Hire the Best Business Process Reengineering Specialists

You already know you're the bottleneck in your business. Every decision, every approval, every fire routes back to you. And now everyone's piling on about AI, too. Here's what they're missing: AI can't run a business that lives in your head. The tools aren't the hard part. The hard part is getting the business out of your head. And that's what I do. In practice, that means: - Turning how the work runs from something in your head into systems your team—and your AI—can actually run - Standing up the project-management structure, KPIs, and accountability that make delivery visible instead of living in your head - Delegating decisions to your team (with guardrails), not just the tasks, so people stop waiting on you - Bringing AI and automation in where they remove real busywork. They need to be aimed at the right problems, the right way Some of my accomplishments: 40 hours/week recovered for founders, 98% client repeat engagement, 200+ workflows systemized, and 20+ years in operations. On Upwork alone, I've earned $300K+ with 100% Job Success. I'm senior and hands-on, but I don't waste your hours on low-leverage work. Rather, I architect the systems and bring in specialists to execute to specifications, the same "right person on the right task" principle I'll build into your business. Clients tend to see around $40K a year in savings along the way, while saving on average 10+ hours a week. The point is to get you out of the middle of everything. The cost savings are just a bonus. **Engagement options:** $125/hour or fixed-fee projects starting at $3,000, based on scope.

Behind every creative person, every small and growing business, is an Alfred. There comes a point in the development of every business where if an organizational overhaul doesn't take place, scaling isn't possible. That's where I come in. You might know exactly what you want, or you might have a general sense of unease. Many business owners know there are things that can be done better, but they aren't sure where to start and don't have the time to figure it out. I've spent years honing a carefully curated (but extensive) list of skills by working with small business teams and as a freelancer. These various experiences have given me invaluable insights into different industries, processes, tools and departments. I've had my hands in dozens of different projects and this has allowed me to analyze businesses and develop custom solutions. I've also worked really hard to become acclimated to as much technology as possible. I'm certified in Asana, Notion, Make.com, Quickbooks, Trainual and Gorgias. I'm expert-level in Clickup, Trello, Monday, Processstreet, Jira, Confluence, Hubspot, Hubstaff, Harvest, Front, and many more. Some of my specialty areas include: - Day to day direct executive support, project management or operations management - Acting as team communication leader and project manager ensuring efficient information sharing - Process development - Analyzing, streamlining and automating workflows - Tool recommendations, data migration, set up and training - Financials (Quickbooks, data transfers, budgets, action plans) I am a certified Quickbooks Pro Advisor! I am certified to help you optimize your usage of Quickbooks. - I specialize in choosing, setting up and executing project management software. I am well versed in all major options. I am also an Asana Together Certified Pro and Notion Certified. - Developing, launching and leading initiatives regarding efficiency, organization, team building, marketing, hiring, and more. - Resource management including HR, payroll and employee engagement - Long term goal planning, and breaking down those goals into achievable projects with specific steps and due dates - Putting out fires, reducing bottlenecks, and keeping things from falling through the cracks Certified in: Asana, Notion, Gorgias, Make.com, Trainual and Quickbooks Experienced in: Airtable Calendly Canva Clickup Clockify Confluence Dubsado Etsy Google Data Studio Google Products Harvest Hector Hexnode Highlevel Hive Hootsuite Hubspot Hubstaff Insightly Loomly Monday.com Office/Microsoft Products Paymo Post Affiliate Pro Processstreet Reclaim Shopify Sortly Sunsama Todoist Trello Various form tools (google forms, tidyform, notionforms, etc.) Verious email marketing tools (Mailchimp, infusionsoft, constant contact, keap, etc.) WordPress Wrike Zendesk Zoho And even more industry specific software (NutriAdmin, ServiceNow, ConnectWise, etc.)

I help founders and growing businesses improve how work gets done by simplifying operations and building systems that scale. Most clients already have SOPs, tools, and documentation—but execution is still messy. Tasks fall through the cracks, ownership is unclear, and processes exist on paper but don’t work in practice. That’s where my approach is different. The Strategy: I don’t start with SOP documentation—I start by fixing the system.I take a top-down view of how work actually flows, identify constraints and decision bottlenecks, and redesign workflows so execution is clear and ownership is explicit. Once the process works in practice, I document it into lean, repeatable systems that reduce manual effort, improve accountability, and support long-term growth. What I specialize in: Business process improvement & workflow optimization Operations management for startups and small businesses Process mapping, gap analysis, and bottleneck identification SOP documentation and process standardization Systems building using tools like ClickUp, Airtable, and automation platforms OBM-style operational support for scaling teams My work emphasizes operational clarity and disciplined execution—without adding unnecessary layers. Best fit clients: Business owners scaling operations or teams Companies with undocumented or inconsistent processes Founders who feel busy, overwhelmed, or operationally stuck If you need someone who can see the whole system, improve it, and then document it properly, I can help. 📩 Send me a message and tell me where your operations feel stuck—I’ll help you identify what’s slowing things down and how to fix it.

