Valere

BACKGROUND

Please describe your company and position.

 I am the Founder of a construction company 

Describe what your company does in a single sentence.

We build a collaborative construction planning and workflow platform that helps project teams create, manage, and maintain a living schedule through digital pull planning and schedule management.

OPPORTUNITY / CHALLENGE

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

• Stabilize the Pull Planner experience
• Introduce a clear enterprise organization and role structure
• Get the platform ready for a scalable SaaS launch with reliable onboarding and subscriptions

SOLUTION

How did you find Valere?

Upwork

Why did you select Valere over others?

• High ratings
• Good value for cost
• They understood my software issues and the delivery time comitment.

How many teammates from Valere were assigned to this project?

2-5 Employees

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

Valere supported us from discovery through UAT readiness. They audited the existing React and Python codebase, helped us prioritize a stabilization backlog, and delivered targeted UX improvements.

Deliverables included fixing 100+ bugs, stabilizing the Pull Planner Canvas and activity persistence, implementing a clear enterprise organization model with role based permissions and override logic, and standardizing domain based onboarding.

They also implemented and hardened Stripe subscriptions and webhook handling, then ran end to end testing and regression validation to support deployment on AWS.

RESULTS & FEEDBACK

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

We reached a stable, UAT ready build. Valere resolved 100+ issues, fixed canvas persistence and collaboration edge cases, and clarified enterprise organization and permissions so teams could collaborate without role conflicts. We also shipped consistent domain based onboarding and a working Stripe subscription flow with reliable webhooks, which unblocked subscription based growth.

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

Project management was structured and lightweight. Valere helped us define a prioritized backlog, worked in short weekly sprints, and shared clear status updates with what shipped, what was next, and any risks or dependencies. When we raised issues, they responded quickly, usually the same day, and were good at proposing pragmatic options instead of over engineering.

What was your primary form of communication with Valere?

• Virtual Meeting
• Email or Messaging App

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

Their ability to balance speed with rigor stood out. They could jump between product definition, UX improvements, and deep debugging without losing context. The work felt thoughtful, especially around permission logic and onboarding edge cases, and the QA and regression discipline made a real difference as we pushed toward an enterprise ready release.

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

The execution was outstanding. We have no significant areas for improvement to report as their proactive communication effectively neutralized any potential development friction.

BACKGROUND

Please describe your company and position.

I am the Executive Assistant of SportFX

Describe what your company does in a single sentence.

We build SportFX, an AI-powered mobile biomechanics coaching platform that turns a single smartphone video into 3D movement analysis and actionable feedback for athletes and coaches.

OPPORTUNITY / CHALLENGE

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

• Advancing our computer-vision pipelines for player/pose/movement analysis.
• Building and hardening the backend (APIs, notifications, admin tooling) and cloud foundations for scale.
• Accelerating our Flutter mobile app development with QA so we could ship reliable iterations.

SOLUTION

How did you find Valere?

• Online Search
• Other

Why did you select Valere over others?

Incredible customer service

How many teammates from Valere were assigned to this project?

6-10 Employees

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

Valere supported us end-to-end across discovery, architecture, and execution for SportFX (AI-driven sports video analysis and performance insights). The product had been in progress for some time, and their team helped us refine the remaining scope, stabilize what existed, and accelerate delivery toward a deployable release. They led computer vision R&D and integration, developed backend services/APIs that supported the mobile workflow (including notification flows and admin tooling), and built out our Flutter app foundation and core features. They also owned QA and release hardening so we could ship frequent iterations while R&D on CV accuracy was still evolving. Key deliverables included CV pipeline iterations (player/pose/movement), model inference and data workflows, backend API endpoints and integrations, Flutter modules/builds, and test coverage + bug-fix cycles focused on production readiness.

RESULTS & FEEDBACK

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

We progressed from PoC components to an integrated, deployable foundation across the core pillars of the product. Concretely, we shipped stable Flutter app increments, implemented backend APIs (including notification support) to enable end-to-end workflows, and advanced CV pipeline iterations so analysis could run more reliably across real-world videos. On the delivery side, we established a repeatable cadence for demos, QA, and releases—reducing cross-team handoffs and keeping momentum even when R&D findings required iteration.

