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Clients rate Business Process Reengineering specialists
Rating is 4.7 out of 5.
4.7/5
based on 323 client reviews
  • $95 hourly
    • 5.0/5
    • (27 jobs)
    ✅ Upwork Top 1% Talent ✅ Expert Vetted With more than 20 year’s global experience as a Senior Management Consultant (ex-IBM), I specialize in strategic planning, organizational design, and operational alignment. Through visualization and modelling, I help business leaders translate strategy plans into effective implementation programs and deliver key results. My primary skill areas are: ⭐ Business Analysis ⭐ Strategy Planning and Operational Alignment ⭐ Business Modelling ⭐ Organizational Design ⭐ Business Process Design and Reengineering I am also a Certified Business Architect as well as the author of multiple whitepapers, articles, and implementation guides covering the strategic alignment of business, operations, and IT. Finally, take a look at what my Upwork clients are saying about my work: "Stephen once again went above and beyond in terms of delivering a top quality report to exacting standards, remaining calm and professional in the face of constantly shifting client requirements." - Nov 2024 "Stephen was a lifesaver! He helped me rescue a project that was at risk of failure by being able to see the bigger picture before identifying the structural changes that quickly needed implementing. He showed great attention to detail and I could always depend on him to complete the jobs to a very high standard and with a fast turnaround time." - Jan 2024 "Stephen was a pleasure to work with. He took the time to make sure he understood our vision so he could create the right deliverable. He was great at communicating and was always available if we had questions. Working with him was a good experience all around." - Aug 2023 "Stephen has an uncanny ability to dissect issues and uncover insights that elude other freelancers. His suggestions and recommendations worked like magic. I highly recommend." - Feb 2023
    Featured Skill Business Process Reengineering
    Change Management
    Operational Planning
    Business Process Modeling
    Business Plan
    Project Management
    Research & Strategy
    Business Strategy
    Business Operations
    Strategic Plan
    Strategy
    Organizational Design & Effectiveness
    Business Modeling
    Business Consulting
    Management Consulting
    Business Analysis
  • $80 hourly
    • 5.0/5
    • (24 jobs)
    I am a successful enterprise architect and senior business analyst certified in cybersecurity management with more than 22 years industry experience in some of the most complex environments with a focus on process maturity and improvement. I am a certified lean six sigma master blackbelt, blackbelt and kaizen facilitator. My goal is to provide my clients the highest quality of services in order to maintain positive and long-lasting relationships. My Business Process Specialties Include Service Operations, Lead to Cash processes, Procure to Pay processes and ITIL practice areas (incident, change, service asset and configuration management, knowledge management, problem management and service level management). My enterprise architecture specializations include business architecture, information architecture, data architecture, application architecture, technology architecture, information security, and integration architecture The tools and applications in Enterprise Architecture that I have experience with are: Cloud Computing, Information Security Architecture Advanced, Service Oriented Architecture (SOA) Best Practices for Data, Big Data Architectures, Predictive Analytics, Web Application Architecture and Architecting for Scalability and Performance, and maturity modelling My Certifications Include: -Cybersecurity Management - Enterprise Architecture - Certified Lean Six Sigma Blackbelt - Certified Lean Six Sigma Master Blackbelt - Certified Risk Manager - Project Management Lean Process Certified (PM-LPC) - Certified Six Sigma Lean Professional (SSLP) - Certified Change Management Specialist (CMS) - Certified Kaizen Facilitator (CKF) - Certified ERP / Supply-chain Management Consultant
    Featured Skill Business Process Reengineering
    SAP ERP
    Salesforce
    Lean Consulting
    English
    Risk Management
    Enterprise Architecture
    Business Process Modeling
    Microsoft Visio
    Change Management
    Business Consulting
    Business Analysis
    Process Architecture
    Agile Software Development
    CRM Software
    Process Improvement
  • $100 hourly
    • 4.9/5
    • (98 jobs)
    IT professional with 23 years of experience implementing software solutions for clients prior to becoming a freelancer. In my career I have worked in all phases of the software development life cycle (SDLC). I'm a problem solver with good communication skills. I have worked with clients at all levels. I bring this wealth of experience to my Upwork clients to effectively and efficiently deliver spreadsheet-based solutions to improve their business processes and save them time. Areas of proficiency and experience: - Complex Formulas (including Array Functions) - Advanced Lookup (including lookup on multiple values/fields) - Dashboards and Data Visualization - Power Query / Data Transformation and Loading - Complex Conditional Formatting - Performance Tuning - Data Validation - Tables and Pivot Tables - Charts - VBA/Macros - User Forms / Input Parameters - Helper Columns Notable Projects: - Automated payroll processing - Dashboards of varying complexity - Data analysis and survey charting - Stock Market Portfolio/Trade tracking (including equities, options, and futures) - Fulfillment/Sales/Inventory (e.g. amazon) - Modeling - Investment Performance and Trade Tracking/Reporting - Monte Carlo Simulation - Estimation/Invoices I am now freelancing exclusively and look forward to the opportunity to work with you.
