Pell Software

BACKGROUND

Please describe your company and your position there.

I am President of our Termite & Pest Control business and handle a majority of the back office work and operations.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Pell Software?

We have multiple separate cloud based software that have open APIs. Pell Software helped us get them connected and fine tuned so we have a seamless and automated process for keeping both software up to date with information and no duplicate entries.

SOLUTION

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

I interviewed a few candidates and could quickly tell from my conversation with Martin that he knew what he was doing and was well organized. He was able to put together a ball park estimate of time and pricing and ended up being quicker and slightly cheaper than what he ball parked..

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

Our CRM software does all of our scheduling and we wanted the inspection information to auto populate in to a form building software we use for digital inspections. We first IDed what info we needed to pull out of our CRM and where it needed to go in the form building platform. Then after a few trouble shoot appointments to confirm it was working, we were good to go.

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

2 people

RESULTS & FEEDBACK

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

It works perfectly and he has followed up to make sure it continues to work perfectly.

How effective was the workflow between your team and theirs?

Very effective. They are responsive and easy to talk to as I try to explain or understand what our system has and what they need to complete the project.

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

We're impressed by their timeliness, responsiveness, and the completion of the job.

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

No, we're very happy and will recommend to others.

BACKGROUND

Please describe your company and your position there.

I am the CEO of Credence Funding Corporation, we are a mortgage company licensed in 17 states.

OPPORTUNITY / CHALLENGE

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

We hired Pell Custom Software to integrate our CRM, Website, Dynamo DB, and LOS. Our goal was to be able to fully integrate all of our systems so that they communicated with each other and push pulled data back and forth. Pell Software was to complete the technical projects that our small business did not have the expertise to complete

SOLUTION

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

We found Pell Software online using a vendor that allowed us to compare services. Pell Software produced the most professional offer of services at the most reasonable price. After speaking with Martin among other providers it was clear Pell Software was the most knowledgeable and best priced.

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

We were integrating our CRM with our website, email, and LOS. Pell Software updated our CNAME records, subaccount Domain, and DNS records among other things that are too technical for me to articulate.

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

We were able to work directly with Martin on this project.

RESULTS & FEEDBACK

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

The solution was quick easy and cost-effective.

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

The project management was great, I was able to email or meet with Martin Pellicore directly. We had been using offshore dev teams which make communication difficult and costly. By using Pell Custom Software there were no communication issues and they knew exactly what we wanted to get accomplished.

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

We were able to speak with them directly, allowing us to communicate our issues.

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

None.

BACKGROUND

Please describe your company and your position there.

We are an digital marketing agency with over 30 clients and growing. I am the founder of the agency and we have employees all over the world now. Our main focus is SEO and paid advertising.

OPPORTUNITY / CHALLENGE

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

This is a review for ongoing work that spans many projects we have and also we will have going. One of the most recent is that we needed to have custom API's built and then along with that webhooks and custom forms. The entries to these are made via our client websites but then are passed on via these API's and webhooks to a partner of ours. It is quite complicated and delicate and very important to our company.

Another project also includes building custom APIs and displaying the data from those APIs on pages of client websites. This is all custom coding with many factors involved to get it right.

SOLUTION

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

We were referred to Pell from another vendor and when we spoke to them we knew they would be perfect for our needs, they are reliable, unbelievably talented and price their work reasonably.

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

This work took place with our development team so I can't tell you all the steps but the deliverable was the successful hand shake of the data to the partner via the webforms and it has been working perfectly! Also the custom APIs, to this day all work exactly as we want and we are about to build a set of new ones with Pell

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

There were 2 to 3 people working on this, not sure the positions.

RESULTS & FEEDBACK

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

We are now delivering the data we need direct from users on the website to our partners APIs.

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

They are just easy to work with, very smart, very capable and brilliant in the execution.

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

They say what they do and then they do what they say.

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

No improvements, we are 100% happy

BACKGROUND

Please describe your company and your position there.

I'm the Director of IT for GH Phipps Construction Companies headquartered in Denver Colorado. GH Phipps is a long-standing commercial general contractor focusing out efforts in Colorado and Wyoming since 1952. My team and I are responsible for all that is IT for our 5 permanent offices as well as all temporary job sites.

