Equals 11

BACKGROUND

Please describe your company and position.

I am the Chief Information Officer of Care Services

Describe what your company does in a single sentence.

Backup Pharmacy Services for LTC and Corrections Pharmacies

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Equals 11 to accomplish?

• Ongoing Salesforce support
• Customer Implementation Process Automation
• Business process automation
• Business process alignment

SOLUTION

How did you find Equals 11?

Referral

Why did you select Equals 11 over others?

• High ratings
• Pricing fit our budget
• Company values aligned

How many teammates from Equals 11 were assigned to this project?

2-5 Employees

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

• Implement new contract templates
• Retire significant technical debt
• Build new "Fast Track Contracting" automation
• Ongoing support for user issues

RESULTS & FEEDBACK

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

• Significant reduction of manual effort to onboard 'subscription' customers.
• Significant reduction of manual effort in setting up contracts.

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

Team has been very responsive, and has been flexible when our needs change on short notice.

Overall, timing has been within expectations, and they have worked with us on accomplishing goals while dealing with shifting priorities.

What was your primary form of communication with Equals 11?

Virtual Meeting

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

The team is willing to step in wherever we need to help make the project successful. They primarily work with our technical team, but have on multiple occasions helped with requirements gathering and or training of our business team as well.

Are there any areas for improvement or something Equals 11 could have done differently?

It would be very helpful if I had a better way to see, review, and comment on the various items in the teams work queue. This is not a major issue, as I do have a support dashboard that shows most of what I would look for, and the team does a good job communicating statuses and such in our weekly meeting.

BACKGROUND

Please describe your company and position.

I am the VP Transportation of Cru Logistics

Describe what your company does in a single sentence.

We provide turn-key logistics solutions for the oil and gas industry and our expertise is rail.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Equals 11 to accomplish?

• New SaaS product development architecture and design
• Salesforce data integration
• Security and scalability gap analysis of existing salesforce solution

SOLUTION

How did you find Equals 11?

Online Search

Why did you select Equals 11 over others?

• High ratings
• Great culture fit
• Company values aligned

How many teammates from Equals 11 were assigned to this project?

2-5 Employees

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

Scope of Work
Equals11 led a focused discovery and framing engagement to define our BarrelCommand SaaS platform (integrated with Salesforce). Over ~20 business days, they ran stakeholder onboarding and vision alignment, mapped target user roles, benchmarked best-in-class products, and facilitated problem-framing and feature co-creation workshops. On the technical side, they evaluated Salesforce licensing/commercialization options (ISV/AppExchange vs. standalone SaaS), drafted the data model and API/integration approach with Salesforce, assessed multi-tenancy, security/privacy/compliance, scalability, and performance, and executed spike investigations to de-risk key assumptions. They closed with Sprint-0 planning: delivery roadmap, milestones/testing approach, team structure, a starter backlog, and DevOps setup (environment and CI/CD).

Key Deliverables:

-Benchmark & best-in-class analysis
-User personas with needs/expectations by profile
-“Ideal to-be” product structure (treemaps + detailed definitions)
-MVP structure and prioritization (treemaps + detailed definitions)
-Initial KPIs & success metrics
-APIs & integration evaluation with Salesforce
-Data strategy and detailed data model
-Compliance, privacy, and security considerations
-Risk-mitigation plan (research spikes and findings)
-Conceptual/reference architecture, including C1/C2 diagrams
-Scalability & performance considerations
-Tool cost analysis
-Final technical agreements/decisions
-Results presentation summarizing findings and recommendations
-Delivery roadmap, release strategy, milestones & testing approach
-Sprint-0 backlog and development environment/CI/CD setup

RESULTS & FEEDBACK

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

Equals11 delivered decision-grade clarity on time and on budget. Within the 20-business-day discovery, they completed the feasibility analysis and, one week later, delivered the reference architecture, data strategy, security model, and MVP module list. The work led us to a clear No-Go on building the product as scoped, avoiding significant build and run costs, and we immediately rejected exposing our internal Salesforce org to customers, removing a licensing/compliance risk. An early scope misread cost one session, but after a quick conversation they pivoted and fully recovered without slipping the schedule. 

