Valere

BACKGROUND

Please describe your company and position.

I am the CEO & Founder of TicketGenie.io

Describe what your company does in a single sentence.

TicketGenie.io is a B2B software platform providing professional ticket brokers with inventory management, sales analytics, and market intelligence tools across primary and secondary ticket markets.

OPPORTUNITY / CHALLENGE

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

• Developing user flows for complex data visualizations (market share, historical pricing, sales volume trends)
• Supporting product management with roadmap prioritization
• Aligning marketing assets with our new product identity
• Creating a scalable user experience for our B2B platform and continuously auditing the software UI to make sure it's up to industry best practice
• Improving dashboard experiences for inventory tracking and sales analytics

SOLUTION

How did you find Valere?

Referral

Why did you select Valere over others?

• Company values aligned
• Demonstrated genuine understanding of B2B SaaS complexity

How many teammates from Valere were assigned to this project?

2-5 Employees

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

Scope of Work:

• Complete UX audit of existing platform
• User research and persona development for professional ticket brokers
• Design system creation (components, patterns, documentation)
• Dashboard redesign for sold inventory, pricing analytics, and market intelligence
• Wireframes and high-fidelity prototypes for new features
• Product roadmap collaboration and feature prioritization
• Marketing collateral aligned with updated brand identity
• Ongoing CX consultation for user feedback integration

Key Deliverables:

• Figma UX and High fidelity wireframes informing complex design and functionalities in accordance with UX best practices as well as competitors.
• Complete overhauled core functions of the software to truly streamline user journeys.
• Interactive prototypes for stakeholder validation
• Product requirements documentation for engineering handoff
• Brand guidelines for marketing consistency

RESULTS & FEEDBACK

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

• Reduced user onboarding friction (measured through support ticket volume decrease)
• Increased daily active usage of analytics features
• Positive qualitative feedback from broker users on interface clarity

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

Yes. They consistently refined deliverables to meet our subjective success requirements. When initial directions didn't land, they adjusted quickly without friction.

What was your primary form of communication with Valere?

• Virtual Meeting
• Email or Messaging App

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

Their commitment to understanding our specific market. They didn't apply generic SaaS patterns; they invested in learning how professional ticket brokers think about inventory, pricing, and market dynamics. That depth of context made the design work substantive rather than superficial. Finding partners who share commitment to innovation and platform growth through design leadership is rare. Valere delivered that.

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

N/A

BACKGROUND

Please describe your company and position.

I am the CTO of Daylight Transport

Describe what your company does in a single sentence.

Daylight Transport, is an expedited LTL carrier headquartered in California

OPPORTUNITY / CHALLENGE

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

• Unified Design System
• Workstream-Specific Interfaces
• Prototyping
• Discovery & User Research

SOLUTION

How did you find Valere?

Referral

Why did you select Valere over others?

• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Valere were assigned to this project?

2-5 Employees

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

Valere led the UX/UI transformation of our custom LTL TMS platform called APEX across six interconnected workstreams.

RESULTS & FEEDBACK

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

• Operations (5.0/5.0)
• Platform Scalability (4.5/5.0)
• User Experience (5.0/5.0)

Replaced clunky, disconnected legacy interfaces with intuitive, consistent platform

Field teams transitioned from legacy tools to new platform in under 2 weeks

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

Valere delivered on schedule and maintained budget discipline. They use agile sprints with weekly syncs, which kept our teams aligned. Occasionally, scope refinements required timeline adjustments, but they proactively communicated trade-offs and never missed a critical milestone.

What was your primary form of communication with Valere?

Virtual Meeting

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

They have exceptional responsiveness and flexibility. When operational realities didn't match initial assumptions, they quickly pivoted. Most impressive was their willingness to iterate—they didn't treat designs as final but continuously refined based on our subjective success criteria and user feedback from the dock floor.

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

Early in the engagement, there was a learning curve around transportation-specific terminology and workflows. While they adapted quickly, initial designs required more revision than expected. Additionally, I'd prefer more proactive documentation of design decisions—sometimes rationale behind certain UX choices wasn't captured, making handoffs to our internal team slightly more complex.

BACKGROUND

Please describe your company and position.

I am the CEO of Death & Co / Gin & Luck

Describe what your company does in a single sentence.

