SeeSaw Labs

BACKGROUND

Introduce your business and what you do there.

I’m an executive at CS Disco, a legal company. We provide AI-powered litigation technology and services to help law firms and corporations streamline data collection, fact investigation, and document review for major legal cases.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SeeSaw Labs to accomplish for CS Disco?

We needed help structuring and leading a five-day design workshop for the next evolution of our product suite.

SOLUTION

What was the scope of their involvement?

SeeSaw Labs delivered a four-week strategic design sprint engagement. Week one consisted of internal discovery, consulting, and synthesizing our existing research, business context, and product thinking to establish a shared foundation.

Week two was a five-day facilitated leadership design sprint with a cross-functional senior team, including exercises in empathy mapping, jobs to be done, ideation, storyboarding, competitive reframing, and strategic concept development.

Week three focused on prototype development and user research, translating the aligned strategic direction into interactive design artifacts and conducting qualitative feedback sessions with real domain practitioners.

Week four synthesized all research and feedback into a complete board presentation package, including strategic positioning documents, a competitive landscape analysis, a pitch narrative, a facilitated demo script, a hype video script, and a polished interactive prototype. SeeSaw Labs served in both a facilitation and strategic advisory capacity throughout the engagement.

How did you come to work with SeeSaw Labs?

We found them through an online search. We chose them over other options because they had high ratings, were close to our geographic location, had pricing that fit our budget, and had a great culture fit.

What is the status of this engagement?

We worked together from April–July 2026.

RESULTS & FEEDBACK

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

SeeSaw Labs helped us achieve strategic directional alignment from a cross-functional product and engineering organization. They also delivered board materials that supported our new product vision and a prototype to demonstrate to customers and prospects. Additionally, they provided persona-based educational materials and qualitative user research conducted with target domain experts, producing validated insights that directly shaped the product direction and prototype design.

Moreover, our leadership team achieved full alignment on a single strategic direction within the five-day intensive workshop, eliminating prior divergence across multiple competing product concepts. We also completed a board-ready presentation package on schedule, including strategic positioning, competitive framing, pitch narrative, demo script, and interactive prototype.

Overall, we moved from a broad undefined concept to a named, positioned, and testable product with a defined V1 scope within the four-week engagement. The design sprint allowed us to set the strategic direction and vision in five days, whereas we had struggled to seek alignment over the course of multiple workshops in four months.

Moreover, the board said that the presentation we presented was one of the best they had ever seen.

How did SeeSaw Labs perform from a project management standpoint?

They delivered on time. We communicated in person, virtually, and through email.

What did you find most impressive about them?

They had a great team with a lot of energy. They took feedback well but also held firm when they had a better approach.

Are there any areas they could improve?

There was nothing they could have done better.

BACKGROUND

Please describe your company and position.

I am the Former Sr. Product Manager of Kasasa

Describe what your company does in a single sentence.

Fintech Service Provider for Communnity Banks and Credit Unions

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SeeSaw Labs to accomplish?

• Increase Sales Team Confidence On Products
• Display Product Benefits With Real-Time Demo

SOLUTION

How did you find SeeSaw Labs?

Referral

Why did you select SeeSaw Labs over others?

• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from SeeSaw Labs were assigned to this project?

2-5 Employees

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

We had asked SeeSaw to provide a sales landing page along with a usable demo for all our products we offer clients.  The sales site was built to support a single "source of truth" for our products and provide a more outward facing showcase of our products than our company home page.  The demo was a representation of the user experience so our clients could see and interact with how their account holders can use our products. 

RESULTS & FEEDBACK

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

All milestones met on time for deliverables from the SeeSaw team

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

The team was very responsive and met deadlines on time, if not a little early.  They were very clear about what items are needed to continue moving the project forward.

What was your primary form of communication with SeeSaw Labs?

Virtual Meeting

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

Sitting down with the team virtually, they took the time to hear our current sales pitch and our current sales struggles to help craft a demo experience.  We knew what we were looking for and they were able to riff and add items that enhanced the overall experience.

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

I'd recommend that during the discovery phase, to pause and listen sometimes on specific requirements.  We had a few times that we had to push back on items the team wanted to build to keep them focused on specific use cases we were looking for. 

BACKGROUND

Please describe your company and position.

I am the Solutions Architect of a healthcare company 

Describe what your company does in a single sentence.

