FMI Corporation increases their annual engagements by 60% with TaskRay

Using TaskRay as their longstanding project management solution, FMI now offers 60% more peer group sessions to clients each year, and has eliminated tedious manual updates
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Increased workload capacity
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About
FMI Corporation
FMI Corporation is a consulting firm specializing in the built environment. They offer a wide range of services, including the facilitation of peer group meetings that connect CEOs and presidents of construction companies from across the U.S. FMI also assists with leadership development, operational development, business development, mergers and acquisitions, and more.
Industry
Consulting & Professional Services
Before TaskRay
  • Managing overlapping projects with manual processes in Salesforce was time-consuming and inefficient
  • Updating due dates, milestones, and tasks required significant effort, creating operational strain
  • The team’s capacity to take on more client groups was limited by these challenges
After TaskRay
  • FMI increased their capacity to deliver peer group sessions by 60% (from 25 to 40 groups per year).
  • TaskRay’s templates streamlined project setup, saving countless hours and reducing manual work
  • TaskRay’s user-friendly interface and training resources made onboarding new team members quick and easy
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FMI Corporation increases their annual engagements by 60% with TaskRay

Pain points before TaskRay

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.

Why TaskRay

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.

Results

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.

I used to have to go and enter list by list by list, task by task by task, now I just type in a date and the template hub pulls the template and poof, there's the project timeline, all the details, the checklists, the assignees... everything at your fingertips ready to go in one fell swoop. If you can imagine the number of hours saved just by doing that, it's well worth the investment.

FMI Irenka Hammell
Irenka Hammell
Peer Group Administration Manager

Why FMI Corporation Loves TaskRay

When I onboard a new employee and teach them TaskRay, even the overviews and the educational videos and tutorials that come with the TaskRay website, they're just again, really intuitive, really easy to use ... and it keeps us running at the pace we need to run without a lot of extra legwork to fine-tune details here and there.
Education and training
For a small team like FMI’s Peer Group, it’s important to set up new employees quickly and with minimal resources. TaskRay’s videos and online resources help new team members get off to the right start.
There are some pretty robust reporting features from within the Salesforce side because of their integration, which is also very beneficial.
Reporting
Reporting is quick, easy, and very meaningful thanks to TaskRay’s seamless integration with Salesforce data.
TaskRay has Kanban View, Plan View, Calendar View, Gantt view. There really is so much functionality already at your fingertips, and it's so easy to use. It's really helpful.
Project Views
TaskRay’s various project views help FMI easily stay on top of all their projects.

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