Death & Co is an iconic cocktail brand that sets the standard for craft cocktail culture through our bars, educational content, books, and now digital experiences.

OPPORTUNITY / CHALLENGE

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

• We wanted to build an AI-powered bartender chatbot
• Provide conversational access to our 2,000+ cocktail recipe database
• Deliver personalized recommendations based on user preferences and available ingredients
• Capture customer data for marketing and engagement

SOLUTION

How did you find Valere?

Referral

Why did you select Valere over others?

• Pricing fit our budget
• Great culture fit
• Referred to me

How many teammates from Valere were assigned to this project?

2-5 Employees

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

Valere developed a Proof of Concept AI bartender chatbot using React and Python with a RAG (Retrieval-Augmented Generation) framework. Key deliverables included:

• Single-page web application with conversational chat interface
• AI personality fine-tuned to match Death & Co's bartender voice from our books
• Integration with our 2,000+ recipe database with intelligent retrieval
• User authentication system requiring email/phone after three initial queries
• Conversation history tracking (7-day retention)
• Guardrails ensuring cocktail-focused conversations with appropriate redirects
• Ingredient substitution recommendations
• Capability to generate new recipes based on six fundamental cocktail frameworks (last resort only)
• Staging environment deployment ready for production launch
• Technical documentation and handoff materials

The project involved extensive prompt engineering, output refinement, and testing to achieve brand alignment and appropriate AI behavior.

RESULTS & FEEDBACK

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

• 90% accuracy rate: The chatbot provides correct, relevant responses from source materials 90% of the time
• Additional 5-7%: Minor tweaks needed but fundamentally correct responses
• 3-5% edge cases: Incorrect responses, usually due to conversation context issues—areas we're continuing to refine
• Staging build deployed: Fully functional application tested with real users
• Production-ready: Foundation built for public launch and future feature expansion
• Brand voice achieved: AI personality successfully mirrors Death & Co's professional bartender style
• User data capture: Email/phone collection system integrated for marketing funnel

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

Valere delivered on the core timeline, but the iterative nature of getting the GenAI outputs right meant we continued refining well into the project. They were responsive when we raised concerns and willing to do extra cycles of testing and prompt tuning. However, as non-technical clients, we would have benefited from more proactive status updates and clearer milestone communication. They responded well to our needs when we pushed, but we had to drive that process more than we expected. That said, they never rushed us to accept something we weren't satisfied with.

What was your primary form of communication with Valere?

Virtual Meeting

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

Valere's willingness to iterate until we were satisfied was genuinely impressive. GenAI projects are inherently subjective—getting an AI to "sound right" and behave appropriately requires patience and lots of testing. They could have locked us into a fixed scope and walked away after the initial delivery, but instead they put in the extra effort to refine prompts, adjust guardrails, and test edge cases until we had something that truly represented our brand. Their technical team also did a great job explaining AI concepts in plain language, which helped us make informed decisions without getting lost in jargon.

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

As a client, we sometimes felt we had to drive the project timeline and flag issues rather than having them anticipated. More proactive project management would have been helpful—specifically, clearer milestone check-ins and earlier identification of potential roadblocks. There were moments where we needed to push for updates rather than receiving them automatically. For a GenAI project with inherent uncertainties, having someone proactively managing expectations and communicating progress would have reduced our stress.

BACKGROUND

Please describe your company and position.

I am the CEO/Founder of Skill Vault Hockey - Player Vault

Describe what your company does in a single sentence.

Skill Vault Hockey provides elite on-ice skills training and an AI-powered video mentorship platform (Player Vault) that clips shifts, tracks stats, and builds highlights.

OPPORTUNITY / CHALLENGE

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

• Build and launch the Player Vault MVP (uploads, video viewer, highlights/reels, mentorship tools).
• Set up production infrastructure under our ownership — Vercel (hosting), Supabase (auth/DB), AWS S3 (video), Stripe (subscriptions/webhooks).
• Implement the core AI pipeline for automated shift clipping and basic stat tagging, ready for app integration

SOLUTION

How did you find Valere?

Online Search

Why did you select Valere over others?

Company values aligned

How many teammates from Valere were assigned to this project?

