Australis Solar

 

Projects: Programming of a client relationship management database; Set up and management of office operation

Date: Jan 2011 – ongoing

Technology Deployed: FileMaker Pro, Word, Excel, Outlook, NearMaps, Apple Mac

Detailed Tasks:

  • Developed, programmed and designed specific client relationship management database in FileMaker Pro
    Features include:
    • Contacts Module
    • Outgoing Correspondence Module (letters and html emails from within FileMaker Pro)
    • Solar System Module
    • Detailed Solar System Performance and Payback Period Calculations
    • Graphical display of Solar System Performance and Payback Period in letters
    • Client Invoicing Module
    • Reports Module
  • Administering of daily office operation
  • Training and supervising office and sales staff
  • Developing further functions for client database to include new business streams
  • Assisting Managing Director with daily management and ad-hoc projects
  • Identifying, developing, reviewing and documenting workflow processes with flexible business operation
  • Management, controlling and regular maintenance of IT and telephone systems
  • Introduced learning process for all staff on business operation
  • Structural designed office
  • Set up of financial management system directed to effective manage cash flow