Ideators

BACKGROUND

Please describe your company and position.

I am an Executive at Shiftboard

Describe what your company does in a single sentence.

Shiftboard is a leading provider of employee scheduling software for shift-based operations in mission-critical industries. Backed by Shiftboard’s tailor-fit solutions, organizations can build adaptive workforce operations that increase operational agility, optimize labor resources, and accommodate workers’ preferences, leading to improved efficiency and higher worker satisfaction and retention rates.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Ideators to accomplish?

• Salesforce CRM Implementation
• Salesforce CRM Modules Development

SOLUTION

How did you find Ideators?

• Online Search
• Referral

Why did you select Ideators over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from Ideators were assigned to this project?

2-5 Employees

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

We decided to implement Salesforce CRM and ERP systems to streamline business processes, enhance customer relationship management, and improve overall efficiency. The purpose of this project scope is to outline the objectives, deliverables, timeline, and responsibilities for the successful implementation.

The scope of work for the Salesforce CRM and ERP implementation includes, but is not limited to, the following activities:

1. Conduct a comprehensive analysis of Shiftboard's existing processes and requirements.
2. Customize Salesforce CRM and ERP solutions to align with Shiftboard's specific needs.
3. Configure and set up user roles, profiles, and permissions.
4. Data migration from existing systems to Salesforce CRM and ERP.
5. Integration with third-party applications used by Shiftboard.
6. Design and implementation of automated workflows and approval processes.

RESULTS & FEEDBACK

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

Key measurable outcomes:

1. Increased Customer Retention Rate: Measure the percentage change in customer retention rate after the implementation of Salesforce CRM and ERP. A higher retention rate indicates improved customer relationship management and enhanced customer satisfaction, leading to greater customer loyalty.
2. Reduction in Average Lead-to-Sale Conversion Time: Measure the average time it takes to convert a lead into a successful sale before and after the implementation. A decrease in this conversion time signifies streamlined business processes and improved efficiency, resulting in faster sales cycles.
3. Employee Productivity Improvement: Measure the overall productivity of employees by tracking key performance indicators (KPIs) such as the number of customer interactions, lead follow-ups, and cases resolved per employee. An increase in productivity indicates that the new systems have successfully optimized workflows and automated processes, allowing employees to focus on higher-value tasks.

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

We thank Ideators for their exceptional project management and seamless delivery throughout the Salesforce implementation. Their expertise, dedication, and commitment significantly contributed to our efficiency and growth.

What was your primary form of communication with Ideators?

• Virtual Meeting
• Email or Messaging App

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

Their expertise in a variety of Salesforce applications, modules and solutions makes them above the market standard!

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

Well, not really! They are doing very well and also excelling their processes. We observed that during our 7-8 months engagement, they made tremendous improvement in everything.

BACKGROUND

Please describe your company and position.

I am a Buyer of Fanatics Inc.

Describe what your company does in a single sentence.

Fanatics, Inc. is an American manufacturer and online retailer of licensed sportswear, sports collectibles, NFTs, trading cards, and sports merchandise, as well as sports betting and iGaming.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Ideators to accomplish?

• Business Analysis & Reports Generation
• Power BI Customized Dashboards
• KPIs Monitoring & Social Intelligence

SOLUTION

How did you find Ideators?

Clutch Site

Why did you select Ideators over others?

High ratings

How many teammates from Ideators were assigned to this project?

2-5 Employees

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

The objective of this project is to leverage data analytics and marketing insights to enhance sales monitoring, brand product promotion, and achieve marketing goals and KPIs. The project will involve collaborating with Ideators to develop effective dashboards and automate marketing efforts. 

Scope of Work: 

1. Data Collection and Integration: 
   1. Identify relevant data sources, including sales data, customer data, website analytics, and social media metrics. 
   2. Integrate data from various sources into a centralized data repository for analysis and reporting. 
2. Data Analysis and Insights: 
   1. Conduct an in-depth analysis of the collected data to identify patterns, trends, and customer behaviors. 
   2. Generate actionable insights that will drive marketing strategies and decision-making. 
3. Dashboard Development: 
   1. Design and develop intuitive and user-friendly dashboards tailored to the company's needs. 
   2. Dashboards should provide real-time access to key performance metrics, marketing KPIs, and sales data.