2-5 Employees

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

• Scope: Valere Realms was engaged to design, build, and deploy the Player Vault MVP—an AI-assisted hockey video platform—with production infrastructure under our ownership and a clear path to add automated analysis. 
• Key deliverables (by area)
  • Infrastructure & Ownership: Stand up production accounts and projects in Vercel (hosting), Supabase (auth/database), AWS S3 (video storage), and Stripe (billing) under Skill Vault’s control. CI/CD deployment to Vercel, environment variables, secrets management, and basic monitoring.
  • Payments & Entitlements: Stripe checkout, customer portal, products/prices, webhooks, and entitlement logic for tiers (Player Vault Basic/Pro, Mentorship add-on). Data & Auth Supabase schema/migrations (players, teams, games, clips, stats, entitlements), RLS/role-based access (player/coach/mentor), and API keys wiring.
  • Video Pipeline (MVP): Presigned uploads to AWS S3, confirm flow, object tagging, lifecycle rules (auto-delete buffer). Private playback URLs, clip creation endpoints, and sharing links. 
  • Frontend (Next.js on Vercel): Onboarding with plan picker, pricing/subscription pages. Upload flow + usage tracker. Video viewer with basic stats, shift/clip timeline, and highlight reel UI + export/share. Player dashboard (profile, public/private toggle, highlights, recent games).
  • Mentorship Add-On: Coach review access, player feedback UI, notes/comments, and mentorship dashboard.
  • AI Foundations (tooling) 
  • Local/test utilities for analysis: analyze-local.ts, inspect-analysis.ts, export-clips.ts, make-reel-from-analysis.ts to support automated shift clipping and early stat tagging.

RESULTS & FEEDBACK

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

Measurable outcomes

• Ownership & infra complete: Set up production accounts you own for Vercel, AWS S3, Stripe, and Supabase (4/4), with CI/CD to Vercel and environment variables documented.
• Payments live (test mode): Stripe checkout + portal + webhooks wired; test purchases, plan changes, and cancellations succeed end-to-end.
• Video pipeline working: Presigned uploads → S3 → private playback verified; bucket encryption, HTTPS-only, and lifecycle rules configured; handles full-game files via multipart uploads without timeouts
• App “golden path” validated: New user sign-up → pay → onboarding → upload → view → create highlight reel → share link completed successfully in staging.
• Mentorship add-on functional: Coach review access, notes/feedback UI, and player journal flow operating as designed.
• AI foundations delivered: 4 analysis utilities shipped (analyze-local, inspect-analysis, export-clips, make-reel-from-analysis) and run against 5 sample games to generate clips/reels for verification
• Player features shipped: Profiles (public/private toggle), video viewer with clips/stats placeholders, highlight reel builder with export/share, usage tracker.
• Handoff readiness: Env/key lists, webhook endpoints, and migration steps prepared; team can push next iteration immediately once final keys/webhooks are set.

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

great to work with.

What was your primary form of communication with Valere?

• Virtual Meeting
• Email or Messaging App

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

Their end-to-end ownership has been outstanding—they handled hosting, database, payments, and video pipeline (Vercel/Supabase/Stripe/AWS) and shipped working AI analysis tools early, not slideware. They iterate fast with clear weekly demos, clean code/docs, and product-minded suggestions that simplified flows for players and coaches. They also prioritized security and ownership (least-privilege S3, HTTPS-only, encryption) and made handoff to my accounts painless.

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

all great

BACKGROUND

Please describe your company and position.

I am the OWNER - CEO of OTRA FORMA ARQUITECTURA

Describe what your company does in a single sentence.

Architecture firm specializing in the development, design, and construction of multi-scale projects."

OPPORTUNITY / CHALLENGE

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

• Restructure the budgeting system and internal cost control.

SOLUTION

How did you find Valere?

• Online Search
• Referral

Why did you select Valere over others?

• High ratings
• Pricing fit our budget
• Referred to me

How many teammates from Valere were assigned to this project?

5

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

Our internal budgeting process was entirely manual, relying on a complex web of spreadsheets passed between department heads and the finance team. This process was incredibly time-consuming, often taking months to complete, and was highly susceptible to human error, such as formula mistakes or data entry typos. We lacked real-time visibility into budget status and found it nearly impossible to perform scenario planning or generate predictive forecasts efficiently. This inefficiency was a significant bottleneck that hindered our ability to make agile financial decisions.

