Case Study - the Ortiz Group

Smart human centric solutions to drive innovation for our clients

SaaS e Solutions Drives Innovation for The Ortiz Group

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Problem:

Determined to contribute to a more equitable, sustainable, and prosperous future, TOG operates under the direction of a core management group. Utilizing expert, project-focused teams, TOG believes in data-driven decision-making to meet client needs effectively.

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Solution:

To make their core processes more efficient and secure, we developed Ortiz Crafted Analytics (ORCA), a secure web-based platform that offers secure role-based access spanning multiple partner organizations, multilingual support, streamlined data entry enhanced by AI to minimize errors, integrated workflow charts, and additional features to enhance user experience.

Ortiz Group office
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Key Takeaways
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    Working with SaaS e Solutions has significantly improved business processing for The Ortiz Group, particularly through the creation of a custom database named Ortiz Crafted Analytics (ORCA).

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    SaaS e Solutions is helping The Ortiz Group streamline processes by integrating disparate systems, reducing labor-intensive and repetitive tasks to enhance efficiency.

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    The Ortiz Group looks forward to incorporating AI applications into their solutions through the partnership with SaaS e Solutions, expecting these advancements to boost efficiency and drive further innovation in their operations.

Why Did The Ortiz Group Need a Partner Like SaaS e Solutions?

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“I had a hard time finding competent people, I had hired a few different firms before SaaS e Solutions.”

David Ortiz
david ortiz

CEO, The Ortiz Group

The Ortiz Group faced significant challenges with their previous software development partners. They hired a consultant to build their CRM, but the result was unsatisfactory and unusable, leading to a considerable waste of resources. Another firm was contracted to develop a Microsoft Teams-based program management solution, but it was basic, dysfunctional, and failed to meet TOG’s needs. Worse, the consultant consistently misunderstood TOG’s requirements, made mistakes, and then charged the firm for time spent rectifying those errors. This cycle of inefficiency and frustration led David to seek a more reliable and competent partner.

Meeting Damion from SaaS e Solutions through a mutual friend marked a significant turning point for The Ortiz Group. Damion took the time to understand the unique challenges and goals of The Ortiz Group, offering tailored solutions that addressed their immediate issues and laid the groundwork for future improvements. This initial connection quickly proved invaluable, as Damion and his team demonstrated their expertise, reliability, and commitment to helping TOG achieve their objectives.

Why Does The Ortiz Group Work with SaaS e Solutions?

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“The biggest thing SaaS e Solutions has helped us out with is business processing. They are helping us build a huge database that will help us bridge all our contracts. They’ve done a great job."

David Ortiz
david ortiz

CEO, The Ortiz Group

SaaS e Solutions has been instrumental in addressing TOG’s database needs, creating systems that streamline operations and improve efficiency. The Ortiz Group values the expertise and dedication SaaS e Solutions brings to every project, including their venture into federal work, which requires stringent data management and security compliance.

“We’re also partnering with SaaS in our federal work too,” says David. SaaS e Solutions ensures that TOG meets the necessary standards and maintains compliance as they expand their business in this highly regulated area.

SaaS e Solutions Built The Ortiz Group a Custom Database

One of the standout contributions from SaaS e Solutions is the development of Ortiz Crafted Analytics (ORCA), a secured web-based system built using modern responsive design principles. ORCA is optimized for use on any device, whether in the office or offline in the field, providing a flexible and efficient solution for TOG.

“It creates a really cost-effective solution for us,” says David. “We can go to a client for an RFP and tell them we already have a database built, show them ORCA, and then we build out the specific spoke for them.”
SaaS e Solutions excels at identifying potential solutions tailored to TOG’s unique business model and requirements. This allows David and his team to focus on their core activities without worrying about technology issues.
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“SaaS e Solutions is great at identifying potential solutions because they really understand the business model we have and what we need. Then I can just forget about it; it’s one less rock in my pack to carry when I give SaaS e Solutions stuff."

David Ortiz
david ortiz

CEO, The Ortiz Group

How SaaS e Solutions Integrated The Ortiz Group’s Process

The Ortiz Group conducts extensive auditing work, requiring the use of three different systems. These systems, not designed to work together, create labor-intensive and repetitive tasks for TOG’s staff.

“It’s incredibly labor-intensive and repetitive, and none of the systems communicate,” says David. “It’s really time-consuming.”
SaaS e Solutions is developing a new solution to seamlessly integrate these systems, reducing the workload for TOG’s staff. This integration will make their processes more efficient and their team more productive.
“SaaS e Solutions is now working on a solution so we can go to one site and all the auditing data we input gets accurately mapped to the right system,” says David.
SaaS e Solutions consistently delivers integrated, user-friendly solutions that accurately capture and validate data for review by TOG staff members working at a higher level. This streamlines processes and enhances overall efficiency.

The Future of The Ortiz Group & SaaS e Solutions

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“In the past year and a half, we went from not knowing SaaS e Solutions at all to relying on them for anything that has to do with computers and technology. I would recommend SaaS e Solutions to anybody.”

David Ortiz
david ortiz

CEO, The Ortiz Group

Looking ahead, The Ortiz Group is excited to see how SaaS e Solutions will incorporate AI applications into their custom solutions. They anticipate that these advancements will further boost efficiency and innovation.

Through their partnership with SaaS e Solutions, The Ortiz Group has transformed their capabilities, enabling them to focus on their mission of generating positive social impacts and environmental changes. With SaaS e Solutions by their side, TOG is well-equipped to navigate future challenges and opportunities.

Stop Putting Up with the Wrong Software

You don’t need to keep putting up with software that isn’t directly meeting your needs. SaaS e Solutions is here to create the perfect fit for you and your team.

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