Sidetool

BACKGROUND

Please describe your company and position.

I am the CEO of Anecdotal Media

Describe what your company does in a single sentence.

We're a marketing agency helping nonprofits to reach new audiences by telling better stories.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Sidetool to accomplish?

• Reduce friction for customer signups
• Create a system that was easy to manage on the backend
• Increase signups on the website
• Reduce the response time to those who had requested info

SOLUTION

How did you find Sidetool?

Online Search

Why did you select Sidetool over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from Sidetool were assigned to this project?

2-5 Employees

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

SideTool was asked to help build a complex automation that would respond to website inquiries in a timely way, allow for multiple types of customer journeys, and ultimately reduce the friction that had existed for users trying to sign up on the website.

RESULTS & FEEDBACK

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

The outcomes were to have them build an automation using GoHighLevel. We could see weekly progress when we'd meet. The client changed direction several times and they always were accommodating with these changes.

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

They delivered items on time. I would email them whenever the client requested a new change and their project manager always responded in a kind and timely way.

What was your primary form of communication with Sidetool?

Virtual Meeting

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

The representatives of Sidetool were always very accommodating even though the scope of work kept changing. Their developers are very skilled and were capable of executing any technical feature we requested.

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

None.

BACKGROUND

Please describe your company and position.

I am the COO of Uncouscious Moderation

Describe what your company does in a single sentence.

App on IOS and Android to change the realationship with alcohol. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Sidetool to accomplish?

• Code audit
• Generate an app install button on google search
• Set up OneSignal push notifications and emails

SOLUTION

How did you find Sidetool?

Upwork

Why did you select Sidetool over others?

Good value for cost

How many teammates from Sidetool were assigned to this project?

2-5 Employees

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

Project Scope:

Technical audit and risk assessment report

Refactoring recommendations and production readiness plan

Google Install Button (PWA) implementation

OneSignal notification system (push, email, in-app)

Cross-platform testing and performance benchmarks

Final deployment checklist and QA documentation

RESULTS & FEEDBACK

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

They delivered a full audit of the code via Google Docs

When users search for Unconscious Moderation on Google, the install button now appears, reflecting the app’s improved visibility and functionality.

OneSignal was fully set up and activated, enabling our team to manage and automate push notifications directly within the app for user engagement and retention.

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

The OneSignal team was organized, responsive, and clear in their communication. They managed the project efficiently, delivered all items on time, and provided detailed updates throughout the process.

What was your primary form of communication with Sidetool?

Virtual Meeting

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

Sidetool was responsive and proactive, making everything run smoothly.

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

The only area for improvement would be how the final project results are presented. It would be helpful if Sidetool showcased the outcomes through real-time testing or live examples. In our case, we were the ones who noticed the install button appearing on Google, but the team didn’t demonstrate the final OneSignal setup results visually or in real time.

BACKGROUND

Please describe your company and position.

I am the Managing Director and Project Management Officer of My Athlete and Ronin Volleyball

Describe what your company does in a single sentence.

Provide a hub of services to athletes that are looking to excel in their sport including recovery services.  

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Sidetool to accomplish?

• Provide additional support for a project in flight
• Take on additional responsibilities where there was more expertise than the current supplier
• Provide ongoing support in production and future releases

SOLUTION

How did you find Sidetool?

Vendor was brought on by previous Manager

Why did you select Sidetool over others?

• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from Sidetool were assigned to this project?

2-5 Employees

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

• Project Management, provided a single point of contact to manage the deliverables 
• Requirements, provided some not a lot of documentation for requirements, informal methods were used and deemed acceptable 
• Tested the application before releasing to us
• Release Management, provide key notes for each release 
• Work balanced, provided guidelines to prioritize workload 
• Launched new application / platform to support our business 
• Reworked and programed key functions not completed by previous vendor 
• Provided best practices and help implement key IT Standards for application

RESULTS & FEEDBACK

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

Agreed upon features were lauched on time

Defects/ bugs were fixed in a timely manner 

Agreement on priority of deliverables 

Sidetool acted with sense of urgency 

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

The majority of items were delivered on time.  There were a few things missing that were a result of change of resourcing however it was not a show stopper.  The critical items were dealt with by Sidetool.  Sidetool used key tools to manage and organize their work.  It seemed organized in a way our teams can understand so we agreed to use the same tools to stay organize and for logging key decisions and agreements.  