Growing businesses do not usually need more tools. They need clearer processes, better structure, and systems that their team will actually use. That is where I help. I work with business owners and teams who are dealing with scattered workflows, unclear responsibilities, manual follow-ups, disconnected tools, and processes that live in people’s heads instead of in a system. My work usually starts with understanding how your business actually operates. Not just what the process looks like on paper, but how work moves between people, where things get stuck, what is being repeated manually, and what information leadership needs to make better decisions. From there, I help you design and implement practical systems that support the way your team works. This can include: - Process mapping and workflow analysis - SOP and process documentation - ClickUp workspace design and implementation - Project management and operations setup - Make, Zapier, and workflow automation - Dashboards, reporting, and KPI tracking - Team training and system adoption support - Data migration and tool cleanup As a ClickUp Verified Consultant, I specialize in building ClickUp workspaces that are not just organized, but actually useful. That means creating the right structure, custom fields, statuses, views, automations, templates, dashboards, and permissions based on your real workflows. I can also help connect ClickUp with other tools in your business, such as GoHighLevel, Google Workspace, Airtable, ActiveCampaign, Xero, QuickBooks, Calendly, DocuSign, and other platforms. My approach is simple: 1. Understand your current workflow 2. Identify bottlenecks, gaps, and manual work 3. Design a better process 4. Build the system around that process 5. Train your team so the system actually gets used I have worked with teams across digital marketing, e-commerce, SaaS, legal services, accounting, construction, real estate, logistics, fintech, and professional services. What clients usually need is not just “someone to set up ClickUp” or “someone to automate a task.” They need someone who can look at the whole operation, ask the right questions, connect the dots, and turn scattered work into a system that is clear, scalable, and easier to manage. That is the kind of work I do. If your team is growing, but your processes are starting to feel messy, unclear, or hard to manage, I can help you build the operational structure behind the growth.

I help SaaS companies, agencies, and government teams deliver complex technical projects on time — without the chaos. 15 years across Fortune 100 (Hewlett Packard Enterprise) and US government digital transformation (Granicus). At HPE I ran a multi-billion-dollar global portfolio across 150+ countries and cut deployment timelines by 20%. At Granicus I led public-sector digitization that changed how citizens reach essential services. On UpWork: 22+ projects · 5,000+ hours · 100% Job Success. I now operate as SOTO⟂DEV — a doctrine-driven technical practice for businesses that have outgrown chaos. Most automation and software breaks within a year because it was built to demo, not to last. I work the opposite way: documentation-first, maintainable by your team, designed to outlive the technology it runs on. What I deliver – End-to-end project management (discovery → UAT → rollout) for SaaS and public-sector engagements – Custom software & web apps — SaaS products, internal tooling, operational dashboards – Automation architecture (n8n, Make, custom) with runbooks your team can actually maintain – AI-assisted workflows (OpenAI, Anthropic) wired into your real CRM, not a toy demo – Chatwoot deployments — multi-inbox, multi-agent, white-label-ready – CRM optimization, SaaS operations, agile/sprint planning, cross-functional coordination – Fractional technical operator engagements for founders and ops leaders who need a steady hand How I work – Written scope before any code. Written handoff after. – Every system ships with a runbook, a recovery procedure, and a change log. – Stakeholder communication tuned for both engineering teams and executive audiences. – I optimize for the third year of the system, not the first week. Who I am Bilingual EN/ES, based in San José, Costa Rica (GMT-6). Available for US and EU time zones. Operating under a written doctrine — clients see it on day one, because the same standards that govern my code govern the engagement. If you need a senior operator who's done this at Fortune 100 and government scale, won't disappear on you, and ships systems built to last — let's talk.

I help founders and small business owners turn operational chaos into systems that run without them: clean CRMs, documented workflows, automated follow-up, SOPs, and financial visibility that let the business scale instead of living in the owner’s head. I’m a Business Operations Consultant with 13 years of institutional financial operations experience across Raymond James, Itaú International Securities, and Boreal Capital Management. I came up in regulated finance, where process errors were not an option, so the systems I build are structured, accurate, documented, and built to last. What I help with: • Operations Systems CRM build-outs, pipeline cleanup, intake-to-delivery workflows, SOPs, task tracking, team handoff processes, and owner dashboards. • AI & Workflow Automation Zapier, AI-assisted workflows, follow-up automation, lead routing, reminders, reporting systems, and process improvements that reduce manual admin without sacrificing accuracy. • CRM & Business Systems HubSpot, Flowlu, JobNimbus, ClickUp, Google Workspace, QuickBooks, BILL, and other tools that need to work together instead of creating more work. • Financial Operations Visibility QuickBooks Online/Desktop, reconciliations, month-end support, BILL, 1099s, sales tax, reporting, and bookkeeping cleanup so your operations and numbers tell the same story. • Operations Audits & Cleanups I find where time, money, leads, tasks, and information are leaking, then build the system that closes the gap. I’ve supported operations across roofing, HVAC, cleaning, real estate, legal, medical, SaaS, FinTech, and other service-based businesses that grew faster than the systems holding them together. Credentials: FINRA Series 99 | SIE | IRS Certified Tax Preparer | Licensed Life Insurance Agent Bilingual: Native English & Spanish Fully remote | U.S.-based in Miami | Responsive within hours Tell me where your operation is breaking down, and I’ll tell you exactly how I’d fix it, what should be automated, what should be documented, and what it takes to build it once so it stays fixed.