A web apllication that creates and manages medication delivery orders in a courier service's dispatch platform with data from a pharmacy management system.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SeeSaw Labs to accomplish?

• Reduce delivery errors by automatically populating address information from one system to another.
• Streamline courier data entry process.
• Increase efficiency by being able to quickly find information about medication delivery orders.

SOLUTION

How did you find SeeSaw Labs?

Online Search

Why did you select SeeSaw Labs over others?

• Close to my geographic location
• Great culture fit

How many teammates from SeeSaw Labs were assigned to this project?

2-5 Employees

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

• Web based front end to be deployed on an on premises server only accessible from within the network
• SSO MFA EntraID SAML authentication
• Scan a barcode to make an database call to ingest client delivery information
• Ability to default to a set of configurable delivery pickup slots based on location and current date/time
• Ability to designate an order as a hotshot delivery
• Ability to enter delivery comments
• Ability to mark an order as Signature Required
• Print a packing lablel that could be signed by the courier company's system for pickup verification
• Display proof of delivery images from the courier company's system in the application 
• Display the current status of an order
• Have a background job that polls for order status changes

RESULTS & FEEDBACK

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

SeeSaw Labs provided accurate estimates and deliverables were completed on time. Their developers partnered with us and made insightful suggestions. They took the time to really understand the problems we were trying to solve and the different systems their software would have to integrate with.

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

We had bi-weekly project meetings and weekly meetings towards project go-live. The meetings were productive and email exchanges outside of the meetings were effective.

We were also able to have a smalle handful of adhoc meetings when the project required them.

What was your primary form of communication with SeeSaw Labs?

• Virtual Meeting
• Email or Messaging App

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

I was impressed with See Saw Labs ability to understand the problems we were trying to solve and work with us on crafting a solution. The developers and project managers were professional in all aspects of the project.

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

I do not have much constructive feedback for SeeSaw Labs. 

We do not have a ticketing system ourselves so keeping track of the issues and next steps could have been better than the spreadsheets and screenshots approach we took, but that is a two way street.

BACKGROUND

Please describe your company and position.

I am the Executive of Greenfinch, Inc.

Describe what your company does in a single sentence.

Healthcare Company

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SeeSaw Labs to accomplish?

• Information Hierarchy Diagram: initial structure of the platform, organizing its content in a logical manner to support user navigation and task completion
• User Task Flow Diagrams: break down the step-by-step process users will follow to complete each predefined task, ensuring clear and efficient navigation
• Wireframes: visually represent the User Task Flow Diagrams on the platform’s interface, providing a blueprint for how the platform will support the identified tasks
• Prototypes: A clickable progression through sets of wireframe screens, enabling interactive visualization of the user workflows

SOLUTION

How did you find SeeSaw Labs?

• Referral
• Clutch Site

Why did you select SeeSaw Labs over others?

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

How many teammates from SeeSaw Labs were assigned to this project?

2-5 Employees

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

The team was responsible for information architecture, user prioritization, task identification, wireframe design, and creating a clickable prototype. They also conducted two feedback sessions and iterated the designs based on our input.

RESULTS & FEEDBACK

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

The project achieved several measurable outcomes that demonstrate significant progress and success. A user-centric platform design was developed by identifying and prioritizing key user types and their essential tasks, ensuring the design focused on high-impact workflows. The delivery of a detailed Information Hierarchy Diagram organized platform content logically, laying a strong foundation for a user-friendly experience. User Task Flow Diagrams were created for these key workflows, providing clear step-by-step processes that streamlined navigation and task completion.

A clickable prototype designed in Figma showcased the workflows, enabling stakeholders to visualize and interact with the proposed platform functionalities. Through two rounds of feedback sessions, iterative improvements were made to align the final design with stakeholder expectations. All deliverables were completed on time, demonstrating effective project management and commitment to the outlined schedule.

The prototype and accompanying screen recording provided a clear guide for stakeholders, enhancing their confidence and enabling them to present the concept to both internal and external audiences effectively. Additionally, the project was delivered within budget, achieving cost efficiency without compromising quality. The final recommendations for next steps positioned the client for seamless progression into the development phase, ensuring long-term value and success.

Their work provided a seamless foundation for the next phase, showcasing their expertise and commitment to excellence. Their ability to combine exceptional service with cost efficiency made the investment highly worthwhile.

