SoftPak Financial Systems, Inc

BACKGROUND

Please describe your company and position.

I am the Director of an insurance company. 

Describe what your company does in a single sentence.

 Our services include life insurance, income protection, private medical insurance, and business protection.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SoftPak Financial Systems, Inc to accomplish?

• "We hired SoftPak to develop a mobile app that would allow our clients to easily manage their financial portfolios, access real-time market data, and make transactions on the go. Our goal was to create a user-friendly, secure platform that would enhance client engagement and streamline financial services. However, due to delays and communication issues, we feel the app didn’t fully meet our initial expectations, and they left the incomplete."

SOLUTION

How did you find SoftPak Financial Systems, Inc?

• Online Search
• Clutch Site

Why did you select SoftPak Financial Systems, Inc over others?

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

How many teammates from SoftPak Financial Systems, Inc were assigned to this project?

2-5 Employees

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

"We hired SoftPak to develop a mobile app for portfolio management, real-time data, and secure transactions. While key deliverables like cross-platform functionality and integration were met, delays, communication issues, and an incomplete product led us to only pay half the agreed amount."

RESULTS & FEEDBACK

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

"While the mobile app was functional, the measurable outcomes were limited due to the delayed timeline and incomplete features. The app's performance didn’t meet our expectations, and client feedback highlighted several areas for improvement."

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

"SoftPak’s project management left much to be desired. While they initially promised timely delivery, several milestones were missed, causing delays throughout the project. Communication was often slow, and when we raised concerns, they were more focused on threatening us to pay the full amount before we could even complete the half-payment, rather than addressing the issues at hand. This lack of flexibility and poor response to our needs left us feeling frustrated and unheard during the process."

What was your primary form of communication with SoftPak Financial Systems, Inc?

• Virtual Meeting
• Email or Messaging App

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

"They seemed genuinely invested at the start, which made it all the more frustrating when the execution didn’t live up to expectations. Their technical team was not knowledgeable, the lack of consistent follow-through ultimately overshadowed any positive impressions."

Are there any areas for improvement or something SoftPak Financial Systems, Inc could have done differently?

"SoftPak could have significantly improved their communication and project management. Timely updates and more transparent progress reports would have helped us stay aligned. Additionally, focusing more on the quality and functionality of the final product rather than pressuring us for payment would have created a more positive experience overall."

BACKGROUND

Please describe your company and position.

I am the Hotel Commercial Director of Queensway

Describe what your company does in a single sentence.

We are a hotel and hospitality management company.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SoftPak Financial Systems, Inc to accomplish?

• We had a goal of upgrading our resort while simultaneously exploring the acquisition of a boutique hotel in a neighboring city. The challenge was balancing the capital requirements of both projects while maintaining stable cash flow and ensuring the financial viability of each investment.

SOLUTION

How did you find SoftPak Financial Systems, Inc?

• Online Search
• Referral

Why did you select SoftPak Financial Systems, Inc over others?

• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from SoftPak Financial Systems, Inc were assigned to this project?

2-5 Employees

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

A multi-year financial plan, with phased investment strategies to ensure liquidity at every stage.

 
ROI projections for the renovated resort and acquired property, supported by dynamic modeling of potential scenarios.  

Recommendations for financing options, including structured loans and equity partnerships, designed to minimize risk.  

A timeline for implementation with clear milestones for each phase of the projects.  

RESULTS & FEEDBACK

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

Renovation got completed earlier than planned and under budget, with increased bookings by guests due to improvement in the facilities. The acquisition of the boutique hotel was a strategic success, both of these projects increased the strength of our portfolio and increased the prominence of our brand as a leader in the hospitality industry in our part of the world. 

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

They gave us regular updates so that we were always aware of the progress and also the possible problems that may surface. When the unexpected cost changes came about, they responded within a matter of time, offering thoughtful alternatives that kept us moving in the right direction.

What was your primary form of communication with SoftPak Financial Systems, Inc?

• Virtual Meeting
• Email or Messaging App

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

They went beyond numbers to forecasting trends, regularlyb informing us on undiscovered revenues, and providing solutions that blended with our strategic vision.

Are there any areas for improvement or something SoftPak Financial Systems, Inc could have done differently?

Nothing comes to mind as working with them was like working with an extention of our team,

BACKGROUND

Please describe your company and position.

I am the Executive Director of EML

Describe what your company does in a single sentence.

We are a global payments company that operates in Australia, the UK, Europe, and the US

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SoftPak Financial Systems, Inc to accomplish?

• We wanted operational efficiency, and better customer trust amidst rising transaction volumes and an evolving pattern of fraud. We contacted Softpak to help us develop and implement a solution.

SOLUTION

How did you find SoftPak Financial Systems, Inc?

• Online Search
• Referral

Why did you select SoftPak Financial Systems, Inc over others?

• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from SoftPak Financial Systems, Inc were assigned to this project?

2-5 Employees

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

Their team followed a robust IT staff augmentation strategy and deployed a team with expertise in data science, AI, and analytics. They also worked on machine learning models for fraud detection, optimizing payment workflows using advanced AI, and enhanced customer experience with a personalized recommendation engine.

