Caret IT Solutions Pvt. Ltd.

BACKGROUND

Please describe your company and position.

I am the ERP Consultant , Finance Officer & Internal Auditing of Mahavir Shree International Pvt. Ltd.

Describe what your company does in a single sentence.

MSIPL is a diversified technologies company involved in the representation, distribution, integration, manufacturing, installation, repair and service. MSI offer’s a broad range of services to complement its business using a variety of sources.

These services include: Design, Engineering, Procurement, Supply, Fabrication, Assembly, Testing, Inspection, Quality Control, Installation, Repair, Maintenance, Overhaul, Start-Up, Commissioning, Training, Warranty and After-Sales Spare Parts and Service Agreements.

Corporate Outline

• Established: 05 Jan 1994, Kathmandu
• Number of employees: 119 (as of July 16, 2017)
• Head office: 4th Floor, Saumil Complex, Baburam Acharya Sadak, Sinamangal, Kathmandu, Nepal
• Member
  • Independent Power Producers Association Nepal (IPPAN)
  • Nepal Britain Chamber of Commerce & Industry (NBCCI)
  • Computer Association of Nepal (CAN)
  • Federation of Electrical Entrepreneurs of Nepal (FEEN)
  • Kathmandu Electrical Entrepreneurs Association (KEEA)
• Certification: ISO 9001:2015 Certified company
• Markets:
  • Airport
  • Hydro Power
  • Transmission & Distribution
  • Meteorology & Hydrology
  • Process Industries
  • Security Agencies
  • Civil Contractors

MSIPL is a leading distributor and systems integrator with many years specialist experience delivering turnkey projects.

• Mission: Our Mission is to have the capabilities necessary to be the primary source for our customers through the breadth of our product and service offering with an overall focus on the lowest total cost solution. We strive for continuous learning and business process improvement, while continuing to be an upstanding corporate citizen in the communities in which we operate.
• Vision: Our Vision is to be the Customers’ first choice and leader in the offerings of solutions and related information to commercial, industrial, contractor, and institutional customers.
• To be committed to:
  • Superior service and satisfaction for each of our customers.
  • Professionalism in all aspects of our business operations.
  • Mutually fair, responsible, and beneficial arrangements with each of our suppliers
  • To operate for quality long-term growth while sustaining sound and conservative financial policies.
  • To operate with the highest moral, ethical, and legal standards.
• Strengths
  • In the market for a long period of time
  • Maintain Personalized Relationship
  • Professionally managed organization
  • Personnel with strong backgrounds
  • Technical support very highly rated by our customers
  • Ability to translate complex technology to local environment
  • Offer Strong, off-the-shelf products and solutions based on standard technology
  • Informal, flexible way of doing business
  • Manpower trained in relevant field
• Markets
  • The primary markets served by MSI include industrial, construction trades, utilities – aviation, electricity, telecom, Institutional – educational, research, local and central government, law enforcement and military.
• Organization
  • MSI is organized in a matrix structure with three branch offices and four strategic business units. Each branch is responsible for identifying the markets and servicing the customers within that territory.
  • The Director of each strategic business unit focuses on assuring that MSI has a full range of first class solution necessary to support the customers and markets within in territories. Both the branches and the strategic business units work together within the context of the overall strategies for the MSI organization.
• Staff and Equipment
  • MSI employs 120 employees and there are outside sales, inside sales, service personnel, executive, administrative, clerical, warehouse, support and information systems personnel.
  • MSI takes pride in its ability to service what it sells. One service vehicles is on-call 24 hours a day, to insure that our customers are provided the quality backup and support that they deserve.
  • Our workshop facilities have necessary certifications and these are assurance that trained and certified technicians, on a regular and continuing basis, produce the highest quality work. Fully integrated shop facilities are available to provide overhaul, repair, assembly and special fabrication capabilities.
• Facility and Management
  • MSI’s corporate office is located in Kathmandu and occupies a 5,000-sq. ft. facility that headquarters the accounting staff that handles billings, payables and collections. An interactive Human Resources Department provides continuous information on employee benefits, negotiates insurance programs, and administrates the hiring practices.
  • The Information Technologies group coordinates enterprise-wide data and communication activities. Sales, engineering, warehousing, service and shop operations are also conducted at this corporate location.
• Inventory
  • MSI recognizes the importance of maintaining adequate inventory to meet the needs of all of its customers. For this reason a reasonable inventory is kept on hand and readily available for immediate shipment.
  • All inventory management and control functions are handled by our ERP Software System with its powerful AIM (Advanced Inventory Management) Module. Instant updates on prices and availability on inventory items are accessible. The same network supports order entry, order status and expediting functions.
• Customer Service
  • The basic operating philosophy of MSI is outlined below:
    • “Customer loyalty builds profitability and growth. Customer loyalty is the direct result of continuous customer satisfaction”

