Case Study: Xelix elevates services from configuration to consulting with Rocketlane

Xelix keeps implementation CSAT above 4.8 with Rocketlane

Xelix, an AI-native accounts payable automation platform, faced challenges in scaling its services team as the company grew. The team operated without a standardized methodology, communicated with customers via inefficient email and SharePoint updates, and lacked time-tracking data for resource planning. To address these issues, Xelix's VP of Services and Support, Aliya, sought a unified tool and turned to the Rocketlane platform.

By implementing Rocketlane, Xelix established a consistent implementation methodology through project templates and a customer portal for real-time visibility. The vendor's solution also provided time-tracking capabilities that enabled data-driven decisions on resourcing and team bonuses. As a result, Xelix scaled its team from 4 to 18 members in 18 months while maintaining an impressive implementation CSAT score of 4.86/5 and reducing the average time to go-live to just 6-8 weeks.

Xelix