RESULTS & FEEDBACK

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

We were optimistic for the following outcomes and we successfully achieved them through the help and efforts of Ideators. 

1. Increase in Conversion Rate. 
2. Revenue Growth. 
3. Marketing Cost Optimization. 
4. Customer Engagement Metrics & Improved Customer Segmentation. 
5. Marketing Automation Efficiency.

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

Ideators exhibited excellent project management throughout the engagement. They consistently delivered project milestones on time, maintained clear communication with our team, and proactively addressed any challenges that arose. 

Moreover, they provided valuable training and support, ensuring that we maximized the benefits of the new data analytics and marketing insights. Overall, Ideators customer-centric approach and efficient resource management demonstrated their commitment to a successful partnership.

What was your primary form of communication with Ideators?

Virtual Meeting

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

Well, to our knowledge, the best thing we noticed is their unwavering commitment to delivering timely and valuable solutions that precisely align with the specific needs and goals of our sporting goods company.

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

They can improve upon enhancing their post-project support and follow-up to ensure a smooth transition and continued success in implementing the data analytics and marketing insights within our organization.

BACKGROUND

Please describe your company and position.

I am a Vice President at Norton Lilly International

Describe what your company does in a single sentence.

Norton Lilly International, Inc, is engaged in ship agency services, logistics, brokerage, vessel planning and other marine activities.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Ideators to accomplish?

• MS Dynamics Platform Integration
• New Modules Development

SOLUTION

How did you find Ideators?

Referral

Why did you select Ideators over others?

• High ratings
• Referred to me

How many teammates from Ideators were assigned to this project?

6-10 Employees

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

To Modernize MS Dynamics ERP with new modules and functions, including analysis, customization, data migration, user training, and ongoing support. Excludes hardware upgrades and third-party integrations. Key Deliverables: 

1. Upgraded MS Dynamics ERP system with new modules and functions. 
2. Customized business processes and workflows documentation. 
3. Successful migration of data to the new system.

RESULTS & FEEDBACK

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

We planned and expected following outcomes out of this implementation: 

1. Increased operational efficiency and cost savings, leading to improved productivity and reduced expenses. 
2. Decreased errors, exceptions, and delays, resulting in smoother operations and improved customer experiences. 
3. Assessment of ROI and financial impact to measure the project's value and return on investment.

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

Their project management style demonstrates exceptional organization, effective communication, and proactive problem-solving. They exhibit a strong ability to prioritize tasks, manage resources efficiently, and ensure seamless coordination among team members. Their meticulous attention to detail and focus on achieving project goals have contributed to the successful execution of the project.

What was your primary form of communication with Ideators?

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

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

Well, as per our observation, their dedication to excellence is evident in their innovative approach, thoroughness, and ability to consistently exceed expectations.

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

I think they can work on fostering a culture of continuous learning and improvement, and staying updated with emerging technologies and industry trends.

BACKGROUND

Please describe your company and position.

I am the Senior Manager Sustainability of Algonquin Power & Utilities

Describe what your company does in a single sentence.

Algonquin is a growth-focused company. We have grown through organic initiatives, strategic acquisitions, and the development of world-class renewables.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Ideators to accomplish?

• Data reporting strategy & modules development
• KPIs monitoring dashboards

SOLUTION

How did you find Ideators?

Clutch Site

Why did you select Ideators over others?

• High ratings
• Pricing fit our budget

How many teammates from Ideators were assigned to this project?

2-5 Employees

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

1. Data Management & Integration Strategy: Develop a comprehensive data strategy document that outlines data collection methods, storage solutions, data governance protocols, and data reporting processes. Provide recommendations for data integration tools or systems that support the strategy. 
2. Metric Implementation: Identify and implement a set of metrics aligned with our organization's goals and KPIs. This includes documenting the methodology for calculating and tracking each metric.

