Jet BI

BACKGROUND

Please describe your company and your position there.

I'm a software executive at a large SaaS company. However, note that my opinions are my own and do not represent the official position of my employer.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire JET BI, and what were your goals?

I have been involved in numerous projects to extend Salesforce Flow automation technology using Apex and Lightning Web Components

SOLUTION

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

I used Upwork

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

Typically I would assign 3-4 different projects at one time. Each project is accompanied by a requirements document.

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

Our primary partners have been Artiom (project manager) and Sahib (primary developer).

RESULTS & FEEDBACK

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

Over 30 years, I've outsourced software work to a lot of different companies and individuals. The first project I did out of college involved finding partners to build gateways for the original Microsoft Exchange in the early 90's. I'm also a product manager, so I work with developers all day long in my internal corporate position.

My experience with JET-BI has been extremely positive. They are professional, punctual, and effective meeting their objectives. Their estimates have been well-reasoned and they have almost never come back and expressed a need to get more hours approved.

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

They've done a great job adapting to my preferred working style.

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

The consistent high quality output of JET-BI, in terms of code and communication, has been very impressive. They're also good problem solvers. They have an excellent characteristic of identifying a problem and giving a couple of options to solve it.

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

I'm pretty good at critical feedback but in this case I really can't come up with anything I'd change in how the JET-BI team gets the job done.

BACKGROUND

Please describe your company and your position there.

Salesforce Administrator

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire JET BI, and what were your goals?

• Necessary to create an application for Salesforce that will automatically calculate the number of bonuses that should be accrued to each employee, depending on the results obtained in Salesforce Reports;
• Avoid human mistakes risks when working with both systems: Salesforce and Excel;
• Automate the calculation process and decrease the time required for calculations;
• Transparent system of calculation with easy to set up access rights and permissions.

SOLUTION

How did you select JET BI and what were the deciding factors?

An application has been developed that uses Reporting Snapshot to download employee KPI values ​​from Salesforce Reports. The uploaded value is calculated based on special scales, linear interpolation formulas, calculation formulas, and benchmark formulas.

The application allows you to independently enter metrics for which bonuses are awarded. The application allows, if necessary, to manually edit the values ​​of accrued bonuses for employees.

The application can calculate bonuses both by pressing a special key and on a predetermined date.

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

Technologies: APEX Salesforce Custom Development Git Jira

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

Team: 2 Salesforce Developer 1 Technical Architect 1 Project Manager 1 QA Engineer

RESULTS & FEEDBACK

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

• · Jar House has received a flexible application that allows you to define material bonuses for employees without using third-party applications and services;
• The process of calculating bonuses has become automated and does not require much time for constant manual work.

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

Very happy with communication and speed of response and the quality of the support. The transparency of all processes is really impressive and helps create a trusted partner relationship.

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

JET BI team pulled together qualified and reliable engineers, providing a diverse pool of experts for the project (Salesforce Devs, Technical Architect, Project Manager, and QAs). The team did a great job creating a custom solution that helped us resolve the current issues on KPIs calculation.

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

No

BACKGROUND

Please describe your company and your position there.

I'm fundraising co-ordinator in Belarus Red Cross. Our organisation is the biggest and oldest charity in Belarus which provides medical social and humanitarian assistance for more than 150 000 beneficiaries a year.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire JET BI?

In 2019 Belarus Red Cross adopted a fundraising strategy which is concentrated on digitizing all processes of collecting donation from individuals.

What were your goals for this project?

Our main goal was to develop IT infrastructure for fundraising system included online and offline campaigns, regular giving programme and lead generation activities.

SOLUTION

How did you select this vendor?

We shortlisted more than 20 companies which have an official Salesforce partnership and work operationally in Belarus. With each of them, we had a discovery meeting about the project.

Then, received a preliminary assessment, we launched an official tender-procedure. During the tender, we had a briefing for clarifying details of TOR. Next, we conducted an analysis of the final proposals with the involvement of external experts. Finally, Jet Bi proposal was selected as appropriate and most cost-effective.

Describe the project in detail.

The project included 3 main steps: data model settings, external integrations (donation pages, payment system) and automation of the processes. Jet Bi team helped to finalize TOR. During the project, we have had weekly standup call to inform about the status of the project or collect additional or clarifying requirements.

What was the team composition?

The team of Jet Bi included project manager, Salesforce developers, Salesforce architect, QA and web designer. During the project, other specialists also joined the work. The main communication was organised threw the project manager but in the case of specific issues specialized specialists joined the discussion.

