
Xero Certified Advisor Projects
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Executive Project Management
Project Title: Executive Project Management: “Operation Digital Foundations” (UK Outsourcing Hub Setup) Deliverables - Centralized Asset & IP Register. - Secured Access Management System (Password Vault + MFA). - Client Delivery Hub (Notion Dashboard). - Service SOP Library ("The Bible"). - Certification Lab (Staff Training & Validation Framework). Cloud Practice PH is seeking a seasoned Executive Project Manager to lead Operation Digital Foundations. This is a 20-hour specialised project to build the structural, technical, and compliance framework for our UK-facing data export centre. We are not a startup; we are a professional outsourcing service delivery hub. Your mission is to centralise our assets, secure our IP, and restructure our operational processes into a high-performance "Service Delivery" engine. Scope of Work & Key Sections 1. Asset, IP, and Goodwill Protection - Asset Audit: Identify and catalog all digital assets including domains, trademarks, and proprietary methodologies. - IP Security: Establish protocols to ensure all work produced within the centre remains the sole property of the firm. - Goodwill Preservation: Formalize communication standards to protect and grow the firm's reputation with UK-based HQ and end-clients. 2. Software Infrastructure & Access Management - Production Stack Setup: Centralize management for core tools such as Xero (Ledger), Dext (Intake), Notion (Knowledge), and Zoom Phone (Communication). - Security Deployment: Implement a "Least Privilege" access model and set up centralized password vaults (e.g., LastPass/1Password) with mandatory MFA for all staff. - User Provisioning: Develop a standardized "Onboarding/Offboarding" checklist for user access to prevent data leakage. 3. Process Restructuring (The Service SOPs) - Production Mapping: Convert existing "tasks" into a structured Client Delivery Hub. - The "Bible" (Service SOPs): Restructure technical manuals into step-by-step Standard Operating Procedures (SOPs) to ensure 99.8% accuracy. - Quality Loop: Define the "Quality & Accuracy Audit" workflow to catch errors before escalation to UK HQ. 4. The Certification Lab (Training Framework) - Validation System: Build a "Certification Lab" in Notion where associates test and validate skills using "Sandbox" data before accessing live UK client folders. - Reward Mapping: Link progress in the Lab to the "Progress Rewards" incentive program. Executive Activities (Work Breakdown - 20 Hours Total) - Phase 1: Infrastructure audit to map current assets, software licenses, and IP vulnerabilities (4 hrs). - Phase 2: Access & security deployment, including setting up the vault, MFA, and user access protocols (6 hrs). - Phase 3: SOP & workflow restructuring, converting data/notes into the Service SOP library and Client Delivery Hub (6 hrs). - Phase 4: Handover & management briefing to train the local team lead on new systems and quality audit protocols (4 hrs). Required Expertise - Executive Operations: Experience in setting up offshore Service Delivery Centers (BPO/Outsourcing). - Technical Literacy: Expert-level knowledge of Notion (Databases/Relations), Xero, and Dext. - Compliance Mindset: Deep understanding of UK GDPR and data privacy standards. - Process Engineering: Ability to transform complex technical tasks into simple, repeatable SOPs for junior staff. Deliverables - Centralized Asset & IP Register. - Secured Access Management System (Password Vault + MFA). - Client Delivery Hub (Notion Dashboard). - Service SOP Library ("The Bible"). - Certification Lab (Staff Training & Validation Framework).
17 days ago16 proposalsRemoteNeed a sales pro experienced in selling systems to hospitality
Food-ordering.com provides a flexible, scalable ordering system for hospitality businesses and the hospitality arm of organisations. This includes restaurants and takeaways, as well as hotels, theatres, stadiums, exhibitions, events, food trucks, company food halls, and multi-site venues. The system is designed to operate across diverse environments — from permanent hospitality venues to temporary events — without dependency on specific hardware, languages, or marketplaces. I am seeking sales professionals to introduce suitable clients to the system or incorporate it within their own service offering. This opportunity is best suited to partners with an existing network or a clear, realistic plan to reach decision-makers within relevant organisations. WHY PARTNERS WORK WITH THIS SYSTEM Strong and ongoing demand across hospitality, events, and venue-based operations. A clear, tangible value proposition that is easy to explain to clients. Short sales cycles with operational decision-makers. Suitable for both one-off introductions and long-term client relationships. SYSTEM OVERVIEW Supports multiple deployment models and operating environments. Branded online ordering for web and mobile. On-site self-service ordering via kiosks. Multi-language support - Works in any country Suitable for single-site and multi-location operations. Hardware-agnostic deployment. Configurable for permanent venues and temporary or event-based use. Designed to support direct ordering and operational efficiency. The system is designed to operate across diverse environments — from permanent hospitality venues to temporary events — without dependency on specific hardware, languages, or third-party marketplaces. All onboarding, configuration, hosting, and ongoing system support are handled by us. COMMERCIAL STRUCTURE Partner remuneration can be structured in several ways, depending on preference, involvement, and scale. Percentage-based ongoing revenue share per active client (30%). Fixed fee per successful signup (£800). Monthly retainer-style arrangements. White-label or mark-up models. Combination structures for higher-volume partners. Terms are agreed on a partner-by-partner basis. SALES INVOLVEMENT & DELIVERY Partners may choose to make introductions only, co-handle discussions, or manage the commercial relationship directly. The preferred approach is agreed in advance. No technical delivery, onboarding, or ongoing system support is required from partners. IDEAL PARTNER PROFILE Sales professionals and commercial advisors. Consultants and agencies serving hospitality, events, or venue-based clients. Graphic designers producing menus, signage, or printed materials for hospitality. Web designers, developers, and mobile app developers. Accountants, business advisors, and technology providers. Individuals or organisations with direct access to relevant decision-makers. SCOPE & EXPECTATIONS Global deployment. The system can be used in any country. Professional communication and reliable engagement. Clear positioning and realistic expectations. This is an ongoing commercial relationship, not a one-off referral arrangement. PROPOSAL REQUIREMENTS Please include your background and relevant experience. How you would introduce or position the system. The types of clients or venues you currently work with. Your location. NEXT STEPS Suitable partners are welcome to request a short introductory call to discuss the system, commercial structures, and overall fit in more detail. LONG-TERM PARTNERSHIP This is a long-term commercial partnership opportunity designed to generate recurring value for both parties through sustained client introductions and system adoption.
23 days ago15 proposalsRemote