SkyPlanner

BACKGROUND

Please describe your company and your position there.

I am the project manager for a medical center.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire SkyPlanner, and what were your goals?

We needed a unified platform across all departments in our company to be able to analyze data and make decisions.

SOLUTION

How did you select this vendor and what were the deciding factors?

We are mostly Hispanic in the company. We needed a team that would be able to work with our employees and help us out with the training especially since we are new to salesforce. We also had this company personally recommended to us and after working with them in the discovery period, we realized they were very hard working and invested into working with us.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

We had a discovery period for about 2 weeks. We then had bi-weekly sprints and plannings to be able to go over the deliverables and progress throughout the project. We mostly communicated through zoom conference calls or slack. We also had in-person meetings when necessary.

How many people from the vendor's team worked with you, and what were their positions?

There were 4 people working on the team. There was a project manager, salesforce consultant, and 2 developers. When resources were needed or not necessary extra people would be brought into the team or eliminated.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

The deliverables were met within the expected timeline.

Describe their project management style, including communication tools and timeliness.

Communication was fluid. We were able to speak almost daily or weekly. We communicated through slack which was very efficient and the team was available to us almost all the time. We had conference calls on zoom whenever we needed more individuals to meet. Overall communication was great and perfectly timed.

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

They were very personally invested. They were always there almost instantly whenever we had issues or any new ideas. It was the perfect environment to share ideas. This company truly made us feel like we were a unified team.

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

Documentation throughout a period of time was nonexistent. But we communicated this, and almost immediately we were able to get back on track with this.

BACKGROUND

Please describe your company and your position there.

I am the owner of a large print and sign shop in Miami.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire SkyPlanner?

Quotes, invoices and statements were sent manually in our company and it was required a good amount of time to complete these repetitive tasks. The system developed by SkyPlanner automates these processes and sends by email all the documents. Each email includes a pdf attached with the invoice, statement or estimate. This pdf has to be generated dynamically or be extracted from an external API.

SOLUTION

How did you select this vendor and what were the deciding factors?

I reached out to some colleagues and ask for recommendations on a Salesforce partner. SkyPlanner was one of the three references I got, but honestly the only one that was a company, the rest were just 1 man shop. After my initial interview with them I was convinced, they will be a knowledgeable partner.

Describe the project in detail and walk through the stages of the project.

SkyPlanner had to develop an automation system that could be configured by the user indicating the schedule and, at the account level, it could disable the automation or indicate to which contact send it. In addition, it needed a logic to establish which contacts to send follow-up to. The system had to create a daily notifications summary, specifying eventual errors and next schedule.

How many resources from the vendor's team worked with you, and what were their positions?

The team consisted of two developers, one QA, one Project Manager, and one Business Analyst

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Skyplanner’s work is saving over 100 staff hours per week when in comes to billing…and customers are paying a lot faster.

How effective was the workflow between your team and theirs?

Amazing. Their team had standing weekly zoom meetings with team and the communication was great.

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

That is wasn’t just one person involved with know-how. I truly felt that I was working with a large company with lots of resources. .

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

Zero complaints on my end. As a matter of right right now we are contacting them again to add new features!

BACKGROUND

Introduce your business and what you do there.

I was the sales manager of an educational training company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SkyPlanner?

We needed to integrate a CRM.

SOLUTION

What was the scope of their involvement?

We collaborated with SkyPlanner to strategize and determine the best way to integrate Salesforce CRM. Based on our specifications, we created a step-by-step workflow.

The first phase of this integration was directly related to our company’s workflow, and SkyPlanner provided Salesforce training for representatives and administrators. Future phases will involve the integration with our website and social media, such as Facebook and Instagram.

What is the team composition?

Yoelys (PMO) was my main point of contact. She was in charge of overseeing her team. I had occasional contact with the owner as well.

How did you come to work with SkyPlanner?

We were introduced to SkyPlanner by a mutual contact. They presented us with the best proposal, which reduced our budget by 10%.

How much have you invested with them?

We spent around $15,000–$20,000 during the time in which I was working with them.

What is the status of this engagement?

We started working together in April 2021. SkyPlanner is still working with the company, but I have left.

RESULTS & FEEDBACK

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

SkyPlanner provided an excellent customer experience, making everything they were teaching us easy to understand. They delivered all of what they promised, and we never got stuck — my experience was completely positive.

How did SkyPlanner perform from a project management standpoint?

We had regular meetings, and they emailed a summary to me after each one. They were excellent communicators.

 What did you find most impressive about them?

SkyPlanner was professional and had great customer service — I don’t have something negative to say about them.

Do you have any advice for potential customers?

Establish the part of the project that they’ll do that will directly affect the company’s workflow, and set the priorities to help use the budget wisely.

BACKGROUND

Please describe your company and position.

I am the Associate Director of Marketing & Analytics of an educational organization.

Describe what your company does in a single sentence.

Education

OPPORTUNITY / CHALLENGE

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

• Create Event Management solution
• Organize the User Interface and objects in Salesforce

SOLUTION

How did you find SkyPlanner?

Referral

Why did you select SkyPlanner over others?

• High ratings
• Close to my geographic location
• Referred to me
• Company values aligned

How many teammates from SkyPlanner were assigned to this project?

2-5 Employees

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

Finalized all the pending items to launch Salesforce

RESULTS & FEEDBACK

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

All the defined deliverables were created on time

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

They delivered everything on time.

What was your primary form of communication with SkyPlanner?

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

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

What impressed me the most was the dedication and commitment of the SKyPlanner team members. They went above and beyond to ensure the success of our project, working diligently to deliver exceptional results within the agreed-upon timeframe. Their attention to detail and meticulous planning resulted in a solution that perfectly aligned with our goals.

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

No