Business Support for a Cybersecurity Firm

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Ossisto
  • Score Awaiting client review
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  • Date Published
  • Reading Time 2-Minute Read
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The client is one of Arizona’s leading cybersecurity firm. They specialize in strategizing and designing various IT security challenges.

About the Client

The client is one of Arizona’s leading cybersecurity firm. They specialize in strategizing and designing various IT security challenges.

Business Requirement

The client required an end to end business support assistance with specific relation to vendor management, website management, technical documentation, data research, lead generation, and CRM tools management.

Since they deal with innumerable vendors every day and needed help to ensure a smoother workflow and accountably.

The Process

Given the sensitivity of the brief and bearing the challenges in mind, the team divided themselves to streamline the process further and work on the following:

  • Informing the client to setup up an instant messaging app, email medium for an effective timely communication
  • Informing the client to set up a scrum meeting every morning for quick day planning and review for the previous assigned projects
  • Suggesting appropriate CRM tools and project management tools for the management of client’s projects and operations
  • Learning client’s vendor technologies and document it for client’s vendors and their team’s reference
  • Finding precise resources like APIs and other technologies for client’s technology development
  • Documenting client’s business process
  • Organizing client’s invoices, quotes. channel sheets etc. in CRM tools
  • Create a channel sheet for client’s vendor with a standard template
  • Organize client’s email with appropriate email management strategy
  • Helping the client plan and create online and offline events according to their business needs
  • Assisting client in technical sales calls with their vendors
  • Quick understanding of the process
  • Files transferred through secured FTP

Results

The client received regular updates on the progress made in vendor management and other tasks. He is pleased with the outcome of the same, so far.
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