WayPath Consulting

BACKGROUND

Please describe your company and position.

I am the VP of Strategic Accounts of (a/an) Other Industry

Describe what your company does in a single sentence.

We provide communication strategy and delivery in print, mail, and electronic delivery to the consumers for companies in a wide variety of industries.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire WayPath Consulting to accomplish?

• Provide specific skill set
• Complete programming in specified time frame
• Complete project without interruption to our existing workflow and production

SOLUTION

How did you find WayPath Consulting?

Other

Why did you select WayPath Consulting over others?

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

What was the size of WayPath Consulting’s team?

2-5 Employees

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

Document composition programming design and data mapping. They also provided excellent QC review finding some corrections needed. Their team of programming experts allowed us to complete a project in weeks that would have taken us several months if not a year or longer to complete. They're an excellent team to collaborate with from beginning to end.

RESULTS & FEEDBACK

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

• QC testing of programming
• Client approval

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

Excellent project management. All tasks were delivered on time, and when possible, they went the extra mile to provide us the most value. We were very happy with the level of industry-level knowledge and skill set that was provided. They are a wonderful group of professionals to work with.

What was your primary form of communication with WayPath Consulting?

• Virtual Meeting
• Email
• Messaging App

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

The level of collaboration from the onset getting to know our company and business model from the highest levels of the organization. It was a true consultation, working with Paul and John never a sales pitch. They utilized their own SME skills and took the time to be educated in our unique line of business as well to jointly come up with the best solution.

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

Not that I can think of.

BACKGROUND

Please describe your company and position.

I am the Founder of Sequoia Mortgage Capital

Describe what your company does in a single sentence.

Sequoia Mortgage Capital is a private mortgage bank.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire WayPath Consulting to accomplish?

• Download our customer data from our Microsoft CRM

SOLUTION

How did you find WayPath Consulting?

Online Search

Why did you select WayPath Consulting over others?

Outstanding Customer Service

How many teammates from WayPath Consulting were assigned to this project?

1 Employee

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

We simply needed immediate help exporting our contact records from Microsoft Dynamics CRM

RESULTS & FEEDBACK

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

Jim immediately helped complete our project from his hotel room during an industry conference.  I've never had better customer service from any consultant.  

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

Jim knew he could solve our problem, and he immediately did, again while attending an industry conference.  We are eternally grateful.  

What was your primary form of communication with WayPath Consulting?

Virtual Meeting

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

Outstanding customer service...like no other.  

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

no.