Remote Team Solutions

BACKGROUND

Please describe your company and your position there.

I am the CEO of Latchel, a B2B software company that helps U.S. property management companies run more efficient maintenance operations.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Remote Team Solutions?

Our company is growing rapidly and RTS has helped us build recruiting channels and hiring processes to grow our remote staff in Mexico. Our team size has 4x'd in less than a year.

SOLUTION

How did you select this firm and what were the deciding factors?

RTS has strong recruiting processes for sourcing and delivering talent to our managers. They staff and cover multiple different roles within our company and deliver candidates with high conversion rates to hire and success inside of Latchel.

Describe the project in detail and walk through their service package.

They set up recruiting pipelines, JDs, and job boards for attracting talent in Mexico. They run the initial screening and testing of candidates before passing them to our internal interview team. Candidates arrive highly prepared and qualified for an interview with us.

How many resources from the vendor's team worked with you, and what were their positions?

We have a central point of contact, and then have supporting team members when needed. Their team is incredibly responsive and I've even had facetime with their CEO ass we've grown the relationship.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

We hire at least 2-3 candidates per month through RTS's efforts and these candidates have higher retention and success rates at Latchel than those candidates coming from other channels.

How effective was the workflow between your team and theirs?

Very seamless. We primarily work via email and slack and their communication is fully integrated with our existing hiring processes.

What did you find most impressive or unique about this company?

They dived deep to understand our culture, candidate requirements, and the candidate profiles most likely to succeed. They continue to work with us to perfect our recruiting process.

Are there any areas for improvement or something they could have done differently?

We will continue working with RTS in an ongoing basis. As our company matures we will likely expand our recruiting to other roles including technology and engineering, however, this has been out of scope for now.

BACKGROUND

Please describe your company and your position there.

I am an immigration attorney with a small law office in the San Francisco Bay Area, California. My caseload includes mainly removal defense, family petitions, and appeals.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Remote Team Solutions?

I hired an executive assistant through Remote Team Solutions.

What were your goals for this project?

An assistant to help with and organize information related to client relations management, legal case work, and translations.

SOLUTION

How did you select Remote Team Solutions?

As my business started growing, I began looking for assistants. I had very specific requirements given my clientele. The assistant needed to be bilingual. Further, the assistant needed to be able to connect and talk to people over the telephone.

Given my work schedule in addition to COVID-19, I was looking for remote assistant options. Looking for an assistant in Mexico seemed logical. I selected Remote Team Solutions because of primarily the high quality of executive assistants.

The work environment within Remote Team Solutions seems collegial and pleasant and it has been a pleasure to work with them. The customer service has also been top notch.

Describe the project in detail.

The executive assistant receives all inbound phone calls. She conducts intakes, and organizes and manages existing client relations. She helps with calendering client meetings, court dates, and legal work deadlines. She takes client declarations, does translations, and helps clients fill out immigration forms.

What was the team composition?

It is only me and the executive assistant.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

My office is much more organized than it was before the executive assistant began with me. My client relations management is much more professional and organized. She has helped transfer a huge stress from me, allowing me to focus on the legal work I was hired by the clients to do.

How effective was the workflow between your team and theirs?

The executive assistant and Remote Team Solutions have had excellent, reasonable, and competent communication throughout the entire process.

What did you find most impressive about this company?

The high quality of executive assistants.

Are there any areas for improvement?

Although I understand the value of constructive criticism, I honestly have no complaints or thoughts of improvement. Pedro seems to have everything well thought out and under control.

BACKGROUND

Please describe your company and your position there.

We are an IT company that offers clients offshore IT resources for ERP implementation projects.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Remote Team Solutions?

We needed help with a personal assistant that could help us coordinating meetings with clients, resources and provide assistance with management activities. We initiated with personal assistance but we are currently working with Remote Team Solutions to extend their services to HR.

What were your goals for this engagement?

We were looking for professional services at a lower cost.

SOLUTION

How did you select Remote Team Solutions?

We looked at different companies but Remote Team Solutions offered the lower cost and was able to get great referrals. Most of other firms were at different time zones, we were looking for a firm that would be able to work at the same time zone as our clients.

Describe the engagement in detail.

They send us multiple resumes for the position, after selecting the ones we were more interested on we moved to the interviews on the phone.

We had two rounds of interviews after selecting the final candidate, all candidates seems to be really good which made it hard to select the final one but it also gave us more confidence of the capabilities of Remote Team Solutions.

What was the team composition?

Initially I had a conversation with the CEO and assigned a account lead that provided the guidance during the entire process.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

Our assistant has great communication skills which have facilitated our communication and coordination with our clients. She also helps us with our onboarding activities for new resources and any activities with our offshore team giving us more time to focus on our projects.

How effective was the workflow between your team and theirs?

Communication was always effective and all activities delivered on time. We initiated with 2 meetings per week and some additional follow ups. We currently have a meeting a month to review resource performance and any potential resources for our projects.

What did you find most impressive about this vendor?

