What evidence can you share that demonstrates the impact of the engagement?
We’ve increased our volume of purchases. Peeklogic’s support has moved our workflow away from paper and spreadsheets, and it has stopped us from forgetting to add data.
Previously, I would need to spend an hour processing the inventory and paperwork for each vehicle. Now, it takes minutes.
For example, they created a back-office inventory system to manage the vehicle purchases we perform on behalf of clients. Each time we make a purchase, data is transferred at the click of a button from the vendor’s website to our Salesforce. (Prior to that, it was a copy-paste process, taking us 3–4 minutes to enter in one inventory item.)
Also, after purchases, there would be 15 pages to fill in manually. We’d write those up in Word or Excel, print them out, and present them to the client to sign. It used to take days to get the client into the office to sign the paperwork.
Now, none of that exists. PDFs that get sent automatically to the client through email, and they sign it with an application called HelloSign, which is integrated with Salesforce. It’s semi-instant.
How did Peeklogic, LLC perform from a project management standpoint?
They’re more on top of it than me. They’ll keep asking me for info. Then, when I have the time, I’ll punch in 20 different tasks, and they’ll have questions about each one. I like them because they’re on top of me, and they get in touch about tasks weekly. I can ask them a quick question on Skype, and they respond in minutes, if not seconds.
What did you find most impressive about them?
I’m impressed by their non-traditional way of doing things. I requested multiple proposals, and every provider wanted all of the requirements at once.
I just didn’t have those. I come up with new things daily, and Peeklogic was the only company that agreed to work that way.
Are there any areas they could improve?
Since I’m not a developer, there’s nothing I would suggest. If I could have them in my office, that would be an improvement. Working remotely is a challenge, but it’s not any deficiency of theirs.
Do you have any advice for future clients of theirs?
I’d recommend laying out all the requirements without exaggerating. If Peeklogic sees everything the client needs, especially if they have visuals or personal contact, the process will go smoother.