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

Their project management was structured and effective. We worked in agile sprints with a prioritized backlog, clear weekly goals, and regular demos. They were responsive in Slack, quick to unblock issues, and transparent when a computer-vision experiment needed more iteration. While the broader timeline was influenced by legacy complexity and ongoing R&D uncertainty, they consistently delivered sprint commitments and helped us regain momentum and predictability.

What was your primary form of communication with Valere?

• Virtual Meeting
• Email or Messaging App

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

What impressed us most was their ability to bridge deep technical work (computer vision + AI) with product-grade engineering. They didn’t treat CV as a standalone lab exercise—they built it around backend, mobile, and QA so the end user experience kept improving. They operate with a partner mindset: pragmatic, accountable, and genuinely invested in helping us ship.

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

In the very early stages, we would have benefited from slightly more upfront alignment on “definition of done” for R&D spikes (what success looks like, how results get documented, and how quickly they roll into product). Once that cadence was established, execution was smooth. Overall, the partnership has been strong.

BACKGROUND

Please describe your company and position.

 I am the Founder and CEO of a design company 

Describe what your company does in a single sentence.

Our company is an AI-powered platform for reimagining physical environments using research-driven, human-centered design. It creates clear, shareable design briefs with compelling visualizations, empowering non-professionals to become educated partners—rather than passive consumers—in the design process.

OPPORTUNITY / CHALLENGE

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

• Creating a fun, easy to use interface and back-end that would educate, inspire users, making a complex process feel simple.

SOLUTION

How did you find Valere?

Online Search

Why did you select Valere over others?

Comprehensive Services

How many teammates from Valere were assigned to this project?

6-10 Employees

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

Discovery, product definition, UX/UI, full back end integration

What's the status of this engagement?

 Completed successfully

RESULTS & FEEDBACK

How did your relationship with your partner evolve?
We began with a terrific discovery process, followed by an equally strong and thoughtful UX/UI design phase. The development team went through some early staff adjustments, but once the team was fully in place, we learned to work together very effectively. Valere was responsive and a pleasure to work with throughout the engagement. Their account manager was consistently supportive, positive, and helpful, contributing to a highly collaborative experience.

In what ways can they improve?
Put a clear scheduling and benchmarking process in place early and follow it consistently. It’s also helpful to have the same project manager involved from beginning to end to ensure continuity, particularly across the transition from discovery and UX/UI into the development phase.
What advice do you have for clients with similar needs to yours?
Valere is a strong and capable firm with a clear methodology and a collaborative, professional culture. Their project management and UX/UI teams are especially impressive. As with any complex software effort, it can be valuable to meet the development project manager and lead developer early to ensure shared expectations and smooth coordination. Establishing clear scheduling and benchmarking from the outset will further support an efficient, well-run process. Overall, Valere is well equipped to be a reliable partner and to deliver high-quality results.

UPDATED REVIEW

This review was published December 30th, 2025
Founder and CEO, Design Company

Minneapolis, Minnesota

1-10

Feb 2025 - Dec 2025

$50,000 to $199,999

Verified

Project summary
Valere has developed an architecture and edtech app for a design company. The team has created the web app and the iOS and Android versions of the product. They have also designed the UI/UX.

Feedback summary
Valere has successfully defined the project, designed the UI/UX, and integrated the app's backend. The team has shown excellent responsiveness and communication. Valere has provided a talented UI/UX designer and skilled frontend and backend developers. However, they lack progress tracking.

BACKGROUND

Please describe your company and position.

 I am the Founder and CEO of a design company 

Describe what your company does in a single sentence.

Uses AI to visualize architectural design concepts

OPPORTUNITY / CHALLENGE

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

• Create an engaging UX/UI and V1 product to allow teachers to reimagine their clesssrooms
• Inspire teachers and build understanding about the impact of space

SOLUTION

How did you find Valere?

Online Search

Why did you select Valere over others?

Comprehensive Services

How many teammates from Valere were assigned to this project?

6-10 Employees

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

Full product development review for an architecture and ed tech application, incding Apple and Androd app and a web app.

RESULTS & FEEDBACK

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

Project definition, UX/UI and backend resulting in an excellent interface with functional backend integration.