    Featured Skill Business Process Reengineering
    Visual Basic for Applications
    Requirement Analysis
    ETL
    Data Analysis
    Data Science
    Spreadsheet Software
    Data Visualization
    Microsoft Excel
  • $100 hourly
    • 5.0/5
    • (14 jobs)
    Architecting Organizational Excellence – Driving Transformation & Sustainable Growth I specialize in business architecture, strategic transformation, and business process management, combining deep expertise with a passion for teaching and facilitation. My mission is to help organizations establish, mature, and optimize their capabilities, enabling teams to achieve operational excellence, resource efficiency, and long-term success. Key Achievements • Enterprise Business Architectures – Partnered with cross-functional teams to establish enterprise and business architectures in government and higher education institutions to align strategic objectives with operational execution, improve decision-making, and enhance organizational agility. • Business Process Offices (BPOs) – Led the successful launch of BPOs in multiple organizations, enhancing process visibility, efficiency, and continuous improvement. • Strategic Transformation Methodology – Developed and implemented a customized framework to guide organizations through complex transformation initiatives. • People Capability Maturity – Spearheaded the achievement of People CMM Level 2, optimizing talent development and workforce capabilities. • ISO 9001 Certification – Led the adoption of quality management systems, driving operational excellence and improving customer satisfaction. Formal Training & Certifications • Business Process Management (BPM) • Capability Maturity Model Integration (CMMI) • Earned Value Management System (EVMS) • ISO 9001 – Quality Management Systems • People Capability Maturity Model (CMM) Best Practices & Frameworks • APQC Process Classification Framework (PCF) • Business Process Model & Notation (BPMN) • Federal Enterprise Architecture Framework (FEAF) • Department of Defense Architecture Framework (DoDAF) • Enterprise Design Graph Interplay (EDGY) • Project Management Body of Knowledge (PMBOK) • The Open Group Architecture Framework (TOGAF) Platforms & Tools • Bizzdesign Enterprise Studio & Horizzon • Orbus iServer What Drives Me • Bridging strategy and execution – Helping leadership teams translate vision into actionable, scalable solutions. • Empowering teams – Facilitating workshops and training sessions that instill best practices and build capabilities. • Designing sustainable architectures – Crafting robust business process architectures that drive efficiency and growth. Let’s connect to discuss how I can help your organization unlock its full potential!
    Featured Skill Business Process Reengineering
    Strategic Planning
    Metadata
    Microsoft Visio
    Business Process Model & Notation
    Business Process Management
    Process Architecture
    Business Process Modeling
    User Guide Writing
    Management Consulting
    Microsoft Project
    Microsoft Office
    Microsoft Teams
    Microsoft SharePoint
  • $125 hourly
    • 5.0/5
    • (7 jobs)
    Hello! I'm Jason Charvet, your next Fractional COO. Businesses hire me to optimize their operations and supercharge their scalability, without diluting the essence of their core vision. I specialize in equipping ambitious leaders to break free from the operational quagmire, allowing them to focus on strategy and innovation. My track record speaks for itself: under my leadership, businesses have seen revenue growth soar to 7+ figures, expanded from local to global markets, and witnessed their teams burgeon from a handful to over 20 dedicated professionals. With a strong range of experience from pivotal roles in companies like Toniiq, Creative QT, and Wolseley/Ferguson, I've managed P&Ls, spearheaded international expansions, and helmed ERP integrations. My strategic direction has led to a surge in product launches, substantial operational cost savings, and a robust increase in customer satisfaction. Dive into my offerings: ✅ Strategic operational blueprints and execution ✅ Supply chain transformation ✅ Global expansion and market penetration ✅ Data-driven decision making ✅ Mastery in ERP systems and integration ✅ Business Process Design ✅ Quality Management systems development I come with stellar recommendations. Some of my endorsers have said: "Jason's contributions were exceptional. His strategic mindset, operational prowess, and leadership shine. Jason's ability to envision long-term strategies is matched by his proficiency in day-to-day operations." "Jason is amazing at what he does. He helped us revamp our internal inventory management systems, and the end result has exceeded all our expectations." "Jason was hired to help rebuild our logistics, supply chain, and daily operations and we are so glad we found him. He is intelligent, takes initiative, and is an honest hard worker." In my role as a Fractional COO, I am committed to achieving aggressive goals, driving cost savings, and amplifying productivity, all while fostering revenue growth. My goal? To align your business operations with your overarching vision and drive palpable growth. For businesses ready to transcend their operational barriers and scale seamlessly, I'm your strategic Fractional COO.
