Sourcetoad

BACKGROUND

Please describe your company and position.

I am the Founder and CEO of an AI automation company 

Describe what your company does in a single sentence.

We provide AI-driven automation tools for the promotional products industry, eliminating manual processing for purchase orders, artwork, and data workflows.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Sourcetoad to accomplish?

• We engaged Sourcetoad to accelerate our AI-driven development practices, establish engineering best practices, build out our CI/CD pipelines, and provide DevOps support — including pioneering MCP (Model Context Protocol) integrations to power intelligent internal tooling.

SOLUTION

How did you find Sourcetoad?

Referral

Why did you select Sourcetoad over others?

Referred to me

How many teammates from Sourcetoad were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Sourcetoad has been embedded as a development and consulting partner supporting our AI-first product suite. Their work included establishing engineering best practices, building and maintaining CI/CD pipelines, and providing ongoing DevOps support across our infrastructure. A standout deliverable has been MCP (Model Context Protocol) integration work that enabled a Slack-based workflow — allowing querying and interacting with live inventory data directly through natural language in Slack. This work has become a core operational capability.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

CI/CD pipelines are established and have meaningfully improved deployment reliability and development velocity. Engineering practices across the team have been standardized and elevated.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Sourcetoad has been flexible and responsive throughout, adapting to our evolving needs as an AI startup. They communicate clearly, flag issues early, and have consistently delivered on the work they commit to each sprint.

What was your primary form of communication with Sourcetoad?

Virtual Meeting

What did you find most impressive or unique about this company?

Their early and deep investment in MCP as a production-ready integration pattern. Most teams were still evaluating it theoretically — Sourcetoad shipped a real, working MCP infrastructure for us that our team uses every day.

Are there any areas for improvement or something Sourcetoad could have done differently?

Nothing significant. The engagement has been a strong fit for our stage and pace.  I couldn't be a bigger fan of how they operate and the quality of their people and deliverables.

BACKGROUND

Please describe your company and position.

I am the Founder of MFA Replicator, LLC

Describe what your company does in a single sentence.

MFA Replicator provides a centralized, secure platform that enables small and medium-sized businesses to share multi-factor authentication text message codes across team members without relying on a single device owner.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Sourcetoad to accomplish?

• To design, architect, and build an MVP web application that centralizes SMS-based MFA code sharing for distributed teams, including design and discovery, UI/UX prototyping, Twilio integration, user access controls, and ongoing maintenance and support.

SOLUTION

How did you find Sourcetoad?

Worked with the team previously

Why did you select Sourcetoad over others?

• Close to my geographic location
• Good value for cost
• Company values aligned
• Trust in the Team

How many teammates from Sourcetoad were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Sourcetoad conducted a full Design and Discovery phase including workflow and user journey mapping, technical analysis of telephony integrations such as Twilio, preliminary UI/UX prototyping, and MVP feature definition. 
They then moved into active MVP development covering code capture functionality, multi-number setup, role-based user access controls, basic logging, secure AWS infrastructure, and a deployment pipeline. The engagement also includes ongoing L2 and L3 support and maintenance services post-launch.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The Design and Discovery phase was completed on time and within budget, producing a validated MVP feature set, user journey maps, and technical architecture. Development also remained on track, with a beta and production launch milestones.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Sourcetoad follows Agile practices with regular status updates, risk identification, and roadmap planning sessions. Communication is primarily asynchronous over Slack with scheduled meetings as needed. They moved seamlessly from a Design and Discovery phase into active development, delivered the design phase on schedule, and have maintained clear accountability throughout.

What was your primary form of communication with Sourcetoad?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Sourcetoad invested heavily in a structured Design and Discovery phase before writing a single line of code, mapping user journeys, auditing telephony integrations, and prototyping the UI to validate requirements.

Are there any areas for improvement or something Sourcetoad could have done differently?

None at this time. The engagement is still in active development and has proceeded smoothly through design and into the build phase.

BACKGROUND

Please describe your company and position.

I am the Founder, President of Ferde Grofé Music Foundation, Inc.

Describe what your company does in a single sentence.

 The Ferde Grofé Music Foundation preserves, digitizes, and promotes the musical and historical legacy of American composer Ferde Grofé.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Sourcetoad to accomplish?

• We wanted to create a modern digital platform that would preserve and showcase Ferde Grofé's legacy while making recordings, archival materials, educational resources, and press assets easily accessible to educators, orchestras, museums, journalists, and music enthusiasts.

SOLUTION

How did you find Sourcetoad?

Online Search

Why did you select Sourcetoad over others?

