case studies

 The following representative case studies demonstrate our significant experience with Retail eCommerce, Real Estate, Financial Services and Manufacturing companies. Please contact us at value@valueoptim.com for more information.


Retail eCommerce, Team Size: 2

Client is a leading manufacturer of healthcare related products in USA.

  • Review Existing 650+ product listings on Amazon and eBay to identify areas of improvements
  • Did extensive research on competition to identify keywords
  • Modified pictures to attract better customers
  • Implemented modified Listings after client approval that resulted in drastic Improvement in sales
  • Update the platform information like text, prices, quantities, specifications, photos, videos etc…
  • Kept Up to date documentation of product listings
  • Conducted Platform Engine Optimization to improve the search rankings
  • Continue to add new products and optimize listings for the client

Retail eCommerce, Team Size: 1

  • Conducted product research for the client in their niche product category to identify alternative products
  • Case Studies and Identified suppliers for these products
  • Completed Profitability Analysis of the products using client methodology and process
  • Shared Recommendations on which products might be worth doing an initial pilot purchase program

Recruitment Process Outsourcing, Team Size: 3 Resources

Leading Recruiting and Staffing company hired ValueOptim to provide recruiting support to USA based recruiters. The tasks we successfully completed for the client:

  • Recruiter Training on USA Recruiting and IT Staffing industry
  • Sourcing Resumes for Onsite Recruiters depending on their requirements
  • Using various job portals like DICE, MONSTER, CareerBuilder, LINKED-IN, FACEBOOK, TWITTER and niche boards to post requisitions and source candidates
  • Screening candidates and submitting them to the onsite team for client submissions

Real Estate – Property Management, Team Size: 2 Resources

Leading Property Management firm hired ValueOptim to provide Digital Marketing and operational support services. The work that we successfully do for the client today includes:


Real Estate – Property Management, Team Size: 3 Resources 

Leading Property Management firm hired ValueOptim to provide operational support services Tasks we do for the client today:

  • Capture lease information e.g. dates, property name, address, commercial terms, lease terms in software
  • Maintain lease database (updates, data cleansing, create monthly reports for client)
  • Follow up with property manager with reminders such as expired lease or option dates
  • Search Engine Optimization
  • Customer Service – Prospective Owner and Tenant Phone and Chat Support
  • Coordinate Maintenance Requests with Supplier List
  • After hour incoming emergency call service

Manufacturing Company – Virtual Admin and Digital Marketing, Team Size: 3 Resources

Tasks we do for the client today:

  • Inventory Management for 1600 Water Treatment Parts in Great Plains Software
  • Daily Reconciliation of Parts and Inventory Information
  • Weekly cycle count adjustments to match system inventory with physical counts.
  • General Ledger Adjustments and Reorder support
  • Search Engine Optimization and Social Media Management
  • Lead Generation
  • Email List Building and Management

Manufacturing Company – Accounting and Bookkeeping, Team Size: 1

Tasks we do for the client today:

  • Accounting and Bookkeeping using QuickBooks
  • Bank Reconciliations
  • Account Receivables Management Updates
  • Account Receivable Follow Ups
  • Billing Management

Media Company – Data Conversion, Team Size: 1 Resource

Tasks we completed for the client:

  • Conversion of 17 PDF Directories into Excel Format (2800 Pages)
  • Uploading and Mapping of the Excel to Client CRM system
  • Scribing internet sites to generate meaningful content

Financial Services Company – Virtual Admin, Team Size: 2

Tasks we do for the client today:

  • Capture personal information e.g. name, address, banking information…via web forms.
  • Maintain CRM system
  • Create statistics based on requested reports and import the data into CRM systems
  • 500 records added per day for client

Investment Company – Recruiting and Lead Generation, Team Size: 3

The client is in a business of providing financing solutions to their customers. Tasks we do for the client:

  • Recruiting of 2 Farmers (USA Based) and 3 Hunters (India Based)
  • Using Call Center application and dialer we did cold calling for 2800+ contacts.
  • We generated 15+ leads per week that were handed off to onsite Farming Team

Real Estate Investment Company – Lead Generation, Marketing and Virtual Admin, Team Size 3

The client is a leading real estate investor in Texas and Oklahoma, USA. Tasks we do for the client today:

  • Creation of website with several added new features, graphics and integration with social media.
  • Search Engine Optimization (SEO) of their website.
  • Review several industry databases for lead validation, information gathering on properties before calling.
  • Review and practice calling scripts for the client.
  • Cold Calling to determine property selling motivation and set up appointments for the clients.
  • Update the CRM and Voice management system of the client.
  • We generate 15+ appointments for the client every month.

Engineering Company – Analytics and Dashboard Preparation, Team size: 1

Technology: Advanced Excel, Power BI 

The client is a leading Engineering and Design company in USA. Tasks we do for the client today:

  • Review available sources of data (Access, Excel, SQL Server) to determine business analytics that would allow better business decisions.
  • Integrate these data sources on common dashboard with suitable analytics to show case business metrics.
  • Implement and maintain the dashboard on Power BI (Microsoft tools)
  • Document Optimization – We took several disparate documents and data that client was maintaining in several different formats and consolidated the functionality and outputs on to single excel document.