Recent Projects
Highlights from recent projects below - helping Clients build business value for their Clients through customer relationship management and sales operations systems, customer service management systems, and general business and IT transformation.
Market: Low Voltage
Critical Path: Service Business Planning / Process Optimization
Field Service Business Startup with CRM and Ticketing Systems
Challenges:
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Multiple ticket systems in play across customers due to organic growth; need for single interface
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Lack of ticket workflows, automation, SLA, tracking for internal help desk and client queues
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Need for documented service and maintenance product offerings, priced and packaged for sale to normalize client facing offers
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Tracking and reporting of internal programs and client facing IT projects
Solutions:
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Service business goals and program/product definition documented with 120 Day plan
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Instituted Disciplined Agile processes for internal program tracking for 4 departments (IT, Marketing, Safety, Client Services) using Zoho Sprints
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Combine ticketing into Zoho Desk with automated communications to clients and SLA enforcement for key accounts
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Redesign of Company web site and move to Wix platform feeding Zoho One components (CRM, Desk, Etc)
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An anti-agency approach that redesigned website while training staff to support themselves, eliminating agency fees.
- Unified efforts across multiple departments through aligned Sprints and Agile Methodologies
- Automated data feeds into existing systems and showed value of multiple in-place systems to avoid costly rip-and-replace projects.
Unexpected Value:
Market: Real Estate
Critical Path: Redesign and IDX integration
Web Presence with IDX | MLS Integration
Challenges:
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Lack of support from current web solution provider
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Supplier risk due to custom content and proprietary platform
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Inability to 'launch' new site functionality with custom plug-in
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Need to differentiate from similar sites online
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Missing SEM strategy
Solutions:
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Evaluation and recommendation of new web platform
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Web re-design on Wordpress
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Integration of IDX for MLS real estate listings
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Creative rework to update and align video and print advertising
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An anti-agency approach that transferred creative ownership and site access while still supporting monitoring and maintenance of the finalized site
- Significantly lowered cost of ownership
- Updated and configured IDX integration revealed incorrect legal messaging in old system and lowered risk
Unexpected Value:
Web Presence, Brand/Logo, and Store Integration
Market: Manufacturing
Critical Path: Configurator Forms and Store
Client's Challenges:
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Need to switch from Regional brand to new US National brand including new creative/logo work
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Requirement for complex configurator style forms for custom manufacturing custom parts to be expressed simply, online
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Automated communications and workflows associated with options and form elements
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Desire for self-service abilities vs. agency dependence
Our Solutions:
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Conceptualized new logo/brand style/elements
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Moved Client to Wix platform for self service ease
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Implementation of Wix Ascend custom workflows for automated communication to clients based on event triggers
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Formatted configuration forms to feed database and allow for easy storage of customer config data
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SEO setup and reporting
Client's Unexpected Value:
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Simplified web store for product sales via Wix
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Customized communication campaigns based on site actions via Ascend tools
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Lower cost of platform for web presence and ability to self-service requests and communications via a single platform (Wix)