Overall stakeholder satisfaction was 9.5/10.

-On time: Discovery finished within 20 business days
-On budget: Matched the fixed fee of $X
-Decision clarity: No-Go decision prevented a costly build and months of engineering distraction
-Risk reduction: Post-report we declined client access to our Salesforce org, mitigating licensing/compliance exposure
-Artifacts delivered fast: C1/C2 architecture, data strategy, security model, MVP list delivered 1 week after the report
-Process agility: Early scope misinterpretation corrected; lost session recovered with no schedule slip
-De-risking approach: No formal spikes; the analysis itself surfaced cost drivers and licensing constraints, which resolved the core ‘build vs. don’t build’ question
-Satisfaction: 9.5/10

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

Equals11 ran a very structured discovery with clear agendas, documented decisions, and predictable checkpoints. They finished the core discovery on schedule (20 business days) and on budget, then delivered the follow-on artifacts (reference architecture, data strategy, security model, MVP modules) one week after the report. We had a brief early scope misinterpretation that cost a session, but after a quick conversation they pivoted immediately and fully recovered the time without slipping the timeline. Throughout, they were professional, thorough, and open to feedback, they listened, adjusted, and kept us focused on decision-grade outcomes.

-On time: Discovery completed in 20 business days; follow-on artifacts delivered +1 week
-On budget: Matched the fixed fee
-Responsive: Quickly addressed feedback, corrected an early scope miss, and recovered the lost session
-Communication: Clear agendas, focused working sessions, and transparent status/checkpoints
-Result: Decision clarity that let us confidently make a No-Go call and avoid unnecessary build spend

What was your primary form of communication with Equals 11?

Virtual Meeting

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

Equals11’s professionalism and structured discovery process stood out. Every session had a clear agenda, decisions were captured, and handoffs were crisp. Just as important, the quality of the deliverables, from the C1/C2 reference architecture to the data strategy, security model, and MVP module definitions, was decision-grade and immediately useful. Their willingness to follow the evidence and recommend a No-Go (instead of forcing a build) showed integrity and saved us meaningful time and money.

-Structured & disciplined: predictable cadence, documented decisions, and tight alignment
-High-caliber artifacts: architecture, data, security, and MVP materials we could act on
-Responsive & coachable: quick pivot after early scope confusion, with time fully recovered
-Evidence-first mindset: candid recommendation that prevented unnecessary build spend
We did lose one session to an early scope misread, but they pivoted quickly and recovered, hence 4.5/5 rather than 5.

Are there any areas for improvement or something Equals 11 could have done differently?

The only improvement we’d suggest is tighter scope alignment up front. An early misinterpretation cost us one session; a 30–45 minute pre-kickoff checkpoint with a one-page “scope of discovery” (goals, success criteria, explicit out-of-scope items, and sample deliverables) co-signed by both sides would likely have prevented it. To their credit, the team pivoted immediately and fully recovered the time.

BACKGROUND

Please describe your company and position.

I am the VP of IT of National Kidney Foundation

Describe what your company does in a single sentence.

The National Kidney Foundation is a nonprofit organization dedicated to the prevention, treatment, and awareness of kidney disease, while supporting patients, caregivers, and promoting organ donation.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Equals 11 to accomplish?

• Transform our Salesforce instance from a data repository to a CRM
• Enable better use of existing data with building predictions
• Reduce wasted time by providing automated next best actions for our employees

SOLUTION

How did you find Equals 11?

Local Event

Why did you select Equals 11 over others?

• High ratings
• Previous case studies

How many teammates from Equals 11 were assigned to this project?

6-10 Employees

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

Discovery phase and reccomended actions among several business units.

Collaborated with internal resources to configure, model, test, and QA several data predictions most important to our oganization. Deliverable 1 Einstein Prediction Builder within Salesforce.

Outcome: Leveraged AI capabilities to learn from the data, and make predictions based on their previous behaviors, helping team members prioritize the work, and propose a more assertive outreach to the different NKF audiences.

