What was the scope of their involvement?
To start, TechNeed was responsible for creating a financial dashboard that allowed entrepreneurs to track their finances via customized charts and alerts messages. They completed that project using Microsoft-based software while interfacing with Quickbooks Online, Xero, and Visible.
During their work on that project, our company was also building a collaborative investor reporting module that could generate reports on a monthly basis. The final product would allow users to contribute their own monthly goals to stay on track.
We ran into difficulties when the company we hired for the project couldn't execute the design. So, we tasked TechNeed to rescue our project. They got it done, picking up the design where the other firm left off. Both projects are complete, and we are now rolling them out to our clients.
What is the team composition?
We worked with 2–4 members of their team.
How did you come to work with TechNeed?
We liked their approach and thought it would be a good fit for our company. Brendan (Founder, TechNeed), is a great discovery project manager and has a solid understanding of the tech end of the business. We also liked how Craig (Co-founder, TechNeed) handled business development.
How much have you invested with them?
We’ve spent approximately $75,000–$100,000.
What is the status of this engagement?
We started the project in the fourth quarter of 2018, and everything wrapped up in July 2019.