SERVICES

Partner

We are curious partners – we actively listen and investigate to achieve and exceed your expectations. We rapidly comprehend your business and priorities using our years of experience leading Software as a Service (SaaS)/ Platform as a Service (PaaS) solutions, workplace and project management, and training/coaching. Our work focuses on the tenets of 1) honoring our relationships, and 2) delivering exceptional customer service.

Design

Working with our clients, we determine where the data is going, who needs to use it, identify gaps in the workflow, and the best plan for user access. The design is the foundation to tell your organization's story and know its standing.

We provide expertise in managing multi-phase projects and long-term work. Goals are set and work is coordinated by understanding how the pieces fit together and ensuring projects are completed on time and within budget.

Support

Service Scenarios

CLICK ON THE IMAGES or scroll down for detailed representations of partnership engagements. These are meant to provide an idea of what working with Team707 could look like. Contact us to discuss the possibilities of partnership.

Partnership Scenario

Full Process Review and App Build with Custom Integration - Long-Term Client Relationship

initial Needs Description

A small automobile spare parts manufacturing firm based in the U.S. has multiple partner factories in China. The firm began using Quickbase to track orders and the tasks required for their manufacturers to deliver those orders. The goal was for the manufacturer contacts in China to receive their work orders by accessing the Quickbase app in order to have streamlined access to their pending work. Since English is not the first language for these contacts, the workflow had to be simple and easy to comprehend. After using Quickbase on their own for a few months, the firm realized they need assistance to effectively design and fully launch their app.

Iterative Process for Initial Work Together

• Initial Meetings: We began the engagement with a series of meetings held virtually via screen share. The client provided access to the existing app, as well as reports being built in Excel and a wish list of functionalities.

• Design: After a couple of meetings and a review of all documentation and the app, a design diagram for the new app was presented and reviewed.

• Build Start: The next day, the new app build was underway and a first review of the new app was conducted via screen share four business days later.

• Revisions: Based on the feedback, changes were made.

• Observed Testing: Three days later, the client engaged with us in an observed testing session, offering feedback while using the app and allowing us to see and hear their experience as first time users. This helped us understand workflow needs, structural integrity, and how best to enhance the user experience.

• Revisions/Test Run Data Load: Based on the feedback from the shared session, revisions were made. Utilizing data mapping done with the client in a previous shared session, a test run data load of all orders from the current year. At this point, we were about three weeks into working together.

• Independent Testing: The client identified three users from different functional areas of the organization to test the system by editing the uploaded orders as the orders processed. This was done in parallel with keeping up the current system. A process and mechanism to easily capture feedback within the system were put in place.

• Revisions/Review: After a week of testing, we implemented the changes then conducted another review session via screen share.

• Live Data Upload: We made a few minor tweaks based on the last review session, then uploaded the live data during an agreed-upon window beginning late in the day Friday and completed in time for a Saturday morning review by the primary client contact.

• Launch: After approval of the live data import, the new system launched Monday morning - a total of five weeks from the beginning of the engagement.

first app Post-Launch

• Immediate Launch Support: For the two weeks following the Monday morning launch, intensive support was provided almost daily - answering questions, making adaptations, supporting the system administrator as he gained familiarity with adding and on-boarding new users.

• On-Going Support: Over the following months and years, support was provided in the form of coaching and executing requested tasks (depending on client’s resource availability). Topics included report building, workflow facilitation, adding new functionality such as adding Customer Quotes that could be mailed directly to clients, and Inventory management.

New Integrated Systems

• Build New App: A few years after launching the order management system, the firm moved sales and marketing in-house. We worked together to build a new CRM (customer relationship management) app in Quickbase to track sales and marketing activities. The sales team now had all their contact information and activities constantly available via their tablet as they were out in the field. A feature of the CRM included daily automated integration with the email marketing platform, GetResponse.

• Automated Integration: As contacts are added or inactivated in the CRM within QuickBase, GetResponse is updated and vice versa using both services' API. Activity within GetResponse such as clicks, subscribes and unsubscribes are recorded in Quickbase so the sales team understands at a glance which contacts are the most interested in each particular marketing communication, and then knows who to target with outreach. Home pages are designed based on role to provide detail on upcoming sales activities and prospect actions.

Partnership Scenario

Workflow and Integration - QuickBase, Salesforce and Workato

initial Needs Description

A solar power systems provider has used Quickbase for several years to manage installation projects. Their marketing and sales teams decided to implement Salesforce for their sales activity tracking and marketing campaigns. Because of the pace at which the marketing, sales, and project management pass-offs need to happen, they require a system that constantly updates information between Quickbase and Salesforce - when a change is made in one system, the other system needs to update accordingly. Prior to launching Salesforce, they sought help 1) figuring out any gaps in their workflow, and 2) choosing and setting up the tool to move the data.

solution

• Process Discovery: We met to examine their current sales and marketing processes, their hopes for Salesforce, and which users would access each system.

• Workflow Gaps: There were gaps in their workflow, which we were able to identify and make a plan to address.

• Tool Selection: We explored options for migration, given the data needs between systems, how it needed to move, the trigger, and the budget for the work. Final options came down to a custom coding solution and using Workato. In the end, the client chose Workato.

• Tool Set-up: Launched Workato to migrate the data between Quickbase and Salesforce. Prior to launch, we developed an integration plan, which included outlining triggers and field mapping. This made the actual set-up an easier task.

• Testing/Revisions: After turning the Workato recipes on, we tested the workflow and made adaptations to the recipes and originating systems.

• Launch: When the client was ready to launch Salesforce, we turned both Salesforce and Workato "on" for all users. Team707 provided one-hour response time turnaround assistance over the first two days to ensure high success.

• Post-Launch Support: As real work unfolded in Quickbase and Salesforce, process changes were required that affected when and what data migrated. In the weeks and months after launch, we continued to offer support. Primarily, this came in the form of coaching and advising the client systems administrator when challenges arose. We also provided vacation coverage for the client administrator and generally were available as needed.

Partnership Scenario

Coaching And Training - New App Administrator

initial Needs Description

A new app and process administrator was hired by the marketing team of a major security software company to support their cloud computing efforts. The marketing group had used their cloud platforms for several years, but did not have the resources to bring a new hire up to speed. To provide on-boarding support, the team sought coaching and training.

solution

• Goal Setting: The first work session was with the manager and new staff member. Goals were outlined and a work schedule set for the next four weeks. This included defining content per session, as well as setting the dates and time. Homework was agreed upon to be accomplished by the new administrator before the next session.
• Sessions: For each session, we 1) reviewed the homework from the previous session, 2) discussed new question content discovered since the previous session and prioritized resolution, 3) worked on the session goal, and 4) addressed any “right now” work, as needed.
• Help Desk: While the new administrator got up to speed, Team707 served as Help Desk Support. Client team members submitted help tickets. These were reviewed by the administrator and assigned to Team707 to resolve, as needed.