What was your primary form of communication with Sidetool?

• Virtual Meeting
• Email or Messaging App

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

I appreciate their ability to adapt to changing timelines and priorities. Also the patience to  work with team members on our side who may not be exposed to IT or Project Management Standards.  They also work with pace, urgency and always professional.  Mateo our key contact/ Project/Product Manager is always available when we need to contact him for anything big or small. 

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

I would say help us anticipate more features and usability where it makes sense.  Sometimes I think we build for the moment and current customer behaviours and not thing for the future.  Also we made a few mistakes during testing phase and realized we had no way of correct our own errors so we need to provide requirements to delete or update records, I think this particular item should have been table stakes.  Even the simple thing if "Forgetting Passwords" we had to ask for that instead of a given feature to launch with.  I would say helping us articulate the basics instead of assuming we are getting the basics without asking for it.  

BACKGROUND

Please describe your company and position.

I am the Product Manager of iUNGO

Describe what your company does in a single sentence.

iUNGO is a regional company that specializes in providing technology, innovation, and consulting services to enhance critical business processes for its clients.  They offer a range of solutions, including Robotic Process Automation (RPA), e-commerce applications, and omnichannel communication platforms, aimed at optimizing operations.  iUNGO delivers comprehensive technology and service solutions, spanning Business Process Outsourcing (BPO), Information Technology Outsourcing (ITO), and digital transformation, to add value to their clients' core business functions. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Sidetool to accomplish?

• We engaged Sidetool to develop an AI agent capable of taking live orders for McDonald's restaurants. The goal was to create a seamless, human-like ordering experience while integrating with various APIs to retrieve customer information, delivery details, pricing, and available add-ons in real-time.
• Enhance and scale ITO and BPO operations
• Improve client satisfaction and offer disruptive solutions

SOLUTION

How did you find Sidetool?

Referral

Why did you select Sidetool over others?

• High ratings
• Close to my geographic location
• Great culture fit
• Good value for cost
• Company values aligned
• Cutting-edge solutions

How many teammates from Sidetool were assigned to this project?

2-5 Employees

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

The Voice AI Agent project focuses on automating voice-based order-taking for businesses via AI-powered interactions. The AI agent is designed to integrate seamlessly with existing systems, improving order accuracy, reducing call handling time, and optimizing efficiency during peak hours.

The implementation involves:

• Voice-based AI agent: Automating customer order-taking through phone calls.
  Integration with business systems: Ensuring seamless data flow between AI, POS, and location services.
• Scalability and performance monitoring: Deploying gradually, starting with internal testing before full-scale implementation.
• Order validation and accuracy improvements: Utilizing AI-driven language models and error-checking processes to ensure precise order processing.
• Performance tracking and optimization: Monitoring customer satisfaction, response accuracy, and AI efficiency metrics.

Key Deliverables:

