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

Monique studied Bachelor of Science in Business Management and her recent work was as a Real Estate Virtual Assistant

• She has 2 years of experience in property management with her client in the US
• She answered phone calls and responded to emails for inquiries and booked appointments for property viewings
• Manages rental applications

• She was a secretary to the Dean
  • Mainly manages the calendar and appointments of the dean
  •  create letter templates and other paperwork
• Medical biller in a US-based company
• Social media management
• Video and photo editing for publicity materials

• Appfolio (certified)
• Propertyware
• Google Workspace
• Canva/Photoshop

She also has certification in;

• Quickbooks
• Xero

Predictive Index Behavioral Profile - Captain

https://www.predictiveindex.com/reference-profile/captain/

Strongest Behaviors:

• Intense proactivity and aggressiveness in driving to reach goals. Actively and boldly challenges the world, business, and even the areas of others within the business.
• Strongly independent in putting forth their own ideas, which are innovative and original, and if implemented, will change the organization. Resourceful and forceful in overcoming obstacles, vigorously and directly attacks problems; fights back hard when challenged.
• Incredibly strong sense of urgency; this individual is in nearly constant motion, putting pressure on themself and others for immediate results. Unable to do routine work.

Monique Mia 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. Monique responds positively and actively to challenge and pressure, and has confidence in her 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.

• Gerald has been working for more than 10 years.
• He has gained experience/expertise with:
  • Customer Service
  • Technical Support
  • Data Encoding
  • Online English/Science Teaching
  • Real estate sales
• He used to work in the BPO and Real Estate industries and recently he transitioned to working permanently on a homebased set-up doing online English teaching to mostly Japanese students.
• He is adept with using tools/technologies such as Avaya, CRM and Skype
• He's also skilled with handling inbound calls, email & chat.
• He used to be promoted as well from an agent to supervisory role when he worked in the BPO industry
• He can start ASAP

• 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.
• With an ability to concentrate on the task at hand, is generally more focused on the technical matters than the social ones. Consistent and thoughtful.

• Mary has been working for more than 20 years as Accounting Assistant/Bookkeeper, Branch Operations Head, Procurement Manager, Administrative Assistant - Invoicing and Virtual Vacation Rental Manager. She has an experience working for global clients such as Australians and from New Zealand.
• Her work experiences revolved around working in the banking industry and has transitioned to working freelance to spend more time with her family. She's used to handling branch operations, doing approvals of account openings, cash management, check clearing & bookkeeping
• As a Procurement Manger she was tasked to:
  • Managed supplier invoices for purchases for jobs and stock items, and matched them to system receipts for posting to the General Ledger.
  • Worked in monitoring invoices and ordering  the company's supplies and workshop stocks for their branches.
  • Rendered additional assistance with expense account management and with general admin duties.
  • Worked closely with business owner, financial manager, sales officers and job technician for the proper allocation of work receipts and inventory issuances.
• She is proficient in using MS Excel, Word, Shopify and email management. She's also recently about to take up training in using the MYOB tool. 
• With her recent corporate experience she became an Assistant Branch Manager already and she considers this as her career highlight.
• She's confident in handling any bookkeeping role or non voice support customer service roles.
• Available to start asap.

• 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.
• 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.

• Joel has been a Web Developer for over 10 years. His expertise is in WordPress platforms including eCommerce thru WooCommerce.
• He does front-end development, creates mockup designs, converts WordPress pages and sometimes does backend development as well. But he considers his expertise and specialty in doing front-end layouts of websites i.e. PSD slicing, developing mock-up designs and building WordPress functions.
• He also does website optimization mostly focusing on its speed. He can also do on-page SEO. Note that he does not have experience in doing off-page SEO.
• He is usually building his builder. But he's been using Elementor, WP Bakery, Divi and Muffin builder, 
• He is asked to  provide mockup designs using Adobe XD, Figma, iIvisionapp, Photoshop, Adobe InDesign
• He can create/modify theme plugins.
• He has average communication skills. 
• He can start asap though he's still finishing projects as a freelancer.

• 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.

• 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.

Joel 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.

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 Jose Pacholo, who takes responsibilities very seriously.

