Capital Numbers

BACKGROUND

Please describe your company and position.

I am the Data Strategist of a financial services company 

Describe what your company does in a single sentence.

We are a wealth management company in the financial services industry.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Capital Numbers to accomplish?

• To Build a web app for our business process.
• To provide a user friendly option for our clients.

SOLUTION

How did you find Capital Numbers?

Referral

Why did you select Capital Numbers over others?

• Good value for cost
• Referred to me

How many teammates from Capital Numbers were assigned to this project?

2-5 Employees

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

Capital Numbers was intstrumental in helping us take our rough outline and turn it into a more friendly digital experience. They worked with us to walk through the entire process and logic and then turn it into a web out.

From our inital consulting phase they built out a framework that we used to implement and walk through the steps and key features of our product.

RESULTS & FEEDBACK

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

We used the framework from the original consulting phase of understanding the scope of the project, key features and business deliverables.

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

Yes, Capital Numbers delivered on our project from a project managment dashboard. The outline and deliverables were clear in Teamwork. From time to time, given the back and forth we might get off track but generally speaking, we stayed course and they were a good outsourced team to work with.

What was your primary form of communication with Capital Numbers?

• Virtual Meeting
• Email or Messaging App

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

We were impressed by the early turnaround in the first couple of months of the project.

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

In periods where the project stalled sometimes the delay between meetings and the clarity of where we were or what was needed could have move the ball forward a little faster. In big projects with remote work, this is probably normal but that is the only point that might have been an area to "improve" upon.

BACKGROUND

Please describe your company and position.

I am the Managing Partner of a financial services company.

Describe what your company does in a single sentence.

Our company provides investment management tailored to streamline investment management processes for homeowners associations (HOAs).

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Capital Numbers to accomplish?

• Create a custom web applications to increase efficiency in our investment management process
• Create and enhance transparency between our clients and their clients

SOLUTION

How did you find Capital Numbers?

Online Search

Why did you select Capital Numbers over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from Capital Numbers were assigned to this project?

2-5 Employees

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

The scope of work involved developing a custom software solution tailored to the specific needs of our homeowners association (HOA) investment management processes. Key deliverables included: 

1. Requirement Analysis: Capital Numbers conducted a thorough analysis of our requirements, including the need for transparency, efficiency, and compliance with regulatory standards. 
2. Custom Software Development: They developed a comprehensive software platform designed to streamline investment management tasks, such as portfolio tracking, asset allocation, and reporting.
3. User Interface Design: The team created an intuitive and user-friendly interface for easy navigation and accessibility by HOA board members and stakeholders. 
4. Integration with Existing Systems: The software was seamlessly integrated with our existing systems to ensure compatibility and smooth data transfer. 
5. Testing and Quality Assurance: Rigorous testing procedures were implemented to identify and resolve any bugs or issues, ensuring the software's reliability and performance. 
6. Training and Support: Capital Numbers provided comprehensive training sessions for our staff to ensure they were proficient in using the software. Ongoing support was also included to address any questions or concerns that arose post-implementation. 

Overall, the scope of work aimed to deliver a robust and efficient software solution that met our specific requirements for HOA investment management, enhancing transparency, efficiency, and compliance.

RESULTS & FEEDBACK

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

The project achieved several measurable outcomes that demonstrate progress and success: 

1. Increased Efficiency: The implementation of the custom software solution led to a significant improvement in efficiency within our investment management processes. Tasks that previously required manual efforts, such as portfolio tracking and reporting, were streamlined and automated, reducing the time and resources required to manage investments. 
2. Enhanced Transparency: The software provided real-time access to investment data, resulting in enhanced transparency for HOA board members and stakeholders. They could easily access information on asset allocation, performance metrics, and financial reports, fostering greater trust and confidence in the investment management process. 
3. Improved Compliance: By incorporating features to ensure compliance with regulatory standards, such as Davis-Stirling Act requirements, the software helped us maintain adherence to legal guidelines and best practices. This mitigated the risk of non-compliance and potential penalties, demonstrating a commitment to regulatory compliance. 
4. Cost Savings: The automation and streamlining of investment management tasks resulted in cost savings for the association. Reduced manual effort and improved efficiency translated into lower operational costs over time, contributing to overall financial sustainability. 
5. User Satisfaction: Feedback from HOA board members and stakeholders indicated high levels of satisfaction with the software's functionality and usability. Users appreciated the intuitive interface, comprehensive features, and the ability to access investment data easily, contributing to a positive user experience. 

