Could you share any statistics, metrics, or user feedback from this engagement?
The feedback has been positive. We have not received any negative feedback from the applicants from United, or internally, from any of the processing that we had to do. It was all smooth. We went through a couple additions of a rough draft of the application itself online. Even though we put it exactly how they had it on paper to online, the minute it was online, it became much more visible to anybody in United, and it became much more important that everything was worded entirely correctly, including all of the pull-down options and menu options for the multiple choice questions that they had.
Once it became much more visible, then everybody had to get their two cents in, and there were a few different edits and drafts of what became the final version. Using the project management system that Codal had put in place allowed us to respond to the needs of our client, put it in the PMS [project management system], and then the changes were done in a rapid manner because they're basically up and running almost 24/7 with their offshore development team.
I believe there were 500 applications submitted through this process, which was more than they got when they did it by paper. I believe there were 20 to 30 percent more applications submitted, which was great, because in prior years they didn't give out all the money that they had available to them through the foundation. This ensured that they were maximizing the company's ability to give to employees' designated agents, which we did this year.
How did Codal perform from a project management standpoint?
We had a dedicated project manager here locally, in Chicago, and he did a great job coordinating everything and making sure all the milestones were met. It was nice to be able to put something in on a Friday, and on Monday come into the office and have the requested work already done.
What distinguishes Codal from other providers?
I would say that this was probably a small project. The unique thing to me was that it really didn't matter to them. They said it's a name-brand client, and that they wanted to build a relationship with me and my organization, to do more work. Regardless of revenue size, Codal wanted to do a quality job, which I respected. Many times, I've seen smaller budget projects get pushed down the queue quickly. They never gave me an indication that that was the case at all.
Is there anything Codal could have improved or done differently?
They're an offshore organization, so the only thing is sometimes difficulty with communication. We have to ensure that the English they used was not the King's English. It had to be American English. When they're in India, "insure" versus "ensure" becomes a difficult thing to put into writing. Sometimes, when you're talking on conference calls, there is some difficulty there. However, I would say that having the local project manager always ensured that we were able to have good communication.