CASE STUDY | consulting
Mōdacto is a Minnesota-based Salesforce Silver Consulting Partner specializing in integration and optimization of the Salesforce platform to help growth-minded companies accelerate and achieve their unique objectives. Mōdacto’s end-to-end approach ensures maximum outcomes and greater returns on a Salesforce investment by helping clients do what they do, better.
“We fell in love with TaskRay from the first task. There are other agile project management tools, but they are either too light or too unwieldy. TaskRay is the Goldilocks — just right.”
Sr. Director of Technology Services
Interview date: August 2016
HOW ARE YOU USING TASKRAY?
Our internal delivery staff uses TaskRay to manage key processes in our business ranging from new client onboarding through to project completion. Further, one of Mōdacto’s core values is Openness and we implemented TaskRay within Salesforce’s Community Cloud to create a shared environment where we can communicate and share real time project status with our customers in alignment with this value.
WHAT PROJECT MANAGEMENT TOOL(S) WERE YOU USING BEFORE TASKRAY?
We were using Milestones, a free project management tool available on the AppExchange.
WHY DID YOU CHOOSE TASKRAY?
In our Salesforce implementation work with our customers, we prescribe that right-sizing functionality and tools is paramount to adoption and consistent use. As we assessed our own environment through this lens, we saw TaskRay as the clear winner to attain our own right-sizing goal for both our internal management needs and in our sharing approach with our customers. We find the Kanban board approach is more intuitive and understandable for our team and our customers.
TOP 3 TASKRAY FEATURES
We’re committed to delivering the most powerful project management solution in Salesforce, which is why we’ve created a way for your customer to be a proactive part of their post-sale process — even if they aren’t running Salesforce.
As a native Salesforce app, Taskray resides entirely within the confines of your Salesforce instance. This means all data is stored within Salesforce while the app and its data can be customized, automated and reported upon using the same Salesforce tools that you are used to (such as workflow rules, dashboards, new fields, etc.).
Simple visualization of data is a core tenet of TaskRay’s design ethos. Kanban, Row, and Plan views allow executives and managers to keep an eye on projects their way — from micro to 30,000 feet.
HOW HAS TASKRAY IMPROVED YOUR BUSINESS?
Because TaskRay is easy to adopt and use, we’ve realized gains in efficiency and effectiveness across our entire project portfolio and an elevated experience for our customers. Among the greatest benefits are improved productivity through clear internal communications on project status, and greater collaboration, credibility and trust with our customers from sharing this information via our Salesforce Customer Community.
“Once the data is exposed, the customer is aligned with you every step of the way.”
One of our internal team member’s unofficial jobs is to make my life difficult by trying to break TaskRay. They’re trying, but they haven’t succeeded.
Learn More About TaskRay
To find out more about TaskRay, reach out to your account executive or schedule time with one at your convenience.