Shapert

BACKGROUND

Please describe your company and position.

I am the CTO of Omnia

Describe what your company does in a single sentence.

We provide a SaaS all-in-one solution for Call Center management 

OPPORTUNITY / CHALLENGE

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

• Democratize access to analytics through natural language interaction.
• Reduce dependency on analysts for operational data queries.

SOLUTION

How did you find Shapert?

Referral

Why did you select Shapert over others?

• Close to my geographic location
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned
• Experience

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

Shapert designed a conversational UI that allowed users to input a query in natural language, that a LLM interprets and uses to select the most appropriate report (from a defined list) with proper filters to fulfill the users need

RESULTS & FEEDBACK

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

Onboarding of users to the new conversational report feature. The implementation succesfully identified the right report 85% of the times with the necessary filters to match the user's query. 

−8% average labor cost reduction for active clients.

−60% reduction in reporting-related support tickets.

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

The timeline of the project was very clear from the beginning and Shapert never missed a deadline. They were very professional and experienced, and besides the technical expertise, they bring a very strong strategical perspective to make the most of the implementation.

What was your primary form of communication with Shapert?

Virtual Meeting

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

Very fast and robust deliveries. Great communication and flexibility to adapt to the particular needs of our business.

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

Overall we are very happy with our experience with Shapert, and hopefully we will work together again in the future.

BACKGROUND

Introduce your business and what you do there.

I am the CEO of Genesia. We provide expert genetic counseling services, specializing in oncology and reproductive medicine, to support precise diagnosis, personalized treatment, and informed decision-making in collaboration with other medical specialties.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Shapert?

We needed a partner who could deeply understand our business, processes, and real needs, and who could proactively propose ideas and improvements, especially around automation and internal tools. It was important that any implementation made sense for the long term and would be indispensable to our operations.

SOLUTION

What was the scope of their involvement?

Shapert handled a wide range of projects over the years, effectively becoming the IT department of our company. Their work included developing management dashboards, operational dashboards, and automations that are now critical to our daily operations.

How did you find Shapert?

Referral.

Why did you choose Shapert over other options you considered?

We chose Shapert because they were a great culture fit and were referred to me.

What is the status of this engagement?

We started working with Shapert in June 2013, and the engagement is ongoing.

How many teammates from Shapert were assigned to your project?

Between 2 and 3 people from Shapert have been assigned to our projects.

RESULTS & FEEDBACK

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

The main evidence of impact is the high rate of use of the tools and dashboards developed by Shapert. These solutions are now indispensable to our daily operations. The most significant measurable outcome has been the time saved by our team, although we did not track specific figures.

What was your primary form of communication with Shapert?

We communicated through in-person meetings, virtual meetings, and email or messaging apps.

How did Shapert perform from a project management standpoint?

Shapert delivered on time and managed projects effectively throughout our collaboration.

What did you find most impressive about them?

I'm most impressed by their commitment, proactiveness, and ability to quickly understand our needs and challenges.

Are there any areas they could improve?

I do not have any suggestions for improvement.