What was the scope of their involvement?
They built two completely proprietary systems. One is our firms nerve center that runs our entire business. It integrates all the invoicing; it’s a time entry system, and there’s a frontend workflow form in Domino. As a whole, it captures all our financial data and does some very complex reporting and commissions off of it.
At the end of last year, they designed a tool that automatically looked at the timecards, marked everything as paid, generated the invoices, and sent them over to our accounts payable software. This way, our suppliers could stop invoicing us.
They’ve also helped with different forms and workflow data. They made sure we had a reportable data warehouse and they did replications for third-party tool integration. A lot of it was being able to talk through a business problem, understanding our systems as well as our business, and coming up with a solution that not only got results, but also fit with our quirky people that aren’t very technical, as well as our systems, which are very proprietary.
They used Microsoft SQL servers, SQL Server Reporting Services (SSRS), Talend for ETL (Extract, Transform, Load), SharePoint, Lotus Note, Azure, WordPress, CSS, HTML, and Java. Currently, they’re still working on innovative projects to help us focus on our core business such as a purchase order (PO) system.
What is the team composition?
My main contact was Ian, their Senior Consultant, but I also worked with the owner, as well as an Account Manager.
How did you come to work with Traction Consulting Group?
They were doing some very small pieces of work for my organization. When I become the ePMO director, we solidified the relationship. I believe we found them years ago, through one of our developers.
How much have you invested with them?
We’ve spent over $1 million.
What is the status of this engagement?
We’ve been working together since 2015.