Tuck Consulting Group

BACKGROUND

I am the Chief Partnership Officer of Partnership Mastermind

Partnership Mastermind helps B2B software and services companies turn partnerships into a growth channel they can actually measure. The mission is to build the world's most intelligent community for partnership operators and the help organizations diagnose, build, activate, and scale high-performing partner programs.

OPPORTUNITY / CHALLENGE

• Set up our client project management in ClickUp
• Create repeatable project templates for advisory and fractional projects
• Create client-facing dashboards for reporting and transparency

SOLUTION

Referral

• Good value for cost
• Referred to me

1 Employee

Tuck Consulting was exactly the partner we needed to get our Partnership Mastermind professional services team up and running in ClickUp. They took the time to understand how we manage our advisory and fractional partnership client engagements and built out a setup that actually fits the way we work. Everything is now organized, efficient, and easy for the team to stay on top of. The whole process was smooth and they clearly know the platform inside and out. Highly recommend to any team looking to manage client work more effectively in ClickUp.

RESULTS & FEEDBACK

Met all project milestones

The team was consistent and responsive.  They met all of our major milestones and were very flexible.

• Virtual Meeting
• Email or Messaging App

Their company culture made them stand out.  Everyone we met and worked with from the Tuck Consulting team was great to work with and genuinely nice people.

None

BACKGROUND

Please describe your company and your position there.

Kinetix is the Leader in IT Security and Support for High-Growth Businesses

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Tuck Consulting Group?

IT Project Management

SOLUTION

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

Alex managed a few projects for us and we came to trust in his reliability, professionalism, and competence. After that, we decided to expand and use TCG for most of project management going forward.

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

TCG has managed dozens of projects for us from start to finish, small to large, over the course of two years.

Describe the recruitment process in detail.

TCG provides us resumes of candidate PMs that we can choose based on their skillset and how we think they will mesh with our teams and clients.

RESULTS & FEEDBACK

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

TCG provides professional candidates and their management team provides a safety net when PMs are unexpectedly unavailable or indisposed. We've come to rely on TCG to be there for us when we need them to handle variable project management workloads that ebb and flow according to client needs and the economy.

How effective was the workflow between your team and theirs?

Very good. TCG's management team oversees their project managers, handles feedback delivery, and steps in to help when necessary. The project managers are all professional and we've had positive experiences working with them.

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

I'm mostly impressed with the level of oversight TCG management provides for their team. They are quick to remediate any problems or concerns.

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

Over time we have learned that IT skills are not a prerequisite for IT project management. In a couple cases we went with a project manager that had IT experience, thinking that would be beneficial, but learned together that in the end it's communication and organization skills that matter more than the IT knowledge.

BACKGROUND

Please describe your company and position.

I am the COO of Diathrive Health

Describe what your company does in a single sentence.

Chronic Disease Management Company

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Tuck Consulting Group to accomplish?

• Operational Support
• Development Management
• Security Management
• Project Management
• Strategy Consulting

SOLUTION

How did you find Tuck Consulting Group?

• Referral
• Other

Why did you select Tuck Consulting Group over others?

• High ratings
• Great culture fit
• Company values aligned

How many teammates from Tuck Consulting Group were assigned to this project?

2-5 Employees

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

Tuck Consulting Group supports us with strategy, program management, project management, staff augmentation and security assessment readiness.

RESULTS & FEEDBACK

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

Diathrive was able to achieve HITRUST certification within 9 months, enabled the delivery of an app, web portal and CRM infrastructure.

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

Tuck Consulting Group helped us deliver all of our projects on time and were very responsive to our strategy and our needs.

What was your primary form of communication with Tuck Consulting Group?

• In-Person Meeting
• Virtual Meeting

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

Flexibility, level of talent brought to our projects and in-depth industry knowledge.

Are there any areas for improvement or something Tuck Consulting Group could have done differently?

They're a great company with great people!

BACKGROUND

Please describe your company and your position there.

I own a web design and development agency.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Tuck Consulting Group?

We worked together on a large IT revamp – we needed a project manager and outside expertise on several key areas

SOLUTION

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

We found the firm online and were impressed with its communication and level of organization. It also helped to see that the owner, Alex, shared our common values, so I knew the project would go smoothly.

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

We started with an ideation / project mapping phase. Then, we moved into a design phase, revision rounds, development, content collection, and launch!

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

I believe there were two project managers and the owner, Alex.

RESULTS & FEEDBACK

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

The project launched and was well-received by the client!

How effective was the workflow between your team and theirs?

We worked well together – I felt like I was able to check in with any member of their team and get a quick pulse on how things were going.

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

Communication style – everyone was very professional and prompt. Orgnization was also huge – all requirements and content were condensed into easy-to-digest formats, so technical team members could easily access them.

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

None

BACKGROUND

Please describe your company and your position there.

Product Manager at a health tech startup focused on chronic disease management and risk stratification through patient health assessments.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Tuck Consulting Group?

Our company was growing quickly and needed support across the board. TCG provided framework and procedures for product and technology that improved quality/efficiency and reduced unnecessary waste.

SOLUTION

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

Highly recommended through former colleagues in the New England region.

Describe the project in detail and walk through their service package.

Services provided: Product design and roadmapping, Code review and technical debt assessment, API augmentation, QA testing, IT Service Management ticketing system, and more.

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

CEO, PMs, Systems Architect, and others

RESULTS & FEEDBACK

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

Delivered product roadmap and corresponding enhancements, improved relationship with developer shop, implemented automated regression testing

How effective was the workflow between your team and theirs?

Weekly check-in calls internally along with recurring meetings with vendors, including developers, compliance orgs, etc.

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

They were detail-oriented and excited to make a difference!

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

More collective brainstorming sessions to get all ideas out in the mix.