It is the objective of MSI to continuously satisfy and delight its customers. To that end, MSI has delegated the responsibility of developing and nurturing a culture of customer satisfaction to each Service Center Manager, there by providing service levels expected by customers in the many geographical regions serviced.

Through a program of education, training, measurement and recognition we are seeking to enhance and employ exceptional customer service as our most powerful competitive advantage. We employ a Quality Management System and take a practical, down to earth approach to ensure best practice and that our services and products reliably and consistently meet or exceed our customers’ requirements.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Caret IT Solutions Pvt. Ltd. to accomplish?

• ERP Odoo Consultancy
• Data Migration in Odoo version 15
• Installation on premises with some customization

SOLUTION

How did you find Caret IT Solutions Pvt. Ltd.?

Online Search

Why did you select Caret IT Solutions Pvt. Ltd. over others?

• Close to my geographic location
• Pricing fit our budget
• Company values aligned

How many teammates from Caret IT Solutions Pvt. Ltd. were assigned to this project?

2-5 Employees

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

I had the pleasure of working with Caretit Solution Pvt. Ltd. for our data migration to Odoo Enterprises Version 15 and the installation of an on-premise server. I must say that the services provided by Caretit were nothing short of exceptional. From the moment we engaged with them, the team at Caretit showcased their professionalism and expertise in Odoo ERP.

They were attentive to our needs and took the time to understand our business processes thoroughly. Their in-depth knowledge of Odoo allowed them to provide us with valuable insights and recommendations throughout the entire project. The data migration process was seamless, and Caretit handled it with utmost care and precision. They ensured that all our existing data was transferred accurately to Odoo Enterprises Version 15, preserving the integrity and structure of the information.

The efficiency and attention to detail demonstrated by the Caretit team during the migration were truly commendable. Furthermore, the installation of the on-premise server was carried out smoothly, with Caretit implementing the necessary configurations and settings to optimize our Odoo environment. They went above and beyond to ensure that the server setup aligned with our specific requirements, allowing us to leverage the full potential of Odoo's features.

Throughout the project, the Caretit team exhibited exceptional professionalism and a strong commitment to customer satisfaction. Their prompt responses to our queries, willingness to address our concerns, and proactive approach in providing solutions were truly impressive. It was evident that they genuinely cared about our success and were dedicated to delivering the best possible outcomes.

I cannot emphasize enough how beneficial the services provided by Caretit Solution Pvt. Ltd. have been to our organization. Their team members are not only highly skilled and knowledgeable in Odoo ERP, but they are also genuinely helpful and collaborative. They fostered a positive working relationship and ensured that we were comfortable and well-informed throughout the entire engagement.

In conclusion, I wholeheartedly recommend Caretit Solution Pvt. Ltd. for their exceptional data migration services, Odoo installation expertise, and their commitment to delivering outstanding results. Their professionalism, depth of knowledge, and dedication to customer satisfaction make them a reliable partner for any Odoo implementation or customization project.

Thank you, Caretit Solution Pvt. Ltd., for your invaluable contributions to our organization's success. We look forward to continuing our partnership with you in the future.

