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

Michelle Bernice Garcia has a robust background in social media management and marketing, with significant experience in project management, graphic design, and administrative tasks. Her proficiency with various tools and readiness to start immediately make her a strong candidate for roles in marketing and social media management.

Evaluation Comments:

• Michelle has a diverse background in social media management, tech support, and tutorial services.

• She has experience in multiple industries and is capable of handling a wide range of tasks from community management to video editing.

• She is knowledgeable in various tools and is ready to start immediately.

Key Strengths:

• Social Media Management: Advanced skills in managing and marketing on social media platforms.

• Project Management: Proficient in planning, executing, and managing projects.

• Graphic Design: Skilled in creating visual content for various platforms.

• Administrative Support: Strong administrative skills including appointment setting and general admin tasks.

• Training and Development: Experienced in coaching and training.

Technical Expertise:

• Tools: Canva, Google Suite, MS Apps, Vegas Pro, Adobe Premiere, Asana, Trello, Buffer, Hootsuite, ClickUp

Strongest behaviors:

Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world.

Independent in putting forth their own ideas, which are often innovative and, if implemented, cause change. Resourcefully works through or around anything blocking completion of what they want to accomplish; aggressive when challenged.

Summary:

Michelle Bernice is a confident, independent self-starter with competitive drive, initiative, a sense of urgency, and the ability to make decisions and take responsibility for them. Can react and adjust quickly to changing conditions and come up with ideas for dealing with them.

Her drive is purposeful, directed at getting things done quickly. She is an individual who responds positively and actively to challenges and pressure, and has confidence in their own ability to handle novel problems and people. An outgoing, poised person, a lively and enthusiastic communicator, tending to be a little more authoritative than persuasive in style. Talks briskly, with assurance and conviction and is a stimulating influence on others, while being firm, direct, and self-assured in dealing with them.

• Bernz started her professional career in tutorial services in 2008.
• She also had her career as a tech support in Xbox in a BPO set-up.
• She then ventured into social media management and marketing for 4 years. She has worked with several industries on telecommunication, BPO and hospitality.
• She is able to perform the following tasks:
  • Community Management
  • Social Media Management
  • Social Media Marketing
  • Graphic Design
  • Email Marketing
  • Project Management
  • Video Editing
  • Appointment Setting
  • Admin Tasks
• She is knowledgeable on the following tools:
  • Canva
  • Google Suite
  • MS Apps
  • Vegas Pro
  • Adobe Premiere
  • Asana
  • Trello
  • Buffer
  • Hootsuit
  • ClickUp
• She is ready to start immediately.

• Carmela started in the BPO industry for 4 years. She was able to do fraud analysis, record handling, customer service, financial management and email support.
• She then transitioned as a virtual assistant where some of her responsibilities include:
  • data entry
  • outbound calls to prospective client
  • appointment setting
  • recruitment
• She has became a healthcare virtual assistant where she performs the following:
  • inbound and outbound calls to and from patients
  • liaise between patients and providers
  • appointment setting
• She did recruitment for licensed practical nurses, certified nursing assistants and nurses in the US. She did end to end recruitment:
  • job posting
  • credentialing
  • interviewing
  • onboarding
• She is knowledgeable on the following tools:
  • Kamana
  • Jazz HR
  • ZipRecruiter
  • Nurses.com
  • Indeed
• She is ready to start after a week.

Predictive Index Behavioral Profile - Individualist

Strongest Behaviors:

• Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
• 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.
• Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and co-workers. Doesn’t easily change.

Carmela is independent and individualistic in thinking and behavior. Has strong ideas and opinions and expresses them with confidence and certainty.

Having a willingness to take risk,  Carmela is likely to develop and act on ideas that are distinctly new or unconventional. This is a creative and nonconformist personality.

In expressing and acting on her ideas, she is determined and persistent and has the kind of confidence and nerve involved in initiating innovation or change. Very determined and persistent, once a goal is set she’ll generally push hard to reach it, regardless of the goal’s popularity with others. Undaunted by criticisms or failures.

