ImagineX Consulting

BACKGROUND

Please describe your company and your position there.

I am the CEO of a software services firm.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire ImagineX Consulting?

We engaged ImagieX through one of our clients who helps their customers save money by reducing their taxes and reinvesting that money into their business. We wanted to develop a solution that could replace Excel calculations.

SOLUTION

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

I came across ImagineX while doing research on Google. I saw their website and reached out to them. We had a couple of conversations and they sent over some work they had done. We ended up choosing them because they had built a similar platform in the healthcare area. Conceptually, it was similar to what we wanted. Because they had that proven track record, we thought they would be a good fit.

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

With ImagineX, we took the process that was done through Excel, took the calculations, and converted them into algorithms that were scalable, so that we could create a tool for the sales team that could do those estimates on both the savings and potential business growth just by filling out two dozen fields on points of data. ImagineX took the excel sheet, converted it into an application, created an interface for the salespeople, and provided an output that would create projections based on those calculations. They did the design and backend, and they continued to operate it after the first version was built. Most of their work was done in Python.

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

The team consisted of a scrum master, 4 full-stack developers, product owner, and an SDET.

RESULTS & FEEDBACK

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

The cadence with which they get back to us when we need changes done is great. ImagineX is very responsive, and we like working with them because when we have changed, the team is able to help us look at the plain language logic of what we want to do, work with us to convert to excel, and then convert that into the platform they built. They’re also really good at QA. The beta version is really good, and we’re happy with what they built. If things shift and we have more certainty of the future, we will very likely engage HatchWorks to do the second version of the product. They delivered on what we asked of them and the scope was great.

How effective was the workflow between your team and theirs?

They’re amazing with communication. They keep me in mind and make sure that there’s enough follow-up so that we meet our deadlines. Internally, they use a project management system.

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

ImagineX is really good at working with us to take what our client imagines and translate that into actionable tasks, items, and features, which can be challenging sometimes. The team does a good job of setting expectations and matching requests to features, builds, and milestones. This makes it easy when there’s miscommunication because we know exactly what needs to be changed. The process was good in terms of organization and deliverables.

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

No, not that I can think of. There was no area in which they didn’t meet our expectations. They’ve been the most organized agency I’ve worked with, but also one of the most boutique.