Ergonized

BACKGROUND

Please describe your company and your position there.

We provide compliance to companies solving for GDPR and CCPA data privacy regulations within Salesforce. I am the Founder and President of the company.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Ergonized?

We were struggling to hit our due dates on building a quality Salesforce application that was quite complex. With Ergonized help we were able to build something our customers love, while being technically high quality as well.

What were your goals for this project?

Our goal was to create a user friendly way for our customers to solve for complex data privacy laws directly within Salesforce. We wanted to stay native to Salesforce, and distribute an app that was Lightning ready. Not only that but we wanted to make sure that it could be set up quickly.

SOLUTION

How did you select this vendor?

Both recommendation and online review. We have worked with quite a few other vendors, however Ergonized stood out because of their quality resources and responsive management throughout the procurement process.

Describe the project and the services they provided in detail.

They developed a complete AppExchange solution, including refactoring certain code built by a previous team due to technical limitations on the platform. They stepped up and made best practice recommendations throughout the build, and leveraged net-new frameworks offered by Salesforce where possible.

What was the team composition?

The project was small, containing two core team members. This allowed us to rapidly build out functionality and deploy quickly in a lean and agile fashion.

RESULTS & FEEDBACK

Can you share any information that demonstrates the impact that this project has had on your business?

Our solution is no live and in the hands of our customers. That alone has had a tremendous impact on our employees and investors.

How was project management arranged and how effective was it?

Project management made sure to check in frequently to make sure that our project was set up for success. They used Jira to track time, and Slack to quickly communicate throughout the day.

What did you find most impressive about this company?

We had access to high-quality resources that know the ins-and-outs of the Salesforce platform. When necessary, our point-of-contact was able to reach out to his internal network of experts at Ergonized to hear their recommendation and guidance as well.

Are there any areas for improvement?

N/A

BACKGROUND

Please describe your company and your position there.

I’m the co-founder of Still Active, a startup that helps people 55+ improve their lives through an easy-to-use online solution.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Ergonized?

We outstaffed web development to Ergonized. We needed general development support; as a startup, we often needed quick adjustments.

What were your goals for this project?

We sought to improve our site’s usability and functionality. We wanted to implement new payment gateways, newsletter plugins, and custom fields.

SOLUTION

How did you select this vendor?

We interviewed various candidates from outstaffing companies to determine how well they fit with our technical and team needs. We selected Ergonized based on skill, price, and quality.  

Describe the project and the services they provided in detail.

Ergonized extended our WordPress site on both the front- and backends. They provide maintenance and development support.

What was the team composition?

One of Ergonized’s developers has integrated with our team.

RESULTS & FEEDBACK

Can you share any information that demonstrates the impact that this project has had on your business?

We’ve seen increases in revenue and site traffic.

How was project management arranged and how effective was it?

We handle project management internally.

What did you find most impressive about this company?

The ease of doing business with Ergonized sets them apart. The developer they assigned us is fully dedicated and skilled in both front- and backend development, which means they can provide a full range of site maintenance and development services. Our developer can handle any task.

Are there any areas for improvement?

Communication in regards to billing could be better.

BACKGROUND

Introduce your business and what you do there.

I'm the CEO of Hub Technologies, a platform that helps surgeons, hospitals, and manufacturers connect, share information, and prepare for surgeries.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Ergonized?

We needed a partner to create our software program.

SOLUTION

What was the scope of their involvement?

The software is relatively complex, and Ergonized used different strategies and employed various developers to build it. They use AWS to host it, and they’re continually updating it and adding new features. The platform is highly customizable for end users, who can create profiles, network with one another, and share information so that patients have better outcomes and experiences.

What is the team composition?

I worked with a project lead and anywhere from one to three developers.

How did you come to work with Ergonized?

We found them on Upwork. I spoke to a company representative and even went to Ukraine to meet with them in person. They communicated well and wanted to understand my job, making sure the project would be successful, so I hired them.

What is the status of this engagement?

The project lasted from winter 2016–spring 2018.

RESULTS & FEEDBACK

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

I couldn’t have done this project without them. They fully invested in our partnership and were motivated to see it succeed. They’re constantly finding ways to improve the product and quickly resolve any issues that arise.

How did Ergonized perform from a project management standpoint?

Communication depended on the phase of the project, but they were always responsive. We talked almost every day, which I was happy with, and we mostly used Skype and Slack.