Next, using the new predictions within our Salesforce instance, Equals11 helped to take us to the next level by providing our field teams with easy to act on 'Next Best Actions'. Deliverable 2 Salesforce Next Best Action configuration and implementation. 

Outcome: Leveraged the Einstein predictions formulated during stage one, along with personalized configurations and business rules, to create concrete actionable steps for the NKF Salesforce users to cultivate and improve constituents engagement.

RESULTS & FEEDBACK

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

The number of quality deliverable predictions and next best action tasks scoped initially, compared to what was completed on time and within budget.

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

Equals 11 is very communicative, constantly soliciting feedback to course correct if need be. Our project was delivered on time and under budget. 

What was your primary form of communication with Equals 11?

Virtual Meeting

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

I found the ability for the Equals11 team to tailor a custom solution within Salesforce to meet our organizational goals in an efficient, professional, and results-oriented way to be impressive.

Are there any areas for improvement or something Equals 11 could have done differently?

None

BACKGROUND

Please describe your company and position.

I am the VP of Operations of BMRA

Describe what your company does in a single sentence.

We are involved in government contracting with a mission to train the federal workforce how to adhere to the FAR (Federal Acquisition Regulation) requirements.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Equals 11 to accomplish?

• Implement a calendar
• Health Check
• Optimize our account

SOLUTION

How did you find Equals 11?

Referral

Why did you select Equals 11 over others?

Referred to me

How many teammates from Equals 11 were assigned to this project?

1 Employee

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

BMRA requested a organizational health check and optimization, ability to formulate calendar feature according to our needs, vatidation to prevent training classes from being scheduled on weekends and/or holidays, view unused reports for cleanup, and overall user experience enhancements.

RESULTS & FEEDBACK

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

1. BMRA received its health baseline and the reasons for its grade. Knowledge is power and provides the ability to make changes. 
2. BMRA received sixteen specific actions to optimize the portal. BMRA is able to increase efficiency by eliminating unused roles, users, custom profiles, and page layouts. 
3. Equals 11 enabled BMRA to display a calendar in our front lobby using Salesforce. This saves valuable time/resources/money as Outlook calendar alerts were previously input manually. 
4. With validations to prevent training classes on weekend/holidays, BMRA will save time/money by not having to reschedule classes. 
5. BMRA Salesforce users will save time by not having to sift through multiple reports as Equals 11 provided us data on which reports are not being used. 
6. BMRA Salesforce users will be more efficient when inputting data with not having to sort through fields that are not relevant. This will save time, keep the data cleaner and healthier for our baseline. This will also keep BMRA Salesforce storage capacity low. 
7. BMRA learned different layouts and ways of experiencing data in the portal. LIghtningSales, Sales Console, and paths provide unique ways to view data. The outcome is an increased satisfaction using Salesforce, efficient time spent inputting data, and efficient time analyzing data.

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

Equals 11's project management was excellent. There were a few meetings up front to discuss the goals. Equals 11 listening carefully and respectfully. In the implementation phase, the meetings were started for the near future after the initial meetings. The meetings were always on time, the team was always extremely professional, and they met all deliverables. It was obvious how knowledgeable she is with Salesforce and followed through on all desired solutions.

What was your primary form of communication with Equals 11?

Virtual Meeting

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

The knowledge base of Vivi, the professionalism and drive to meet the customer's needs, and the ability to listen and plan. Jim and Vivi make an excellent team and made the overall experience one that we were glad we invested in.

Are there any areas for improvement or something Equals 11 could have done differently?

I can't think of anything. I can't imagine a better experience. Four staff members from BMRA interacted with Vivi and two members interacting with Jim. All experiences were top notch and we highly recommend this Equals 11. It is obvious that they strive for perfection and do not settle for mediocre.

BACKGROUND

Please describe your company and your position there.

MAVENDOG is a project leadership firm. With a model that compensates for project and market unpredictability and instability, Mavendog is a creative and unconventional asset to help drive and deliver top project priorities. Using versatile and fractional program and project consultative talent, we help organizations with Strategic Portfolio Development; Program Leadership; and Project & Change Delivery needs. I am the president of the company.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Equals 11?

