Case Study

The Customer
An Oil Distributor with corporate headquarters in Kentucky who engaged us as they were purchasing a new software.

Why was Structured, Inc. chosen
We were referred to the customer through a networking connection.  After an initial discovery meeting, we provided a proposal that was ultimately accepted by their team.  Our pricing model, sample work product, referral, and expertise in the field all helped with the customer’s decision to choose us.

The Challenge
The customer was purchasing a new software system to manage the core functions of their business.  They knew this was a huge undertaking as a whole and they wanted the project documented along the way for their historical records. They also wanted a document that would contain step-by-step instructions for their staff on how to use the new software.  We were charged with:

  • Attending meetings with their team, spread across the globe.
  • Documenting meetings in great detail, complete with screen shots.
  • Creating a custom user manual for their staff.
  • Identifying action items from meeting conversations and logging those.
  • Logging decisions made.

The Execution
We jumped right in, attending web meetings and taking notes. We soon demonstrated to their team that we are deeply dedicated when working on a project, and we showed that in the level of detail in our work.

During the meetings, our team identifies things said that are action items and decisions and pulls those out to a separate log.

The meeting notes are so detailed that if someone missed a meeting, they could easily catch up quickly by reading through the meeting notes, which is a more efficient use of their time than watching the entire meeting video.

After the first round of meetings, we began on the customized user manual. The user manual takes a detailed look at all pieces of the software and also has a quick start section for getting a user integrated quickly.

The client has been very pleased with our work and we both feel this is a successful relationship. The reason it has been so successful is in part due to how open and willing the client is to share information with us and bring us into their day-to-day operations. We hope to work with them for years to come in various projects.

Services we Implemented
Project Management Assistance
Meeting Documentation
User Manual Creation