Zaneffi

BACKGROUND

Please describe your company and position.

I am the CEO of Lakant

Describe what your company does in a single sentence.

Simplify Financial Index Data Aggregation and Delivery

OPPORTUNITY / CHALLENGE

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

• Build a client portal

SOLUTION

How did you find Zaneffi?

Referral

Why did you select Zaneffi over others?

• Great culture fit
• Good value for cost
• Referred to me

How many teammates from Zaneffi were assigned to this project?

2-5 Employees

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

Development of a web application supporting 250 users/hour with secure login, subscription management, multi-level data hierarchy, comprehensive data visualization, ticketing system integration, and administrator functionality. Deliverables included a production-ready application, automated deployment pipeline, documentation, and fully-featured main pages with advanced visualization components.

RESULTS & FEEDBACK

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

Successfully delivered a production-ready enterprise web application supporting 250 users/hour, with secure authentication, advanced data visualization, and seamless third-party integrations—all completed within the one-month timeline. Early testers provided enthusiastic feedback about the intuitive interface and robust functionality, positioning the application well for client acquisition.

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

Professional project management with consistent communication, adherence to milestones, and they provided responsive support throughout the project.

What was your primary form of communication with Zaneffi?

• Virtual Meeting
• Email or Messaging App

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

Ability to deliver complex functionality (like administrator impersonation or multi-level data hierarchy) within tight timelines, or our high-quality UI design work that enhanced the final product.

Start from business end-goals to define what's to be delivered from a technical standpoint.

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

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BACKGROUND

Please describe your company and position.

 I am the CEO of an information technology company 

Describe what your company does in a single sentence.

Increasing sales of insurance brokers by 10% with a video meeting platform built for brokerage.

OPPORTUNITY / CHALLENGE

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

• Develop a scalable and performant video meeting platform allowing brokers to create and conduct meetings with prospects on computers and mobile phones
• Develop and integrate AI features (transcription, smart notes, ...)
• Develop a back office to easily create and manage new clients

SOLUTION

How did you find Zaneffi?

Referral

Why did you select Zaneffi over others?

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

How many teammates from Zaneffi were assigned to this project?

2-5 Employees

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

Design, develop and maintain a web platform with video calls between prospects and brokers

• Broker space: create, share and join meetings with prospects. Automatic note taking, customizable sales scripts. Share documents, screen and propositions. Managers monitoring (calls status, silent join, team performance and timings). Configurable feature, seats count and workflow. Regulatory trail and easy export for audit. Customizable client space.
• Prospect space: Verify identify, join calls with broker.
• Back office: Allow employees to easily manage new and existing clients configuration, feature and space.

Strong accent on the video and audio calls quality and resiliency.

RESULTS & FEEDBACK

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

• Platform and further evolutions delivered on time and on budget
• Less than a few hours of non-planned downtime during the whole collaboration
• 10% improved sales for clients
• 40% faster new employee training
• Average 200h total calls duration per day

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

They delivered what we needed on time and on budget, even going the extra mile when they did not have to.

What was your primary form of communication with Zaneffi?

• Virtual Meeting
• Email or Messaging App

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

They were really dedicated to our success and were not afraid to push us to be proud of the final product. They quickly felt like an extension of our team.

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

Grow bigger so they could have allocated more people to our project when needed.