    Featured Skill Business Process Reengineering
    Business Operations
    Process Architecture
    Supply Chain Management
    Microsoft Excel
    Microsoft Access
    Management Consulting
    Project Management Professional
    Business Analysis
    Logistics Management
  • $85 hourly
    • 4.9/5
    • (64 jobs)
    Upwork expert-vetted, dynamic and motivated individual with an MBA and Industrial Engineering degree. Dependable and organized team player with the ability to communicate effectively and efficiently. Skilled at building relationships with employees across all levels of an organization.
    Featured Skill Business Process Reengineering
    Business Modeling
    Industrial Engineering
    Flowchart
    Business Process Modeling
    Lucidchart
    Process Engineering
    Process Improvement
    Microsoft Visio
    Continuous Improvement
    Lean Consulting
    Lean Manufacturing
    Six Sigma
    Financial Analysis
    Business Analysis
  • $95 hourly
    • 4.9/5
    • (163 jobs)
    Hello. Greetings from Nashville. Thanks for taking a look at my profile. I provide c-level Fractional Sales and Marketing services to SMBs and entrepreneurial start-ups. To cover my qualifications: - 14 years on Upwork. I am a full-time freelancer and put my Upwork work first. I work only on-platform and know how to maximize client cost-effectiveness through responsible recording of time, sticking to the agreed-to-budget, and producing work that is appreciated for its value. - Expert Vetted This means I have been pre-screened through 1:1 personal interviews by the Upwork Talent Team. My projects have been checked to verify that they represent expert-level work delivered to many clients over a period of years. Upwork displays this badge only to "Enterprise Clients". I can send a screen shot of this badge from my profile. It distinguishes my services as top 0.5% across all Upworkers. - Personally | +150 projects and +5000 work hours completed. This has amassed a profound basis of experience and expertise within me. - 35 years in business. I entered the corporate workforce in 1986. I bring deep business experience to my projects. From 1990 to 1997, I led the sales and marketing function for a start-up that grew from 10 people to 600 in six years. We then sold the firm for more than $70 million. The early-ins did well financially. Since then, I have been financially secure and built my life around a wonderful career as a sales consultant, C-level executive, Digital Marketing Agency partner, and writer. - salesQB Licensee I am a salesQB licensee and expert in delivering the salesQB fractional CSO methodologies, approaches, and services. SalesQB is the nation's leaving Fractional CSO consultancy, with more than 90 QBs located nationwide. I cover the Nashville metro area locally and am a Remote Services specialist for firms located across the country. ____________________________________________________________________________ Education | Sales Training - My educational credentials include a: BS in Electrical Engineering (Texas A&M, '84) MBA in Finance (Texas A&M, '86). - I have formal sales training from: NCR | Major Account Sales IBM | Major Account Sales Miller Heiman.| SMB to SMB and B to Corporate gold standard of sales training _______________________________________________________________________________ Here is a list of my personal focus areas in service. Please keep in mind I have worked on more than 150 major projects on Upwork, so I have developed a lot of skills! - Strategic Consulting | C-level Fractional CSO Services I provide "C-level" management consulting, market strategy analysis, cash flow analysis, and business plan development services. Downstream from this, I have delivered strategic research services, developed complex marketing plans, installed marketing-sales infrastructure, and provided sales executives with training in complex sales processes. - Strategic Consulting | Lead Generation, including SDR and Digi Marketing Through alliances with leading Digital Marketing consultancies located worldwide as well as my own SDR prospecting services, I have delivered led lead generation projects spanning PPC, SEO, Social Media Management, branding, and content-push. - Business and Technology Writing In 2007, to celebrate my 'mid-life crisis', I bought a nice sailboat, moved to Key West, and decided to become a writer. This was the genesis of my Upwork career. Since then, I have completed more than 60 writing projects, including every form of major business writing: websites, social media content, print materials, information sheets, sales collateral, and blogs. On the blog side, I am a ghostwriter-published content creator for Forbes Online. _______________________________________________________________________________ I provide pro bono services upfront to learn your business model, gain knowledge about the project, and form my proposal. This typically includes 3 to 4 calls and multiple email communications to make sure I understand the project completely before I quote time and effort. Thank you for your time, and have a great day! John
    Featured Skill Business Process Reengineering
    Writing
    Website Copywriting
    SEO Strategy
    Sales Management
    Investment Research
    SEO-Based Website
    Business Process Modeling
    Marketing Strategy
    Financial Analysis
    Business Plan
    Strategic Plan
  • $40 hourly
    • 4.6/5
    • (92 jobs)
    I perform process evaluation, documentation, procedure writing, process mapping, Process Improvement testing and implementation of Strategic as well as BAU Business Process Solutions that will enable Business areas to function more effectively, manage process risk, process costs, productivity, process improvement and customer service. I also do project management. I am proficient in MS application like Word, Excel, PowerPoint, Access, Visio, Publisher, Project Plan I have 8 years of experience in various profile as Customer services, Data Entry, Typing Work, Project Management Officer etc. I will do whatever is necessary to help you manage and accomplish project/task needed for your business. I take pride in my work and therefore, I try to show good levels of initiative and integrity through accomplishing my duties effectively and efficiently. I will feel happy to assist you in your project/task. Please contact me to discuss the project/task. This is to ensure that both parties have made an agreement.
