This post was written by Bethany Thorn, TaskRay’s Technical Solutions Architect. You can also check out the webinar she did on the topic here.

Data. Everyone’s got it…a lot of it. But how do you turn all that data into a story, from which you can spot trends, make decisions, and streamline your onboarding process? A data story is much different than key point indicators—it’s not just the time to complete a project, or a raw customer satisfaction score…it’s a combination of metrics and trends, looked at from the lens of a specific business question.

To paint a picture of your onboarding process, ask questions like “How is my current process performing compared to my previous process?”, and “What could I change to make the biggest impact in my current process?”. But how do you tackle these big, weighty questions, in the form of reports? Let’s dive into the TaskRay Template Performance View.

To start, you’ll want to narrow your focus to one specific TaskRay Template—using the Template search field in the top right corner of the view, start typing the name of the Template and then select it from the dropdown that appears. Once you’ve selected a Template, you can decide if you want to further narrow your focus to a particular phase/stage by filtering Task Groups, or choose to look at it from a holistic perspective.

Using the key data points from the Template snapshot, you can begin to see if the projection for your Template is actually how your Projects are tracking historically. 

If you notice that there is a discrepancy between your Template targets and Template averages, it’s time to drill into the Template Trends.

Each of these trends allows you to further paint the picture of what is going on in your projects—perhaps a particular Task is frequently overdo, or a key milestone is often blocked for a period of time. These insights allow you to make strategic decisions about changes going forward such as:

  • Extending the duration of the repeatedly overdue Task
  • Increasing the lag on the predecessor Task’s dependency for the frequently blocked Task
  • Re-allocation or increase of personnel resources
  • Change to your general business process or related systems, like removing a related approval process that was creating a bottleneck

After key changes have been made, TaskRay Template Performance can be used to compare the data pre and post-change, to determine how it impacted the onboarding process. To make these kinds of historical comparisons, you can use the custom date range feature, to look at pre and post-change timeframes.

The next chapter in the data story is to look for potential outliers, or patterns happening by Project. Drill into the individual Projects that have been created from the Template. 

Perhaps you notice certain Projects are often longer to onboard, and you think this might have something to do with the associated Account—perhaps its size, its industry, or some other common thread. To confirm your hunch, you could add custom columns, like the related Account and Opportunity. If it becomes clear that Enterprise Accounts are the common outliers from the Template, you could make some strategic decisions about how to move forward, such as:

  • Create a new version of the Template for Enterprise Accounts
  • Create a Task Group in an “Add-On” Template, to stitch into the Project for Enterprise Accounts
  • Re-allocation or increase of personnel resources

As you can see, TaskRay Template Performance was designed to empower your business. By surfacing your unique data stories, you can make tactical changes to your TaskRay processes, and continuously improve your outcomes.

Want to take a deeper dive? Watch the “How To” Webinar on TaskRay’s Template Performance features.

If you want to talk with someone about how TaskRay can help improve your outcomes, please don’t hesitate to schedule a call. We’re here to help!

 

Talk To Us

If you’re trying to figure out if TaskRay is right for your business, we’re here to help.