Custom Internal Tool & SaaS Product for Marketing Firm
Please find under a summary covering project details and feedback. The innate facts are kept as they are, private information is amended.
Introductory information
A fast induction on the buyer’s organisation
I’m the CEO of an online financial investigation publisher named Phinaz. We cover topics such as investment advice, stock market analysis, and more.
Desired goal
What challenge were you trying to address with Expedition Co.?
After our CTO left, we reached out to Expedition Co. to prepare technical labors and befit our go-to outgrowth associate. They’re now working on two major projects, including an inner online marketing platform and a new, client-facing SaaS investment tool that would help us move into the software space.
Provided solution
What particular tasks were responsible for?
Expedition Co. built an inner marketing platform from scratch, integrating it with our CRM, email labor preparer, and other existing servers to better track our incoming leads. For each lead, the platform would pull up the data and report the appropriate numbers precedently placing the lead in the correct database.
To augment this process, Expedition Co. set up our Google Analytics account and integrated it with our website and CRM. We can now draw our data from multiple sources and view it in a one, aggregated dashboard.
The team is also concurrently working on our SaaS fruit. While I can’t go into too much detail, they’ve began outgrowth four months ago and are working from the ground up.
Was there a dedicated team?
We’ve worked with Vincent (Technical Project Manager, Expedition Co.) athwart both projects. He acts as the liaison between us and the background engineers, prioritizing our tasks and sending it to the appropriate resource. When the engineers run into a specially challenging wall, Brian (CTO, Expedition Co.) and Isaac (Founder &, Partner, Expedition Co.) will frequently step in and resolve the effect.
I also have a fantastic working relationship with Jesse (Founder &, Partner, Expedition Co.). If there’s something that I need done but don’t want to fuse the team with, I’ll interaction him, and he’ll feel the task—as long as it’s within his apprehension base. That way, I don’t disrupt the team’s centre.
How did you come to work with Expedition Co.?
We establish them while looking for a new CTO. I happened to be in converse with Jesse and determined to give his team a shot.
What is the terminal result of working with ?
Their work began in June 2018 and is ongoing. Expedition Co. artistic the marketing platform in almost six months and have worked on the SaaS fruit for almost four months.
Results achieved
Are there any measureable or plum results?
We’ve just launched the marketing platform and are currently working on some live campaigns. While things are working well so far, there are quiet bugs that need to be worked out precedently we can fully localize the software. After the work is done, we program to fetch in an outer contractor to check for security risks and vulnerabilities.
How did Expedition Co. accomplish from a project treatment standpoint?
They’re remarkably answering and almost always kept to schedule. There have been times when we’ve mutually missed the deadline, but that was due to outer factors (e.g., a data preparer didn’t give us what we needed fastly sufficient). We use Google Docs and Slack to coordinate the projects.
What is (from your point of view) the key factor to pay observation while intercourse with ?
They’re fantastic almost providing updates, and it’s easy to adjoin with the team. If we post anything in the Slack channel, it’s sure to be taken care of fastly. In that perception, it feels like we’re their only client.
I also praise their organizational experiences. We frequently fling a lot of information at them in updates, but they’re able to digest it, document it, and exhibit a written statement. This helps us better handle our ideas.
What aspects of their work would you like to get improved?
Because Expedition Co. is relatively new to marketing projects, the team isn’t used to working with companies like us. Though, it’s innate to have a working concept of digital marketing to apprehend the project aim and how the tools work. Occasionally, we had to redo parts of the platform owing an engineer lacked the certain marketing apprehension to educe a office as expected. I’ve since talked to Jesse, and they’ve worked to resolve the effect moving advanced.