Overall, these measurable outcomes demonstrate the tangible progress and success achieved through the implementation of the custom software solution, delivering value to the homeowners association and its stakeholders.

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

Capital Numbers demonstrated excellent project management throughout the engagement. They consistently delivered items on time and effectively communicated project milestones and progress updates. Their proactive approach to addressing our needs and concerns ensured that any issues were promptly resolved, contributing to a smooth and efficient project execution. 

Additionally, their team is responsive and receptive to feedback, making necessary adjustments to meet our needs and preferences.  Overall, their project management approach was highly effective, resulting in a successful collaboration and the timely delivery of key deliverables.

What was your primary form of communication with Capital Numbers?

• Virtual Meeting
• Email or Messaging App

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

What impressed us most about Capital Numbers was their ability to provide high-quality development services while maintaining a strong focus on customer satisfaction. They consistently demonstrated a deep understanding of our project requirements and industry nuances, allowing them to deliver tailored solutions that met our specific needs. 

Additionally, their commitment to transparency, proactive communication, and willingness to go above and beyond to exceed our expectations set them apart from other service providers. Their dedication to excellence and continuous improvement made our collaboration both enjoyable and successful.

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

While our experience with Capital Numbers was overwhelmingly positive, there were a few areas where improvement could have been made. Specifically, there were occasional instances where communication could have been more timely and proactive. Additionally, there were a few minor delays in the delivery of certain project milestones, although these were promptly addressed and rectified by the team. 

We believe that having a dedicated developer assigned to the project from the outset could have helped mitigate these issues, and we would welcome the opportunity to explore this option for future collaborations with Capital Numbers. Overall, while there is room for improvement in these areas, they did not significantly impact the overall success of the project or our satisfaction with Capital Numbers' services.

BACKGROUND

Please describe your company and position.

I am the Founder & CEO of a SaaS provider

Describe what your company does in a single sentence.

Software as a Service (SaaS) Job Board for sourcing, and screening candidates, allowing access to employers to communicate with candidates, organizing the hiring and applicant tracking process for employers.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Capital Numbers to accomplish?

• Web Application Development

SOLUTION

How did you find Capital Numbers?

Online Search

Why did you select Capital Numbers over others?

• High ratings
• Good Marketing

How many teammates from Capital Numbers were assigned to this project?

2-5 Employees

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

Development and delivery of the web application front and backend, code repository, and documentation.

RESULTS & FEEDBACK

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

Project was broken down into multiple milestones as a means to measure progress.

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

First of all, I was a single member micro startup developing a full-scale web application. I spent over $30,000 of my own money for them to develop my web application. But I'm almost positive that Capital Numbers, who works with many large-scale Fortune 500 companies, wasn't really the best match for me. So, I can't recommend them for micro businesses. 

A 4-month project took 1.5 years to complete! I will take some blame, but there were many issues from CN regarding delayed delivery, communication (or PM's flat-out ignoring or even caught lying to me), quality assurance, proper requirements gathering, contract-related issues, etc...etc. By the end, I think we were both tired of each other and waiting to move on. 

Overall, I did have a great experience with two (out of four) of my former Project Managers Sujan and Moin. They were very responsive and went above and beyond to develop and deliver my project. I hope CN improves their processes and wish them well going forward!

What was your primary form of communication with Capital Numbers?

• Virtual Meeting
• Email or Messaging App

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

I've learned that a good PM can really make all the difference! I liked working with a Sujan and Moin as they were very good in communicating. Sujan, even gave me his personal number. Anytime I had an issue, we would talk about it, and it would get solved. He anticipated my needs and provided suggestions that helped my project move forward. So, I would say that Capital Numbers did a great job in hiring a couple of project managers that provided a personalized experience.

