Welcome to TaskRay! We are excited to partner with you and help you get up and running in no time. But first, we'd like to take a few minutes to introduce ourselves.
Let's Get To Know Each Other
As a starting point, watch the following video for a quick overview of what TaskRay is and how it is used to manage work.
As you begin taking your first steps with TaskRay, we'll be supporting you with relevant resources and sharing useful tips to set you and your team up for success.
Know Your Resources
We offer many resources to support you in your TaskRay journey. Whether you are working on your implementation, need information or step-by-step instructions for a particular feature, or need more personalized assistance - we've got you covered.
For a full summary of available resources, refer to the following article: Useful Resources.
Set a Strong Foundation: Get Started With TaskRay Academy
If you are a TaskRay Admin or if you are involved in the implementation process in one way or another, then we recommend starting with our TaskRay Academy Implementation Basics course. The course covers some fundamental topics that apply to every implementation of TaskRay, including how to prepare for the implementation, tips for strategically leveraging different Salesforce environments for configurations, and best practices for setting up user access.
What's Next?
As mentioned earlier, we strongly recommend starting with the TaskRay Academy Implementation Basics course. After completing the course, you should have a good understanding of best practices and the general phases that typically take place throughout the implementation process.
Our main bit of advice for the implementation is to take a phased approach. Take some time to plan everything out and define the core requirements for the go-live. By focusing on critical configurations to start, this will allow you to start getting value out of TaskRay sooner.
That being said, here is a high-level overview of the initial TaskRay configurations that take place:
- TaskRay Installation: As you may have assumed, every implementation begins with the installation of the TaskRay package.
- User Access: Setting up TaskRay user access (at least for those who are directly involved with the implementation) is another step that often takes place during the initial configuration period.
- Mapping the Business Process: Defining the structure of the business process that you plan to manage out of TaskRay is also a key step in the implementation. This helps set goals and shape requirements for key configurations needed for the go-live date and beyond.
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Success Metrics: This is also the time to start thinking about the metrics that you plan on tracking with TaskRay. Think about the key performance indicators (KPIs) that are important to your organization and the work that will be managed out of TaskRay. By identifying success metrics early in the process, you can set the baseline (e.g. current/pre-TaskRay measurements), configure critical metadata structure for tracking needed metrics, and then compare metrics against the initial baseline over time.
Tip: Not sure where to start? Check out some of our blog posts on this topic: 5 Customer Onboarding Metrics You Should Be Tracking and How to Measure Customer Onboarding Time To Value.
You can check out some of our articles on implementing TaskRay here.