The Solution

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.

Operational Improvements

Today, all 19 members of the Push onboarding team are actively using OnRamp and the company is seeing significant improvements across their entire onboarding process, from internal collaboration to customer adoption.

• 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.

"OnRamp has been a game-changer for us,” says Kelsey. “It creates clarity, a two-way street: customers track our milestones while we monitor their engagement. That level of visibility is exactly what we needed to drive accountability and keep projects moving forward on both sides."

Looking Forward

Push plans to expand their OnRamp usage in 2026 with Power BI integration for advanced analytics, enhanced automation between modules and Salesforce, and continued optimization of their 65-day onboarding timeline. As one of OnRamp's most active feedback contributors, the team continues to shape product development while scaling their operations to handle growing customer demand.