You want to turn your business idea into a reality, but where to start? How to find a partner who truly understands your needs, has the right expertise, and won't break the bank? We know that choosing the right Retool development company can be a real headache. And this guide is here to ease that pain. We'll walk you through every step, from clarifying your business goals to evaluating potential contractors on their skills, communication, and support – to ensure you get the best value for your money. Let's tackle this together!
Step 1. Understanding Your Business Needs
Before starting the project and involving developers, you have to get a clear understanding of why you’re doing this, what you would like to achieve, what is the scope of work, and what resources you need to make your idea a reality. Shortly, you need to be sure about your business needs – to not waste time and resources (yours and others). It's really important to find a tech partner who can help you convert your business requirements into a technical description and proposed solution, to understand if Retool is really the best choice for that.
Although it sounds like an easy checkpoint, there are some important things you should not forget about:
- To set clear objectives and goals,
- To determine the scope and complexity of your project(s),
- To identify specific internal tools or applications required (if it’s possible).
These will make search and communication with the Retool companies and agencies much easier – believe us!
Let’s go through each of these points:
#1. Setting clear objectives – meaning you know what you want to achieve. Whether it's improving efficiency, enhancing data accuracy, or providing better customer service, having well-defined goals will guide the development process and ensure that the final product meets expectations.
#2. Project scoping. Are you looking for a simple tool with basic functionality, or a complex system with multiple integrations and advanced features? Understanding the scope will help to explain the idea to the company and enable them to provide accurate estimates and timelines.
#3. Tool and app identification. That’s great when you’re coming to the company developer with a full understanding of what your project should look like and which platform you would prefer to use as a basis. Thankfully, Retool can cover most of the business needs. But keep the window open for options – professional low-code developers will definitely consult you on what would work best for your idea.
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Step 2. Evaluating Expertise and Experience
Once you have a clear understanding of your business needs, it’s time to look for an expert. But don’t rush things – there are a lot of moments to consider. Start with evaluating the expertise and experience of potential Retool development companies. Choosing the right partner is essential for your success.
How to do it?
#1. Look for specialized Retool developers with proven track records.
Spend some time to explore the background of each company you consider as your partner. You can look for agencies on Upwork. Another option is Google search – top positions usually take the most trustworthy companies. Or even ask Retool itself – they have a strong partner network.
While going through the list of potential contractors, check on their LinkedIn, Clutch, and GitHub profiles as well – to see the reviews, endorsements, and other details that might highlight experience with Retool.
Why? This will give you confidence in their ability to handle your requirements and necessary skillset.
#2. Assess the company’s portfolio and case studies.
Go through the projects and list of companies the agency has worked with. Check if there is something similar to the results you need. It does not look for case studies’ insights into their problem-solving approaches and outcomes.
The more detailed the case study will be, the more information and confirmations you will get. Pay attention to the technical aspects, and development steps, using primarily Retool, not others same tools, customer testimonials, and outcomes.
Why? To understand the types of projects they have worked on and their success rates.
#3. Explore other industry-specific experiences.
Experience in your specific industry can be a significant advantage. A company familiar with the challenges and nuances of your case will be better equipped to deliver a solution that meets your needs. They’ll most likely understand the requirements, and common pitfalls, and know the best practices.
Why? It could help you to streamline the development process and result in a more effective tool.
Step 3. Technical Proficiency
The research unfortunately (or maybe fortunately) doesn’t end at the expertise insights – it’s just getting started. The next point to explore is the technical proficiency of your potential contracting company. Yeah, we told you, it might not be easy (but really important!).
This step involves a few critical considerations:
- Ensure expertise in Retool components and customizations,
- Verify proficiency in necessary programming languages (JavaScript, SQL, etc.),
- Evaluate knowledge of integrating Retool with various databases and APIs.
What does it mean exactly? Let’s explore together!
But first, a small hint on how to get this information: You have a right (and should definitely use it) to look for the CVs of freelancers or company employees with past projects on LinkedIn, or ask the company to share them with you.