    Featured Skill Business Process Reengineering
    Process Design
    Business Process Management
    Business Analysis
    Process Engineering
    PRINCE2
    Project Plans
    Lean Consulting
    ProcessMAP Document Management
    Business Process Modeling
    Customer Support
    Six Sigma
    Project Management
    Process Improvement
    User Acceptance Testing
    Data Entry
  • $60 hourly
    • 4.9/5
    • (329 jobs)
    ✅Nothing makes me more excited than my clients having a success story to be told!✅ 🏆 Top Rated Upwork Financial Consultant 💼 170+ Delivered Jobs 🕓 1000 + Worked Hours ⭐ 5-Star Feedback (Mostly) 💯 100% Job Success Score My brand is of utmost importance to me. My brand is not a logo. My brand is the promise I make, the expectations my clients have and what I stand for. I don't only sell services, but I also sell an experience; the experience of interacting together, an everlasting support for the piece of work I did, and a new friendship. I have more than 7 years of experience in making Business Plans, Financial Plans, Researches, Business Valuations, and other financial services. Clear, concise and effective Business Plans and Financial Plans based on your organizational goals and funding needs that match the funders’ expectations and for your long-term needs. I hold an MBA degree, and Top Executive Education from IMD business school (Switzerland); a top business school in Europe. I am also PMP certified and have extensive project management experience. My areas of expertise are (but not limited to): * Finance: Financial Forecasting / Financial Projections / Financial Modeling / Financial Planning / Business Valuation * Strategy: Marketing Strategy / Pricing Strategy / Business Plans / Strategic Plans / Marketing Plans * Business Process Management and Optimization. I love optimizing online businesses. * Analytics & Research: Market Research / Financial Analytics * LinkedIn Contacts and Market Research. * Project Management This includes an in-depth review of your organization to effectively communicate your vision, mission, and strategies. I will give you a business plan that will include real human market intelligence gathering, Professional Design, and a well-researched document. My submissions will help you close that financing deal with your Bank or possibly Private Equity Investors. I am results-driven, very task-oriented and can deliver you solutions for all what makes you sleepless and challenges you in your business, whether you are a start-up, small or medium-sized business, or having a growth and expansion plan. Proficient in budgeting, operations management, long-term planning and finance and holds a track record of achieving and exceeding profitability expectations and shareholder return. 1) Financial Plan, Budgeting & Forecasting, Proforma Financial Statement: I will provide you a dynamic 5 years financial model on Excel. Using that model, you will able to control the whole model. Means if you change the variable in the assumptions, the rest will change automatically. Mean I will provide you a "Dynamic Financial Model". I will also tell you where to change data. This Financial Model will contain Yearly and Monthly Financial Statement (PnL Statement, Balance Sheet, Cash Flow), Revenue & Expense Projection, Working Capital, Capex, Ratio Analysis, Break Even Analysis, Valuation, etc. 2) Business Plan Writing & Development: I will help you optimize your strategy, research and analyze your market and competitive position, and create a clear and compelling business plan to articulate your opportunity. I don't use a cookie-cutter business plan template – I develop all of my business plans from scratch to ensure we tell your unique story in the most compelling way possible 3) Business Plan Review: If you have already written your plan, we can provide an objective third party critique before you send it to investor 4) Presentation Design: Clean, clear presentations are crucial, whether you are seeking capital, partners, customers, or employees. We'll help you design a crisp presentation and coach you on how to deliver it in an engaging way. 5) Grant Writing and Program Development Strategic support to improve impact. This may include developing business plans and governance structures for enhanced organizational structuring or developing a strategy for program expansion. I can also help you identify and facilitate partnerships with similar organizations in your field. 6). Financial Analysis A Quantitative and Qualitative analysis which includes PEST Analysis, SWOT Analysis, Business Competitiveness Analysis, Economic Analysis. For qualitative analysis- I will do Vertical and Horizontal Analysis, Dupont Analysis, Ratio Analysis (Profitability, Competitiveness, Management Efficiency, Liquidity, Solvency, Capital Structure, Return to Investor)