RESULTS & FEEDBACK

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

Thanks to the developed infrastructure, it became possible to organize the first digital campaign. Today, the system collects data on all donors and leads, which allows us to interact with them, increasing the income of the organization. On the basis of the system, face-to-face regular giving campaign, which is unique to this market, is preparing to launch.

How effective was the workflow between your team and theirs?

The project manager provided regular communication on all issues. Weekly stand-up meetings, online and offline meetings to discuss individual functionality were held. We also received a weekly project status report. The progress of the project was reflected in Jira. Acceptance of the project took place in the office of our organization.

What did you find most impressive about this company?

We highly appreciate the expertise of the vendor and their involvement in the project. During the implementation of the project, the contractor was flexible and ready for unexpected tasks. In addition, the company showed involvement not only in the technical side of the project but also in the organization’s assistance activities.

Are there any areas for improvement?

The project is the first but the most important stage of development of the infrastructure. In the process of implementing the fundraising strategy, new requirements and challenges will arise. We plan to continue cooperation with Jet Bi to develop our system in future projects.

BACKGROUND

Please describe your company and your position there.

Silver Saints is London's premier handyman service. We are best described as a team of multi-skilled, experienced and reliable Handymen who travel around London on motorcycles undertaking plumbing, electrics, fixing, fitting, assembling and hanging jobs. In fact our team of Saints are the most experienced multi-trade handymen in London.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire JET BI?

After 10 years of adding on a patchwork of applications to our local CRM database ir was clear that moving over 13 seperate 3rd party applications into one cloud based CRM. After several months of research and sales meetings we decided that Salesforce's - Servicecloud & Field Service Lightening products best met our requirments. JetBi was the Salesforce Partner we chose to setup & customise the salesforce org and communitues to meet our very specific requirments. JetBi continue to offer us ongoing support and development with all our Salesforce needs.

What were your goals for this project?

The project goals were to incorporate the functionality of 13 different applications and dozens of procedures into one cloud based CRM product. Migrate existing customer data into the new org, setup, develop and customise the Salesforce org, communitues and FSL mobile application in line with out current processes and procedures.

SOLUTION

How did you select this vendor?

Salesforce Sales team were very keen on us using the partner they put forward, based in London. Having worked mostly with offshore developers in the past I widened the net via a project bidding website. I shortlisted the best bid applications and arranged confenence calls with the best three. JetBi presented the best application and 'interview' and it was clear that they were very keen and excited about the project. They were equally clear on the ambitious time frame and budget implications and these were clearly laid out in multiple 'scope of work' documents before any agreement to proceed was reached. Based on their engagement, responsiveness and professionalism during the bidding process they won the work.

Describe the project and the services they provided in detail.

Investigation, understanding and documentation of our current systems, processes and procedures. Discussion, documentation and agreement of setup, developemnt and customsation required. Agreement on scope of work and estimated costs, invoicing and payments. Migration of existing data to new Salesforce CRM Setup, development, customosation and support of Salesforce, ServiceCloud, Communities, Filed Service Lightenting as well as intergration with 3rd party apps that plugin to the Salesforce Org (Stripe and Zapier)

What was the team composition?

The JetBi Project team was made up of a Project manager, 1-3 developers, Q&A, consultants when required.

RESULTS & FEEDBACK

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

Having used the same CRM software for over 15 years I was always under no illusion as to how big a challenge it was going to be to change all of our systems and incorporate them into one cloudbased CRM. Working very closely with the dedicated team at JetBi we have managed to transition on to the new Salesforce Clouds with the minimum of disruption to our customer service staff, service technitians but most importantly customers.

How was project management arranged and how effective was it?

Almost all task, bugs, improvements and queries were managed and progressed through Jira. This meant that all parties could easily track the progress of each task knowing who was assigned to carry out the next stage of the task. The effective and efficient use of the Jira platform meant that it was easy to catch up on the project status at any time, even if my attention had been diverted elsewhere for a few days. Where urgent attention was required we have a Whatsapp group - which has been a useful add on.

What did you find most impressive about this company?

Dedicated, efficient and productive. Testiment to this is the fact that we carry on asking for further development and support from Jetbi. They are truely our Salesforce Partner.

Are there any areas for improvement?