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

The project management demonstrated by the team was highly effective and well-structured. They adhered to the agreed-upon timeline, delivering each milestone on or before the scheduled date. From the kickoff session to the final prototype delivery, the team showcased a clear understanding of priorities and managed the workflow efficiently. Their organization and proactive communication ensured that all tasks and deliverables were aligned with the project’s goals.

The team was highly responsive to our needs, conducting two feedback sessions where they listened carefully to our input and provided thoughtful adjustments to the designs. They were flexible in addressing additional clarifications and ensured that the final deliverables reflected our vision and expectations. Their ability to incorporate feedback while maintaining momentum on the project demonstrated excellent adaptability and a client-focused approach. Overall, their project management style contributed significantly to the project’s success.

Their efficient project management and clear communication ensured a smooth workflow and timely completion of all deliverables.

What was your primary form of communication with SeeSaw Labs?

Virtual Meeting

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

What stood out most about the company was their exceptional ability to translate complex requirements into intuitive, user-friendly designs. Their meticulous attention to detail and commitment to understanding our specific needs resulted in a prototype that not only met but exceeded our expectations. This level of dedication and precision is a rare and invaluable quality in the industry.

Their professionalism, clear communication, and dedication to delivering exceptional results made the process seamless and enjoyable.

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

Nope, they're fantastic! SeeSaw Labs exceeded all expectations, delivering an outstanding experience from start to finish. Their ability to understand our vision and translate it into an intuitive, user-friendly prototype was nothing short of exceptional. The team demonstrated unparalleled professionalism, meeting every deadline with precision and maintaining clear, proactive communication throughout the project. Their expertise and commitment to excellence were evident in every detail, from the initial kickoff session to the final deliverables.

What truly set them apart was their ability to anticipate our needs and provide solutions that went beyond our initial requirements, showcasing their dedication to creating value for their clients. The result was a polished, innovative prototype that not only met but exceeded our goals. Working with SeeSaw Labs was a seamless and rewarding experience, and their exceptional performance left us completely satisfied with the outcome.

I would highly recommend SeeSaw Labs without hesitation. Their exceptional quality of work, professionalism, and ability to consistently deliver on time make them a standout choice for any project.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of a medical company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SeeSaw Labs?

We hired them to act as our product team.

SOLUTION

What was the scope of their involvement?

The output was supposed to be mockups for our product — the initial designs we could use to present to our customers and identify our initial specifications.

The process of product mapping and developing was from scratch, starting with creating personas for the users who may interact with the system. We built a journey map for them. First, SeeSaw helped us we use Equip to define the amount of personas we had and what our success criteria was. In Equip, there’s a text editor that’s easy to share among team members, so we put visualizations inside to create a strong plan. We agreed on our initial personas and then further defined them.

The platform Miro helped us establish and keep touchpoints. It’s easy to share visual objects on there; it’s like a whiteboard that can be shared among everyone. You can make sticky notes and utilize organized shapes and templates for user journeys, customer empathy maps, etc. This process took multiple meetings.

We were new to using Figma, but SeeSaw guided use through leveraging it to produce a presentable mockup that reflected the correct experience to our customer. It’s a clickable experience that acts as a low-fidelity app.  

What is the team composition?

We’ve always engaged with Ivan (CTO) and Jeff (CEO), though they have more team members and designers in the background.

How did you come to work with SeeSaw Labs?

They were a recommendation from another company that was consulting for us and were good fit for us; they knew what they were doing. Able to act as a product team in addition to a development team, I searched for their reviews and read about them on Clutch. They’d worked with other medical companies and had received positive evaluations, and their designs looked fantastic. They checked all our boxes.

How much have you invested with them?

We’ve spent around $30,000 with them.

What is the status of this engagement?

We’ve been working together since January 2022. They’ve completed the first phase of prototyping and are now going to provide full production.

RESULTS & FEEDBACK

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

What best shows our success is the prototype. We had a limited amount of time to generate it, and SeeSaw was able to accomplish it. Their technical work has been fantastic – both the quality of design and the quality of the experience, especially in this short amount of time.

They’ve exceeded our expectations a little bit. We were able to show our customers that we were working according to plan.

How did SeeSaw Labs perform from a project management standpoint?

They’ve been fantastic. I would give them 9.5 out of 10. We communicate over Microsoft Teams; we use it internally and offered it to SeeSaw.