Our business has exploded in recent years, and we needed a far richer answer to our CRM challenges. We knew Salesforce was the best choice, but we did not have the internal knowledge or experience to mold the technology to our enterprise model.

SOLUTION

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

We evaluated a number of CRM products (including Hubspot, Zendesk, and Zoho). We also discussed our challenges with other software. We landed on Equals11 because of our confidence in their approach to "demystifying" Salesforce for us, and demonstrating how it could best mold itself to our unique business model. We had been stumped for many months on how to capture, manage, and integrate our own professional services and related consultants (from a product sense) into a CRM.

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

Equals11 performed a series of workshops, interviews, and analyses on the present sales operation model, as well as other important processes, in the first phase to obtain a knowledge of our current technological stack. During the second phase, they used a solution-oriented approach to designing the Salesforce Sales Cloud and other sales enablement components required for a future implementation. Equals 11 then wrote feature stories for a Salesforce deployment blueprint as a consequence of the research and design. Along with a proposed Roadmap of future release capabilities to offer ongoing value to Mavendog CRM transformation.

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

Three resources total. An account Success Manager; Project Lead; and Functional/Solution Lead.

RESULTS & FEEDBACK

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

Equals11 provided a thorough analysis of our business, capturing the current state and future vision. By gathering a top-down understanding of our business and direction, they were able to tailor a realistic scope for configuration and development. The scope was groundwork for an immediately useful and impactful Minimal Viable Product (MVP) that allowed us to transition off of old processes with no relapse.

How effective was the workflow between your team and theirs?

Equals11 used a Kanban-based, iterative workflow to capture scope and eventually build their roadmap. It was a nice reference piece building our objects and overall MVP setup.

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

Equals11 helped us prioritize and roadmap for remaining scope. It was a very measured approach. It's comforting and encouraging to have a partner who can prescribe Salesforce functionality so surgically.

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

Equals11 is a younger company and newer brand, and they are still refining their customer training in Salesforce (which is purposely ad-hoc and as-needed based on the customer). Nevertheless, our progress was never compromised. In fact, it was encouraging (and fun!) to be a part of their ongoing improvements.

BACKGROUND

Please describe your company and position.

I am the General Manager / Vice President of GA Expertise, Inc.

Describe what your company does in a single sentence.

See Machinery and parts to the Palm Oil Industry

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Equals 11 to accomplish?

• Managed Services

SOLUTION

How did you find Equals 11?

Referral

Why did you select Equals 11 over others?

• High ratings
• Great culture fit
• Company values aligned

How many teammates from Equals 11 were assigned to this project?

2-5 Employees

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

Salesforce Management

RESULTS & FEEDBACK

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

Their deliverables are on time and accurate.

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

yes

What was your primary form of communication with Equals 11?

• Virtual Meeting
• Email or Messaging App

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

We have several Salesforce users that are located in Latin America.  part of Equals 11 team is deployed in Latam making communication much easier

Are there any areas for improvement or something Equals 11 could have done differently?

Nothing I can think of at the moment

BACKGROUND

Please describe your company and position.

 I am the Operations Manager of an Engineering Company

Describe what your company does in a single sentence.

Engineering company with experience in the design, construction, and operation of oil mills

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Equals 11 to accomplish?

• Salesforce Admin

SOLUTION

How did you find Equals 11?

Referral

Why did you select Equals 11 over others?

• High ratings
• Pricing fits our budget
• Great culture fit
• Referred to me

How many teammates from Equals 11 were assigned to this project?

2-5 Employees

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

We need help with our Salesforce accounts as we dont have a Salesforce Admin in house. Equals 11 is helping us with that

RESULTS & FEEDBACK

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

We have not an actual project but various tasks. We manage the progress when the tasks are being work on, or closed

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

Equals 11 usually deliver the work on time. The best way is to contact Ninon and she will work on the tasks right away

What was your primary form of communication with Equals 11?

• Virtual Meeting
• Email or Messaging App

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

.

Are there any areas for improvement or something Equals 11 could have done differently?

I am not an expert in this field so i dont know what to say here... i just noticed that different companies work in different ways. As long as we see the work done... we are ok