TaskRay

🚀 New on the TaskRay Blog → https://taskray.com/raid-project-management-ai/

RAID isn’t just a project management office acronym. It’s one of the most important ways teams manage uncertainty in project delivery.

In our latest blog, we break down how Risks, Assumptions, Issues, and Dependencies shape project outcomes and why AI is changing how teams monitor and respond to them.

We’ll explore:
- Why RAID matters for modern PMOs
- How risks, assumptions, issues, and dependencies impact delivery
- Why traditional RAID management struggles to keep up
- How AI can turn RAID from static reporting into real-time operational intelligence

The future of project management isn’t just tracking problems after they happen. It’s predicting and preventing them before they derail delivery.

Read the full blog 👉 https://taskray.com/raid-project-management-ai/

🚀 New on the TaskRay Blog → https://taskray.com/critical-path-method-project-management-ai/

One delayed task can derail an entire project. That’s the power and risk of the Critical Path.

In our latest blog, we break down why the Critical Path Method matters more than ever in today’s fast-moving delivery environments and how AI is transforming the way organizations manage dependencies, timelines, and delivery risk.

Inside, we explore:
- What the Critical Path actually is (and why it matters)
- How dependencies quietly create operational bottlenecks
- Why traditional project management struggles to keep up today
- How AI is shifting teams from reactive scheduling to predictive delivery operations

As onboarding and implementation complexity grows, understanding the Critical Path is becoming a major competitive advantage.

👉 Read the full blog: https://taskray.com/critical-path-method-project-management-ai/

Project management is changing fast, and disconnected tools just can’t keep up.

In the age of AI, the teams that win are the ones managing projects where their customer data already lives: inside Salesforce.

🚀 New on the TaskRay Blog → https://taskray.com/project-management-in-the-ai-era-why-salesforce-native-matters-more-than-ever

In our latest post, we break down:
💡 Why disconnected project management slows delivery and impacts outcomes
⚙️ The power of Salesforce-native project ex*****on
📊 How automation, standardization, and real-time visibility transform delivery
📈 Why modern teams are shifting from task tracking to outcome-driven project success

Because in today’s environment, project management isn’t just about getting work done; it’s about driving measurable business value.

👉 Dive into the full blog and see why Salesforce-native matters more than ever: https://taskray.com/project-management-in-the-ai-era-why-salesforce-native-matters-more-than-ever/

🚀 We’re hiring AI engineers at TaskRay.

Senior AI Engineer → https://taskray.applytojob.com/apply/7EeZRtCaET/Senior-AI-Engineer
Staff AI Engineer → https://taskray.applytojob.com/apply/ogKu5JPVN1/Staff-AI-Engineer

We’re looking for exceptional builders to help us shape the future of AI-powered onboarding and post-sale orchestration inside Salesforce.

At TaskRay, you’ll help create:
- PM Agents that drive project momentum
- Ex*****on Agents that complete work autonomously
- MCP-powered infrastructure connecting AI to real customer workflows
- AI systems that accelerate onboarding and customer success at scale

If you’ve shipped production-grade LLM systems and have hands-on experience with retrieval, evals, tool use, MCPs, or agent orchestration, we want to hear from you.

Know someone who’d be a great fit? Tag them below 👇

You closed the deal. The customer paid. So…why isn’t the revenue recognized yet?

The answer often comes down to one thing: onboarding.

🚨 New on the TaskRay Blog → https://taskray.com/onboarding-the-hidden-bottleneck-in-deferred-revenue-recognition/

In our latest post, we break down why onboarding is the hidden bottleneck in deferred revenue and what leading organizations are doing to fix it.

Inside, you’ll learn:
💡 Why deferred revenue gets stuck (and stays stuck)
⏳ The operational metrics that signal delays early
⚙️ How better onboarding workflows accelerate go-live
📈 Why visibility into delivery is key to faster revenue recognition

Because revenue isn’t realized at signature. It’s realized at delivery.

👉 Read the full blog and uncover what’s slowing your revenue down: https://taskray.com/onboarding-the-hidden-bottleneck-in-deferred-revenue-recognition/

Choosing a project management tool isn’t just about features anymore; it’s about where your delivery work lives.

