What was the scope of their involvement? Specifically, what were the services they provided?
Cris [Director at Preterion] met with the management team at Matrix on numerous occasions to understand the workflow processes that we had and look for ways to improve and develop a CRM solution which would be easy to implement and use.
Our processes were unfortunately predominately manual due to the way in which information was delivered from the vendors (which we had no control over and could not change).
We identified what options we had, taking into account various operating systems (Windows, Linux, etc), cost effectiveness, and ease of implementation without having any downtime.
How did you find Preterion, and why did you decide they would be the best fit for you?
Preterion provided a number of alternatives for the CRM which included open source and proprietary. As we were unable to automate the collection of the financial information provided through the sales channels, we needed a simple but robust solution that would provide the reporting we required and allow multiple access to the Matrix team.
We tested the stability and ease of operation in a test environment for 2 weeks before agreeing to migrate all our existing data (in Excel spreadsheet). The solution became known as MAD (Matrix Administration Application).
How much did the project with Preterion cost?
The total cost of the project was $26,000.
What was the month and year you started working with Preterion? Is the engagement still ongoing or has the project been completed? If the latter, what was the month and year it was completed?
We engaged Preterion in April 2013 and the MAD program was fully implemented and operational by August 2013.
Preterion continues to provide IT support for the MAD solution as well as day-to-day support for the business.