Panth Softech

BACKGROUND

Please describe your company and your position there.

Company Name – ALMONTAGE ENTERTAINMENT Customer Name - SHAIK ALEEM PASHA Position – CFO

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Prompt Softech?

Prompt Softech has worked on many small to medium level of projects with ALMONTAGE. Below is list of few projects:

• Web to Lead capturing
• Proposal Generations
• Product SKU Import
• Integration of QuickBooks accounting software with Dynamics 365
• Dynamics 365 Portal Development
• Customized Budgeting Views
• Purchase orders & payment request processing.
• Expense Submission & Tracking
• Customer Surveys implementation using Forms Pro

What were your goals for this project?

Here is few challenges of this project:

1. Implementation of some Custom feature in the way ALMONTAGE needs
2. Integrate two systems & remove manual interventions

SOLUTION

How did you select this vendor?

From Freelancer

Describe the project and the services they provided in detail.

Prompt has implemented Dynamics CRM solution which has transformed our processes with new scalability that ALMONTAGE needed.

• Integration of Dynamics 365 CRM to Intuit QuickBooks online Accounting software.
• Microsoft Dynamics CRM Dashboards for key performance indicators based on role-hierarchy.
• Power Bi Dashboards to take deep dive into sales indicators.
• Designing & development of Dynamics 365 Portal. Portal was built for the purpose of registering external contractors.
• Implementation of Purchase order & payment request connected with QuickBooks

What was the team composition?

2

RESULTS & FEEDBACK

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

the outcome is, implementation has provided us the transparency of the work.

How was project management arranged and how effective was it?

it’s effective and the team always available

What did you find most impressive about this company?

They have speedy responses.

Are there any areas for improvement?

NO

BACKGROUND

Please describe your company and your position there.

Construction company utilizing customized version of Microsoft Dynamics CRM to manage bids and workflow.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Prompt Softech?

Customizing menus, relationships, fields and tables within Microsofe Dynamics CRM.

What were your goals for this project?

General maintenance updates and streamlining the processes within the system to make it easier to use and implement.

SOLUTION

How did you select this vendor?

Identified online as potential source for Microsoft Dynamics CRM customization.

Describe the project and the services they provided in detail.

Multiple projects including re-formatting menus, updating drop down item selections, assisting with new user on-boarding, tweaking tables and menus within the system. General system updates and maintenance.

What was the team composition?

Direct contact with the team leader who implemented my directives.

RESULTS & FEEDBACK

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

Having this team behind us has given us a "virtual development" team behind us to make regular updates and assist with problems in "real time" or in very short turnaround.

How was project management arranged and how effective was it?

I provided notes/outlines for things to complete, discuss with the team leader for clarifications (via skype text or call) and the team implements changes. Keeps me apprised of progress via email or Skype text and I am able to provide feedback.

What did you find most impressive about this company?

Strong communication. Typically fast responses and turnaround on work. When there are errors, they are edited or repaired without questions or pushback.

Are there any areas for improvement?

Only challenge is working around time differences - but this is not show stopper as the team works long hours and is typically available the first half of the day (we are on EST).

BACKGROUND

Please describe your company and your position there.

We are a distributor and I am a director.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Prompt Softech?

They were hired for a range of implementations to our CRM - Portal, barcode scanner, troubleshooting, reports etc.

What were your goals for this project?

To alleviate common issues and time wasting processes, value adding for our clients.

SOLUTION

How did you select this vendor?

Through Upwork.

Describe the project and the services they provided in detail.

They built a portal onto our CRM, they integrated a barcode scanner system and updated workflows, created services and created reports amongst many other small jobs.

What was the team composition?

I liaised with one client manager and occasionally had discussions with their coders.

RESULTS & FEEDBACK

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

The projects were all completed and are now functional. Some took longer than the expected timelines and one was not as expected in terms of the functionality - they have still to resolve this issue. However many other projects were completed on time and within budget.

How was project management arranged and how effective was it?