• High ratings
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Sourcetoad were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

 Sourcetoad designed and developed a modern digital platform for the Ferde Grofé Music Foundation. The project included digitizing and organizing archival materials, building a scalable content management system, creating audience-specific experiences for educators, orchestras, museums, and media organizations, and developing a Listening Room where visitors can explore Grofé's music. Additional features included downloadable press kits, museum outreach resources, event listings, and inquiry forms for requesting archival materials and sheet music.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The Foundation now has a centralized platform for managing and distributing archival content, recordings, educational materials, and press resources. The site has significantly improved accessibility to Grofé's work and provides a foundation for future educational and outreach initiatives.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The team was highly communicative and collaborative throughout the project. They kept us informed at every stage, responded quickly to feedback, and delivered a polished final product on schedule. They were especially effective at translating our vision into practical solutions.

What was your primary form of communication with Sourcetoad?

Virtual Meeting

What did you find most impressive or unique about this company?

Their ability to combine technology, design, and storytelling. They didn't simply build a website; they helped transform decades of historical material into an engaging experience that feels both timeless and modern. The Listening Room and overall user experience are particularly impressive.

Are there any areas for improvement or something Sourcetoad could have done differently?

 No significant areas for improvement. They were thoughtful partners throughout the process and consistently delivered high-quality work.

BACKGROUND

Please describe your company and position.

I am the CPO of Activate Learning

Describe what your company does in a single sentence.

Activate Learning develops research-based science curriculum and digital tools to support K-12 educators across the U.S.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Sourcetoad to accomplish?

• We brought on Sourcetoad to build and maintain our web-based learning platform, which supports our middle school science curriculum and broader digital product ecosystem.

SOLUTION

How did you find Sourcetoad?

Online Search

Why did you select Sourcetoad over others?

strong technical capabilities, trusted long-term partner, consistency, able to evolve with us

How many teammates from Sourcetoad were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Sourcetoad has been our digital partner for over a decade. They’ve built and maintained the full platform that powers our science curriculum, from classroom tools and student progress tracking to standards alignment and assessment modules. The platform includes real-time data syncing, adaptive interfaces for different school systems, and continuous improvement of user experience and infrastructure. Their work spans initial architecture, ongoing development, DevOps, and continuous feature delivery.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Our entire business uses the digital platform they’ve built. Thousands of teachers and students use the system daily. We’ve consistently hit product deadlines, received positive feedback from schools, and been able to scale our reach thanks to their technical support.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Sourcetoad works in Agile sprints and provides consistent communication and accountability. Their team has always delivered on time, been quick to respond to support requests, and been flexible in handling the evolving needs of our sector (education).

What was your primary form of communication with Sourcetoad?

Virtual Meeting

What did you find most impressive or unique about this company?

Their ability to act as a true extension of our internal team. After more than 10 years, they still bring fresh ideas, proactive risk mitigation, and reliable technical stability.

Are there any areas for improvement or something Sourcetoad could have done differently?

Not really. They’ve scaled with us every step of the way, and we continue to trust them with all new development initiatives. 

BACKGROUND

Please describe your company and position.

I am the Vice President of Thompson Consulting Services

Describe what your company does in a single sentence.

Thompson Consulting Services provides emergency response, disaster recovery, and environmental services to communities across the U.S.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Sourcetoad to accomplish?

• Custom Web & Mobile Development
• Embedded Systems Engineering
• DevOps & Infrastructure Management

SOLUTION

How did you find Sourcetoad?

Referral

Why did you select Sourcetoad over others?

• Great culture fit
• Referred to me
• Company values aligned

How many teammates from Sourcetoad were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Sourcetoad designed and built TDMSmobile from the ground up, a disaster monitoring and debris management platform that supports operations such as truck certification, ROW collection, PPDR, demolitions, haul-out, and disposal tracking. The platform operates fully offline in post-storm scenarios with no cellular service. Sourcetoad also developed custom C++ Bluetooth printer drivers to support rugged field hardware and continues to provide extensive infrastructure support, monitoring, and feature development today.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

TDMSmobile is used daily by field crews across the country. It’s resilient in storm-damaged regions, integrates tightly with our internal processes, and has enabled us to modernize and scale our disaster response operations significantly.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Sourcetoad is exceptionally responsive. They’ve built highly complex systems for us on time and to spec, and they proactively monitor everything. Their team engages in quarterly roadmapping with us and delivers predictably and consistently.

What was your primary form of communication with Sourcetoad?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They built custom embedded C++ drivers for us because nothing off-the-shelf could meet our field requirements. That level of commitment and technical craftsmanship is rare. They’re like part of our team.

Are there any areas for improvement or something Sourcetoad could have done differently?

No. We’re extremely happy with the partnership and continue to invest in growing the platform with them.

BACKGROUND

Please describe your company and position.

I am the Director of Pinnacle Healthcare Consulting

Describe what your company does in a single sentence.

Pinnacle Healthcare Consulting provides physician compensation analysis and compliance services for healthcare organizations.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Sourcetoad to accomplish?