#1. Retool components and customizations.
What are they? Retool offers a range of built-in components and the ability to create custom solutions tailored to your needs. You’ll probably need them to efficiently manage and visualize data, automate workflows, and enhance operational processes.
Why is this expertise important? The development company should be able to demonstrate their ability to utilize these components to build robust and scalable tools.
#2. Programming languages used with Retool.
What are they? Retool development often requires proficiency in several programming languages, most notably JavaScript and SQL. JavaScript is essential for writing custom scripts and enhancing the functionality of your tools, while SQL is crucial for managing and querying databases.
Why is this expertise important? Ensure that the developers you choose have a strong command of these languages, as well as any other languages to make the new tool work as you need it.
#3. Retool integrations with APIs and databases.
What are they? Retool can connect to different types of databases, such as PostgreSQL, MySQL, and MongoDB, as well as integrate with APIs to fetch and send data.
Why is this expertise important? Your development partner should have extensive experience in integrations so the creating process and workflows will be seamless and efficient within your tools.
Step 4. Communication and Collaboration
Effective communication is important to get your project done successfully and on time. The understanding of whether you match or not with the company might come even in the phase of discussing a project. So now is the right time to send a quote – to see if you could work together in the future.
How to understand the company is the match?
- Check if the communication is clear and consistent,
- Look for a collaborative approach to development,
- Assess their project management practices.
It's also really important to get information about hourly rates and engagement models, and examples of past projects, to get a clear estimate with the right assumptions – we’ll talk about it more in the next section.
First, start with these (and finish with highlighting the pros, concerns, and limitations of using Retool):
#1. Clear and consistent communication.
Ensure that the Retool development company you chose provides regular updates and is accessible for discussions throughout the project. This includes:
- scheduled meetings,
- progress reports,
- demonstrations of application functionalities,
- etc.
If the communication goes smoothly and nicely, you most likely could consider the company as your partner. Remember, communication is the key to success.
#2. Collaborative approach to development.
Look for a company that adopts a collaborative approach, meaning:
- they should be willing to work closely with your team,
- understand your feedback,
- incorporate recommendations into the development process.
A collaborative partner will value your insights and ensure that the final product aligns with your vision.
#3. Project management practices.
Assess the project management practices of the Retool development company you are considering. Effective PM ensures that your project is delivered on time and within budget.
Companies that use Agile, Scrum, or other iterative methodologies are often more adaptable to changes and can deliver incremental updates, allowing you to see progress and make adjustments as needed. But you can also find a better way to organize the process with your contractor.
Step 5. Support and Maintenance
This step involves evaluating the company's commitment to supporting your tools after deployment. Believe us, you’ll need it in the long term, when the project is launched for a big market.
Key points to consider include:
- If the company is ready to support the tool and manage troubleshooting (you can ask it directly during the communication stage).
For example, most of Akveo’s clients require a 10-15 hour monthly retainer package for services to improve the application and add new features. - Certainty in the agency’s maintenance and update policies,
- Availability of training and documentation.
Let’s make it more clear.
#1. Ongoing support and troubleshooting.
Why do you need it? After deployment, you’ll need a team that can promptly address any issues or bugs that arise.
What should you look for? Reliable support that ensures your tools remain functional and effective, minimizing downtime and disruption to your operations. Make sure the Retool experts you find offer comprehensive support services, including all the needed fixes.
#2. Maintenance and update policies.
Why are they important? Regular maintenance is essential to keep your tools running smoothly and securely. This includes applying software updates, performance optimizations, and adapting to any changes in your business processes or technology stack.
What should you look for? A company that is committed to the long-term success of your tools.
#3. Availability of training and documentation.
Why are they important? Proper training ensures that your team can effectively use and manage the new tools. Comprehensive documentation serves as a valuable resource for troubleshooting and understanding the tool’s functionalities.
What should you look for? A company that can provide you with everything you need to keep the project running (even if they are not around anymore).
