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.
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.
Closed/won automation allows MWS to spin off a parent project with one or several child projects for specific implementations.
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.
Systemizing the implementation process with TaskRay
About MWS Technology
MWS Technology is the maker of Aptem, a market-leading delivery platform for vocational training and employability. Aptem supports the delivery of apprenticeships and traineeships by improving quality, saving costs, providing a paperless onboarding process, and ensuring compliance.
How MWS Technology Uses TaskRay
MWS Technology uses TaskRay to manage their customer implementation/onboarding process.
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 Technology’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.
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.”
“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.”
Sales Operations Manager, MWS Technology