EMR CPR Orientation Course

EMR CPR Overview

Leader in Global Systems and Technology, Operations and Business Solutions.

More than 500+ employees worldwide, with local knowledge of Enterprise IT services in 13 local languages.

AAA Rating – and proud member of Business Consumer Alliance.

More than 1,000+ Clients in 40+ industries enabling Global perspectives on strategic initiatives.

Services in 15+ Countries. Our network extends to North America-Europe Middle East-Africa (EMEA) and Asia Pacific (APAC).

DBE Certified – disadvantaged business enterprise certified.

Enterprise IT

EMR CPR helps formulate your enterprise IT strategic initiatives as an investment of resources dedicated to accomplishing your organizational objectives either from an expansion in revenue or a reduction in your operational expenses. Our cloud practice provides best-of-breed solutions with world class IaaS, PaaS organizations such as Oracle, DELLEMC, AWS, Microsoft Azure and GCP for scalable, elastic & cost-effective global solutions.

https://emrcpr.com/about-us/

Team Structure – Main Roles, Responsibilities, Accounts

 

Agenda 

  • Team Structure
  • Non – Strategic Account R&R
  • Strategic Account R&R
  • Account List
  • PC R&R
  • HR/ Finance R&R

Operations Team – David Ohara (COO) , Luis Vega (Director, Ops), Project Managers , Project Coordinator , Recruiter , Project Leads

Sales Team – Edward Ohara (CEO) , Alex Kaminski (CSO) , Nahal Elie (Account Manager)

HR/Finance Team –  Nora Ohara (HR/Finanace) , HR/Finance AA

 

Non – Strategic Accounts Only – Roles & Responsibilities

Project Manager

  • Drive Project to 2.0+ Markup
  • POC of project activity only
  • Manage Scope
  • Manage Schedule
  • Manage Budget
  • Manage Quality Assurance
  • Monitor & Control Project activity onsite
  • Generate daily client email reports (can use PL’s to support)
  • Update projects to completed in Thanos
  • Sunset / Weekly reviews with PL’s
  • Invoice Approval
  • Does Quotes and uploads in Thanos for < $50k
  • Change of Scope / Order < $50k

CSO

  • Drive client satisfaction / customer experience based on services rather than projects
  • Main POC
  • Does Quotes and uploads in Thanos for > $50k
  • PM still does all project related activity
  • Create Opportunities in Thanos for > $50k
  • Change of Scope / Order > $50k
  • Account Meetings (weekly)

Strategic Accounts Only – Roles & Responsibilities

Project Manager

  • Drive Project to 2.0+ Markup
  • POC of project activity only
  • Manage Scope
  • Manage Schedule
  • Manage Budget
  • Manage Quality Assurance
  • Monitor & Control Project activity onsite
  • Generate daily client email reports (can use PL’s to support)
  • Update projects to completed in Thanos
  • Sunset / Weekly reviews with PL’s

Account Manager

  • Strategic Accounts Only
  • Drive client satisfaction / customer experience based on services rather than projects
  • Main POC
  • Does Quotes and uploads in Thanos
  • Invoice Approval
  • PM still does all project related activity
  • Create Opportunities in Thanos
  • Change of Scope / Order
  • Performance Employee Reviews
  • QBR’S
  • Account Meetings (weekly)

Operations – Project Coordinator Support – Roles & Responsibilities

Project Coordinator

  •  Staffing Internal Employees
  • Manage Inventory
  • MVP Nominations
  • Third Party Staffing
  • Travel
  • Move Signage
  • Orientation for New Hires
  • Training for New Hires
  • Broadcast job openings to tech pool

Recruiter

  • Place job postings
  • Formatting Resumes
  • Updating Galactus

HR and Finance – Roles & Responsibilities

HR / Finance

  • Invoices in QBO
  • Process Payroll
  • Process Account Payable
  • Process Account Receivable
  • Document HR items
  • Enter New Hire’s into QBO
  • Coordinate all Taxes / End of year finances / Census
  • CPA (Certified Public Accountant)
  • Insurance requirements
  • COI’s

Administrative Assistant

  • PO Logs
  • Invoices in Thanos
  • Expenses in Thanos
  • Vendor PO’s
  • New Hire paperwork and Updates
  • Vendor Invoice discrepancies
  • Vendor on boarding

Quick Overview:

 

Our company EMR CPR is an established provider of IT services and solutions.  We are known in the industry as a “one-stop shop” for any IT requirement.  Originally from the Silicon Valley/Bay Area we offer a broad range of IT services and solutions domestically as well as globally, some of these services include:

 

  • Relocations (including physical moves) for data centers, campus moves, IT disconnect/reconnect, new equipment deployment etc…
  • Design, construction, support and maintenance of data center and A/V infrastructure
  • Managed services for help desks, Call Centers and Data Centers
  • Low voltage cabling (data cabling)
  • Video-centric surveillance solutions
  • Audio-visual infrastructure planning, design and installation