The Client Company

Our client is a boutique recruitment firm, focused on staffing technical, development, and IT talent for a wide range of companies across the United States.  Our client conducts several hundred searches and placements on an annual basis, with a team of 20+ in-house recruiters.

Client’s Challenges

Our client’s CEO was concerned that his recruitment staff was spending far too much time on researching candidates, curating resumes/profiles of candidates, and assembling lists of hiring managers and other individuals for new business development. He wanted his recruiters to be focused entirely on developing relationships with new clients and candidates, and effectively filling open job requisitions. In the past, our client hired research assistants to assist with this work, but they had challenges with morale, turnover, and consistency/reliability of work output.

assivo's solution

Assivo staffed a team of 4 full-time research associates who integrated into our clients’ recruitment team. Our team of research associates found appropriate profiles/candidates for various job requisitions, assembled lists of contacts for business development purposes, and collected various other data that was helpful to the recruitment staff. Assivo’s team also assembled candidate profiles and re-formatted candidate resumes before they went to hiring managers, enabling the right first impression. With all of the busy work off their plates, our client increased their productivity by about 40% and their volume of searches / placements rose drastically during 2019, with the same team of recruiters and minimal additional overhead from Assivo’s services.

The Client Company

Our client is a rapidly growing, venture capital-backed healthcare IT business that raised over $50 million in funding.  They provide flu vaccinations to over 1 million students across the United States’ public schools each Fall.  Their digital health platform helps schools maintain compliance and manage chronic diseases.

Client’s Challenges

As our client experienced the rapid and exponential growth common of venture capital-backed companies, they were faced with a challenging bottleneck.  Each student that enrolled in their program had to be verified for insurance coverage, and the insurance qualification and claims process began to be far too much work for the company to handle internally.  A 10 person team of seasonal employees was able to work through 100,000 students per year in the company’s early stages, but it became increasingly difficult to manage and find reliable seasonal labor.

assivo's solution

Assivo worked with our client to develop a detailed process for insurance qualification and claims submission, along with a schedule for each of the 1,000+ schools that they served. Assivo flexed its team size up and down to meet the needs of each school, and ensure that all insurance qualification and claims submission activity was completed accurately and on-time. Assivo’s team saved the client ~60% of their in-house operating costs, turned fixed costs into variable, and boosted the accuracy and predictability of the insurance qualification and claims process, leading to materially higher collection rates. Assivo started off this client relationship with a 25 person team to service 250,000 students per year, and scaled with the company’s growth to a 100+ person team servicing 1,000,000+ students per year.

The Client Company

Our client is a privately-held manufacturer of medical devices, with an operating history of 100+ years and annual revenues of over $500 million.

Client’s Challenges

Our client’s controller and CFO struggled with retention and performance management for their accounts payable staff.  The department was chronically understaffed and the AP process required human judgment and manual intervention.  The company had a high volume of invoices to process for payment, and their suppliers and vendors were continuously disappointed with their processing time.

assivo's solution

Assivo started off our relationship with this client by filling a hole in their accounts payable department, and staffing 5 full-time associates to handle invoice processing and accounts payable approvals. Our team quickly learned the rules and procedures that our client company had set over the years, and integrated with their in-house team to handle overflow. Over time, Assivo’s accuracy, reliability, and affordability led to the client shifting the entire accounts payable function over to us, and increasing the team size to 12 full-time associates.

The Client Company

Our client is a publicly-traded e-Commerce marketplace for industrial equipment, excess inventory, and other large ticket B2B transactions, with over $200 million of annual revenue.

Client’s Challenges

Our client was enjoying steady volumes of auction listings from its customers for industrial equipment and excess inventory, and their staff had trouble keeping up.  One of the biggest bottlenecks was identifying qualified buyers for equipment/inventory, and then tracking down relevant contacts at each company who would be interested in transacting/purchasing the items that were for sale.

assivo's solution

Assivo staffed a team of 8 full-time associates who solely focused on assembling large lists of potential buyers for equipment and inventory. Our clients’ brokers highlighted specific companies, types of titles and individuals, and criteria that would be a good fit for each listing. Assivo’s team put together lists of 100-200 relevant contacts for each listing, saving the brokerage team the work of research and data collection. Our client started to close more deals and reduced the time that listings sat on the market, as Assivo’s identified potential buyers often led to interest and purchases.

The Client Company

Our client is a leading media property that covers hyperlocal news in hundreds of local markets across the United States.  Our client has over 400 team members, and an audience encompassing over 10 million monthly unique visitors.

