What evidence can you share that demonstrates the impact of the engagement?
The video concisely explains the claims process, but at the same time, it gives enough detail so that clients can understand how the process works and why they need to do it.
Internally, we’ve gotten great feedback, and it’s definitely taken off. Our account management team is the one that requested this video; it’s going to be most useful to them because they interface with clients. They now have the video at their disposal when they onboard clients, and we’ve only gotten great feedback that the video looks good aesthetically, it’s short enough that it’s not overwhelming, and the quality overall is a huge step up from the basic training deck we had before.
We’ve been able to create some other pieces of content from the video. We’ve done screengrabs and created training manuals from the video to supplement it.
How did PUSH Collaborative perform from a project management standpoint?
I thought it was really smooth. We primarily communicated through email. Rohan always followed up with next steps and outlined what the timeline looked like. Then, he’d notify us when the video was ready for review, and we could easily go into Vimeo and add our feedback. He was pretty timely at incorporating that feedback.
Based on the nature of the project, we knew there would be a lot of back and forth, but Rohan managed expectations really well. He had a solid understanding of what direction we wanted to take the video in. I didn’t feel like there was an unnecessary amount of back and forth; it was the perfect amount. They had a clear communication style.
What did you find most impressive about them?
Their expectation management was noteworthy. Rohan outlined the details of the project from the start, so it was pretty clear how it was going to work. He was very receptive to our ideas and feedback, and he turned things around quickly. We really felt like he covered all of the bases, from when we were trying to select a voiceover actor to the type of animation we wanted. Everything was clearly drawn out; there wasn’t a misunderstanding of what we wanted to convey. Overall, it was smooth. They worked really well with us.
Are there any areas they could improve?
Honestly, not that I can think of. I thought it ran pretty well.
Any advice for potential customers?
One of the primary things that you need to layout on the table is your business objectives. If you layout the issue you’re trying to solve, it’s a lot clearer for whoever is trying to help you. They need to understand what they’re working on, what it’s actually going to do, and what purpose it serves. As long as you communicate that well from the start, you can definitely manage expectations better.