FMI’s Peer Group team coordinates around 100 projects each year. Projects are usually run concurrently and involve around 17 facilitators serving over 300 clients. The small Peer Group team struggled to manage their overlapping projects using manual processes in Salesforce. It took too much time to update due dates, milestones, and tasks, limiting the number of client groups they could successfully take on each year.
After evaluating several project management solutions, FMI decided TaskRay was the best choice. TaskRay was the only solution seamlessly integrated with Salesforce, which could help FMI instantly connect their new projects to the client details and conversations already saved in Salesforce. Thanks to TaskRay’s user-friendly interface, FMI was confident that their small team could be up and running quickly. With TaskRay, the setup of new projects was as easy as entering a date into a template. FMI loved that they could use TaskRay’s templates to reduce the manual work required to execute repeatable tasks and projects.
Since implementing TaskRay, FMI has successfully increased their capacity to deliver peer group sessions to their clients from 25 to 40 groups per year. By increasing their capacity to deliver peer group sessions by 60%, FMI can serve more clients, potentially driving higher revenue through expanded offerings and increased engagement. They have saved countless hours setting up projects by relying on TaskRay’s templates. They can also make changes as they go with full confidence that all active projects automatically update to reflect these changes. With TaskRay’s excellent training videos and intuitive interface, FMI finds it quick and easy to bring on new team members, and learn about TaskRay’s constantly improving feature set. Overall, FMI has been a happy TaskRay customer for years and cannot imagine managing projects without it.