RESULTS & FEEDBACK

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

Measuring outcomes from the projects mentioned in the review can be done by evaluating the impact and success of the data migration to Odoo Enterprises Version 15, as well as the installation of the on-premise server with customization and settings. Here are some key outcome measures to consider:

• Data Accuracy and Integrity: Assess the accuracy and integrity of the migrated data in Odoo. Measure the consistency of data across different modules and ensure that all critical information has been successfully transferred without errors or data loss.
• System Functionality: Evaluate the functionality of Odoo Enterprises Version 15 after the data migration and server installation. Measure the performance of the system, including response times, stability, and overall user experience. Ensure that all the customizations and settings implemented meet the desired objectives and enable efficient business operations.
• Process Efficiency: Determine if the implemented Odoo system has improved process efficiency and productivity. Measure any time or resource savings achieved through automation, streamlined workflows, or enhanced data visibility. Compare the efficiency of the current processes with the previous systems or manual methods to gauge the impact.
• User Adoption and Satisfaction: Assess the level of user adoption and satisfaction with the new Odoo system. Measure user feedback, including ease of use, intuitiveness, and overall satisfaction with the implemented solution. Conduct surveys or interviews with key stakeholders to gather insights into their experience and identify areas for improvement.
• Error Reduction: Measure the reduction in errors, data discrepancies, or duplications resulting from the data migration and system implementation. Compare the error rates before and after the project to determine the effectiveness of the solution in minimizing data-related issues.
• Customization and Flexibility: Evaluate the level of customization achieved in the Odoo system and assess its flexibility to adapt to evolving business requirements. Measure the ease with which new features or modules can be added and customized, allowing the system to grow and scale alongside the organization.
• Business Impact: Identify any tangible business impacts resulting from the implemented Odoo solution. This could include increased sales, improved customer satisfaction, streamlined processes, reduced operational costs, or enhanced reporting and analytics capabilities. Measure these key performance indicators (KPIs) to quantify the value generated by the projects.

By evaluating these outcome measures, you can assess the success of the projects, identify areas of improvement, and determine the overall return on investment (ROI) achieved through the data migration to Odoo Enterprises Version 15 and the installation of the on-premise server with customization and settings.

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

Caretit Solution Pvt. Ltd. demonstrated magnificent project management capabilities, delivering items on time and exceeding our expectations. Their responsiveness, attention to detail, and value for time were exemplary, making our experience with them highly satisfactory. We appreciate their professionalism and dedication to ensuring the success of our project.

What was your primary form of communication with Caret IT Solutions Pvt. Ltd.?

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

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

What makes Caretit Solution Pvt. Ltd. particularly impressive and unique is their comprehensive expertise and knowledge in Odoo ERP. They possess an in-depth understanding of the Odoo framework, modules, and functionalities, which allows them to provide tailored solutions to meet specific business needs.

Their team members exhibit a high level of professionalism and possess a depth of knowledge in Odoo ERP. Their ability to understand our business processes and translate them into effective Odoo configurations and customizations was truly remarkable. They demonstrated a strong grasp of the intricacies of Odoo, enabling them to offer valuable insights and recommendations throughout the project.

Furthermore, Caret IT Solutions Pvt. Ltd. stands out for their commitment to customer satisfaction. They prioritize understanding the unique requirements of each client and work closely with them to deliver solutions that address their specific needs. Their dedication to ensuring a positive customer experience is evident through their responsive communication, prompt resolution of issues, and willingness to go the extra mile to exceed expectations.

Another impressive aspect of Caretit Solution Pvt. Ltd. is their focus on continuous improvement and staying up-to-date with the latest advancements in Odoo ERP. They actively engage with the Odoo community and stay informed about new modules, updates, and best practices. This enables them to provide cutting-edge solutions and leverage the full potential of Odoo for their clients.

Overall, what sets Caretit Solution Pvt. Ltd. apart is their combination of extensive expertise in Odoo ERP, a customer-centric approach, and their commitment to staying at the forefront of advancements in the Odoo ecosystem. Their ability to deliver tailored solutions and ensure customer satisfaction makes them a standout company in the field.

Are there any areas for improvement or something Caret IT Solutions Pvt. Ltd. could have done differently?

While Caretit Solution Pvt. Ltd. has demonstrated strengths in various areas, it appears that one area for improvement is their expertise in accounting concepts and practical implementation within the Odoo ERP system. It is essential for an ERP implementation to align with the specific accounting requirements and processes of a business.

BACKGROUND

Please describe your company and position.

I am the Chief Accountant of Kuwait Public Health Company

Describe what your company does in a single sentence.

A reliable Public Health service provider. We adopt a diversified vision, leading to offer full protection solutions in the province of Public Health, excelling in Food Hygiene Training, ISO22000/HACCP Consulting and Audit, Pest Management Services and Professional Disinfecting Services.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Caret IT Solutions Pvt. Ltd. to accomplish?

