Creation of the process and work regulations for the Digital Agency
We are looking for a specialist who can help optimize the work processes of our company. Tasks:
Analysis and adjustment of existing processes
- Check the processes that have already been partially documented.
- If necessary, supplement or redesign.
Creation of clear regulations
- Develop regulations for each work process: from interaction with the client to project completion.
Setting technical tasks
- Prepare a detailed technical task for the PlanFix developers, taking into account all stages of interaction with the client.
Expected result:
Creation of a full-fledged work system in PlanFix that covers all stages of interaction with the client: from sales to continuation of cooperation or project completion.
Requirements for the candidate:
- Experience in creating or adjusting business processes.
- Understanding of the specifics of CRM systems (in particular, PlanFix).
- Ability to write technical tasks for developers.
Please write if you have relevant experience and are ready to take on this project!
The budget for the work will be discussed separately with each candidate.
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267 Hello! I can complete your task. I have been working as a project manager and COO with sales departments for over 7 years. I can build all processes from scratch, digitize them, and implement them into work. Write to me, we can negotiate.
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338 Good day. We specialize in describing, developing, and optimizing business processes and creating technical specifications for the implementation of CRM systems. We identify growth areas and gaps in existing processes and optimize them. We can also be helpful in writing regulations and job descriptions for employees. I suggest holding an online meeting for detailed discussion. We are located in Dnipro.
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842 2 0 Anton, good day!
I am glad to respond to your request and ready to take on the project!
My name is Rostyslav, I am a representative of Zrobleno Solutions and we specialize in the implementation and optimization of CRM systems, as well as in the development of business processes to improve the efficiency of companies.
Our team has experience in implementing and configuring CRM/ERP systems (specifically, Planfix, Odoo, Zoho, KeyCRM), we have repeatedly engaged in analyzing, correcting existing processes, and creating new regulations. Our approach includes a deep understanding of the client's business specifics and creating technical tasks tailored to specific needs.
Our experience that meets your requirements:
…
1. Business process analysis: we conducted audits of existing processes to identify weaknesses and optimization points.
2. Development of regulations: we created clear instructions for employees covering all stages of interaction with clients, from sales to project completion.
3. Setting technical tasks: we prepared technical specifications for CRM system developers, taking into account the peculiarities of each business process. (I will send examples in private)
4. Working with CRM Planfix: familiar with the functionality of this system, including automation setup, creating custom fields, and integrations.
Regarding specific cases:
https://freelancehunt.com/showcase/work/vprovadzhennya-planfix/1889859.html (one of the latest projects on Planfix)
Here is the complete portfolio:
Freelancehunt
I propose the following format of cooperation:
1. Audit of current business processes (survey or conducting an online meeting to identify needs and areas that require optimization)
2. Issuing a preliminary estimate, which will give you an idea of the lower/upper limit of the project cost.
3. Formation of the Technical Task and BPMN model (if necessary).
4. Formation of the final Commercial Proposal (with a description of the system functionality, budget, and duration of execution).
5. Agreement on cooperation, signing the contract, and starting work.
I suggest moving to private messages to continue communication regarding your project.
I will be happy to cooperate!
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