RESULTS & FEEDBACK

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

• Increased Metric Accuracy: Measure the improvement in metric accuracy and reliability after implementing the data integration solution. This can be quantified by comparing the consistency and validity of metrics before and after the project, using metrics such as data completeness, data quality, and error rates. 
• Enhanced Reporting Efficiency: Measure the time and resource savings in generating reports and data visualizations. This can be measured by tracking the time taken to generate reports and the reduction in the manual effort required to compile and analyze data. Additionally, feedback from stakeholders regarding the usability and accessibility of reports can be collected to gauge the effectiveness of the reporting strategy.

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

The style followed by the vendor is worth appreciating. They followed agile practice, were always responsive and available to our needs

What was your primary form of communication with Ideators?

Virtual Meeting

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

Their passion for solving complex problems with tech is worth praising.

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

We did not observe anything that needs attention, they are doing well

BACKGROUND

Please describe your company and position.

I am the Safety & Training Manager of Transdev

Describe what your company does in a single sentence.

Transdev United States is the largest private sector operator of multiple modes of transit in North America.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Ideators to accomplish?

• Safety training systems development
• Software QA

SOLUTION

How did you find Ideators?

Online Search

Why did you select Ideators over others?

• High ratings
• Good value for cost

How many teammates from Ideators were assigned to this project?

2-5 Employees

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

By partnering with a software development company, we aim to create a robust Training Development System that empowers our transportation company with efficient, compliant, and engaging training programs, ultimately enhancing our safety standards, operational efficiency, and employee development. Some important deliverables we aim to achieve: 

1. System Design and Development: A fully functional, customized Training Development System tailored to the specific needs and requirements of our transportation company. 
2. User Documentation: Comprehensive documentation outlining the system's features, functionalities, and instructions for system administrators and end-users. 
3. Training and Support: Training sessions for system administrators and end-users to ensure a smooth transition and effective utilization of the system. Ongoing support for bug fixes, maintenance, and system upgrades.

RESULTS & FEEDBACK

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

• Increased Training Efficiency: Measure the reduction in time and resources required to develop and administer training programs. This can be quantified by tracking the average time taken to create training content, schedule and assign programs, and generate reports before and after the implementation of the Training Development System. 
• Improved Training Compliance: Measure the level of compliance with regulatory requirements and industry standards. This can be measured by monitoring the completion rates of mandatory training programs, tracking the percentage of employees who achieve required certifications, and conducting audits to ensure that training content aligns with legal and safety regulations.

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

Ideators worked closely with our teams to define project goals, scope, deliverables, timeline, and resource allocation. Ideators demonstrated a high level of responsiveness, promptly addressing queries, concerns, and change requests. Their quick turnaround time and willingness to adapt to evolving project needs ensured effective communication and minimized delays.

What was your primary form of communication with Ideators?

Virtual Meeting

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

They were able to adapt their software development expertise to align with our training development goals, resulting in a tailored solution that met our unique requirements. This is the best quality we observed in the Ideators' work and culture

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

They are doing well above the industry norms and standards, and improving everyday

BACKGROUND

Please describe your company and position.

I am a manger at Scotiabank

Describe what your company does in a single sentence.

The Bank of Nova Scotia, operating as Scotiabank, is a Canadian multinational banking and financial services company headquartered in Toronto, Ontario. One of Canada's Big Five banks, it is the third-largest Canadian bank by deposits and market capitalization.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Ideators to accomplish?

• Salesforce modules integration
• Service delivery modernization

SOLUTION

How did you find Ideators?

Referral

Why did you select Ideators over others?

• High ratings
• Good value for cost
• Referred to me

What was the size of Ideators’s team?

6-10 Employees

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

Project Scope: 

• Modernization of Service Delivery Modules in Salesforce CRM Scope of Work: 
• Conduct an assessment of our current service delivery modules in Salesforce CRM to identify areas for improvement 
• Develop a detailed plan and roadmap for the modernization project 
• Integrate new features into Salesforce CRM to improve the customer experience, such as chatbots, self-service portals, and mobile applications 

Deliverables: 

• A detailed assessment report outlining areas for improvement and a plan for modernization 
• Implementation of the new service delivery modules in Salesforce CRM 
• Integration with other systems and incorporation of new features to enhance customer experience 
• Ongoing support and maintenance after the implementation 

Timeline: The project is expected to take approximately 6-8 months, with a detailed timeline and milestones to be included in the roadmap documents.