Step 6. Cost and Value
The last important point is the price. After all, this is the main reason for everything: buying things, choosing jobs, as well as launching projects and products.
To make it as simple as possible, look at the price from the perspective of cost/value.
First, check on the proposals of different Retool development agencies.
Second, compare what they offer and for how much.
Third, include the analysis of the long-term ROI and total cost of ownership.
Most importantly, ask yourself these questions:
- Does the proposal align with my budget?
- Will I get everything I need for this price?
- Am I satisfied with the quality of the company’s case studies?
If you get three “yes”, consider it as the right choice.
Step 7 (the summary). Making the Final Decision
Here we’ll prepare a checklist for you to make the process of consideration and decision making faster. See if you are ready to choose the best Retool developer for your next project:
Retool Dashboards with HubSpot Integration
Our client needed a centralized tool to aggregate account and contact activity, improving visibility and decision-making for the sales team.
The solution
We built a Retool application integrated with HubSpot, QuickMail, and Clay.com. The app features dashboards for sorting, filtering, and detailed views of companies, contacts, and deals, along with real-time notifications and bidirectional data syncing.
The result
- MVP in 50 hours: Delivered a functional application in just 50 hours.
- Smarter decisions: Enabled data-driven insights for strategic planning.
- Streamlined operations: Reduced manual tasks with automation and real-time updates.
Lead Generation Tool to Reduce Manual Work
Our client, Afore Capital, a venture capital firm focused on pre-seed investments, aimed to automate their lead generation processes but struggled with existing out-of-the-box solutions. To tackle this challenge, they sought assistance from our team of Akveo Retool experts.
The scope of work
The client needed a tailored solution to log and track inbound deals effectively. They required an application that could facilitate the addition, viewing, and editing of company and founder information, ensuring data integrity and preventing duplicates. Additionally, Afore Capital aimed to integrate external tools like PhantomBuster and LinkedIn to streamline data collection.
The result
By developing a custom Retool application, we streamlined the lead generation process, significantly reducing manual data entry. The application enabled employees to manage inbound deals efficiently while automated workflows for email parsing, notifications, and dynamic reporting enhanced operational efficiency. This allowed Afore Capital's team to focus more on building relationships with potential founders rather than on administrative tasks.
Learn more about the case
Retool CMS Application for EdTech Startup
Our client, CutTime, a leading fine arts education management platform, needed a scalable CMS application to improve vendor product management and user experience.
The scope of work
We developed a Retool application that allows vendors to easily upload and manage product listings, handle inventory, and set shipping options. The challenge was to integrate the app with the client’s system, enabling smooth authentication and product management for program directors.
The result
Our solution streamlined product management, reducing manual work for vendors, and significantly improving operational efficiency.
Building Reconciliation Tool for e-commerce company
Our client was in need of streamlining and simplifying its monthly accounting reconciliation process – preferably automatically. But with a lack of time and low budget for a custom build, development of a comprehensive software wasn’t in the picture. After going through the case and customer’s needs, we decided to implement Retool. And that was the right choice.
The scope of work
Our team developed a custom reconciliation tool designed specifically for the needs of high-volume transaction environments. It automated the processes and provided a comprehensive dashboard for monitoring discrepancies and anomalies in real-time.
The implementation of Retool significantly reduced manual effort, as well as fostered a more efficient and time-saving reconciliation process.
Creating Retool Mobile App for a Wine Seller
A leading spirits and wine seller in Europe required the development of an internal mobile app for private client managers and administrators. The project was supposed to be done in 1,5 months. Considering urgency and the scope of work, our developers decided to use Retool for swift and effective development.
The scope of work
Our developers built a mobile application tailored to the needs of the company's sales force: with a comprehensive overview of client interactions, facilitated order processing, and enabled access to sales history and performance metrics. It was user-friendly, with real-time updates, seamlessly integrated with existing customer databases.
The result? Increase in productivity of the sales team and improved decision-making process. But most importantly, positive feedback from the customers themselves.