The vendor was responsible for the end-to-end development and implementation of a custom AI-powered platform to automate our entire budgeting workflow.

This included:

Discovery & Strategy: In-depth workshops to understand our existing processes, pain points, and desired outcomes.
System Integration: Integrating the new platform with our existing ERP and financial software to ensure seamless data flow.
AI Model Development: Building and training machine learning models to analyze historical financial data, identify trends, and generate accurate baseline budget projections.
Platform Development: Creating a secure, web-based interface for department heads to input, adjust, and review their budgets collaboratively and in real-time.
Training & Support: Providing comprehensive training for our finance team and department heads, along with ongoing technical support.

The primary deliverable was the fully functional AI budgeting platform. This included the user-facing application, the underlying AI models, and complete integration with our existing systems.

How did you measure the success of the project?

Success was measured against several key metrics:

Reduction in budget cycle time: We aimed to cut down the time spent on budget preparation and consolidation.
Improvement in forecast accuracy: We tracked the variance between our AI-generated forecasts and actual performance.
Reduction in manual errors: We monitored the number of revisions and corrections required compared to our old process.
User adoption and satisfaction: We surveyed our internal users for their feedback on the new system's usability and effectiveness.

RESULTS & FEEDBACK

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

The results have been transformative. We have successfully:

Reduced our budget preparation and approval cycle by over 60%.
Improved the accuracy of our financial forecasts, leading to better resource allocation and strategic decisions.
Virtually eliminated manual data entry errors, saving countless hours of rework and increasing our confidence in the numbers.
Empowered our department heads with a tool that gives them more ownership and real-time insight into their financial planning.

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

Project management was excellent. The team was highly organized, professional, and communicative. They used an agile methodology with bi-weekly sprint reviews, which kept us informed and allowed us to provide feedback at every stage. We used Slack for daily communication and Jira for tracking progress and milestones, which worked seamlessly. 

What was your primary form of communication with Valere?

• Virtual Meeting
• Email or Messaging App

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

What impressed us the most was their ability to translate a complex business need into a simple, elegant, and powerful technical solution. They didn't just build a tool; they provided a comprehensive solution that addressed the root causes of our challenges. Their team's deep expertise in both artificial intelligence and financial processes was evident from day one and was critical to the project's success. Be open and detailed about your internal challenges during the discovery phase, as this will allow them to tailor the best possible solution for you. They are true experts and a reliable partner for any company looking to leverage AI for process automation.

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

Honestly, there is very little to suggest for improvement. The project was handled exceptionally well from start to finish. Perhaps they could offer more extensive pre-recorded training materials for future new hires, but their live training sessions and support have been more than sufficient.

BACKGROUND

Please describe your company and position.

I am the Project Manager of a marketing company.

Describe what your company does in a single sentence.

Marketing for live events

OPPORTUNITY / CHALLENGE

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

• Redesign and versioning of existing product
• Technical consultanting

SOLUTION

How did you find Valere?

Online Search

Why did you select Valere over others?

• High ratings
• Pricing fit our budget

How many teammates from Valere were assigned to this project?

6-10 Employees

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

The project involves the technical development and strategic deployment of Crowd MVP, a modular, data-driven event discovery and social engagement platform designed to serve urban nightlife communities. Built for scale, interoperability, and user growth, the MVP architecture prioritizes personalization, recommendation intelligence, and real-time interaction.

Core Platform Scope

 1. Back-End Architecture (MongoDB + Node.js):

Development of a robust, event-driven backend using MongoDB aggregation pipelines and Node.js Express services. The system supports CRUD operations for users, events, and engagement data, with schema optimization for high-frequency querying.

 2. Trending Events Algorithm v1.0:

Implementation of a weighted scoring model to rank events dynamically using variables.

 3. User Behavior Tracking Layer:

Lightweight tracking system storing attendance, clickstreams, and discovery interactions to improve future recommendation accuracy and segment user types (hosts, fans, explorers).

 4. Modular Front-End Component System:

Responsive mobile-first React/Next.js interface (or compatible stack) with reusable components for event cards, recommendation feeds, profile badges, RSVP workflows, and live activity status.

