Octachat

OPPORTUNITY / CHALLENGE

Why does your firm need back office services? Did you use to handle these needs in-house?

It is more cost effective to use a third-party service.

What types of work can your internal staff avoid by utilizing a back office service?

We avoid debugging and troubleshooting issues, and cost overruns.

What challenge were you trying to address with the service provider?

We hoped for access to great services for our software.

SOLUTION

What was the scope of the service provider's involvement?

They provide us great products.

Could you describe the service provider's pricing structure and how they billed you?

We have a flat rate with them.

How did you come to work with this service provider?

They were a referral from colleagues.

How would you assess the service provider's ability to turn around quality work quickly, their client service, and communication.

They provide great products.

How much time and money does this service provider save you each month?

I’d estimate about 10 hours each month.

RESULTS & FEEDBACK

What takeaways and measures of success can you share about working with this service provider?

They are great to work with and are very professional.

What are the service provider's strengths?

They have great employees.

What areas can the service provider improve?

I can’t think of anything they need to improve in.

How long has your company been working with this service provider?

We’ve been working together for two years.

How much money do you spend annually with this service provider?

I estimate the amount is somewhere between $10,000 to $49,999.