• Jona is a Certified Public Accountant with 10 years of relevant experience. She was employed within the BPO, accounting firm, and real estate industries in progressive roles. She showcased her expertise in different accounting functions to clients based in Australia and Singapore. In addition, she also provided consulting services to local clients for 2 years where she got exposed to royalty reporting for a real estate client.
• She is proficient in supporting, but not limited to, the following:
  • General Accounting
  • Reporting Analysis
  • Budgeting
  • Taxation
  • Bookkeeping
  • Accounting Reconciliation
• She used numerous applications and software such as JDE, Xero, IFCA Property Plus, QuickBooks Desktop, SAP, MS Excel, MYOB, Sleek ERP, Dext/Receipt System, HubDoc, Zendesk, Front, Slack, and MS 365.
• She is a certified Xero Advisor.
• She can start immediately, prefers the day shift, and is open to either a part-time or full-time position.

• Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome. Impatient with routines.
• 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.

• Mick has been in the Software Development field for over 8 years, 5 years were on Android development
• He was able to create apps from the scratch 
• He also did the submission process to Play Store, review codes, creating new functions and features and bug fixing
• He's adept at the following:
  • Kotlin - 4 years
  • Java - 3 years
  • Restful API
  • MVVM for Android
  • GIT  - 4 years
  • VBA
  • VB.NET
  • C++
  • AGILE Development
• He can start in 2 weeks

Predictive Index Behavioral Profile - Specialist

Strongest Behaviors

• 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.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.

Behavioral Summary

Mick Jason 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 his own area of expertise.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Mick Jason, who takes responsibilities very seriously.

• Aubrey started her career in BPO for 8 years.
• She became a customer service representative where she handled basic inquiries from the customers, handle billing inquiries and became a helpdesk support.
• He also had an experience with eBay where she became a mentor and got the opportunity to become a coach.
• She did the following as a coach:
  • generating reports
  • taking over escalations
  • troubleshooting
  • appeals
• She is knowledgeable on the following tools:
  • Microsoft Powerpoint
  • Microsoft Excel
  • Microsoft Office
• She is ready to start after 2-weeks.

• Phone support, both inbound and outbound
• Email and chat support
• Order replacement and refund
• Order tracking and status check
• Basic troubleshooting of account-related concerns

• Shopify
• ShipStation
• Gorgias
• Stern
• CRM
• AirTable

• Sarah has over 4 years of experience as an Admin Assistant, Legal Assistant, Appointment Setter, and Executive Assistant
• She's skilled also with
  • Customer Handling
  • Executive Support
  • Admin tasks such as creating reports, scheduling meetings, and so on.
  • Calendar Management
  • Email Management 
  • Appointment Setting
  • Social Media Marketing
• She catered to clients where some are based in Canada, US, Utah
• Adept with using tools like:
  • Outlook 365
  •  Asana
  • CRM: Podio, Pipedrive
  • MS Teams
  • Slack
  • MS Office (Word, Excel)
• Available to start ASAP.

• Icee has been working since 1999 and has handled roles such as Passenger Service Agent, Saudi Airlines, Travel Counselor, American Express Travel, Travel Fulfillment Specialist, Subject Matter Expert, Senior Travel Consultant, Crew Operations Supervisor cum Travel Coordinating Supervisor and Customer Service Representative for travel account within BPO and travel agency industries.
• She honed her skills in customer service, admin support, handled new and existing reservations for flights, hotels, and cars, ticket issuance, coordination, flight booking, reservations, scheduling, refunds, and cancellation processing. Also, she has extensive knowledge in seafarers contracts, visa documentation, fares computation, and other complex itineraries.
• Has handled travel accounts since 2002 under the US.
• Well versed with the following software tools:
  • Sabre 360
  • Sabre Red
  • MS Office
  • Linux
  • Sea crew System
  • Emplaza Database
  • World span  Amadeus
  • Abacus
  • Apollo
  • Galileo
• She can start Immediately.