 5. API & Third-Party Integrations:

RESTful and webhook-ready API structure, with integrations planned for:

 • SMS (Twilio or equivalent)

 • Stripe or ticketing provider

 • Image hosting/CDN layer

 • Push notifications (Firebase Cloud Messaging or similar)

 6. Admin & Host Dashboards:

CMS tools for moderators and hosts to create events, monitor engagement, and flag/report issues. Built with role-based access control and analytics-ready export features.

 7. Data Operations & Scalability Strategy:

Includes data indexing strategies, event de-duplication protocols, and cache-ready endpoints to handle high traffic loads and search functionality. Future readiness for GraphQL transition is architected into backend abstraction layers.

 8. Deployment & DevOps:

MVP will be deployed in a containerized cloud environment (Docker + DigitalOcean or AWS ECS). CI/CD setup with GitHub Actions and readiness for horizontal scaling.

 9. Technical Documentation Package:

Full stack documentation for developers and partner engineers including:

 • Endpoint references

 • DB schema maps

 • Change logs

 • Infrastructure diagrams

 • API auth protocol walkthrough

RESULTS & FEEDBACK

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

Weekly deliverables and meets and constant communication of understanding. There team is not afraid to push back or clarify anything which helps refine their understanding from different perspectives. This in our belief has allowed for a great product to be built from the inside out because there is deep common understanding of function and purpose

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

Yes they deliver everything on time given we provide the information they need. They have a PM for specific design functions and a team behind that. So for design maybe a ui pm and a web pm for dev a pm for that for client management a pm for that and the PMs talk or deliberate after meeting with the client to ensure the different systems are aligned and given proper focus

What was your primary form of communication with Valere?

• Virtual Meeting
• Email or Messaging App

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

I like how diverse the staff is from different countries while still maintaining clear communication in English and a high level of professionalism. It makes me feel like a there is a good blend of perspective to solve any problems that may arise. It also give validation that people from all over the world see something in our product that they like - assuming they were giving honest feedback 

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

Given there breadth of experience they could probably offer general business consulting services to improve their clients internal structure as an add on. We had issues with account credentials and sharing. Not a big deal for my company but there are tools that they probably are aware of with other clients that we could use to make things smoother. Our relationship with Valere is good, so if something is off we address it directly and they respond in kind. There was an issue with the communication cadence early in the project but we found a rhythm that works so it's all good.

BACKGROUND

Please describe your company and position.

I am the COO of DNA for Insta

Describe what your company does in a single sentence.

DNA for Insta is the ultimate matchmaking platform for artists and creators, designed to amplify music and monetize influence.

OPPORTUNITY / CHALLENGE

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

• Flutter App Development
• Product Design & UX/UI

SOLUTION

How did you find Valere?

Upwork

Why did you select Valere over others?

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

How many teammates from Valere were assigned to this project?

2-5 Employees

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

Flutter App Development
Re-coding our existing Flutter app: including work with Meta API and existing backend framework.

Updating and normalizing app design for cohesive aesthetics: including design improvements.

Adjusting application to accommodation for authentication updates.

Web Design & UX/UI Updates

Fully redesigned web component of the product: including campaign creation & management flows. 

Modified and updated screens for improved overall functionality and appearance 

RESULTS & FEEDBACK

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

Mobile Application

• Testflight & .apk file submissions

Web Design 

• Figma file delivery and prototype reviews

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

Valere's project management was excellent. They worked extremely smoothly with our existing team. Delivery was on time, and they responded to our needs, development requirements, and adjustment requests with ease. 

What was your primary form of communication with Valere?

• Virtual Meeting
• Email or Messaging App

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

Their communication with our team and their dedication to fully understanding both the larger and smaller components of the product and its functionality. Specifically, the design team's work on our web application re-design was a refreshing and beautiful update to our product. 

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

A few more prototype reviews could be a helpful addition to the work cycle. 

BACKGROUND

Please describe your company and position.

I am the CEO of My Faith Will Inc

Describe what your company does in a single sentence.

We provide an easy, secure, and guided way for individuals to create a legally valid will online while supporting charitable giving and leaving a lasting legacy.

OPPORTUNITY / CHALLENGE

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

• Create an application for our vision/idea
• Build and modify
• Create a second version for greater reach

SOLUTION

How did you find Valere?

