What evidence can you share that demonstrates the impact of the engagement?
The software is live, but we’re in the process of transferring data over from the previous system. We didn’t want to sacrifice any of the older data. We’re still pending the access of the external portal to the clients, so we’re waiting on tracking the business impact.
It will be a game-changer for us because it will ease the process for our clients. In terms of our own productivity, moving data is a bit of a time crunch, but with newer cases, it’s been faster. All of the documentation and reminders are working the way we want them to.
Miles Technologies is incredibly nimble. Since we’ve gone live, they’ve said that they don’t like how certain things are working and suggested changing the structure to improve accessibility. I can manipulate things a little bit more, getting the reports and activities that I need.
How did Miles Technologies perform from a project management standpoint?
There is a website where they submit project documents and invoices. Mostly, we communicate through emails and phone calls. With the help of Tom, we did our data migration entirely through Google Sheets.
What did you find most impressive about them?
Their communication style stands out.
Are there any areas they could improve?
I went into this completely unprepared with no software background. In a year, they’ve managed to get the information they needed from me to build an entire operating system. The only thing I’ve come to realize late in the game is that when you’re talking to programmers, you have to be careful about what you’re saying. It’s a literal process, which had me taken aback. I would use the word ‘subsequent,’ and it would happen right after that.
Do you have any advice for potential customers?
Clients should make sure that they explain what they’re looking for. I made sure to take the time to explain our process so that they could understand my end goal. When I thought that I finally understood their language, it didn’t work out so well.