Formation Technology is a Melbourne-based software company specializing in CRM solutions for worker entitlement schemes. Formation CRM, streamlines complex processes like compliance tracking, financial management, and worker entitlements.
Joined Formation Technology during a critical period when the CRM platform required a major update. Successfully led the transition for three major clients to the latest CRM version, incorporating a new set of requirements to meet their evolving business needs.
- Managed relationships with 4+ clients, ensuring product support and adherence to complex business rules
- Maintained strong client communication via Helpdesk, emails, phone calls, and MS Teams meetings
- Investigated root-cause issues using SQL queries, reducing resolution time by 30%
- Resolved 40+ tickets/month, achieving high first-resolution accuracy
- Partnered with product teams to align new features with client needs and workflows
- Authored 100+ issue reports, enabling efficient solutions delivery
- Executed test scripts and identified 30+ defects across product releases
- Contributed to UAT and created automation test requirements for over 200 scenarios
- Implemented Kanban boards, improving task prioritization and completion rates by 20%
- Maintained a centralized knowledge base, reducing onboarding time by 25%
- Optimized workflows with CRM platforms and SaaS tools, improving efficiency by 15%
- Leveraged knowledge of superannuation and payroll systems to deliver tailored solutions
- Documented system updates in release notes and conducted UAT and post-deployment smoke tests
- Provided hypercare support, ensuring smooth transitions for clients
- Led a high-priority client transition to a new CRM SaaS version, from requirement gathering to release management
- Played a key role in a system migration project, ensuring zero downtime and seamless client experience