StepInsight

BACKGROUND

Please describe your company and position.

I am the Product Manager

Describe what your company does in a single sentence.

Food Safety Management & Meal Ordering Support.

OPPORTUNITY / CHALLENGE

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

• Software & Technical knowledge
• Software Development

SOLUTION

How did you find StepInsight?

Other

Why did you select StepInsight over others?

High ratings

How many teammates from StepInsight were assigned to this project?

2-5 Employees

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

Address bug fixes and change requests, and manage the scheduled delivery of applications across both Web and Mobile platforms.

RESULTS & FEEDBACK

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

Address critical issues within expected timeframes, structure a monthly release schedule, and coordinate requests included in each release.

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

Project Scoping
Effectively communicates and coordinates during the scoping phase of each project, identifying risks, missing requirements, and suggesting potential improvements.

Project Management
Maintains clear communication regarding project issues or concerns, ensuring transparency throughout the development process.

Project Delivery
Adheres to the agreed delivery schedule, proactively raising any development issues within an acceptable timeframe to minimize impact.

What was your primary form of communication with StepInsight?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

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

Arnaud’s attention to detail is greatly appreciated.

His skills have been instrumental in identifying solutions, as well as highlighting potential issues and risks in proposed projects.

His efforts to ensure that project scope is clearly understood by both the client and development teams has been valuable in aligning expectations and achieving project goals.

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

Quality Assurance:

Smoke tests would be recommended. Recent notable issue, SIS requested to reveiw changes on Staging, but the recent deployment made Staging inaccesable to all users. 

Proactive issue identification:

1. Infrastructure failure:  CPU hitting 100% should have been flagged and actioned immedietly.
2. Crons failing should be identifed by SIS, currently clients are raising issues regarding processes not working as expected. e.g. Resident Photos failed to update for over a month.

BACKGROUND

Please describe your company and position.

I am the Co-founder of Shelvin SRL

Describe what your company does in a single sentence.

Shelvin helps FMCG brands to boost the distribution of their products at retail franchised stores

OPPORTUNITY / CHALLENGE

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

• Develop our app and systems

SOLUTION

How did you find StepInsight?

Referral

Why did you select StepInsight over others?

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

How many teammates from StepInsight were assigned to this project?

2-5 Employees

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

StepInsight redevelop our whole mobile app and back end services and made the service ready to scale from 500+ stores using the app to an unlimited number. 

The development included:

• Having a mobile app ready to send tailormade information store by store
• Receive pictures
• Have a very easy-to-use, capable back-end that allows us to manage the flow of photos that the shops send us
• Pay each shop according to its activity
• Generate self-bills that are sent to the shops
• A whole series of reports that allow us to monitor activity.

RESULTS & FEEDBACK

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

• Increase in active users and new registrations
• Reduced task completion time
• Significant time savings through task automation
• Improved app loading times and uptime
• High bug resolution rate
• Positive user satisfaction and app store ratings
• Strong user retention over six months
• Cost savings on administrative tasks
• Increased revenue
• Growth in daily and weekly active users
• No security incidents post-launch
• Full compliance with regulatory standards

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

We have one clear spokesperson, which made it very easy to communicate and follow the progression. Overall the deliveries were all on time

What was your primary form of communication with StepInsight?

• In-Person Meeting
• Virtual Meeting

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

Their way of popularising their work. I'm not an IT specialist, and thanks to the team's explanations I was able to fully understand what they were doing and where they were at.

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

Thanks to the fact that they were reachable all along the partnership, we have been able stay updated on the evolution of their work and if things needed some slight reajustments, to directly discuss them with them and implement them. So thanks to their great communication, there are no important improvement points.

We keep on working with them on the daily basis

BACKGROUND

Please describe your company and position.

I am the Product Manager of Precedent Productions

Describe what your company does in a single sentence.

We administer award ceremonies.

OPPORTUNITY / CHALLENGE

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

• Attract Customers: Design and create a public website to attract customers to sign up and enter our award programs.
• Manage Business Entries: Develop a Business Portal that allows businesses to manage their entries and purchase tickets to our events.
• Admin Management: Build an Admin Portal that enables us to create award programs, select winners, manage sales, and search businesses.

