Hire the Best Business Continuity Planners

I help founders and managers obtain absolute clarity, recovered time, and the elimination of operational friction by translating manual and messy data into automated, intuitive, and structured systems you can actually trust. 📊 Built 50+ dashboards, automations, and reporting tools that clients use in their real day-to-day work 💼 Worked with all kinds of businesses, from marketing and operations to finance and more, translating messy reality into clean, structured systems 🏅 Earned Top Rated (Top 10%) in Spreadsheet Development in just 3 months by focusing on accuracy, stability, and long-term usability 🤝 Trusted for fast communication, curious questions, and solutions that fit each client’s unique needs and workflows I’m William, a spreadsheet and automation nerd in the best way: I like understanding how your work really runs, then quietly building tools that make it lighter, faster, and easier to manage. For the past 4+ years, I have helped businesses turn scattered, exhausting workflows into practical, result-focused systems. My expertise lies in cleaning up messy data architecture so it becomes completely reliable, automating repetitive tasks so they stop eating your week, and building streamlined, intuitive dashboards that actually drive daily decisions. My job is to handle the complex engineering in the background so you can recover your time, gain absolute clarity, and focus on driving the business forward, without ever having to become “the spreadsheet person. 📊 What I Can Build for You • Client & Lead Management Systems → Engineered CRM dashboards and lead pipelines that streamline follow-ups, centralize interactions, and drive conversions—making client management smooth and scalable. • Finance & Forecasting Dashboards → Developed automated tools to track budgets, cash flow, savings, and debt—built for clarity, daily decision-making, and long-term financial insight. • Sales & Performance Analytics → Designed actionable dashboards that spotlight team performance, product sales, and revenue growth—optimized for weekly, monthly, or annual tracking. • Inventory & Operations Trackers → Built end-to-end systems to monitor stock, trace production, and automate data capture—bringing structure, speed, and visibility to daily operations. • Marketing & Content Dashboards → Created data-driven tools to track lead growth, campaign results, YouTube insights, and content plans—automated and visual for instant clarity. • Custom Reporting & Automation Systems → Delivered fully tailored reports, planners, and trackers aligned to client workflows—no complexity, just fast insights and clean execution. 🛠 Tools & Tech I Use • Spreadsheets – Google Sheets & Excel: Advanced formulas, pivot tables, data validation, and other core spreadsheet functions • Automation & Scripting – Google Apps Script, Zapier, Make(.)com, Airtable Automations to eliminate manual workflows • Dashboards & Reporting – Aesthetic, intuitive dashboards in Google Sheets & Looker Studio with KPI trackers and real-time data updates • Data Analytics – From data cleansing and management to insights-driven recommendations • Integrations – QuickBooks, HubSpot, Mailchimp, ActiveCampaign, YouTube & OpenAI APIs, Google Analytics/Ads, custom API connectors • Google Workspace – Docs, Slides, Drive, Calendar for seamless document creation and sharing 🗣 Client Testimonials Summary “Working with William has been a fantastic experience for many clients. He’s highly skilled in Google Sheets and data management, and always delivers high-quality, reliable results. Clients appreciate how he listens closely to their goals and offers thoughtful recommendations to achieve the best outcomes. His dashboards are not only functional but also clean, intuitive, and easy to use, making data management effortless. William communicates clearly, responds quickly, and consistently meets deadlines. He goes above and beyond expectations, and clients frequently return to work with him again. A trusted expert for anyone looking to streamline their data and reporting workflows.” 🚀 Ready to Simplify, Automate & Visualize Your Data? If you’re losing hours fixing spreadsheets, updating numbers by hand, or second-guessing your dashboards, let’s fix that. Send me a quick message about your current setup and what you wish it could do instead. I’ll help you turn it into a clear, automated system you can rely on every day.

Tired of broken processes and spreadsheets nobody actually uses? My background includes pharmacy benefits analytics at Xevant and enterprise healthcare data work at Change Healthcare — which means I understand operations at a level most freelancers don't. I help businesses fix both sides of the problem: building clean data systems and the process documentation to make them actually stick. What I help with: — SOPs and workflow documentation — Process mapping and bottleneck analysis — Excel & Access dashboards, trackers, and databases — SWOT analysis and operational recommendations — Cross-functional coordination and client-facing reporting Whether you need a quick-turnaround dashboard or a full workflow overhaul, I work fast, communicate clearly, and deliver things that get used. I'm based in Maine but work across time zones — US, Australia, Europe, no problem. Clients describe me as a "clear communicator, committed to quality, and reliable" — and that's exactly how I work on every project. If that's what you need — let's talk.