With experience and/or training, Joel 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 Joel 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.

• Anthony is a Certified Public Accountant with six years of relevant work experience. He has a short stint of working in a local Accounting firm.
• In his experience as a Freelance Accountant for 4 years, he has catered clients in the US and Australia in the field of retail, manufacturing, food and beverage.
• Overall, he is confident in supporting the following:
  • bookkeeping
  • taxation 
  • accounts payables
  • financial reporting
  • general ledger
• He is proficient with the following tools:
  • MS Excel
  • Xero
  • Quickbooks
  • Oracle
  • SAP
  • Freshbooks
  • MYOB
• He can start ASAP. Open for full-time and part-time position. 

Behavioral Summary
Anthony John 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. Their drive is purposeful, directed at getting things done quickly. This individual responds positively and actively to challenge and pressure, and has confidence in their own ability to handle novel problems and people.

Predictive Index Behavioral Profile - Captain

Strongest Behaviors

• Maria started her career as a recruitment specialist for 6 years in a BPO company.
• She then became a virtual assistant and executive assistant to the CEO. Her clients were from the entertainment industry. 
• She also has an experience as a Customer Service Representative 
• She is knowledgeable on the following:
  • Bamboo HR
  • Fresh Teams
  • LinkedIn
  • Facebook
  • Microsoft office Suite
• She has been recruiting agents, trainers and managers. She also had experience in recruiting health care professionals in an Australian-based recruitment agency.
• She is ready to start immediately.

• Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.

• Comfortably fluent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.
• Detail-oriented; typically makes and follows a plan to keep track of things and usually follows up to ensure completion.

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

A pleasant and extraverted person, Maria 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 them readily approachable. Maria gets along easily with a wide variety of people.

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

Dondee îs a multimedia designer who has been in the business since 2002

He started as a graphic designer for a local design company creating designs for print media like brochures, pamphlets, posters

Also did high-resolution design and layout for large format printing.

Edited and retouched photo images 

Designed and enhanced company logos

Edited videos to be posted on the website and social media accounts of the client

Designed newsletters, social media posts and other marketing materials

He is proficient in the following tools:

• Photoshop
• Indesign
• Illustrator
• Adobe Premier
• Adobe after effects

Evaluation Comment

Mark has a solid background in mechanical engineering with experience in both design and project implementation. His expertise in HVAC systems, cooling systems, and mechanical infrastructure is well supported by his advanced technical skills in AutoCAD, material cost estimation, and mechanical design. His hands-on experience in both engineering and project management, combined with a strong understanding of international standards, makes him a well-rounded candidate for roles requiring both technical design and project oversight.

Strengths:

• Strong technical skills in mechanical engineering and design, with advanced proficiency in AutoCAD and cost estimation.
• Extensive experience in designing HVAC and cooling systems for large-scale commercial projects.
• Familiarity with international mechanical and safety standards.

• Mechanical Engineering (Advanced)
• AutoCAD (Advanced)
• Analytical Skills (Advanced)
• Microsoft Office/Excel (Advanced)
• 2D/3D Design (Advanced)
• Material Cost Estimation (Advanced)
• Communication and Critical Thinking Skills (Intermediate)

• Mark is a Mechanical Engineer with more than six (6) years of work experience with specialization on HVAC and fire protection.
• He has good communication skills, very professional.
• His proficiency lies in crafting layouts and blueprints for ventilation, air conditioning, ductworks, chilled water piping, and equipment arrangement.
• Additionally, he possesses skills in space planning and conducting calculations for cooling load, ventilation, air quality, smoke extraction, and more.
• He prepares technical specifications, review and evaluate all submittals which includes quotes and technical documentation of equipment proposals. He also ensures that all documents and design is in compliance with the codes and standards.
• He has contributed to various projects involving offices, residences, commercial spaces, mixed-use buildings, and restaurants, ensuring compliance with relevant codes and standards such as ASHRAE, NFPA, SMACNA, and others.
• He executed tasks related to space planning, calculations (including cooling load, mechanical ventilation, indoor air quality, smoke extraction, stairwell pressurization, fireman’s lift pressurization, etc.), and the layout of mechanical plans. This involved handling equipment and layout configurations, ductworks, refrigerant and chilled water piping layouts, and other mechanical details.
• He gained experience in preparing quotations while managing several projects during his freelance work.
• In his recent role, he collaborated as a cooling estimator with an Australian client, offering engineering assistance for Precision cooling products like CRACs, Chillers, and similar items. His responsibilities included reviewing technical documentation and delivering technically compliant product selections aligned with project requirements. He generated quotations, prepared comprehensive compliance reports, and coordinated with the Business Development Manager (BDM), suppliers, and other team members to stay informed about project status and updates. Additionally, he managed cases within the CRM system.
• He is proficient in using AutoCAD, MS office, Duct sizer, Pipe sizer, HAP-E20, Excel, and Hourly analysis program for précised cooling.
• He can start by January of 2024.

