Please describe your company, your role, and the industry you operate in.
As Chief Digital Officer at Serra Tech SA I oversee technology spend and delivery across our Insurance operations out of Porto Alegre, Brazil. We're a commercially minded business, so every technology decision gets judged on what it actually contributes to the bottom line, not on how elegant it looks on paper.
What specific problem or business challenge led you to hire this company?
A competitor move forced our hand and compressed a roadmap item we'd planned for the following year. The CRM Development investment we'd scheduled twelve months out suddenly needed to happen in six, and building it internally in that window wasn't realistic.
What services did the company provide for your project?
The core of it was CRM Development, though their involvement grew to include technical consulting during discovery that meaningfully sharpened our own requirements. They also took full ownership of the third-party integration work, which had been a coordination headache on past projects, and just handled it themselves.
Why did you choose this company over other providers you considered?
We shortlisted five vendors through a structured process. The technical review knocked two out right away. Of the remaining three, this team stood out because their CRM Development approach was specific rather than generic, backed by actual reference projects in Insurance — not just case studies pulled off a website. The reference calls confirmed everything the proposal claimed.
How clearly did the company understand your requirements and business goals?
Really well, partly because they already had Insurance experience that cut down on the amount of context we had to provide. They knew the terminology, asked the right questions, and translated our business requirements into technical specs accurately enough that development barely needed any clarification cycles.
How was your overall experience with their communication and project management?
Proactive and well-calibrated. Technical detail for the engineering side, plain summaries for the steering group, and risk flags that came with a proposed fix attached rather than just a problem statement. The biweekly sprint reviews kept our stakeholders in the loop without requiring them to sit in on every working session.
Did the company deliver the project on time and within your expected budget?
Both, yes. One sprint hit a one-week delay from a third-party API dependency outside anyone's control. The team flagged it three weeks ahead of time, laid out two options, and we picked an approach that clawed the schedule back within the same sprint. That's the kind of foresight that separates real project management from just reacting to problems.
What tangible results or business impact have you seen since the project was completed?
Hard to isolate perfectly given everything else going on in the business, but the numbers we can attribute directly to the CRM Development work are solid: session duration up, conversion up, error rate down, and our NPS for that touchpoint has moved noticeably. Our account managers say it's coming up positively in client conversations now too.
What did you like most about working with this company?
Their willingness to just be direct. If our requirements were unclear, they said so. If our priorities contradicted each other, they explained why. If an approach we'd assumed was right actually had real downsides, they told us before we'd committed to it. That kind of honesty is exactly what I look for in a long-term partner.
Would you recommend this company to others, and would you work with them again?
Absolutely, with one caveat worth mentioning: the value really starts in discovery, so clients who take that phase seriously will get the most out of it. We put real effort in upfront and it clearly paid off in what got delivered.