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

A bad PM can also really destroy your mindset. I felt that CN numbers didn't do the best job in selecting a couple of the other PMs. Gladly, they no longer work there! There were times I felt ignored for weeks and began to worry that my project code was never going to be delivered. That was scary! Unfortunately, it was a hit or miss when being provided a good PM.

BACKGROUND

Please describe your company and position.

I am a Marketing Manager at Cognatio Solutions

Describe what your company does in a single sentence.

We recruit exceptional GTM teams for early and growth-stage VC/PE-backed B2B SaaS companies worldwide.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Capital Numbers to accomplish?

• Help with website design
• develop backend
• develop front end
• Set up UX/UI

SOLUTION

How did you find Capital Numbers?

• Online Search
• Referral

Why did you select Capital Numbers over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Capital Numbers were assigned to this project?

2-5 Employees

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

We needed a new website to be published within a certain time limit. It included helping us finalize designs for the website, correcting and updating errors on the dummy website, and developing the back end and front end of the website. As well as making sure everything works once published.

RESULTS & FEEDBACK

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

Communication with updated revisions of the design, fixing errors according to our feedback and seeing those designs applied to the dummy website.

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

The project overrun a couple weeks after when we'd like to be finished. The team was sometimes slow to reply to us with updated versions, even though the work was done. After publication Jag and the team was very quick to make changes and tackle errors on the live website.

What was your primary form of communication with Capital Numbers?

• Virtual Meeting
• Email or Messaging App

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

The dedication to their work was impressive.

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

The only areas of improvement I want to mention is , making sure that they understand what we are trying to say and implementing it successfully.There was a lot of unnecessary back and forth which wasted some of our time because the deliverables were not as we had described them or what we had asked for, so they had to go back and fix it.

BACKGROUND

Please describe your company and position.

I am the Managing Director of Peggy Porschen Group Ltd

Describe what your company does in a single sentence.

At Peggy Porschen we are passionate about storytelling through the canvas of cake. In harmony with the rolling seasons, our pastry and styling experts weave captivating narratives. Always evolving - and under the creative direction of Peggy Porschen herself - each season’s storyline flows seamlessly throughout our cakes & confectionery, Parlour exterior and interior installations and online shop

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Capital Numbers to accomplish?

• ecommerce website
• Attractive design

SOLUTION

How did you find Capital Numbers?

Online Search

Why did you select Capital Numbers over others?

• Pricing fit our budget
• Good value for cost

How many teammates from Capital Numbers were assigned to this project?

2-5 Employees

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

Keeping the main theme in design, we agreed to develop a better user experience for our website. Also with Corona in between, we included other features to book table online, click and collect and made changes to internal working and processing of our orders.

RESULTS & FEEDBACK

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

We were able to achieve the order processing with limited staff work, Integrated shopify apps, optimised website performance,

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

Yes, they were prompt in communication and answering the call. We always had a weekly meeting over zoom to discuss feedback

What was your primary form of communication with Capital Numbers?

• Virtual Meeting
• Email or Messaging App

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

Communication and the agreed timeline was the key.

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

Not really sure, but they did their best to cover the agreed work for us.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of a healthcare company. We have a marketplace application that connects healthcare providers in the industry.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Capital Numbers?

We needed to enhance the app and develop more functionalities. We thought about this idea during the COVID-19 pandemic to help people who didn’t have access to doctors.

SOLUTION

What was the scope of their involvement?

The application was already live on the Google Play Store and App Store. We’ve worked with Capital Numbers to enhance it, build more functionalities, and fix some bugs.

The app is for Android and iOS; it allows users to make an appointment with any doctor, chat, and have video calls with them. Providers can also advertise themselves on the app so that people can find health and well-being products.

What is the team composition?

We have two teammates assigned to the project: a frontend developer and a backend developer.

How did you come to work with Capital Numbers?

We found them through an online search.

How much have you invested with them?

We’ve spent $10,000.

What is the status of this engagement?

We started working with them in February 2023, and our relationship is ongoing.

RESULTS & FEEDBACK

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

Capital Numbers has done a wonderful job. Anyone downloading the application can feel that the functionality is better than before.

