Connext

BACKGROUND

Please describe your company and your position there.

We are a Title and Escrow company. From sales and financing, our staff works closely with clients, providing them with accurate and timely information—ensuring the completion of a successful transaction. My role is to lead our teams success in doing so, and a liason between our partners that assist us to do the same.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Connext ?

Services and project details are confidential. 

SOLUTION

How did you select this firm and what were the deciding factors?

We decided to work with Connext because we felt they could be a long term, trusted partner and because of their new approach to outsourcing transaction management and business processing needs.

Describe the project in detail and walk through their service package.

The project in which Connext is responsible for is confidential, and the management team and staff were helpful and professional every step of the way.

How many resources from the vendor's team worked with you, and what were their positions?

We first started with 5 resources to help with internal processing tasks. After recognizing the strength of the team we expanded to over 20 employees supporting a variety of functions in our business.

RESULTS & FEEDBACK

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

We gave Connext our basic job requirements and schedules. The Connext team conducted multiple levels of interviews and sent us highly talented candidates. From there we were able to interview and select candidates that we thought would be a good fit.

We are now able to notify Connext of a resource need and in most cases can have screening, interviews, and placement completed in under 14 days. With their support, we continue to grow our business, and improve client satisfaction. The relationship has been very successful.

How effective was the workflow between your team and theirs?

Connext takes a lot of pride in making the relationship successful. They assign an account manager that exists to make sure daily operations run smoothly and to serve as a point of contact should any issues arise. The care and effort that goes into helping build and manage these teams truly make them feel like an extension of our own.

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

The recruiting and management is reliable. Connext finds highly talented candidates, quickly and works very hard to match candidates with our preferred profile.

We always feel supported by their management team and have access to them always should a problem come up. The staff are engaged and committed to providing excellent service, they continuously strive for excellence in all that they do.

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

We are excited to see Connext continue to grow and support other, similar companies throughout the US.

BACKGROUND

Please describe your company and your position there.

Simpay-Alpha Card is a payments company providing merchant services for small and medium-sized businesses in North America. I am the Chief Operating Officer.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Connext ?

We have numerous systems that need updating, and processes that are subjected to surges in workloads. We needed people who could update systems and follow processes. Most of the work is a step above data entry, as some critical thinking is required, and knowledge of the U.S. payments industry can help.

SOLUTION

How did you select this agency and what were the deciding factors?

Engaging approach, in which the right questions were asked to ensure the right people and solutions were found. Alignment with our core values and focus on people was a game changer. I liked the leadership, flexibility, and commitment to retaining people with a profoundly human touch.

Describe the project in detail and walk through the stages of the project.

They provided the steps, details and the 'how to.'

Describe the recruitment process in detail.

We leveraged our job descriptions; they asked questions, presented candidates. and got a feel for the types of candidates.

RESULTS & FEEDBACK

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

Personnel are trained, effective, productive and engaged!

How effective was the workflow between your team and theirs?

ConnextGlobal was more on the ball then we were. We had excellent back and forth communication. Again, we followed the lead the showed us.

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

Entrepreneurial, patient, people-focused, steady, with great values.

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

We were the weak link. Maybe a little more 'what if' scenarios on the IT front, but all things considered, we are mega conservative and just took the slowest and most cautious approach to the IT connection/

BACKGROUND

Please describe your company and your position there.

brightfin is the leading IT expense management software solution built natively on ServiceNow. I serve as the VP of Strategy and am responsible for items related to our global operating structure, which is how our partnership with Connext was established.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Connext ?

We leveraged Connext as a way to rapidly expand our global footprint in a new geography without the time or expense of establishing a legal entity ourselves.

SOLUTION

How did you select this firm and what were the deciding factors?

Connext was the top partner we found out of ~10 groups we spoke with. Key factors included cost, expertise in hiring for the various roles we sought to fill, and a perceived desire to form a longer-term partnership vs. a one-time transaction.

Describe the project in detail and walk through their service package.