• 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.
• 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.

• Stephen has over 25 years experience mostly within BPO, Sales industries.
• He has handled roles for:

• He catered clients that are mostly based in the US and handled accounts for Financial, Telco & Hospitality industries
• He is skilled with supporting both inbound & outbound calls, emails & chat. And is adept with using CRM tools.
• He is also confident in handling different types of customers including irate ones and able to diffuse solutions immediately
• Available to start immediately

• Eric has a total of 15 years of working experience and transitioned to the Digital Marketing space last 2020.
• He has mostly worked within the contact center, digital marketing agencies, and real estate companies. 
• He has a wide scope of experience doing 
  • SEO Content Writing 
  • SEO (on page, off page, and technical) 
  • Social Media Management 
  • Wordpress Management 
  • Social Media Analytics 
• He has done email marketing content and email automation for getting leads. 
• He has also done website audits and checking links to improved ranking from searches. He would check on the totality of the structure which includes the overall user experience.
• One of his biggest achievements is that he was able to drive traffic to his clients website for lead generation that leads to 3 Million Sales Revenue 
• He has used the following tools
  • SemRush
  • Ahrefs 
  • Mailchimp
  • LinkedIN
  • Facebook
  • Grammarly 
  • Canva 
  • WordPress
  • Envato
• He is available to start immediately.

• 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.”
• Methodical, steady, and even-paced

• 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. Eric John 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.

• Jamillah is experienced in both customer service and appointment setting roles
• She worked for a BPO company providing support to customers in the United States
• Answered inquiries from customers regarding their mobile plan as well as assist in billing concerns
• Processed payments, account changes and orders
• She also worked as an email support agent answering inquiries from clients via email
• She also has experience as an appointment setter, contacting potential clients interested to sell their property and schedule them for a meeting with the client
• She is open for part-time positions and is available to start 2-weeks after getting hired

Predictive Index Behavioral Profile - Operator

Strongest Behaviors:

• 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.”
• Methodical, steady, and even-paced; loses productivity when interrupted.

Helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, she will work within those standards to ensure repeated successes and high-quality results. Jamillah Zaara 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 she is responsible for establishing the process, she will do so in a thoughtful, methodical manner, paying close attention to details and time-honored successes. Once established, she’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, Jamillah Zaara will be pleasant, agreeable, and supportive. Derives satisfaction from helping others and likes to feel part of a secure team.

• Ellie honed her skills in accounting and taxation in 20+ years of practice. She is a Certified Public Accountant and holds certifications in QuickBooks and Xero. She had progressive roles in various industries such as banking, real estate, IT, and jewelry. In mid-2016, she decided to run her own accounting and taxation business where she catered to local and some offshore clients. She helps an Australia-based sole trader with their quarterly taxation and bookkeeping needs for more than 5 years now.
• Ellie is an expert in:
  • Financial report preparation
  • Accounting
  • Bookkeeping
  • Payroll
  • GST
  • BAS
  • Quarterly taxation (sole trading)
• She also had the opportunity to supervise a team of 6 accounting staffs back in her employment with a jewelry boutique.
• She is an adept user of Xero, QuickBooks, Microsoft Office Apps (Word, Excel, Outlook), Google Workspace (Spreadsheets, Document), and Slack.
• She can start ASAP and prefers working the day shift in any part-time or full-time position.