What was the scope of their involvement?
We have a customer portal as a web platform where our clients can browse all the furniture that they’ve purchased from us, look at the warranty documentation, and see the finishes they selected. They can also request our service or tell us if they need to order more of a specific item.
The customer portal was built on our ERP platform, NetSuite. It was cumbersome, ugly, and super limited. We wanted to migrate it off of the NetSuite platform and add some functionality so that our customers would love it even more. That was one part of our engagement.
We really did a lot of brainstorming with the TechNeed team to figure out the best way to tackle it and create the roadmap to launch it. We also wanted to add some other features that would be big selling points for our clients, making their lives easier and adding stickiness to our brand. They really helped us look at that in a really holistic way.
We ended up with a more beautiful platform, and the look and feel of the UI are lightyears ahead of where we were. We also baked in some efficiencies for our team, loading content and automating a lot of previously manual steps. Not only was it cooler for our clients who use the platform, but it also saved us a lot of time in the backend when we load the information to make sure that it’s accurate. TechNeed also created some import features and other functionality that lets the system parse the data by itself.
After everyone saw what the platform could do, we had a lot more ideas of where it could go. We are continuing to brainstorm about the next steps, and it is an ongoing progression.
We also have a project management app that we created internally and launched to market as a SaaS product. TechNeed has helped us take that to the next level where I feel it is really marketable. When we’ve worked with other programmers in the past, the app always lacked a few features or didn’t quite capture everything we wanted. With TechNeed, we’ve started talking about the portal and the app like it’s an entire ecosystem that could work together. I definitely think that we can enhance these platforms with further interaction with each other. We’re still working on that.
We’ve gone to market with our project management app, and TechNeed started to help us work on that last year. We’ve added some features for our current subscribers that have been on our roadmap for a very long time. We have a longer roadmap of features that we continue to work on and develop, but they really helped us really get the app to a place and people are signing up so it is really exciting.
What is the team composition?
We worked with three people who we had weekly calls with and were really managing the project day-to-day. A lot of other people worked behind the scenes, but these three were our main points of contact.
How did you come to work with TechNeed?
I had known members of their organization through other initiatives we have done in the past. When they created TechNeed, I reached out to them with some questions, and we went from there. I always looked to those members as a sounding board for ideas we had. It was nice when they had a company that I could then actually engage in a service agreement so that we could do some of our projects with them.
How much have you invested in them?
We’ve invested $250,000–$500,000.
What is the status of this engagement?
We began working with them in May 2019, and the work is ongoing.