• To design and build a web-based application that digitizes our provider compensation evaluation spreadsheets and supports scalable FMV (fair market value) analysis for healthcare clients.

SOLUTION

How did you find Sourcetoad?

Referral

Why did you select Sourcetoad over others?

• High ratings
• Great culture fit
• Referred to me
• Company values aligned

How many teammates from Sourcetoad were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Sourcetoad worked with us to design, architect, and build a provider compensation analysis platform from scratch. The MVP included digitization of our FMV spreadsheets, user flows for automated and manual risk scoring, and support for white-glove assessments. Deliverables included a wireflow-tested design, secure AWS infrastructure, and a full-featured web application used actively by our team and clients.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The full MVP was delivered successfully and ahead of schedule. It is used in active client engagements today, and the project came in under budget.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The team followed Agile best practices with biweekly demos, clear communication, and a responsive PM. We came in under time and under budget, and any requested changes were addressed quickly and professionally.

What was your primary form of communication with Sourcetoad?

Virtual Meeting

What did you find most impressive or unique about this company?

They brought a high level of professionalism to healthcare-grade software development. Their understanding of compliance and security requirements was matched by strong engineering execution.

Are there any areas for improvement or something Sourcetoad could have done differently?

Nothing significant. They’ve continued to support the platform post-launch, and the relationship has been smooth.

BACKGROUND

Introduce your business and what you do there.

I’m the director of business development and licensing for a nonprofit organization. Our company aims to prepare young people for lives of impact and purpose.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Sourcetoad?

We needed help with the development of a product fulfillment system.

SOLUTION

What was the scope of their involvement?

Sourcetoad developed a product approval system, ordering system, shipping template, and sales reporting system. The product approval system included brand approval.

What is the team composition?

We worked with two teammates from Sourcetoad.

How did you come to work with Sourcetoad?

Someone referred Sourcetoad to us. We chose them over other options because of their expertise and product fulfillment.

How much have you invested with them?

We spent more than $500,000.

What is the status of this engagement?

We worked together from December 2021–April 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Sourcetoad met our functionality deadlines. We established clear functionality requirements for supplier testing and usability. As a result, we streamlined administration and increased user engagement.

How did Sourcetoad perform from a project management standpoint?

Sourcetoad’s project management was excellent. We communicated through a weekly cadence.

What did you find most impressive about them?

Sourcetoad’s personal attention to customer needs and wants was impressive. They were very customer-focused and flexible.

Are there any areas they could improve?

No, there weren’t any.

BACKGROUND

Introduce your business and what you do there.

I'm the CEO of a publishing company that provides legal information to law enforcement in the US.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Sourcetoad?

We needed help with AI training and adoption of AI in the organization. We also needed a third party review of portions of our code.

SOLUTION

What was the scope of their involvement?

Sourcetoad provided AI training for our company's division. They also did a code review with recommendations. The team created, implemented, and moderated the training. They also provided materials, including PowerPoint presentations and custom modules for our business.

What is the team composition?

We worked with two to four teammates from Sourcetoad.

How did you come to work with Sourcetoad?

A friend recommended them, and we trusted they could do the job.

What is the status of this engagement?

We worked together from October–December 2024 and again June–July 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

My team was able to integrate AI, which improved editorial productivity on certain projects by as much as 20%. We also developed new product offerings, although they haven't been released yet.

How did Sourcetoad perform from a project management standpoint?

Sourcetoad's project management was very good. They did what they said they would do. We communicated via email, phone, and online meetings.

What did you find most impressive about them?

Sourcetoad was very professional, intelligent, great communicators and delivered as expected.

Are there any areas they could improve?

There was nothing they needed to improve.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of Thankscrate, a software company. We offer monthly subscription packages that help businesses celebrate employees' birthdays and work anniversaries, improving employee engagement and ensuring staff feel appreciated and valued.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Sourcetoad?

We needed Sourcetoad to take our concept into reality and build our software platform from the ground up.

SOLUTION

What was the scope of their involvement?

Sourcetoad has built our software from conception to market-ready. They’re our engineering partners and continue to help us build and guide our product decisions.

What is the team composition?

We work with 6 teammates from Sourcetoad.

How did you come to work with Sourcetoad?

We found them through a referral.

What is the status of this engagement?

We started working together in January 2023, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

The product is market-ready, fully tested, and extremely scalable.

How did Sourcetoad perform from a project management standpoint?

Their overall management is why we hired them. If anything was behind over the past 24 months, they explained our options, worked hard to revise a plan, and never made excuses. We primarily communicate via Slack, daily emails, weekly meetings, and phone calls.

What did you find most impressive about them?

Sourcetoad feels like part of our team, and we all feel like family.

Are there any areas they could improve?

I can’t think of anything.