    Featured Skill Business Process Reengineering
    Corporate Finance
    Financial Modeling
    Process Improvement
    Business Process Modeling
    Financial Management
    Financial Analysis
    Business Plan
    Business Analysis
    Strategic Plan
  • $100 hourly
    • 5.0/5
    • (19 jobs)
    Hello! I'm Johsua Jackson, a seasoned business management consultant with over 20 years of experience using data to solve complex problems and providing actionable insights.. I've worked with a wide range of clients, from small startups to large corporations, helping them optimize their operations and achieve their business goals. My expertise includes: 💠 Financial analytics: I can help you analyze your financial data to identify trends, patterns, and opportunities for improvement. I'm proficient in tools like Excel, Tableau, and Power BI, and can create custom dashboards and reports to help you make data-driven decisions. ✧ Forecasting & Projections ✧ Budget Development ✧ Business Valuation ✧ Fund/Investment Return Calculations 💠 Supply chain management: I can help you streamline your supply chain processes, from sourcing and procurement to logistics and distribution. I have experience working with both domestic and international suppliers, and can help you lower your landed costs, optimize your inventory levels, reduce lead times, and improve your overall supply chain efficiency. ✧ 3PL Logistics & Consulting ✧ ERP Development & Management ✧ B2B Distribution Consulting ✧ FBA, FBM & DTC eCommerce Consulting 💠 Business management consulting: I can help you develop and implement strategies to improve your business performance. Whether you need help with market research, competitive analysis, or organizational design, I can provide the expertise you need to succeed. ✧ Market, Product & Competitor Research ✧ eCommerce Analytics & Helium 10 ✧ Syndicated Data (Nielsen & IRI) Analytics & Consulting ✧ Strategic Pricing & Margin Consulting My approach is collaborative and client-focused. I work closely with my clients to understand their unique needs and develop customized solutions that deliver results. I'm a results-driven professional who is committed to delivering high-quality work on time and within budget, and I'm passionate about helping businesses achieve their full potential and thrive in a constantly evolving marketplace. If you are looking for a seasoned business and supply chain analyst and consultant with a proven track record of success, I would be delighted to connect with you.
    Featured Skill Business Process Reengineering
    Inventory Management
    Supply Chain Management
    Forecasting
    Interpersonal Skills
    Systems Development
    Analytics
    Microsoft Excel
    Financial Projection
    Financial Modeling
    Third-Party Logistics
    Supply Chain & Logistics
    Procurement
    Retail & Consumer Goods
    Financial Analysis
    Business Analysis
  • $80 hourly
    • 4.3/5
    • (4 jobs)
    • American Society of Quality (ASQ) Certified Six Sigma Black Belt (2008 – current). • Led over 40 5S, Kaizen and DMAIC projects, saving millions of dollars while improving customer and employee satisfaction. • Over 20+ years of Lean Six Sigma leadership experience at Microsoft, Amazon, Starbucks, Union Bank, Harrison Medical Center, WaMu / JP Morgan Chase and multiple other profit and non-profit organizations. • Expert at Implementing Integrated Business Process Management (BPM) Performance Management Systems. • Expert at training, coaching, utilizing and deploying Process Modeling and Simulation, designing and leading over 200 courses at WB/YB/GB/BB levels of Lean Six Sigma. • Arthur Andersen Big 6 consulting experience implementing Internal Audit, Process Improvement and Knowledge Transfer. • 17 years implementing Six Sigma (DMAIC), Lean, SPC, Kaizen, DFSS, DOE, QFD, FMEA, VSM, MSA & Cpk. • Industries: Aerospace, Construction, Engineering, Financial, Technology, Satellite Technology, Transportation, Government / Military, Service, Manufacturing & Community Relations, Commercial Real Estate, and multiple other industries. • Received professional Lean Six Sigma training/certifications from General Electric, ASQ, Rummler-Brache, The Lean Enterprise Institute, The George Group, and The Six Sigma Academy. • Expert at designing, developing and delivering Lean Six Sigma training. Students attending formal classroom Lean Six Sigma training delivered results in excess of $1.4B • Software - Minitab, JMP, SigmaXL, iGrafx (Simulation), Visio, QI Macros & Microsoft Office • 15+ years leadership experience as a Military Aviation Officer (Major) leading platoons, companies and battalions (S3).
