Roles - Revision history

Moha at 19:26, 10 June 2011

2011-06-10T19:26:00Z

Moha at 19:24, 10 June 2011

2011-06-10T19:24:01Z

Moha at 19:21, 10 June 2011

2011-06-10T19:21:34Z

Moha: /* Summary of Roles */

2011-06-10T19:20:25Z

Summary of Roles

High5 at 14:43, 23 September 2009

2009-09-23T14:43:08Z

Marks: Created page with '==Summary of Roles== One way to get to know SME is by various business roles which are taks based upon job functions. In smaller organization individuals perform many roles while...'

2009-08-20T20:09:10Z

Created page with '==Summary of Roles== One way to get to know SME is by various business roles which are taks based upon job functions. In smaller organization individuals perform many roles while...'

New page

==Summary of Roles==
One way to get to know SME is by various business roles which are taks based upon job functions. In smaller organization individuals perform many roles while in larger organizations people tend to focus on a single role. Look through the roles closest to your job function to learn about the various aspects of SME for you.

Some of the roles include the following:

[[Manager Role]]: The manager or owner role focuses on overview the business to make sure everything is on track. To monitor the activities of the employees and processes is critical. Also, following up with customers for customer service or additional sales. This role also includes watching customer payment delays through aging reports.

[[Sales Person Role]]: the sales person role consists of entering and tracking leads, creating proposals, and converting proposals to orders.

Customer Service: This role consists of following up with customers to make sure customers are satisfied or delighted with the product and services provided.

Marketing: The marketing role within SME consists of tracking sales lead sources and progress, doing direct marketing campaigns, performing email campaign, and monitoring customer activity and satisfaction.

Receptionist: This role is to answer incoming calls and enter service orders.

Dispatcher or Dispatch Scheduler

Project Manager: Track projects from proposal to order to invoice.

Order Entry: Order Entry role consists of finding customers, entering new customers, entering new order, and tracking existing orders.

Field Technician: Field technicians perform the service and install orders at the customer site.

Technical Support: The technician support role is similar to the field technician role except that it is mostly doing work in house rather than in the field

Inventory Controller or Manager: This role is for anyone dealing with the management and control of inventory. A service organization needs to closely manage "People and Parts", so your role is to manages the parts which is critical in customer satisfaction (correct and timely delivery) and company cost control .

Purchasing: The purchasing role is for managing the purchasing of parts from vendors and services from subcontractors.

Accounting and Bookkeeping: The accounting or bookkeeping role consists of creating invoices, sending invoices out to customers, entering payments, tracking overdue accounts, and handling the accounting program.

Administrator: Handles initial setup and ongoing maintenance of SME.

Subcontractor Manager or Coordinator: Subcontractor managers coordinate all jobs for subcontractors.

← Older revision		Revision as of 19:26, 10 June 2011
Line 44:		Line 44:


−	[[~~Administrator role~~ Role]]: Handles initial setup and ongoing maintenance of SME.	+	[[Administration and Setup Role]]: Handles initial setup and ongoing maintenance of SME.


−	[[Subcontractor Manager ~~or Coordinator~~ Role]]: Subcontractor managers coordinate all jobs for subcontractors.	+	[[Subcontractor Coordinator or Manager Role]]: Subcontractor managers coordinate all jobs for subcontractors.

