How Push Operations achieved predictable MRR forecasting for the first time with OnRamp

The Push Onboarding team struggled with their previous onboarding solution, which failed to support their complex workflows and unique customer base. With an average of 40-50 projects per team member, their legacy system was causing more work than it saved. 

• Lack of Visibility - Without any centralization of their onboarding projects, they had no at-a-glance visibility into the status and health of individual onboardings or their portfolio as a whole.
• Manual Inefficiencies - From email follow-ups to document collection to resource sharing, every step of the process was manual, keeping the Push teams stretched thin and limiting their capacity.
• User Friction - Their legacy system’s poor user interface led to disorganized project tasks, minimal engagement, and low adoption.

To support the demands of their fast-growing customer base, Push successfully fast-tracked the OnRamp rollout, launching ahead of their original deadline. “I can’t tell you how much of a stress reliever it was when I put our first customers in OnRamp and they started submitting documents," says Kelsey. "I was like, ‘Yes, it’s working just how we planned!’”

• Automated Project Creation: Through OnRamp’s native Salesforce integration, customer projects, with appropriate playbooks and task assignments, are automatically generated when a new deal closes.
• Role-Specific Reporting Views: Tailored reports provide different insights for different teams, from project coordinators to data migration specialists, giving each person the information they need to keep the onboarding on track and successful.
• Tag-Based Workflows: Tag-based workflows enable Push’s data migration team to self-assign tasks based on real time capacity.
• Self-Service Customer Portal: OnRamp’s customer-facing portal, complete with Push branding, allows for easy secure document collection and compliance tracking, getting customers get up-and-running quickly.
• Milestone Tracking: OnRamp’s webhook capability allowed Push  to create custom alerts to monitor critical activation metrics and events, particularly first payroll submission dates.

• Predictable Revenue: By being able to comprehensively track project values through onboarding stages, Push is now leveraging OnRamp’s project pipeline reporting to create accurate MRR forecasting for the first time.
• Customer Engagement: Analytics built into the OnRamp customer portal have revealed that customers are more quickly completing tasks, such as data collection, and adopting Push at higher rates. 
• Data-Driven Insights: AI-powered summaries help leadership sort through the noise and have been used to quickly identify top performers and celebrate team accomplishments.
• Milestone Tracking: Push’s manual tracking has been automated monitoring through OnRamp reporting functionality. Meanwhile, cross-functional teams are kept aligned to the onboarding process with real-time syncing of updates from OnRamp to Salesforce.