    Featured Skill Business Process Reengineering
    Process Optimization
    Process Improvement
    Process Simulation
    Quality Control
    Business Analysis
    Process Design
    Lean Consulting
    Process Engineering
    Facilitation
  • $75 hourly
    • 5.0/5
    • (48 jobs)
    With a passion for clear, strategic communication, I specialize in technical writing, process analysis, and operational development across the private and public sectors, including non-profits. As the Founder of Pacific Crest Digital Solutions, my team and I work closely with organizations to identify, build, and implement effective documentation that drives efficiency, sustainability, and resilience. We aim to help transform technical and complex topics into comprehensible content that targeted audiences can easily understand. I have extensive experience with tools such as SharePoint, Zoho, Dynamics, and various LMS, CMS, and PMP systems, which allows me to create tailored solutions that enhance information accessibility and team productivity. My passion is to help empower others to achieve their goals, and I believe that the written word is an important aspect of building true growth and success. I would love to connect with others looking to enhance their strategies and operational processes for greater impact.
    Featured Skill Business Process Reengineering
    Business Process Modeling
    Process Engineering
    Procedure Development
    Process Development
    Process Improvement
    Technical Writing
    SEO Writing
    Writing
    Email Copywriting
    Procedure Manual
    Content Writing
    Copywriting
    Microsoft Excel
  • $60 hourly
    • 5.0/5
    • (8 jobs)
    I am a highly experienced freelance IT business analyst with over 20 years of successfully delivering projects. I can offer a holistic set of skills ranging from project initiation/planning through to requirements and user story definition, and supporting development and testing. Freelancing has enabled me to work for a diverse set of organisations from large corporates through to small businesses and start-ups. I love to provide a quality service and add real value through the work I deliver.
    Featured Skill Business Process Reengineering
    Requirements Specification
    System Analysis
    Robotic Process Automation
    Atlassian Confluence
    Product Requirements Document
    User Stories
    Data Modeling
    Agile Software Development
    Requirement Analysis
    User Acceptance Testing
    Business Analysis
    Business Process Modeling
    Business Intelligence
  • $95 hourly
    • 5.0/5
    • (63 jobs)
    I’m an expert-vetted integrator with 28 years of experience in operations, project management, business strategy, change management, and digital transformation. I work with startups, SMEs, creative agencies, and global enterprises to streamline operations, scale effectively, and manage change with minimal disruption. I’ve worked across finance, e-commerce, legal, tech, creative industries, and construction. My approach is straightforward—effective solutions don’t have to be complicated. I combine traditional expertise with modern tools to solve immediate challenges while preparing businesses for long-term success. How I Help Change Management & Digital Transformation Change is rarely easy, but it doesn’t have to be overwhelming. I help businesses implement new processes, adopt the right tools, and shift mindsets to improve efficiency and keep teams aligned. Scaling Startups & Driving Growth Building a startup requires more than a good idea—it needs structure and scalability. I have worked with founders to establish core values, implement workflows, and frameworks, and build tech stacks that support sustainable growth. Managing Large-Scale Portfolios & Projects I have managed portfolios worth up to £550M, overseeing hundreds of projects. My focus is on planning resources effectively, efficient and automated workflows, tracking performance, mitigating risk, and ensuring projects are delivered on time and within budget. Optimizing SMEs, Creative Agencies & Enterprises Whether simplifying workflows, aligning operations with business goals, or streamlining tech stacks, I help organizations build systems that work. The goal is to create clarity, accountability, and efficiency at every level. Notable Wins Change Management & Digital Transformation: Led the transition to centralized operations for a leading financial institution in Dubai, reducing processes from 36 to 16, implementing a PMO, and onboarding nearly 100 staff onto Monday.com. Portfolio Leadership: Managed a £550M portfolio of 375 projects, optimizing resources and ensuring timely budget-conscious delivery. Startup Scaling: Built startups from the ground up, defining core values and workflows and implementing frameworks and scalable systems. Project Recovery: Turned around a delayed £1.2B project by conceptualizing and implementing a recovery process, restructuring workflows and improving collaboration, ensuring profitability and on-time delivery. E-Commerce Growth: Project managed the launch of six websites in three languages in two weeks, increasing sales by 30% over Black Friday and Cyber Monday. Risk Mitigation: Avoided a $50,000 loss by challenging a contract breach claim, securing an Extension of Time (EOT), and negotiating a fair outcome. What I Bring I don’t just build strategies—I implement them. With a post-graduate diploma in project management, certifications in Business Process Improvement and Monday.com, expertise in ClickUp, and proficiency in Primavera P6, Asta Power Project, Notion, Miro and Asana, I focus on practical, measurable solutions. I believe that upskilling and continuous improvement to be the backbone of offering a value-added service. This sees me studying for an MBA and working towards a long-overdue PMP certification. Whether it’s scaling a startup, leading a transformation, or recovering a struggling project, I help businesses build the right systems to operate efficiently and grow sustainably. Areas of Expertise Startup Consulting Strategic & Operational Planning Project & Program Management Certified Monday.com Partner & ClickUp Specialist Digital Transformation & Change Management Business Process Improvement (BPI) EOS Implementation Operational Efficiency & Workflow Optimization Thank you for taking the time to review my profile.
