How AU SME’s Can Benefit From Outsourcing To the Philippines (And How to Get Started)

• Prepares Bill of quantities
• Compiles Bill of materials
• Creating structural drawings mostly rebars and concretes using AutoCAD software
• Preparing erection and shop drawings
• Conducted estimation of materials like steel (columns and beams), floor/roof trusses, wall & floor panels, siding, roof types, and etc. 
• Interpreting building plans ( blueprints and drawings)

• Planswift (6 yrs.+)
• Bluebeam
• AutoCAD
• Shear 97
• ShearCAD
• Microsoft Office application (Word and Excel)

• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.

• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.

Behavioral Summary
 

Marvin is thoughtful, disciplined, and particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within his area of expertise. Works at a steady, even pace, leveraging his background for the betterment of the team, company, or customer.

With experience and/or training, Marvin will develop a high level of specialized expertise. Serious and dedicated to the job and the company. His work pace is steady and even-keeled, and he is motivated by a real concern for getting work done thoroughly and correctly. Discipline and circumspect thinking will lend caution to his decision-making; Marvin plans ahead, double checks, and follows up carefully on decisions and actions.

• Siena has 8 years of relevant work experience. She has performed various roles in different  companies where she supported the following tasks:
  • Virtual Assistance
  • Lead Generation
  • Customer service
  • Data entry
  • Sales
• She has been working as a virtual/executive assistant for 2 years now and did: 
  • Email management
  • Calendar management 
  • Minutes of the Meeting
  • Inbound and Outbound Calls
  • Power Point Presentations
  • Research
  • Records keeping
  • Social media management
  • Database building
  • Travel arrangements
• She worked with, Canadian, and American client.
• Prior working as Virtual Assistant, she has also worked as Event coordinator where he managed the entirety of some events like weddings, and trade shows
• She is proficient in One Drive, air table, zapier, agile, Salesforce, and Microsoft
• She is available to start immediately. She is amenable to working the day shift for any part-time or full time position. tools.

• Task-focused; quickly notices and pushes to fix technical problems, assertively cutting through any personal/emotional issues. Has aptitude to spot trends in data or figure out how complex systems work.
• Independent, analytical, critical, and creative thinking and action; little need for external validation before action. Private.
• Authoritative and direct, driven to accomplish personal goals; pushes through roadblocks assertively. Communication is direct, to the point, and sometimes brusque.

• Paulo is a Commerce graduate with a major in Management Accounting. He has more than 10 years of relevant experience and worked with local and international clients. He's been exposed to a number of industries such as IT, recruitment, insurance, construction, and food and beverage. His most recent employment was with an outsourcing company where he dealt with 23 clients based in New Zealand and carried out the following tasks:
  • Financial statement preparation
  • Bank reconciliation
  • Account reconciliation
  • Intercompany reconciliation
  • GST reconciliation and filing
  • Payroll preparation
• With this employment, he started as a Management Accountant and got promoted to Team Leader where he handled up to 6 team members, supervising, delegating tasks, and training them.
• He is knowledgeable about BAS.
• Locally, he did government compliance and taxation.
• He holds certificates for Xero Advisor and Xero Payroll.
• Paulo is well-versed with Xero, Google Workspace (Spreadsheet, Document, Drive, Meet), PayHero, WorkflowMax, QuickBooks Desktop, Microsoft Office Apps (Excel, Outlook, Word), Peachtree, and Process Manager.
• He can start immediately.
• He prefers working the day shift but can consider the graveyard shift too, full-time.

A licensed Civil Engineer with over five years of progressive, hands-on experience specializing in quantity surveying and cost estimation within the construction industry. Giovanni has developed strong expertise in preparing accurate cost projections, material and labor takeoffs, progress billings, and contractual documentation for both small- and large-scale developments. He earned his Bachelor of Science in Civil Engineering from Manuel S. Enverga University Foundation (2014–2019), providing a solid academic foundation for his professional practice.

Throughout his career, he has held both full-time and part-time roles, contributing to a wide range of project types—spanning vertical constructions such as residential homes and commercial buildings, as well as horizontal infrastructure projects like roads and warehouse facilities. His work spans both local and international settings, including nearly three years supporting Australia-based clients, where he ensured compliance with relevant building codes and standards, including Australian regulations. This international exposure has strengthened his technical versatility and understanding of regional compliance frameworks.

1.     Career Highlights / Relevant Projects

• Has led cost estimation, billing, and quantity takeoffs for vertical projects such as residential and commercial buildings, as well as horizontal works like roads and warehouses.

• Notably managed fit-out, facade, and architectural works including tiling, flooring, painting, and ceiling scopes.

• Regularly handled project billing, inspection requests, and documentation such as purchase orders and quotations, in collaboration with engineers and architects.

• Demonstrated adaptability in performing rotating assignments across multiple simultaneous projects, consistently meeting deadlines and quality standards.

• Provided input on technical scopes such as elevator systems by liaising with mechanical engineers for accurate material assessment.

2.     Skill Proficiency + Tech / Software Proficiency

• Skills Proficiency: Proficient in end-to-end cost estimation, contract and procurement management, budgeting and cost control, project billing, and progress reporting.