RESULTS & FEEDBACK

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

The accuracy of fraudulent transaction identification increased, which in turn reduced financial losses. Payment processing times were notably improved, enhancing operational efficiency and customer satisfaction.

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

Everything was on time, and the communication was very clear throughout the engagement with their team.

What was your primary form of communication with SoftPak Financial Systems, Inc?

• Virtual Meeting
• Email or Messaging App

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

Their expertise in AI and data analytics and collaborative attitude made them feel like a part of our own team.

Are there any areas for improvement or something SoftPak Financial Systems, Inc could have done differently?

Nothing comes to mind on this particular project.

BACKGROUND

Please describe your company and position.

I am the Chief Operating Officer of Greenwave Systems Inc

Describe what your company does in a single sentence.

We are empowering service providers and IoT stakeholders to develop richer networks, smarter services and connected devices with the Wavely Platform.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SoftPak Financial Systems, Inc to accomplish?

As we aimed to develop richer networks, smarter services, and interconnected devices, we realized that our in-house team needed reinforcement, particularly in the areas of IoT architecture and device connectivity. That’s where Softpak came into the picture. 

We hired them to provide IT Staff Augmentation, focusing on engineers with specialized knowledge in IoT architecture, device connectivity, and smart service integration. The goal was to not only accelerate our product development timeline but also to ensure the technical robustness and scalability of our platform.

SOLUTION

How did you find SoftPak Financial Systems, Inc?

• Online Search
• Referral

Why did you select SoftPak Financial Systems, Inc over others?

• Pricing fit our budget
• Referred to me
• Company values aligned

How many teammates from SoftPak Financial Systems, Inc were assigned to this project?

2-5 Employees

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

Softpak delivered exactly what we needed. The scope of work included providing highly skilled IoT engineers to join our in-house team and integrate seamlessly into our ongoing projects. These engineers were responsible for key components of the IoT architecture, focusing on developing low-power network connectivity, optimizing device communications, and ensuring secure, scalable integrations between our devices and the cloud. 

A key deliverable was the development of smart service integrations, which significantly enhanced our platform’s ability to offer automated, intelligent solutions for our clients. Softpak's team played an essential role in the success of our latest product updates, ensuring that every piece of the architecture was efficient, secure, and forward-compatible.

RESULTS & FEEDBACK

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

The measurable outcomes were highly satisfying. One of the most immediate results was a notable reduction in development cycles. The engineers from Softpak brought expertise that allowed us to troubleshoot complex IoT connectivity issues, which had previously caused bottlenecks. 

We saw increased efficiency in how quickly we could integrate new devices into our platform, as well as a more streamlined approach to developing smart services for our clients. The technical proficiency of their engineers not only ensured smoother project execution but also laid a stronger foundation for future developments, making our platform far more robust and scalable.

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

When it came to project management, Softpak was exemplary. Deliverables were consistently met on time, and their team was always responsive, whether we were facing critical deadlines or adjusting priorities. Their communication was clear, and they maintained an open line of dialogue with our team, which ensured that any issues were quickly addressed and resolved without unnecessary delays.

What was your primary form of communication with SoftPak Financial Systems, Inc?

• Virtual Meeting
• Email or Messaging App

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

Their ability to integrate smoothly with our internal team was another standout feature; it felt like we were working with an extension of our own team rather than an external vendor. Whether it was suggesting better ways to manage device connectivity or enhancing our cloud integrations, their proactive approach and forward-thinking mindset made a real difference.

Are there any areas for improvement or something SoftPak Financial Systems, Inc could have done differently?

As for areas of improvement, honestly, it’s difficult to pinpoint any significant issues.

BACKGROUND

Please describe your company and position.

I am the CEO of Infinera

Describe what your company does in a single sentence.

Infinera is a global supplier of innovative networking solutions that enable enterprises, governments, carriers, and cloud operators to scale network bandwidth, accelerate service innovation, and automate network operations.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SoftPak Financial Systems, Inc to accomplish?

• When we approached SoftPak, we were facing significant challenges in managing our financial operations. Our goal was to develop a comprehensive Financial Management System that could help our organization efficiently plan budgets and forecast future financial performance. With rapid growth in our operations, we needed a solution that would smoothen our financial processes and enhance our strategic decision-making capabilities. We sought a partner who could not only understand our specific needs but also deliver a custom software solution that could be flexible as we continued to expand.

SOLUTION

How did you find SoftPak Financial Systems, Inc?

Online Search

Why did you select SoftPak Financial Systems, Inc over others?

• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from SoftPak Financial Systems, Inc were assigned to this project?

2-5 Employees

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

SoftPak engaged with us through a discovery phase, during which they took the time to understand our unique financial management needs. They outlined a clear scope of work that included designing a user-friendly interface, integrating advanced forecasting algorithms, and ensuring robust reporting capabilities. The major things they delivered included a fully functional software platform that allowed for real-time budget tracking, customizable reporting features, and a forecasting tool that utilized historical data to project future financial trends. Additionally, they incorporated automated alerts for budget variances, which has significantly improved our financial oversight.