1. AI Voice Agent Development: 
   • AI model capable of handling voice orders, understanding modifications, and responding in real-time.
   • Implementation of voice cloning technology for a natural interaction experience.
2. System Integrations: 
   • POS System Integration: Directly processing orders through backend systems.
   • Location API Integration: Verifying customer locations for delivery/pickup.
   • Client and Order APIs: Ensuring seamless data storage, order validation, and retrieval.
3. Testing & Deployment Phases: 
   • Internal Testing: Ensuring order processing accuracy and response efficiency.
   • Initial Rollout: Handling peak-hour orders in limited locations.
   • Scaling Phase: Expanding to cover a larger portion of orders.
   • Full Deployment: AI agent managing voice orders across all designated locations.
4. Call Flow Design & Optimization: 
   • Customer interaction design: AI-driven order-taking process, modifications, and confirmation.
   • Fallback Mechanism: Routing to human agents when necessary.
5. Performance Monitoring & Metrics Tracking: 
   • Order accuracy: Target ≥ 80%.
   • Error rate: ≤ 10%.
   • Average call duration: ≤ 4 minutes.
   • Customer satisfaction: ≥ 85% positive sentiment.
   • Exportable call data for comparison with human agents.
6. Data Handling & Security Measures: 
   • Real-time address validation via location APIs.
   • Call recording and analytics storage for future improvements.
   • Data privacy measures for handling customer interactions securely.
7. AI IVR Rollout Strategy: 
   • Gradual activation based on performance.
   • Continuous monitoring, refining AI interactions, and fallback routing for seamless operation.

RESULTS & FEEDBACK

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

Through our collaboration, we successfully developed the Voice AI Agent to streamline order-taking with high accuracy and efficiency. The AI agent delivers seamless and natural interactions, accurately processing orders with an 80%+ accuracy rate while maintaining an average call duration of ≤4 minutes. It understands customer modifications, provides real-time order confirmations, and ensures smooth transactions—replicating everything a human agent can do. Additionally, it can handle high call volumes simultaneously, significantly reducing wait times and enhancing the overall ordering experience through real-time analytics and continuous optimization.

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

The project management has been structured and responsive, with regular check-ins to track progress and align on key milestones. Deliverables were met within the planned deployment phases, ensuring a smooth rollout. Communication remained clear and proactive, allowing for timely adjustments based on performance metrics and feedback. Their flexibility and adaptability enabled seamless integration of modifications, ensuring the AI agent met operational requirements while continuously optimizing performance. The collaboration was efficient and effective, driving successful implementation and scalability.

What was your primary form of communication with Sidetool?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

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

What impressed us most about this team was their innovative approach to AI-driven automation and seamless execution. Their ability to integrate advanced language models, voice cloning, and real-time analytics created an AI agent that feels truly human-like in interactions. Their proactive problem-solving, adaptability to feedback, and commitment to optimizing performance set them apart, making them a highly valuable and forward-thinking partner in the automation space.

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

There are no areas for improvement with Sidetool, as their service consistently exceeds expectations. Their execution, responsiveness, and innovation ensure seamless and effective solutions, making them a highly reliable and valuable partner.

BACKGROUND

Please describe your company and position.

I am the Product Manager of Oppidan Education

Describe what your company does in a single sentence.

Oppidan Education specializes in providing personalized mentoring services to schools and private clients.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Sidetool to accomplish?

• Build a comprehensive web application to replace our Airtable system
• Developing a platform that would allow us to efficiently manage different user roles

SOLUTION

How did you find Sidetool?

Linkedin

Why did you select Sidetool over others?

• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Sidetool were assigned to this project?

2-5 Employees

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

Sidetool was engaged to develop a comprehensive web application from scratch to manage our entire in-school mentoring program workflow. Their team delivered a full-featured platform with role-based access control for four distinct user types: Oppidan administrators, school staff, mentors, and proof readers. 

The key deliverables included a user management system, an event scheduling module for coordinating mentoring sessions at schools, a reporting system for mentors to document student performance, and a review workflow for proof readers to approve or request changes to these reports. 

These solutions were instrumental in centralizing our previously scattered data management system into a single, cohesive platform, giving us the potential to transition away from our Airtable setup to a scalable, custom-built solution that could streamline our mentoring operations in schools.

RESULTS & FEEDBACK

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

Through our collaboration with Sidetool, we have have the potential to achieve significant improvements in our system architecture, including the successful development of a custom web application that consolidates all our mentoring program operations into a single platform, replacing our previous multi-spreadsheet Airtable setup.

These results led to the creation of a streamlined system where we now have the option to assign mentors to school events, create detailed student performance reports, and have them properly reviewed through a structured approval process.