    Featured Skill Business Process Reengineering
    Business Process Management
    Project Management Office
    Program Management
    Project Management
    Operational Planning
    Business Operations
    EOS
    Business Continuity Planning
    Process Improvement
    Organizational Design & Effectiveness
    Growth Strategy
    Business Analysis
    Change Management
    Strategic Planning
    Management Consulting
  • $167 hourly
    • 4.8/5
    • (72 jobs)
    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.
    Featured Skill Business Process Reengineering
    Project Plans
    Business Planning & Strategy
    Financial Planning
    Leadership Skills
    Google Workspace Administration
    Microsoft SharePoint Administration
    Financial Modeling
    Company Policy
    Design Thinking
    Business Process Modeling
    CRM Software
    Event Planning
    Intuit QuickBooks
  • $125 hourly
    • 5.0/5
    • (2 jobs)
    I have a wealth of knowledge on product launch, manufacturing and process improvement that I would love to share with you. Whether you have a process that is taking too long or is too expensive, or a large complicated launch that requires some additional support, I am here to help you! - Experienced evaluating business and manufacturing processes to identify waste and areas for improvement - I can help you understand what is required to launch physical products and execute on that plan - I can support development of products from concept through manufacturing launch, filling in the experience gaps you may have on your team - I care about doing things right the first time, but am not afraid to change course when required, fail fast!
    Featured Skill Business Process Reengineering
    Commercialization
    Kaizen
    Manufacturing Engineering
    Cost Estimate
    Continuous Improvement
    Organizational Design & Effectiveness
    Career Coaching
    Value Stream Mapping
    New Product Innovation
    Cost Management
    Lean Manufacturing
    Process Infographics
    Process Improvement
    Design for Manufacturing
    3D Modeling
  • $110 hourly
    • 4.8/5
    • (17 jobs)
    I will help you make sense of the operational issues keeping you up at night. I have been doing Business Analysis and Plan development work for over 30 years and have the business acumen, skills, and experience to add value from day one. Clients tell me that I have a unique ability to identify and articulate the "business" objectives that fuel their processes and solutions. As a result, I'm able to help research and specify transformative improvements. And, because improvements require investments, I have extensive experience building business cases and financial models needed to prioritize and identify funding requirements, making it easier for you to decide what works for your budget and timeline objectively. Depending upon the stage of growth and the scope of the project I might be delivering: • Business Models • Business Plans • Target Business Architectures • Solution Roadmaps • Process Diagrams • Business Requirements Documents • 3rd Party Software Analysis and Vendor Recommendations • Business Cases and Funding Requests / Pitch Decks Here are some comments from past clients. "(Keith) is an able communicator with the ability to help individuals and organizations discuss changing landscapes and business evolution in order to assess organizations objectively." Chris Marshall - CEO, ECCO Safety Group. "(Keith is) a visionary and strategic thinker. He is a leader that really drives the organization to think about how to do things differently from both a process and a solutions perspective. Keith thoroughly understands how to optimize an organization and how to plan the transition over a period of years." Debra Ryan - Director, HP "His creativity, dedication and will to win drive amazing improvements across the enterprise, and his passion for customers is exemplary. " Lucille Trickett - Director, HP
    Featured Skill Business Process Reengineering
    Project Management
    Business Cases
    Budget Management
    Market Research
    Business Plan
    Requirement Analysis
    Business Consulting
    Strategic Plan
    Digital Transformation
    Business Process Modeling
    Business Analysis
  • $160 hourly
    • 5.0/5
    • (340 jobs)
    I am a business financial and strategic growth advisor. My clients are owners of startup and small businesses, nationwide. My services include: • Business growth and execution coaching. • Start-up guidance, coaching, and advisory. • Business plans. • Financial modeling, forecasting, budgets, and projections. • M & A assistance, including due diligence and business valuation. • Capital raising/financing assistance. • Strategic planning. • Exit planning and sale readiness. • Special financial and business projects. * Fractional CFO. I have done extensive work with the following industries: • Technology and SaaS. • E-commerce and retail. • Service businesses, both B-to B, and B-to C. • Health care. • Real estate and construction. • Manufacturing, and wholesale/distribution. I understand business models, strategy, execution, and scale. And how to improve marketing, business development, sales, culture, accounting, finance, and operational processes. ABOUT ME: I have years of experience, first as a partner at two major CPA firms, then in my own management consulting firm. I have had the experience of running business units, turning around an unprofitable office, and growing new practice areas. For more information on my clients, testimonials, experience and background please look at my website, which has a link in the portfolio section of the profile. Also, in the short video posted here I talk about my approach to small business growth coaching.