Project management was primarily through Skype or phone. Most of the time it was ok, however language issues mean that you have to really check that they have understood the brief. I felt it some cases it was necessary to have multiple meetings to ensure the brief was understood and scoped appropriately.

What did you find most impressive about this company?

They are willing to help and their project manager was very available. They have been able to solve some difficult issues for us, and they try very hard to please.

Are there any areas for improvement?

Yes. Communication - it is sometimes hard to understand the various accents of the communicators. Being Australian I have had trouble with the accents and their interpretation of my requests - what seemed clear and simple to me was not always understood by them.

Quality control is a big one for me and sadly this company has issues in this area - but to be fair I have found that many providers from India share a similar issue in as much as they tell you a task is finished when it is clearly not and their quality control and post testing leaves something to be desired.

That said, once they have been made aware of an issue they will beaver away at it until it is fixed (in all but one case), but in my book I would prefer not to have to go through that time wasting process. If it is done then it should be exhaustively tested before being handed over to the client.

BACKGROUND

Introduce your business and what you do there.

I’m the owner of a small SalesForce consulting practice that specializes in the small business and nonprofit organization space. I do SalesForce consulting and implementation for those clients.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Prompt Softech?

I didn’t have enough time to meet the demands of my clients since I am the sole member of this LLC. That meant I needed development resources to assist with custom development and visual source coding.

SOLUTION

What was the scope of their involvement?

I had configured Volunteers for SalesForce for a client, but something wasn’t right, and I didn’t have the time to resolve the issue because of other demands in my company. I needed someone to go in and look at the configuration and explore what I did and what could be wrong.

Prompt looked at the configuration and by the time they were done, they identified the variables in the components and code with certain values that should have been installed with the app off the AppExchange. My client had installed Volunteers for SalesForce and then SalesForce moved her to a different style of organization, which corrupted the app installation and didn’t move over all the components. Through Prompt’s discovery, they were able to figure out that something wrong. I then hired them to reinstall, configure, and do some customization to the way it presents the Volunteer app to my client’s volunteers.

What is the team composition?

I work with Anupam (Project Lead, Prompt Softech) who is my go-to. If he was to ever leave, I probably would move my business, he is the only person I have dealt with and he is incredible.

How did you come to work with Prompt Softech?

I found them through Freelancer.com where I posted a project with a purposely vague description as I wanted to see if someone could solve the challenge I was facing. I interviewed 30 different companies, the chose Prompt because they wrote up their solution, but also did some work for free to prove they had the skillset required.

How much have you invested in them?

I invested $1,500 for this project.

What is the status of this engagement?

I worked with them on this from September–October 2018.

RESULTS & FEEDBACK

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

We went live with the Volunteers reconfiguration, fix, and custom development. They went above and beyond because it is the client’s responsibility to provide a web developer to code the CSS files that we configure in SalesForce, but this client didn’t have one. Prompt went ahead to code my client’s CSS file so that it would present the data through their iframe on the website.

Because of their work, I’ve been able to take on two more clients. I was at 100% capacity managing the two clients I had and doing all the work, but since taking on Prompt Softech, I have had time to procure two more clients, giving me a total of four. In a month and a half, I have doubled the size of my business thanks to their help.

How did Prompt Softech perform from a project management standpoint?

They’ve never missed a deadline. We predominantly use Skype for meetings and conversation, in addition to email and exchanging files via Google Docs.

I value them as a partner, and I couldn’t do my work without them, which means I keep giving them additional work.

What did you find most impressive about them?

The other companies that were bidding on the project took a long time to get back to me on a solution, and they never tried actually show me a fix as Prompt did. They did work without even knowing if I was going to award the business to them or not. Then when we needed a quote for the work for my client, they provided it 20 hours quicker than all of their competitors. It was a no-brainer for us, and I felt they did the work out of good faith, which made me satisfied with my decision.

Are there any areas they could improve?