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

Project management included intelligent, generally responsive communication but lacked sufficent details in scheduling and tracking progress. Items were not delivered on time.

What was your primary form of communication with Valere?

Virtual Meeting

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

Terrific Product Manager for Discovery and talented UX/UI Designer for the front end. Good responsive front end and back end developers once we found the right team.

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

They could have tracked delverables and the schedule more carefully.

Overall rating:    4.0

Quality:    4.0

Cost:    3.5

Schedule:    1.5

Willing to refer: 3.5

BACKGROUND

Please describe your company and position.

I am the CEO & Founder of TicketGenie.io

Describe what your company does in a single sentence.

TicketGenie.io is a B2B software platform providing professional ticket brokers with inventory management, sales analytics, and market intelligence tools across primary and secondary ticket markets.

OPPORTUNITY / CHALLENGE

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

• Developing user flows for complex data visualizations (market share, historical pricing, sales volume trends)
• Supporting product management with roadmap prioritization
• Aligning marketing assets with our new product identity
• Creating a scalable user experience for our B2B platform and continuously auditing the software UI to make sure it's up to industry best practice
• Improving dashboard experiences for inventory tracking and sales analytics

SOLUTION

How did you find Valere?

Referral

Why did you select Valere over others?

• Company values aligned
• Demonstrated genuine understanding of B2B SaaS complexity

How many teammates from Valere were assigned to this project?

2-5 Employees

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

Scope of Work:

• Complete UX audit of existing platform
• User research and persona development for professional ticket brokers
• Design system creation (components, patterns, documentation)
• Dashboard redesign for sold inventory, pricing analytics, and market intelligence
• Wireframes and high-fidelity prototypes for new features
• Product roadmap collaboration and feature prioritization
• Marketing collateral aligned with updated brand identity
• Ongoing CX consultation for user feedback integration

Key Deliverables:

• Figma UX and High fidelity wireframes informing complex design and functionalities in accordance with UX best practices as well as competitors.
• Complete overhauled core functions of the software to truly streamline user journeys.
• Interactive prototypes for stakeholder validation
• Product requirements documentation for engineering handoff
• Brand guidelines for marketing consistency

RESULTS & FEEDBACK

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

• Reduced user onboarding friction (measured through support ticket volume decrease)
• Increased daily active usage of analytics features
• Positive qualitative feedback from broker users on interface clarity

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

Yes. They consistently refined deliverables to meet our subjective success requirements. When initial directions didn't land, they adjusted quickly without friction.

What was your primary form of communication with Valere?

• Virtual Meeting
• Email or Messaging App

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

Their commitment to understanding our specific market. They didn't apply generic SaaS patterns; they invested in learning how professional ticket brokers think about inventory, pricing, and market dynamics. That depth of context made the design work substantive rather than superficial. Finding partners who share commitment to innovation and platform growth through design leadership is rare. Valere delivered that.

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

N/A

BACKGROUND

Please describe your company and position.

I am the CTO of Daylight Transport

Describe what your company does in a single sentence.

Daylight Transport, is an expedited LTL carrier headquartered in California

OPPORTUNITY / CHALLENGE

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

• Unified Design System
• Workstream-Specific Interfaces
• Prototyping
• Discovery & User Research

SOLUTION

How did you find Valere?

Referral

Why did you select Valere over others?

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

How many teammates from Valere were assigned to this project?

2-5 Employees

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

Valere led the UX/UI transformation of our custom LTL TMS platform called APEX across six interconnected workstreams.

RESULTS & FEEDBACK

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

• Operations (5.0/5.0)
• Platform Scalability (4.5/5.0)
• User Experience (5.0/5.0)

Replaced clunky, disconnected legacy interfaces with intuitive, consistent platform

Field teams transitioned from legacy tools to new platform in under 2 weeks

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

Valere delivered on schedule and maintained budget discipline. They use agile sprints with weekly syncs, which kept our teams aligned. Occasionally, scope refinements required timeline adjustments, but they proactively communicated trade-offs and never missed a critical milestone.

What was your primary form of communication with Valere?

Virtual Meeting

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

They have exceptional responsiveness and flexibility. When operational realities didn't match initial assumptions, they quickly pivoted. Most impressive was their willingness to iterate—they didn't treat designs as final but continuously refined based on our subjective success criteria and user feedback from the dock floor.

