The Full Story
CRM Onboarding And Data Import Tool
Investor Relations Websites
Context
I started at Q4 Inc. as a Technical Implementations Manager, building and launching customer websites for Investor Relations professionals.
I worked with companies preparing for IPOs, ensuring their financial websites integrated data feeds and critical investor information, serving as the primary source for investors post-IPO.
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Within 5 months, my responsibilities expanded to include ownership of the customer onboarding process for the company’s investor CRM platform.
Investor Relations
websites and financial reports
Key contributions:​
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Conducted 200+ discovery calls
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formulated 4 key customer personas
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created 140+ product requirement documents and design briefs
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Results:
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Launched over 120+ websites for newly IPO’d companies
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Enabled 70+ companies to be fully set up for trading on stock exchanges
CRM Onboarding and Data Import Tool
The story below describes my time work on productizing the CRM onboarding flow.
The problem
Q4 Inc. faced a major challenge when newly acquired customers wanted to import their meeting notes, emails, and financial statements into the CRM platform. At the time, it was putting a massive strain on our internal teams to conduct data imports manually.
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Complications:
North American and European investors have different standards of bookkeeping and notetaking that vary from investor to investor, so there was no “one-size-fits-all” solution.​​
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My Contributions
1
Interviewed 80 clients in North America and Europe and created region-specific templates for data imports.
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Documented edge cases and custom formats to account for future modifications.
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Cleaned up 300+ data files;
initiated the prototype of a basic import tool.
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​Created a roadmap for CRM onboarding.
3
Productized the flow, created a process, and a team around CRM onboarding.
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Highly custom data imports got monetized and started bringing revenue which covered the costs spent on the tool and onboarding team.
Results
The import tool helped us acquire 7 European Fortune-500 companies
Managed a team of 4 data specialists to optimize work previously done by teams, saving close to $200K a year
Helped the company unlock a new customer segment (European enterprises)