AgileMorph Solutions

BACKGROUND

Please describe your company and position.

I am the President of Digisist

Describe what your company does in a single sentence.

Digisist LLC offers comprehensive financial solutions for your business, specializing in bookkeeping, payroll, sales tax, and business formation.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire AgileMorph Solutions to accomplish?

• Automation between Calendly-Jotform-Notarize/Proof

SOLUTION

How did you find AgileMorph Solutions?

Upwork

Why did you select AgileMorph Solutions over others?

• High ratings
• Company values aligned

How many teammates from AgileMorph Solutions were assigned to this project?

1 Employee

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

We have developed a streamlined automation process for residential fence permits that integrates Calendly, Jotform, and Proof/Notarize. This system allows clients to easily schedule appointments via Calendly, complete necessary forms through Jotform, and manage proofing and notarization efficiently. This automation saves time, minimizes errors, and enhances client satisfaction, making the permit application process smooth and hassle-free from start to finish.

RESULTS & FEEDBACK

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

1. Time Savings: A significant reduction in the time required to schedule appointments and process permits.
2. Error Reduction: A noticeable decrease in errors related to form submissions and notarization.
   Client Satisfaction: Increased client satisfaction due to a more streamlined and user-friendly process.
3. Efficiency Gains: Improved workflow efficiency, allowing staff to focus on other critical tasks.

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

The developers demonstrated excellent project management by consistently delivering items on time and efficiently addressing all needs. They maintained clear and proactive communication throughout the project, ensuring that all milestones were met according to the agreed schedule. Their responsiveness to feedback and ability to adapt to changing requirements underscored their commitment to client satisfaction. 
This approach not only kept the project on track but also resulted in a high-quality, well-executed automation system that met all predefined goals and expectations.

What was your primary form of communication with AgileMorph Solutions?

Virtual Meeting

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

What I found most impressive about the developer was his proactive approach and dedication to excellence. He took the bull by the horns, mastering a whole new system to ensure that the solution he built was exactly what I wanted and needed. His ability to anticipate my needs and sometimes tell me what I needed before I even knew it was truly remarkable. 
Their foresight and commitment to understanding the project’s requirements ensured the final product was perfectly tailored to my expectations.

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

In my opinion, everything went perfectly. I could not have asked for a better developer!