Before TaskRay, Fiix Software managed implementations using a combination of Excel spreadsheets, internal tools, and daily summary emails. At the time, most implementations were delivered onsite within a single week, so the team could operate without a formal project management system.
But as Fiix grew and implementations shifted from onsite delivery to mostly remote engagements, the cracks in the process became impossible to ignore.
Managers had very little visibility into active projects, making it difficult to track progress, understand consultant workload, or review historical project data. Scheduling and resource management relied heavily on manually maintained color-coded spreadsheets, and there was no standardized way to manage increasingly complex, multi-month implementations.
Fiix needed a way to bring structure, visibility, and consistency to its delivery process while supporting a rapidly changing implementation model.
Fiix selected TaskRay to create a more scalable and standardized implementation process without adding unnecessary complexity for the team.
TaskRay gave Fiix:
Templates quickly became a foundational part of the team’s workflow. Because nearly all Fiix implementations follow the same core milestones, consultants can rapidly launch projects while maintaining consistency across every customer engagement.
TaskRay also gave leadership a much clearer understanding of project progress, helping managers proactively support consultants and keep implementations on track.
Thanks to TaskRay, Fiix Software built a more structured, repeatable onboarding experience that supports a 94% customer renewal rate. By replacing spreadsheets and manual processes with standardized project workflows, Fiix transformed its implementation process into a scalable delivery operation designed to drive long-term customer success.
One of the biggest improvements has been visibility. Before TaskRay, project oversight was extremely limited. Today, Fiix rates its visibility into implementation delivery as a “10 out of 10,” giving managers a centralized view into project progress, milestones, consultant workload, and historical project data.
Templates have also driven major efficiency gains. Today, nearly all Fiix projects are created in less than two minutes using TaskRay templates, dramatically reducing manual setup effort while standardizing onboarding across the organization.
Improved scheduling and resource management have further strengthened the team’s operations, replacing manually maintained spreadsheets with a clearer understanding of consultant availability and project capacity.
