Inovi Solutions

BACKGROUND

Please describe your company and position.

I am the Family Resource & Scholarship Manager of a non-profit company

Describe what your company does in a single sentence.

We support early childhood education programs and families to help make high quality early childhood education more accessible to families in Georgia.

OPPORTUNITY / CHALLENGE

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

Create a system to manage our entire scholarship program.

SOLUTION

How did you find Inovi Solutions?

Referral

Why did you select Inovi Solutions over others?

• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from Inovi Solutions were assigned to this project?

2-5 Employees

What was your primary form of communication with Inovi Solutions?

• Virtual Meeting
• Email or Messaging App

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

Inovi Solutions helped us create a system in salesforce to manage our entire child care scholarship program. They created multiple applications and a flow so families can apply, we can approve them for a scholarship, create accounts for them, connect them with child care providers, create accounts for child care providers, create a way for providers to fill out attendance for each child on a weekly basis, track attendance and create reports easily to see how many families we are serving and all of the details that encompass our program.

RESULTS & FEEDBACK

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

Our payment process went from taking us 4-6 hours to less than 30 minutes. Pulling reports can be done within seconds as opposed taking hours.

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

They were very responsive and kept us up to date on any changes or challenges. Our first project with them took longer than anticipated as I think the scope of work was not fully understood and our program was much more complex than anticipated. However, the second project we worked on with them was finished prior to the deadline.

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

The staff is very friendly and responsive. I was impressed that they could understand our complicated programming and find solutions to all of our problems, no matter how complex.

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

I think having separate email accounts just for testing programs would be helpful. Taking more time to test the product to ensure the kinks are worked out. And maybe having a form for us to fill out to request changes/needs as opposed to us emailing the requests or putting it on a word document - I think it would help to make things more clear for them.

BACKGROUND

Please describe your company and position.

I am the Program Manager of JLS Automation

Describe what your company does in a single sentence.

We supply easy-to-use hygienic robotic packaging solutions for the food industry that solve complex packaging challenges.

OPPORTUNITY / CHALLENGE

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

• Get real-time visibility into costs (service costs)
• Eliminate redundant data entry (by service technicians)
• Integrate disparate systems (data collection & billing systems)

SOLUTION

How did you find Inovi Solutions?

Referral

Why did you select Inovi Solutions over others?

• High ratings
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

What was the size of Inovi Solutions’s team?

2-5 Employees

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

• Integrate our ERP with Salesforce via Data Loader API 
• Integrate our Expense System (Concur) with Salesforce via direct API
• Ingest Time & Expense data from integrated systems
• Revise work order and service appointment architecture and implementation 
• Setup reporting functionality for service support invoicing from ingested data
• Developer Testing & Debug
• Support User Testing & Debug
• Deployment from Sandbox to Production Environment 
• Migrate legacy data to match new architecture
• Support transition to operations

RESULTS & FEEDBACK

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

• Reduction in Data Entry Time
• Time to Generate Invoice

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

Inovi project management was effective and straightforward. We had a detailed scope of work to start the project, and as changes arose throughout the project, changes orders were captured. We had a weekly meeting cadence that allowed for good communication with ad hoc messaging in between as necessary. The project was delivered in line with expected schedule and scope.

What was your primary form of communication with Inovi Solutions?

• Virtual Meeting
• Email 
• Messaging App

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

The team had a very organized approach towards capturing what needed to be done, conveying that to a budget-friendly offshore team, and executing upon the vision. The Salesforce CRM marketplace is flush with many skilled developers, but Inovi is uniquely positioned to deliver that high level of capability in a budget-friendly way.

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

There are no significant areas that I'd like to see for improvement at this time.

BACKGROUND

Please describe your company and position.

I am the CFO/VP of Carolina Filters, Inc.

Describe what your company does in a single sentence.

Indoor Air Quality.

OPPORTUNITY / CHALLENGE

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

• Implement Accounting Seed
• Implement Avalara

SOLUTION

How did you find Inovi Solutions?

Referral

Why did you select Inovi Solutions over others?

• Good value for cost
• Referred to me

What was the size of Inovi Solutions’s team?

6-10 Employees

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

Implementation of Accounting Seed.

RESULTS & FEEDBACK

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

• Go-Live Date
• Minimal Issues after Go-Live

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

Inovi delivered items on time. They are quick to respond to any requests that we had.

What was your primary form of communication with Inovi Solutions?

• Virtual Meeting
• Email or Messaging App

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

Their amount of resources. They have a large dedicated team that solved any issues we had rapidly.

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

No. Everything meet/exceeded my expectations.