When Cloud Giants launched, the company used spreadsheets and Freshbooks to manage projects and operations. They created one spreadsheet per client to track the tasks involved in each project. It was very difficult to track resource availability across projects, both in real-time and when planning ahead, because information lived in so many different documents. As they began taking on larger, more complicated projects and growing their team, this inefficient process threatened to limit the company’s growth. With their sights set on scaling, the search for a solution that could efficiently handle client delivery processes became a mission-critical priority.
Since Cloud Giants began using TaskRay in 2016, the company has created an average of 110 new projects and 3,000 new tasks a year. They needed a Salesforce-native project management solution to view their entire project portfolio when assigning resources and assessing project profitability. The new solution also had to be user-friendly, easy to set up, and customizable. Finally, they wanted a proven solution that had excellent reviews on the AppExchange.
TaskRay was the perfect match for these needs. With TaskRay, Cloud Giants could immediately improve their team’s ability to collaborate and manage tasks. And that was just the beginning – TaskRay’s reporting and resource capacity planning functionality could help Cloud Giants gain a deeper understanding of the overall health of their business. Specifically, with the ease of customizing TaskRay, they are able to track: anticipated versus actual project burn rate, sales pipeline versus projected consultant availability, sum of earned revenue forecast, and project profitability.
While Cloud Giants initially needed TaskRay for team collaboration and task management, they have greatly expanded their use over time. Today, they rely on the solution for onboarding and offboarding clients and employees, managing tasks and teams, and overall project tracking. Cloud Giants can easily plan for projects that are months away, assigning team members based on availability and skillset.
TaskRay’s ability to be easily customized has enabled Cloud Giants to report on real-time and retrospective project profitability data, which is critical in connecting the sales and delivery sides of the business. Plus, reporting is easy when everything lives in Salesforce. By enabling smarter decisions around pricing and resourcing, Cloud Giants has doubled its cumulative annual project growth rate. As a services company, Cloud Giants’ growth depends on the quality of their work. TaskRay’s continual innovation and customizability has been instrumental in helping Cloud Giants deliver best-in-class Salesforce solutions through standardizing their processes and supporting effective collaboration.
