Transformation Administrator Analyst & Salesforce Improvements (Pilot Project Team)
Melbourne, Victoria, Australia
Baptcare is a not-for-profit organization that provides residential & community care services for the elderly, children and disadvantaged families. Due to changes within the aged-care sector, Baptcare embodied a customer-centric approach. The Transformation Team were assigned the responsibility of identifying new solutions to develop brand new roles/“ways of working”, and to also pilot a new “Self-Managed Package” product. The pilot project additionally entailed the introduction of the Salesforce platform as an “all-in-one” CRM tool to help reduce manual effort and increase business efficiency. It was the sole responsibility of the *Transformation Administrative Assistant (*new role) to assist with the day-to-day operations of the pilot project, PLUS continuously track, test, and provide feedback on all the new tools and processes being implemented within the pilot project.Responsibilities included:- Successfully created and maintained a temporary CRM and financial management solution tool using Microsoft 365 while Salesforce was being developed by the Technology Transformation Team.- Ensured the new Salesforce platform is an improvement from the legacy platform by mapping out “as is” and “to be” processes and conducting UAT (User Acceptance Testing) of key features for business operations.- Achieved strong partnerships and engagement with various internal stakeholders to ensure smooth interactions and platform transition.- Identified and helped introduce new platform ideas that significantly improved the accuracy of data and also the time/effort involved in the pilot’s administration role and thus, increased efficiency by 300%.- Increased the pilot team’s profit by 20% by developing utilization model and prioritizing technical and functional requirements to support key revenue ideas.- Supported the pilot team in developing various training guides and material – including videos and manuals, in preparation for future scaling/business roll-out.