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 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.