List of TaskRay Customers
Denver, 80205, CO,
United States
Since 2010, our global team of researchers has been studying TaskRay customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased TaskRay for Project Portfolio Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using TaskRay for Project Portfolio Management include: Toast, a United States based Leisure and Hospitality organisation with 5700 employees and revenues of $4.96 billion, Butler University, a United States based Education organisation with 1000 employees and revenues of $250.0 million, Harver, a United States based Professional Services organisation with 300 employees and revenues of $37.0 million, FieldEdge LLC, a United States based Professional Services organisation with 250 employees and revenues of $30.0 million and many others.
Contact us if you need a completed and verified list of companies using TaskRay, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The TaskRay customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Butler University | Education | 1000 | $250M | United States | TaskRay | TaskRay | Project Portfolio Management | 2023 | n/a |
In 2023, Butler University implemented TaskRay for Project Portfolio Management to consolidate IT project management and establish a central portfolio view. The initial deployment focused on IT project intake and execution and then expanded to facilities and HR, reflecting a multi-department rollout across the United States that centralized project intake and status reporting.
TaskRay was configured to provide portfolio visibility, task-level tracking, resource forecasting, and reporting, aligning Project Portfolio Management capabilities with day-to-day execution. The implementation emphasized intuitive user experience and actionable dashboards, enabling consistent task assignments, milestone tracking, and demand versus capacity visibility across projects.
Operational coverage extended from IT into facilities and HR, with the university using TaskRay to manage project pipelines, interdepartmental handoffs, and resource plans. Usage was institution-wide rather than confined to a single site, supporting cross-functional coordination and standardized project workflows.
Governance shifted toward a centralized portfolio approach with standardized task tracking and reporting workflows to improve oversight and resourcing decisions. As reported, up to 95% of projects are now completed through TaskRay, and the university gained improved ability to forecast and justify IT resourcing, demonstrating stronger portfolio control and evidence-driven resource planning.
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FieldEdge LLC | Professional Services | 250 | $30M | United States | TaskRay | TaskRay | Project Portfolio Management | 2023 | n/a |
In 2023, FieldEdge LLC implemented TaskRay to manage customer onboarding and implementation projects across the United States. The TaskRay Project Portfolio Management deployment was targeted at FieldEdge's implementation and customer success functions within a midmarket professional services firm with approximately 250 employees.
Implementation focused on configuring project templates, reporting dashboards, and resource visibility to standardize onboarding workflows and accelerate time-to-go-live. TaskRay was configured to provide template-driven project plans, stage gating for implementation milestones, and role-based visibility for implementation specialists and managers. These functional capabilities align with Project Portfolio Management practices such as portfolio visibility, resource allocation, and repeatable delivery pipelines.
Operational coverage centered on customer onboarding and implementation teams, with the TaskRay project records tied to accounts managed by implementation specialists. The system provided resource visibility and reporting that doubled accounts managed per implementation specialist according to the case study. No named integrations are specified in the source, the deployment scope remains focused on United States operations and implementation workflows.
The case study reports a near 40 percent reduction in go-live time and improved customer satisfaction attributed to the use of TaskRay templates and reporting. Governance changes included standardized onboarding templates and centralized reporting to enforce consistent project delivery and to support capacity planning for implementation staffing. Outcomes cited are from the vendor case study and reflect reported operational benefits for FieldEdge LLC following the TaskRay Project Portfolio Management implementation.
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Harver | Professional Services | 300 | $37M | United States | TaskRay | TaskRay | Project Portfolio Management | 2017 | n/a |
In 2017 Harver implemented TaskRay, a Project Portfolio Management application native to Salesforce. The selection prioritized a Salesforce native solution and low operational overhead because Harver has a single Salesforce administrator, and the initial implementation criteria were centralized visibility, smoother sales to onboarding hand offs, and reusable project templates to avoid reinventing the wheel.
TaskRay was configured to provide centralized project boards and onboarding playbook templates, with task assignment and status tracking to increase team transparency. Configuration focused on template cloning and workflow automation to capture repeatable onboarding sequences, enabling consistent hand offs from sales to the customer onboarding team and reducing manual project setup.
Because TaskRay is a Salesforce native app sourced from the AppExchange, implementation emphasized direct use of Salesforce records to drive project creation and to expose project status to sales and customer success teams. Operational scope covered the entire Harver team with specific emphasis on the sales organization and the customer onboarding function, while a single Salesforce administrator was assigned to maintain templates, permissions, and upkeep.
Governance centered on centralized template ownership and simple configuration to limit ongoing administration effort, and rollout prioritized core onboarding workflows before broader adoption. Harver reported improved satisfaction with the selection process and product, stating "We are so much happier with our choice. Not only was TaskRay’s sales process much smoother and more enjoyable, but TaskRay’s interface and functionality is much better."
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Leisure and Hospitality | 5700 | $5.0B | United States | TaskRay | TaskRay | Project Portfolio Management | 2023 | n/a |
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