TaskRay Success Suite
The TaskRay Success Suite offers a scalable, expert-driven methodology combining strategic advisory (Guide) and hands-on technical services (Build) to rapidly onboard, optimize, and scale high-performance project management systems tailored to clients' specific needs and growth goals.
TaskRay Success Suite
Your Vision. Our Methodology. Proven Results.
One roadmap to ROI: Expert guidance and technical builds to get you onboarded quickly and successfully.
The TaskRay Methodology
Built to Scale, Not Just to Start
We build high-performance systems, not just workflows. Our Base, Optimize, Scale methodology is the DNA of every engagement. Navigate your roadmap with our team as your expert Guide or layer in hands-on Build to clear bandwidth and technical hurdles.
Our framework fast-tracks your initial success while ensuring your system has the architecture to scale as your business grows.
GUIDE: Strategic Advisory
Expert Guidance To Empower Your Team
Our starting point for every project. We provide the strategy and best practices while your team owns the configuration. Choose from various programs to find the right level of coaching to build your foundation with confidence.
- Expert Onboarding Consultation: A guided launch aligned with our proven methodology.
- Expert Training: Empower your admins and users with deep product knowledge.
- Elite Support: Priority access and technical account management for mission-critical needs.
- Edition Upgrade Consultations: Expert guidance on unlocking value from new features and tiers.
- Optimization Hours: Dedicated time with experts to fine-tune your instance as you grow.
BUILD: TaskRay Services
Precise Configuration To Hit Your Timeline
The technical layer for extra horsepower. We handle the heavy lifting via a tailored SOW, bridging bandwidth gaps to ensure you hit your go-live goals.
- Hands-on Configuration: Our team does the "keyboard work" to build your workflows and automations.
- Custom SOWs: Scoped projects designed to meet your specific technical hurdles.
- Turn-key Delivery: A professional-grade build delivered with maximum velocity.
- Frictionless Implementation: We eliminate the technical burden so your team can focus on the vision.
Frequently Asked Questions
What is the TaskRay Success Suite?
A collection of onboarding, support, and service offerings built on our Base, Optimize, Scale methodology. It’s designed to fast-track your initial success and ensure your system scales as you grow.
Is Guide included in my subscription?
No. Guide is a premium service that provides the strategic blueprints and coaching needed to ensure your implementation follows field-proven best practices.
How do I know if I need Build Services?
If you face a tight deadline, limited internal Salesforce bandwidth, or technical complexity that requires an expert hand, Build provides the extra horsepower to hit your goals.
Who does the configuration in Guide?
In the Guide model, your team handles the setup while we provide the blueprints and best practices.
Can I combine Guide and Build?
Yes. Start with Guide for the strategic roadmap and layer in Build Services specifically for the setup and configuration phase to accelerate your timeline.