CoEFFICIENT: Fast Implementation, Quick Iteration

NOVEMBER 1, 2017

Software is typically implemented to improve efficiency and performance throughout large organizations. However, often these projects stall, can be costly, and create a strain on an organization’s already strapped IT resources. Why? Many times it can be boiled down to two issues: A lack of resources and rigid business requirements.

We focus on delivering flexible and iterative processes with our clients, starting with a quick implementation of our CoEFFICIENT platform.

We understand many companies have suffered through lengthy and constraining implementations that can take several months, even years. Companies simply want software that adds value fast. This is why we do the heavy lifting. We focus on delivering flexible and iterative processes with our clients, starting with a quick implementation of our CoEFFICIENT® platform.

QUICK SOFTWARE IMPLEMENTATION WITH FLEXIBLE DATA

Getting data from the client is usually one of the first steps in a software implementation. However, many of these projects stall right after kick off simply because of the software company’s strict data requirements. Due to this, a lot of work unfortunately falls to the client. Teams can sometimes spend months gathering the data, converting it to specific formats, and handing it to the software company in a workable, neat package.

At Square Root, we accept any type of data format from flat files like CSV and Excel to Google Drive and QuickBooks.

At Square Root, we accept any type of data format from flat files like CSV and Excel to Google Drive and QuickBooks. When clients ask what types of files they should submit, we simply say, “Give us what you have!” For example, if a business owner emails us the spreadsheet he or she is currently working in, we can begin understanding their business metrics immediately. This enables us to start designing dashboards with very little client effort. Our flexibility is one of the main reasons why our team can get up and running within a company in weeks—not months.

CONTINUOUS CYCLE OF INNOVATION

Our goal is to get working software into our client’s hands within a few weeks. To serve our clients the best results in the shortest amount of time, we aim for progress—not perfection. We don’t waste time talking about requirements and file formats. Once we’ve built out their business stories and KPIs, our client can start giving us feedback to improve them.

We work in an agile environment and update the platform every two weeks on both the data science and the development side. With this process, we’re able to receive feedback and incorporate it and changes can be made more rapidly. The result is a continuous cycle of innovation that happens while our clients are using the platform to improve their store performance.

After data onboarding, we continue to ensure updates to CoEFFICIENT follow the same flexible and iterative processes. For many data platforms, changing a dashboard or creating a new one can take months. Usually, our dashboard designs can be changed in under 48 hours, allowing us to easily and quickly reflect new data in the system. Our users receive more personalized and relevant data as a result.

FINDING THE RIGHT PARTNER

At Square Root, one of our values is PARTNER and we embody this with an adaptive and flexible customer success philosophy. This guides us as we work to deliver relevant and usable data to our clients. When you partner with us, our team will diligently work to understand the needs of each user, adapt solutions for feedback, and customize access for a streamlined workflow so our clients receive business value—and working software—fast.

If you are interested in CoEFFICIENT and how you can get started with minimal IT effort, we’ve created an Implementation Overview that explains how we engage with your teams and dives deeper into our data processes. Download the CoEFFICIENT Implementation Overview to learn more.

ABOUT THE AUTHOR:

Jessica loves being right in the middle of it all. On the customer success team, Jessica is a conduit for communication and collaboration between our customers and our internal teams. Having spent more than a decade in client management, she’s especially good at finding the right solutions to make customers happy and ensure account success. Jessica is inspired by complex challenges that require cross-functional collaboration. She has an MBA from Keller Graduate School of Management.