SOLUTION

How did you find StepInsight?

Referral

Why did you select StepInsight over others?

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

How many teammates from StepInsight were assigned to this project?

2-5 Employees

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

Public Website:

• Attract customers to sign up and participate in our award programs.
• User-friendly interface for easy navigation.
• Information on award programs, eligibility, and application process.
• Sign-up and login functionality for participants.
• Integration with social media for wider reach and engagement.
• Mobile responsiveness for accessibility on various devices.

Business Portal:

• Provide businesses with tools to manage their award entries and facilitate event participation.
• Secure login for business users.
• Dashboard to manage award entries, view status, and update information.
• Functionality to purchase tickets for events and manage reservations.
• Notifications and updates on submission deadlines and event details.
• Support for multiple business users with role-based access control.

Admin Portal:

• Enable efficient administration and management of award programs.
  Feature
• Create, edit, and manage award programs and categories.
• Tools to review and select award winners.
• Sales management system to track and manage ticket sales and financial transactions.
• Advanced search capabilities to find and manage business entries.
• Reporting and analytics to monitor program performance and business engagement.

RESULTS & FEEDBACK

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

• Enhanced Business Participation
• Efficiency in Administration
• Improved User Satisfaction:

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

• Timeliness: StepInsight has consistently delivered project milestones on schedule. Key phases such as the development of the Public Website, Business Portal, and Admin Portal were completed within the agreed timelines, ensuring the project remained on track.
• Responsiveness:  StepInsight were extremely responsive to our ongoing needs offering to use communication channels such as Slack & Whatsapp. 
• Quality of Deliverables: The design team provided us with their immense wealth of knowledge in terms of implementing the most effective UI/UX while including a software engineer in the discussion to ensure ideas were actually achieveable.
• Client Support: Post-launch support provided by StepInsight has been exceptional. They have been available for any necessary troubleshooting and updates, ensuring the application runs smoothly and continues to meet user needs.

What was your primary form of communication with StepInsight?

In-Person Meeting

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

• Level of expertise
• Willingness to lend their time
• Friendliness

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

N/A

BACKGROUND

Please describe your company and position.

I am the Supply Chain Manager of Cofinet Pty Ltd

Describe what your company does in a single sentence.

Wholesaler of green coffee beans

OPPORTUNITY / CHALLENGE

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

• Customer Inventory System Management

SOLUTION

How did you find StepInsight?

professional network

Why did you select StepInsight over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Other

How many teammates from StepInsight were assigned to this project?

2-5 Employees

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

• Define business needs for the inventory management system, including warehouse transfers, product reservations, and CRM functionalities.
• Conduct rigorous testing, addressing any issues before deploying the system.
• Provide training and documentation for users.
• Establish a plan for ongoing maintenance, security, and updates to ensure the system remains efficient and up-to-date.

RESULTS & FEEDBACK

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

• Measure a decrease in inventory discrepancies, showcasing improved accuracy in tracking stock levels.
• Efficient Order Processing
• Quantify time saved in warehouse transfers, reflecting enhanced agility and streamlined stock management.
• Ability for the sales rep to reserve products by themselves
• Our robustly organized database empowered us to effortlessly generate comprehensive reports and perform various data analyses with efficiency and precision.

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

Stepinsight has proven to be an invaluable partner in the development of our new inventory system management, warehouse transfer, and CRM solutions. After a challenging experience with another company that spanned a year without significant progress, Stepinsight demonstrated a level of efficiency and effectiveness that surpassed our expectations. 


Their remarkable flexibility in adapting to changes mid-project, coupled with a keen understanding of our unique requirements, ensured not only timely delivery but also exceeded our expectations. The end result perfectly encapsulates the vision we had in mind, making Stepinsight a standout choice for their technical prowess, adaptability, and commitment to delivering exceptional outcomes.

What was your primary form of communication with StepInsight?

• In-Person Meeting
• Virtual Meeting

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

They understand our needs.

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

Review our initial database more thoroughly, as it turned out to be larger than anticipated, resulting in an initial slowdown of the system.

