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TaskRay Acquires Leading Resource Management Application Flux Capacity
TaskRay has successfully completed its System and Organization Controls (SOC) audit, resulting in compliance. This certification demonstrates TaskRay’s commitment to operating software, business processes, policies, and procedures that ensure the security and data processing integrity of customer information.
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When going on vacation, it’s important that those charged with taking the wheel understand exactly what they’ll be doing while you’re on leave.
Congratulations! You are the proud owner of a brand new TaskRay Project. Take a second to enjoy this moment, because soon enough, it will be time to get to work.
See some of the recommended views and key features in TaskRay to ensure you are confident using the tool.
It’s become more important now than ever to keep your customers and external stakeholders informed of project progress and updates. This is a crucial component of customer onboarding, as it’s essential to keep everyone in the loop in order for a project to be successful.
How does your organization measure success for your onboarding, implementation, or installation? In this post I will share how we manage our onboarding program using Salesforce and TaskRay to give you some ideas on how to manage yours.
When Salesforce introduced Permission Set Groups in their Spring 2020 release, we all jumped for joy because creating and maintaining custom permission sets for TaskRay got exponentially easier. In this post, we’ll show you how.
In a recent article, we provided a helpful overview of Resource Forecasting with an explanation of the importance of this process and tips on how to get started. In this post, we'll build on those concepts to help you take your resource forecasting process to the next level with “Billable Forecasting”.
By now, you probably know that getting your company’s high-touch onboarding program working optimally has a direct impact on your bottom line and can pay off handsomely. But how do you know if your program is going well? And how can you scale it as you grow?
In order to truly help your customers use, know and love your product, you need to think strategically about your company’s onboarding program. There are three specific areas that you need to consider in order to build a successful high-touch onboarding experience that will scale as your business grows.
I’ve been working in “customer-success land for nearly 20 years now. My philosophy that drives the work I do is “treat others as you wish to be treated.” That’s my version of the idea of “delighting customers.”
Change is hard and let’s face it, we sometimes need to get buy-in to the big picture to adopt a new process. Here are our top tips for fostering adoption.
We want you to get the most out of TaskRay, so here are some tips and tricks that we’re hoping will be helpful when it comes to reaching out to our awesome Support team.