• Tech / Software Proficiency: Proficient in Microsoft Excel (advanced use for cost estimation and reporting), PlanSwift (over 3 years of experience), Cubit X (utilized for quantity takeoffs and material visualization), AutoCAD (for interpreting plans and making design updates), Bluebeam (for document review and markup), and Monday.com (for project task management). Also familiar with SharePoint for document collaboration and access.

He can start immediately. 

Predictive Index Behavioral Profile: Adapter

Strongest Behavior: 

• Relative persistence as goals are pursued; keeps at it even when problems pop up. Steady, slower to change.

• Somewhat casual with rules. More focused on the goal than how to get there; delegates some of the implementation details.

• Generally, takes each day as it comes, greeting it with few worries and relaxed demeanor, particularly if there’s some predictability involved.

Behavioral Summary: 

• This is a flexible individual who portrays a similar amount of each drive. At times, this person may express certain motivational needs, and at other times those needs may be different. Giovanni is likely equipped with a diverse behavioral range that provides adaptation from one situation to the next. They may desire to take the lead on a project but are also comfortable accommodating the desires of others and allowing others to assume control – provided the task gets executed correctly. 

• Lai has more than 10 years of relevant experience.
• She worked for 8 years in the BPO providing customer service and shifted to remote work in 2018 as a virtual assistant for real estate clients for 4 years.
• She is adept in performing the following:
  • Customer support
  • Inbound Sales
  • Appointment setting
  • Email marketing and management
  • Social media management and marketing
  • Order fulfillment
  • Cold calling
  • Lead sourcing
  • Skip tracing
  • Other admin tasks like contract sending
• She used applications and tools such as Google Suite, Slack, Hubspot, HootSuite, Zillow, MailChimp, Asana, Trello, ZoomInfo, Trulia, and DocuSign.
• She can start ASAP.
• She can work anytime for any part-time or full-time position.

• She has 12 years of work experience as a Virtual Assistant in Real the Estate, Non-Profits, and Advertising/Marketing industries.
• She has a degree in Bachelor of Science in Secondary Education
• She is proficient in performing the following task:
  • Calendar Management
  • Email Marketing
  • Lead Generation
  • Appointment Setting
  • File Management
  • Managing Rental Properties
  • Invoicing 
  • Telemarketing
• She has basic knowledge of SEO and processing Accounts Receivable and Payable 
• She is adept at using the t and applications like:
  • Trulia
  • Zillow
  • Slack
  • Microsoft Office 365
  • Google App
  • Adobe Acrobat
  • DocuSign
• As an Executive Assistant she has experience in doing the following tasks:
  • Overseeing email correspondence
  • Arranging significant meetings, whether virtual or face-to-face
  • Handling various appointments, both work-related and personal
  • Managing social media activities and communication
  • Compiling and maintaining digital files
  • Collecting information
  • Crafting presentations
  • Handling reservations and bookings of various types
  • Maintaining and refreshing contact databases
  • Coordinating and overseeing all scheduling and calendars, among other tasks.
•  She can start as soon as possible. For any full-time or part-time position

Predictive Index Behavioral Profile - Specialist

Strongest Behaviors

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

Behavioral Summary
Ailyn is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

With experience and/or training, Ailyn will develop a high level of specialized expertise and efficiency. Disciplined and dedicated to the job and the company. Work pace is somewhat faster-than-average, and Ailyn is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.

• Answering customer billing, order, and invoice inquiries
• Troubleshooting devices 
• Account Activation
• Customer retention
• Upselling
• Handling inbound and outbound calls
• Email and chat support
• Book appointments with Doctors
• Advise clients about insurance plans

• Microsoft Office Suite (Word and Excel)
• Cisco
• Atlas

• Teaches and shares; often working collaboratively with others to help in any capacity.
• Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.
• Comfortably fluent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.

Behavioral Summary

A pleasant and extraverted person, April is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Her congenial personality and friendly, interested attitude make her readily approachable. April gets along easily with a wide variety of people.

Her drive is directed at working with and for others. She derives particular satisfaction from doing things for others, the company, management, the team, and for the company’s customers. Cooperative and willing, April can be a particularly effective teacher and communicator of the company’s policies, programs, and systems.

Works at a faster-than-average pace; is attentive to details and both quick and accurate in handling them. 

• Ezra has been working for more than 10 years mostly within the Architectural, Media, and Advertising industries.
• His skills & expertise are in Graphics Design/Multimedia which include:
  • Creating marketing collaterals
  • E-learning designs
  • Architect floor plans
  • Stage Events, Booths & Posters designs
  • Social Media posts
  • Motion Graphics
  • Product packaging designs
• He is proficient in using the following tools/software:
  • Adobe Photoshop, Illustrator, Indesign, Premiere, After Effects
  • Jira
  • Canva
  • VIZRT (Artist, Operations)
  • Cinema 4D (similar to CAD tools)
  • MS Office
• Ezra always makes sure that his tasks and deadlines are being met producing also high-quality work.
• He is available to start in a week notice 

• Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
• Persistence; consistent pursuit of goals in calm, methodical manner even when setbacks occur.