I was particularly impressed with the great variety of resumes and profiles that were presented to us and the way all the process was executed which made it really easy and fast to find the right resource. The cost was definitely a factor that made us select this vendor.

Are there any areas for improvement?

We have been with Remote Team Solutions just for a few months, but so far, everything has been great.

BACKGROUND

Introduce your business and what you do there.

I am the CEO of a winery.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Remote Team Solutions?

We were looking to grow our organization and see the brand grow to fruition. We needed to create a website that matched our branding and company identity.

SOLUTION

What was the scope of their involvement?

Remote Team Solutions developed our website and provided marketing services. Their team assisted with our brand identity. The team coded our e-commerce shop, which then links to WineDirect, a wine warehouse and inventory software. They ensured reliable shipping tracking was in place for both our internal team and our customers since wine is a perishable item. 

The Remote Team Solutions also created an app, which is essentially a miniature version of the website. The app allows users to track shipments, ask questions to our sommelier or winemaker, and allow for virtual tastings. Their team also helped us register our name and brand and create promotional videos. We are currently in the process of trademarking our brand and capturing photos for the website.

What is the team composition?

I currently work with four members of their team, including one developer, two marketing specialists, and a video specialist. I usually interface directly with Pedro (Founder & CEO) who connects me to the other four. 

How did you come to work with Remote Team Solutions?

I knew of Pedro and Remote Team Solutions’ work. I knew by having a remote team I would get better documentation and a better product for a more reasonable price.

How much have you invested with them?

I have invested $27,000 so far.

What is the status of this engagement?

Our ongoing engagement began in July 2020.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

I am extremely satisfied so far. Remote Team Solutions is the one who pointed out to us that we didn’t have a trademark. They let me know that they could handle that for me and made a case for why it’s best to be prepared by having one. That demonstrated to me the extent to which they’re willing to look out for their customers.

How did Remote Team Solutions perform from a project management standpoint?

Their project management has been great. Despite the language barrier, they perform amazingly. While I speak Spanish, there are some specific words for items in the wine world that didn’t translate, but it’s never been an issue. I also appreciated that they created compartments for the project, so there were certain team members assigned to certain tasks instead of one person doing everything. We track our progress through Microsoft teams.

What did you find most impressive about them?

While we’ve been working with them for a short time, I’ve seen more results in 6 months than in the past 3 years. They performed well across the board.

Are there any areas they could improve?

No, everything has been perfect so far. Communication was a bit slow at the beginning, but I think that’s normal at the beginning of a project.

Do you have any advice for potential customers?

Rely on Pedro. He is the easiest way to communicate with the rest of their team. 

BACKGROUND

Introduce your business and what you do there.                 

I’m the owner of Asset Services, Inc. We foreclose on distressed properties for banks.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Remote Team Solutions?

We have a lot of data processing needs, since we service over 50,000 properties per year.

There’s information that needs to be transcribed to the banks once we complete our job, and the HR portion was a nightmare. We needed to outsource those tasks to improve our efficiency.

SOLUTION

What was the scope of their involvement?

Initially, they provided data processing and data entry. When we service a property, we have to shore up a property condition report. There’s also a lot of photo documentation that needs to take place and those pieces need to be collected and sent to the client.

After showing competence with data entry, they were assigned to update the website, revise services performed, provide invoices, and bids on services as needed at the properties.

Eventually, we built out a bid team that provides all bids based on US cost standards and estimates.

Finally, we added a full invoicing team to complete 80-90 percent of our invoices. With 48,000-50,000 invoices a year, they need to be accurate and completed on time. They took over that portion seamlessly, and we haven’t had any major hiccups since.

What is the team composition?

My main point of contact is Maritza (Director, Remote Team Solutions), and there are three managers under her.

In terms of employees, we started out with one person, and now we have a team of 31 workers.

By the end of the year, we’ll add 10 more staff members with a separate office to manage a whole different portion of our business.

How did you come to work with Remote Team Solutions?

One of my clients connected me to the owner of Remote Team Solutions. I was hesitant at first, but I decided to give it a try. We started talking, and began working together from there.

How much have you invested with them?

Last year, we invested approximately $360,000. Our investment varies since we’re constantly scaling up our staffing needs. Next year, we expect to invest $450,000–$500,000.

What is the status of this engagement?

We began working together in October 2013, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

Overall, my H.R. cost has been cut in half, since I don’t have to deal with the office cost, the HR portion, and federal taxes. It’s minimized my internal costs, because my accounting team has been downsized. I don’t deal personally with day-to-day operational matters anymore either, and I only really reach out when we need more staff members. I have confidence in their ability to sustain our growth. Additionally, I’m able to pay my internal workers in the field significantly higher because my cost savings have been higher.

How did Remote Team Solutions perform from a project management standpoint?

Their system is much better than what I had previously and there’s been very few issues. When we do miss a milestone, it makes no difference to me, since I’ve managed so many projects over the years, and I'm used to it. The team always hits their numbers and they’re up to par, if not better, with the company’s past performance.                                                                                                            

What did you find most impressive about them?

