MWS Technology Improves Visibility and Efficiency Via Templates and Automation

By systemizing their implementation process, TaskRay saves MWS Technology considerable time and money.
mws technology
About
MWS Technology
Industry
SaaS
Before TaskRay
  • MWS Technology lacked a formal system for managing customer implementations, relying on Word docs and facing challenges with visibility and automation in their onboarding process.
After TaskRay
  • TaskRay streamlined MWS Technology’s implementation process with powerful templates and automation, providing better visibility and significantly improving efficiency.
mws technology

MWS Technology Improves Visibility and Efficiency Via Templates and Automation

How MWS Technology Uses TaskRay

MWS Technology uses TaskRay to manage their customer implementation/onboarding process.

Why TaskRay?

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

MWS Tehcnology’s Pain Points Before Implementing TaskRay

  • No formal system: MWS was using Word docs with long lists to manage their customer implementation processes.
  • Lack of visibility: The sales team’s compensation is tied to implementation milestones, but they didn’t have a way to quickly view status.
  • The 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.

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. As they put it, it’s “anecdotally measurable as not a nightmare anymore.”

Customer Onboarding

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

john brightwell
John Brightwell
Sales Operations Manager, MWS Technology

Why MWS Technology Loves TaskRay

MWS’s 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.
Templates
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.
Views
Closed/won automation allows MWS to spin off a parent project with one or several child projects for specific implementations.
Automation
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.
On Salesforce

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