A #digital innovation firm.
Robots & Pencils is a digital innovation firm. We help our clients use mobile, web and frontier technologies to transform their businesses and create what's next.
In 2009, we created Robots & Pencils with the then-contrarian view that mobile would be more transformative than the Internet. Today, our thinking is rooted in the belief that, in the age of unprecedented technology acceleration, maintaining a competitive advantage requires new strategies and a focus on innovation.
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- English
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iOS & Android App Dev for Financial Services Firm
the project
"Their culture was incredible. We didn't just work together and deliver great results; we made lasting friendships."
the reviewer
the review
The client submitted this review online.
Please describe your company and position.
I am the CDO of (a/an) Financial services
Describe what your company does in a single sentence.
Residential Mortgages
What specific goals or objectives did you hire Robots & Pencils to accomplish?
- Native Mobile App Development
- Customer Engagement
- Customer Satisfaction
How did you find Robots & Pencils?
Referral
Why did you select Robots & Pencils over others?
High ratings, Great culture fit, Good value for cost, Referred to me, Company values aligned
What was the size of Robots & Pencils’s team?
6-10 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Native iOS and Android App development including UX design and customer engagement strategy.
What were the measurable outcomes from the project that demonstrate progress or success?
- Development Velocity
- UX Usability
- NPS Results
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Robots & Pencils was fantastic in their support of our mobile app goals. They were amazingly response as we reacted to pandemic impacts and subsequent regulatory, market pivots including the CARES Act.
What was your primary form of communication with Robots & Pencils?
Virtual Meeting, Email or Messaging App
What did you find most impressive or unique about this company?
Their culture was incredible. We didn't just work together and deliver great results; we made lasting friendships.
Are there any areas for improvement or something Robots & Pencils could have done differently?
Nothing comes to mind
Focus
Portfolio
Simplifying loan management with Salesforce
R&P designed and configured a robust, scalable and secure solution using Salesforce, allowing Level Capital to more efficiently manage and report on loan applications, credit approvals, budgets and other important data and documents.
This initial work has set the stage for future Salesforce platform enhancements, including community portals that will provide an elevated user experience for clients and partners and help Level Capital to drive increased engagement and additional business opportunities.
Top-ranking travel app used by millions
Robots & Pencils has helped to keep WestJet on the leading edge for over 10 years by providing mobile strategy and UX guidance as well as iOS development services.
Among the first in the world to launch an Apple Watch app, WestJet continues to stay ahead of the curve and offer their customers a paper-free travel experience. Their top-ranking iPhone and iPad app is used by millions of guests throughout their travel journey. It gives instant access to the information guests need, making booking, accessing trip details, redeeming rewards and using inflight entertainment easier than ever before.
Intelligent, mobile-only banking platform
Varo is breaking down the walls of the brick-and-mortar establishment with disruptive conversational interfaces and data-driven insights. From strategy and user research through to design and development, Robots & Pencils has helped create Varo: a personalized, mobile-only bank offering customers proactive feedback, non-predatory lending products, personal finance analysis and real-time budgeting advice.
Reviews
the project
Salesforce Integration for Transportation Services Company
"Their ability to adapt to changes is impressive."
the reviewer
the review
The client submitted this review online.
Please describe your company and your position there.
I am the Senior Director of Technology Operations at United Road Services. I was recently hired to relaunch and maximizing our Salesforce instance. Without internal resources, we needed to partner with a company that would reboot our Salesforce system with analysis and development.
For what projects/services did your company hire Robots & Pencils, and what were your goals?
The first goal of the project was to do analysis on the current state of the environment. Our Salesforce instance had been around for 10+ years but never had a true "owner". After the analysis of the current state, we needed Salesforce to be at the center of the sales universe. It had to trigger the sales process including order creation into our TMS (Transportation Management System). The system also had to receive updates on the progress of the orders. Previously sales reps had log into multiple systems to quote, place order and log calls. The goal was to accomplish all of this within the Salesforce eco system.
How did you select this vendor and what were the deciding factors?
We met a couple couple larger firms but found R&P as a nimble dev show understood our complicated business and legacy systems. They had expertise not only in the Salesforce but had design, BA and QA teams to assist in the work.
Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.
Using Asana to capture requirements, we met with sales, operations and finance to ensure all the business needs were met. R&P design team presented their findings with FIGMA drawing for instant feedback. Asana cards were handed off to the devs. As the project kicked off, I sent out weekly updates via Asana to keep the sponsors aware of our project goals progress and recent wins.
How many people from the vendor's team worked with you, and what were their positions?
There were 4 people on the team.
- Two Devopler
- Analyst / QA
- Project coordinator
Can you share any measurable outcomes of the project or general feedback about the deliverables?
All sales associates are were removed from the system and can do their job entirely from Salesforce. We started with a few reps and now have expanded to other sales teams and operations.
Describe their project management style, including communication tools and timeliness.
The project management was done through the URS Asana project. We did daily standups on progress on Zoom calls. R&P had open communication with email, slack and Asana.
What did you find most impressive or unique about this company?
Their ability to adapt to changes is impressive. During the project we had a some personnel changes and their were able to fill the void quickly.
Are there any areas for improvement or something they could have done differently?
During the start of the project, R&P did not have any inhouse resources available to use. They hired contractors who were new to R&P.
the project
iOS & Android App Dev for Financial Services Firm
"Their culture was incredible. We didn't just work together and deliver great results; we made lasting friendships."
the reviewer
the review
The client submitted this review online.
Please describe your company and position.
I am the CDO of (a/an) Financial services
Describe what your company does in a single sentence.
Residential Mortgages
What specific goals or objectives did you hire Robots & Pencils to accomplish?
- Native Mobile App Development
- Customer Engagement
- Customer Satisfaction
How did you find Robots & Pencils?
Referral
Why did you select Robots & Pencils over others?
High ratings, Great culture fit, Good value for cost, Referred to me, Company values aligned
What was the size of Robots & Pencils’s team?
6-10 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Native iOS and Android App development including UX design and customer engagement strategy.
What were the measurable outcomes from the project that demonstrate progress or success?
- Development Velocity
- UX Usability
- NPS Results
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Robots & Pencils was fantastic in their support of our mobile app goals. They were amazingly response as we reacted to pandemic impacts and subsequent regulatory, market pivots including the CARES Act.
What was your primary form of communication with Robots & Pencils?
Virtual Meeting, Email or Messaging App
What did you find most impressive or unique about this company?
Their culture was incredible. We didn't just work together and deliver great results; we made lasting friendships.
Are there any areas for improvement or something Robots & Pencils could have done differently?
Nothing comes to mind
Robots & Pencils pleased the client with their development velocity and the app's UX usability and NPS results. They also effectively adapted to the changes caused by unexpected challenges. Moreover, their team supported the client's goals and responded promptly via email and messaging apps.