Leanware

BACKGROUND

Introduce your business and what you do there.

I’m the co-founder and CEO of Elephant CPA. We’re a Cloud-based practice management software solution for small to medium size accounting firms across the United States.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Leanware?

Another company created our MVP, but we felt like we needed to move on from them to a new development team to scale the business. We wanted to get some experience working with a team that had built in this industry and had experience working with other companies similar to ours.

SOLUTION

What was the scope of their involvement?

Leanware has developed some custom software for us and made improvements to our existing solutions. They're heavily focused on security, which is our main concern when it comes to our clients and the sensitive information that we're passing back and forth through the software. They installed all our endpoints and some cybersecurity checkpoints to make sure that everything is secure on the front- and backend.

Any time we need some type of changes on the software itself for an update or refresh, they’ll create a mock-up on Figma to show us what the end result would look like. Their development team will then work on the architecture of it, and they will put it into production after it's been tested heavily.

What is the team composition?

We’ve worked with Carlos (CEO), Jose (Project Manager), Jhoam (Software Developer), and Carolina (Product Designer).

How did you come to work with Leanware?

Leanware was recommended to me by our CTO. I really enjoyed our early conversations with Carlos, so I decided to go with them for this project.

How much have you invested with them?

We spend between $4,000–$5,000 per month. I’d say we’ve spent somewhere around $90,000 in total so far.

What is the status of this engagement?

We started working together in February 2022, and the engagement is ongoing.

RESULTS & FEEDBACK

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

The feedback from our customers has been outstanding. One of Leanware’s best abilities is that if there's ever a firestorm, they're always quick to put it out, so the measurability from a comfort standpoint is pretty high.

Overall, Leanware has done a phenomenal job, and we enjoy the results that they're giving us. We’re really excited to see where we take the product from here and how Leanware can help us.

How did Leanware perform from a project management standpoint?

Leanware has performed well in terms of project management. They work on an agile basis and deliver on a bi-weekly schedule. We meet with them three times per week to keep everything transparent.

We typically communicate through Slack, Microsoft Teams, and Zoom, and we use Jira for our tickets.

What did you find most impressive about them?

Leanware is transparent, and they’re very honest with the work that they do. We’re impressed with their advanced knowledge of our software, business, and what we’re trying to accomplish.

Are there any areas they could improve?

It would be great if they could gain a deeper understanding of our competitors and the business side of the software. Other than that, they do a pretty good job of keeping everything abreast. 

Do you have any advice for potential customers?

Consult with Carlos and let him know your goals and what you want from your project.

BACKGROUND

Introduce your business and what you do there.

I’m the development program manager at a consulting agency. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Leanware?

We needed help in software development. 

SOLUTION

What was the scope of their involvement?

First, we discussed with Leanware’s team the software we wanted to develop. They didn’t require us to have a well-defined scope, and they understood our ideas quickly. They translated our description into use cases and stories and estimated the project’s cost.

After that, Leanware has proceeded to develop the app in two phases. They’re using Python, DynamoDB, and AWS Lambda to build the software, and it’s hosted in AWS. It has a microservices-based architecture. 

What is the team composition?

We’ve worked with Carlos (CEO), a backend developer, a frontend developer, an architect, a designer, and a project manager. 

How did you come to work with Leanware?

We found them through a Google search. We chose them due to their quick understanding of the business problem and their flexibility to start despite having unclear requirements.

How much have you invested with them?

We’ve spent $40,000.

What is the status of this engagement?

We’ve started working together in August 2021, and our partnership is ongoing.

RESULTS & FEEDBACK

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

Leanware has met our timelines and delivered everything on time. 

How did Leanware perform from a project management standpoint?

Leanware is very good at project management; they’ve been very organized. We have weekly status meetings where they update us on their progress. We communicate through Slack. 

What did you find most impressive about them?

Carlos is very experienced, and he has quickly understood our business problem. He has a good grasp of the project both from a technological and business perspective. 

Are there any areas they could improve?

They can use tools and technologies to help their customers track the project’s completion.

Do you have any advice for potential customers?

Be open, collaborative, and engaged in the project. Talk to their developers regularly. 

BACKGROUND

Please describe your company and your position there.

I am the Managing Director of an outsource transcription service company based in the UK.