• Eloisa has more than 10 years of experience specializing in accounts payable.
• She worked in the BPO, retail, finance, and security industries.
• She is proficient in performing the following:
  • Accounts payable management
  • Disbursement transactions
  • Petty cash replenishment
  • Entering and loading supplier's invoices into the system (both international and local)
  • Check preparation
  • Assisting with bank reconciliation
  • Depreciation report updates
  • Generation of aging reports
  • Customer and vendor support
• She used QuickBooks, SAP Business 1, SAP R/3, Passport Software, MS Outlook, and MS Excel.
• She can start ASAP.
• She is amenable to working in any time zones for part-time or full-time position

• Jayson has been working for 12 years as Customer Service Representative, Technical Support, Team Lead, and Verification and Fraud Analyst within BPO and Financial Services industry.
• He has supported clients from Australia and US 
• He supported the following tasks:
  • Creating Reports
  • Data Entry
  • Customer Handling
  • Technical Support
  • Email Management
  • Calendar Management
  • Order Processing
  • Fraud Investigation and analysis
  • Admin task
• He also has experience with scheduling technicians who provide service for faulty internet cable, alarm systems, and solar panels
• He also monitors technician status and provides feedback to customers 
• He is adept at using tools and applications like:
  • Freshdesk
  • Zendesk
  • AOL (eCommerce platform)
  • Microsoft Office (PowerPoint, Excel)
  • Google Sheet
  • Jira
• He can start immediately. He is amenable to working the day shift but can also consider night shift for any full-time position.

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.

Jayson is thoughtful, disciplined, and particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within their area of expertise. Works at a steady, even pace, leveraging their background for the betterment of the team, company, or customer.

With experience and/or training, they will develop a high level of specialized expertise. Serious and dedicated to the job and the company. Their work pace is steady and even-keeled, and they’re motivated by a real concern for getting work done thoroughly and correctly. Discipline and circumspect thinking will lend caution to their decision-making; Jayson plans ahead, double checks, and follows up carefully on decisions and actions.

• She has been in the BPO industry for 6 years and started working as a Virtual Assistant in 2020 catering to clients in the US within the medical services.
• and supported the following tasks:
  • Medical Insurance and claims verification
  • Invoices and claims
  • Inbound and Outbound call
  • Customer Handling
  • Email Management
  • other Admin tasks
• She is proficient with the EMR system, Microsoft Office (Excel, Word, and PowerPoint), and Google Apps.
• She can start as soon as possible for any full-time position preferably for a graveyard shift but can also consider the day shift.

• Works at a faster-than-average pace, producing results in general accordance with schedules and “the book.”
• Detail-oriented; typically makes and follows a plan to keep track of things and usually follows up to ensure completion.
• Task-focused; often notices and is driven to fix technical problems, cutting through any personal/emotional issues. In areas of interest, has aptitude to spot trends in data or figure out how complex systems work.

This is a flexible individual who portrays a similar amount of each drive. At times, this person may express certain motivational needs, and at other times those needs may be different.

Edmy Maiden is likely equipped with a diverse behavioral range that provides adaptation from one situation to the next. They may desire to take the lead on a project but are also comfortable accommodating the desires of others and allowing others to assume control – provided the task gets executed correctly.

• She has been working for 8 years as a General Virtual Assistant for eCommerce, Real Estate, and IT companies mostly from Australia, United States, and Canada 
• She is a graduate of Computer Engineering 
• She has been responsible for numerous administrative tasks which includes 
  • Customer Correspondence 
  • Email and Phone Support 
  • Database Management 
  • eCommerce Management 
  • Invoicing 
  • Creating Quotation
  • Inventory Management 
  • Purchasing
  • Graphic Designing using Photoshop and Canva
  • Product Listing and Product Research 
  • Appointment Setting and Client Reservations 
  • Data Entry 
• When she worked as an eCommerce Virtual Assistant, she mainly source or manage products in the Fashion Wear
• She has also experience with HTML 
• She is a confident user of the following tools/platform  
  • Salesforce
  • HubSpot
  • Zendesk
  • Active Campaign
  • Slack 
  • QuickBooks 
  • Canva
  • Amazon 
  • eBay 
  • Shopify
  • Google Workspace 
  • Inkscape
  • MS Application (Excel, Document and Presentation) 

• Task-focused; often notices and is driven to fix technical problems, cutting through any personal/emotional issues. In areas of interest, has aptitude to spot trends in data or figure out how complex systems work.
• Relatively independent in thinking and action; often comfortable taking action without input from others. An analytical and private person.
• Attention to detail; follows through on tasks to ensure completion in general accordance with quality standards.

• This is a flexible individual who portrays a similar amount of each drive. At times, this person may express certain motivational needs, and at other times those needs may be different.
• Regine Marie is likely equipped with a diverse behavioral range that provides adaptation from one situation to the next. They may desire to take the lead on a project but are also comfortable accommodating the desires of others and allowing others to assume control – provided the task gets executed correctly.