BlueCozmos

BACKGROUND

Introduce your business and what you do there.

I am the president of Hawk100, an Ohio-based wealth advisory firm.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with BlueCozmos?

We have a long relationship, and they’ve helped us with many projects. Most recently, they worked on the redesign of our website. Other projects were in the digital and marketing spheres.

SOLUTION

What was the scope of their involvement?

On the web design project, they focused mostly on design. Jed (Principal) has a great eye for design and helped to get our message across to our target audience. They have nice insights for what’s going on with appetites in the consumer marketplace and developing a message around them. I give them some content and they run with it.

What is the team composition?

Jed has a solid team behind him, but I mostly interact with him.

How did you come to work with BlueCozmos?

Someone in the business community put me in contact with them 11 years ago, when they were operating under a different name.  They have offered solutions and comprehensive capabilities that go beyond the initial need, so I’ve hired them under a variety of circumstances over the years.

How much have you invested with them?

I’ve invested roughly $70,000 over the years in them.

What is the status of this engagement?

We worked together from December 2008 onwards.

RESULTS & FEEDBACK

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

I hire them to help me manage my networks. I have an entrepreneurial spirit, but I don’t have the cardio or the time to manage every little aspect of my business. They help me redirect my focus in ways that are impactful.

We’ve grown quite a bit since I began working with BlueCozmos. We’re at about 4x the revenue that we were at before. While I won’t attribute that to their work, they’ve given me the tools to support and build my business so that I could grow it.

How did BlueCozmos perform from a project management standpoint?

They’re laid-back, but they get everything done. We’re not a major metropolitan city where time is pressed — if you want something done you need to drive it until it is finished. Jed and his team set things in motion and if you have a good project management focus it’ll work.

What did you find most impressive about them?

I enjoy their camaraderie and their team. Jed is easy-to-work-with, transparent, and brings his own ideas and challenges to the table.

Are there any areas they could improve?

He could drive the project side a little more. I need someone else to drive it for me, which has been a balancing act on my side.

Do you have any advice for potential customers?

Lay out what the course objectives are ahead of time, and follow through on all dates. When you do that, it works out very well.

BACKGROUND

Please describe your company and your position there.

I am a Partner in a CPA firm that is developing its own accounting software. I am the lead for that project,

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire BlueCozmos?

We asked BC for a review of the branding design for the software as well as input on our Brand Story.

What were your goals for this project?

We wanted the software brand to be fresh and appealing to a new generation of firm owners. We weren't sure we could accomplish this ourselves.

SOLUTION

How did you select this vendor?

I have worked with BC before on other similar projects and trust their design sense and advice on product positioning.

Describe the scope of their work in detail.

BC provided a detailed review of the graphics and messaging being used for the software and provided valuable input on improvements and alignment with our goals.

What was the team composition?

I worked directly with the owner of BC, Jed Rumora

RESULTS & FEEDBACK

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

The software has not been officially released so the final outcome is unknown but we have gotten very positive responses on the branding from our beta test group.

How effective was the workflow between your team and theirs?

Very effective. No snags in the process at all.

What did you find most impressive about this company?

BC is able to get "out side the box" just enough to make a brand truly unique without being too edgy or funky. They know how to appeal to a business customer who values design.

Are there any areas for improvement?

None that come to mind at this time.