BACKGROUND

Introduce your business and what you do there.

I’m one of the co-founders of a boat booking company.

OPPORTUNITY / CHALLENGE

What challenges were you trying to address with StepInsight?

We required web development services, so we hired StepInsight.

SOLUTION

What was the scope of their involvement?

StepInsight is helping us develop our website and web-based booking system from scratch, using Angular as one of the main technologies. Initially, we discussed everything we wanted to achieve for this platform, including the UI/UX, and created a project plan. Then, they started executing that plan.

What was the team composition?

We worked with three of StepInsight’s co-founders and 2–3 developers. 

How did you come to work with  StepInsight? 

I met them at a business owners club and realized we had a common interest. Then, I explained what we wanted to do, and they thought it would be a great thing to build, so they decided to join the project.

How much have you invested in them?

We’ve spent around $200,000 AUD (approximately $139,000 USD).

What is the status of this engagement? 

We first engaged in May 2022 and started the project around June 2022. It’s still a work in progress.

RESULTS & FEEDBACK

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

To measure the success of our engagement, we initially established deadlines and defined certain functionalities to ensure StepInsight delivered accordingly because we also wanted to do testing. Although we still need to review a couple of things, everything is going well overall.

How did StepInsight perform from a project management standpoint?

StepInsight has kept the project on budget, and we’ve worked within the timeline so far. We use Slack for direct communication and a couple of other products for project management. Moreover, StepInsight built an internal dashboard with a login system.

What did you find most impressive about them?

StepInsight has demonstrated high enthusiasm about the project, and they want to be involved in every part of it to help us build something special from scratch. They’re very passionate about what they do.

Are there any areas they could improve?

Sometimes, it's hard to get in touch with StepInsight because they’re very busy. However, we have regular catch-ups.

Do you have any advice for potential customers?

Trust them; they know what they’re doing and want the best outcome for their clients. Additionally, they’re fair and reasonable, so trust the process and don’t be afraid to tell them what you don’t like; they’ll take care of it and ensure the best results.

BACKGROUND

Introduce your business and what you do there.

I'm a department manager of a land surveying company. We primarily look after civil construction, tunneling, and major infrastructure surveying projects around Sydney and New South Wales, Australia.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with StepInsight?

As part of the monitoring work that we do, we have a client-facing web application that was designed and developed in the early 2000s. We needed a fresh look for our app, so we approached StepInsight to do that for us.

SOLUTION

What is the scope of their involvement?

We initially briefed StepInsight on what we wanted, and they tried to implement it. We also went back and forth a couple of times to try and find the best solution for value.

Their team is in charge of the full stack development, including the UI/UX design of the app. They’ve built it using Google Cloud and JavaScript. They’ve sent me frameworks for some applications as well.

Our product is a cloud-based app scaled for viewing on mobile. It's a heavy UI-based service that offers to chart and plan layouts of where some instrumentation might be out in the field. We have automatic measurements taken from a remote sensing instrument, and they're then uploaded straight to the cloud and captured by the website. The results are then produced onto the charts on the application in its most basic form.

What is the team composition?

I'm not sure how many people work full-time on the, but so far, I’ve interfaced with two lead developers, the owner of the company, and a project manager.

How did you come to work with StepInsight?

We heard about StepInsight because they were subcontracted by our previous vendor to fix their issues.

How much have you invested with them?

Over the last year, we’ve spent about $140,000 AUD (approximately $95,000 USD).

What is the status of the engagement?

We started working with them in January 2019, and our partnership is still ongoing.

RESULTS & FEEDBACK

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

StepInsight is doing an exceptional job. We work in a technical industry, and they’ve been quick to understand our requirements and how we work.

We’ve experienced many bugs during the development process, but it’s always in a staging environment and generally not in production.

How did StepInsight perform from a project management standpoint terms?

Initially, they were a little loose with prior engagements, but I think they’ve understood the technicalities a little better this time around, and their time management skills have improved. Moreover, they immediately ask us questions or any clarifications before proceeding with development. They also manage the project well and are very intelligent.

We communicate mainly via email and manage tasks on Notion, where we would create a list of the bugs that we find. We'd then rank them in terms of urgency and gravity.