• Implementation
• Customization
• Upgrade from v13 to v16

SOLUTION

How did you find Caret IT Solutions Pvt. Ltd.?

Online Search

Why did you select Caret IT Solutions Pvt. Ltd. over others?

• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from Caret IT Solutions Pvt. Ltd. were assigned to this project?

2-5 Employees

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

implementation of Odoo v16

RESULTS & FEEDBACK

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

• Increased efficiency: The difference made by completing specific tasks prior to and following the implementation of Odoo v16 is significant. Helped to automate certain manual processes, reduction in the time required to perform those tasks.

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

CARETIT's commitment to customer satisfaction is remarkable. They were highly responsive, addressing our concerns promptly and providing effective solutions on timely basis.

What was your primary form of communication with Caret IT Solutions Pvt. Ltd.?

• Virtual Meeting
• Email or Messaging App

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

CARET IT impressed me with their deep understanding of Odoo and ability to tailor it to our unique needs. They carefully analyzed our processes, ensuring a seamless integration.

Are there any areas for improvement or something Caret IT Solutions Pvt. Ltd. could have done differently?

No

BACKGROUND

Introduce your business and what you do there.

I’m the finance manager at Marco, a strategy consultant company. We provide consultancy services to government entities on a large scale.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Caret IT Solutions Pvt. Ltd.?

We shifted to Odoo ERP for our financials. It was 80% completed, but I needed help with the remainder of the implementation of the system as well as reports, customization, and more. I had experience with two Odoo developers, but they weren’t up to the mark at all. We had agreed on a timeline and I didn’t get anything so I needed another provider.

SOLUTION

What was the scope of their involvement?

They helped me with the 20% that was left of the implementation. They mainly worked on the customization side by building the reports, customizing the reports, etc. It was a dashboard for everything that was related to our accounting. I requested them to customize four reports for me, which included the trial balance sheet, profit and loss, and the general ledger.

How did you come to work with Caret IT Solutions Pvt. Ltd.?

I found them in a Google search looking for Odoo developers. Their website looked good. When I had an initial call with them, they seemed to understand what I wanted. They were professional. I decided to give them a shot. I was in communication with three other Odoo developers but they didn’t understand what I was looking for.

How much have you invested with them?

We spent $1,550.

What is the status of this engagement?

We started working together in November 2020-February 2021.

RESULTS & FEEDBACK

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

They were essential to the accounting/finance functionality of the company. By helping us customize the system to our needs, the new system has helped us in everything. Prior to them, it took us around 1-1 ½ hours to make a report look like what we need. Now within a click, we can do it. They’re professional and deliver what they say.

How did Caret IT Solutions Pvt. Ltd. perform from a project management standpoint?

We agreed to finish the project by January 15th. It took one more month. Communication was very good. We didn’t have any problems with communication. We had a meeting as needed. I’d request them to call me, and they'd respond and be always ready.

What did you find most impressive about them?

They understand us really well. Their understanding and concept of the software Odoo are outstanding. They tend to stick to the timeline, although due to some complexity, there was a slight delay. They stick to their word.

Are there any areas they could improve?

Explore a bit more before agreeing on particular things that maybe their team members haven’t worked on before. Have an R&D on that before agreeing on a timeline.

Do you have any advice for potential customers?

Be precise about your requirements. Tell them exactly what you need.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of eFantom.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Caret IT Solutions Pvt. Ltd.?

We were looking for an internal tool for team and project management, and we went to Caret IT for help.

SOLUTION

What was the scope of their involvement?

First, I discussed the requirements in detail with their CEO and CTO, after which they assigned a project manager to us. Then, they developed a tool for employee and project management. They also provided training to our team after development was completed.

What is the team composition?

Their development team is entirely in-house.

How did you come to work with Caret IT Solutions Pvt. Ltd.?

We’re located in the same city, and I heard about them from a friend. I met with them to have a discussion about their team and approach. I felt that they were really good, so I decided to go with them.

How much have you invested with them?

We’ve spent around $10,000, including additional modules and support.

What is the status of this engagement?

We started working with Caret in May 2019, and our engagement is ongoing with support and new modules.