What did you find most impressive about them?

They’re accountable, trustworthy, and precise. Even though they were overseas, I knew I could trust them.

Are there any areas they could improve?

I had a few different project leads, but it wasn’t too bad.

Do you have any advice for future clients of theirs?

Know what you want before going in. The more information you can provide them, the better the project will be.

BACKGROUND

Please describe your company and your position there.

I’m a product manager at a vertical farming startup. I’m in charge of designing and developing apps that will make our teams work better and faster.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Ergonized?

We needed to build an app that automated recurring sales order creation. It had to have a friendly and straightforward UI that minimized errors and produced reliable data for future analysis. We had an existing solution, but it was unstable.

What were your goals for this project?

We set out to create an app that would integrate with our array of Zoho solutions and be available to users via an internal webpage. 

SOLUTION

How did you select this vendor?

We found Ergonized while looking for certified Zoho developers. We’d worked with freelancers before, but now we wanted to engage a serious agency, one that had the controls and infrastructure necessary to develop powerful, stable apps.

Describe the project and the services they provided in detail.

Ergonized first built a custom app using Zoho that automated the creation of recurring sales orders. On top of that, they built another custom app to serve as a UI for customers to place orders. It helps them decide whether they’re making a one-time order or a recurring purchase. This was done in PHP.

What was the team composition?

I’m in constant touch the project manager and one of their developers. Arthur (Owner, Ergonized), the project manager, has been involved in all project communication and present during all my calls with the developer.

RESULTS & FEEDBACK

Can you share any information that demonstrates the impact that this project has had on your business?

The solution only went live a few days ago, so we don’t have a clear picture of its impact, but I can’t wait to deploy it in our other offices. The app’s performance during testing has already given me peace of mind, however. I used to be constantly nervous we’d miss out on shipping the next day’s order because of how often the previous app broke. Now, I’m worry free. That’s how confident I am.   

How was project management arranged and how effective was it?

We mostly communicated through email, and though there was a bit of language barrier between myself and the developer, the project manager stepped in to translate. The time difference between us was never an obstacle either.

There was a small miscommunication about us assuming they would build the app using Zoho. We never told them that was our expectation, and they didn’t tell us what language and tools they were using. This caused a slight delay.

What did you find most impressive about this company?

Their ability to adapt to our pace is outstanding. They wait patiently when I’m overwhelmed with side projects and can’t get back to them, and then they’re able to ramp up again when I need them to deliver quickly. I always feel like they’re supporting me.

Are there any areas for improvement?

If anything, I would push them to provide more documentation. It’s easy to assume both sides have the same understanding of what they agreed to, but full transparency is better. A simple document specifying scope and deliverables would set clear expectations.

BACKGROUND

Introduce your business and what you do there.

I’m the managing director for a product recommendation service. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Ergonized?

We engaged Ergonized to design and develop our website.

SOLUTION

What was the scope of their involvement?

Ergonized designed the site and took the lead on research and development work. They also built a custom CRM and helped our in-house database architects integrate a Microsoft SQL database as well as MySQL databases. The WordPress site uses PHP and Java. It has features such as email support, and its easy-to-use CMS allows us to make updates ourselves. Ergonized also performs marketing work and suggests ways to improve the product.

What is the team composition?

We work with two product manager and two product developers.

How did you come to work with Ergonized?

We found them through Upwork at first. Alex (PHP Backend Developer, Ergonized) reached out to us first. The Ergonized team demonstrated a positive attitude in their proposal, and we came back from every initial conversation having learned something new. We ultimately went with them to complete this project.

How much have you invested with them?

We’ve spent $35,000 so far.

What is the status of this engagement?

We started working together at the end of 2017, and the project is ongoing.

RESULTS & FEEDBACK

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

The website has launched. 83% of new visitors fill out our initial survey to guide product recommendations—a fantastic onboarding rate. The platform itself is highly reliable. Any problems that arise are addressed by Ergonized immediately. We’ve moved from an Upwork-based relationship to a direct, one-on-one partnership with their team.

How did Ergonized perform from a project management standpoint?

Our product managers are responsive at all hours. If we send a message on the weekends, they’ll address the issue immediately or let us know that they’ll take care of it first thing Monday. Despite the distance between our offices, we’ve never had communication problems. We communicate via Slack and Trello, and Ergonized uses Jira in-house to track progress.