Their overall performance is much better than other companies I’ve worked with. We’ve built a solid business relationship and their work ethic is phenomenal. Whenever I offer them days off, when things are slow around the holidays, they always opt to work instead. I’ve never paid an overtime bill, even though I should have. It’s part of the “whole package” service I opted for; when I need something completed, it’s always finished by the deadline.

Are there any areas they could improve?

No, not really. Sometimes we have a few discrepancies in measurements since they’re working on the metric system, but they’re usually fixed immediately.

Do you have any advice for potential customers?

My advice is to be detailed with expectations, to prevent issues. Communication is always key.

BACKGROUND

Please describe your company and position.

I am the Processing Manager of Texas Specialty Underwriters Inc

Describe what your company does in a single sentence.

Managing General Agent

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Remote Team Solutions to accomplish?

• ISSUE POLICIES

SOLUTION

How did you find Remote Team Solutions?

Referral

Why did you select Remote Team Solutions over others?

• Good value for cost
• Referred to me

How many teammates from Remote Team Solutions were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Our team receives request to issue policies and gets them out in a timely manner from different websites.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We are getting policies out even faster with the quailty we are looking for.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes. They are still learning.

What was your primary form of communication with Remote Team Solutions?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

We get to manage our team, from hiring to the daily task. They are just there making sure our needs are met.

Are there any areas for improvement or something Remote Team Solutions could have done differently?

Not that I can tell at the moment. Remote Team Solutions has everything together.

BACKGROUND

Please describe your company and position.

I am the Founder of Dolghih Law Group

Describe what your company does in a single sentence.

law firm

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Remote Team Solutions to accomplish?

• Virtual assistant

SOLUTION

How did you find Remote Team Solutions?

Online Search

Why did you select Remote Team Solutions over others?

call with the owner

How many teammates from Remote Team Solutions were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

I needed a virtual assistant and they provided an excellent one.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The assistant accomplishes all the tasks I give her. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes, they delivered the project on time.

What was your primary form of communication with Remote Team Solutions?

Email or Messaging App

What did you find most impressive or unique about this company?

Quality of the work.

Are there any areas for improvement or something Remote Team Solutions could have done differently?

No

BACKGROUND

Please describe your company and position.

 I am the CTO of a software company 

Describe what your company does in a single sentence.

We develop cost-effective solutions for highly scalable Hyperscale Datastores for datasets in the Terabyte to Exabyte or greater scale.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Remote Team Solutions to accomplish?

• Fill critical, highly technical position

SOLUTION

How did you find Remote Team Solutions?

Online Search

Why did you select Remote Team Solutions over others?

• Great culture fit
• Good value for cost

Describe the scope of work in detail. Please include a summary of key deliverables.

Confidential

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Confidential

Describe their project management. Did they deliver items on time? How did they respond to your needs?

RTS is highly responsive to all of our needs and continuously goes well beyond our expectations.

What was your primary form of communication with Remote Team Solutions?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They took the time to understand our needs entirely and did far more than just a keyword search selection of candidates.

Are there any areas for improvement or something Remote Team Solutions could have done differently?

We are delighted with RTS's services.

BACKGROUND

Please describe your company and position.

I am the Head of Compliance of LHi Group Ltd

Describe what your company does in a single sentence.

Recruitment/Staffing

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Remote Team Solutions to accomplish?

• Hire a team member who had the skills and to fit into the team
• To work with a company that could employ people compliantly in Mexico

SOLUTION

How did you find Remote Team Solutions?

• My boss found them via his network

Why did you select Remote Team Solutions over others?

• Referred to me

How many teammates from Remote Team Solutions were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We needed to find a company that could not only source candidates to work remotely in Mexico but would also payroll them for us compliantly in Mexico given we do not have a Mexican entity. We provided them with a job spec and we had a kick of meeting to scope out our requirements. within a month or so we had our hire.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We have our hire and she fits in perfectly

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They were timely, communicative and professional

What was your primary form of communication with Remote Team Solutions?

• Virtual Meeting

What did you find most impressive or unique about this company?

The quality of the kick off meeting

Are there any areas for improvement or something Remote Team Solutions could have done differently?

No

BACKGROUND

Please describe your company and position.

I am the CEO of Media Company

Describe what your company does in a single sentence.

Media Company

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Remote Team Solutions to accomplish?

• Extend my staffing

SOLUTION

How did you find Remote Team Solutions?

Online Search

Why did you select Remote Team Solutions over others?

High ratings

How many teammates from Remote Team Solutions were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Provided Design staff

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Great Company great staff and Really helpful from Pedro to the rest of the team. They go above and beyond i highly recommend them

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Very responsive and really helpful

What was your primary form of communication with Remote Team Solutions?

Virtual Meeting

What did you find most impressive or unique about this company?

They go above and beyond to make you happy.

Are there any areas for improvement or something Remote Team Solutions could have done differently?

No