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

Early in the engagement, there was a learning curve around transportation-specific terminology and workflows. While they adapted quickly, initial designs required more revision than expected. Additionally, I'd prefer more proactive documentation of design decisions—sometimes rationale behind certain UX choices wasn't captured, making handoffs to our internal team slightly more complex.

BACKGROUND

Please describe your company and position.

I am the CEO of Death & Co / Gin & Luck

Describe what your company does in a single sentence.

Death & Co is an iconic cocktail brand that sets the standard for craft cocktail culture through our bars, educational content, books, and now digital experiences.

OPPORTUNITY / CHALLENGE

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

• We wanted to build an AI-powered bartender chatbot
• Provide conversational access to our 2,000+ cocktail recipe database
• Deliver personalized recommendations based on user preferences and available ingredients
• Capture customer data for marketing and engagement

SOLUTION

How did you find Valere?

Referral

Why did you select Valere over others?

• Pricing fit our budget
• Great culture fit
• Referred to me

How many teammates from Valere were assigned to this project?

2-5 Employees

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

Valere developed a Proof of Concept AI bartender chatbot using React and Python with a RAG (Retrieval-Augmented Generation) framework. Key deliverables included:

• Single-page web application with conversational chat interface
• AI personality fine-tuned to match Death & Co's bartender voice from our books
• Integration with our 2,000+ recipe database with intelligent retrieval
• User authentication system requiring email/phone after three initial queries
• Conversation history tracking (7-day retention)
• Guardrails ensuring cocktail-focused conversations with appropriate redirects
• Ingredient substitution recommendations
• Capability to generate new recipes based on six fundamental cocktail frameworks (last resort only)
• Staging environment deployment ready for production launch
• Technical documentation and handoff materials

The project involved extensive prompt engineering, output refinement, and testing to achieve brand alignment and appropriate AI behavior.

RESULTS & FEEDBACK

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

• 90% accuracy rate: The chatbot provides correct, relevant responses from source materials 90% of the time
• Additional 5-7%: Minor tweaks needed but fundamentally correct responses
• 3-5% edge cases: Incorrect responses, usually due to conversation context issues—areas we're continuing to refine
• Staging build deployed: Fully functional application tested with real users
• Production-ready: Foundation built for public launch and future feature expansion
• Brand voice achieved: AI personality successfully mirrors Death & Co's professional bartender style
• User data capture: Email/phone collection system integrated for marketing funnel

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

Valere delivered on the core timeline, but the iterative nature of getting the GenAI outputs right meant we continued refining well into the project. They were responsive when we raised concerns and willing to do extra cycles of testing and prompt tuning. However, as non-technical clients, we would have benefited from more proactive status updates and clearer milestone communication. They responded well to our needs when we pushed, but we had to drive that process more than we expected. That said, they never rushed us to accept something we weren't satisfied with.

What was your primary form of communication with Valere?

Virtual Meeting

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

Valere's willingness to iterate until we were satisfied was genuinely impressive. GenAI projects are inherently subjective—getting an AI to "sound right" and behave appropriately requires patience and lots of testing. They could have locked us into a fixed scope and walked away after the initial delivery, but instead they put in the extra effort to refine prompts, adjust guardrails, and test edge cases until we had something that truly represented our brand. Their technical team also did a great job explaining AI concepts in plain language, which helped us make informed decisions without getting lost in jargon.

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

As a client, we sometimes felt we had to drive the project timeline and flag issues rather than having them anticipated. More proactive project management would have been helpful—specifically, clearer milestone check-ins and earlier identification of potential roadblocks. There were moments where we needed to push for updates rather than receiving them automatically. For a GenAI project with inherent uncertainties, having someone proactively managing expectations and communicating progress would have reduced our stress.

BACKGROUND

Please describe your company and position.

I am the Project Manager of a marketing company.

Describe what your company does in a single sentence.

Marketing for live events

OPPORTUNITY / CHALLENGE

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

• Redesign and versioning of existing product
• Technical consultanting

SOLUTION

How did you find Valere?

Online Search

Why did you select Valere over others?

