National Retail Property Operator
Solution Stack
Salesforce, TaskRay
Business Units
Leasing, Legal, Tenant Coordination, Lease Accounting
Services
Advisory, Implementation, Delivery-as-a-Service
Timeline
24 weeks
Clarity and Control for Every Store Opening
A national retail real estate group with locations across the U.S. was experiencing rapid growth, but struggled to keep store openings on track. Critical launch dates were buried in spreadsheets, emails, and siloed tools, making it difficult to forecast accurately or respond quickly when issues arose.
Problem
With multiple departments working on every store launch—leasing, legal, construction, accounting—things fell through the cracks. Key milestones were buried in static documents or tracked in one-off systems that no one else could see. When delays hit, teams didn’t know until it was too late. Stores missed opening dates, forecasts fell apart, and the ripple effects hit both tenant relationships and revenue.
Process
To solve the issue, the organization partnered with Fortimize to implement TaskRay, a project management tool natively built in Salesforce. Instead of scattered trackers, teams now had a unified view of store opening timelines. Milestones were mapped, dependencies were flagged, and alerts were triggered automatically when something slipped. The entire launch process—from lease execution to occupancy—was now visible in one place, with every team aligned on what needed to happen and when.
Results
Within six months, the company saw a dramatic shift: store openings stayed on schedule, accountability was built into every stage, and coordination across business units became the norm. Nearly 2,000 hours of status check-ins were eliminated each year. Forecasting became more accurate, and when issues did arise, they were identified faster and handled proactively—without derailing the entire timeline.
Executive Outcomes | Operational Impact | Technical Shift |
|---|---|---|
Forecasted openings | Eliminated status checks
| Scaled project tracking |
Increased accountability | Identified risks earlier | Automated alerts |
Impact on Retail Tenants
Tenants experienced smoother, more predictable onboarding—with fewer surprises, faster store openings, and a more confident launch process. That reliability strengthened the relationship from day one and helped tenants focus on opening successfully, not chasing down project updates.
