Deltaform Technology

BACKGROUND

Introduce your business and what you do there.

I’m the general manager of a group of companies, so we do a lot of different things. Our work includes waste recycling, tree and animal farming, rock crushing, and consulting.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Deltaform Technology?

We were trying to upgrade our website, move away from GoDaddy, and use Microsoft 365 directly. Additionally, we needed custom business application development for our dispatch and our drivers.

We had 16 trucks and trailers that went out every day to different sites to pick up different things. Thus, we wanted an app that integrated our scale system with our RFID (radio frequency identification) access to streamline our processes and have everything digitalized.

SOLUTION

What was the scope of their involvement?

The first thing that Deltaform Technology did was to provide managed IT services. They set up our emails and our network, and they configured our camera system and our gate so that we could access them remotely. Basically, they ensured that everything in our business was set up and streamlined.

After that, we did a lot of data migration from our existing server to the Cloud. We were originally on Dropbox, but they helped us migrate everything to Microsoft 365.

Then, they developed the application for the drivers. This app is basically an online web portal for our dispatchers. In it, they can keep track of all the calls that come in, what truck size the client requires, and what services they want.

The dispatchers then dispatch the order to the specific driver and truck, and the drivers can use the app on their phones to see the orders assigned to them. This app also has a Google Maps integration, so drivers can go directly to the site required, and we can have real-time information about the job they’re doing for the customer.

What is the team composition?

We started our collaboration working with Greg (President & CEO), who has been involved in the project the entire time. He then brought in an additional staff member to help with different implementations and three other people to help with training, set up, and beta testing the app.

How did you come to work with Deltaform Technology?

Deltaform Technology was working with another company that I knew. At the time, I was trying to figure some things out, and I was struggling with our previous dispatch program because it was outdated and kept crashing. The person I knew from this company told me to give Greg a call, and I contacted him through LinkedIn.

After that, we set up a meeting, he came to our offices, and we went over a lot of different ideas. Within 30 days, we signed an agreement for ongoing services that included the app’s development.

How much have you invested with them?

Their initial scope, including the app’s development, cost around $250,000, and we’re currently paying about $2,000 per month for maintenance.

What is the status of this engagement?

We started working together in June 2020, and our engagement is ongoing.

RESULTS & FEEDBACK

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

Right off the bat, Deltaform Technology saved us about $100 per month by migrating away from Dropbox and into Microsoft 365. Additionally, our dispatch system’s increased efficiency and tracking capabilities have allowed us to save additional money. Although it is hard to quantify an exact dollar amount, we haven’t had any wrong dispatches or errors since we began using it.

This system allows us to give our customers more information about their billing, the estimated time for the service, the truck that is going to do the service, and how the site looks before and after the service. This adds value to our company and prevents our clients from going to other companies.

How did Deltaform Technology perform from a project management standpoint?

So far, I haven’t had any issues with Deltaform Technology’s services. I can always get them on the phone, and they’re very approachable, not only for myself but also for our junior dispatch staff. Additionally, communication has been their strength.

The main tools that Deltaform Technology uses for communication are phone calls, emails, Zoom meetings, and Microsoft Teams meetings, and we have in-person meetings as well.

As we’re a family-owned business, our engagement hasn’t been the smoothest road. My brother and I had a better understanding of technology and how Deltaform Technology’s services could get us a better ROI, but it was hard to get my parents on board. However, once Greg came to our offices, he helped everyone understand what was going on.

What did you find most impressive about them?

Deltaform Technology’s ability to not treat us as just another customer is impressive. Everything has been personalized and detailed, and our communication has been effective.

Trucking and dispatching is a time-sensitive industry. We’re operating 24 hours a day, so we need access to someone that would help us solve problems in real time, and Deltaform Technology is great in that sense.

Are there any areas they could improve?

I don’t think so. Greg and his team have made us very happy to the point that we want to continue working with them in the future. I’ve also recommended them to 4–5 of my friends.

Do you have any advice for potential customers?

Plan to spend a fair amount of time initially so that they can understand your current situation related to your business’ IT systems. Additionally, listen to their recommendations because they will increase your efficiency and save you money. It is ok to research them first, but if you feel comfortable after the initial meeting, dive in headfirst and don’t do anything halfway.

BACKGROUND

Introduce your business and what you do there.

I’m the director of MEB Collective Inc. Our company focuses on business consulting and analysis, as well as flooring and paintwork for renovations. We help businesses improve their internal structural processes and space when needed.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Deltaform Technology Ltd?

We needed IT services solutions.

SOLUTION

What was the scope of their involvement?