• High ratings
• Pricing fit our budget

How many teammates from Valere were assigned to this project?

6-10 Employees

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

The project involves the technical development and strategic deployment of Crowd MVP, a modular, data-driven event discovery and social engagement platform designed to serve urban nightlife communities. Built for scale, interoperability, and user growth, the MVP architecture prioritizes personalization, recommendation intelligence, and real-time interaction.

Core Platform Scope

 1. Back-End Architecture (MongoDB + Node.js):

Development of a robust, event-driven backend using MongoDB aggregation pipelines and Node.js Express services. The system supports CRUD operations for users, events, and engagement data, with schema optimization for high-frequency querying.

 2. Trending Events Algorithm v1.0:

Implementation of a weighted scoring model to rank events dynamically using variables.

 3. User Behavior Tracking Layer:

Lightweight tracking system storing attendance, clickstreams, and discovery interactions to improve future recommendation accuracy and segment user types (hosts, fans, explorers).

 4. Modular Front-End Component System:

Responsive mobile-first React/Next.js interface (or compatible stack) with reusable components for event cards, recommendation feeds, profile badges, RSVP workflows, and live activity status.

 5. API & Third-Party Integrations:

RESTful and webhook-ready API structure, with integrations planned for:

 • SMS (Twilio or equivalent)

 • Stripe or ticketing provider

 • Image hosting/CDN layer

 • Push notifications (Firebase Cloud Messaging or similar)

 6. Admin & Host Dashboards:

CMS tools for moderators and hosts to create events, monitor engagement, and flag/report issues. Built with role-based access control and analytics-ready export features.

 7. Data Operations & Scalability Strategy:

Includes data indexing strategies, event de-duplication protocols, and cache-ready endpoints to handle high traffic loads and search functionality. Future readiness for GraphQL transition is architected into backend abstraction layers.

 8. Deployment & DevOps:

MVP will be deployed in a containerized cloud environment (Docker + DigitalOcean or AWS ECS). CI/CD setup with GitHub Actions and readiness for horizontal scaling.

 9. Technical Documentation Package:

Full stack documentation for developers and partner engineers including:

 • Endpoint references

 • DB schema maps

 • Change logs

 • Infrastructure diagrams

 • API auth protocol walkthrough

RESULTS & FEEDBACK

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

Weekly deliverables and meets and constant communication of understanding. There team is not afraid to push back or clarify anything which helps refine their understanding from different perspectives. This in our belief has allowed for a great product to be built from the inside out because there is deep common understanding of function and purpose

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

Yes they deliver everything on time given we provide the information they need. They have a PM for specific design functions and a team behind that. So for design maybe a ui pm and a web pm for dev a pm for that for client management a pm for that and the PMs talk or deliberate after meeting with the client to ensure the different systems are aligned and given proper focus

What was your primary form of communication with Valere?

• Virtual Meeting
• Email or Messaging App

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

I like how diverse the staff is from different countries while still maintaining clear communication in English and a high level of professionalism. It makes me feel like a there is a good blend of perspective to solve any problems that may arise. It also give validation that people from all over the world see something in our product that they like - assuming they were giving honest feedback 

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

Given there breadth of experience they could probably offer general business consulting services to improve their clients internal structure as an add on. We had issues with account credentials and sharing. Not a big deal for my company but there are tools that they probably are aware of with other clients that we could use to make things smoother. Our relationship with Valere is good, so if something is off we address it directly and they respond in kind. There was an issue with the communication cadence early in the project but we found a rhythm that works so it's all good.

BACKGROUND

Please describe your company and position.

I am the COO of DNA for Insta

Describe what your company does in a single sentence.

DNA for Insta is the ultimate matchmaking platform for artists and creators, designed to amplify music and monetize influence.

OPPORTUNITY / CHALLENGE

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

• Flutter App Development
• Product Design & UX/UI

SOLUTION

How did you find Valere?

Upwork

Why did you select Valere over others?

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

How many teammates from Valere were assigned to this project?

2-5 Employees

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

Flutter App Development
Re-coding our existing Flutter app: including work with Meta API and existing backend framework.

Updating and normalizing app design for cohesive aesthetics: including design improvements.

Adjusting application to accommodation for authentication updates.