I wanted them to test things before they tell me they are done, as I want them as complete as possible before I test them. They also need to ask more clarifying questions: I had to fix something once, but after I gave them an example, and they resolved it pretty quick. They now test more before they tell me something is done.

Do you have any advice for potential customers?

No.

BACKGROUND

Please describe your company and your position there.

I am the CTO of Splashtrack, an online solution for total employee management. The cloud platform provides high-turnover companies with a complete solution to manage their employees throughout their entire employee life cycle. This includes an Applicant Tracking System (ATS), complete paperless onboarding, organization management, payroll, benefits management, job costing, culture board, and much more.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Prompt Softech?

We initially engaged Prompt to build the ATS, but they have continued to partner with us on many additional modules of the application.

What were your goals for this project?

The goal was to build a complete next-generation ATS.

SOLUTION

How did you select this vendor?

I connected with Prompt via Upwork.

Can you go into detail about the services they provided and the scope of the project?

They were responsible for all .NET and MVC development and architecture services.

What was the team composition?

The project team began with four people but eventually increased to more than 15.

RESULTS & FEEDBACK

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

Prompt provided everything we needed to deliver a world-class cloud application. We have been meeting with them several times a week for more than five years. They are part of our company.

How was project management arranged and how effective was it?

Prompt uses a custom case management and issue tracking system based on the open-source Redmine platform, and manages projects with the agile methodology. We have great visibility into our project.

What did you find most impressive about this company?

They are all very fast learners and great communicators.

Are there any areas where they can improve?

We could have executed a more coherent UI strategy.

BACKGROUND

Please describe your company and your position there.

I am the R&D officer for a specialist Manufacturing company specialising in HEPA filters.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Prompt Softech?

We hired Prompt for the backend design for the hardware and APP design of our nee IoT products

SOLUTION

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

Based on reviews and costs.

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

Redesign of an analogue instrument and combine a PCB to be able to be used with multiple models making parts common throughout our lines. We had to design multiples PCB versions to integrate with different control parts, and do many many hours of testing in different environments to ensure reliability and most importantly safety.

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

At least 4 people which involved Skype and face to face visit.

RESULTS & FEEDBACK

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

The entire team have been very helpful and intelligent, and working in particular with Namita and Bhautik has been brilliant.

How effective was the workflow between your team and theirs?

They are very professional and are always able to answer requests and take feedback well.

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

Personal touch and direct contact with engineers.

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

None.

BACKGROUND

Please describe your company and your position there.

I am a senior data architect at a data engineering specialty firm.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Prompt Softech?

Specialty data extracts for desktop installed daily operational systems.

What were your goals for this project?

Inexpensive and accurate deliverables.

SOLUTION

How did you select Prompt Softech?

Through Upwork; they are highly rated, and responded quickly to my needs.

Describe the project in detail.

ETL stage one file delivery via Intuit SDK.

What was the team composition?

Small team providing bespoke services.

RESULTS & FEEDBACK

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

Deliverables were on time, accurate, and well documented. Outsource liaisons communicated promptly, followed up with quality checks and assurance that the product is supported.

How effective was the workflow between your team and theirs?

Very

What did you find most impressive about this company?

Prompt and accurate communication.

Are there any areas for improvement?

Release templates can be improved to carry better description of project.

BACKGROUND

Please describe your company and your position there.

I own a software company.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Prompt Softech?

We needed to develop our Dynamics 365 CRM. 

What were your goals for this project?

We wanted to build an application. 

SOLUTION

How did you select this vendor?

We did a small test with a proof of concept.

Can you go into detail about the services they provided and the scope of the project?

They're programming our application based on our design and requirements. 

What was the team composition?

One team member from Prompt Softech worked with two of our employees.

RESULTS & FEEDBACK

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

We still have work to do. 

How was project management arranged and how effective was it?

Their communication is great. We regularly meet on Skype. 

What did you find most impressive about this company?

I'm impressed by the engagement of their CRM lead. He is helpful and has excellent knowledge of Dynamics 365. 

Are there any areas where they can improve?

No.