RESULTS & FEEDBACK

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

Before implementing it, we’d been facing some internal communication and management issues. Our work is going smoothly now and we can manage deadlines better. We haven’t had any more time management or internal communication issues.

How did Caret IT Solutions Pvt. Ltd. perform from a project management standpoint?

Their team has a lot of experience on the technical side, and they were able to explain things to me from both a technical and nontechnical point of view. They also advised us on workflows for our team. They maintained all of our deadlines.

What did you find most impressive about them?

Based on my experience, they have good client follow-up.

Are there any areas they could improve?

No, I don’t have any suggestions from my end as of now.

Do you have any advice for future clients of theirs?

My advice is to have a discussion with Randhir (Managing Director). He understands projects well.

BACKGROUND

Please describe your company and your position there.

DivineTechs is one of the fastest growing web, Mobile Application / Game Development company. It’s our job to make our clients lives as simple as possible. Let’s go together for your project. To anticipate clients’ wishes is my business!!! I am Chirag Patel Founder & CEO of DIVINETECHS

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Caret IT Solutions Pvt. Ltd.?

As DivineTechs growing rapidly, so for our internal mangement we need our uniqe applications like CRM for better client relationship, PMS for better project management and Invoicing and Accounting management system. we Contact and took services from CARET IT Solutions.

What were your goals for this project?

With this project our main two goal are associated, 1) We was expecting this system within sort time of period, which Caret IT deliver just in 4 months approx. 2) We want automate our internal procedure like CRM, PMS and Billing System.

SOLUTION

How did you select this vendor?

We looking at market for different sofware provider companies, and review quotes from various vendors, But Caret IT provide us compatitive quote and shorter delivery tuner. which lead to them for winning vendor.

Describe the project and the services they provided in detail.

Well, In these project there is majorly 3 phases. 1) CRM Development - Leads, Pipleline and Activities managment - Customer mangement and followup - Email & sms intergration 2) Project & Resourcement Management - Proper task and Issue management - Resources scheduling and timesheet - Generate Invoicing from timesheet - Various Reports from PMS 3) Accounting and Blling - Customer and Vendor billing management - Client due and followup management - Accounting reports and email / sms integration

What was the team composition?

Caret Team assingned us, single point of contact Mr. Madan was leading the project. with him 2-3 assistat developers working with us. When required they visit us onsite to showcase progress and requirement gathering. User training etc.

RESULTS & FEEDBACK

Can you share any information that demonstrates the impact that this project has had on your business?

We just started this new system from this month April in production, so defenetly we have results on long term. But on basis of 2 week uses, it seems many activities automated and we saving time, because before our whole system was Excel base and lots of time consuming manual process

How was project management arranged and how effective was it?

Caret IT, have their own project management system so project was managed in that. As per my knowledge they used agile methodology to execute our project

What did you find most impressive about this company?

They quite accurate about deadline, have strong QA team so qaulity of services are really impresive. Secondly they always read y to answer very promptly on our queries.

Are there any areas for improvement?

As far this project concern I think eveything fine, but One thing I notice about user training methodoly, like training material in different languages etc.

BACKGROUND

Introduce your business and what you do there.

I’m the co-founder of Agritech Solutions, a distributor of pesticides, seeds, and fertilizers.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Caret IT Solutions Pvt. Ltd.?

We needed someone to develop our ERP solution.

SOLUTION

What was the scope of their involvement?

Once they understood our business model, they conceptualized, designed, and developed our Odoo ERP system. They provide support on an ongoing basis.

What is the team composition?

I only worked with their managing director.

How did you come to work with Caret IT Solutions Pvt. Ltd.?

After reviewing a few companies, I found Caret IT Solutions to be the best choice for us.

What is the status of this engagement?

We started working together in 2018, and the collaboration is ongoing.

RESULTS & FEEDBACK

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

Their involvement completely changed the way we work and has extremely helped us. It’s made the day-to-day operations of managing inventory, accounting, and various management tasks much better. We enjoy working with them.

How did Caret IT Solutions Pvt. Ltd. perform from a project management standpoint?

Project management was perfect. They are transparent and open.

What did you find most impressive about them?

They are very passionate and ready to find a solution for any business requirement.

Are there any areas they could improve?

No, I can't name anything.

Do you have any advice for potential customers?