Working with an offshore team does present both benefits and obstacles. On a whole - I prefer it. However I suspect most people would go with the partner Salesforce recommend as they tend to find a partner local to your business/decision makers. I personally did not like the idea of weekly face to face meetings around a conference room desk. The go-to-meeting conference calls with the project manager and development team was far more efficient than trekking in and out of Central London. However, for me, even a weekly go-to-meeting conference call seemed unessassary at times. I would prefer the confenence call meetings were arranged 'as required' when decisions needed to be made, discussed or demopnstrated, rather than as a weekly update process.

BACKGROUND

Please describe your company and your position there.

Warrior Service Company LLC is a disabled veteran-owned small business that provides services to the Department of Veteran’s Affairs for the US government. I’m the director of operations, overseeing six branches across 10 states.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire JET BI?

Our company has been fortunate enough to experience a 25%–50% year-over-year growth. However, as a result, we’ve quickly outgrown our software's capabilities. We needed a more comprehensive and robust CRM if we were to continue to grow, so we tasked JET BI with creating a custom Salesforce implementation to be more efficient. 

What were your goals for this project? 

Since our business model is very unique, we needed to customize our Salesforce to match our day-to-day operations. This would help streamline and automate our processes.

SOLUTION

How did you select this vendor?

Salesforce recommended JET BI as having 5-star reviews. They were very professional and cost-efficient. 

Describe the project in detail. 

They provided a custom Salesforce CRM implementation, using Field Service Lightning for our customer service, warehousing, inventory, and delivery technician needs.

What was the team composition?

JET BI assigned two main computer software engineers but also had a larger team supporting them behind the scenes. They were all knowledgeable and attentive to our unique needs.

RESULTS & FEEDBACK

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

We’ve met most of our milestones, and I’m very happy with the outcome thus far. We plan to continue using JET BI for future projects. 

How effective was the workflow between your team and theirs? 

JET BI was very professional when it came to project management, communication, scheduling, and managing expectations. We used Outlook 365 and GoToMeeting to plan and execute our virtual meetings.

What did you find most impressive about this company?

I was most impressed with the number of hours they provided and their team’s dedication. They really took our project and made it their own. I was also amazed by their expertise and friendly demeanor.

Are there any areas for improvement?

Being that English isn’t their first language, they might benefit from having a bit more English practice. However, after having so many conversations with them, we never found a major language issue. This was just a minor point compared to the amount of effort they put into the project.

BACKGROUND

Introduce your business and what you do there.

I'm the executive director of the Australian Institute of Food Safety.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Jet BI?

We engaged Jet BI to help build custom reports in SalesForce, allowing us to send required data to the Australian Government each year. 

SOLUTION

What was the scope of their involvement?

Jet BI extracted data from custom objects in our Salesforce system in order to produce files in the format required by the Australian government.

What is the team composition? 

We primarily worked with a project manager, as well as a developer and technical architect.

How did you come to work with Jet BI?

They were recommended to us by a former colleague of mine.

What is the status of this engagement?

We worked together from around December 2018–January 2019.

RESULTS & FEEDBACK

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

Jet BI helped us maintain our licenses by building an effective, customized solution within SalesForce. 

How did Jet BI perform from a project management standpoint?

They were the best consultancy I've ever worked with in terms of project management. They organized tasks through Jira and were very responsive and accessible throughout. 

What did you find most impressive about them?

They were very easy to communicate with and proactive in terms of meeting milestones throughout the engagement. They also provided a quality solution with little to no issues. Their technical expertise sets them apart. 

Are there any areas they could improve?

No. They were fantastic. 

Do you have any advice for potential customers?

Keep an open line of communication and be sure to provide them all the guidelines and information they need in order to effectively provide a solution. 

BACKGROUND

Introduce your business and what you do there.

I am the co-founder of Cloud Team Company. We do Salesforce and FinancialForce implementations. The latter is a cloud-based ERP solution on the Salesforce platform.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with JET BI?

We needed development augmentation.

SOLUTION

What was the scope of their involvement?

JET BI serves as our technical consultants and supplemental developers. They build applications and add-ons on the Salesforce platform. They provide Apex developers and expertise, and in the past, have also helped release some of the apps in the Salesforce store.

They are always in the background working on our invoice scan app, which digitally processes payable invoices. Users scan the invoices and the information then goes back to FinancialForce. JET BI maintains that app as well.

What is the team composition?

We work with a coordinator and two developers.

How did you come to work with JET BI?

We came across them by accident and decided to try them out. I liked having a team in the same time zone and with a more European mentality.

How much have you invested in them?

We have spent approximately €50,000 ($57,954 USD).