They’re very respectful of our time. We haven’t cancelled or delayed any meetings to this point. If there’s a hiccup, they notify us quickly and appraise us of their mitigation strategy. There haven’t been any surprises, which is excellent given our short timeframe.

What did you find most impressive about them?

Their process stands out. We don’t have an internal product team, and SeeSaw has been able to think and innovate for something that started as imaginary. Their ability to put this imagination into a process and put out a reality that can be touched has been amazing.

Their process is very clear, and they continue to implement it as it’s updated. It allows us to reach our goals as we describe them. Rather than taking orders, they suggest the best options from their perspective to ensure that the output adds value. Other companies do what we want and then come back and say it didn’t work. SeeSaw gives us advice that we choose to accept or set aside.

Are there any areas they could improve?

I’m fairly experienced in the technical field with 10 years of expertise, and their process was very clear to me. This may not be the case for someone who’s less experienced, however. It could be seen as complicated or confusing. They might be able to do better in showing non-technical partners why the work is progressing in the order it is. Those types of customers would need a full overview of how the process would go

Do you have any advice for potential customers?

Be clear about your vision and what you’re imagining so you don’t waste time trying to define this with them. This will get you the best product in the shortest amount of time. One of their biggest points is that they think with their clients. They will take time to clear up your idea, but if you come to them with this clarity first, you’ll be able to finish in a short amount of time.

BACKGROUND

Introduce your business and what you do there.

We're a private equity-backed healthcare company providing prescription drug insurance specifically for hospices. We're based in Dallas, Texas, but we have our corporate headquarters in Raleigh, North Carolina.

I'm the president of the hospice business line associated with our parent company. In addition to the prescription drug services, we also provide a number of clinical advisory services to hospices. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SeeSaw Labs?

We're behind the ball when it comes to technology as compared to the rest of the market and competitors in our space. Moreover, our IT team doesn't do product development effectively. In the past, we’ve had a lot of product development projects for the other business lines, but they were pretty high-cost, low-value projects. 

On top of that, our developers receive vague requirements since our products aren't well-defined. We then end up with products that aren’t what they’re supposed to be. As a result, I wanted to bring someone in who understands how to define a product properly and help us avoid bleeding money through development. The products we'll develop should also function in a market-leading way. 

SOLUTION

What was the scope of their involvement?

We've engaged SeeSaw Labs for product definition tasks and software development. We want to avoid major cost-related problems and have a much more polished process.

SeeSaw Labs scopes out everything we want to build in great detail so it can readily be handed off to our development team, which will then have everything they need to execute the product development process. We also need SeeSaw Labs to create a prescribed workflow to change the way we think about our needs, allowing us to focus on our higher-order problems. 

Our company also wants to create a better mobile environment for our customers. We have a call center that facilitates some of our functions, including our prior authorization management. Given that, SeeSaw Labs is creating a system to automate calls and enable secure communication between businesses and customers. 

In terms of software development, we’re creating a web app to replace much of our system. They’re also building functional prototypes for us. In the healthcare space, people face many challenges in terms of what they can download, especially when the device is a company-provided phone or computer. As a result, we’re keeping things as web-based as we can.

For tools and platforms, our company already exists in the Microsoft Azure Cloud. SeeSaw Labs have greater experience in the AWS cloud environment, but they have the resources for Azure.

What is the team composition?

One of their co-founders is my primary contact, but I mainly interact with the person who’s running the product design task. Then, there are people working on other tasks such as UI/UX design. 

How did you come to work with SeeSaw Labs?

My brother, who has a social robotics company, recommended SeeSaw Labs to me. He needed outsourced development support, and he wasn’t satisfied with the vendors he initially engaged with. Then, he found SeeSaw Labs, and he was happy with their development services. 

How much have you invested with them?

So far, we’ve spent around $150,000 on their services. 

We’ll start developing the project that they’ve scoped out, which will cost around $100,000. I’m expecting to pay another $150,000 or so for them to scope out other software development projects and do all actual development tasks. Overall, I anticipate spending anywhere from $250,000–$500,000 this year. 

What is the status of this engagement?

We started working together in November 2020, and the engagement is ongoing. 

RESULTS & FEEDBACK

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

SeeSaw Labs’ work exceeded all of my expectations. They’ve helped us think differently about what it means to define a product, to know what problems to solve, and to understand what a customer needs. When we get into actual development, the success metrics will be around time and budget. In terms of general project evaluation, SeeSaw Labs hit all of their milestones and deliverables on time and with high quality — that in and of itself is great. 