RESULTS & FEEDBACK

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

The outcomes from working with SoftPak have been impressive. We have observed a remarkable improvement in our financial planning accuracy and efficiency. The new system has allowed our finance team to focus more on strategic initiatives rather than getting slowed down in manual processes. The real-time reporting features have enabled us to make informed decisions quickly, which has been crucial during high-pressure financial planning periods.

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

SoftPak’s project management was imppressive. They adhered to timeline strictly, ensuring that each phase of the project was delivered as promised. Whenever we had questions or needed adjustments, their team was responsive and accommodating, demonstrating a genuine commitment to our satisfaction. Their ability to communicate effectively and provide updates at every stage of the project made the entire process smooth and reassuring.

What was your primary form of communication with SoftPak Financial Systems, Inc?

• Virtual Meeting
• Email or Messaging App

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

What stood out most to us was SoftPak Financial Systems, Inc's attention to detail and their willingness to go the extra mile. They didn’t just provide a multipurpose solution, they custom made every aspect of the software to fit our specific workflow and culture. The personalized training sessions they offered ensured that our team was fully equipped to work with the new system from day one.

Are there any areas for improvement or something SoftPak Financial Systems, Inc could have done differently?

We saw no need for improvement, they acted llike an extention of the team.

BACKGROUND

Please describe your company and position.

I am the President and CEO of Best Western Hotels

Describe what your company does in a single sentence.

We are an international Hotels & Resorts brand.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SoftPak Financial Systems, Inc to accomplish?

We approached Softpak, to navigate the complexities of international tax laws and ensure compliance while managing properties across multiple jurisdictions. As we were facing significant challenges in understanding tax treaties and optimizing tax planning for properties located in countries with vastly different regulations.

SOLUTION

How did you find SoftPak Financial Systems, Inc?

• Online Search
• Referral

Why did you select SoftPak Financial Systems, Inc over others?

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

How many teammates from SoftPak Financial Systems, Inc were assigned to this project?

2-5 Employees

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

Their team conducted an assessment of our financial and property holdings, focusing on analyzing international tax treaties, creating compliance roadmaps, and implementing an optimized tax planning strategy. They also provided a transparent reporting system and delivered a tax compliance guide.

RESULTS & FEEDBACK

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

The tax planning process, became more simple saving us both time and unnecessary stress. We also now have a clearer understanding of tax obligations in each country and have avoided potential penalties due to their approach. Their expertise also helped uncover opportunities for legitimate tax savings.

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

They set clear timelines, provided regular updates, and consistently delivered on promises.

What was your primary form of communication with SoftPak Financial Systems, Inc?

• Virtual Meeting
• Email or Messaging App

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

Their ability to navigate the international tax laws while offering practical, actionable advice was remarkable. They were not just advisors but strategic partners who understood my concerns and designed solutions accordingly.

Are there any areas for improvement or something SoftPak Financial Systems, Inc could have done differently?

Nil

BACKGROUND

Please describe your company and position.

I am the Supply Chain Planning & Control Director of Princess Yachts International

Describe what your company does in a single sentence.

We are a company that manufactures luxury yachts and also host events such as international boat shows, and hosting a number of customer events in the UK and overseas to welcome Princess owners and enthusiasts to enjoy our products and each other's company.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SoftPak Financial Systems, Inc to accomplish?

We needed an expert team to help us perform budgeting and improve expense tracking in critical operational areas. Additionally, we were keen to identify innovative ways to reduce energy costs and optimize staffing without sacrificing the quality of our guest experience as this was essential to ensuring profitability while upholding our reputation for excellence.

SOLUTION

How did you find SoftPak Financial Systems, Inc?

Online Search

Why did you select SoftPak Financial Systems, Inc over others?

• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from SoftPak Financial Systems, Inc were assigned to this project?

2-5 Employees

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

They began by conducting a thorough analysis of our existing operations, engaging with each department to understand their workflows and identify inefficiencies. Their solution was holistic, focusing on immediate cost control measures and long term operational efficiency.

RESULTS & FEEDBACK

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

The enhanced budgeting tools allowed us to allocate resources more effectively, leading to smoother operations across departments.

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

They kept the process transparent and collaborative, meeting every milestone on time and maintaining open lines of communication throughout. Their team was incredibly responsive to our needs, offering practical solutions whenever challenges arose. 

What was your primary form of communication with SoftPak Financial Systems, Inc?

• Virtual Meeting
• Email or Messaging App

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

Every recommendation they made always met our specific needs, ensuring that operational improvements did not come at the expense of guest satisfaction. Their team ability to deeply engage with our staff and empower them through training was particularly impressive.

Are there any areas for improvement or something SoftPak Financial Systems, Inc could have done differently?

Their team were always put a lot of pressure on documenting all the agreements before the project could move on, which made the process a bit slow. Overall the process was an experience was amazing.