What is the status of this engagement?

We began working with them in December 2015 and the partnership is ongoing.

RESULTS & FEEDBACK

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

Overall, they complement what we do. There isn’t one specific success, but rather we have a successful collaboration. With their help, we are scalable and provide better service, even in the event of an unexpected increase in workload. If we grow, then JET BI will become even more important to us.

How did JET BI perform from a project management standpoint?

We are happy with their availability and responsiveness.

What did you find most impressive about them?

Compared to past vendors, they have been easier to work with from a communications perspective.

BACKGROUND

Introduce your business and what you do there.

I am the founder and CEO of an internet company. We run a website in the enterprise, B2B-tech space.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with JET BI?

We needed to integrate our finance, delivery, and other departments in a centralized Salesforce CRM. We were not satisfied with our previous consultants integrations.

SOLUTION

What was the scope of their involvement?

JET BI listen to our requirements for the platform and develops the necessary Salesforce administration/customization functionalities. They're integrating our entire company's records, customer support, billing, finance, invoicing, and delivery documentation, onto a central CRM platform. In addition, their team also consults us on Salesforce best practices and strategies, showing us alternative solutions that are more efficient and effective in terms of cost and development time.

What is the team composition?

We work with a senior project manager and a business development representative, and their developers.

How did you come to work with JET BI?

We were looking for a skilled vendor that was less expensive than our previous one. We found JET BI through an online marketplace and conducted an initial trial period. They were responsive and knew what they were doing, so we hired them. 

How much have you invested with them?

We invested $10,000–$50,000 thus far.

What is the status of this engagement?

We started in September 2017, and the work is ongoing.

RESULTS & FEEDBACK

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

JET BI helps us quickly fix technical issues and increases the number of reports we produce. Their work significantly increases the efficiency of our automating processing, such as migrating Google Sheets data and other manual work into Salesforce. Overall, they help us use the platform more effectively and efficiently.

How did JET BI perform from a project management standpoint?

Their project management has been good thus far. They provide documentation and keep their timesheets up to date on a regular basis. Their managers conduct weekly meetings and daily emails. If a project needs more attention, they're responsive and will communicate with us more intensively.

What did you find most impressive about them?

They focus on delivering the most cost-effective strategies to optimize our success.

Are there any areas they could improve?

I feel like their team is too small at times. If their employees are not available, due to a holiday or to illness, their turnaround takes longer. 
However, overall, they make us feel like an important customer and are attentive to our needs.

Any advice for potential customers?

I recommend that you ask for Alex (Project Manager, JET BI), as he has been great for us thus far.

BACKGROUND

Introduce your business and what you do there.

I’m the IT project coordinator for a software development company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Jet BI?

We were working on a client project that involved enhancing a Salesforce CRM system. Specifically, we were implementing an opportunity checklist, a complete opportunity management module, and a contract subscription module.

SOLUTION

What was the scope of their involvement?

Jet BI was onboarded as a Salesforce professional and was responsible for the implementation of the three modules. They also performed a lot of custom work for them. Their developer and solution architect worked closely together to input all the data. We used standard Salesforce Sales Cloud object Contract, custom APEX trigger and custom APEX Batch.

What is the team composition?

I knew every resource working on the project. There was a Salesforce developer, solution architect, QA engineer, and a project manager.

How much have you invested with them?

The initial cost was around $5,000. We’re working with them for an extra one-and-a-half month so the overall cost will be $6,000–$7,000.

What is the status of this engagement?

We started working with Jet BI in mid-February 2018. The work is ongoing and is expected to be complete by August.

RESULTS & FEEDBACK

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

Their collaborative and professional approach has helped us in a positive way. Their responses are timely and they’ve stuck to the established budget. Whenever we exceed our timelines and budget, the project manager gets in touch to ask whether they should go ahead with the work or wait till the next iteration.

We’ve had videoconferences during which the developer shares his screen, showing us demos of the modules he’s implementing. He’s always eager to help me understand what the product does and how it’s built. I'm satisfied with the experience of working with Jet BI and might hire them again.

How did Jet BI perform from a project management standpoint?

All communication is open and they have solid management skills. I’m aware of every particular piece of work being done for the site. Since we’re working in different locations, it’s important to me as a customer to know what’s going on with development, and they’ve never hidden any information from me.

Overall, their project management is satisfactory, though they could incorporate some project management tools. When our project manager went on vacation and another stepped in, the workflow remained seamless. Most of the communication is done through email and GoToMeeting.