They’re a customer-centric company.

BACKGROUND

Please describe your company and your position there.

I’m the CEO of HyperThink Systems Limited. We provide enterprise software consulting services to manufacturing, distribution, and retail companies in Kenya.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Caret IT Solutions Pvt. Ltd.?

We lacked experience in developing custom software using Odoo. We engaged Caret IT Solutions Pvt. Ltd. to fill our skill gap.

What were your goals for this project?

We wanted a talented pool of Odoo developers to help us provide turnkey software systems to our clients.

SOLUTION

How did you select this vendor?

We hired Caret IT Solutions Pvt. Ltd. through a skills portal, but later we engaged their team directly to streamline our interactions. We assigned them minor tasks with reasonable timelines. Caret IT Solutions Pvt. Ltd. performed well at each project, meeting our technical needs and standards for responsiveness.

Describe the project and the services they provided in detail.

Caret IT Solutions Pvt. Ltd. has completed several client projects with us. They have installed Odoo systems, customized reports, added new functionalities, modified existing functionalities, and localized tax and payroll requirements for Kenya.

What was the team composition?

Randhir (Managing Director, Caret IT Solutions Pvt. Ltd.) manages a team with the support of three lead developers.

RESULTS & FEEDBACK

Can you share any information that demonstrates the impact that this project has had on your business?

Thanks to Caret IT Solutions Pvt. Ltd., we can reliably and successfully complete more projects for our clients, leading to more business for our firm.

How was project management arranged and how effective was it?

We coordinate our activities remotely using email, shared folders, group chats, and VoIP calls. We’re looking into integrating Caret IT Solutions Pvt. Ltd. with our support ticket management system.

What did you find most impressive about this company?

The team quickly grasps our needs and can quickly respond and translate them into a technical scope. They adapt to our priorities and budget constraints to maximize our long-term partnership.

Are there any areas for improvement?

We prefer that their schedules and working calendar align more closely with ours.

BACKGROUND

Introduce your business and what you do there.

I’m the co-founder of PerkUp, a company that focuses on customer loyalty marketing solutions and enterprise resource planning (ERP) implementation, primarily using Odoo. We operate in different verticals, such as retail, restaurants, and trading companies. I work in sales and marketing, which includes working on our products.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Caret IT Solutions Pvt. Ltd.?

We were doing an ERP implementation for a client in the automobile sector, and we needed a dev partner.

SOLUTION

What was the scope of their involvement?

Caret IT Solutions Pvt. Ltd. developed numerous modules for our end client, including sales transactions, HR, and inventory management. They built custom workflows and functionalities in Odoo, using Python, SQL, and Java. The bulk of the project is finished, and Caret IT Solutions is currently fixing bugs and resolving issues.

What is the team composition?

Our main point of contact was the managing director, but we also worked with two developers and an HR consultant.

How did you come to work with Caret IT Solutions Pvt. Ltd.?

We found them on Upwork. We gave them a trial project and they did well, so we hired them.

What is the status of this engagement?

We worked together from June-September 2018.

RESULTS & FEEDBACK

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

They successfully delivered a product within our 15-day timeline. The software worked well for our client, who was happy with their work.

How did Caret IT Solutions Pvt. Ltd. perform from a project management standpoint?

We sent requirements and, if they weren’t clear, Caret IT Solutions called to ask questions and make sure they understood. We used Google Drive to communicate and track progress.

What did you find most impressive about them?

They were always available, no matter the time. They addressed our requirements immediately and made sure to meet our expectations and tight deadlines.

Are there any areas they could improve?

They should invest in a new ticketing system that better tracks projects and offers more accessibility.

Do you have any advice for future clients of theirs?

Be clear on what you want and when you want it delivered. Spend time at the beginning building clarity and discussing the project goals with them. It’ll save you time in the long run.

BACKGROUND

Introduce your business and what you do there.

I’m the co-founder and president of Gilde Company SAS. We’re a franchise company that works with small businesses to teach employees how to use computers, smart devices, and other IT-related materials.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Caret IT Solutions Pvt. Ltd.?

We wanted to install a large Odoo ERP to manage social media marketing, mass emailing, client accounts, and invoices. As a smaller company on a limited budget, we hired Caret IT Solutions Pvt. Ltd. to execute the project in a cost-effective manner.

