Savvycom

BACKGROUND

Please describe your company and position.

I am the Co-Founder & CEO of Pebble Finance

Describe what your company does in a single sentence.

Pebble Finance is a financial technology company that uses artificial intelligence and real-time data to generate clear, actionable insights and narrative explanations about investment portfolios and market performance for financial professionals and investors. 

OPPORTUNITY / CHALLENGE

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

• As a FinTech company focused on direct indexing and personalized investment strategies, our goal was to bridge the gap between real-world market events and individual portfolios. We hired Savvycom to develop a custom AI engine capable of processing massive datasets to provide our users with real-time, automated insights into their investment performance.

SOLUTION

How did you find Savvycom?

• Online Search
• Clutch Site

Why did you select Savvycom over others?

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

How many teammates from Savvycom were assigned to this project?

2-5 Employees

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

The scope involved building a scalable AI platform integrating Natural Language Processing (NLP) and Predictive Analytics. Key deliverables included:

A Narrative Engine that translates complex portfolio data into plain-language insights.
A Knowledge Graph connecting global news events to specific asset relationships.
API Integration for our "Pebble Explain" product to ensure seamless data flow between their AI models and our web application.

RESULTS & FEEDBACK

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

The results were immediate: we saw a 40% reduction in manual data analysis time and a significant increase in user engagement. Our platform can now process and explain portfolio shifts in seconds, a task that previously took hours of manual research.

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

Savvycom’s project management was top-tier. They utilized an Agile framework that kept us updated weekly. They were highly responsive, often adjusting the AI model parameters overnight to meet our shifting regulatory requirements without missing a single milestone deadline.

What was your primary form of communication with Savvycom?

• Virtual Meeting
• Email or Messaging App

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

Their deep technical expertise in generative AI for finance is what sets them apart. They didn’t just build a tool; they understood the nuances of financial data accuracy and built a "Quality Assurance" layer that fact-checks AI outputs against original market sources.

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

Nothing.

BACKGROUND

Please describe your company and position.

I am the Founder & President of Prisonology

Describe what your company does in a single sentence.

Prisonology is an expert network firm of retired Federal Bureau of Prisons professionals providing in-court testimony, declarations, and consulting services for as part of sentencing mitigation strategies. 

OPPORTUNITY / CHALLENGE

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

• We hired Savvycom to integrate advanced AI capabilities into our platform to help analyze complex sentencing data and automate the matching process between legal cases and the most relevant retired BOP experts in our network.

SOLUTION

How did you find Savvycom?

• Online Search
• Clutch Site

Why did you select Savvycom over others?

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

How many teammates from Savvycom were assigned to this project?

2-5 Employees

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

Savvycom developed a custom AI-driven analysis tool and a secure client portal. Key deliverables included an automated document parsing engine for legal records, an AI recommendation system to pair defendants with specific experts, and a secure dashboard for law firms to track mitigation progress. They also ensured the system met high data security standards required for sensitive legal information.

RESULTS & FEEDBACK

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

The AI integration reduced our expert-matching time by nearly 40% and significantly improved the accuracy of our data-driven declarations. Our partner law firms have reported a more seamless experience, and we’ve seen a 25% increase in efficiency regarding case review turnaround.

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

Savvycom was incredibly disciplined. They adhered to every sprint deadline and used a very transparent project management style. Whenever we needed to pivot based on specific legal compliance requirements, they responded immediately and adjusted the development logic without delaying the launch.

What was your primary form of communication with Savvycom?

• Virtual Meeting
• Email or Messaging App

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

Their technical depth, combined with a genuine interest in our mission, made them feel like a true partner rather than just a vendor.

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

No, the project was handled exceptionally well. They managed our expectations perfectly and delivered a high-quality AI solution that has modernized how we serve our clients.

BACKGROUND

Please describe your company and position.

I am the Information Management Analyst of Coast Mental Health

Describe what your company does in a single sentence.

A Vancouver based non-profit, we know that people living with mental challenges can thrive in our communities if they are given the right resources: housing, support services and employment and education opportunities.

OPPORTUNITY / CHALLENGE

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

• Intro to PowerBI and First Dashboard
• Learn to merge multiple sources

SOLUTION

How did you find Savvycom?

• Online Search
• Clutch Site

Why did you select Savvycom over others?

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

How many teammates from Savvycom were assigned to this project?

1 Employee

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

Our company is moving to PowerBI for analytics and dashboards. We needed some custom training on specific tasks needed to get up to speed quickly. We wanted to learn a few basics and some more advanced concepts to get staff the skills needed to start moving existing systems into PowerBI.

RESULTS & FEEDBACK

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

Was able to quickly put together first dashboard, and have subsequently moved over several others with skills I have learned.

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

Savvycom was very flexible and was able to put together training that fit my schedule and allowed time between sessions to build on learned knowledge.

What was your primary form of communication with Savvycom?

• Virtual Meeting
• Email or Messaging App

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

I was very pleased with how quickly they were able to take me from the basics to more advanced topics. They were able to build on initial skills in way that helped me feel more confident and able to deal with much more than expected in just a few sessions.

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

No.

BACKGROUND

Please describe your company and position.

I am the CEO/Partner of Dr. Johnny's

Describe what your company does in a single sentence.

We make products that make people feel good.

OPPORTUNITY / CHALLENGE

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

• Connect multiple systems
• Deduplicate data
• Build analytics

SOLUTION

How did you find Savvycom?

Referral

Why did you select Savvycom over others?

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

How many teammates from Savvycom were assigned to this project?

