TechWize

BACKGROUND

Introduce your business and what you do there.

I'm a designer at a company that manufactures gear shops, gearboxes, belt conveyors, and basically all the mechanical equipment required for machinery. Our manufacturing plant is located in India. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with TechWize?

We needed to integrate a CRM tool into our system since we had multiple material vendors and B2B customers. We also had several inventories, warehouses, and distribution channels across India. We needed assistance to set up Salesforce for our company's internal use because our inventory management wasn't aligned properly.  

SOLUTION

What was the scope of their involvement?

TechWize recommended we use Salesforce as CRM tool when we first met with them in their office. We also had an online meeting where we explained the challenges we were facing. We were clear that we needed to implement a CRM tool but weren't sure which one. TechWize implemented Salesforce and integrated it with our internal systems to fetch inventory product data. TechWize also helped us set up Salesforce to use it for customer management, inventory management, and vendor management. 

What is the team composition?

I was mainly in contact with one teammate from TechWize, although I know 3–4 teammates worked on Salesforce's implementation.

How did you come to work with TechWize?

We contacted TechWize through an internal recommendation.
How much have you invested with them?

We spent around $17,000–$20,000 on this project.

What is the status of this engagement?

We worked with TechWize from June–December 2023.

RESULTS & FEEDBACK

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

TechWize was a great team, and we were really happy with the results of this engagement. Before working with TechWize, our internal processes weren't aligned. After TechWize implemented Salesforce, we had proper management for orders, customers, vendors, and products. 

Before, teammates involved in our management were dependent on each other's work because we didn't have a centralized CRM to track our activities. Implementing Salesforce removed our dependencies on any other systems or people. TechWize's work met my expectations and helped streamline our processes.

How did TechWize perform from a project management standpoint?

TechWize's delivery was smooth most of the time. There were some instances during the holidays when we had urgencies, and the team was unavailable, but we respected that. TechWize's overall project management was very smooth, and we had no major issues implementing the project. 

What did you find most impressive about them?

When I first was introduced to TechWize, I checked their website and saw that they were experts in ERP and CRM systems, especially Salesforce. When I worked with the team, I confirmed their expertise and realized they had certified developers working with them. The most impressive aspect of TechWize was they delivered what they committed to.

Are there any areas they could improve?

I can't think of anything TechWize could improve on. 

Do you have any advice for future clients of theirs?

I definitely recommend working with TechWize and suggest having a predefined management schedule so your teams are on the same page. 

BACKGROUND

Please describe your company and position.

I am the CEO and Founder of a global compliance services provider.

Describe what your company does in a single sentence.

We assist with Global Regulatory Compliance Support.

OPPORTUNITY / CHALLENGE

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

Marketing Assistance

SOLUTION

How did you find TechWize?

Online Search

Why did you select TechWize over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Great culture fit

How many teammates from TechWize were assigned to this project?

2-5 Employees

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

We are a dynamic marketing solutions company focused on crafting tailored marketing programs, seeking to establish efficient financial and statistical reporting using Sage Intacct technology. However, our previous consultant was unable to deliver the desired outcomes, and we were looking for a new partner to assist us with our requirements.

RESULTS & FEEDBACK

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

In response to our challenges, TechWize engaged in a comprehensive analysis of the client’s business, technical, and operational hurdles. This analysis laid the foundation for developing a robust application capable of enabling the financial and statistical reporting crucial to their operations. 

They embarked on a process of designing various reports, each catering to specific needs, while simultaneously reengineering existing processes to align with our complex reporting requirements. This endeavor also encompassed customizing the system configuration to seamlessly integrate the new processes.

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

• We used to work on SRS as well as ZOHO Project management. 
• We used to do online meetings on Zoom. 
• Project management was good and we never faced any difficult situation working with them. ​

What was your primary form of communication with TechWize?

Virtual Meeting

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

Their communication and ability to deliver the project on time were the best. I would say that they have a really good team who can deliver the project on time. Their team of employees is very kind.

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

Not any for now.

BACKGROUND

Please describe your company and position.

I am the Network engineer of an IT services firm

Describe what your company does in a single sentence.

company that provides enterprise IT solutions and services, including consulting, system integration

OPPORTUNITY / CHALLENGE

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

Salesforce CPQ Integration with Payment Gateway

SOLUTION

How did you find TechWize?

Online Search

Why did you select TechWize over others?

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

How many teammates from TechWize were assigned to this project?

2-5 Employees

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

Requirement: The Customer was using Salesforce Sales Cloud to support their sales activities and SharePoint system for storing, managing, and sharing their sales documents (quotes, contracts, orders, proposals, Purchase Order, Invoices, etc.) and marketing content (marketing clips, presentations, and videos). There is a lot of confusion on the shared documents as those are kept on two different platforms and tracking of documents was becoming very difficult.

