Customer Success Stories

Our client engagements speak to the strength of our service offerings and the partnerships that we have formed. When our clients succeed in measurable and quantifiable ways, we succeed alongside them.

Customer Success Stories

Our client engagements speak to the strength of our service offerings and the partnerships that we have formed. When our clients succeed in measurable and quantifiable ways, we succeed alongside them.

1

Data Entry & Processing

Updating, researching, enriching, cleaning, and consistently refreshing a furniture product catalog

Distributor of mid-to-high end home furnishings. 750,000+ SKUs in catalog, distributes over 500 furniture brands.

2

Lead Generation & CRM Management

Supporting recruitment professionals with finding candidates, clients, and other administrative work

Technical/IT-focused recruitment firm with 20+ in-house recruiters.

3

Back Office Processing

Managing the insurance claims process end-to-end from data entry to qualification to ensure high reimbursement rates

Rapidly growing, VC-backed Healthcare IT company serving over 1 million patients.

4

Data Entry & Processing

Managing the accounts payable process for a medical device company

Privately-held manufacturer of medical devices, with 100+ year operating history and annual revenues over $500 million.

5

Research & Data Collection

Finding and researching relevant buyers for industrial equipment auctions

Publicly-traded online marketplace for industrial equipment and excess inventory, with over $200 million in annual revenue.

6

Data & Content Moderation

Moderating User Comments / Hyperlocal News And Media Property

Hyperlocal news and media property with over 400 team members and 10 million+ monthly unique visitors.

7

Lead Generation & CRM Management

Lead Scoring of over 50,000 prospective customer accounts for a software company

Silicon Valley SaaS/Software company with over 1,000 enterprise customers in the manufacturing vertical.

8

Back Office Processing

Managed the pre-underwriting process for small business lending products

Rapidly growing VC-backed FinTech company with over $100 million in private capital raised.

9

Data Entry & Processing

Updating, researching, enriching, cleaning, and consistently refreshing an electrical products catalog

Distributor of electrical products with 300,000+ SKUs and 900+ brands in catalog.

10

Data Cleansing & Data Enrichment

Cleansing, researching, enriching, and updating contact information and other details on college alumni

Top 20 University with 300,000+ living alumni.

11

Research & Data Collection

Researching, mining, and adding rental property listings to a back-end database

Aggregator of rental apartment listings with over 4 million apartments listed on platform.

12

Lead Generation & CRM Management

Sourcing, managing, and entering job listings/open requisitions into a back-end database

National Healthcare Recruitment Firm with 100+ recruiters.

HOW TO WORK WITH US


Define Your Needs

Engage with us and let us know your challenges and work requirements

Test Out Our Team

We will provide you with a trial/pilot to test out our team

Go Live

We will staff and fully train an outstanding dedicated team and project manager to meet your needs

Manage & Scale

We will manage your team’s productivity, the quality of work output, and scale appropriately to meet your business needs
1

The Client Company

Our client is an online retailer of mid to high-end home & outdoor furnishings and décor.  They carry and distribute over 500 furniture brands, and consistently make updates to a product catalog that consists of over 750,000 SKUs.

Client’s Challenges

Our client had set up an in-house team of 12 data entry / product catalog specialists that primarily focused on interacting with their furniture brands, receiving relevant updates to product descriptions and data, and updating prices.  Their in-house team was plagued with high turnover, low productivity, high absenteeism, and poor accuracy due to their mundane and repetitive nature of this work.  This broken process was negatively impacting our clients’ relationships with their furniture brands as well as suppressing revenue and sales potential.

assivo's solution

Assivo supplemented our clients’ in-house team with 5 full-time associates in our India Operations Center that worked during the U.S. overnight shift to start off our relationship. Over the course of our first month of working together, it became apparent to our senior client contacts that Assivo’s team was producing more accurate, reliable, and consistent output vs. their in-house team. Assivo’s team of 5 full-time associates updated approximately 10,000 SKUs per month, a level of output similar to our clients’ in-house team of 12 employees. Our client eventually expanded the relationship with Assivo from 5 to 15 full-time associates, and retained 2 of their highest performing in-house employees to oversee and interface with the Assivo team. We reliably and continuously process / update over 30,000 SKUs for our client per month, and they have been able to focus their efforts on building relationships with new furniture brands and manufacturers and expanding their business.