The inordinate amount of documentation they provide has also been valuable to me. It covers everything that they’re doing, including their recommendations and the reasons behind them. Further, their wireframes and prototypes have helped us get useful user feedback. We can interact with the product before the actual build, which will help us save a lot of money in actual development. 

How did SeeSaw Labs perform from a project management standpoint?

SeeSaw Labs is top-notch on all fronts in terms of general client relations and project management. They’ve been extremely available to me. When I have questions, I can have a conversation with anyone about anything. I also expected to do a lot more work than what I’m doing now, but they’ve been owning the project.

What did you find most impressive about them?

They’re exceptionally talented at product conceptualization as well as UI/UX design. They go above and beyond to understand exactly how the product is going to be used.

SeeSaw Labs has also been extremely ethical. Other vendors simply let the business run up enormous bills with little intervention, and none of them tells the client the best thing to do in terms of not wasting money.

Meanwhile, SeeSaw Labs has cautioned us at every turn from things that may result in unnecessary expense — even if that expense will be paid to them. I trust that they won’t do anything that would impact our business negatively because their process drives their recommendations.

Are there any areas they could improve?

I believe SeeSaw Labs is tied to their process because it’s the best for them. They hesitate to waver from such a process since it ultimately produces better results. However, being flexible to the environment that they’re in could help them improve. 

Do you have any advice for potential customers?

If you want to bring them in only to tell them exactly how things will be done, SeeSaw Labs may not be a good fit for you. However, if you want them to come in as experts, they’ll be a phenomenal asset. They’ll take the project, run with it, and you’ll get something great. 

BACKGROUND

Introduce your business and what you do there. 

I'm the COO of a telecommunications company. I deal with vendor contracting.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SeeSaw Labs?

We're a small company and we sell a lot of our services via our website. The site was developed about 10 years ago. It was showing its age and not doing everything we needed it to do. The original developers are no longer with the company, so we needed a firm to support and improve the existing infrastructure. 

SOLUTION

What was the scope of their involvement? 

SeeSaw Labs handles development and infrastructure work, such as improving the way that the existing site infrastructure performs. They did a comprehensive evaluation of what the previous developers had built. The site was built in Yii, which is a PHP framework. It was a functioning website, but they were able to improve the efficiency of the code. SeeSaw Labs makes improvements to the existing infrastructure that increase reliability and reduce downtime.  

What is the team composition? 

Jeff (Partner, SeeSaw Labs) acts as a project manager. We coordinate long-term projects with him. He’ll provide a quote for any significant changes, improvements, or developments that need to be done. We’ll work directly with him to figure out what they’re going to do and what the timeline will be. He has a team of developers that work with him. We often communicate directly with them after we got to know each other and had established a good working relationship. 

How did you come to work with SeeSaw Labs? 

I don't remember exactly how we found them. A primary factor was that they had extensive experience with Yii, which not many companies do. Once we contacted them and had some conversations about our needs, they seemed competent and easy to work with. We felt secure investing our time and resources with them. 

How much have you invested with them?

In total, we’ve spent about $210,000.

What is the status of this engagement? 

Our relationship began in March 2014 and it’s ongoing. We have a monthly support contract.

RESULTS & FEEDBACK

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

Before we brought on SeeSaw Labs, it was a fairly regular thing for site downtime to cause emergencies. Functionality would stop working for our clients and customers. We’d have to scramble to contact the old developers and figure out what had gone wrong. There’s been a significant reduction in those panic situations thanks to the improvements that they've made to various facets of the website. 

How did SeeSaw Labs perform from a project management standpoint?

SeeSaw Labs is good at meeting deadlines for any project. We communicate regularly over Slack and email. We can also call them directly when needed. 

What did you find most impressive about them? 

I've worked with other development shops or consultants where I felt as if there wasn’t a genuine relationship. They didn't understand our business. Even though SeeSaw Labs had no experience in our specific niche, Jeff was able to intimately learn the rhythms and needs of our particular business. He understands what we’re trying to accomplish, how our services work, and what our clients use. Working with SeeSaw Labs is like having a partner rather than just a hired gun. 

Are there any areas they could improve? 

No, nothing worth noting.  

Do you have any advice for potential customers? 