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

Sidetool's project management demonstrated strong commitment to our project's success, particularly in their ability to adapt and respond to challenges. While we experienced some delays to delivery, due to the complexity of understanding our unique mentoring workflow, their team showed remarkable dedication in working through these challenges. 

They maintained consistent communication through regular meetings and were always responsive to our questions and concerns. What stood out was their persistence and flexibility - when we faced difficulties in aligning our vision for the platform, they worked closely with us to clarify requirements and adjust their approach. Their willingness to iterate and refine the solution based on our feedback was particularly valuable. 

What was your primary form of communication with Sidetool?

• Virtual Meeting
• Email or Messaging App

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

What stood out most about Sidetool was their unwavering commitment to our project's success, even when faced with challenges. Their ability to stay engaged and dedicated during difficult moments, rather than giving up, made them a standout partner.

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

While our experience with Sidetool was overwhelimingly positive, one area for enhancement could be their initial project scoping process. A more thorough discovery phase at the beginning of the project to better understand our mentoring workflow and requirements could have prevented some early misunderstandings which delayed delivery. Emphasizing deeper requirement gathering and business process mapping in the initial stages could make their service even better.

BACKGROUND

Please describe your company and position.

I am the Director of Experience Management of Envoys

Describe what your company does in a single sentence.

Envoys specialize in creating transformative educational travel experiences for schools and students that combine cultural immersion with academic enrichment across the globe. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Sidetool to accomplish?

• We hired Sidetool to help us develop the Experience Manager App, including task tracking automation and stakeholder communication portals. Their expertise has been essential in creating a comprehensive web application that combines both task management and information sharing capabilities, as we work to transform our manual tracking processes into an efficient, digital solution that keeps all parties informed and aligned.

SOLUTION

How did you find Sidetool?

Referral

Why did you select Sidetool over others?

Referred to me

How many teammates from Sidetool were assigned to this project?

2-5 Employees

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

Sidetool was engaged to create a platform for task tracking for Envoys Experience Manangers. Their team delivered admin and manager portals, including the tracking of fixed tasks, creation of school profiles and programs attatched to schools. We are also currently developing school and parent portals. These solutions were instrumental i optimizing workflows and automating processes, allowing us to track our processes in a detail manner and keep track of the progress of our ongoing projects. 

RESULTS & FEEDBACK

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

We went from an idea in a spreadsheet to a module online being used by all of Envoys Experience Manangers. It now holds more than 70 ongoing projects. 

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

They were very attentive to detail and incredibly receptive to feedback, always willing to make adjustments as needed. They delivered on time, every single time, and were available via Slack to answer questions, solve needs, and provide updates. 

What was your primary form of communication with Sidetool?

Virtual Meeting

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

Their customer service, everyone is so nice, open and informed about the project. They are all willing to help and understand the concept we have. I love working with them!

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

This is room for improvement for both Envoys and Sidetool, we should have created a document to track progress, take shared meeting notes and record stuff we sometimes forgot. 

UPDATED REVIEW

This review was published on 12/17/2024
Itineary Design Manager, ENVOYS
Education
McLean, Virginia
11-50 Employees
Dec 2024 - Jan 2025
Verified
Project summary
Sidetool has developed a web application for an educational organization. The goal is to create an itinerary builder with a backend database and a UX/UI design and to centralize information and operations.

Feedback summary
Sidetool has delivered a robust backend database that connects with the frontend to create the desired itineraries. The team has been effective, maintaining clear and responsive communication. Sidetool stands out for their ability to translate complex requirements into user-friendly solutions. This review is an update by the client company. The original content is located below the new review.

BACKGROUND

Please describe your company and position.

I am the Itineary Design Manager of ENVOYS

Describe what your company does in a single sentence.

Experiential education programs for students around the world.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Sidetool to accomplish?

• Create a web application to build itineraries.
• Anyone without previous knowledge could create a viable itinerary with value.
• Suggets any improvemnets to the original brainstorm of databases and UX/UI design previous to hiring SIDETOOL.

