Start-up Client Wins Large-Scale CRM Migration Project

Start-up consulting firm, looking to scale responsibly and add revenue, lacked internal resources to bid on competitive, large-scale CRM migration project and custom API build.

Bid project: Client suffered loss of vital reporting tools, specifically relating to internal customer call center in addition to on-going challenges in functionalities of internal software for company users.

Bridge contracted two Junior PM’s who had experience and system specific knowledge to join start-up team. The partnership resulted in a robust and comprehensive winning project proposal:

Scope of project grew to build custom API into desktop for a custom dashboard.

  • System was fixed and reporting restored.
  • Custom-built API provides direct customer feedback.
  • Ensured project stickiness, user adaptability.
  • C-level executives trained in high-level usability and problem solving.

Additional Revenue: Ability to scale the number of consultants without the overhead. Enabled client to win new contact worth $1.1m in revenue.
Improved product/asset: C-level executives able to access custom reports and the right data at the right time to make key decisions. Extract value.
Placements: 2
Industry: Consulting, Health Care
Skillsets: Help Desk, Project Management, API Integration, CRM Migration, User adoption, Custom Reporting
Technology: ITL Systems, Remedy, Salesforce, Semange

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