What evidence can you share that demonstrates the impact of the engagement?
My goal was to alleviate my worry about trading while I was doing my full-time job—which they achieved with the software. That’s a huge impact for me. The application is reliable, has all of the features I required, and runs as I intended it to. I’m very pleased.
How did Merlion Solutions perform from a project management standpoint?
They were friendly and knowledgeable. I checked in frequently to make sure they hadn’t deviated from the task, and they always provided updates. The co-owner was highly involved and would troubleshoot when I needed it. We maintained fluid feedback back and forth because I wanted to get the job completed as quickly as possible while ensuring it worked correctly.
What did you find most impressive about them?
I really valued their knowledge of different platforms. For example, they were able to integrate a specific API for my broker account. It wasn’t open source, but they found the documentation and made it happen. That proved to me that not only do they know what they’re doing in terms of skillset, but they’re also resourceful. They told me that they had never seen anything like it before, but they pushed through and were successful.
Are there any areas they could improve?
No, everything went well.
Do you have any advice for potential customers?
Lay out all of the specific requirements at the outset. That way you won’t find yourself halfway through the project having to readjust the code—or even start over—because something was forgotten. Be as detailed as possible; I provided a written document as well as the mathematics behind it. I was also always available if they had any questions. Give them as much information as possible and check in with them regularly.