Technical Business Analyst, Product Manager & Project Management Consultant with 16+ years of experience delivering data-driven digital solutions in 4 core industries: 🔹Banking 🔹Fintech 🔹Insurance 🔹Human Resources My tenure with Tier-1 organizations like JP Morgan Chase ( 7 Years) , Capgemini (4 Years ) , and Aon Hewitt (2 Years) has endowed me with: 🔹Deep domain expertise 🔹A proven track record of driving results in high-stakes enterprise environments I specialize in: 🔹Evaluating systems, processes, and user experiences 🔹Bridging the gap between business stakeholders and technology teams 🔹Translating ambiguous business problems into clear, structured requirements, process designs, and actionable delivery plans Whether you need: 🔹 A Business Requirements Documentation (BRD) crafted from scratch 🔹 Functional Requirements Documents (FRD) 🔹 User Stories & Acceptance Criteria 🔹 Agile/Scrum Documentation 🔹 An Agile team led through a complex sprint cycle 🔹 A system implementation managed end-to-end 🔹 UAT Planning & Support 🔹 Process Flow Diagrams 🔹 Gap Analysis 🔹 Data Mapping & Workflow Documentation 🔹 Stakeholder Communication 🔹 Project Coordination & Delivery Support I bring structured thinking, strong communication, and enterprise-level execution to every engagement. 𝗞𝗘𝗬 𝗘𝗫𝗣𝗘𝗥𝗧𝗜𝗦𝗘 📌 Business Analysis Requirement Gathering • Functional Analysis • Documentation • Technical Writing • Workflow Analysis • Process Improvement • UAT • Functional Testing • Production Support • Business Process Design • SOPs • Roadmap Delivery 📌 Agile & Project Management Sprint Planning • User Stories • Backlog Management • Stakeholder Management • Risk Assessment • Status Reporting • Vendor Coordination 📌 Domain Expertise Banking • Credit Cards • Fintech • Insurance • HR Systems • Clinical Research • Data Management 📌 Data & Technical Skills SQL • SAS • Informatica • Teradata • ETL • Data Mapping • Data Quality • Reporting 📌 Tools & Platforms Jira • Confluence • MS Excel • MS Project • SharePoint • Tableau • Power BI • Salesforce CRM • ERP Oracle HCM, SAP HR 📌 Methodologies Agile • Scrum • Waterfall • SAFe ✅ Why clients work with me: ✔ I offer a unique combination of Business Analyst, Project Manager, Product Manager, Client Engagement Manager, Client Interview, Operation Consultant, Operation Manager, Business Manager, Technical Business Analyst, Operation Team Member, Business Development Manager and communication leadership roles which are typically handled by separate resources. ✔I serve as a central coordination partner across clients, stakeholders, and delivery teams — simplifying collaboration and improving execution efficiency across projects. ✔ Clear and structured documentation ✔ Strong business-to-technology communication ✔ Enterprise project experience ✔ Reliable stakeholder management ✔ Fast learning and problem-solving ability ✔ Detail-oriented delivery approach In addition to delivery roles, I have participated in hiring panels, helping organizations evaluate candidates and align talent with business and team needs. Clients consistently value my ability to clarify complex requirements, bridge business and technology teams, and drive projects towards successful outcomes, as reflected in my portfolio items Let’s discuss how I can help streamline your requirements and bring delivery excellence to your next project. Thank you!

