Upgraded Google Sheets Operation
to Optimize for Growth
What We Delivered:
A reliable way to manage all clients
Provided a framework to add new features as the company grows
Allows internal and external users to use the software for their own business
Reduced the unnecessary time it took to onboard a client
What We Delivered:
A reliable way to manage all clients
Provided a framework to add new features as the company grows
Allows internal and external users to use the software for their own business
Reduced the unnecessary time it took to onboard a client
The Challenge
To create an easy-to-navigate financial planning solution that is simple to use and can scale with business growth.
Legacy Farmer is a family-owned Kansas-based company that works with agricultural business owners to create financially stable and sustainable businesses. They provide training, networking, accountability, and resources to solve critical business problems for the businesses in the agriculture industry. As their client base began to grow, Legacy Farmer needed a solution to efficiently maintain, track and update new and current client progress and their next steps.
The Problem
Legacy Farmer built their business using a combination of optimized Google sheets and inputting data manually. As their business began to grow, they soon realized that they needed a custom solution to manage their client workflows. Their internal procedure for onboarding new clients consisted of duplicating Google sheets, and manual client inputs across hundreds of cells. They did this all within Google Sheets which did not offer the flexibility or features they truly needed to grow their business. To fix this problem, they reached out to FHG for a custom software solution that was easy to use, could scale with their business, and had additional features that could increase internal and external usability and functionality.
The Process
The FHG team first analyzed the existing data process entry system used by Legacy Farmer. Then, from their analysis, the team spoke directly to Legacy Farmer, asking them to identify new features they wanted to accomplish with their new custom software solution.
From that dialogue, FHG built out a series of mockups to present to Legacy Farmer. These mockups showcased the app’s look and feel, giving Legacy Farmer a few options to choose from. After signing off on the designs, FHG got to work.
Throughout the development process, both teams connected through bi-weekly scrum calls to discuss and view each screen as it was completed. Both teams worked together to identify necessary changes and became a cohesive unit when priorities shifted.
“We really appreciated FHG’s working style and their weekly scrums involving everyone on the team. Having this kind of collaboration allowed for efficient and effective development of this solution.” – Jace Young, CEO & Founder of Legacy Farmer.
The Result
The new software solution was implemented in late 2021 and has been hugely successful for Legacy Farmer. Since the software was rolled out, Legacy Farmer has onboarded most of its new clients and updated existing clients with ease. Legacy Farmer clients love the software solution and find the interface extremely user-friendly and straightforward. Some additional benefits this software has provided Legacy Farmer include:
A reliable way to manage all clients
Provided a framework to add new features as the company grows
Allows internal and external users to use the software for their own business
Reduced the unnecessary time it took to onboard a client
“We will continue to add new features and work with FHG to grow this software into a comprehensive legacy planning solution for those in the AG industry. We have really appreciated FHG’s working style and appreciate the professionalism they bring to the table. We can’t wait to see what the future holds for us and the entire AG industry.”
– Jace Young, CEO & Founder of Legacy Farmer
“We will continue to add new features and work with FHG to grow this software into a comprehensive legacy planning solution for those in the AG industry. We have really appreciated FHG’s working style and appreciate the professionalism they bring to the table. We can’t wait to see what the future holds for us and the entire AG industry.”
– Jace Young, CEO & Founder of Legacy Farmer
