Looking for a business management consultant or project consultant to help you understand your business problem and solve it to systematize your growth?
As a project management expert, I've implemented PM solutions like ClickUp, Asana, Jira, Wrike, Smartsheet, Notion, Todoist, Trello and Venngage; created project plan and work-back schedules with the team, organized sprints and daily standups, audited clients' processes, created SOPs, built operational plan, identified the risks and gaps, proposed solutions to optimize the workflow, prepared requirement specifications, managed and trained team members. In addition to that, I've set up MS Suite and implemented SharePoint sites to optimize the business reporting. Also worked with various CRMS, such as Teamwork, Bitrix24, Capsule, Pipedrive, HubSpot, etc., and familiar with the requirements to streamline the pipelines.
As a fractional operations director and an Integrator, I have helped design and implement systems and processes using EOS, OKR, V2MOM and more. It included but was not limited to managing business goals by aligning them with KPIs and managing teams by aligning their KPIs with the core company KPIs. A crucial element of designing and implementing systems is to establish a culture of effective communication and accountability, and team building with clear direction that allows them to accomplish those KPIs. In addition to that, I create process architecture by auditing existing processes, devising an operations plan, implementing processes and systems; implementing, integrating and automating cloud platforms and processes, training team members, drafting SOPs, managing sprints, and project management, managing CRMs, managing and maintaining VoIP and other communication tools, bookkeeping, calendar management, reporting, drafting agreements to managing day-to-day operations, and taking care of ad-hoc tasks. When it comes to creating solutions and strategic decision-making, design thinking is at the core of my work.
I have also organized webinar summits for coaches and influencers and managed everything from lead generation, list building, designing system, implementing tools, managing communication with guests, content creation, and creating a nurture sequence.
Being a CPA and an FCCA, I am well-versed in full-cycle accounting. I prepared financial reports for decision making while working for a financial consulting firm and have hands-on experience with various accounting systems, QBO, Bill.com, Hubstaff, Wave app, XERO, Freshbooks, Suralink, Quicken, MS Excel, Google Spreadsheets, Oracle, and Axapta 2009.
Skills:
- Design thinking, Strategic planning, Process architect
- Managing projects from start to finish
- Implementing Google and MS Suite
- Running Online Webinar Series / Summits
- Developing and automating systems, processes and workflows
- Preparing financial reports
- Managing technical and administrative activities using the tools mentioned below
Tools I use:
Project Management Tools - Clickup, Asana, Wrike, Jira, Smartsheet, Todoist, Trello, Process Street, Notion, Basecamp, Venngage
Cloud Workspace - Google and Microsoft Suite
Integration tools: Make, Pabbly, Zapier
CRM - HubSpot, Capsule, SalesForce, Teamwork, Bitrix24, Pipedrive
Sales and Marketing tool: GoHighLevel
Accounting Tools - Quickbooks, WAVE Accounting, XERO, Google Spreadsheet, Microsoft Excel
Calendar Management Tools - Calendly, Acuity Scheduling, Google Calendar, Outlook Calendar, Book Like a Boss
Email Clients - Gmail, Outlook, FastMail
Communication and Meeting Tools - Slack, Zoom, Skype, Uberconference, Dialup (VoIP)
Email Marketing and Automation - MailChimp, Constant Contact, SendFox, Aweber, Active Campaign
Website tools: WordPress sites (with Divi, Avada, Thrive and Elementor themes), SharePoint sites (MS Suite)
Time Tracking Apps - Hubstaff, Apploye, Harvest, EverHour
Surveys and Forms - Survey Monkey, SoGo Survey, JotForm, Typeform, Google Forms
Design Tools - Canva, Adobe Photoshop, Adobe Illustrator, Adobe Indesign
Social Media Platforms - YouTube, Facebook,- Instagram, Twitter
Video Editing: Camtasia, Vyond, Adobe Premier Pro
Documentation Tools - DocuSign, HelloSign, Word Doc, Google Doc
Cloud File Storage Platforms - Dropbox, Google Drive, Mega.nz
Online Course platforms - Teachable, Kajabi
Database - MySQL Workbench, Power BI
My core strengths include having a problem-solving mindset through design thinking, being very organized to keep everything well-structured, learning new tools and techniques to enhance my skills, and sharing knowledge while delivering the desired results.
Fractional CEO