OPPORTUNITY / CHALLENGE

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

Our existing workflow system was around 15 years old and didn't include features that are now necessary, it had become unstable and unsupportable. We needed a system that was built in up to date software incorporating features that are now required as well being a system that could be updated and expanded as and when necessary.

SOLUTION

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

Leanware were recommended to us via a potential consultant. On speaking to the team, we believed they were able to offer us a comprehensive solution to our issues at a price that was affordable. They have a can-do attitude and an ability to explain technical issues in layman's terms.

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

They designed and developed a cloud based workflow system incorporating workflow management, invoicing and timesheets both internally and externally as well as mailing and CRM solutions all in one comprehensive, intuitive system.

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

There were three people we had regular contact with including the CEO and developers. Each of them responded quickly, clearly, and helpfully to all queries.

RESULTS & FEEDBACK

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

The system developed by Leanware should save us 50% of manual intervention on the receipt and sending of work and give our clients a simple, intuitive system to use to send work to us and the ability for them to monitor costs which is invaluable to them. The system will also upgrade our ability to market to potential new clients and keep in regular with current clients without impacting on the general day to day business excessively.

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

The project management was great. The team were patient with our non-technological knowledge and brought great ideas to the table going beyond what we originally had in mind. The team always responded quickly using email (our requested manner of communication) and quickly booked in Zoom/Teams calls whenever needed to explain matters more thoroughly. They also provided Loom videos for detailed instruction.

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

The communication was always excellent. They have a can-do attitude and a real desire to give us the system that we really want.

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

We have been completely delighted with all aspects of working with Leanware.

BACKGROUND

Please describe your company and your position there.

I am the Generral Manager for EMEA operations and a director of the company

OPPORTUNITY / CHALLENGE

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

We wanted to automate some of our payroll processes, implement API connections with clients and develop a database and client dashboard to enebale data to be analysed and reports witten.

SOLUTION

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

We conducted an extensive search of firms of this size. We wanted to be working with people who would understand our business before providing us solutions. We found Leanwares's business focused attitude matched our desire.

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

They design the project and develop solutions that guarantee the quality and useability of deliverables. The project created an in house system to streamline our business operations. The technologies used were Angular, Python, NodeJS and MySQL.

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

The were five team members on the project including front and back end developers, UX designer and teh project manager

RESULTS & FEEDBACK

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

The deliverables focused on underestanding our needs and then validating the solution. This has menat that the solution enhances our business processes making us much more efficient and at the same time delivering a user friendly intuitive experience for our staff and our clients.

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

We felt that this was taken very seriously by Leanware and whilst they definitely managed the project steps and deliverables they ahad a very collaborative approach which allowed us to understand what was ahppening at all times. They kept to all of the project timeline which we had jointly agreed

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

We were able to talk to really technically able individuals who were also able to talk our language and understood the need to liste to us and really understand what our business needed. This made teh whold process so much more focussed and also I think enabled better outcomes to be achieved.

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

We have thought about this and we really can't think of anything. Even when we were late on our delivery they were just about right in the way they encouraged us to provide this to them.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of a fast product provider company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Leanware?

We contacted Leanware to create a specific sales tool for one of our clients. They created a frontend that then sits between our site and the eventual payment page.

SOLUTION

What was the scope of their involvement?

Our client uses our software platform as their CRM, and they want to be able to sell their clients memberships and take balance payments. The client has it set up, so they are able to quickly choose the membership level and payment method. 

I did a Balsamiq mock-up for Leanware. Then, they provided us with a written document explaining their understanding of what it is we wanted. After we agreed on that, they went on to build what we needed.

They created a frontend tool on our Instant Wholesale Service (IWS) environment with AWS Lambda functions, where they added a dedicated URL and an admin section in the backend. They did all the development for that based on our requirements. The actual deliverable is a tool that the client uses to set up new products and payment pages. Not only that, but they are also providing 90 days of ongoing support.

What is the team composition?

We are working closely with two members of Leanware: Carlos (CEO) and Jarvy (Co-Founder).

How did you come to work with Leanware?

This is not the first project we've done with Leanware — it’s just the most recent. We decided to work with Leanware because they are very easy to contact and work with. They’re also very professional and very clear on deliverables and deadlines.

How much have you invested with them?