OPPORTUNITY / CHALLENGE

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

I engaged Pell SW to take over a systems integration development effort with a lot of moving parts from another firm that wasn't going as smoothly as it could. The solutions had been in place for close to a year, and we had a number of required bug fixes and enhancements that were needed in a rather short period of time.

The original development firm wasn't able to meet the timeline so I began reaching out to other Denver-based development companies.

SOLUTION

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

I reached out to a total of 3 other development firms here in the Denver area. Over the course of a few weeks, I had held at least 1 video conference with each where a high-level description of the solution and new requirements were discussed.

Out of the 3, Pell SW seemed to grasp the existing systems and requested new functionality very quickly, and quite frankly asked me very on-point and salient questions. It was at that point I decided to go with Pell SW.

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

Integration is between an on-prem web portal, a 3rd party SaaS system, and our SharePoint 365 environment. We had a number of lingering bugs from a previous release that needed to be addressed, as well as a need to add functionality to better handle compliance as it relates to jobs under NDA and Confidentiality Agreements.

Following the initial meeting, an in-depth walkthrough of the systems was conducted, and requirements were again covered. Pell SW took that information and provided a very comprehensive SOW outlining everything that was discussed, timeline, and costs. SOW was executed and work began within days.

The goal was to have the project completed before the end of July, and I'm happy to say we accomplished that.

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

There were 2 folks from Pell SW. Their President/Founder who was involved in the discovery conversations and crafting the SOW, and a Sr. Software Engineer with whom I worked very closing during the development, testing and release.

RESULTS & FEEDBACK

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

We met the project deadline of launching before the end of July, and the release process was the smoothest we've had with this solution (this was our 6th or 7th release since it's inception);

the entire release took about an hour and we had no issues. This new release affords us the ability to automate portions of access control to job information that falls under an NDA and must be restricted, which was 100% manually previously, and error-prone.

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

Communication was fantastic! I was kept informed throughout the development cycle, and as questions came up, answers weren't far behind. We used mostly email, text messaging, and MS Teams/Google Meet.

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

I was honestly a bit concerned about them picking up where the previous development firm left off in a timely fashion; I was pleasantly surprised that in just a few days of beginning work, they had already addressed some of the bug fixes.

I've been working with development and IT service providers for close to 30 years, and something I found extremely refreshing about working with Pell SW was the ease at which you could have a conversation. No overly formal BS or red tape got in the way. They were accessible as and when I needed them to be and proactive in giving me updates.

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

Nothing that I can think of at this moment, no.

BACKGROUND

Please describe your company and your position there.

I am the digital market manager at a packaging company.

OPPORTUNITY / CHALLENGE

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

I recently had an ecommerce site developed in Shopify only to be completely unsatisfied with the service that I received from the hired company. I had worked with Martin for a long time before moving to the new site and when I became aware of Pell Software, I knew i needed to bring them into work on any issues and new developments of our site.

SOLUTION

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

I worked with Martin for at least 8 years with a different company and when I was informed that he had started Pell Software, I was excited to be able to reach out and have him work with us again.

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

For this particular project I need them to come in and learn an entire site and it's programming in order for us to move away from the other company that I was entirely dissatisfied with. We had to have meetings with the other companies to be able to bring pell onboard. With the very low communication for the previous company, Pell Software jumped in and have been able to fix all of the issues we were having with the shopify programming.

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

I mainly work with two people at the company. The President / Software Engineer and another Software Engineer.

RESULTS & FEEDBACK

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

After brining in Pell Software we have been able to keep our site running with all of our orders being transferred into our in-house ordering system and tracking information being sent back. Also fixing any freight, discounts and ordering issues that we were having before.

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

I am mainly an email person and they adapted to my style. They are very responsive as I usually hear back that someone has read my email and a timing on when I should hear back with the solution within a couple hours depending on the time of day as we are on a different timezone.

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

Pell Software has extensive knowledge in e-commerce development. I have always been impressed with their quick turnaround and solution to every issue that has ever come up.