Developing PoC with Low Code for a Tour Operator
To efficiently gather, centralize, and manage data is a challenge for any tour operator. Our client was not an exception. The company was seeking to get an internal software that will source information from third-party APIs and automate the travel itinerary creation process. Preferably, cost- and user-friendly tool.
The scope of work
Our experts ensured the client that all the requirements could be covered by Retool. And just in 40 hours a new software was launched. The tool had a flexible and easy-to-use interface with user authentication and an access management system panel – all the company needed. At the end, Retool was considered the main tool to replace the existing system.
Testing New Generation of Lead Management Tool with Retool
Our client, a venture fund, had challenges with managing lead generation and client acquisition. As the company grew, it aimed to attract more clients and scale faster, as well as automate the processes to save time, improve efficiency and minimize human error. The idea was to craft an internal lead generation tool that will cover all the needs. We’ve agreed that Retool will be a perfect tool for this.
The scope of work
The project initially began as a proof of concept, but soon enough, with each new feature delivered, the company experienced increased engagement and value.
We developed a web tool that integrates seamlessly with Phantombuster for data extraction and LinkedIn for social outreach. Now, the company has a platform that elevates the efficiency of their lead generation activities and provides deep insights into potential client bases.
Building an Advanced Admin Portal for Streamlined Operations
Confronted with the need for more sophisticated internal tools, an owner of IP Licensing marketplace turned to Retool to utilize its administrative functions. The primary goal was to construct an advanced admin portal that could support complex, multi-layered processes efficiently.
The scope of work
Our client needed help with updating filters and tables for its internal platform. In just 30 hours we've been able to update and create about 6 pages. Following features were introduced: add complex filtering and search, delete records, styling application with custom CSS.
Together, we have increased performance on most heavy pages and fixed circular dependency issues.
Creating MVP Dashboard for Google Cloud Users
Facing the challenge of unoptimized cloud resource management, a technology firm working with Google Cloud users was looking for a solution to make its operations more efficient. The main idea of the project was to create an MVP for e-commerce shops to test some client hypotheses. Traditional cloud management tools fell short.
The scope of work
Determined to break through limitations, our team of developers turned Retool. We decided to craft an MVP Dashboard specifically for Google Cloud users. This wasn't just about bringing data into view; but about reshaping how teams interact with their cloud environment.
We designed a dashboard that turned complex cloud data into a clear, strategic asset thanks to comprehensive analytics, tailored metrics, and an intuitive interface, that Retool provides. As the results, an increase in operational efficiency, significant improvement in cost management and resource optimization.
Elevating CRM with Custom HubSpot Sales Dashboard
Our other client, a SaaS startup, that offers collaborative tools for design and engineering teams, was on a quest to supercharge their sales efforts. Traditional CRM systems were limited and not customizable enough. The company sought a solution that could tailor HubSpot to their workflow and analytics needs.
The scope of work
Charged with the task of going beyond standard CRM functions, our team turned to Retool. We wanted to redefine how sales teams interact with their CRM.
By integrating advanced analytics, custom metrics, and a user-friendly interface, our developers provided a solution that transformed data into a strategic asset.
In 40 hours, three informative dashboards were developed, containing the most sensitive data related to sales activities. These dashboards enable our customer to analyze sales and lead generation performance from a different perspective and establish the appropriate KPIs.
Building a PDF Editor with Low-Code
Our client, a leading digital credential IT startup, needed a lot of internal processes to be optimized. But the experience with low-code tools wasn’t sufficient. That’s why the company decided to hire professionals. And our team of developers joined the project.
The scope of work
The client has a program that designs and prints custom badges for customers. The badges need to be “mail-merged” with a person’s info and turned into a PDF to print. But what is the best way to do it?
Our developers decided to use Retool as a core tool. Using custom components and JavaScript, we developed a program that reduced employees' time for designing, putting the data, verifying, and printing PDF badges in one application.
As a result, the new approach significantly reduces the time required by the internal team to organize all the necessary staff for the conference, including badge creation.