Book Formatting, Typesetting, Adobe InDesign, and Editorial Design specialist providing professional Book Layout, Interior Book Design, Publication Design, Print Layout, KDP Formatting, EPUB production, and Print-Ready PDF preparation for authors, publishers, educators, and businesses. ⭐⭐⭐⭐⭐Glory provided a thoughtful and helpful beta reading report for my YA/dark fantasy novel. Her feedback was clear, encouraging, and useful for understanding the reader experience. She was polite, supportive, and professional throughout the process. I appreciated her time and honest input."* The same attention to detail, professionalism, and commitment to quality reflected in my client feedback is the standard I bring to every book formatting project. My goal is to deliver polished, publication-ready books that provide an exceptional reading experience while meeting industry publishing standards. I'm Glory, a Book Formatting, Typesetting, and Adobe InDesign Specialist , helping self-published authors, publishers, coaches, educators, consultants, and businesses transform completed manuscripts into professionally formatted books ready for Amazon KDP, IngramSpark, and commercial printing. Whether you're publishing a nonfiction book, novel, workbook, journal, planner, children's book, cookbook, or educational resource, I ensure every page is professionally designed, consistently formatted, and optimized for both print and digital publishing. CORE EXPERTISE Book Formatting • Typesetting • Book Layout • Adobe InDesign • Editorial Design • Publication Design • Interior Book Design • Layout Design • Print Layout • Print Design • Amazon KDP Formatting • Kindle Formatting • EPUB Formatting • Paperback Formatting • Hardcover Formatting • Print-Ready PDF • Typography • Page Composition • Professional Typesetting • Publishing Workflow ADDITIONAL DESIGN & FORMATTING SKILLS Editorial Layout • Document Formatting • Page Layout Design • Visual Hierarchy • Paragraph Styles • Character Styles • Master Pages • Running Headers • Page Numbering • Clickable Table of Contents • Hyperlinks • Margin Setup • Gutter Setup • Bleed Configuration • Trim Size • Chapter Design • Drop Caps • White Space Optimization • Image Placement • Workbook Formatting • Planner Design • Journal Formatting • Children's Book Layout • Cookbook Formatting • Educational Book Layout • PDF/X Export • EPUB Validation • Print Production • Prepress Preparation • Publishing Standards SUPPORTING SERVICES Interior Book Formatting • Kindle eBook Formatting • Paperback Formatting • Hardcover Formatting • Layout Refinement • Publishing File Preparation • Print File Preparation • Microsoft Word Formatting • Canva Book Layout • Document Cleanup • Typography Optimization • Style Consistency • Source File Organization • Formatting Quality Assurance • Publishing Compliance • File Conversion • Commercial Print Preparation SPECIALIZED SKILLS Amazon KDP • IngramSpark • Kindle Direct Publishing • Interior Book Design • Publication Design • Professional Typography • Editorial Production • Grid Systems • Layout Consistency • Book Interior Styling • Reader Experience Optimization • Workbook & Activity Book Design • Journal Interior Design • Planner Layout • Low-Content Books • Educational Publishing • Business Publications • Fiction & Nonfiction Book Layout TOOLS Adobe InDesign • Adobe Acrobat • Microsoft Word • Canva • Adobe Photoshop • Adobe Illustrator • Vellum • Atticus INDUSTRIES I WORK WITH Self-Published Authors • Independent Publishers • Publishing Companies • Business Authors • Coaches • Consultants • Educators • Entrepreneurs • Course Creators • Non-Profit Organizations • Ministries • Fiction • Nonfiction • Memoirs • Children's Books • Cookbooks • Journals • Planners • Workbooks • Educational Publishing ## BROADER CAPABILITIES Book Formatting • Typesetting • Editorial Design • Interior Layout • Publication Design • Print Layout • Print Design • Adobe InDesign • Amazon KDP Formatting • EPUB Formatting • Kindle Formatting • Paperback Formatting • Hardcover Formatting • Print-Ready PDF • Typography • Chapter Styling • Clickable Table of Contents • Page Numbering • Margin & Bleed Setup • Image Placement • Layout Optimization • Publishing Standards • Commercial Printing • Professional Book Production • Publishing Workflow • Reader-Focused Interior Design Paperback Formatting • Hardcover Formatting • Print-Ready PDF • Typography • Chapter Styling • Clickable Table of Contents • Page Numbering • Margin & Bleed Setup • Image Placement • Layout Optimization • Publishing Standards • Commercial Printing • Professional Book Production • Publishing Workflow • Reader-Focused Interior Design • Book Formatting • Typesetting • Editorial Design • Interior Layout • Publication Design • Print Layout • Print Design • Adobe InDesign • Amazon KDP Formatting • EPUB What publishing goals are you working toward, and how can I help bring your manuscript to life?*