• Extreme precision, sometimes perfectionistic; strong follow-through to ensure tasks are completed exactly in accordance with quality standards.
• Nearly exclusive focus on technical, rather than social issues. Very disciplined, specific thinking about what needs to be done, how to do it perfectly, and how to avoid pitfalls. Makes and checks an execution plan that is followed literally.
• 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.

Ma Icee Vela 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, she will develop a high level of specialized expertise. Serious and dedicated to the job and the company.Her work pace is steady and even-keeled, and she's motivated by a real concern for getting work done thoroughly and correctly. Discipline and circumspect thinking will lend caution to her decision-making; Ma Icee Vela plans ahead, double checks, and follows up carefully on decisions and actions.

• Outbound selling
• Product training
• Customer service

• MS Word
• MS Excel 
• Avaya

• Jen has been working since 2012 and has handled roles such as Customer service Representative, Accounts payable helpdesk, Senior Loan processor, and Document Registration/ Credit Officer within BPO, Insurance, Loan, and Mortgage industries.
• She honed her skills in Customer Service, Admin support, She honed her skills, in the end, to end loan processing from lodgment through to settlement, Credit assessor, Loan approval, Bank statement Analysis,  creating new customer records, Document preparation, Ensuring of Pre Settlement Documents, Disbursement of pricing matrix.
• She worked with US and Australian clients and brokers.
• Well versed with the following software tools:
  • Mercury- 4 years
  • Apply Online
  • Encompass
  • MS Excel
  • CRM
• She can start Immediately.

• She has been working for 13 years as Paid Media Manager, Paid Media Buyer, Digital Marketing Specialist, Digital Marketing Manager for beauty, digital agency, retail, and business consultancies companies based in US, Malaysia, and Philippines 
• She has strong experience with digital marketing facet which include 
  • Social Media Handling 
  • Social Media Strategy 
  • Email Marketing
  • Content Planning
  • Paid Advertisement 
  • Email Marketing 
• One of her strongest suit is Paid Advertisements wherein she is involved with the following 
  • Planning and allocating budges for paid advertisement in Facebook, Google, Instagram, Twitter, and Bing 
  • Collaborate with the marketing team for visual and contents of the advs 
  • Optimize performing ad sets and revamp non performing ads 
  • Performing AB testing to check the feasibility of the ads 
  • Researching new trends and new ideas to help boost the ads 
  • Strategizing and creating plans for paid ads 
  • Generating reports and monitoring the ads performance 
• She has mostly worked with cosmetic brands, and hair products 
• She has an averaged budget for 
  • Facebook (Meta)- 5,000 USD per month
  • Google 10,000 USD per month
  • Bing- 7,000 USD per month 
• She is a confident user of the following tools 
  • Google Analytics
  • Canva
  • Capcut
  • Meltwater- social listening
  • SemRush
  • SuperMetrics
  • Business Manager 
  • Google Ads Manager
  • Hootsuite 
  • WordPress
  • Wix 
  • Click Funnel
  • Get Response
  • Mailchimp
  • Lead Page
  • Hubspot
  • Klaviyo 
• She cans start as soon as possible 

• 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.

• Caren Tevanny 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.

• Outbound B2B sales
• Appointment setting
• After sales
• Admin assistance
• Loan processing
• Tutoring
• Order processing and verification
• Basic troubleshooting
• Customer support

• Grasshopper
• Google Suite
• DocHub
• Slack

• Patient, stable, and consistent; does things generally systematically and is not inclined to change these systems. Dependable, relatively consistent and works best in familiar environments, with familiar people.
• Tolerant, easy-going, and uncritical in getting along with others. A focused listener.
• Works steadily at an even pace; most productive with fewer interruptions.

Mnemosyne 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.

In most circumstances, she is accustomed to thinking before speaking and will generally relay information in a factual and direct manner to peers and superiors. From time to time, their behavior may come across as challenging the status quo, and at times, they are comfortable following the rules.