What did you find most impressive about them?

The team is highly reliable and always eager to help. They offer a breadth of services and areas of expertise. As we look to move the website onto an application, Ergonized has iOS and Android engineers to help us if needed. The team is always there to support us for whatever direction we move next with our product.

Are there any areas they could improve?

No, I can’t think of anything.

Any advice for potential customers?

Be upfront and precise about your vision and goals. Ergonized will help you achieve them.

BACKGROUND

Please describe your company and your position there.

We are a digital marketing agency and I am the operations manager

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Ergonized?

We required help setting up and training with Salesforce Einstein to ensure that we are using it to the best of it ability. We hired Ergonized to help us set this up and train us on how to ensure it stays maintained.

What were your goals for this project?

Setup the analtics and reporting for our client and ensure that future campaigns are tracked correctly.

SOLUTION

How did you select Ergonized?

Research online into providers that can help with what we required. They came up as part of our research.

Describe the project in detail.

We required help setting up and training with Salesforce Einstein to ensure that we are using it to the best of it ability.

What was the team composition?

Our team which managed the requirements and the client and Ergonized who implemented it.

RESULTS & FEEDBACK

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

Initial results are promising but we require more data that will come through over time.

How effective was the workflow between your team and theirs?

Workflow worked well. A detailed scope was created and then after it was completed there was back and forth

What did you find most impressive about this company?

Their knowledge and ability to work with us to help determine the best outcomes for the client.

Are there any areas for improvement?

Nothing springs to mind.

BACKGROUND

Please describe your company and your position there.

The Academy for Teacher is a nonprofit whose mission is to honor and support teachers.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Ergonized?

We needed to implement a new process in our salesforce instance.

What were your goals for this project?

We wanted to create a seamless application process using the tools provided by salesforce and our forms site (formassembly).

SOLUTION

How did you select this vendor?

I read reviews and spoke to some of their other US based clients.

Describe the project and the services they provided in detail.

They created custom objects in salesforce and used processes and workflows to create an application system. They also worked with existing forms integrated with salesforce.

What was the team composition?

I worked with a point person from Ergonized who directed the work.

RESULTS & FEEDBACK

How was project management arranged and how effective was it?

I communicated directly with Arthur at Ergonized. He directed the work.

What did you find most impressive about this company?

They had great follow-up, even after the project was complete.

Are there any areas for improvement?

There was a significant time difference, but it didn't impede our work.

BACKGROUND

Please describe your company and your position there.

President

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Ergonized?

Configure Salesforce for retail mortgage business

What were your goals for this project?

Match or exceed existing CRM functionality

SOLUTION

How did you select this vendor?

Online

Describe the project in detail.

Configure Salesforce for retail mortgage business

What was the team composition?

I an a few members of Ergonized

RESULTS & FEEDBACK

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

Excellent knowledge and service. Project is ongoing.

How effective was the workflow between your team and theirs?

Very

What did you find most impressive about this company?

Their knowledge and communication are impressive.

Are there any areas for improvement?

None

BACKGROUND

Please describe your company and your position there.

il Consigliere is a digital marketing agency helping different clients in South Australia.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Ergonized?

One of our clients uses Zoho, a customer relationship management (CRM) and cloud suite of software as a service (SaaS) apps, to manage his database. We needed someone professional to help us with CRM customization.

What were your goals for this project?

There needed to be a smooth flow of leads from different channels into the client's CRM system in Zoho.

SOLUTION

How did you select this vendor?

We selected them based on their interview with us, their skill base, their company profile, and their portfolio of previous projects.

Describe the project in detail.

We get leads for our clients from different sources and lead aggregators, such as Facebook, Google Ads, and Bing. Ergonized developed customized linking between the sources and Zoho, making it possible to automatically sort and import leads into the CRM.

What was the team composition?

We work directly with a project manager who relays our requests to developers.

RESULTS & FEEDBACK

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

Within two weeks, all links were done and lead flow was smooth from all sources to Zoho.

How effective was the workflow between your team and theirs?

Communication was easy. The project manager was available through various channels.

What did you find most impressive about this company?

Ergonized had obvious knowledge and experience. They were clear, honest, and delivered exactly what was expected.

Are there any areas for improvement?

We have nothing to complain about. We're very happy with their performance.