SOLUTION

How did you find Sidetool?

Referral

Why did you select Sidetool over others?

• Referred to me
• Upwork

How many teammates from Sidetool were assigned to this project?

2-5 Employees

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

Sidetool was engaged to develop a complete itinerary builder application. Their team is delivering a full-stack solution, including a robust backend infrastructure and an intuitive frontend interface. These solutions are being developed to digitalize our itinerary creation process, which will allow us to reduce the time spent on creating travel proposals by automating repetitive tasks and standardizing our offering presentation. 

RESULTS & FEEDBACK

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

Through our ongoing collaboration with Sidetool, we are making significant progress towards our development of our project. Measurable outcomes include a robust database backend that connects with our front end to create the desired itineraries, by centralizing vast amount of qualitative and quantitative data. 

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

Sidetool's project management and communication have been highly effective. Since it is an ongoing project, deliverables have been met to the expectations from both parties as situations evolve. They maintain clear and responsive communication, using project management tools to keep us updated throughout the development process.

What was your primary form of communication with Sidetool?

• Virtual Meeting
• Email or Messaging App

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

What stands out most about Sidetool is their ability to translate complex operational requirements into user-friendly solutions. Their understanding of the technology they work with has been a key component into the development of our project.

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

While our experience with Sidetool was excellent, one area for enhancement could be initial scoping. As the leader of my project, from the beggining I understood the complexity of the project we would develop, which the obstacles along the way have been resolved along SIDETOOL. However, with the initial scope, the timing for certain deliverables wasn't the most accurate, somehting we knew beforehand but can create some friction with other individuals with less knowledge fo these type of projects. Nontheless, I still do highly vouch and recommend their team and work.
STAR RATINGS
Overall rating: 4.5
Quality: 4.5
Cost: 5
Schedule: 4
Willing to refer: 4.5

This review was published on October 2, 2024.

Head of Growth, Educational Tourism CompanyEducation

Florida, United States

11-50 Employees

Jul 2024 - Ongoing

Less than $10,000

Verified

Project summary
An educational tourism company has hired Sidetool to develop a custom tool to streamline their operations. The team has also built a portal to help the client communicate efficiently with parents and schools.

Feedback summary
The client is pleased with Sidetool's ongoing efforts — they're 80% done with the main tool. From a project management standpoint, the team has done a great job of keeping track of tasks. Moreover, they're always very quick to address any queries or concerns, which the client truly appreciates.

BACKGROUND

Please describe your company and position.

I am the Head of Growth of an education company 

Describe what your company does in a single sentence.

Educational Tourism.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Sidetool to accomplish?

• Build a tool in which Experience Managers can spend most of there time in
• Build a more efficient and streamlined way to communicate with parents and schools via a portal
• Automate tasks that an Experience manager does

SOLUTION

How did you find Sidetool?

Friend

Why did you select Sidetool over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Sidetool were assigned to this project?

2-5 Employees

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

Centralize all information and operations for managing trips and activities in a portal that can be used for Experience Managers to do and document the many tasks they do. For this, we need to create a centro experience management dashboard for them to work in this tool instead of excel and multiple google docs and drives.

Additionally, we attempt to significantly improve efficiency and scalability by medium term automating some tasks and automating the way we show information to schools and parents.

RESULTS & FEEDBACK

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

The actual tool is the biggest outcome. I'd say we are 80% done with the main tool which is the experience management dashboard... but the remaining 20% is not up to Sidetool, is up to our team to use and provide feedback. 

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

Yes. They've been amazing in terms of project management. Always responding VERY quickly to questions or comments, always clear next steps and next meetings. I'd say this has been one of the main strengths when compared to other software shops, developers, companies, etc that we have worked with. 

What was your primary form of communication with Sidetool?

• Virtual Meeting
• Email or Messaging App

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

The project management in general, how quickly Sidetool responds and how 'on top' of the work they are. 

