Keyrus

**BACKGROUND** Introduce your business and your role. I serve as a director at a digital media company in the health sector, where we create and share health-focused content online. Our larger mission involves providing health information, content, and services. **OPPORTUNITY / CHALLENGE** What issue were you seeking to resolve with Keyrus? We recently acquired a division that produces health-related material, including reviews of hospitals and physicians. It was necessary for us to transition this division from their existing Salesforce platform to a new one. This project involved not only migrating the data but also redesigning the entire user experience, as we aimed to improve the usability and effectiveness of the new system while cleaning up the old one. **SOLUTION** What was the extent of their involvement? Keyrus was responsible for moving one of our divisions to a new Salesforce instance. They began with a discovery phase, engaging in several detailed sessions with our internal team to grasp our business objectives, how we wanted to utilize the system, and how to enhance it compared to the legacy one. Following that, Keyrus entered the migration and implementation stage, where they rebuilt the Salesforce instance from scratch according to our specifications. After the rebuild, Keyrus handled the testing and launch phases and also provided support after the launch. **Team Composition** We collaborated with three key members from Keyrus: a lead engineer, a junior engineer, and an analyst. **How did you start working with Keyrus?** We were referred to them by another business unit that had successfully worked with Keyrus on a Tableau project. They provided excellent feedback about the team, and considering our past experiences with other providers weren’t as positive, we chose to engage with Keyrus. **Financial Investment** We invested approximately $380,000 in this partnership. **Current Status of the Engagement** Our collaboration began in October 2021, we launched in July 2022, and Keyrus continued to support us until October 2022. The team remains available for assistance as needed. **RESULTS & FEEDBACK** What outcomes can you share that illustrate the success of the partnership? We measured Keyrus’s success based on usability, adoption rates within the sales team, and overall efficiency with the system. The legacy platform was designed for a different business, which rendered many features irrelevant and created bottlenecks. The new instance is streamlined and tailored for our team, enabling us to navigate the system much more rapidly and efficiently while also allowing us to gather higher-quality data. **Project Management Performance** From a project management perspective, Keyrus met all deadlines and adhered to our budget. We used Zoom for communication, holding regular check-ins several times a week along with impromptu meetings. **Most Impressive Qualities** What impressed you most about Keyrus? Keyrus quickly grasped our business model and understood our use cases, providing thoughtful recommendations. The team made a concerted effort to comprehend our needs and went above and beyond in their approach. **Areas for Improvement** Were there any areas for enhancement? At the outset, they assigned a project manager whose presence in meetings was limited and was not particularly helpful, which resulted in some responsibilities coming back to us. However, they were excellent at tracking tasks on their end and following up appropriately. **Advice for Potential Customers** Do you have any recommendations for prospective clients? Be as detailed and specific as possible regarding your requirements. Keyrus excels in conducting the discovery phase, so it’s crucial to take that time to outline your business objectives and use cases clearly.