Communication is key. Let them get to know your business. Spend time on the front end to explain what’s different about your business, your business cycle, and your customers. That helps them so that they're not just going in to fix little pieces without understanding the whole. It makes for a much better channel of communication.

BACKGROUND

Introduce your business and what you do there.

I’m the director of digital ad operations at a smart city company. Partnering with LinkNYC, Chicago CTA, and New Jersey Transit, we have displays in many cities. Our primary business involves us working with transit authorities to provide them with superior marketing tools and signage. We focus heavily on out of home advertising. I manage a team that collaborates with our clients and sales personnel to optimize advertising.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SeeSaw Labs?

We engage with SeeSaw Labs to build out our more technically-driven display projects that require engineering expertise.

SOLUTION

What was the scope of their involvement?

In the past, we’ve screened some pretty simple images and videos, but there are also more complex executions we are expected to handle. We call them dynamic campaigns. In these cases,  there is a data source connected to the visual that influences what is shown on the screen. For example, we might show a countdown or sports scores that update in realtime. SeeSaw Labs builds these data capabilities using HTML5.

We work on quick timelines for many external clients, so it’s imperative that engineers are actively building and testing the displays before passing them off to my team for launch.

What is the team composition?

It’s scaled up and down based on need, but I primarily work with Jeff (CEO, SeeSaw Labs) and one other contact.

How did you come to work with SeeSaw Labs?

Jeff used to work for a business that was bought by my company. At that point, he broke off and started SeeSaw Labs. When we needed help building out these products, one of the executives here went to Jeff to see if he could help us. 

How much have you invested with them?

We’ve spent about $250,000 with them.

What is the status of this engagement?

We started working with them in early 2016. Ever since, they’ve become a long-term partner that’s been able to ramp up our internal processes. They’re bridging the technological gap until we have the resources to do so on our own.

RESULTS & FEEDBACK

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

They built very dynamic content according to our expectations. Even when I had my own ideas on ad ops or device health that was outside the designated scope of their work, they still spun out some great tools for us. On top of that, they were always willing to get on the phone and discuss our needs as they developed. Overall, they’re a great partner. 

How did SeeSaw Labs perform from a project management standpoint?

Their team would scale up or down depending on our needs. When we needed more communication, they took the initiative to set up a Slack channel and brought in additional resources. Their team stayed ahead of the game to accommodate the level of communication we needed. They were super helpful and attentive, understanding the project timelines. They were open to feedback and weren’t afraid to ask questions. 

What did you find most impressive about them?

We’re not a team of engineers, but SeeSaw Labs made it easy to communicate. It was never difficult conversing with them about requirements or how our dynamic products should be implemented. They understood requirements and were very accommodating on all fronts. Without them, we would’ve struggled to reach our goals and hitting timelines at the rate we were shooting for. There were no miscommunications regarding requirements at any point.

Are there any areas they could improve?

I can’t think of anything on my front. We never had any significant issues. They were always accommodating.

BACKGROUND

Introduce your business and what you do there.

I’m the president of Abstract Construction. We’re a midsized commercial general construction contractor. We exclusively work in Texas, and often Dallas.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Enterprise Mobility Xperts?

There were no CRM solutions on the market that addressed all the construction and real estate details we wanted to track in our acquisition process. Our is a relationship business and its driven by people we know. We don’t do public or hard-bids; it’s all select bidder or individually negotiated work. We needed a CRM that provided a picture of our entire network—projects and opportunities for the same tenant or building; who, internally, knows or has worked with someone else; budgets we made for projects that didn’t come to anything initially; leases that are going to be up soon.

SOLUTION

What was the scope of their involvement?

Enterprise Mobility Xperts helped us build a CRM solution from scratch that was custom-tailored to us. It tracks every interaction we have with all the stakeholders involved in current or past projects. Reporting was our main requirement, so it produces 7–8 reports that are critical to our business.

Overall, the solution acts as a parking lot for leads. Field employees send information to the system and salespeople in the office follow up with the leads.

What is the team composition?

We’re working with 3–4 people.

How did you come to work with Enterprise Mobility Xperts?

I went to college with one of the principals, so I reached out to him to see if he could help us with this project. He said his company could do it, so we went with them.

How much have you invested with them?

In the end, we will have spent $50,000–$100,000.

What is the status of this engagement?