Client’s Challenges

Our client’s processes for moderating and approving content from a distributed workforce of several thousand journalists worked well.  In addition to drawing readership, our client wanted to draw further engagements from their users.  They began to allow users to comment on news articles and begin discussions to drive engagement.  Soon thereafter, they were flooded with a large number of comments each day which were offensive, inappropriate, factually incorrect, harassing, defaming, or vulgar in nature.  They faced a new headache that was unexpected, and they had trouble wrapping their head around the issue… until they were introduced to Assivo.

assivo's solution

Assivo staffed a team of 4 content moderators and a project leader who worked with our client to understand their parameters for the user-generated comments that they wanted to allow vs. remove from their site. We defined the parameters clearly, set up a content moderation workflow, and began reviewing and cleaning up their backlog of comments. After we were caught up, Assivo’s team monitored comments for our client reliably on a daily basis, and ensured that inappropriate comments were removed, ensuring a clean and pleasant experience for their readers, and effectively managing the company’s liabilities.

The Client Company

Our client is a successful Silicon Valley SaaS/Software company with a manufacturing vertical industry focus, serving over 1,000 enterprise customers.

Client’s Challenges

Our client had a CRM with plentiful data on over 50,000 of its target customers (contacts, e-mails, addresses).  Our client also had a very good sense for the types of customers that are most successful on its software platform, and the traits that they share in common.  Rather than randomly unleashing its sales and marketing efforts on all 50,000 of these customers in a manner that lacks process and method, they decided to come up with a lead scoring methodology.  Lead scoring allowed our client to segment this list of 50,000 customers into several tiers and buckets, based on relevant characteristics that they shared (manufacturing operations, manufacturing methodologies, product types, technology stack, distribution, etc.)

Once our client scores 100 of their prospective customers in their CRM, they knew that they had a challenge on their hands.  It took a really long time to get through 100 records, and they wanted this data as soon as possible.  They came to Assivo with the desire to scale their lead scoring process, complete the backlog of 50,000 records, and form an ongoing relationship where all incoming leads would be scored.

assivo's solution

Assivo staffed a team of 15 full-time associates to tackle the backlog over the course of 2 months, researching every single lead in our client’s CRM accurately and effectively, and scoring them based on our clients’ criteria. After the backlog was completed, we continued the relationship with a team of 2 full-time associates who continuously monitor, cleanse, and enrich our clients’ CRM with not only lead scoring data, but also up-to-date contact information and other research. Our client’s sales & marketing efforts became more targeted, more personal, and more effective once they were able to find relevant data on all of their prospective customers.

The Client Company

Our client is a progressive and rapidly growing FinTech company that has raised over $100 million in private funding from leading venture capital firms.  They specialize in providing small to medium-size businesses with access to competitive financing for working capital and other day-to-day operational needs.

Client’s Challenges

As our client faced increasing demand and higher volumes of applications from small businesses who wanted to access its funding, they knew that they had a problem with scaling.  The underwriting process was manual, tedious, and becoming a bottleneck for their in-house underwriting team.  Loans were being delayed due to underwriting bottlenecks, and our client was often losing business to their competitors as the market heated up and more entrants formed to compete with our client.

assivo's solution

In consultation with Assivo’s team, our client decided to split up the underwriting process into two parts: pre-underwriting and underwriting. Assivo started off with a team of 6 full-time associates and eventually scaled it to 30+ associates. Assivo’s team handled the tedious work of gathering relevant financial statements, bank statements, and other data and collating/preparing it for the purposes of underwriting decision-making. Assivo’s team learned our client’s underwriting requirements, and also filtered out loan applications that were clearly not a good fit. Our client’s underwriting team focused purely on decision making and approvals, and stopped spending time on gathering data and collating information. This led to a substantial increase in capacity and our client was able to adhere to a strict 24 hour turnaround time on decisions for all completed loan applications. They became more competitive in the marketplace, increased their bandwidth, and streamlined their operations.

The Client Company

Our client is a distributor of electrical products with a 15+ year operating history and a product catalog comprising of 300,000+ SKUs and 900+ manufacturer brands.

Client’s Challenges

Our client found itself in a precarious position: it had a long and stable operating history, but it started to receive a steady influx of customer complaints about inaccurate product specifications.  The volume of complaints built over a period of several years, as E-Commerce also started to drive more and more sales volume for the company.  Our client made a significant investment in building out its E-Commerce presence in 2014, but they lacked a solid data governance program to ensure that their products were up-to-date, accurate, and presented well.