What did you find most impressive about them?

We’re impressed with how fast they resolve a problem. Also, their responsiveness is exceptional, and they provide good ideas.

Are there any areas they could improve?

I don't have any negative things to say about StepInsight — we’ve had an overwhelmingly positive experience working with them.

Any advice for potential customers?

If you've got a project with StepInsight, you'd want to get a contract in place for a lump sum agreement because these things can slide away pretty quickly, and it keeps both sides honest. Furthermore, it’s very important to do testing throughout the development process; don’t just do it at the end.

You should also work closely with them. Make it a two-way collaboration instead of just paying for their services and waiting to receive a finished product.

BACKGROUND

Please describe your company and position.

I am the Founder and Culinary Lead of a Culinary Resource Platform

Describe what your company does in a single sentence.

An online industry specific resource for members that pay a subscription fee.

OPPORTUNITY / CHALLENGE

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

• Recommend a different approach to delivering the vision
• Find solutions for legacy issues
• Simplify all aspects of working in the back end

SOLUTION

How did you find StepInsight?

Referral

Why did you select StepInsight over others?

• Pricing fit our budget
• Great culture fit
• Referred to me
• Company values aligned

How many teammates from StepInsight were assigned to this project?

2-5 Employees

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

To develop 1 website and 2 connected portals, 1 for use by members and 1 for administration.

RESULTS & FEEDBACK

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

Completition and sucsessful testing of the website and 2 portals development.

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

The assigned team delivered the project to a high standard, on-budget and on-time. The assigned project team also responded at all times in a professional, approachable and collabrative manner.

What was your primary form of communication with StepInsight?

In-Person Meeting

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

The assigned project team took the time to get to know me, my vision, my challenges and pain points before they put toghether a scope document and budget for the project. At all times during the project they behaved in a professional, approachable and collabrative manner.

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

Not really, I am looking forward to working with them again.

BACKGROUND

Please describe your company and position.

I am the Planning and Invoicing of JARDIPARC SRL

Describe what your company does in a single sentence.

Green Services (maintenance and layout)

OPPORTUNITY / CHALLENGE

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

• Launch of platform
• Custom made services
• New website

SOLUTION

How did you find StepInsight?

Work

Why did you select StepInsight over others?

• Great culture fit
• Company values aligned

How many teammates from StepInsight were assigned to this project?

2-5 Employees

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

• Design of new platform : planning, reports, sites management, geolocation, planner, documentation access, invoicing...
• Customer access : each customer has his own platform design, according to its needs
• Creation and launch of new app
• Creation and launch of new official website (in both french and english languages)

RESULTS & FEEDBACK

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

• Efficiency of the platform : time saving, custom-made, user friendly

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

• Work delivered on time
• Great advice and ideas
• Respect of implementation plan

What was your primary form of communication with StepInsight?

Email or Messaging App

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

• We were impressed with their professionalism
• Custom-made services 
• Understand the needs

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

• Keep providing the best services, and advice

BACKGROUND

Introduce your business and what you do there.

I'm the owner of GeoJob, an automated IoT solutions provider for the civil construction industry.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with StepInsight?

We needed help with API integrations.

SOLUTION

What was the scope of work with StepInsight?

StepInsight handled subscription payment automation and Navman/Xero integration. They also reviewed and revised our original platform development.

What is the team composition?

We worked with three teammates from StepInsight.

How did you come to work with StepInsight?

We found StepInsight through a referral. We chose them because they showed a genuine interest in our company and project. Additionally, they had relevant prior experience and a recommendation from a mutual acquaintance.

What is the status of this engagement?

We started working together in June 2024, and the project is ongoing.

RESULTS & FEEDBACK

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

StepInsight has successfully delivered the required API integrations. As a result, we've experienced a 50% increase in potential customers.

How did StepInsight perform from a project management standpoint?

We communicate through online meetings. StepInsight's project management is good; they deliver on time and respond well to our needs.

What did you find most impressive about them?

I'm most impressed with StepInsight's passion, commitment, and flexibility.

Are there any areas they could improve?

I can't think of anything for StepInsight to improve.