Norman Matheis

I’m Norman Matheis, I have a business in Portland, Oregon and we’ve been in business for 31 years. We’ve been with Opportunity Manager since 2001, and so it has really given us the opportunity to control our sales. I think what really impresses our customers the most is that we have a planned sales process. It’s a menu type selection, the salesmen go through it and they produce a proposal on site. It’s very clean and professional”

  • The Opportunity Manager has had a HUGE impact on our labor management by breaking down the individual tasks in the order in which they should be performed including set up and staging provides the means to get “buy in” from the field personnel.
  • The times to install each phase of the job is accurate and has been demonstrated in the field and tracked by management and the install team. These times can be quickly adjusted as changes in codes and types of materials used may add or decrease labor for the task. Allowing installers to help track and establish the times puts management and field personnel on the same page.
  • Providing the installers, a set installation processes by the install manager allows them to move forward more quickly at the onset of the job and not become distracted reinventing the wheel.
  • Setting up difficulty factors that the sales team can easily identify by clear descriptions and pictures aids in proper hours being quoted. The benefit to having a clear prescribed method allows a company to hire outside our industry and quickly bring any new sales person up to speed with minimum field experience.
  • As new equipment comes on the market there may be additional labor requirements and start up times. This additional time or labor requirements can easily be added and tied to just that individual component and the time tracked and modified as needed. By knowing the time required for each task and assigning the individual tasks to each installer by skill set allows the flexibility to move an installer to another job as he completes his part of the job. The remaining installer is more confident since he can see the pre-established time needed to complete the job.
  • The Opportunity Manager provides management the ability to predetermine labor needs and schedule more jobs by freeing up labor throughout the day. Moving jobs up on the schedule becomes less challenging. Creating a waiting list with jobs by knowing the difficulty factors and tasks can be a huge benefit to maximizing labor. Jobs are easily assigned by skill sets of installers. This will aid in more productivity daily.
  • As a training tool Op Man will help the install team provide a consistent path to follow in the order management has chosen.