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

I cannot think of any. I am thankful to have found them. Keeps my mind at peace.

BACKGROUND

Please describe your company and your position there.

Transportation/driveaway service moving 10,000+ vehicles a week all over the country. I'm V.P. of operations.

OPPORTUNITY / CHALLENGE

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

We needed a made from scratch custom order entry system to help us track all vehicles being moved at our 45+ locations all over the United States. In conjunction we needed a mobile app to work with our order entry system for our drivers in the field. This system then feeds our revenue into QuickBooks for revenue and expense tracking.

The goal of this system is to ensure we do not miss any revenue and all vehicles are receieved by our clients timely and efficiently.

SOLUTION

How did you select Pell Software and what were the deciding factors?

We were referred to Pell Software. We spoke to several other companies and Pell Software seemed most willing to create a customized program Marty was the most open to listening to our needs to create what we wanted.

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

Our order entry system had to be customized to all our individual locations. They had to create multiple levels to account for different pricing structures across all our business units, different billing scenarios for our different clients, and get everything to sync over to QuickBooks appropriately. The system also has to work in conjunction with a mobile app Pell Software created.

The mobile app has to have the ability to see the order details, scan vins, document data about a vehicle, and keep up with driver pay details. We had a 3-4 month timeline for completion and due to unforeseen circumstances had to get project done sooner.

Marty and team made this a priority and were able to get us a working system with a weeks notice when they still had a month left on their timeline.

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

We had three primary people we worked with from Pell software. Marty, who is owner, Tiffany primarily works on the mobile app and specialty items, and Robert who helped us create reports and many of the items in the order entry system.

RESULTS & FEEDBACK

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

Pell software was able to get our system to us ahead of schedule. We are continuing to work with them to enhance and add additional features to the system. His team has been great to work with, flexible, professional, and dependable.

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

Project management has been great. Marty keeps everything on a project management board for all to refer back to. We have weekly calls to follow up on progress, issues, and new tasks. If we need to speak sooner about items Marty always makes time to jump on a googlemeet call to discuss.

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

We get to work with Marty's entire team to share ideas and work through issues. They've all been very helpful and insightful. We are creating a great program together that will help our business be a step above our competitors.

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

Marty and Pellsoftware have been great. I wouldn't change a thing.

BACKGROUND

Please describe your company and your position there.

I'm the CEO of a SaaS company serving the construction industry

OPPORTUNITY / CHALLENGE

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

We hired Pell Software to develop a custom software that would sync our platform with both QB Enterprise Desktop and Sage 100 contractor

SOLUTION

How did you select Pell Software and what were the deciding factors?

We selected Pell Software after interviewing their principal, Martin Pellicore, multiple times. On every one of those interviews Martin was incredibly professional, well versed in the subject matter, and ultimately his pricing and estimated project duration was very competitive.

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

Multiple discovery session of business use case and aligned them with sync feature needs, created a specific requirements doc for both sync applications, developed and they both work perfectly. For more details feel free to reach out to me.

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

At times we've had as many as three people from Pell Software working on our projects. Owner, senior engineers, full stack devs

RESULTS & FEEDBACK

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

The syncs are used by our clients across the entire United States and are the backbone of our ability to create a seamless operational experience for these clients.

Pell Software has created incredible applications that keep getting better based on our clients needs and requests. Fortunately we found a partner in Pell that is excited to work as fast as those new needs and requests arise!

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

They are incredibly thorough on creating the requirements documentation and delivering upon those requirements. My team receives weekly updates on progress and Pell has never missed a deadline.

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

Integrity, professionalism, ability to adapt to the changing needs of our clients and deliver exactly what is needed.

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

Nothing

BACKGROUND

Please describe your company and position.

I am the Founder & CEO of N2T2

Describe what your company does in a single sentence.

N2T2 is a workforce optimization platform that helps modern accounting firms align the right work with the right people at the right time.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Pell Software to accomplish?

• Advise on product roadmap

SOLUTION

How did you find Pell Software?

Online Search

Why did you select Pell Software over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Pell Software were assigned to this project?