Web Design & UX/UI Updates

Fully redesigned web component of the product: including campaign creation & management flows. 

Modified and updated screens for improved overall functionality and appearance 

RESULTS & FEEDBACK

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

Mobile Application

• Testflight & .apk file submissions

Web Design 

• Figma file delivery and prototype reviews

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

Valere's project management was excellent. They worked extremely smoothly with our existing team. Delivery was on time, and they responded to our needs, development requirements, and adjustment requests with ease. 

What was your primary form of communication with Valere?

• Virtual Meeting
• Email or Messaging App

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

Their communication with our team and their dedication to fully understanding both the larger and smaller components of the product and its functionality. Specifically, the design team's work on our web application re-design was a refreshing and beautiful update to our product. 

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

A few more prototype reviews could be a helpful addition to the work cycle. 

BACKGROUND

Please describe your company and position.

I am the CEO of My Faith Will Inc

Describe what your company does in a single sentence.

We provide an easy, secure, and guided way for individuals to create a legally valid will online while supporting charitable giving and leaving a lasting legacy.

OPPORTUNITY / CHALLENGE

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

• Create an application for our vision/idea
• Build and modify
• Create a second version for greater reach

SOLUTION

How did you find Valere?

Referral

Why did you select Valere over others?

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

How many teammates from Valere were assigned to this project?

2-5 Employees

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

Valere was responsible for the full development and implementation of MyCatholicWill.com and MyLegacyWill.com, transforming the vision into a seamless, user-friendly online will creation platform. Their scope of work included product design, front-end and back-end development, integrations with key third-party services, security enhancements, and ongoing maintenance.

Key Deliverables:
Custom Will Creation Workflow – Developed an intuitive, step-by-step process allowing users to easily generate a legally valid will, ensuring compliance with estate planning best practices.
User-Friendly Interface & Experience (UI/UX) – Designed a clean, simple, and faith-aligned experience tailored to engage users and encourage legacy giving.
Secure Document Generation & Storage – Implemented a robust system for generating, formatting, and securely storing user wills in PDF format.
Donation & Charitable Giving Integration – Built seamless options for users to allocate a portion of their estate to Catholic charities and other nonprofit organizations.
CRM & Email Automation Integration – Connected the platform with CRM systems to facilitate communication, nurture leads, and provide reminders for incomplete wills.
Multi-Site Architecture – Developed both MyCatholicWill.com and MyLegacyWill.com, ensuring scalability and adaptability across different brands and audiences.
Ongoing Support & Maintenance – Provided continuous updates, bug fixes, and performance optimizations to enhance security and user experience.

Valere’s work ensured that both platforms delivered a reliable, mission-driven solution for will creation while maximizing impact for charitable giving.

RESULTS & FEEDBACK

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

The collaboration with Valere resulted in several measurable outcomes that demonstrate the success of MyCatholicWill.com and MyLegacyWill.com:

Key Measurable Outcomes:

Total Future Bequests Committed: 

Over $275 million committed in future bequests to charitable organizations through wills created on the platform.

Number of Wills Created:

Thousands of legally valid wills successfully completed by users, ensuring more individuals have proper estate plans in place.

User Engagement & Completion Rate:

High user engagement and completion rates, with many users successfully finishing the will creation process after starting.

Charitable Giving Impact:

A significant percentage of users included charitable gifts in their wills, reinforcing the platform’s mission of legacy giving.

Website Performance & Reliability:

Secure, high-performing platform with minimal downtime and strong security protocols to protect sensitive user data.

CRM & Email Automation Success:

Effective lead nurturing through automated follow-ups and reminders, leading to an increase in will completion rates.

Expansion & Scalability:

Successful launch of MyLegacyWill.com as an additional platform to reach a broader audience, demonstrating the scalability of the technology.

These measurable results highlight how Valere.io’s work contributed to making MyCatholicWill.com and MyLegacyWill.com impactful, mission-driven platforms that simplify will creation and encourage

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

Valere demonstrated strong project management skills, effectively balancing technical development with responsiveness to our needs. They followed a structured development process, incorporating agile methodologies to ensure steady progress and flexibility in addressing feedback.

