Haile Solutions LLC

BACKGROUND

Please describe your company and position.

I am the Global Finance Director of We Are Social

Describe what your company does in a single sentence.

We Are Social is a global socially led creative agency

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Haile Solutions LLC to accomplish?

• Implementation of Deltek WorkBook in We Are Social UAE and Netherlands
• Strategic advice on the implementation of Deltek WorkBook in Spainish market
• Strategic advice of future state PSA/ERP solutions

SOLUTION

How did you find Haile Solutions LLC?

Referral

Why did you select Haile Solutions LLC over others?

Referred to me

How many teammates from Haile Solutions LLC were assigned to this project?

1 Employee

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

I was introduced to Mike through a consultant I had worked with previously. We needed assistance to migrate two subsidiaries onto the Group ERP in a short space of time. Mike was able to quickly get up to speed with the intricacies of each market, summarise a range of options with recommendations, and complete the migrations quickly and accurately. Since then, we have welcomed Mike's advice on how to better manage our existing system stack and start thinking about what a future state should look like.

RESULTS & FEEDBACK

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

• Sucessfully completed onboarding. 
• Ongoing consultancy advice. 

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

Mike was very responsive and worked to ensure we could complete the migrations on a tight timeline. 

What was your primary form of communication with Haile Solutions LLC?

Virtual Meeting

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

I've appreciated Mike's ability to draw of his techical and regulatory knowledge to recommded a range of system/process solutions and provide recommendations that fit the context of the business.

Are there any areas for improvement or something Haile Solutions LLC could have done differently?

None that come to mind

BACKGROUND

Please describe your company and position.

I am the Director, Project Management DPS of Deltek Inc

Describe what your company does in a single sentence.

Software and IT Consulting

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Haile Solutions LLC to accomplish?

• Senior Project Management for our customer's software implementation projects
• Senior ERP Software implementation consulting
• Project Coordination of ERP consulting services

SOLUTION

How did you find Haile Solutions LLC?

Referral

Why did you select Haile Solutions LLC over others?

• High ratings
• Great culture fit
• Referred to me
• Company values aligned

How many teammates from Haile Solutions LLC were assigned to this project?

2-5 Employees

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

Project Management of ERP Implementations from initiation to closing

ERP Business and application consulting in implementation projects

Project Coordination of Consulting services for ERP customers, ad hoc services 

RESULTS & FEEDBACK

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

Incredible level of accountability, expertise and trust - we can always trust that Mike and his team represents our company on the same level as any of our in-house Project Managers and Project Coordinators. 

Successful implementation project deliveries and project coordination, with excellent client-vendor relationships. It's always easy to work with Mike and his team. 

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

They always deliver the projects to our standards, on time budget and scope where possible. Our needs are always well taken care of as if they were their own. 

What was your primary form of communication with Haile Solutions LLC?

• Virtual Meeting
• Email or Messaging App

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

The level of trust, accountability and expertise is always unmatched with Mike and his team. We have worked together for a long time and hope we still will for the unforeseeable future! 

Are there any areas for improvement or something Haile Solutions LLC could have done differently?

We would love for more of Haile's Solutions team to be available throughout Europe and the US. 

BACKGROUND

Introduce your business and what you do there.

I’m the SVP of operations at Citrus Health Group. We’re a boutique consultancy that helps life sciences companies optimize commercial development and launch success through strategic services in commercialization, medical affairs, market access, and scientific communications.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Haile Solutions LLC?

We needed a team who was very familiar with accounting-level finances within Deltek WorkBook who could help us ensure the finances in the system were aligning with the type of revenue recognition/accounting we were doing.

SOLUTION

What was the scope of their involvement?

Haile Solutions LLC has helped us through many scenarios, including launching a new company within our instance of Deltek WorkBook, troubleshooting complex finance issues we’ve run into within Deltek WorkBook, creating unique reports within Deltek WorkBook, and developing and testing new streamlined solutions within WorkBook (using automated workflows and AI).

What is the team composition?

We work with 2–5 teammates from Haile Solutions LLC.

How did you come to work with Haile Solutions LLC?

Someone referred Haile Solutions LLC to me. I chose them because their pricing fit our budget, they offered good value for the cost, their company values aligned with ours, and I had previous experience working with Mike.

What is the status of this engagement?

We started working with them in October 2023, and our engagement is ongoing.

RESULTS & FEEDBACK

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

Thanks to Haile Solutions LLC, we’ve been able to turn finances around in WorkBook and feel much more confident that the types of calculations the system is using and the data output we’re getting are in alignment with the way we’re required to report finances to our investors.

How did Haile Solutions LLC perform from a project management standpoint?

Haile Solutions LLC is very responsive and works hard to resolve issues quickly.

What did you find most impressive about them?

Their level of understanding on the finance side is impressive. They have former accountants on their team, which has been essential in verifying that the data we’re importing at each launch of a new company in Deltek WorkBook is accurate and will be usable once uploaded.

Are there any areas they could improve?

No, there aren’t any.