Understanding that this was impacting their commercial results and customer satisfaction, our client sought a relationship with an outsourcing partner who could assist them with executing a semi-annual refresh of their product catalog, in line with their vision and specifications.

assivo's solution

Assivo spent time with our client up front to understand the state of their product catalog, the sources for their manufacturer’s product data, and the desired goals of our client. We reviewed the catalog, enriched 500 SKUs as a pilot, and drafted the key goals and rules for an ongoing data governance program to keep the product catalog enriched, refreshed, and updated. Over the course of 6 months, Assivo’s team of 20 full-time associates updated, enriched, and cleaned the entire product catalog. We removed items that were no longer available, updated product specs and SKUs, and added over 30,000 new products. Once the initial engagement was complete, we ramped down our team to 4 full-time associates who work consistently on product catalog updates for our client throughout the year, always ensuring that the data quality of the product catalog meets the standards that we laid out at the start of the engagement.

The Client Company

Our client is a top 20 private research university in the United States. The university has an illustrious base of alumni and a well-funded and strong alumni relations program.

Client’s Challenges

Our client’s alumni relations team was a highly successful group of individuals.  In recent years, they led a number of standout capital campaigns for the university.  However, they recognized that there were many alumni who were closely involved with the school and their department, and there was a large number of living alumni who were less engaged.  They recognized and realized that their database of living alumni was underappreciated and underutilized, and most fundraising officers relied on tight networks and relationships that they had formed.

Several leaders at the university wanted tighter connectivity with the broader base of alumni, and realized that one part of their problem was an outdated and stale alumni database.  A junior alumni relations officer approached Assivo, with a desire to update their alumni database of over 300,000+ living alumni across the world.

assivo's solution

Assivo worked with several key constituents in the department to scope out a plan to enrich, deduplicate, cleanse, and update the database with up-to-date contact information, employment information, social media profiles, community involvement, and other key data points. Assivo staffed a team of 15 full-time associates who executed on this database enrichment and cleansing project over the second half of 2018. During 2019, the university recognized that the size of its e-mail list, alumni engagement levels, fundraising activity, and several other key indicators had measurably improved. It engaged a team of 5 full-time associates from Assivo on a maintenance contract to review and update the database throughout the year, ensuring that all alumni records were consistently up-to-date throughout the year with the latest information.

The Client Company

Our client is a fast growing, venture capital-backed aggregator of rental apartment listings, with over 4 million apartments listed on its platform.

Client’s Challenges

Our client had an in-house team of individuals who scoured the Internet, looking for apartment listings from local and smaller landlords.  This team had to do a lot of heavy lifting, adding over 10,000 apartment listings to the platform each month, and it was a difficult, repetitive job.  Our client had difficulty with turnover, performance management, and absenteeism among the employees who worked in this role.

The company had a strong desire to keep these high value listings flowing to its platform, as they were often the only aggregator that found them.  They reached out to Assivo with the desire to make this process more reliable, seamless, and results oriented.

assivo's solution

Assivo conducted a pilot with our client for our first month, fully understanding their needs, and documenting training material for a process where knowledge transfer generally occurred in person and through live training. We also documented the sources that our client wanted to reference, gauged our team’s productivity, and learned the nuances of apartment listings and the industry. Our team of 5 full-time associates reliably produced over 10,000 listings each month, and the client developed a strong relationship of trust with Assivo and transitioned out its in-house team after 3 months of working with us.

The Client Company

Our client is a healthcare-focused recruitment firm, focused on the placement of clinical (doctors, nurses) and non-clinical staff.  The firm handles a high volume of candidates and job openings throughout the year.

Client’s Challenges

Recognizing that his recruiters were spending far too much time on perusing job listings (to find open requisitions at hospitals) and researching candidates.  The Managing Partner of our client reached out to Assivo.  In an ideal world, he wanted a real-time view into all of the job openings at the key hospitals that his firm had relationships with, and several candidates that would be a good fit for them.  His recruiters could simply come into work, and know which candidates to call and which job openings to focus on.

assivo's solution

Assivo worked with our client to set up an effective workflow in their system to ensure that their goals were met. We monitored all new job postings daily at over 500 leading hospital systems around the United States, and added them to our client's system. For each job posting, we understood the requirements listed, and found a number of relevant candidates that fit the bill in the local market. Assivo’s team of 8 full-time associates supported the team of 100+ client facing recruiters, saving them over 3 hours per day that was being wasted on low value research activities.