1 Employee

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

Advise on the development of functional and non-functional requirements for proof of concept application. 

RESULTS & FEEDBACK

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

Completed technical documentation on time and on budget.

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

Excellent communication throughout with consistent updates and timely delivery.

What was your primary form of communication with Pell Software?

• Virtual Meeting
• Email or Messaging App

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

Their responsiveness and attention to detail. 

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

None that I can think of. 

BACKGROUND

Please describe your company and position.

I am the CEO of RapidPrint Drinkware

Describe what your company does in a single sentence.

Customized drinkware for any event or special occasion. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Pell Software to accomplish?

• Create a software that would streamline our production process.

SOLUTION

How did you find Pell Software?

Online Search

Why did you select Pell Software over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Pell Software were assigned to this project?

2-5 Employees

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

Software Development Specifications
1. Application Infrastructure & Launch
a. Configuration of the base web application used as the foundation for the image
generation system developed on the Microsoft .NET framework.
b. Configuration of the hosting environment, database schema, SSL certificate and domain
name on the Microsoft Azure cloud environment.
i. The hosting environment, including the server, database, domain name, SSL
certificates, etc. will be owned and paid for by the client. Pell Software estimates a
monthly cost of around $55 - $85 per month for all necessary hosting
environment resources.
ii. Pell Software will assist in procuring and maintaining these systems for the client
as necessary and on an ongoing basis.

c. Secure login for the RapidSip Drinkware staff, forgotten password reset and user
management to allow for new users to be added to the system.
d. The base web application will provide robust web-native features and will enable the
system to be expanded upon in the future to support additional product sizes and
automation workflows.
e. The design of the system will be branded to match RapidSipDrinkware’s brand colors and
include their logo.
2. Image Generation Routine
a. The Image Generation Routine functionality is the main workflow the system will support.
This functionality will enable users to import multiple images for orders in batches and
automatically generate a PDF output file to be printed for their orders.
b. These output files will be printed on a special paper that is used to customize shot
glasses for customers.
c. The workflow will begin by the user logging into the web application and clicking an
“Import Images” button in the left sidebar or on the dashboard/home page of the
application.
d. Image Import
i. Users will import a .zip file containing up to 50 images at a time.
ii. Images will be required to be in a .PNG format and named after their order
number, followed by an optional underscore and a number indicating the image
number for the given order, in order to support orders which contain multiple
images.
1. Example image file names: 15007_1.png, 15007_2.png, 15008.png
iii. Once imported, the user will be taken to the Image Configuration screen.
e. Image Configuration
i. Users will see a list of all images that were just uploaded in their .zip file in a
vertical list, with 1 image per row and the controls to configure that image next to
the image on the same row.
ii. Each original image will display on the left side of its row, with text controls in the
middle of the row, and the preview image on the right side of the row.
iii. In the middle of the row will be controls to allow the user to input text for the top

www.pellsoftware.com Pell Software, LLC Page 2

DocuSign Envelope ID: EB5E981D-E2BA-488B-A71D-71D216D561B8

of the image, text for the bottom of the image, as well as choose color and font for
the text (separate fonts/colors may be selected for the top and bottom text
respectively) from a predefined color drop down list of colors and fonts.
iv. As the user inputs text and chooses the color and font, the Preview image will be
automatically updated to display the text the user inputted in an arching pattern
around the top and/or bottom of the image and in the chosen color and font.
v. Additionally, the user can use arrow buttons to move the text and image around
slightly in the Preview image in case they need to adjust the placement.
vi. Additionally, the user may input a quantity for the Image. The quantity box will
default to “1” but can be changed to accommodate orders that require multiple of
the same image to be printed.

f. Image Export
i. Once the user is finished configuring each of their images, they will click an Export
PDF button at the bottom of the page.
ii. This will cause the system to generate 1 or many PDF files in a predefined size,
containing the images exactly as they have been configured in the previous step.
iii. The system will size each image to be 1.5” tall and place it on the PDF in a grid
layout to maximize the amount of orders that can display on a single printed sheet.
iv. The system will also output the order number (image name) above each output
image so the RapidSipDrinkware staff member knows which order the image goes
with after it’s printed.
g. Future Considerations
i. Once exported, the images will not be saved with the system. However, this may
be added in a future phase of development.
ii. Additionally, the system will be modified in the future to allow for production of
different sized output images for pint glasses, wine glasses, and more.