2-5 Employees

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

We built a POWER BI system to intigrate multiple systems. This let us view our sales data as well as inventory, COGS and overall KPI's for logistics. We also built a direct mail platform. 

RESULTS & FEEDBACK

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

Usability and multi system analytics and the ability to rely on the data as correct. These were all accomplished very well by Savvycom's team. 

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

I can't say enough about Savvycom team. I have personally referred them to about 6-7 friends of mine, cause they’ve done the work they said they would, on time and on budget. I was very happy.

What was your primary form of communication with Savvycom?

• Virtual Meeting
• Email or Messaging App

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

I found that Savvycom did a great job of combining technical skills with the analytical sense of the "WHY". For our project, we needed both techincal skills as well as someone to look at this from another lens to see that the platform would accomplish what we were attempting to do. This is a big strenght of this team.

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

I don't have anything negative to say about Savvycom. They did a great job for us. 

BACKGROUND

Please describe your company and position.

I am the Director of IT of Capital Good Fund

Describe what your company does in a single sentence.

We are a nonprofit that focuses on microfinance, green lending, and financial coaching. Our target market is the underbanked and underserved.

OPPORTUNITY / CHALLENGE

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

• We hired Savvycom because we wanted to build a new website.

SOLUTION

How did you find Savvycom?

Referral

Why did you select Savvycom over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Savvycom were assigned to this project?

2-5 Employees

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

Savvycom built our website from scratch, and they handled everything from the discovery phase and design to the development process. During the design phase, designers worked alongside the coders to come up with ideas for the website. They used Figma for designs. Salesforce developers were involved because we wanted to integrate the website into our Salesforce instance. The team used WordPress to build the site because our communications team wanted something they could easily manage without seeking assistance from the IT team. Moreover, we asked Savvycom to build a client portal where clients could sign up, fill out an application, and keep track of their information. If a client had a loan with us, they should be able to do some self-service tasks for their loan, such as rescheduling payments. Savvycom used AWS to build this feature and incorporated Google API for addresses. In other words, this was a custom portal. At present, we’re still working with Savvycom. We’re in the final phases of testing for the portal. Once we’ve finished the user acceptance testing, we’ll implement a few fixes. Then, the project will be completed. 

RESULTS & FEEDBACK

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

We’ve seen an increase in website traffic and received positive feedback from our clients. The website is now easier to use and nicer than our previous one. Overall, Savvycom has done a fantastic job, we love the frontend of the website, and the portal is working as expected. The team has taken our jumbled idea and turned it into something that works, and we’re happy about that.

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

Their project management is good. Our budget has become slightly larger but only because we’ve had a few change orders. The team has generally met deadlines; the only time we miss a deadline is when somebody in our team switches things around.
Mansoor is attentive, and we’ve had a great experience working with him. Even when we have miscommunications, he remains patient and responsive. He always has a plan and allows questions, if there’s a misunderstanding between us, he admits it and takes care of the matter as soon as possible.
To communicate, we have a Zoom meeting every week. We schedule another meeting occasionally depending on the project’s status. We’ve also used Jira, emails, and Mattermost.

What was your primary form of communication with Savvycom?

• Virtual Meeting
• Email or Messaging App

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

Savvycom's upper management is willing to go out of their way to meet clients and involve themselves in the project to ensure everything’s going well. This truly stands out because it’s not often that a CEO meets their clients to quell their fears and answer their questions. To me, that’s cool and impressive, and it’s one of the reasons we’ve chosen them in the first place.

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

When the project manager is unavailable, having someone as a backup to answer questions would be good. To be fair, this isn’t a major issue.

BACKGROUND

Please describe your company and position.

I am the AR Specialist of Faden Builders Inc

Describe what your company does in a single sentence.

We provide custom software solutions that help construction companies streamline operations, manage projects efficiently, and improve overall productivity.

OPPORTUNITY / CHALLENGE

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

• Our goal was to better manage projects, track costs, and improve communication across teams.

SOLUTION

How did you find Savvycom?

Referral

Why did you select Savvycom over others?

• Pricing fit our budget
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Savvycom were assigned to this project?

2-5 Employees

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

The team developed a custom software solution tailored to our construction operations. This included project management tools, budgeting features, reporting dashboards, and a centralized system for document handling.

RESULTS & FEEDBACK

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

We saw clear improvements in project tracking and reporting accuracy. Task completion time reduced, and our team communication became more organized. Overall efficiency improved across multiple departments.

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

They managed the project well and delivered key items on time. Communication was consistent, and they were quick to respond whenever we had questions or needed changes.

What was your primary form of communication with Savvycom?

• Virtual Meeting
• Email or Messaging App

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

Their ability to understand the construction industry and turn our needs into a simple, working system stands out. They kept things practical and easy to use.

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

At times, faster turnaround on minor updates would have been helpful, but overall the experience was very positive.

BACKGROUND

Please describe your company and your position there.

I am the CEO/Founder of Morpheus Labs A low code Development platform for Blockchain/Web3 "Simplify Web3 Application Development" ~ A fast and seamless way to build your web3 application with tools and customizable solutions

OPPORTUNITY / CHALLENGE

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

we worked on joint developing a mobile application to a customer

SOLUTION

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

professionalism and quality of work including the services

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

Mobile application development, consultancy, and project management

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

Full stack developers and FE/BE engineer

RESULTS & FEEDBACK

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

On-time delivery and good quality

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

clear, and well managed project management and communication

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

I was impressed with their quality and professionalism.

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

Nil