RESULTS & FEEDBACK

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

For this project, we were aiming for the following KPIs and outcomes and we successfully achieved them with the help of Ideators: 

1. Improved efficiency and productivity: The implementation of automation of workflows, integration with other systems, and AI-driven tools should lead to a reduction in processing time by at least 20%, as measured by average service delivery time. The new service delivery modules should enable our team to handle at least 20% more requests per day, as measured by the number of requests processed per day. 
2. Enhanced customer experience : The incorporation of new features such as chatbots, self-service portals, and mobile applications should lead to a 30% increase in customer satisfaction, as measured by customer feedback and surveys. 
3. Data quality improvement: The implementation of new data capture and validation rules should lead to a 50% reduction in data errors, as measured by the number of errors reported in data quality checks.
4. Reduced operational costs: The implementation of automation and integration with other systems should lead to a reduction in operational costs by at least 10%, as measured by the comparison of pre and post-implementation costs.

What was your primary form of communication with Ideators?

Virtual Meeting

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

During the project, Ideators and their members consistently demonstrated strong project management and communication ethics. They were always responsive to requests and provided timely updates on project progress.

Moreover, they consistently delivered project milestones ahead of the agreed-upon deadlines, demonstrating their commitment to meeting project objectives and timelines. Additionally, the vendor maintained transparency at all levels, providing regular status updates and promptly addressing any issues or concerns that arose during the project.

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

In my view, the most impressive quality of Ideators is definitely their problem-solving and understanding skills.

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

They can further enhance their potential in the ERP technologies

BACKGROUND

Please describe your company and position.

I am an Analyst of Edelman Financial Engines

Describe what your company does in a single sentence.

Edelman Financial Engines offers investing and financial planning services, wealth management, and retirement planning. The company was formed by the 2018 merger of Financial Engines and Edelman Financial Services.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Ideators to accomplish?

• Visualization of financial data
• Power BI consulting

SOLUTION

How did you find Ideators?

Online Search

Why did you select Ideators over others?

• High ratings
• Referred to me

What was the size of Ideators’s team?

2-5 Employees

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

The scope of this project includes the following:

1. Analyzing data requirements and identifying the key metrics and KPIs that need to be tracked Designing and developing custom Power BI dashboards that align with our business goals and data needs
2. Providing consulting services to help you optimize your data management processes and improve your overall data strategy
3. Conduct training sessions to ensure that our team is proficient in using the Power BI dashboards and can extract insights from them efficiently.

The deliverables for this project included:

• Customized Power BI dashboards that visualize your data in a clear and meaningful way
• Detailed documentation outlining the key features and functionality of the dashboards
• Recommendations for improving your data management processes and data strategy
• Training sessions to ensure that your team can effectively use the dashboards and extract insights from them.

RESULTS & FEEDBACK

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

Yes, we observed the following key outcomes of this project:

• Increased Data Visibility and User Satisfaction: By tracking the number of users accessing the Power BI dashboards and the frequency of their usage, an increase in data visibility and user satisfaction.
• Improved Data Quality and Efficiency: By tracking the number of data inconsistencies and errors before and after the implementation of the Power BI dashboards, results in an overall improvement in data quality and efficiency.
• Enhanced Decision-Making and Business Outcomes: By tracking the impact of the Power BI dashboards on decision-making and business outcomes, helped us enable data-driven decisions and improve overall business performance.

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

The Ideators' team created a detailed project timeline to establish and plan specific milestones for the delivery of key items. This greatly helped us ensure that items are delivered on time and that the project stays on track. The team stayed ahead of the deadlines all the times.

What was your primary form of communication with Ideators?

Virtual Meeting

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

The most unique thing about Ideators is their young and bold leadership.

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

Ideators worked really above and beyond on our project, and we do not see any flaw in their work.

BACKGROUND

Please describe your company and position.

