New TaskRay Academy Course: Map Your Business Process

Your business process is the heart of your TaskRay implementation. A structured business process is vital to success: it supports scalable growth, fosters user adoption, and helps drive projects forward.

Given its importance, designing and structuring the business process is one of the most imperative phases of the TaskRay implementation journey. This is an opportunity to establish a strong foundation by refining inefficiencies and incorporating improvements, empowering your team and organization to achieve their goals successfully. 

With your success as our goal, we’re excited to announce the launch of the Map Your Business Process TaskRay Academy track! The track summarizes key best practices to help you confidently navigate this implementation stage, including technical guidance for managing TaskRay configurations and effective strategies for establishing a framework for measuring success. 

The Map Your Business Process track is designed specifically for TaskRay Admins and business process owners. In just two hours, this track delivers nine video-based modules packed with actionable insights, covering the following topics:

• Fundamental technical concepts, including a deep dive into the TaskRay object architecture and Salesforce environments
• Guidelines for transforming your business process using TaskRay Templates and automating project creation
• Strategic approaches to establishing a successful reporting framework meaningful to different personas in the organization
• Proven methods and tips for structuring efficient Flow automations

This track is vital for a successful and scalable TaskRay implementation, giving you the tools to drive long-term success. Coupled with TaskRay Academy’s other tracks, including Implementation Basics and End User 101, it provides a comprehensive learning journey to support every stage of your TaskRay experience.

Get your free certification today and set your team up for long-term success with TaskRay!