levy

BACKGROUND

Please describe your company and position.

I am the CEO of a software company

Describe what your company does in a single sentence.

We run a marketing technology company that helps B2B marketers acquire customers.

OPPORTUNITY / CHALLENGE

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

• Manage backoffice operations

SOLUTION

How did you find levy?

Referral

Why did you select levy over others?

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

How many teammates from levy were assigned to this project?

2-5 Employees

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

Levy was able to completely manage our back-office operations process. As a small team, we didn't have time to deal with all of the necessary compliance requirements, HR, etc. that applied to our business. We neglected a lot of key internal processes. Levy was able to handle all of this for us, so we could focus on our core business.

RESULTS & FEEDBACK

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

The hours back in our day were incredibly valuable.

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

The levy team is incredibly responsive and takes initiative. Since we're not experts in back-office operations, they help us identify everything we need to continue running a successful business.

What was your primary form of communication with levy?

• Virtual Meeting
• Email or Messaging App

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

Their knowledge on back-office operations was incredibly impressive.

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

No. levy executed everything perfectly and manages our back-office operations efficiently.