Deltaform Technology worked on all of our IT systems, from computers to different software. The team made sure every one of our employees was set up in Microsoft. They did an email hosting demo where they showed how our workspace would look inside of both Google and Microsoft environments. 

What is the team composition?

I don’t how many people work behind the scenes, but Greg (President & CEO) was my main point of contact. 

How did you come to work with Deltaform Technology Ltd?

I phoned different companies to check on their pricing and workflow. We went with Deltaform Technology because they had the most unique offerings. I liked their website, presentation, and how innovative they were. 

I spoke with Greg to create the work plan and figure out what the needs of my business were. We then talked about pricing, stayed in close contact, and got everything set up. 

How much have you invested with them?

Our company invested around $30,000 CAD (approximately $24,000 USD). 

What is the status of this engagement?

Our engagement lasted from January–February 2021. In case I have any minor changes or need an extra email address, I can contact them and they’ll work on it, charging very fair prices.

RESULTS & FEEDBACK

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

I couldn’t be happier with the way things went. The team's work has improved internal efficiency and kept the company extremely organized. They were very useful in helping us get all of our systems implemented in an understandable way. 

How did Deltaform Technology Ltd. perform from a project management standpoint?

The team gathered all the information they needed before starting the project. The communication was absolutely excellent; they listen and are open to discussions. We never went more than two business days without hearing back from them. 

They’re very good with timeframes. I did some minor last-minute changes that caused the project to end a week after what we had negotiated, but if it weren’t for that, they would have completely met the deadline. 

What did you find most impressive about them?

Deltaform Technology was very personable and took the time to understand the business needs, providing helpful solutions without going over budget. The systems’ implementation was simple, quick, and transparent.

I had worked with other companies that did the job well, but I didn’t feel quite as comfortable and appreciated as a customer as with Deltaform Technology. We couldn’t be happier. 

Are there any areas they could improve?

I don’t have anything for them to improve. They were really wonderful. 

Do you have any advice for potential customers?

Be transparent with your needs and let them know exactly what you’re looking for. The team will take it from there and deliver a great final product.

BACKGROUND

Introduce your business and what you do there.

I’m the interim executive director at The Doorway, a small charity organization that supports homeless youth. I came into the role at the end of January when the founder retired after over 20 years.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Deltaform Technology Ltd.?

We had Microsoft SharePoint and other software technologies in place, but they weren’t being used because no one knew how. We also had an IT provider that we weren’t particularly impressed with. Then COVID-19 hit, and all of our paper processes had to be converted.

In two days, we had to convert everything online because we wanted to maintain our process with our participants. But we had to figure out how to do it all remotely. Our existing provider wasn’t able to help us, so I hired Deltaform Technology Ltd. on an as-needed basis to get us going.

SOLUTION

What was the scope of their involvement?

The team was able to help us convert everything online quickly. Since we had all of the software, we just needed assistance with setup. Our team didn’t know how to take advantage of SharePoint besides storing files. Over the last month and a half, we’ve set up workflows for invoices and tracking. Our participant process has also shifted online with their help.

They also got us set up on Microsoft Teams. All of the trainings for setup and the systems had to be done remotely.

What is the team composition?

I believe they have a small team, but I’ve only met Greg (President & CEO).

How did you come to work with Deltaform Technology Ltd.?

I knew Greg from a previous engagement that involved getting a company set up on SharePoint, which is why I thought of him. I called him up and asked if they could help, and that’s how we reconnected.

Greg likes to get to know people and understand their business. We work with vulnerable youth, and I think he has a big heart that’s attracted to social issues.

How much have you invested with them?

We’ve spent about $6,000.

What is the status of this engagement?

Our ongoing engagement started in March 2020.

RESULTS & FEEDBACK

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

Their work has made a huge difference. If we didn’t have their help, we wouldn’t be operational.

Deltaform Technology Ltd. has become our ongoing IT provider. Now, we issue them tickets and other things. It’s complicated to train people remotely, but their team did an excellent job with that.

Compared to our previous provider, they’re very flexible. With our last provider, I would have to send a ticket, an email, and even call to get things to happen. Deltaform Technology Ltd. is responsive.

We’ve started to reopen, so participants can come in and utilize our workstations. We’re starting to develop a work strategy going forward because those workstations are lacking the proper security. I found that nothing was being backed up, not even our accounting system. I appreciate that they tried their best to understand our needs and figure out the gaps to create a strategy.

How did Deltaform Technology Ltd. perform from a project management standpoint?

We have contact with them multiple times a week, whether that’s through meetings or if we have a specific issue. We call or send a quick email, and then they’ll follow up with a status update.