✅ 14+ years of Experience ✅ ISO Consultant (9001:2015/27001:2022/FSSC/FDA/UL-94-181/Food/HACCP/CCP/PRP's) ✅ Proven Results in ISO 9001, 27001, 14001, 45001, 22000, FSSC, SQF, 14064, 14065, 21001, 42001, ISO 51001:2024 ✅ISO 13485 and MDSAP-aligned Medical Device QMS readiness ✅ ISO AS9100D, EN9120 Specialist ✅ SOC 2 and CMMC Specialist ✅ CCPA/CPRA Compliance Specialist (Opt-Out Mechanisms, Data Sharing/Selling Controls) ✅ Legal and Regulatory Copywriter for Packaging Compliance ✅ Certified Quality Professional ✅ Secure SDLC & Privacy-by-Design Implementation ✅ ISO 14064-14065 Greenhouse Gas Emission (Certification & Accreditation) ✅ ISO 14064-1,14064-2,14064-3 (Verification and Validation) ✅ SAP S4/HANA QM Certified ✅ SQFI Implementation Expert ✅ Sustainability Data Management ✅ Internal Audit Expert ✅ Policy Writing ✅ SOP Specialist ✅ Company Policies and Procedures Manual ✅ Work Instruction & Checklist Draft Specialist ✅ FDA Regulations (Food, BRC, REACH, RoH) ✅ Data Visualization Expert ✅ Process Optimization Pro ✅ Process Mapping ✅ Document Control ✅ Manufacturing Data Specialist ✅ Virtual Assistance ✅ Operations & Process Structuring Consultant ⚡ Comprehensive Auditing: In-depth audits for ISO 9001 (Quality Management Systems) and ISO 27001 (Information Security Management Systems), ensuring compliance and identifying areas for improvement. ⚡ Customized Solutions: Tailored advice and strategies to meet your specific organizational needs, while aligning with international standards. ⚡ Continuous Improvement: Guidance on implementing best practices for ongoing quality and security enhancements. ⚡ Risk Management: Expert analysis and recommendations to mitigate risks, ensuring robust and resilient systems. ⚡ Training and Support: Providing staff training and support to understand and effectively implement ISO standards. 🚀Specialized Expertise🚀 in Quality Control, Assurance, and Audit Management across diverse sectors including manufacturing, healthcare, food, petrochemical, and automotive industries, I have consistently demonstrated leadership in achieving ISO 9001, BRC, ISO 27001, and ISO 14001 certifications. My proficiency extends to Data Visualization, where I leverage advanced techniques to drive insights and informed decision-making. In addition to my certification leadership, I have successfully spearheaded process safety initiatives and optimized business processes. My adeptness in SAP implementation and Quality Management (QM) ensures seamless operations and adherence to best practices. Furthermore, I possess a strong track record in complaint handling and process optimization. As an ISO Consultant and Writer, I am dedicated to crafting meticulous Policy & Procedure Documentation aligned with ISO standards, while ensuring full compliance with GDPR requirements. My commitment to excellence is evident in my punctual delivery and relentless pursuit of customer satisfaction, reinforced by consistently positive client feedback. In all my endeavors, I priorities not only quality and efficiency but also the safeguarding of data protection and privacy, thereby fostering trust and confidence in every project undertaken.

I help healthcare organizations navigate complex licensing, compliance, and operational challenges with tailored, results-driven solutions. As the Principal Consultant of CHCS Group, I bring over a decade of experience in regulatory compliance, SOP and policy development, and healthcare operations. With 75+ successful projects completed for providers across the U.S. including many on Upwork, I’ve supported startups and established organizations through licensure, operational launch and accreditation readiness. I hold an MBA in Complex Health Systems, which informs my strategic approach to healthcare operations, compliance frameworks, and systems improvement. What I Offer: • Healthcare Facility Licensing • Custom Policy, Procedure and SOP Manuals • Joint Commission and CARF Accreditation Survey Readiness • Business Plans, Market Research & Public Need Reports • Interim and Fractional Leadership Solutions • Workflow Optimization Why Clients Choose Me: • Top Rated with a 100% Job Success Score • Healthcare compliance subject matter expert • 75+ successful projects nationwide • Custom deliverables aligned with regulatory standards • Proven results with Joint Commission and CARF readiness Let’s Work Together Whether you're launching a new facility or preparing for your next survey, I’ll help you simplify compliance and move forward with confidence. Let’s connect!