Employee Profiles

  • Identify employees that are most commonly used for proposals

  • Collate & Update employee data

  •         Name, Title, Bio, Relevant dates, Education, Memberships/Associations, etc.

  •         Provide to OpenAsset to import OR manually add into OpenAsset

  • Assign a primary photo to each employee profile

  •         Make sure each file has an employee identifier

  •                 A unique custom file field for the headshots that contains an employee                   ID

  •                 Employee name as a keyword attached to each respective file

  •                 Utilizing original filename of each employee headshot that contains the                  employee name (matches name on employee object/profile)

Connecting Employees and Projects

  • Collate data for which projects each employee has worked on

  •         Provide this data to OpenAsset with Employee ID and Project ID included OR         manually create the relationship between employees and projects

Building resume and CV templates

  • Provide OpenAsset with the below items for InDesign Templates:

  •         Blank version of the template

  •         Completed version of the template

  •         Formatting rules (spacing, fonts, Paragraph/Character/Object style for                      InDesign.)

  •         Is there any special formatting for the text required? (split "Education" by                commas and newlines, "Location" being a combination of "City" and "State"             and "Country" if not USA, etc.)

  • Provide OpenAsset with the below items for PowerPoint Templates:

  •         Blank version of the template

  •         Completed version of the template

  •         Is there any special formatting for the text required? (split "Education" by                 commas and newlines, "Location" being a combination of "City" and "State"            and "Country" if not USA, etc.)

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