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

I'd say making it more clear to the client the different roles that people in the meetings have. Many times we would see someone new, which we don't really mind, but just don't know how much context we need to give the new people in the call.

STAR RATINGS
Overall rating: 5

Quality: 4.5   

Cost: 5   

Schedule: 5   

Willing to refer: 5

BACKGROUND

Please describe your company and position.

I am the Owner of Zavala Fx LLC

Describe what your company does in a single sentence.

I serve as the founder at Affiliate Flow, where we handle reward-based sharing for content creators to boost clicks and grow an audience.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Sidetool to accomplish?

• Build a mobile friendly version of my saas
• Launch the Saas

SOLUTION

How did you find Sidetool?

Upwork

Why did you select Sidetool over others?

Pricing fit our budget

How many teammates from Sidetool were assigned to this project?

2-5 Employees

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

The project involved optimizing an existing MVP built on Bubble to ensure it was fully responsive and user-friendly on mobile devices while maintaining compatibility with desktop displays. The work included redesigning and adjusting the app's layout to improve usability on mobile screens, testing for functionality and appearance across various devices, and ensuring changes did not disrupt the existing desktop experience. The developer focused on creating a seamless, consistent user experience across platforms, including optimizing performance, addressing potential technical issues, and ensuring all interactive elements functioned properly. Key deliverables included a fully responsive mobile version of the MVP, and the successful launch of the SaaS platform. The final outcome was a polished, user-friendly app that met the needs of both mobile and desktop users.

RESULTS & FEEDBACK

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

The app was fully optimized for mobile devices, with navigation and interactive elements functioning effectively across various screen sizes and resolutions. Cross-device compatibility was maintained, ensuring a consistent and unified user experience on both mobile and desktop platforms. The SaaS platform was successfully launched, enabling users to access it seamlessly across devices.

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

The delevery was on time and I recevied a message from my developer at a timely manner. 

What was your primary form of communication with Sidetool?

Email or Messaging App

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

I found the team's organization and communication impressive. I appreciated the way they handled communication.

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

I am happy with how everything turned out. 

BACKGROUND

Please describe your company and position.

I am the Project Manager 

Describe what your company does in a single sentence.

We host an online community for investment research.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Sidetool to accomplish?

• Develop web platform

SOLUTION

How did you find Sidetool?

upwork

Why did you select Sidetool over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Sidetool were assigned to this project?

2-5 Employees

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

Scope:
Use Bubble to create an online web platform for investors comprising of a community forum, as well as a research directory for investment research.

Key Deliverables:
User Authentication (Admins and Users)
Sponsor Overview Page
Deal Listing Page
Individual Deal Details Page
Reviews and Ratings
News and Updates
Admin Dashboard (Upload Sponsors and Deals)
User Profile Page
Leadership Bio Popup
Community Section
Advisor Form

RESULTS & FEEDBACK

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

Through our collaboration with Sidetool, we achieved significant improvements, including the full development of our web platform in 12 weeks. These results led to us having more time to work on other projects, allowing us to scale operations and focus on other services, knowing that sidetool was efficiently handling our web development. These outcomes demonstrate the progress and success of the project.

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

Sidetool’s project management was extremely efficient, consistently delivering deliverables on schedule and meeting deadlines. They maintained transparent and prompt communication, utilizing Slack and email to keep us informed throughout the project. Sidetool demonstrated flexibility and adaptability to our changing needs, ensuring that any feedback or modifications were seamlessly incorporated. Their professionalism and responsiveness were crucial to the project's success.

What was your primary form of communication with Sidetool?

• Virtual Meeting
• Email or Messaging App

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

What impressed us most about Sidetool was their attention to detail and creative energy. Their ability to collaborate thoroughly and build upon the specifications to suggest and add their own improvements distinguished them as an exceptional partner. Sidetool's dedication to being adaptable truly differentiates them from other companies we've collaborated with– they were always willing to accommodate changes efficiently and effectively. 

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

No, they did an amazing job in all areas.

BACKGROUND

Please describe your company and position.

