Technology Advisors

Technology Advisors partnered with a small technology consulting company to provide custom software development services. They reviewed and replaced the client’s current CMS, prepared their platform's frontend for conversion, and merged two databases into one. The entire process was remotely handled using a cloud-based product. Following the database integration, Technology Advisors trained the client's team on the new CMS. The project involved 5-10 resources, including a project manager, and the client invested over $100,000. The engagement began in February 2021 and is ongoing.

The company also worked with a commercial insurance company to customize and implement a CRM software. The project started with a discovery phase, where the client's needs and the process of building and integrating the CRM software into their infrastructure were discussed. After creating a mock-up and conducting a test run, the CRM software was successfully implemented into the production environment. The client's team worked with 2-6 people from Technology Advisors, depending on their needs. The collaboration started in December 2015 and is still ongoing.

In another project, Technology Advisors was hired by a B2B software ITSM supplier to migrate their existing CRM tool to Hubspot CRM. The aim was to achieve greater integration with CRM and marketing tools and to promote wider adoption of good CRM practices. The project started with a kick-off meeting to identify key data sets for migration. This was followed by data clean-up, field mapping, and creation of new fields in the target CRM tool. Technology Advisors also assisted with best practices on working with Hubspot and created initial templates and workflows. The client interfaced with the project manager who coordinated with support and developer resources for migration/integration.