Referral

Why did you select Valere over others?

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

How many teammates from Valere were assigned to this project?

2-5 Employees

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

Valere was responsible for the full development and implementation of MyCatholicWill.com and MyLegacyWill.com, transforming the vision into a seamless, user-friendly online will creation platform. Their scope of work included product design, front-end and back-end development, integrations with key third-party services, security enhancements, and ongoing maintenance.

Key Deliverables:
Custom Will Creation Workflow – Developed an intuitive, step-by-step process allowing users to easily generate a legally valid will, ensuring compliance with estate planning best practices.
User-Friendly Interface & Experience (UI/UX) – Designed a clean, simple, and faith-aligned experience tailored to engage users and encourage legacy giving.
Secure Document Generation & Storage – Implemented a robust system for generating, formatting, and securely storing user wills in PDF format.
Donation & Charitable Giving Integration – Built seamless options for users to allocate a portion of their estate to Catholic charities and other nonprofit organizations.
CRM & Email Automation Integration – Connected the platform with CRM systems to facilitate communication, nurture leads, and provide reminders for incomplete wills.
Multi-Site Architecture – Developed both MyCatholicWill.com and MyLegacyWill.com, ensuring scalability and adaptability across different brands and audiences.
Ongoing Support & Maintenance – Provided continuous updates, bug fixes, and performance optimizations to enhance security and user experience.

Valere’s work ensured that both platforms delivered a reliable, mission-driven solution for will creation while maximizing impact for charitable giving.

RESULTS & FEEDBACK

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

The collaboration with Valere resulted in several measurable outcomes that demonstrate the success of MyCatholicWill.com and MyLegacyWill.com:

Key Measurable Outcomes:

Total Future Bequests Committed: 

Over $275 million committed in future bequests to charitable organizations through wills created on the platform.

Number of Wills Created:

Thousands of legally valid wills successfully completed by users, ensuring more individuals have proper estate plans in place.

User Engagement & Completion Rate:

High user engagement and completion rates, with many users successfully finishing the will creation process after starting.

Charitable Giving Impact:

A significant percentage of users included charitable gifts in their wills, reinforcing the platform’s mission of legacy giving.

Website Performance & Reliability:

Secure, high-performing platform with minimal downtime and strong security protocols to protect sensitive user data.

CRM & Email Automation Success:

Effective lead nurturing through automated follow-ups and reminders, leading to an increase in will completion rates.

Expansion & Scalability:

Successful launch of MyLegacyWill.com as an additional platform to reach a broader audience, demonstrating the scalability of the technology.

These measurable results highlight how Valere.io’s work contributed to making MyCatholicWill.com and MyLegacyWill.com impactful, mission-driven platforms that simplify will creation and encourage

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

Valere demonstrated strong project management skills, effectively balancing technical development with responsiveness to our needs. They followed a structured development process, incorporating agile methodologies to ensure steady progress and flexibility in addressing feedback.

Delivery & Timeliness:
Most key deliverables were completed on time, though some features required additional iterations to align with our vision. They maintained clear timelines and milestones, ensuring transparency throughout the project. When delays occurred, they were proactive in communicating challenges and worked efficiently to resolve them.

Responsiveness & Communication:
Valere.io was highly responsive to our feedback, showing a strong willingness to adapt and refine features as needed. They provided regular updates and check-ins, ensuring we were always informed on progress. When we identified areas needing improvement, they were quick to iterate and improve without hesitation.

Overall Assessment:
Their project management approach was structured yet flexible, allowing them to deliver a high-quality product while accommodating our specific needs. While some refinements required additional collaboration, their commitment to excellence and open communication made the partnership productive and successful.

What was your primary form of communication with Valere?

Virtual Meeting

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

What stood out most about Valere.io was their ability to translate a complex vision into a seamless, user-friendly platform while maintaining a strong commitment to mission-driven work. Their blend of technical expertise, adaptability, and genuine dedication to our goals set them apart.

Most Impressive Aspects:

Mission Alignment: They didn’t just build software—they understood the heart of our mission and crafted a platform that encourages legacy giving in a meaningful way.

User-Centered Design: Their focus on making will creation simple and engaging ensured a smooth experience for users of all backgrounds.

