Company Information
Key Contacts
Brad's Relationship
One of OA's longest-standing clients (6+ years). Low risk, highly satisfied. Kim Mallari is the 'umbrella' for operational continuity.
Virtual Assistant Team (1 VA)
Kim Mallari (Michael Angelo A. Mallari)
Communication Channel
Communication Notes
Betsy is responsive but busy. Occasionally slow on touch-base calls. Prefers email communication. Monthly survey completion is consistent. Kim handles day-to-day with Katrina Whitlow as accounting manager supervisor.
Advisory Document Status: Delivered
Strategic Insights & Recommendations
R365 Software-as-a-Managed-Service Candidate
Kim is one of OA's most R365-proficient VAs (top 8/93 certified). Dreamland BBQ is a flagship reference account for R365 expertise. Prime candidate for the managed service model.
Multi-Location Franchise Accounting
Each location is a separate R365 entity. Complex multi-entity accounting with NAF, royalties, and franchise-specific financial workflows.
Buy & Ship E-Commerce Channel
USDA product direct-to-consumer shipping creates a nationwide e-commerce revenue line beyond dine-in. Opportunity for VA support in order management.
Legacy Account Value
6+ year tenure, legendary brand (est. 1958), $50M revenue. This is a premium reference client and case study for OA's restaurant vertical.
Time Doctor Integration
Time Doctor Integration Coming Soon
Real-time productivity tracking and hours breakdown will appear here once the Time Doctor API integration is live.
Preview: What You Will See
| Metric | Description |
|---|---|
| Daily Hours Tracked | Hours logged per VA per day with idle vs. active breakdown |
| Weekly Productivity Score | Percentage of tracked time spent on productive tasks |
| Top Applications Used | Most-used apps and websites during work hours |
| Screen Activity | Screenshot frequency and activity levels |
| Attendance & Schedule | Clock-in/out times, breaks, overtime tracking |