We started the project in January 2018 and it’s still ongoing. The CRM is live and collecting data, but we’re still developing features to catch other information. Introducing automation and integrating it with other construction software are going to be the focuses of the next burst of work.

RESULTS & FEEDBACK

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

The system is working exactly as we wanted for whom we wanted it to. With additional features, we’ll roll it out to everyone in the company. This is one of the best parts of Enterprise: They’ve taught us what’s possible and given us unique technology that can help many more parts of our business than we originally planned to address.

How did Enterprise Mobility Xperts perform from a project management standpoint?

They listened and grew to understand our business because they hadn’t work in our industry before. Rather than have a CRM that tracked sales and generated invoices, we needed to track all our interactions and link them to people in our company. They asked all the right questions about what we needed to track and why we wanted to track those things. And beyond that, they offered their own suggestions and insights.

What did you find most impressive about them?

We like working with their people. Everyone understands what we’re doing and has a 10,000-foot view of the work. Even better, they have the patience to deal with the granular details like a drop-down menu not working exactly how we want it to.

Are there any areas they could improve?

It’s been such a unique project that I can’t think of anything to make it better. Everything was communicated well, and we’re really satisfied with how we’ve gotten to where we’re at.

Do you have any advice for potential customers?

Have a firm idea of what you want, not a nebulous idea of a CRM solution. We were very specific and now have a tailored solution for our business. They didn’t have to dream up what we wanted because we came in with a fully baked idea.

BACKGROUND

Introduce your business and what you do there.

I’m the chief operating and strategy officer at Credit Builders Alliance. We’re a national nonprofit network of over 500 organizations and public agencies. We help our members integrate credit-building programs into their work so they can help their clients improve their credit and achieve greater financial prosperity.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SeeSaw Labs?

As a nonprofit, we didn’t have a lot of funding to devote to tech infrastructure, which included our website. The existing one was ten years old and didn’t fully reflect the growth of the organization, so we wanted to upgrade to a more interactive site that better-supported our members. We also needed a site that could withstand the test of time while providing an easy way to update content on the backend.

SOLUTION

What was the scope of their involvement?

We wanted the site to look more modern, be user-friendly, and provide member access to resources, training material, and customer support. Another provider handled the design elements and SeeSaw Labs provided all of the backend development. They built the site in WordPress so we’d also be able to manage the site ourselves and edit content in the future. They also provide us with ongoing support for the technical aspects of the site.

In addition to this project, they also overhauled our static, informational site using WordPress. For this one, they also handled some of the design elements and made sure that both the front- and backends were easy to navigate. We’re in the final stages of launching this site.

What is the team composition?

This engagement has lasted several years, so we’ve had at least five or six of their team members work with us.

How did you come to work with SeeSaw Labs?

Our original site architect recommended them to us. After meeting with them, we felt like they’d be able to deliver the personal touch we needed with a high level of technical expertise and support.

How much have you invested with them?

We’ve spent somewhere between $50,000–$100,000 so far.

What is the status of this engagement?

We started working with them in August 2017 and the project is ongoing.

RESULTS & FEEDBACK

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

With the new site for members, we’re able to capture levels of engagement in a way we never could before. We have over 500 registered nonprofit practitioners on the site, and the registration information has helped us see how well we’re reaching our intended audience.

How did SeeSaw Labs perform from a project management standpoint?

In the areas where they’ve had control over the full site-building process, they’ve been very strong on project management. There have been more challenges on projects where they play a more limited role and there are more stakeholders engaged, although it’s possible that some of that is due to our inexperience with these kinds of projects. That said, they’ve been incredibly responsive when we addressed those issues directly.

Aside from that, they’re good at clarifying what kind of information we need to provide and they give clear recommendations. They also address feedback and implement changes well. I also appreciate how available they are if I want a brainstorming partner or if we need to designate something as an urgent priority.

What did you find most impressive about them?

The level of support they provide us is reassuring since our staff isn’t very technical. We can trust them to turn out quality deliverables. They also respond quickly and cleanly to concerns.

Are there any areas they could improve?

We could have benefitted from some clearer explanation of technical services or terms since our staff isn’t familiar with the web development process. We didn’t know how to look for potential issues with the site plans, so a bit more preemptive feedback from them would have helped.

Do you have any advice for potential customers?

Make sure you have their CEO’s ear when you plan your project. He’s got a great eye for the big picture and can convey expectations well to his team so they’ve got the right technical skills to meet your needs.