For those of you who know Carrie Leinicke, she is a force of knowledge and energy.  When she joined QUESTEC, many of their systems were still heavily reliant on spreadsheets outside of Vista.

Carrie and her staff began identifying areas where automation could improve accuracy and efficiency – and ultimately freed up her team to focus on more meaningful work.

“Vista is built for the majority,” Carrie shared, “which means a lot of companies turn to customization or elaborate workarounds just to make things fit.”

She chose to automate wherever possible – both reducing errors and giving her team better access to reliable data. Carrie found that automation had another benefit: improved job satisfaction. Carrie now starts her employee meetings with “What didn’t you like about your job last week”. The feedback drives Carrie to make improvements.

Carrie works closely with Jerrome Ulibarri, who she affectionately refers to as “Jake from SelectView”. “QUESTEC is growing fast, and that can be scary,” Carrie said. “You need the right partners to help manage that kind of growth.”

Carrie recently worked with another vendor who came highly recommended. After multiple meetings with limited progress and no outcome, she brought the issue to Jerrome. She said, “In one 30 – minute meeting, he had a plan and built the whole “damn” thing at a fraction of the cost.”

Carrie and Jerrome have collaborated on numerous projects, but several have made a huge impact on her and her team.

• Prevailing wage benefit calculation report – developed for employees who question the amount on their paycheck, specifically for prevailing wage calculations. This report duplicates the payroll routine, highlighting the calculations for each liability, all the fringe benefits and 40lk deductions, showing exactly how the check amount was determined.
• Sales Forecasting report – supports Sales Process and Project Manager work force projections.  This report provides a projection of working capacity for up to 24 months in the future to ensure they have coverage when bidding large jobs.
• Davis Bacon compliance for Apprentices requiring to be paid as Journeyman – automated batch process and report to reclassify Apprentice hours to Journeyman hours as required by Davis Bacon, prioritized for Apprentice with earliest start date.  A batch is created with a detailed report for approval before posting.

Working with QUESTEC has been a rewarding partnership. Their challenges have helped us learn and grow, and we’re grateful for the collaboration and trust we’ve developed over the years.

Karen Wagnon is one of the owners of SelectView Data Solutions.  SelectView is a Viewpoint Partner, with the goal of making Vista and Spectrum more efficient.