RESULTS & FEEDBACK

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

We investigated the business challenges and prepared detailed technical requirements for the application. Using the requirements, the team created a custom application for Salesforce–SharePoint integration with the LWC framework. The application was added as a section in the Salesforce Account, Contact, and Opportunity records. The application enabled real-time synchronization with SharePoint Online, which allowed: 

• Searching for SharePoint files from Salesforce
• Uploading files from Salesforce directly into SharePoint
• Uploading files from Outlook integrated with Salesforce into SharePoint
• Previewing and downloading SharePoint files right from Salesforce
• Associating SharePoint files to Salesforce Account, Contact, and Opportunity records
• Sharing a link to SharePoint files with Salesforce contacts via email

Custom Settings were used heavily to make the solution customizable. Access enablement is done via single sign-on (SSO) using Salesforce SAML settings. A user guide is created by the team for usage and customization details.

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

Team's project management approach was characterized by timely deliveries, effective communication, and a proactive attitude toward meeting our needs. Their ability to manage the project efficiently, respond promptly to inquiries, and adapt to evolving requirements significantly contributed to the project's success. Their professionalism and commitment to excellence have left a positive impression, and we are pleased with their project management capabilities.

What was your primary form of communication with TechWize?

Virtual Meeting

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

The company's ability to foster a collaborative and transparent partnership was truly impressive. They actively sought our input, valued our feedback, and worked alongside us to translate our vision into reality.

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

Not any for now.

BACKGROUND

Please describe your company and position.

 I am the CTO of a software company 

Describe what your company does in a single sentence.

we are an IT consulting company

OPPORTUNITY / CHALLENGE

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

• Visualization of SharePoint logs through Power BI

SOLUTION

How did you find TechWize?

Referral

Why did you select TechWize over others?

Pricing fit our budget

How many teammates from TechWize were assigned to this project?

2-5 Employees

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

Our organization wanted to move towards Power BI technology for enabling data visualizations. The requirement was to analyse the complex SharePoint logs and create the visualizations for governing the files accessed and folders created by their employees. Furthermore, the organization wanted to assign training sessions if anyone needed help creating the new folders in the right format and sharing these reports with the managers. However, these training sessions seemed to be an effort and time-taking process.

RESULTS & FEEDBACK

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

The Power BI dashboard improved collaboration between the client organization’s employees and stakeholders, and now the need for added training sessions is eliminated. Therefore, the client organization has effectively transitioned to Power BI technology, facilitating data visualizations while also managing the files accessed and folders created by their employees, partners, and stakeholders.

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

We were in touch with a project manager and two developers at TechWize. In terms of project management, we used PM tool and weekly scrum meetings helped our project to succeed great time.

What was your primary form of communication with TechWize?

Virtual Meeting

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

They are very knowledgeable about their core domain - they will tell you what they can and cannot do. They are also very open to learning new ideas.

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

I don't think so - We would absolutely work with them again.

BACKGROUND

Please describe your company and position.

I am the Senior Quality Engineer of Injala INC

Describe what your company does in a single sentence.

Salesforce Org Establishment/ Sales and Marketing Cloud

OPPORTUNITY / CHALLENGE

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

• Salesforce Org Establishment/ Sales and Marketing Cloud

SOLUTION

How did you find TechWize?

Online Search

Why did you select TechWize over others?

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

How many teammates from TechWize were assigned to this project?

1-3

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

• Introducing Salesforce and the core enterprise system for sales, marketing operations of the business 
• Data Migration from Legacy system to Salesforce so that further customized apps can be created.
• Led the migration of data from legacy systems to Salesforce, including migrating over 100 custom objects and fields. 
• Created a comprehensive training program for all stakeholders on how to use Salesforce more effectively. 
• Conducted regular audits of existing processes to identify areas of improvement with Salesforce tools 
• Spearheaded the creation of an enterprise-wide customer service platform using Salesforce Lightning Platform 

RESULTS & FEEDBACK

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

• Designed and implemented a new sales process that streamlined operations and increased productivity by 25%. 
• Parallel data entry in Legacy and Salesforce system in the trial run for verification of the business processes. 
• A revamped sales process, enhancing efficiency by 25%, was designed and executed. 
• To ensure accuracy, business processes were verified through parallel data entry in both Legacy and Salesforce systems during the trial run.

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

Great communicators, we had a plan in place from when the project started and TechWize kept up with all the deadlines, as well as being flexible if changes were needed once development actually started.

What was your primary form of communication with TechWize?

Virtual Meeting

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

We're impressed with their breadth of knowledge and experience when it comes to Salesforce. Anytime a question came up, they always found an elegant solution to complex problems.

