Cloud Creations Implements Project Management App for Public Accountants

PORTLAND, OR – Jan 31, 2017 – My Accounting Team (MAT) is a premier provider of cloud-based Bookkeeping and Accounting solutions for start-ups and small to mid-size organizations. MAT is a team of experts and innovators, utilizing best practices, technology, and over 50 years of experience to provide convenient, online, and secure, bookkeeping and accounting services.  MAT contacted Cloud Creations (Salesforce) because they needed a way to take the information that they were working with and put into a single application that could process multiple tasks under one project functionality. This single project functionality also needed to have the capabilities to generate data at varying intervals such as batch updates, information cloning, and more.

Cloud Creations introduced TaskRay into MAT’s existing Salesforce® platform. By creating a custom “junction object” and writing dynamic code to accompany it, Cloud Creations produced integrative templates intended to layer the existing functionality of the TaskRay operation. The template layering infused MAT’s existing project management application with multiple dynamic layers of functionality streaming from one source. In the end, the ability to create a full functionality custom junction object capable of cloning project data, utilizing templates to process information at different intervals, batches to capture data, etc. accommodated the stringent project management

In the end, building the functionality of a custom junction object capable of cloning project data, utilizing templates to process information at different intervals, and creating batches to capture data, solved the stringent project management needs that MAT demanded.

Media Contact
Samantha Rogers
(800) 951-7651
[email protected]