“They’re great at taking what are sometimes very technical or complex ideas and turning them into stories anyone can understand”

"Specifically, they’ve helped with continually updating sales materials including our group’s unique website, sales presentation, incredibly technical documentation for auditors. They’ve worked on a full breadth of things.

During the first couple of years — when I wasn’t working with them — I believe they were doing UI and UX work on some early products. Once those were going, they shifted into a sales and marketing services provider. This speaks to their range of capabilities. They’ve not only built some of our software but helped empower our sales team to have the information necessary to sell it. They’ve also helped us prepare our customers to position the software for resale to their customers."

"One example is the due diligence documentation I talked about. Banks are under lots of pressure to show that they’ve done everything possible to be secure and that they’ve dotted all their “I”s and “T”s crossed. This means they get audited often and have to pull together information on all the services they use, including the 3rd-party services like ours. Visual Logic helped us put together a pre-canned package of all the things a bank or credit union would need to answer an auditor’s questions.

It’s a complex, complicated thing that Visual Logic made very visually appealing. We’ve gotten great feedback from financial institutions that have seen it or use it. I’ve personally been in pitch meetings where we’ve shown companies a documentation package we created just for them and they’ve taken huge sighs of relief. It’s a huge win for our customers.

Anoher example is the sales material they’ve helped us refine and better. We had old, terrible stuff on our sales team, but in the last six months alone we’ve generated dozens of new presentations specific to our products that have helped us sell like never before."

"They’ve done incredibly well. They have a Slack channel within our company and we speak 3–4 times a week depending on what’s going on; sometimes we speak every day. Sarah (Senior UX Designer), who manages the projects predominately, is phenomenal, which takes a lot of my worries away. She does a great job of understanding what our business is. We treat them like part of our internal team."

"Their level of involvement has made them part of our team. They took the time to understand what we were doing and that allows us to talk and communicate with them like a team member. We don’t have to re-explain things to them; it’s a seamless transition of knowledge that gets tasks done. They’re also great at taking what are sometimes very technical or complex ideas and turning them into stories anyone can understand, usually through written or visual representations.

Treat them like a part of your team. Get them involved and knock down the walls between you. Don’t treat them like a 3rd party, because then the magic won’t happen."

"No areas for improvement noted."