GlobalityNet Outsourcing and Consulting

BACKGROUND

Please describe your company and position.

I am the Mortgage Loan Officer of Elite Mortgage Pro

Describe what your company does in a single sentence.

I’m a home mortgage loan officer

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire GlobalityNet Outsourcing and Consulting to accomplish?

• Assist with Customer Service
• Back office support

SOLUTION

How did you find GlobalityNet Outsourcing and Consulting?

Referral

Why did you select GlobalityNet Outsourcing and Consulting over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from GlobalityNet Outsourcing and Consulting were assigned to this project?

1 Employee

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

I hired GlobalityNet Outsourcing to provide back office support, answering the phone, following up with my clients and collecting documents.

RESULTS & FEEDBACK

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

Expedited processing times for home loan applications. Facilitated the collection of documents in timely manner. Increased the number of deals closed per month.

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

Tasks were completed on time. My associate was in constant communication with me and keeping me up to date with our client files.

What was your primary form of communication with GlobalityNet Outsourcing and Consulting?

• Virtual Meeting
• Email or Messaging App

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

Strong attention to detail, professional and proactive

Are there any areas for improvement or something GlobalityNet Outsourcing and Consulting could have done differently?

Not really. To be honest, they were on top of things. I was pretty impressed with how they handled tasks and how they communicated.

BACKGROUND

Please describe your company and your position there.

I'm a small business owner of a beauty studio. We provide, semi-permanent makeup, micro-blading, and skin care services

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire GlobalityNet, and what were your goals?

When I first started my business, I was trying to do my own bookkeeping. However, this was not something I enjoyed doing. I struggled at the end of every month trying to log all my income and expenses and reconcile my accounts. I'm not a numbers person and I had 0 experience in bookkeeping but I was able to manage for the first year or so. As my business grew, it became more challenging to find time to keep track of my finances so I started falling behind. I was stressed because I had this task in the back of my mind but my passion is to do makeup and that is all I wanted to focus on. I knew it was time to find a professional to handle this part of my business.

SOLUTION

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

I was referred to GlobalityNet through a friend.

Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used.

We had an introductory call to go over my business model and my needs. They listened to my concerns and gave me great advice and feedback. We went over my books and they did an assessment of what needed to be done. I was very satisfied with their communication and attention to detail as we were putting together a strategy to clean up my books and reconcile my accounts. Their accountants are very knowledgeable and experienced. I receive monthly financial reports.

Describe their billing or cost structure.

For my business, we opted for hourly billing. I was surprised by how affordable their services are.

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

My main point of contact is their Senior Accountant.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the engagement or general feedback about the services?

GlobalityNet was able to clean up my books and reconcile my accounts in a short period of time. I'm using them on monthly basis to keep my books current.

Describe their project management style, including communication tools and timeliness.

After the assessment was done, they were able to match me with an experienced professional to take care of my account. They're always available when I need them and answer my questions within hours.

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

Their staff is exceptionally professional. The level of experience and knowledge they offer exceeded my expectations.

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

The entire process went very smoothly, there was a bit of miscommunication at the beginning stages of the process but I think that's common when you start working with someone new. They quickly resolved this issue by adding weekly calls to go over action items. Now we only have monthly calls just to touch base and get to review my financials.

BACKGROUND

Please describe your company and your position there.

I was the inventory control manager at a consumer goods importing company with two locations; Commerce and San Bernardino.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire GlobalityNet?

Purchasing and warehousing optimization. Streamlining of operations in these departments.

What were your goals for this project?

To collect and then use data collected to determine best practices and KPIs.

SOLUTION

How did you select GlobalityNet?

We felt that their company profile met our needs and then we interviewed and found that in fact they did.

Describe the project in detail.

Globality interviewed the stakeholders and subject matter experts in order to determine which problem areas needed streamlining. This along with data mining led to a development of KPIs, supplier balance scorecards, and SOPs.

What was the team composition?

Purchasing manager, operation manager, order management, warehouse manager, inventory control manager, traffic manager.

RESULTS & FEEDBACK

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

Balance scorecards were used to assess supplier improvements over time. Scorecards also helped in supplier negotiations as well as supplier development. Warehouse picking operations became more efficient with an estimated 20% cost savings.

How effective was the workflow between your team and theirs?

Highly effective. Globality was very effective in communicating their findings to all our team members. Globality did this through very easy to follow presentations.

What did you find most impressive about this company?

Their effectiveness and level of engagement impressed us. They became part of our team in that they cared about our success.

Are there any areas for improvement?

No.