Collection of tasks planned for this year
Jodi – initial stages of workflow systemisation for automation – developing a pipeline and infrastructure for deployment of automation systems. First steps result: A working step by step process for deploy automated systems. Second step: replacing existing manual and partially automated systems previous handled by Mulesoft. Third step: full examination of remaining systems.
Investigate DC setup to consider what services are still required and whether it would be more financially beneficial to outsource the remaining services.
continue developing and implementing credit policy designed features.
investigate product features to look for any we can exploit to improve our customer services.
automated linking of account creation and data between the systems to reduce data entry requirements.
develop system to collect customer ratings and feedback, and act upon results.
automated reconciliation of direct credit customer payment records from BNZ or Xero.
develop web tool and processes to support electronic direct debit registration in line with the banks regulations.
automate DD file processing and payment record creation in CRM, end to end, with a central reporting web-based tool. Reconcile to Xero, and reverse failed payments
complete competitor review and feed back in for product development
When NZ storage for backup is migrated, reduce DC size by 1 half rack
linkage between CRM and RMM for management of customer device incidents
Develop a Sales reporting dashboard to look at overall company performance and change over time. Consult with key persons to decide on useful measures and how to present reporting.
Consolidate content from minor sites into main site. Targeted at Sales and Delivery.
Jodi – investigating and planning for modernising network control infrastructure, replacing hardware controls with software controls.
design a new ordering and billing process with automated billing and likely links to Xero records.
compare wholesale products developed to market to decide if we should re-enter markets as a wholesaler solutions provider.