I am the Customer Success Manager of Cooper Lighting, LLC

Describe what your company does in a single sentence.

We deliver an industry-leading portfolio of indoor and outdoor lighting, lighting controls, and smart lighting systems.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Ideators to accomplish?

• Customer success platform
• Customer success modules in Salesforce

SOLUTION

How did you find Ideators?

Referral

Why did you select Ideators over others?

High ratings, Pricing first our budget

What was the size of Ideators’s team?

2-5 Employees

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

Our scope for this project involved redevelopment and upgrading of our Salesforce CRM to enable some features for our Customer success and Customer experience modules. In order to modernize this module, we searched for a custom software servicing firm with expertise in the Salesforce CRM.

RESULTS & FEEDBACK

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

• Salesforce modules upgrading
• Customer success roadmap development

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

Ideators appeared as per their commitments during the entire project which lasted around 5-6 months. During this period, they followed a quite result-oriented and time-savvy project management style. Their communication was convenient and did not follow any delays in service. Our KPIs and deliverables were always met on time.

What was your primary form of communication with Ideators?

Virtual Meeting

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

We found Ideators to be very cooperative and communicative during our engagement. They are true problem-solvers and this is the best thing about Ideators

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

I believe there is always room for improvement and Ideators are doing their best to improve themselves

BACKGROUND

Please describe your company and position.

I am the Programs Manager of (a/an) Environmental Services

Describe what your company does in a single sentence.

Oakvillegreen is a non-partisan environmental charity that has been helping protect and restore nature through community education and local action since 2000

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Ideators to accomplish?

• Programs management software development
• Digital transformation of social services

SOLUTION

How did you find Ideators?

Online Search

Why did you select Ideators over others?

High ratings, Company values aligned

What was the size of Ideators’s team?

2-5 Employees

What was your primary form of communication with Ideators?

In-Person Meeting, Virtual Meeting

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

We have been in social work for over 2 decades but never came across the need for the digitalization and automation of our systems until COVID-19. Until then it was too late to go on digital platforms and automate our process overnight, so we had a plan to enable digital platforms ahead of COVID-19. For this purpose, we contacted Ideators to help us achieve our goal for 2022 to be digitally enabled and automated social work and NPO. The main project involved the digital monitoring our programms and initiatives.

RESULTS & FEEDBACK

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

• Strategize digital transformation roadmap
• Enable our programs and social work initiatives for digital presence

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

Ideators simplified their work and deliverables with their simpler approach to accomplishing and delivering tasks. They had a convenient and relatively faster turnaround for every deliverable item.

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

In my opinion, they did this project as a part of giving back to the society and environment, and thus this goes for their betterment. They had a good culture of doing social work for the betterment of society.

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

Well. Not in our case, we find everything to be aligned and well-organized throughout the project timeline.

BACKGROUND

Please describe your company and position.

I am the Director of Administration of (a/an) Automotive

Describe what your company does in a single sentence.

JPSMGolf is an exclusive distributor of Cart-Tek, Motocaddy, and Stewart Golf trolleys, bags & accessories, and Canada's leading distributor of motorized trolleys.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Ideators to accomplish?

• Built and launch Shopify store

SOLUTION

How did you find Ideators?

Online Search

Why did you select Ideators over others?

• Pricing first our budget
• Good value for cost

What was the size of Ideators’s team?

2-5 Employees

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

For our e-commerce sales and operations, we wanted to migrate to Shopify enterprise, and thus we had a requirement for a Shopify development agency. Idea was to develop a new store and automate email marketing and inventory management and payment integration for multiple gateways.

RESULTS & FEEDBACK

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

• Design & Wireframes
• Store Development
• Automation Tools and Payment Integration

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

We noticed a simple and communicative way of working with Ideators' team members. We use to communicate milestones and challenges in our weekly progress meeting. They were always responsive.

What was your primary form of communication with Ideators?

• Virtual Meeting
• Email
• Messaging App

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

I think the best they are doing is their end-to-end digital solutions and services verticals which makes them a great tech firm

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

They can add more business domains to address and cater in order to extend their range of clients.