Greg maps out each step, so we know what needs to be done and where we’re at. Yesterday, I just received a report about our priorities, which is helpful.

What did you find most impressive about them?

Deltaform Technology Ltd. isn’t an external IT provider that customers don’t get to know. They’re engaged, showing a true interest in our business. They have a lot of compassion.

Are there any areas they could improve?

Nothing comes to mind. They’re a young company, but we haven’t had any issues. If we did, I’d feel comfortable chatting with Greg about them.

Do you have any advice for potential customers?

Invite them in so that they can understand your operation. If they have a better understanding, they can find the right solution to meet your needs. Some IT providers stay at a distance, but they should get to know your organization.

BACKGROUND

Introduce your business and what you do there.

I’m the president of Rohmec Industries Inc. We’re a computer numerical control (CNC) machine shop.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Deltaform Technology Ltd.?

Deltaform Technology does all the IT work and software we need.

SOLUTION

What was the scope of their involvement?

Deltaform Technology makes things run smoothly between our front office and our back machines. They built a server with backup systems for us, take care of our website, and handle any troubleshooting we could need. Anything IT-related, you name it, they do it. They work with us remotely and on-site.

What is the team composition?

Greg (President & CEO) is extremely awesome and very helpful. I call him whenever I need anything, and I know it gets done.

How did you come to work with Deltaform Technology Ltd.?

I liked Greg’s personality. I found him to be very approachable and accommodating. With him, it’s not about money, it’s all about our needs.

How much have you invested with them?

It’s been $60,000 or maybe more.

What is the status of this engagement?

We started working together over four years ago.

RESULTS & FEEDBACK

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

Deltaform Technology is extremely good at working with us. It doesn’t matter what time of day, even after hours, Greg will get on the phone with us and work us through our issues. If he’s in a meeting, he’ll call us back right away. He’s very caring and loves to help people.

How did Deltaform Technology Ltd. perform from a project management standpoint?

I have no complaints. That’s why I stay with Greg; he’s very good at what he does. Whenever we have issues, I’ll send them a ticket. If it can’t wait, I can call him. He’s very reliable and dependable.

What did you find most impressive about them?

Greg’s just good at his job. He’s very personable and easy to get along with. He truly likes to help people, which makes him genuine.

Are there any areas they could improve?

I don’t see any areas that need improvement.

Any advice for potential customers?

Give him a chance. I’ve recommended Deltaform Technology to a few people because I have 100% faith in them.

BACKGROUND

Introduce your business and what you do there.

I’m the vice president and co-founder of a construction company. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Deltaform Technology Ltd?

I was looking for an IT specialist.

SOLUTION

What was the scope of their involvement?

They consulted with us on which products would be best for our business. The team also set up our ERP system. We were having trouble syncing our work since we were using Azure and Google Drive. Their work supported us as we made a transition to a better system. 

Additionally, they helped us move our work online so we could continue to be productive during the COVID-19 shelter-in-place order. 

What is the team composition?

Greg (President & CEO) is my main point of contact. 

How did you come to work with Deltaform Technology Ltd?

I connected with Greg on LinkedIn.

How much have you invested with them?

We’ve invested about $40,000 so far.  

What is the status of this engagement?

We started our ongoing relationship with them in fall 2018.

RESULTS & FEEDBACK

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

In the past, I set up some of our IT systems myself. However, having Deltaform’s assistance saved me a lot of time and money. Everything was organized properly. They were very easy to work with which gave me peace of mind. 

How did Deltaform Technology Ltd perform from a project management standpoint?

Whenever I reach out, they get back to me quickly. I typically call Greg, but some of my staff communicate with their team via email. 

What did you find most impressive about them?

They’re up to date on all the latest technologies and are well-informed. 

Are there any areas they could improve? 

No. 

Do you have any advice for potential customers? 

Check Greg out on LinkedIn so you can see what he’s up to.

BACKGROUND

Introduce your business and what you do there.

We're a capital structuring firm called Fit Capital Solutions Inc. We’re a mortgage brokerage that does both debt and equity.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Deltaform Technology Ltd.?

We wanted Deltaform to help us change our IT platform to become more collaborative. We also wanted them to help us during this pandemic. We’re all working remotely and needed to be able to stay connected with our clients and each other.

SOLUTION

What was the scope of their involvement?

Deltaform migrated us from Dropbox Business to a Microsoft Team structure with SharePoint. Their team presented a solution and planned how it would be implemented. We did one-on-one and group training sessions after the rollout. They also helped us to streamline our business practices within those applications. We continue to work with Deltaform.

What is the team composition?

We work exclusively with Greg (President & CEO).

