What was the scope of their involvement?
The first phase was a discovery process to help them understand what we do on a high level. Then, they asked a bunch of questions about how we hope to use the platform in the initial stages. They also asked about our long-term hopes for the later phases of the platform.
Once they had a good understanding of where we were headed, they built a prototype. Along the way, they asked us to engage multiple parties in demoing different stages and functionalities to ensure the product would be what we actually needed. During the development process, there was a lot of collaboration, dialogue, and reviews.
After our testing phase was established, we moved into the production and release phases. We had a successful initial release, migrating our clients from an archaic system to the cool new system Fusionbox created for us.
Since the initial rollout, we’ve worked with them multiple times to make improvements and add new functionality. Each time, it’s been a condensed version of the original phases with a heavier lift in the beginning. They’re doing a great job of understanding what our needs are, testing different options, asking us to select one, and then moving forward into production.
What is the team composition?
We have one main point of contact at Fusionbox. She does a great job of pulling in different folks depending on the conversation we’re having. For the majority of the time, the team has consisted of one person, but during all hands on deck meetings there can be as many as 8–9 people.
Molly (Digital Project Manager, Fusionbox) guides our work. She pulls in a designer for UX and visual layout services, and she pulls developers to talk about specific technical solutions for our problems.
We also have a great relationship with their billing department. The main billing contact was helpful in connecting us with another firm for a Salesforce customization solution.
How did you come to work with Fusionbox?
We were hoping to find somebody local in the Denver area, so we started asking around. We evaluated a few different organizations. Fusionbox was recommended by another group that had helped us build our website.
One of the things we really appreciated about Fusionbox was their transparent, open engagement process. Also, their focus on security was one of the factors that put our decision over the edge (we deal with sensitive client information). Mostly, it was their professionalism and relational approach that really won us over.
How much have you invested with them?
We’ve invested about $500,000 so far.
What is the status of this engagement?
We started working together in September 2016, and the partnership is ongoing. We just wrapped up another release last month.