How did Capital Numbers perform from a project management standpoint?

I’m the project manager, so I do most of it. However, Capital Numbers has someone coordinating on their side, and they’ve provided the technical support that we need.

We typically communicate through Slack and Google Meet. Additionally, we use Trello for project management.

What did you find most impressive about them?

They put the customer first and have great resources.

Are there any areas they could improve?

They could manage the expectations better to ensure we understand exactly what’s in question and reduce the rework.

Do you have any advice for potential customers?

Go ahead and hire Capital Numbers.

BACKGROUND

Please describe your company and your position there.

I am the founder of a startup trying to create an online web based coding bootcamp that's affordable and flexible for career switches trying to get into the tech industry.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Capital Numbers?

My company was in the very early stages of a startup and I had just created very basic napkin wiremocks. I was looking to hire UI/UX designers to take those napkin wiremocks and create fully skinned design assets that I could hand off to an engineering team to complete.

SOLUTION

How did you select this vendor?

I looked at a few companies on clutch that offered UI/UX services. After talking with a few of them as well as considering their previous works and rates I decided on Capital Numbers.

Describe the project in detail and walk through the stages of the project.

I had created the basic napkin wireframes, color palette, as well provided slides and data on basic user research. We went over the in an initial discussion the goal of the product, the user flows, and the customer I am building the product for. After they advised me to create and finalize my logo prior to starting to get a better picture of the theme of the site.

They gave me a survey to fill out on what I wanted from a logo and helped me come up with a few options with which I chose a design which I was satisfied with. After finalizing the logo, they proceeded work on the Home Landing page where they gave input on design and layout. We continued working through the slides through 3 different user flows and finished the UI/UX.

How many resources from the vendor's team worked with you, and what were their positions?

I worked with 4 resources + 1 other resource briefly for the logo:

• Abhijit - The Project Manager and Head of UI/UX at Capital Numbers
• Santanu - UI/UX Lead
• Avin - UI/UX Designer
• Sangita - UI/UX Designer
• Biplab - UX Designer (Logo designer)

I believe Sangita did all of the work, but the others were there at meetings and discussions to make sure designs were going the right direction and built the right way.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

With the UI/UX designs in hand, I have a clickable prototype that I can use to hand off to engineers with which they can use to work on. It was a success for me. They were also able to provide me with some basic stock images that they used in their design which they gave me licenses for, which was appreciated.

How effective was the workflow between your team and theirs?

I enjoyed working with Abhijit, he was a good project manager. He often understood what I was trying to say when describing why I wanted elements designed a certain way. He was also good at checking in to make sure I was satisfied with the work and pace that they were working at. They also had a Teamworks account in which they logged work and hours; although we did not use it much to track stories it worked out for me.

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

I think they had a decent process setup with Teamwork and transparent in their work. They were also accommodating when it came to having video meetings to discuss and iron out questions they had. I was glad that they were willing to put in the time to ask questions and give their input instead of following what I said blindly.

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

I think they could have tried to understand the product and customer a bit more. They could have looked at competitors and played around with the user flow of comparables that I gave them.

BACKGROUND

Introduce your business and what you do there.

I’m the owner and lead developer of a Shopify web development company. We provide frontend web development and Shopify team development services.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Capital Numbers?

We engaged Capital Numbers to help with our increased workload from our client base. We were having trouble hiring developers due to the COVID-19 pandemic, so we turned to them to provide additional development support.

SOLUTION

What was the scope of their involvement?

Capital Numbers has identified resources to help us provide frontend development services to our clients more quickly. We shared our required skill sets, and they found qualified candidates to augment our internal staff. 

The Capital Numbers team has frontend development experience working with JavaScript, React, Vue.js, CSS, HTML, and Liquid. The resources have been helping us build various e-commerce websites and plug-in features for our clients. They’ve also helped us fix bugs and measure page-loading speed. Additionally, they’ve helped us brainstorm collaborative solutions to build new features.

What is the team composition?

We work with a project manager and a frontend developer.

How much have you invested with them?

We’ve spent $25,000–$30,000 on their services.

What is the status of this engagement?