What did you find most impressive about them?

The quality they’ve delivered for this integration is the most remarkable aspect of this collaboration. I wouldn’t say it’s extraordinary, but it was done neatly.

Are there any areas they could improve?

I do recommend that they start providing more precise quotes so that we won’t have to review them again after surpassing the budget. I would appreciate having some buffers in place, but ultimately everything was coordinated with me. 

Do you have any advice for future clients of theirs?

Jet BI has professional people. I’ve had a good experience, and I would definitely recommend them to others.

BACKGROUND

Introduce your business and what you do there.

We are a consulting company with 2 main divisions: business and IT consulting. I am a manager of the IT consulting team, and my responsibilities are around both consulting activities and project management.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with JET BI?

We were looking for a team to help us with our development load. We are a Salesforce Partner, and have many customers in our region, but we have limited development resources. We use subcontractors for additional workloads, and have worked with 3-5 vendors, one of them being JET BI.

SOLUTION

What was the scope of their involvement?

JET BI provided Salesforce development for multiple customers of ours. We initially needed their assistance for some functionalities on a more conventional project. We’ve worked on a few projects over time, and have 2 ongoing projects at the moment. They’ve advised us regarding different solutions based on Salesforce standards. They are currently working with us for the development of web services between Salesforce and third-party solutions owned by the customer. We’ve also had discussions regarding more complex tasks and projects. Aside from development, JET BI has also provided UI design.

We were assigned project managers, Apex developers, UI designers and quality assurance specialists. Overall, we’ve worked with around 10 different people from JET BI’s side, including 3 project managers. We’ve recently been working with a single manager, but we used more on previous projects. We’ve worked with around 4 or so development resources from their team.

In terms of the consultation provided by JET BI for the more complex tasks, we have worked with Andrey Bosak, who is a technical architect. He made very useful contributions to the customer’s decision and our understanding of the possible approaches to a project.

How did you come to work with JET BI?

We engage with our own customers but rely on subcontractors. I’m not sure what the initial project request for JET BI was, but it may not be relevant, given that our requests are different, depending on the customers we’re working for. Each client has different requests. We asked for work samples from a number of companies, included JET BI, in order to get an idea of how we could work with them, and if the process would be satisfactory.

How much have you invested with JET BI?

I don’t have an overview of all the projects on which we’ve worked with them. For the last 4 which I’ve managed, the work required from them was 100 man hours on average. It highly depends on the tasks we receive from our own customers, which vary greatly.

What is the status of this engagement?

We started working with JET BI in the beginning of 2017, or at the end of 2016. We’ve worked on at least 5-6 different projects in total, 4 of them for a single customer. One of my former colleagues also engaged with JET BI, so I’m not sure about the exact details. They're working on at least two client projects currently.

RESULTS & FEEDBACK

Could you share any evidence that would demonstrate the productivity, quality of work, or the impact of the engagement?

I cannot share such information because we don’t track metrics for the projects I manage. Customers split different tasks between different subcontractors, so, even we, as a consulting company, don’t have a full view of the organizational structure and number of users. We have heard very good feedback from the customers assigned to JET BI. As a result, we’ve given additional work from those customers to JET BI.

How did JET BI perform from a project management standpoint?

We’ve been very happy working with them, and have given the team more and more tasks. They are very detailed, and have given us good initial time-and-materials estimations. If they believe that there will be more hours required than the initial estimate, they will inform us, and allow us to communicate on time with our customers, which is valuable since working with a subcontractor is more complicated. We are okay with this, and it’s the main reason we’ve been working with JET BI continuously.

What did you find most impressive about JET BI?

They have very good knowledge and suggestions for different approaches around complex tasks. Every time we’ve had an issue for which we were unsure how best to proceed, we asked for the opinion of Andrey, the technical architect. Everything we’ve heard from him has been useful for us. We’re actually learning from JET BI, and we’re thankful for this.

Are there any areas JET BI could improve?

From time to time, the communication will take longer between their project managers and the developers. Because we lose time with meetings, we have asked JET BI to maintain a single point of communication with the development team, to ensure that there are no misunderstandings. We haven’t had any other issues when communicating directly with the development team so long as the project manager is aware.

Most of the miscommunication instances came up during the testing period. JET BI is the first party to test the software. We will test it ourselves, and provide the end-customer with the output as well. When the customer comes back with feedback, it will sometimes take more time than needed to come back to the client with a resolution. In these cases, we communicate directly with the developers, who have been responsive and reactive.