We began working with Connext approximately 7 months ago; they assessed our needs, provided recommended approaches to bringing on talent, and orchestrated all interview processes. They have also continued to be supportive post-hire through ongoing performance management.

How many resources from the vendor's team worked with you, and what were their positions?

Approximately five individuals worked with us ranging from CEO to account manager and onboarding manager.

RESULTS & FEEDBACK

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

Connext was able to allow us to diversify the geographies we operated in extremely rapidly, standing up a core team in under 1 month and expanding from there 5-fold over the following 6 months across a wide variety of roles (client support, development, and everything in between).

How effective was the workflow between your team and theirs?

Highly effective – Connext set up touchpoints at the degree of frequency we required (up to daily) and had a regular exchange of emails to ensure we were not losing cycles due to time zone differences. Initially they also worked with our internal recruiting team to understand the types of candidate profiles we typically looked for to more rapidly target individuals who might be a good fit.

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

Connext has truly listened to our needs across roles and has adjusted their recruiting outreach methodology as required to help us. It is clear that they see our long-term success as an extension of their own.

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

No areas for immediate improvement come to mind – they have been a great partner.

BACKGROUND

Please describe your company and your position there.

I am the CEO of a company that provides outsourced accounting functions, primarily focused in the construction industry.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Connext Global Solutions?

We needed to find a way to reduce our cost structure, while improving our processes and our client experience.

SOLUTION

How did you select this agency and what were the deciding factors?

We had tried working with another company to outsource some of the more repetitive functions, however, we were not able to get consistent results. We decided to work with Connext to build our own team of accountants.

Describe the project in detail and walk through the stages of the project.

We first started with one resource to train them to do Accounts Payable functions. We slowly increased the number of tasks assigned to our resources and improved our processes. Today they make up nearly 2/3 of our workforce. We have also used Connext resources to complete IT development work.

Describe the recruitment process in detail.

We worked with Connext to develop our job descriptions and how to target the correct resources. Initially, we had selected candidates who's skillset was above the tasks that were assigned. We began to refine our job descriptions and created different positions. Today we are able to notify Connext of a resource need and in most cases can have screening, interviews, and placement completed in two to three weeks.

RESULTS & FEEDBACK

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

We have continued to grow our business and increase the number of tasks we are able to outsource. This has enabled us to open another office in a different time zone.

How effective was the workflow between your team and theirs?

Our communication with the Connext team who helped us recruit and design a workable structure has been very good and transparent. The communication with the team of our resources has take time to develop. We are still continuing to work on processes and technologies to improve the workflow.

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

We have enjoyed working with Connext and have developed a deep relationship with the company. As with any business relationships we encounter obstacles. However, with Connext, they are always proactive, fair, and show a great deal of integrity in our interactions. When COVID hit, they were able to mobilize and get all the computers to our resources' homes so that there was no interruption in services. They have continued to be proactive in helping us add resources during the pandemic.

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

We are eager to see Connext expand operations to other geographic areas so that we can recruit talent from other areas.

BACKGROUND

Please describe your company and your position there.

Principal in a real estate development firm managing assets and operating businesses in New York and Texas.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Connext , and what were your goals?

Payroll, AP, AR, back office administration, property management.

SOLUTION

How did you select this firm and what were the deciding factors?

Ran a rigorous process of selecting the firm of various BPO firms globally. Connext customer services and responsiveness was first rate.

Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used.

Hiring and onboarding a controller/manager and three staff resources to manage our financial operations.

Describe their billing or cost structure.

Monthly billing per resource at a fixed rate.

How many resources from the firm's team worked with you, and what were their positions?

Four, one controller and three staff accountants.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the engagement or general feedback about the services?

Very responsive, engaging, professional and likable. We've found the provided resources to be very high quality and wonderful to work with.

Describe their project management style, including communication tools and timeliness.

Google Suite, Skype, Google Voice, Google Chat, Quickbooks and various portals.

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

Professionalism and Responsiveness.

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

Not to speak of - very pleased with the performance.