SOLUTION

What was the scope of their involvement?

The project started with a mass integration and subsequent phases for production and testing. Since 2015, Caret IT Solutions Pvt. Ltd. has completed two migrations to newer Odoo versions. The team continues to provide suggestions on functionalities and cost.

What is the team composition?

Our two points of contact are a team leader and a second-level project manager. The latter oversees the development team and leads technical reviews.

How did you come to work with Caret IT Solutions Pvt. Ltd.?

We searched for affordable vendors in Asia on a development staffing platform. Caret IT Solutions Pvt. Ltd. had relevant Odoo experience and could supplement the engineering resources we lacked internally. Also, their services fit our budget. Despite the 3–5-hour time difference, the team answered our initial questions quickly.

What is the status of this engagement?

We started working with them in winter 2015 and the partnership is ongoing.

RESULTS & FEEDBACK

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

The ERP impacts our business positively because we can show customers that we’re growing and providing the best solutions. Caret IT Solutions Pvt. Ltd. has fostered a relationship based on trust and open communication. The team solves problems and generates positive user feedback.

How did Caret IT Solutions Pvt. Ltd. perform from a project management standpoint?

The team is available at night to work with us in real time and meet our deadlines. Our two contacts create optimal lines of communication between teams. They are responsive and guide the project’s direction based on our conversations. The team’s excellent performance allows me to sleep better at night.

What did you find most impressive about them?

Caret IT Solutions Pvt. Ltd. executes affordable and appropriate solutions because they understand our needs and budget constraints.

Are there any areas they could improve?

The team expanded in size about 18 months ago and has since had subsequent issues with availability. Caret IT Solutions Pvt. Ltd. is now collaborating with third parties to address this issue. While they’re not the perfect partner, they’re good for our company. We value their ability to discuss issues using accessible language.

Do you have any advice for future clients of theirs?

Caret IT Solutions Pvt. Ltd. works with clients in a variety of sectors, but doesn’t always demonstrate their ability to speak to different segments. They should push that capacity as much as they promote their IT services. That skill set is an asset that could attract new customers; I didn’t know about for several months.

BACKGROUND

Introduce your business and what you do there.

I’m the managing director and CEO of Kiote Services, an IT service provider that specializes in implementing enterprise resource planning (ERP) solutions, ranging from accounting to human resources to sales inventory. We work mainly with small to medium-sized businesses.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Caret IT Solutions Pvt. Ltd.?

We’ve worked on a variety of ERP projects with Caret IT Solutions Pvt. Ltd. Recently, we had a client who needed additional customizations, so we brought Caret on board. They’ve worked on other ERP implementations for hospitality, oil and gas, and a warehouse.

SOLUTION

What was the scope of their involvement?

Caret provided the customizations of certain functions and modules within our client’s software. We take their business requirements and work with Caret to create the technical requirements and implement functional ERP solutions. They do the intensive coding to get the system working and also conduct testing to certify that everything’s working well.

What is the team composition?

We have two main points of contact.

How did you come to work with Caret IT Solutions Pvt. Ltd.?

We interviewed several different vendors, reviewing their resumes and past work. We found Caret had the best track record that we could trust, so we hired them.

How much have you invested with them?

We’ve spent between $15,000–$25,000.

What is the status of this engagement?

We partnered in January 2017, and the work is ongoing.

RESULTS & FEEDBACK

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

They make high-level customizations to modules that meet our clients’ expectations. One client had a set of very specific requirements to manage their assets off-site, and Caret perfectly met those expectations. The client was happy and still uses the module to this day.

How did Caret IT Solutions Pvt. Ltd. perform from a project management standpoint?

We talk every day, and Caret is extremely responsive; they’re always available during business hours. They clearly review next steps and explain their plans and timelines. We communicate via phone, email, and Google Docs.

What did you find most impressive about them?

They want to make sure that they understand the project and correctly meet requirements. I’ve worked with other agencies who didn’t care. They address any of our concerns or questions and always come through.

Are there any areas they could improve?

It’d be nice if they improved their technology and integrated products such as Asana and Smartsheet.

Do you have any advice for future clients of theirs?

Know your internal requirements and what you want out of the partnership. Caret is a great team and will deliver good results.