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

• Levi has over eight years of experience in customer service and one year of experience as an appointment setter Worked for a BPO company providing support to US-based customers having issues with their internet service
• Promoted as team lead where she managed a team of fifteen customer service agents Conducted coaching, assessments, and feedback to team members Handled escalation calls transferred from level one agents She also worked as an in-house customer service representative for a US-based bank Assisted customers with their credit card applications and provided updates on the status of the application At her most recent job, she was an appointment setter for an insurance and forms management system company in the US
• Contacted dental clinics offering product demos Send out product details and materials to interested prospects  Schedule interested leads/prospects with the sales team for a product demo
• She is open to both part-time and full-time positions and is available to start immediately

• 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.

Levilyn is a warm, informal, outgoing, and congenial person who gets along comfortably with most people, meets new people easily and enjoys doing so, and works as well in group situations as well as one-on-one. A persistent, eager helper; has the kind of comfort with intangibles required to do work requiring an intuitive understanding of others’ viewpoints and feelings.

She is able to reach and stimulate others while being aware of and sympathetically interested in their needs. Unselfish and derives satisfaction from doing things for other people and being liked and appreciated by them for doing so.

• Prince Nel has more than 10 years of work experience in various fields. He worked in several BPOs, Sales and Recruitment Industries. Prince is proficient in the following skills:
  • B2B
  • Customer Support
  • Inbound and Outbound Sales
  • Lead Generation
  • Appointment Setting
  • Recruitment
  • Boolean Search
• He is using the following tools:
  • Seamless.io
  • MS Dynamics
  • CRM
  • Sales Force
  • Zoom info
• He can start ASAP for any part-time position.

Predictive Index Behavioral Profile - Altruist

predictiveindex.com/reference-profile/altruist/

Strongest Behaviors

• Drive to protect the company against risk by doing things in general accordance with established standards.
• Careful; usually follows a plan to avoid making mistakes. Generally has proof to support decisions before taking action.
• Detail-oriented and helpful; works comfortably as part of a team and often checks work.
• Relatively quick in connecting to others; reasonably open and sharing. Builds and leverages relationships to get work done.

Unassuming, unselfish and has a genuine interest in other people and a strong, intuitive understanding of them. Outgoing and friendly, they enjoy working with others and is lively, warm company.

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

• Jen has been working for almost 3 years now. At present, she is providing virtual assistance to a US real estate client.
• She is proficient in supporting the following:
  • Financial Reporting
  • General Accounting
  • Bank Reconciliation
  • Data migration to Quickbooks Online
  • Data entry
  • Lead Generation
  • Email Handling
  • Social Media Management
• She is exposed to the following tools/applications/softwares:
  • Quickbooks Online
  • MS Excel
  • Google Workspace
  • Xero
  • MLS
  • Ring Central
• She holds a degree in Accountancy.
• She has the following certifications:
  • Certified Bookkeeper
  • Certified Quickbooks Proadvisor
  • Certified Xero Advisor
  • Xero Payroll Certified
  • Civil Service Professional
• She can start in a week notice.
• She is open for a part-time job between 8PM-12AM and 4AM-8AM Manila time.

Predictive Index Behavioral Profile - Guardian

Strongest Behaviors

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”

• 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.

• 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.

Behavioral Summary

Jenilyn is a very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships, and measurements for the work. Jenilyn will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.

• Working as a Site Design Engineer
• In Previous job he handled Motor Control Centers in a Waste Water Treatment plant
• Assigned as a Design Engineer in Sri Lanka 
• Has experience in layout short Circuit Calculation, Short Circuit Calculation Analysis, Lux Calculation,  Genset Required kVA rating, Transformer kVa rating, Capacitor Bank required rating and Voltage Drop Calculation.
•  His Electrical Design Specification are Lighting & Power Layout, Auxillary Layou (FDAs, CCTV, Voice & Data, Etc.,),Cable Tray Layout, Power Receiving & Distribution Layout ,Lighting & Power Schedule of Loads, Lighting & Power Single Line Diagram Electrical Panel Design, Panel Layout and Schedule of Load
• Had an experience doing electrical design in Residential and Commercial Buildings Specifically in condominium.
• Done Electrical system design using Low voltages and high voltages
• Has good communication skills can express himself well

• Milbert has been in the Engineering field for more than 3 years.
• His experience in Engineering include:
  • General estimation 
  • Used Revit in drafting, had a little experience using AutoCAD
  • Project Planning
• He is also an experienced photographer
  • Spearheaded the photoshoot of a Bb. Pilipinas candidate
  • Adept in Adobe Photoshop
  • Knowledgeable in Adobe Lightroom
• He can start immediately

• Samuel is a graduate of Business Administration and had majored in Technology Accounting. He has more than 5 years of experience in the accounting field and has worked with both international and local clients.
• He has expertise in the following:

• Bookkeeping and accounting
• Bank reconciliation
• Australian Taxation and GST
• Preparing BAS
• Payroll and Auditing Financial Reports. 

