World Source Tech, LLC

BACKGROUND

Please describe your company and position.

I am the Operations Manager of Evergreen Legal Protection

Describe what your company does in a single sentence.

Our company is a legal plan provider.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire World Source Tech, LLC to accomplish?

• Create a user-friendly portal for our partners to manage their enrollments.

SOLUTION

How did you find World Source Tech, LLC?

Referral

Why did you select World Source Tech, LLC over others?

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

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

Our project goal was to develop a portal interface for our partners to manage their accounts. This included integration with DocuSign and Salesforce, custom document generation, a customer application interface, and data import/export features.

RESULTS & FEEDBACK

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

Fully functioning partner portal with integrated applications

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

World Source Tech was true to their estimated project timeline. I was able to track project progress through their project dashboard and message team members. Their team was always prompt with updates and responses to any additional needs and questions.

What was your primary form of communication with World Source Tech, LLC?

• Virtual Meeting
• Email or Messaging App

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

The final product that World Source Tech put together for our company was very impressive. They were very receptive to the needs and ideas of our company. Our partners and customers are very pleased with the ease of use and appearance of the software portal that World Source Tech developed for us.

Are there any areas for improvement or something World Source Tech, LLC could have done differently?

None, we were very pleased with the process and final result.

BACKGROUND

Please describe your company and position.

I am the Executive of Countrywide Funding Group

Describe what your company does in a single sentence.

At Countrywide Funding Group, we are focused on helping our clients create and enjoy their life the way that they want to; life is too short after all, and your kids grow up so quickly. Accomplishing your goals and making memories is priceless, so we are excited to offer our personal loan program which has enabled thousands of customers to fulfill their dreams without having to wait years, or worse than that, having to miss out altogether.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire World Source Tech, LLC to accomplish?

• Clean website
• Consumer Friendly
• Free Information

SOLUTION

How did you find World Source Tech, LLC?

Referral

Why did you select World Source Tech, LLC over others?

• Pricing fit our budget
• Referred to me
• Company values aligned

How many teammates from World Source Tech, LLC were assigned to this project?

2-5 Employees

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

I needed a website built that matched colors and themes of our company marketing. I needed multiple landing pages completes and forms on all of our wesbsites. We got a home page completed quickly and then all other pages and forms followed shortly afterwards.

RESULTS & FEEDBACK

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

They gave me up to date updates and completion emails where in process or completed and a direct CRM I could log into and chat when need be

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

They delivered everything on time or before due dates and they respond very fast

What was your primary form of communication with World Source Tech, LLC?

• Virtual Meeting
• Email or Messaging App

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

They took what my vision really was and turned that into a website exactly how I wanted it.

Are there any areas for improvement or something World Source Tech, LLC could have done differently?

no

BACKGROUND

Please describe your company and position.

I am an executive at Start New Financial

Describe what your company does in a single sentence.

Financial Services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire World Source Tech, LLC to accomplish?

• Improve Load Time
• Improve User Experience
• Increase Number of Leads

SOLUTION

How did you find World Source Tech, LLC?

Referral

Why did you select World Source Tech, LLC over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Company values aligned

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

Website buildout

RESULTS & FEEDBACK

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

Emails, checkpoints, etc

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

World Tech Source has been great to work with, everything was delivered on time, and communication was great!

What was your primary form of communication with World Source Tech, LLC?

• Virtual Meeting
• Email or Messaging App

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

Their timeliness and efficiency were impressive

Are there any areas for improvement or something World Source Tech, LLC could have done differently?

Honestly, no.