Taking operations to the next level with TaskRay Resource Management
Updated: Dec 9, 2020
Case Study / Customer Story: Solomo
Solomo is a technology consulting practice that helps customers perform digital process optimization with a strategic eye on priorities and revenue drivers. Solomo focuses on delivering solutions built on the Salesforce.com platform. Solomo was founded in 2017 and has steadily grown as a result of repeated customer success.
Pain Points Before TaskRay + Flux Capacity
For services-based businesses, the name of the game is balance. How do you maintain solid revenue momentum at a steady pace and avoid, or at least take advantage of, downtime?
Solomo has experienced great success at a time when others are struggling to make ends meet; however, they realized that even with success, they needed to manage their business better in order to scale. Once a few big projects finished, they could quickly go from incredibly busy to under-utilized. Their current tools gave no visibility into this, were hard to use, and there was little trust in the data they made available.
Resource availability was unclear, making it very difficult to schedule work, assemble project teams, and estimate project start dates for new clients. Role and skill-based reporting was painfully manual to compile.
For in-flight projects, progress was hard to gauge. Increasingly complex projects were challenging to keep on track. As a result, a great deal of effort went into costly project management efforts simply to keep customers informed and to mitigate risk.
The future was really challenging to read. Each project in the pipeline represented a unique mix of scope, delivery effort, and skillsets required to do the job. It was hard to determine which deals best fit Solomo’s resource availability and where schedule flexibility could be used as a lever in negotiation. If a few big deals were won, they could go from under-utilized to overloaded, putting a great deal of stress on resources to perform and stay ahead of customer expectations across numerous projects.
Why TaskRay + Flux Capacity?
With the combination of TaskRay and Flux Capacity, Solomo felt confident about having what they would need to scale the business.
They knew that a modern, user-friendly project and resource management solution would make life easier for their resource teams and, in turn, give them the reporting intelligence needed to move the business forward. They could more easily manage and balance workload across all teams. This balance could also help them concurrently attack internal initiatives by deploying resources intelligently between projects.
Solomo was also extremely excited about sharing this solution with its customers, via Salesforce Communities, to drive customer engagement and efficient communication of project scope and status. For them, this could be an incredible opportunity to differentiate their firm from others in a competitive environment.
How is it going?
“We’ve been able to improve the efficiency of our team by 20% and at the same time make their lives easier. It’s amazing what that does and how it improves employee engagement and productivity.”
Dan Kauppi, CEO, Solomo
Within weeks of launching TaskRay and Flux Capacity, Solomo was realizing significant benefits across the entire organization. The solution has helped resources and management work smarter together and focus on customers and growing the business. Customers love collaborating on projects and knowing where things stand in real-time.
Resources happily adopted the solution because it was easy to use and helped streamline project management and time reporting.
The executive team can make important decisions using information they simply never had before. Role-based reporting and forecasting are now used as the basis for planning meetings and smart decision making. They can prioritize and balance work on-demand; forecasted utilization provides a very powerful way to re-prioritize and assign work to keep resources engaged and productive. In one example, Solomo recognized a key resource that was under-utilized in the week ahead, and within a matter of minutes, they were able to reassign work from an overloaded team and keep the resource contributing to the tune of 90% utilization. Little wins like this are happening frequently these days.
Why Solomo Loves TaskRay + Flux Capacity
“TaskRay+Flux is the source of truth. It’s what people work from. People have the flexibility in the tool to work the way they want. They like that and get their work done. We also value the transparency provided when competing priorities arise because we can come together and have those conversations based on a single source of truth.”
Paul Pribaz, COO, Solomo
Speed to value. With a clear understanding of key goals and defined project processes, Solomo’s onboarding was fast and well-planned. They embraced the opportunity to learn about capabilities and best practices, and they rapidly implemented the solution to support priority needs, adding more functionality in follow-on phases.
Customer transparency. With external sharing, customer expectations are managed effectively and scope creep has been minimized. When everyone is working from the same project plan in real-time, there is less room for surprise.
Sustained user adoption. Resources know that if they keep projects, tasks, and time up to date, their customers have fewer questions, and management can more effectively balance their workload.
Sales improvements. With access to “estimated vs. actual” reporting, accuracy of sales quoting improves over time. Customers love nothing more than achieving results under budget.
Salesforce native. Running on Salesforce is huge for customization capabilities. For Solomo, this has involved tying into Service Cloud and expanding project functionality to include financial metrics and billing processes.
Revenue performance. For Solomo, lost billable time cannot be recovered and directly impacts profitability. With TaskRay and Flux Capacity, their revenue realization rate has greatly improved because they can spot resource gaps in advance and drive higher billable utilization before it is too late.