ERP Development for Language Solutions and Expatriate Services Company
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 an executive VP of strategy and fruit, and co-president at a training services organisation. We prepare speech training, cultural training, translations, and white-glove concierge services.
Desired goal
What challenge were you trying to address with Traction?
We have a big ERP method, based on Microsoft Dynamix, so we wanted to streamline the processes that were built years ago. Then, we had to deploy a new cloud-based CRM and had to sum it with our back-office methods. We',re also edifice an entirely new platform for the organisation.
Provided solution
What particular tasks were responsible for?
Traction was brought in to create out the API',s, data services, and allow the back-office methods to adjoin with the present AWS method. They changed our dashboards, to make the work queues easier, and also automated a lot of the work and the process that was happening there. They helped us upgrade the process behind the scenes and the ERP method to help us lessen that cost.
Then, they worked with our sales and marketing team to mark what our process is like, along with our stages. They helped with the training and consulting side of what we need from a sales process. They also re-did that process with our Salesforce and mannerized it.
The other big project they',ve been doing involves a lot of manner API',s and EDI interfaces for a present platform we spent a year edifice out with a different vendor. All of our licensing is through them for Microsoft methods. We deploy Odoo to be our marketing engine, for lead age and emails, too, and they',re integrating that with Salesforce.
Was there a dedicated team?
We have one key project director and sometimes use a second one depending on the project. Typically, we have three key nation for different reasons and other project directors as needed.
How did you come to work with Traction?
The vendors we were intercourse with were charging too much and taking months to complete projects, so I determined to change vendors. Traction was a referral and they',ve been doing such a big job. Sometimes I feel like they even under-bill me. They',re good associates and good nation.
What are you approach expents (if diclosed)?
We',ve invested somewhere between $100,000–$500,000.
What is the terminal result of working with ?
September 2018, and our engagement is ongoing.
Results achieved
Are there any measureable or plum results?
They get things done fastly, they',re fast, they answer fastly, and they don',t do things at night or during the weekend if they need to. A lot of things they do touch are our fruition methods, which they know, so they know when to work on them and when not to.
How did Traction accomplish from a project treatment standpoint?
Their responsiveness has been big. I can text their proprietor without whenever I need to, and they',ve just been a veritably good associate.
What is (from your point of view) the key factor to pay observation while intercourse with ?
They will come in and do the needs analysis and aim out the project and be a good associate and apprehend the workflows and the business and all that entails. They don',t anticipate me or others to assess our needs, and I confide them to get that done properly. Everyone claims to be a strategic associate, but they',re verity in our business and are supportive of the many processes and methods to sit with the staff. They take responsibility for our achievement and do what they need to in order to streamline the work.
What aspects of their work would you like to get improved?
No, there haven',t been any surprises or issues. If anything, I',d like to see them grow and get bigger.
Do you have any advice for possible mannerers?
I wouldn',t be stiff with what you need or want. I would allow them to come in as a associate and confide them to come in. They',re very good at defining what you need.