For Salesforce teams, keeping project ex*****on outside the CRM creates disconnects that slow delivery, limit visibility, and impact customer outcomes.

🚀 New on the TaskRay Blog → https://taskray.com/a-strategic-guide-to-evaluating-salesforce-project-management-tools/

In our latest post, we break down:
💡 Why disconnected project management creates hidden operational gaps
⚙️ What CRM-centric project ex*****on actually looks like
📊 How automation, standardization, and AI are reshaping delivery
📈 What to consider when evaluating Salesforce project management tools

Because the real question is how your tools support the full customer lifecycle.

👉 Read the full guide and rethink your approach: https://taskray.com/a-strategic-guide-to-evaluating-salesforce-project-management-tools/

👉 Last chance to request your seat for tomorrow evening in NYC: https://phixtechnologies.lpages.co/build-for-scale-nyc/ -in-form-1

If you’re thinking about scale, AI, or revenue orchestration, this is a room you’ll want to be in.

Join TaskRay, PhiX, and Eagle Fire Inc. for:
🎤 Real-world insights from a PE-backed growth story
📊 Practical lessons on building a governed revenue engine
🍸 Cocktails, canapés, and live music at Winnie’s Jazz Club

📍 Midtown NYC | 4–7 p.m. ET

Let’s connect the night before Salesforce World Tour NYC.

Scaling through acquisition? This evening is for you.

👉 Save your spot: https://phixtechnologies.lpages.co/build-for-scale-nyc/ -in-form-1

Join TaskRay, PhiX, and Eagle Fire Inc. on April 28 in NYC for a candid look at what it really takes to scale revenue operations.

In this live session, you’ll learn:
✔️ Where acquisition-led growth breaks without a single source of truth
✔️ What a governed revenue engine actually looks like
✔️ How real-time dashboards surface performance, risk, and growth

Featuring leaders from Salesforce, PhiX, and Eagle Fire Inc.

📍 Winnie’s Jazz Club | 4–7 p.m. ET
📅 The evening before Salesforce World Tour NYC

Come for the insights…stay for the cocktails, conversation, and connections.

Join TaskRay for an exclusive evening in NYC on April 28!

👉 Request your seat: https://phixtechnologies.lpages.co/build-for-scale-nyc/ -in-form-1

We’re teaming up with PhiX and Eagle Fire Inc. to present:

Build for Scale: Revenue Orchestration in Action

📍 Winnie’s Jazz Club, NYC
🗓 Tuesday, April 28 | 4–7 p.m. ET

Most acquisition-led businesses think they’re scaling…but many are actually compounding operational risk.

Hear directly from the CRO of Eagle Fire Inc. on how they’re moving from spreadsheets to a governed, scalable revenue engine and what that unlocks for growth and AI.

✨ Expect insights, real-world examples, and a room full of senior operators (plus cocktails and live jazz).

Claim your seat here: https://phixtechnologies.lpages.co/build-for-scale-nyc/ -in-form-1

Build for Scale: Live from New York with Eagle Fire Inc. & PhiX | April 28, NYC Join PhiX, Salesforce and Eagle Fire Inc. at Winnie's Jazz Club, NYC on April 28. One real implementation. Four revenue management challenges. Live.

Customer onboarding isn’t just a handoff anymore. It’s a revenue strategy.

🚀 New on the TaskRay blog → https://taskray.com/customer-onboarding-in-2026-the-rise-of-work-orchestration/

In 2026, the companies winning on retention and expansion are the ones rethinking onboarding through the lens of work orchestration powered by AI, automation, and connected data.

In this new post, we explore:
💡 Why onboarding is becoming a board-level metric
⚙️ How AI is shifting teams from manual coordination to intelligent ex*****on
📈 What work orchestration means for scaling onboarding without scaling headcount
🔗 How Salesforce-native tools like TaskRay bring it all together

If you’re still treating onboarding as an operational afterthought, this is your sign to rethink it.

👉 Dive into the full blog and see what’s next: https://taskray.com/customer-onboarding-in-2026-the-rise-of-work-orchestration/