3. System Testing, Implementation & Documentation
a. Pell Software will perform full system testing to ensure end-to-end performance in line
with requirements and industry standards.
b. Client acceptance testing including an allotment of time for anticipated adjustments,
tweaks and changes prior to launch.
c. Technical documentation and specifications outlining the overall system architecture,
dependencies and workflows will be produced in order to allow the Client to maintain and
support the system for the foreseeable future.
d. Post-launch support and allotment of time for anticipated adjustments, questions and
maintenance following the launch of the system.

RESULTS & FEEDBACK

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

The measurable outcomes from the project with Pell Software include:

Increased Production Speed: The software optimized our production workflow, resulting in a 30% faster turnaround time for completing tasks, allowing us to meet deadlines more efficiently.
Improved Accuracy: By automating key processes, the software reduced errors in our production flow by 20%, minimizing the need for rework.
Enhanced Team Productivity: The intuitive design and streamlined processes led to a 25% improvement in overall team productivity, as employees could focus on higher-value tasks instead of manual, repetitive ones.
Cost Savings: The efficiencies gained from the software have saved us approximately $X per month in operational costs, further increasing our ROI from this investment.
Customer Satisfaction: Faster and more reliable delivery times have led to a 15% increase in positive customer feedback, strengthening our reputation in the market.

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

Pell Software's project management was exceptional from start to finish. They maintained a clear and organized timeline, ensuring every milestone was met on or ahead of schedule. Communication was a key strength throughout the process—Brandon provided regular updates, keeping us informed and confident in the project's progress.

When it came to responding to our needs, the team was highly proactive and attentive. Brandon, our software engineer, quickly addressed any questions or adjustments we requested, often offering insightful suggestions to improve the final product. Whether it was a last-minute tweak or a new feature request, they handled everything with professionalism and efficiency.

Overall, their ability to deliver items on time while adapting seamlessly to our needs made the entire experience smooth and stress-free.

What was your primary form of communication with Pell Software?

• Virtual Meeting
• Email or Messaging App

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

What stood out most about Pell Software was their ability to tailor a solution specifically to our needs while maintaining an unparalleled level of responsiveness and professionalism. Their commitment to understanding our business processes in-depth before developing the software was impressive and showed they truly cared about delivering value.

Another unique aspect was their collaborative approach. Brandon and Martin ensured we were involved at every step, fostering a sense of partnership rather than just a client-vendor relationship. The custom features they implemented were innovative and designed with our long-term growth in mind, setting them apart from other companies offering one-size-fits-all solutions.

Their combination of technical expertise, customer-centric focus, and dedication to results is what makes Pell Software a standout company.

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

N/A.

BACKGROUND

Please describe your company and position.

I am the Head of Operations of Ultimate International Inc

Describe what your company does in a single sentence.

Distribution of Pharmaceuticals & Nutraceuticals

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Pell Software to accomplish?

• Replace existing POS with Custom one
• Secure Accounts Receivable Module
• Plug into Sage300

SOLUTION

How did you find Pell Software?

Online Search

Why did you select Pell Software over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from Pell Software were assigned to this project?

2-5 Employees

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

Created a custome Point of sale system that integrates with SAGE 300 ERP:

• salesmen access from phone to create orders
• Customize process to fit companys structure
• secure Account Recievable system
• Easy to use and upload documents too. 

RESULTS & FEEDBACK

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

• Delievered on time. 
• Usable by our staff.
• No errors when plugging into SAGE 300 ERP.
• All modules working.

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

• They responded via Confluence, email and virtual meetings. 
• The project was managed well with clear directives and no additional costs.
• The response time is best i have seen from a developer company.

What was your primary form of communication with Pell Software?

• Virtual Meeting
• Email or Messaging App

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

Pell Software's flexibility and transparency were impressive—no hidden fees or lies, just honest work.

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

NONE