Case Study

SaaS Onboarding

MWS Technology is the maker of Aptem, a market-leading delivery platform for vocational training and employability. Aptem supports the delivery of apprenticeships and traineeships by improving quality, saving costs, providing a paperless onboarding process, and ensuring compliance.e.

Interview With

John Collins
Sales Operations Manager

TaskRay is excellent for anyone doing a customer implementation process with Salesforce as the engine. I recommended TaskRay to someone just the other day.”

MWS Technology uses TaskRay to manage their customer implementation/onboarding process. We spoke with their CTO, John Brightwell, about the some of the ways TaskRay is helping them to get customers up and running faster and more efficiently.

Pain points before TaskRay?

No formal system: Before John took over responsibility for implementations, MWS was using Word docs with long lists to manage their customer implementation processes.

Lack if visibility: The sales team’s compensation is tied to implementation milestones, but they didn’t have a way to quickly view status.

Desire for more information: MWS tried to create customizations on Salesforce to help with their repeating onboarding process, but found they weren’t able to achieve the level of automation they required without a lot of custom coding.

Why TaskRay?

Since their sales team was already on Salesforce, John knew he wanted a native project management solution. He looked at other tools, but didn’t find anything that “was remotely exciting.” In the end, John found out about TaskRay from his Salesforce consultant, Kris McCabe, who was a TaskRay user himself. Once he saw how powerful the template and automation capabilities are in TaskRay, he was sold.

Benefits of TaskRay?

  • Templates. MWS’ implementation process is complex, with every customer requiring a certain level of customization. Templates have revolutionized the way the team handles their different types of implementations. In the first six weeks, MWS kicked off with six new customers, which would have been difficult to manage before TaskRay.
  • Views. Multiple project views are great for the MWS team and their customers, as each has their preference. The team favors kanban, while customers love the Gantt view.
  • Automation. Closed/won automation allows MWS to spin off a parent project with one or several child projects for specific implementations.
  • On platform. Because TaskRay is 100% Salesforce native, MWS is easily able to create customizations and integrations to their heart’s desire. For example, they wrote an integration for raising cases for support. And, while the system for forecasting and reporting lives in Salesforce, MWS integrated this into their TaskRay workflow.

Bottom line.

TaskRay is on track to save MWS considerable time and money by systemizing their implementation process. They don’t have metrics yet,
but the impact of TaskRay on their process is clear. According to John, it is “anecdotally measurable as not a nightmare anymore.”

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