Client Testimonial

With the management headaches of managing a product catalog team off my plate, I have been able to focus my efforts on tightening up our operations, developing stronger relationships with our current furniture manufacturers, and scouting the globe for new furniture manufacturers.  The efficiency and professionalism with which Assivo operates is second-to-none.

- VP of Business Development

2

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.

Client Testimonial

The training and ramp-up of Assivo’s team was seamless, and they quickly came on board and started freeing up the time of my recruiters.  The productivity of our front-line staff was noticeably boosted over time, and our small investment in Assivo continues to provide a substantial ROI in terms of productivity gains.

- CEO of Recruitment Firm

3

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.

Client Testimonial

We never would have been able to do this without you.  You solved the largest bottleneck in our operations, and your ability to flex your team up and down to meet our needs was impressive.  The care that you put into understanding our needs upfront and consistently overcommunicating was a big part of our success.  I also appreciated the great transparency in reporting that you provided, allowing us to manage expectations with all of our stakeholders.

- Chief Operating Officer

4

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.

Client Testimonial

After many years of management and HR headaches, it was truly a delight to work with such a professional partner and have these challenges eliminated. Not only have you improved our AP process, but you’ve improved our overall relationships with our vendors. I can’t thank you enough.

- Chief Financial Officer

5

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.

Client Testimonial

Incorporating Assivo’s services into our workflow made our entire brokerage team more effective.  They moved lightning fast: we would have lists of potential buyers within 24 hours of submitting our requests, like clockwork, throughout the whole year.  This key pain point was solved for us, and I owe nothing but gratitude to the hard working team at Assivo.

- VP of Brokerage Services

6

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.

Client Testimonial

Thank you Team Assivo! Our readers are enjoying a different experience now that they are receiving great content without the noise. You have not only improved our reader’s experience and enhanced our brand image but have also protected us from potential liabilities. Your team is diligent, hard working, and detailed oriented – just what we needed.

- Chief Operating Officer

7

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.

Client Testimonial

I don’t know how I could have completed this without your support. Thank you Assivo. Today because of your research efforts our lead scoring is paying off big dividends for our sales team. Truly this has been a great partnership. Your team understood our methodology and executed flawlessly and delivered in a timely manner.

- VP of Marketing

8

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.

Client Testimonial

Assivo was a game changer for us.  We reviewed a number of automated solutions and AI platforms, but none of them managed to understand our specific requirements and needs.  We wasted a lot of time with AI companies, when we should have went to Assivo from the start.  Their annual operating costs are very reasonable, and we improved our underwriting KPIs by leaps and bounds.

- Chief Operating Officer

9

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.

Client Testimonial

At first, I was unsure whether these guys would get our industry.  Electrical products is a technical and specialized world.  It was clear from our initial conversations that they were whip smart, and their team in Chicago worked well with us to understand our problems and pain points.  The team in India was held to high performance standards as well.  A winning combination.

- Founder & CEO

10

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.

Client Testimonial

Easily one of the best investments we made in 2018.  For a very reasonable price tag, Assivo provided us with a massive amount of relevant data on the group of people that we spend our time focusing on: our alumni.  The deliverability of our e-mails and read/open rates skyrocketed, as did the number of conversations and engagement that we had with our alumni, many of whom felt like they were long forgotten.  I recommend Assivo without reservation.

- Head of Alumni Relations

11

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.

Client Testimonial

After much frustration with our listing agents, I was relieved to find you guys.  I was floored when I heard your prices in our early discussions — and thought they would be too good to be true.  Not only have you cleared the low bar you set up front with your competitive prices, you’ve become a truly trusted partner to us and one that we lean on for so many different projects.  Keep it up!

- Head of Product

12

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.

Client Testimonial

The efficiency increase and the throughput of my team has been impressive.  Not only have you improved my bottom line and the volume of job postings that we handle, but you’ve greatly increased my employee retention and satisfaction.  In fact, having Assivo on board is even a competitive advantage for me when I hire new recruiters at my firm.  You’ve changed the culture of our firm and made us more results-oriented, and for that I can’t thank you enough.

- Managing Partner

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