@@ Line 3: / Line 3: @@
 Some of the roles include the following:
 [[Manager Role]]: The manager or owner role focuses on overview the business to make sure everything is on track. To monitor the activities of the employees and processes is critical. Also, following up with customers for customer service or additional sales. This role also includes watching customer payment delays through aging reports.
@@ Line 10: / Line 11: @@
-[[Customer Service]]: This role consists of following up with customers to make sure customers are satisfied or delighted with the product and services provided.
+[[Customer Service Role]]: This role consists of following up with customers to make sure customers are satisfied or delighted with the product and services provided.
-[[Marketing]]: The marketing role within SME consists of tracking sales lead sources and progress, doing direct marketing campaigns, performing email campaign, and monitoring customer activity and satisfaction.
+[[Marketing Role]]: The marketing role within SME consists of tracking sales lead sources and progress, doing direct marketing campaigns, performing email campaign, and monitoring customer activity and satisfaction.
-[[Receptionist]]: This role is to answer incoming calls and enter service orders.
+[[Receptionist Role]]: This role is to answer incoming calls and enter service orders.
-[[Dispatcher]] or Dispatch Scheduler :The dispatcher is a critical role for service companies and use of SME.  The dispatcher is in charge of scheduling the technicians and coordinating the next work order for the technicians.
+[[Dispatcher Role]] or Dispatch Scheduler :The dispatcher is a critical role for service companies and use of SME.  The dispatcher is in charge of scheduling the technicians and coordinating the next work order for the technicians.
-[[Project Manager]]: Track projects from proposal to order to invoice.
+[[Project Manager Role]]: Track projects from proposal to order to invoice.
-[[Order Entry]]: Order Entry role consists of finding customers, entering new customers, entering new order, and tracking existing orders.
+[[Order Entry Role]]: Order Entry role consists of finding customers, entering new customers, entering new order, and tracking existing orders.
-[[Field Technician]]: Field technicians perform the service and install orders at the customer site.
+[[Field Technician Role]]: Field technicians perform the service and install orders at the customer site.
@@ Line 34: / Line 35: @@
-[[Inventory Controller or Manager]]: This role is for anyone dealing with the management and control of inventory. A service organization needs to closely manage "People and Parts", so your role is to manages the parts which is critical in customer satisfaction (correct and timely delivery) and company cost control .
+[[Inventory Controller or Manager Role]]: This role is for anyone dealing with the management and control of inventory. A service organization needs to closely manage "People and Parts", so your role is to manages the parts which is critical in customer satisfaction (correct and timely delivery) and company cost control .
-[[Purchasing]]: The purchasing role is for managing the purchasing of parts from vendors and services from subcontractors.
+[[Purchasing Role]]: The purchasing role is for managing the purchasing of parts from vendors and services from subcontractors.
-[[Accounting and Bookkeeping]]: The accounting or bookkeeping role consists of creating invoices, sending invoices out to customers, entering payments, tracking overdue accounts, and handling the accounting program.
+[[Accounting and Bookkeeping Role]]: The accounting or bookkeeping role consists of creating invoices, sending invoices out to customers, entering payments, tracking overdue accounts, and handling the accounting program.
-[[Administrator role]]: Handles initial setup and ongoing maintenance of SME.
+[[Administrator role Role]]: Handles initial setup and ongoing maintenance of SME.
-[[Subcontractor Manager or Coordinator]]: Subcontractor managers coordinate all jobs for subcontractors.
+[[Subcontractor Manager or Coordinator Role]]: Subcontractor managers coordinate all jobs for subcontractors.

← Older revision		Revision as of 19:21, 10 June 2011
Line 43:		Line 43:


−	[[Administrator]]: Handles initial setup and ongoing maintenance of SME.	+	[[Administrator role]]: Handles initial setup and ongoing maintenance of SME.


	[[Subcontractor Manager or Coordinator]]: Subcontractor managers coordinate all jobs for subcontractors.		[[Subcontractor Manager or Coordinator]]: Subcontractor managers coordinate all jobs for subcontractors.

@@ Line 5: / Line 5: @@
 [[Manager Role]]: The manager or owner role focuses on overview the business to make sure everything is on track. To monitor the activities of the employees and processes is critical. Also, following up with customers for customer service or additional sales. This role also includes watching customer payment delays through aging reports.
 [[Sales Person Role]]: the sales person role consists of entering and tracking leads, creating proposals, and converting proposals to orders.
 [[Customer Service]]: This role consists of following up with customers to make sure customers are satisfied or delighted with the product and services provided.
 [[Marketing]]: The marketing role within SME consists of tracking sales lead sources and progress, doing direct marketing campaigns, performing email campaign, and monitoring customer activity and satisfaction.
 [[Receptionist]]: This role is to answer incoming calls and enter service orders.
-[[Dispatcher or Dispatch Scheduler]]
 [[Project Manager]]: Track projects from proposal to order to invoice.
 [[Order Entry]]: Order Entry role consists of finding customers, entering new customers, entering new order, and tracking existing orders.
 [[Field Technician]]: Field technicians perform the service and install orders at the customer site.
 [[Technical Support]]: The technician support role is similar to the field technician role except that it is mostly doing work in house rather than in the field
 [[Inventory Controller or Manager]]: This role is for anyone dealing with the management and control of inventory. A service organization needs to closely manage "People and Parts", so your role is to manages the parts which is critical in customer satisfaction (correct and timely delivery) and company cost control .
 [[Purchasing]]: The purchasing role is for managing the purchasing of parts from vendors and services from subcontractors.
 [[Accounting and Bookkeeping]]: The accounting or bookkeeping role consists of creating invoices, sending invoices out to customers, entering payments, tracking overdue accounts, and handling the accounting program.
 [[Administrator]]: Handles initial setup and ongoing maintenance of SME.
 [[Subcontractor Manager or Coordinator]]: Subcontractor managers coordinate all jobs for subcontractors.