Rokad

BACKGROUND

Introduce your business and what you do there.

I’m the sales lead of an IT services company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Rokad?

We needed help evaluating our customer strategy for our upcoming platform.

SOLUTION

What was the scope of their involvement?

Rokad has supported us across strategy, system integration, and implementation planning for our upcoming platform. The engagement began with a review of our customer strategy, where they evaluated target users, customer journeys, and engagement flows to identify gaps and improvement areas before launch.Based on this assessment, Rokad has helped design the overall system architecture and led the integration of multiple tools and APIs required for the platform, ensuring different components work together seamlessly. They’ve also advised on workflow setup and data flow between systems to improve operational clarity and scalability.In addition, Rokad has assisted us in evaluating infrastructure requirements and facilitated introductions with relevant infrastructure partners, helping us secure more favorable commercial terms.

What is the team composition?

We’ve worked with 2–5 teammates from Rokad.

How did you come to work with Rokad?

Rokad was referred to me. I chose them because they were close to my geographic location.

How much have you invested with them?

So far, we’ve spent around $20,000 with them.

What is the status of this engagement?

We started working with them in November 2025, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Rokad’s engagement has helped us gain clarity and readiness ahead of our platform launch. One of the key outcomes has been a clearer and more structured customer strategy, which has helped us refine our target segments, user flows, and engagement approach before implementation.From an execution standpoint, the integrated systems and APIs have reduced manual coordination between tools and improved data flow across the platform. This has resulted in better operational visibility and fewer handoffs during development and testing. The architecture and integration work has also put us in a stronger position to scale without needing major rework later.Additionally, Rokad’s guidance on infrastructure planning and partner selection has helped us optimize expected costs and avoid overprovisioning. Overall, the project has reduced uncertainty, improved system readiness, and accelerated our path to launch with a more stable and scalable foundation.As a result of Rokad’s engagement, we’ve seen measurable improvements in operational clarity and readiness ahead of launch. The integration work has reduced the number of manual handoffs between tools and systems by approximately 30%–40%, which has improved coordination across teams and reduced dependency on ad hoc processes.System and workflow consolidation has improved visibility into customer and operational data, allowing faster decision-making during development and testing cycles. We’ve also seen an estimated 20%–25% reduction in projected infrastructure costs based on Rokad’s guidance around infrastructure sizing and partner selection, helping us avoid overprovisioning early on.Overall, the engagement has improved our launch readiness by putting core systems, integrations, and workflows in place earlier, reducing the risk of rework and operational bottlenecks as we scale.

How did Rokad perform from a project management standpoint?

Rokad’s project management has been structured and pragmatic. They’ve clearly defined scope, timelines, and priorities at the start of the engagement and kept the work focused on the agreed deliverables. Communication has been regular and transparent, with clear checkpoints to review progress and address any questions or dependencies.The project has been delivered within the planned timeframe, and any adjustments have been discussed in advance so expectations are aligned. Overall, their approach has helped keep the work on track without unnecessary overhead, which has been particularly valuable during an early-stage and fast-moving phase. We communicate via virtual and in-person meetings, email, and messaging apps.

What did you find most impressive about them?

What has stood out the most has been Rokad’s ability to look at the problem holistically rather than in silos. Instead of focusing only on individual tools or features, they’ve taken the time to understand our business context, customer strategy, and operational constraints before suggesting solutions.Their approach has been practical and grounded in execution. They haven’t pushed unnecessary complexity or predefined frameworks but have instead focused on what would actually work for our stage and priorities. The combination of strategic thinking, hands-on system integration, and cost-conscious decision-making has made the engagement feel collaborative rather than transactional.Overall, Rokad has felt like a partner who’s invested in helping us make the right decisions early, not just delivering a set of tasks.

Are there any areas they could improve?

Given the early-stage and exploratory nature of the project, some areas have evolved as we’ve gained more clarity along the way. In hindsight, a bit more upfront alignment on prioritization between longer-term ideas and immediate launch needs could have helped streamline a few discussions earlier in the engagement.That said, Rokad has been responsive to feedback and adjusted their approach quickly as priorities have become clearer. The flexibility to adapt and refine the scope as we’ve learned more about the platform has ultimately been more valuable than rigid planning, especially at our stage.

BACKGROUND

Introduce your business and what you do there.

I’m the lead developer of an AI development company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Rokad?

We needed help with market research.

SOLUTION

What was the scope of their involvement?

Rokad has conducted user surveys, market insights, pricing insights, and willingness to pay insights to help us decide how to build an upcoming AI platform.

What is the team composition?

We’ve worked with 2–5 teammates from Rokad.

How did you come to work with Rokad?

Someone referred Rokad to us. We chose them over other options because they were close to our geographic location.

What is the status of this engagement?

We started working with Rokad in October 2025, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

The data Rokad has provided has remarkably changed our market entry strategy and the platform itself, especially on how we onboard users. For example, we can’t ask users to pay upfront; we always need to have a free tier, not just as a marketing gimmick but as a way to onboard our initial users, which will then need to convert into paying users. As a result, we’ve seen a 75% jump in user sign-ups.

How did Rokad perform from a project management standpoint?

Rokad delivers on time. The team is very prompt and specific when it comes to addressing a problem. We communicate via in-person meetings, virtual meetings, and email or messaging apps.

What did you find most impressive about them?

Rokad’s framework is impressive.

Are there any areas they could improve?

There’s nothing Rokad could improve on.