We’ve invested $5,000 so far.

What is the status of this engagement?

We started working in February 2021, and we are starting a new project together

RESULTS & FEEDBACK

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

The quality of the work and the ease of making changes where we need to have them are excellent. From a general customer satisfaction perspective, our client wouldn't be able to run that aspect of their business at the moment if it wasn't for the work that Leanware did.

How did Leanware perform from a project management standpoint?

We communicate through Zulip, which is an open-source version; it’s a bit like Slack. Whenever we need to have calls, we have them on Google Meet or Zoom. In general, they are fantastic with project management.

What did you find most impressive about them?

We are impressed by their ability to stick to the budget, provided that we stick to the requirements. There's no sudden increase in the budget, and they're very clear on what will be needed to be paid for extra.

Are there any areas they could improve?

From the experience that we had with them, there is none at the moment. 

Any advice for potential customers?

Follow their process because they're very good at being clear on what they need in order to deliver and provide the best results. 

BACKGROUND

Introduce your business and what you do there.

I’m VP of marketing at Canadian Orthodontic Partners. We’re a network of orthodontic clinics focused here in Canada. We represent over 50 practices across the country. I work in a support service organization so we support the efforts of finance, marketing, and HR. We lend support services to those clinics across the country.

In my role, I’m responsible for everything from branding to patient demand to lead acquisition. Essentially, I’m responsible for everything encompassed in building out our virtual care model as well as all the communication efforts for the company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Leanware?

We brought them as an ad hoc developer to handle some grunt work that I don’t want to bog down my current agencies with. I had a very specific need that needed to be addressed quickly. Leanware was able to help with that.

SOLUTION

What was the scope of their involvement?

The project was a mild integration between my consumer-facing website and our CRM system as well as other databases. They were instrumental in understanding my problem and building a solution.

We use HubSpot mostly for email campaigns, but we do use it as an integration point. Our practice management software is in our clinics. Most of them don’t have open API, so we bridged some gaps with our CRM to allow us to more easily communicate with our patients.

What is the team composition?

I worked directly with Carlos (CEO).

How did you come to work with Leanware?

I found them on Fiverr.

How much have you invested with them?

I invested about $500 CAD (approximately $380 USD).

What is the status of this engagement?

This project ran from June–July 2020. They’re on my radar for future projects.

RESULTS & FEEDBACK

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

We had a primitive version of our payment calculator tool on our website and as a result, we got just south of two million dollars’ worth of revenue for the company. We can directly attribute it to patients coming through that tool. With this heightened experience and enhanced UX from a data point perspective, I have no doubt that the million-dollar figure will increase in the future.

Leanware is incredibly responsive. Their team is quick to reply and fantastic at tackling problems. I like their approach. When I presented them with a challenge, they took it on personally. It makes it fun for them, and I can sense that they enjoy digging into figuring out a solution.

How did Leanware perform from a project management standpoint?

We communicated through email and Fiverr chat. The projects they’ve taken on have been quite small to date, so we haven’t needed true project management touchpoints.

What did you find most impressive about them?

Carlos’ enthusiasm and communication were major highlights of the engagement. I’ve worked with other offshore developers and unlike them, Carlos was always connected and communicating. That kind of response time is excellent.

Are there any areas they could improve?

Nothing, that comes to mind. They tackle projects quickly and efficiently.

BACKGROUND

Introduce your business and what you do there.

I’m the co-founder and head of IT at Toleap Consulting AB, an IT consulting agency.  

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Leanware?

We needed to reconnect a couple of defunct services so that we’d be able to talk to each other. We had pre-existing documentation for these services, but we expected the implementation to be convoluted. We needed some professional help in connecting them by way of APIs.

SOLUTION

What was the scope of their involvement?

We needed to connect the Twitch streaming service with FastSpring, an e-commerce company that allows for digital storefronts. Essentially, they streamlined our purchase notification system. They developed a product where if a customer purchases an item, a notification entailing the details of the purchase is sent to the other service. That information is then processed in the secondary system.

We’re now executing some localization projects in Spanish and Portuguese. We’re working to improve the web solution they delivered in preparation for a major use case.

What is the team composition?

We worked with 2–3 teammates. One of them was our primary points of contact, which worked out really well.