Delivery & Timeliness:
Most key deliverables were completed on time, though some features required additional iterations to align with our vision. They maintained clear timelines and milestones, ensuring transparency throughout the project. When delays occurred, they were proactive in communicating challenges and worked efficiently to resolve them.

Responsiveness & Communication:
Valere.io was highly responsive to our feedback, showing a strong willingness to adapt and refine features as needed. They provided regular updates and check-ins, ensuring we were always informed on progress. When we identified areas needing improvement, they were quick to iterate and improve without hesitation.

Overall Assessment:
Their project management approach was structured yet flexible, allowing them to deliver a high-quality product while accommodating our specific needs. While some refinements required additional collaboration, their commitment to excellence and open communication made the partnership productive and successful.

What was your primary form of communication with Valere?

Virtual Meeting

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

What stood out most about Valere.io was their ability to translate a complex vision into a seamless, user-friendly platform while maintaining a strong commitment to mission-driven work. Their blend of technical expertise, adaptability, and genuine dedication to our goals set them apart.

Most Impressive Aspects:

Mission Alignment: They didn’t just build software—they understood the heart of our mission and crafted a platform that encourages legacy giving in a meaningful way.

User-Centered Design: Their focus on making will creation simple and engaging ensured a smooth experience for users of all backgrounds.

Responsiveness & Collaboration: They listened, adapted, and refined based on our feedback, ensuring the final product truly met our needs.

Commitment to Quality: They didn’t cut corners—every feature was carefully designed and executed to create a secure, scalable, and high-performing platform.

Overall, Valere wasn’t just a development vendor—they were a true partner in bringing MyCatholicWill.com and MyLegacyWill.com to life, making a lasting impact on charitable giving and estate planning.

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

While Valere delivered a high-quality platform and was a strong development partner, there were a few areas where improvement could enhance future collaborations:

Areas for Improvement:

More Proactive Problem-Solving:

At times, certain features required additional iterations to align with our vision. A more proactive approach in anticipating potential roadblocks could have streamlined the process.

Faster Turnaround on Refinements:

While the core development was timely, some adjustments and refinements took longer than expected. A more agile response to these changes would improve efficiency.

Enhanced Clarity on Technical Trade-Offs:

Providing more upfront discussions on possible limitations, trade-offs, and alternative solutions could have helped us make more informed decisions earlier in the process.

Despite these minor areas for improvement, Valere’s commitment to quality, responsiveness, and willingness to refine the platform ultimately led to a successful outcome. Strengthening these aspects would make their already strong services even better for future projects.

BACKGROUND

Please describe your company and position.

I am the Engineering Manager of Caylent

Describe what your company does in a single sentence.

AWS Consulting Services

OPPORTUNITY / CHALLENGE

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

• User interface design
• User experience design

SOLUTION

How did you find Valere?

ongoing relationship

Why did you select Valere over others?

• Company values aligned
• ongoing relationship

How many teammates from Valere were assigned to this project?

2-5 Employees

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

• Application style guide 
  • Review and design cohesive style guide for entire application
  • Iconography
  • Fonts
  • Colors
  • Design user experience elements from Client existing Jira opportunities for design updates for application ecosystem
• Ongoing Services 
  • UI/UX wireframes, mockups, and user flows
  • Review of the existing application UI/UX to understand features and flow
  • Capture any modifications needed to the desired frontend design
  • Design UI wireframes for screens in the application
  • Design UX diagrams to describe transitions between UI elements for task-based flows
  • Design UI and UX for additional application areas

RESULTS & FEEDBACK

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

• A consistent style guide for the enterprise application being developed
• Custom designs implemented across the application

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

The team is very responsive, attending multiple meetings each day and responding to Teams messages in a timely fashion.  

Designs were completed on time.  The team was very agile, handling changing priorities and changing scope with grace and good humor. 

What was your primary form of communication with Valere?

• Virtual Meeting
• Email or Messaging App

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

Their designs and response times are great. However, what is most impressive is the designer's understanding of the need to roll out the design changes over time.  It was never, "we need to do everything now", instead the designer was consistently able to create a sane roadmap for integrating the updates into the ongoing development work.

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

Our initial interactions were a little rocky, but once we settled on our current designer the process has been very smooth and I have no complaints.