Business Systems & Automation Specialist (Project-based)

REMOTE STAFF, INC.; Philippines; Remote; PHP 207,000 - 482,000; Full time

Job summary

Remote Staff, Inc. seeks a project-based Business Systems & Automation Specialist to assess current software setups, identify data loss or double-handling, and propose practical automations—or AI where it saves time and cuts costly mistakes.

The role targets enhancing workflows across Simpro, Microvellum, CabinetryOnline, Xero, and Microsoft 365 environments, with emphasis on data integrity and scalable improvements. Remote, project-based engagement.

Qualifications

• Ideally experience reviewing and optimizing operational systems for manufacturing, construction, trade, or design businesses.

Responsibilities

• Review how jobs flow through current tools: Simpro, Microvellum, CabinetryOnline, Xero, Microsoft 365/SharePoint/Power Automate, spreadsheets and email.
• Eliminate duplicate data entry between emails, plans and job cards.
• Prevent specification mismatches before purchasing or cutting begins.
• Improve file management so teams work from the latest version.
• Clear the backlog of stalled system improvements.
• Recommend low-maintenance solutions using standard automations or AI where valuable.
• Build and test 1–2 approved fixes with clear instructions.

Skills

Operational review

Process automation

Data integrity

Cross-functional collaboration

AI awareness

Tools

Simpro

Microvellum

CabinetryOnline

Xero

Microsoft 365

SharePoint

Power Automate

Job description

Status: Project-based

Why choose Remote Staff?

• 100% Work from Home. No office-based setups. Manage your time efficiently and enjoy work-life balance.
• 15+ years in the remote work industry. We’ve helped more than 8K Filipinos establish virtual careers with international clients since 2007.
• Competitive and negotiable compensation (depending on skill level & experience)

Reminders:

• Applying to Remote Staff is 100% FREE
• Processing your application is 100% FREE
• We will NEVER ask for placement fees, bank details, GCcash accounts,

ROLE OVERVIEW

The client is looking for a project-based Business Systems & Automation Specialist to review existing software setups, pinpoint where data gets lost or double-handled, and recommend practical automations—or AI where it makes sense to save time and cut down on costly mistakes.

RESPONSIBILITIES

• Review how jobs flow through current tools: Simpro, Microvellum, CabinetryOnline, Xero, Microsoft 365 (SharePoint/OneDrive), spreadsheets, and email.

• Tackle key friction points:

  • Eliminating duplicate data entry between emails, plans, and job cards.

  • Preventing specification mismatches (materials, colors, sheet sizes, quantities) before purchasing or cutting begins.

  • Improving file management so teams always work from the latest version.

  • Clearing the backlog of stalled system improvements.

• Recommend sensible, low-maintenance solutions—using standard automations, process tweaks, or AI only where it genuinely adds value.

• Build, test, and hand over 1–2 approved fixes with clear, simple instructions.

KEY QUALIFICATIONS

• Proven experience reviewing, integrating, and optimizing operational systems ideally for manufacturing, construction, trade, or design businesses.

• Experience with or strong adaptability to systems like Simpro, Microvellum,CabinetryOnline, Xero, and Microsoft 365 / SharePoint / Power Automate.

• Hands‑on ability to build automations (e.g., Zapier, Make, Power Automate, native APIs, or scripts) with sound judgment on where generative AI/LLMs add genuine value versus traditional automation.

• Strong problem‑solving skills with the ability to investigate files, data structures, and workflows independently with minimal oversight.

• Excellent written and verbal communication skills, able to produce plain-English documentation and deliver concise, asynchronous progress updates.

INITIAL OUTPUT

The project starts with a small, focused scoping phase:

1. Brief Kickoff: The client will give a quick walkthrough of a few real job files, common error examples, and targeted Q&A.

2. Actionable Roadmap: Deliver a short, prioritized recommendations list that clearly outlines:

   • Estimated time saved and errors prevented.

   • Effort, timeframe, and tool costs.

   • Any trade‑offs or limitations.

3. Execution: Once the roadmap is reviewed, the specialist will build and test the top 1–2 selected solutions.