Responsiveness & Collaboration: They listened, adapted, and refined based on our feedback, ensuring the final product truly met our needs.

Commitment to Quality: They didn’t cut corners—every feature was carefully designed and executed to create a secure, scalable, and high-performing platform.

Overall, Valere wasn’t just a development vendor—they were a true partner in bringing MyCatholicWill.com and MyLegacyWill.com to life, making a lasting impact on charitable giving and estate planning.

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

While Valere delivered a high-quality platform and was a strong development partner, there were a few areas where improvement could enhance future collaborations:

Areas for Improvement:

More Proactive Problem-Solving:

At times, certain features required additional iterations to align with our vision. A more proactive approach in anticipating potential roadblocks could have streamlined the process.

Faster Turnaround on Refinements:

While the core development was timely, some adjustments and refinements took longer than expected. A more agile response to these changes would improve efficiency.

Enhanced Clarity on Technical Trade-Offs:

Providing more upfront discussions on possible limitations, trade-offs, and alternative solutions could have helped us make more informed decisions earlier in the process.

Despite these minor areas for improvement, Valere’s commitment to quality, responsiveness, and willingness to refine the platform ultimately led to a successful outcome. Strengthening these aspects would make their already strong services even better for future projects.

BACKGROUND

Please describe your company and position.

I am the Engineering Manager of Caylent

Describe what your company does in a single sentence.

AWS Consulting Services

OPPORTUNITY / CHALLENGE

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

• User interface design
• User experience design

SOLUTION

How did you find Valere?

ongoing relationship

Why did you select Valere over others?

• Company values aligned
• ongoing relationship

How many teammates from Valere were assigned to this project?

2-5 Employees

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

• Application style guide 
  • Review and design cohesive style guide for entire application
  • Iconography
  • Fonts
  • Colors
  • Design user experience elements from Client existing Jira opportunities for design updates for application ecosystem
• Ongoing Services 
  • UI/UX wireframes, mockups, and user flows
  • Review of the existing application UI/UX to understand features and flow
  • Capture any modifications needed to the desired frontend design
  • Design UI wireframes for screens in the application
  • Design UX diagrams to describe transitions between UI elements for task-based flows
  • Design UI and UX for additional application areas

RESULTS & FEEDBACK

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

• A consistent style guide for the enterprise application being developed
• Custom designs implemented across the application

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

The team is very responsive, attending multiple meetings each day and responding to Teams messages in a timely fashion.  

Designs were completed on time.  The team was very agile, handling changing priorities and changing scope with grace and good humor. 

What was your primary form of communication with Valere?

• Virtual Meeting
• Email or Messaging App

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

Their designs and response times are great. However, what is most impressive is the designer's understanding of the need to roll out the design changes over time.  It was never, "we need to do everything now", instead the designer was consistently able to create a sane roadmap for integrating the updates into the ongoing development work.

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

Our initial interactions were a little rocky, but once we settled on our current designer the process has been very smooth and I have no complaints.

BACKGROUND

Please describe your company and position.

I am an Executive of Roomy App

Describe what your company does in a single sentence.

We connect classroom parents through our app.

OPPORTUNITY / CHALLENGE

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

• Discovery
• UX/UI

SOLUTION

How did you find Valere?

• Referral
• upwork

Why did you select Valere over others?

• High ratings
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Valere were assigned to this project?

6-10 Employees

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

Our first goal was to finalise a full discovery including a business requirement document, research, versioning plan, user flows, Low fidelity wireframes, prioritized features, sitemap and information architecture, as well as estimates for the development. After a succesful first milestone we set out to finalize the UX/UI which included UI Benchmark, validation, UI Kit and UI design. 

RESULTS & FEEDBACK

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

The deliverables were clear and the steps to get there as well. We had close communication and we validated the work as every step was finalized. 

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

All milestones were delivered on time and any concerns that we had was taken seriously and discussed.

What was your primary form of communication with Valere?

• Virtual Meeting
• Email or Messaging App

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

We like to be involved in every step and we felt like that was welcomed and all of our thoughts and ideas were talked about and incorporated by Valere.

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

Being a global company with remote workers we feel like the language at times became a curb but nothing that couldnt be figured out.