I am an executive of ESQgo

Describe what your company does in a single sentence.

Law firm

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Sidetool to accomplish?

Continue to develop bubble.io app

SOLUTION

How did you find Sidetool?

Referral

Why did you select Sidetool over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from Sidetool were assigned to this project?

2-5 Employees

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

Sidetool was engaged to continue to develop our software on bubble. Their team delivered key updates and features, including updates to our database, doc generation, and streamlining our process. These solutions were instrumental in optimizing workflows, automating processes, and enhancing operations, allowing us to save time, increase efficiency, and scale operations.

RESULTS & FEEDBACK

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

Through our collaboration with Sidetool, we achieved significant improvements, including increased speed, higher efficiency. These results led to us scaling operations, optimizing workflows. These outcomes demonstrate the progress and success of the project.

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

Sidetool’s project management was effectiveness, such as highly effective, reliable team, consistently delivering items on time and adhering to deadlines. They maintained clear and responsive communication, using Slack to keep us updated throughout the project. Sidetool was flexible and adaptable to our evolving needs, ensuring that any feedback or changes were smoothly integrated. Their professionalism and responsiveness were key to the project’s success.

What was your primary form of communication with Sidetool?

• Virtual Meeting
• Email or Messaging App

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

What stood out most about Sidetool was their responsiveness and knowledge. Sidetool's commitment to understanding our business needs truly sets them apart from other companies we’ve worked with.

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

None that come to mind at this time. 

BACKGROUND

Please describe your company and position.

I am the Head of Technology of a BPO company 

Describe what your company does in a single sentence.

BPO for the Home Services Industry

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Sidetool to accomplish?

• Support Develop a Client Portal

SOLUTION

How did you find Sidetool?

Upwork

Why did you select Sidetool over others?

• High ratings
• Pricing fit our budget
• Experience with target Technology

How many teammates from Sidetool were assigned to this project?

2-5 Employees

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

Home Screen + Dashboard screen design and build out. Be able it to pull a table when clicking on the metric in the dashboard of where the metrics come from and give the usre to be able to downloard a pdf
Service Menu Page - Develop services page and implement contact link
Historial Invoice Page - Pull reports from S3, design and layout of historical invoices page, additional filters and download functionality. They should be able to print the PDFs
Quickbooks Integration - Integrate with QuickBooks for historical invoice data retrieval
QA testing - Perform final QA testing and validation, develop error notifications, establish project baseline
Provide final build and documentation, provide support for two weeks post go-live, address initial live period issues

RESULTS & FEEDBACK

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

The measurable outcomes from the project were tracked against specific milestones that the company and I established at the outset. These milestones included the development of several pages, integrations, testing, and timelines allowing us to assess progress and success at each stage. Meeting these milestones consistently demonstrated our progress and the overall success of the project.

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

Most milestones were delivered on time. In the first week, we encountered a delay due to unforeseen circumstances on their end; however, they responded quickly by adding additional resources to keep the project on track. They also maintained open communication throughout, promptly updating us about the availability issue and their corrective actions.

When we needed to pause for testing on our end, they were highly understanding and actively contributed to our testing process. This collaboration allowed us to complete the final milestone smoothly and demonstrated their commitment to a successful project outcome.

What was your primary form of communication with Sidetool?

• Virtual Meeting
• Email or Messaging App

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

Their strong collaboration, clear communication, and deep technical knowledge of the platform were invaluable throughout the project. The owner consistently checked in to ensure everything was running smoothly, demonstrating excellent oversight. The entire team was friendly, open to discussing ideas, and genuinely committed to achieving our milestone goals.

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

The documentation lacked standardization in the descriptions of the modules, leading to multiple revision requests. It appeared as though different individuals, with varying levels of understanding of the modules, contributed to the documentation, which created inconsistencies. While it provided a starting point, we ultimately had to rewrite the documentation to ensure clarity and uniformity. A more structured handover process would also help improve consistency and facilitate smoother transitions.