How did you come to work with Leanware?

I found them on a freelancing platform. We’d been looking for a while since the scope of the project required a niche skillset. We needed the right expertise and resources to handle the task. Leanware was the first company we came across who seemed to meet our requirements. We had a lengthy discussion with them before deciding that they were the right fit for us. Our collaboration has since grown, so they now handle multiple projects for us.

How much have you invested with them?

We spent $1,200 on that project.

What is the status of this engagement?

We started working together in June 2020, and the work is ongoing.

RESULTS & FEEDBACK

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

Leanware has adhered to our specifications well, so everything has been working the way it should. I feel that that’s a major testament to the quality of their work.

How did Leanware perform from a project management standpoint?

We used Slack, Discord, and GitHub to collaborate.

What did you find most impressive about them?

They maintain really clear communication. They deliver the exact requirements in an exceptionally timely fashion. Their documentation of the final product is similarly precise and reliable.

Are there any areas they could improve?

No. I’ve been very satisfied with them thus far.

BACKGROUND

Introduce your business and what you do there.

I’m the of Ibisa, a startup IoT platform. We’ve been developing it for the last five years.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Leanware?

We needed to speed up queries to our database.

SOLUTION

What was the scope of their involvement?

Leanware has helped us with software architecture and development. They were able to bring down database logging tasks from five minutes to 20 seconds.

What is the team composition?

We’ve worked with two people from Leanware.

How did you come to work with Leanware?

I’d worked with their CEO in the past so we used them for this project. 

How much have you invested with them?

The cost is around $10,000.

What is the status of this engagement?

We started working with Leanware around February 2020. We’re getting quotes from them for additional work, and we plan to start that project in the next 2–3 months.

RESULTS & FEEDBACK

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

Leanware’s work has impacted us in a positive way. They improved report speed, which was a big problem for our users.

How did Leanware perform from a project management standpoint?

They’re very organized in terms of methodology. We used Jira and other scrum tools, and their communication was very good. 

What did you find most impressive about them?

They were interested in identifying and solving our problem. They thought more about what the users were facing than about the technology itself.

Are there any areas they could improve?

I have nothing in mind at the moment.

BACKGROUND

Introduce your business and what you do there.

I’m the digital transformation lead at Omnicon, a solutions and consulting company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Leanware?

We needed help with the development of an internal management platform.

SOLUTION

What was the scope of their involvement?

They developed the MVP of our internal management platform. It’s going to help with all the project management of the company.

What is the team composition?

I’m in contact with Carlos (CEO) and one other person. There are more people behind the scenes.

How did you come to work with Leanware?

Carlos used to work at our company before starting Leanware.

How much have you invested with them?

We spent less than $10,000.

What is the status of this engagement?

We started working together in August 2018, and the work is ongoing.

RESULTS & FEEDBACK

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

Everyone loves the software and says it’s very good for the business. The software is very intuitive. It was something we really needed.

How did Leanware perform from a project management standpoint?

We use Microsoft Teams. It’s a really nice partnership. They offer great support. When we need something, they support us quickly. When we talk with Carlos, he shows us that he understands what we need and adds value to our process. It’s been a really nice experience working with him. I’m in discussions with management to work with him on a second project.

What did you find most impressive about them?

Their work is very good. They’re transparent. When they’re not able to do something, they let us know why it’s not possible, and then they suggest other solutions. They’re very quick when they commit to something. They’re very professional. I really like working with them.

Are there any areas they could improve?

My management said that they are expensive but their professional work is worth the price.

BACKGROUND

Please describe your company and position.

I am the CEO of Notary.io

Describe what your company does in a single sentence.

Remote online notary service provider

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Leanware to accomplish?

• New Development
• Maintenance

SOLUTION

How did you find Leanware?

Online Search

Why did you select Leanware over others?

Good value for cost

How many teammates from Leanware were assigned to this project?

6-10 Employees

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

Various new development back and front end task; maintain existing development in production

RESULTS & FEEDBACK

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

Improved functionality and enhanced feature accross platform

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

Leanware management is attentive to our needs and meet deadlines on deliverables.

What was your primary form of communication with Leanware?

Virtual Meeting

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

They are qualified and capable developers that our attentive to our needs and concerns.

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

I can't think of anyareas for improvement.