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

None at all they do amazing work

BACKGROUND

Please describe your company and position.

 I am the Senior Account Manager of an information technology company 

Describe what your company does in a single sentence.

Staffing and recruitment

OPPORTUNITY / CHALLENGE

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

• Implement Microsoft Dynamics CRM

SOLUTION

How did you find TechWize?

Online Search

Why did you select TechWize over others?

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

How many teammates from TechWize were assigned to this project?

2-5 Employees

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

Our company wanted to implement Dynamics365 CRM. our current process is very much manual which includes google spreadsheet and we have multiple local systems which we wanted to integrate to Dynamics CRM.

RESULTS & FEEDBACK

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

• Successful implementation of Dynamics CRM
• Integrating our local data systems with CRM, integrate our financial system to CRM

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

Project management was upto the mark. We had weekly scrum meetings which was needed for successful project completion.

What was your primary form of communication with TechWize?

In-Person Meeting

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

TechWize developers were highly qualified and expert in the field.

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

We don't think any area of improvement. Everything was smooth and delivered in a timely manner.

BACKGROUND

Please describe your company and position.

I am the Director and Founder of Terra Edge Soft FZE.

Describe what your company does in a single sentence.

Using AI/ML technique, we structure any and every form of Unstructured Data.

OPPORTUNITY / CHALLENGE

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

To get right fit and solutions

SOLUTION

How did you find TechWize?

Other

Why did you select TechWize over others?

• High ratings
• Good value for cost

How many teammates from TechWize were assigned to this project?

2-5 Employees

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

Data extraction from PDF and Image documents and putting into tabular format

RESULTS & FEEDBACK

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

Output that was acceptable to the end customer.

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

Right skills, solution, and timeline

What was your primary form of communication with TechWize?

Virtual Meeting

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

We're impressed with the accuracy of their outputs and their end-to-end support.

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

all-encompassing solutions and skill sets to be highlighted

BACKGROUND

Please describe your company and position.

I am the CEO of Kobe Digital

Describe what your company does in a single sentence.

We are a digital company focused on web apps, mobile apps and digital marketing.

OPPORTUNITY / CHALLENGE

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

• To have a stable partner who can work on our projects as and when required.

SOLUTION

How did you find TechWize?

Online Search

Why did you select TechWize over others?

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

How many teammates from TechWize were assigned to this project?

2-5 Employees

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

We have worked on multiple projects with TechWize, but here I would like to mention one eCommerce project we did together. We needed to develop an eCommerce store for one of the biggest watch retailer in USA. The eCommerce website had more than 1000 products listed and we needed certain functionalities like, quick checkout, watch finder, trade watches, marketplace for consumers. We needed assistance from end to end, i.e. from design to deployment and support.

RESULTS & FEEDBACK

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

TechWize started with the custom designs for the store and after a few alterations, we finalized on the designs. Development cycle was very smooth and all the functionalities were taken care of and they made sure that we don't miss out on any functions.

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

Project management of TechWize was very good for this project. There was some delays in a few functionalities, but it's absolutely understandable as some situations are unavoidable. But, overall project lifecycle was smooth and we love working with TechWize on projects.

What was your primary form of communication with TechWize?

• Virtual Meeting
• Email or Messaging App

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

Their continuous urge to work on different projects and the skills of their developers are outstanding.

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

I don't think any improvements are needed.

BACKGROUND

Please describe your company and position.

I am an executive of Online Media Company

Describe what your company does in a single sentence.

Online Media in the Life Science space

OPPORTUNITY / CHALLENGE

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

• Order Management Orchestration, and Integrations
• Salesforce CPQ configuration

SOLUTION

How did you find TechWize?

Referral

Why did you select TechWize over others?

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

How many teammates from TechWize were assigned to this project?

2-5 Employees

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

To design the User Interface for configuring shopping basket/cart or solutions which a client wants to purchase/subscribe. Those could be individual customers or corporate interested in bulk subscription of lines of fibre lines etc. Generating Quote and Contract Generating Order and its orchestration Integrating Billing and Provisioning systems.

RESULTS & FEEDBACK

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

They did a great job. They provided budget and status reports. We had a weekly status call and arranged multiple demos throughout the development cycle.

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

The SCRUM master led the project and made sure the work was done. We mainly communicated through video calls.

What was your primary form of communication with TechWize?

• Virtual Meeting
• Email or Messaging App

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

It was their working style. The collaboration between our developers was great, and communication was clear. Overall, they were very easy to work with.

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

I don’t think that anything was missing in terms of project management, development or testing. There were a few issues at the start of the project regarding generating reports, but later on we had clear communication and everything was smooth then.