• He is well verse in accounting software such as Xero, QuickBooks, Hubdoc, and Microsoft tools (Excel and Word).
• He is XERO Certified
• He is currently working part-time and is looking for a full-time position
• Available to start ASAP. 

• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.
• 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.
• Socially informal, extroverted, and outgoing; gets familiar quickly. Communicates in an uninhibited, lively, and adaptable manner, drawing others into the conversation.

• Cyrill has been working since 2012 and has handled roles such as Research Analyst, Leasing research, Lease administration officer  and Lease Administrative Officer cum Research for Commercial Leasing within real estate industries
• She honed her skills in administrative support, SAP helpdesk & Trouble shooting, Competitor market Analysis, Lead Generation, Documentation, filling, document formatting, Loan application checking Market research, client coordination,  trends, and market behavior analysis, manage real estate module, encode details of the agreement, contract generation, provide support for inquiries for rental concessions, lease administrator, email management, and data entry.
• She has no experience yet working for foreign clients and looking forward to have her first client in RS.
• Well versed with software tools such as:
  • SAP
  • MS office 365
  • Google sheets.
  • Google Maps 
  • Google spreadsheets 
• She can start after 2 weeks notice 

• Ed has been working since 2014 and has handled roles such as Customer service Representative, educator, Quality Specialist and Subject expert matter within BPO and educational industries.
• He honed his skills in Inbound call management, Bills processing, Data Analysis, Calendar Management, Calendar management, audio transcription, Troubleshooting, phone support, root cause analysis, process improvements, Quality assurance, and handling escalated calls.
• Handled telco and IT accounts and was able to take 50-75 inbound calls a day.
• Well versed with Software tools such as:
• Microsoft 365
• Power BI
• ring central
• Zendesk basic
• Aloware 
• Avaya 
• Air call

• Choleen has been working since 2018 and has handled roles such as Human Resource coordinator and training specialist within bakeshop chains.
• She honed her skills in Onboarding, training management, Timekeeping, 201 files management, organization, Sourcing, CV formatting, lead generation, coordination, posting of job advertisements, interview, and process government mandated government.
• She has part-time work experience with a US client.
• She is versed in Software tools such as:
  • Jobstreet
  • Indeed 
  • MS Word excel
  • MS PowerPoint
  • Google sheets
  • Linked in sales navigator

• Rennica is a Certified Public Accountant in the Philippines with 7 years of hands-on experience in financial administration. She is a freelance Accountant/Bookkeeper to a US-based client, allotting 4-5 hours per day in a flexible setup. 
• At present, she is a part-time Accountant for an automotive company in Australia through Remote Staff.
• She is proficient in performing the following:
  • Bookkeeping
  • Financial Analysis
  • Journal Entries
  • Reconciliation
  • Budgeting and Planning
  • Accounts Payable
  • Accounts Receivables
  • Fixed Asset Management
  • Payroll,
  • Financial Closing
  • Management reporting
  • Tax filing
• She is a user of Xero, QuickBooks Online, and MS 365 (Outlook, Excel, Word).
• She is knowledgeable in Australian GST.
• She can start immediately and is amenable to working any day-shift part-time position

• 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.
• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”

• Diana has over 4 years of work experience mostly within BPO industries.
• She gained skills in the following:
  • Customer Service & Support
  • Technical Support
  • Chat Support
  • Email Support
• She handled accounts related to medical, insurance and more catering clients mostly based in the US
• She is pretty much confident already with handling any customer concerns, doing basic troubleshooting, even handling irate clients.
• Adept with using tools such as MS Word & PowerPoint
• She is available to start immediately

• 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.

Helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, they will work within those standards to ensure repeated successes and high-quality results. Diana has the patience and tolerance required for routine work and can be relied on to do such work consistently and in a relaxed manner. Prefers having, and following, a well thought-out process to ensure success. If they are responsible for establishing the process, they will do so in a thoughtful, methodical manner, paying close attention to details and time-honored successes. Once established, they’ll expect that the process be followed consistently.

Will focus on the details of the work and will handle them with somewhat better than average accuracy. In work involving repeated contact with people, Diana will be pleasant, agreeable, and supportive. Derives satisfaction from helping others and likes to feel part of a secure team.

• Sherwin is working professionally since 2009 through different industries such as Business Process Outsourcing and Marketing Industry.
• He is able to work with data to be provided to the Sales Managers on a regular basis. He is compiling data for PO management, supply chain and sales. 
• He had worked with several industries including IT, furniture, e-commerce.
• He is well versed with the following roles:
  • Digital Marketing
  • Marketing Management
  • Sales and Account Management
  • Customer Service
• He is also adept in using the following tools:
  • AS400
  • SAP
  • SharePoint
  • Salesforce
  • Microsoft Excel (10/10)
  • GSuite
  • SQL
• He is passionate towards work and willing to learn.
• He can start working with 30 days notice.

• Strongly formal and reflective; a cool, sometimes withdrawn person who’s often deep in thought. Very skeptical of new people, requires substantial “proof” to build trust in someone.
• 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.

Sherwin 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; Sherwin plans ahead, double checks, and follows up carefully on decisions and actions.