RT Dynamic

BACKGROUND

Introduce your business and what you do there.

I work for a Canadian mental health association. We have several programs offering services to one of the largest municipalities in all of Canada. On top of that, we have a special program that services citizens of Ontario for mid to moderate depression and anxiety. I’m the senior director of digital strategy and experience.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with RT Dynamic?

When I joined the organization, it was clear that we required another health information system to manage our programs. I had some expertise but needed to engage with someone that had SuiteCRM expertise.

SOLUTION

What was the scope of their involvement?

We’ve been engaged in several short-term projects for the past year and a half. Much of their work is the customization of our SuiteCRM. Going far beyond creating fields, they’ve built backend functionalities for some of our entities whether its contacts, clients, or practitioner cases. We’ve also needed to pull information from an external database on occasion, and they were able to do so due to their awareness of how the API works in SuiteCRM.

For our SurveyGizmo project, we needed a way to full information automatically through the API. I provided them with documentation, and they returned with a prototype within a few days.  

What is the team composition?

Normally, I work with one point of contact. He has about four developers and analysts working with him, so he CCs his team in our communication for transparency’s sake. 

How did you come to work with RT Dynamic?

We originally had another partner in the United States. However, I decided to look around for a partner that was located closer to us when they were acquired by another company. I took a look at companies contributing to the SuiteCRM codebase. After speaking with them, I gave them a test assignment to confirm that they were capable of handling a long-term engagement with us. Their pricing was also impressive.

How much have you invested with them?

We’ve spent between $10,000–$15,000.

What is the status of this engagement?

We started the engagement in May 2019, and it’s ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

In our first engagement, I was impressed by how quickly they could understand our requirements and an API that they’d never worked with before. They’ve saved us time and done fantastic work. I’m happy with what they’ve delivered and don’t intend to search anywhere else for a partner. 

They know PHP and SuiteCRM very well, handling sophisticated projects. If we need to make a small change to documentation or code, we were able to do so as well. I appreciated them delivering the work in a manner that we could easily take over and manage ourselves. 

How did RT Dynamic perform from a project management standpoint?

If there are disagreements or misunderstandings, we’re able to quickly iron out issues and ambiguity. We commonly share screens during meetings to determine whether or not we’re heading in the right direction. Otherwise, I can provide more clarity on my expectations. 

What did you find most impressive about them?

They can deliver quickly and truly want to do a good job. If there’s doubt or misunderstandings, they’re proactive in clearing it up. Their expertise and accommodating attitude make them great to work with.

Are there any areas they could improve?

They’re a west coast team, so our time zone is different. It really hasn’t been a huge issue, though.

Do you have any advice for potential customers?

Make sure you develop well-defined requirements through text and visuals.

BACKGROUND

Please describe your company and position.

I am an executive at PitchPoint Solutions

Describe what your company does in a single sentence.

ID Validation and Fraud Risk assessment

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire RT Dynamic to accomplish?

• Client Facing CRM

SOLUTION

How did you find RT Dynamic?

Referral

Why did you select RT Dynamic over others?

• Referred to me
• Company values aligned

How many teammates from RT Dynamic were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

SuiteCRM Upgrade including all our custom code

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Working system upgrade

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They were on time and on budget.

What was your primary form of communication with RT Dynamic?

Email or Messaging App

What did you find most impressive or unique about this company?

Quick response and the ability to understand our needs

Are there any areas for improvement or something RT Dynamic could have done differently?

none come to mind