How did you come to work with Deltaform Technology Ltd.?

Deltaform contacted us.

How much have you invested with them?

We’ve spent between $4,000–$5,000 CAD (approximately $2,900–$3,600 USD).

What is the status of this engagement?

We started working together in March 2020 and the partnership’s ongoing.

RESULTS & FEEDBACK

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

There will be a reduced cost because we migrated from Dropbox to SharePoint, which is included in the licenses that we had. We’ll save $2,700 (approximately $1,900 USD) a year. Our efficiency, productivity, and ability to work remotely are worth multiples of our Dropbox savings.

How did Deltaform Technology Ltd. perform from a project management standpoint?

We communicate via phone and Microsoft Teams. They’ve been great. I don’t have any complaints. Greg's responsive and the migration went smoothly.

What did you find most impressive about them?

Deltaform’s hands-on and quick. They’re responsive and available at a moment’s notice. Greg works the same way we do, which is all the time. It’s good to have someone who shares the same ideals and sense of urgency as we do.

Are there any areas they could improve?

No, they’re doing well.

Do you have any advice for potential customers?

Have at least a high-level understanding of what you want and be open to suggestions.

BACKGROUND

Introduce your business and what you do there.

I’m the executive director of a community association. We offer a number of programs and services primarily with the aim of supporting and engaging residents of the communities we serve.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Deltaform Technology Ltd.?

We needed help selecting a new client management system (CMS) for program registration, facility rentals, membership sales, and facility management.

SOLUTION

What was the scope of their involvement?

Greg (President & CEO, Deltaform Technology Ltd.) helped us in putting out an RFP to find an appropriate vendor for the service we needed. He also helped us to vet the different respondents and go through our criteria to make sure we found something that was going to meet our needs.

My understanding is there were initial meetings where he went through various questions to find out what our needs were, what was working with our current system, what wasn’t, why we were looking to change, and what we were hoping to get from a new vendor that would better meet our needs. When I came on board, he had put together the RFP, and that very clearly reflected what we were looking for. There was an opportunity for us to provide further feedback before that RFP went out, helping us make sure he really knew what we were looking for before we sent it out.

What is the team composition?

We worked with Greg (President & CEO, Deltaform Technology Ltd.).

How did you come to work with Deltaform Technology Ltd.?

The process started before I was here. He started with our previous executive director and our facilities manager. We work with a remote IT company, and he was actually working with them and assigned as the lead on this project. Toward the end of that project, he started Deltaform Technology Ltd. To ensure the project continuity and because of the stage we were at, he very generously continued to be our point of contact for the project. He made sure all the loose ends were tied up.

How much have you invested with them?

We spent between $5,000-$10,000 with them.

What is the status of this engagement?

We worked together from the final quarter of 2018 until the final quarter of 2019.

RESULTS & FEEDBACK

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

We’re in very early stages since we just started with the new vendor but we’re very happy so far. There are areas where they’re not quite meeting our needs, but we knew those going in. We had a long wish list and we knew there would be some things that we wouldn’t necessarily get right off the bat. There are certainly no surprises, and it’s been a great process.

Some of the things that really made a difference for us was having Greg’s support to keep the project moving even when things got really busy or certain things came up that needed my attention or the facilities manager’s attention. If we hadn’t been working with him, it’s quite likely the project would have been delayed further. Greg exceeded my expectations in terms of the role he played in communicating with the different vendors and fully taking that off of my plate throughout the process. He provided all the information and content for me to be able to provide feedback to the final two potential vendors. For the vendor that wasn’t selected, it was really helpful for them to have that information.

How did Deltaform Technology Ltd. perform from a project management standpoint?

Project management was great. Greg kept things moving as quickly as possible and aided us in finding a vendor that met our budget needs. We’re a charity, and he was very mindful of that. It would have been a shorter process except for some delays that we had to request; any delays were on our end.

Communication was good as well Greg was very good at keeping everyone in the loop on where things were, what had happened since the last meeting, call, or email, and what our next steps were. I didn’t feel like I needed to co-product manage it all. I just had to show up when and where I needed to be.

What did you find most impressive about them?

He had the ability to understand our needs. The vendor not understanding things from our perspective can be one of the biggest hurdles in working with consultants, based on my experience Greg really got it, though, and knew what we were looking for. He helped us represent that to the different vendors.

Are there any areas they could improve?

No, it was a really positive experience for us.

Do you have any advice for potential customers?

Be really clear about what your needs are from the start. Solidify that and make sure that they understand it. The clarity throughout this project really helped as well. Greg did a good job of documenting that throughout. There was always something we could look back to whether it was in-scope or out of scope.