We started working together in March 2022, and the partnership is ongoing.

RESULTS & FEEDBACK

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

We measure their success based on their ability to deliver on our tasks and requirements. Since I’m a developer, I review their code daily, and 95% of the time, they’ve used best practices to approach their tasks. I also compare the quality of the code with the time it took them to complete it, which is typically good. Furthermore, their code is well-written and easy to follow.

How did Capital Numbers perform from a project management standpoint?

Capital Numbers has executed a clear and easy onboarding process. The project manager uses Teamwork to communicate and assign daily and weekly tasks, which is helpful. They’re very communicative via phone and Slack, and we meet via Zoom. 

They also provide daily reports detailing the code they worked on, which helps our team pick up where they left off and vice versa. Overall, I’ve been impressed with their project management system.

What did you find most impressive about them?

Their biggest strength is their development expertise. Capital Numbers is very experienced with Shopify and frontend development.

Are there any areas they could improve?

It would be great if they could have more resources with equivalent expertise to help us with projects simultaneously.

Do you have any advice for potential customers?

The key to success is to engage a technical specialist to help with the project or assign an internal staff member with technical know-how to interpret and understand the developers' work. 

BACKGROUND

Please describe your company and your position there.

I'm the owner of an online membership site that helps people upgrade their skills in English.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Capital Numbers, and what were your goals?

My site is Wordpress based with a custom theme and a number of third-party plugins. I recently extended the functionality of the site with an advanced event plugin. However, the out-of-the-box styling did not match my theme. To enhance the user experience, I asked CN to update the styling and add some site functionality to promote new events for my members. This is expected to drive user engagement, increase the LTV of each paying member, and increase the value proposition to potential new members.

SOLUTION

How did you select this vendor and what were the deciding factors?

I had experience with Capital Numbers in the past. They truly went above and beyond for me during a very difficult time during the pandemic. I had an introductory call with my account manager to explain my needs. The team assured me they had the skills and availability to complete the project. Based on that conversation and my past experience, I initiated the project.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

The scope involved: Formatting theme files to fit multiple custom post types, formatting archive pages, changing static files to account for new post types, and doing other light styling.

How many people from the vendor's team worked with you, and what were their positions?

We had a project manager and at least two other professionals, one of which was focused on design and styling and the other on development. The team works together seamlessly, so I don't feel like I need to track or know too much about each individual's role. I see CN as a whole team and the project manager makes everything easy.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

I will be launching these improvements soon. However, I expect them to increase attendance at my events, which is good for both sales and retention of my subscribers.

Describe their project management style, including communication tools and timeliness.

We communicated on a TeamWork site, using the messaging function and the comment areas of the tasks to communicate. This allowed us to keep conversations focused on one topic at a time and allowed me to see the progress of the project.

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

I run a small business, so I don't have a huge development budget. Their team was very flexible, allowing me to do small projects one at a time. This fits my budget and allows me to make tangible progress on the most important priorities.

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

None noted.

BACKGROUND

Please describe your company and your position there.

I'm the marketing manager for a Land Mobile Radio Co. We manufacture two-way radio conditioning products globally. Working with markets such as public safety, critical communications, education, government, and warehouse & distributing.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Capital Numbers, and what were your goals?

Our website was a few years old and was in desperate need of an update. The original website was very basic and did not have the functionality we were looking for to grow our brand and online presence.

SOLUTION

How did you select this vendor and what were the deciding factors?

I looked at a few vendors for the project but chose Capital numbers due to their reputation and the their flexibility for the project.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

I decided to go with WordPress because I have used it in the past and knew it would give me the functionality and the SEO background to launch our brand. Capital Numbers helped with the website, development, and customization of the website from beginning to end. They also made sure to have the website responsive across all platforms.

How many people from the vendor's team worked with you, and what were their positions?

4 people worked on the website.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

We have already received requests for quotes from the website and the new forms are working well.

Describe their project management style, including communication tools and timeliness.

Communication was done thru google meets and was good for our meetings.

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

They had a great staff that could take care of the hardest WordPress problems.

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

I wish the time zones were easier to manage with meetings and workflow.