endorsedCompleted

CRM Data-Loading Tool & Staffing Strategy for Apto

Services Covered:

Custom Software Development • Staff Augmentation

Industry

Real Estate

Duration

8 months

Budget

200K - 999K

Start Date

1 May 2020

Team Size

6-10 Employees

Engagement Model

Onshore

Project Capability Score (PCS)

73/100

Good

Project Capability Score (PCS) estimates how capable DEPT is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Apto

Denver, United States of America

Project Summary

The vendor built a React-based data-loading tool and implemented an ETL process to move large property and market datasets into the client's CRM while also performing Salesforce integrations. In addition to development, they provided hiring strategy and staffing support, producing a report and assisting with interview processes. The solution improved customer self-service and internal team capacity.

Key Challenges

Build a data-loading tool to move massive property and market data into a CRM
In-house team lacked experience to plan and execute the project
Rebuild the engineering team and define a hiring strategy

Project Deliverables

Data-loading tool
ETL process and flat-file upload functionality
Salesforce (Apex) integrations and APIs
Hiring strategy report and interview support
Skill-check review and staffing assistance

Project Solution

They developed a React-based tool to upload flat files via an ETL process into the client CRM, implemented Apex/Salesforce integrations and APIs to support data ingestion, and advised on deployment aspects. After development, they performed discovery interviews, produced a hiring-strategy report analyzing needed skills and hard-to-fill roles, and assisted with interview and skill-check processes.

Project Outcome

50% of customers can self-upload data
Data upload time reduced from up to two weeks to within an hour
Increased internal team capacity enabling automated flows and Python scripts
Avoided hiring additional staff for that team
Brought on qualified hires through staffing support

Platforms

CRM
API/Integration Platform

Tech Stack

React.js
Python
REST API

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“DEPT® (formerly Devetry) delivered an effective solution that saves the client and their customer’s time. They also helped hire a well-qualified team. Creating a seamless partnership, they communicated well and kept the client informed. They hit the ground running and completed the project in a timely fashion.”
Josh Haas
Director of Product
Date: 02/05/2021