    Featured Skill Business Process Reengineering
    Budget Management
    Capital Markets
    Business Coaching
    Process Improvement
    Startup Consulting
    Business Valuation
    Mergers & Acquisitions
    Business Plan
    Strategic Plan
  • $110 hourly
    • 5.0/5
    • (59 jobs)
    13+ years in Business Management and Operations🚀Expert in 30+ CRMs, project management and automation tools 💪 Verified consultant-partner by Clickup, Monday, Clio, Notion, Hubspot, Asana 🔥 ✅Process and workflow setup in ClickUp, Monday.com, Clio, Hubspot, Notion, Jira, Asana ✅Business Operations management, Workflow and process design, Creation and integration of SOPs ✅Business process automation in CRMs, Project Management tools, AI software ✅Change strategy and management, team guidance through change ✅Agile Project evaluation, estimation, workflow creation and Sprint setup ✅Ongoing team coordination, Time management, Productivity analyzes ✅Hiring, team onboarding and training ✅Reporting Why should you consider my candidacy? ✔️Certified partner with Monday, ClickUp, Clio and other tech companies ✔️13 Years work experience in management positions ✔️200 + sized international team management experience ✔️300 + successfully completed projects ✔️Deep understanding of Scrum Framework and practices ✔️ Productivity, Proficiency, Strict Time Management ✔️Flexible availability Thanks for coming this far exploring my profile 😎👌 By choosing me, you're partnering with a verified expert in business operations and automation, with a proven track record of optimizing workflows in top platforms like ClickUp, Monday.com, and Clio. 13+ years of experience managing international teams and completing 300+ projects ensure that your processes will be efficient, productive, and tailored to your needs. Whether you need management consulting, business consulting, software setup, project management, SOP integration, or business process automation, I bring the expertise and flexibility to drive your success. My passion towards management combined with problem-solving mindset, excellent communication abilities and military organizational skills have helped me setup and manage different projects through all my career. I have worked in both small and big teams in local companies, as well as managed international teams remotely through several time zones. For any more questions or personal revelations just shoot me a message, I am always ready to help a prospective project!
    Featured Skill Business Process Reengineering
    CRM Automation
    CRM Software
    Themis Solutions Clio
    Management Skills
    Operations Management Software
    Business Management
    Business Operations
    ClickUp
    Notion
    Startup Consulting
    Project Management
    Team Management
    Business Coaching
    Product Management
    Management Consulting
  • $85 hourly
    • 5.0/5
    • (74 jobs)
    KPMG experienced financial consultant skilled in Business Planning, Operational Excellence and Performance reporting. Expert-Vetted by Upwork making 1% of Top freelancers on the platform. I am proficient in MS Office tools and Tableau software, providing high value analysis which serve as a basis for decision making. Relevant experience includes conducting various financial/business analysis, financial modelling and forecasts for different projects and purposes, design of management reporting packages and visualisations.
    Featured Skill Business Process Reengineering
    Microsoft Excel
    Financial Report
    Data Analysis
    Tableau
    Business Plan
    Business Intelligence
  • $200 hourly
    • 4.9/5
    • (63 jobs)
    I am your quintessential Integrator and Driver—your company's backbone and forward force. As an Integrator, I excel in creating harmony within the leadership team, ensuring that vision aligns with execution. I am the linchpin that holds the fabric of the organization together, responsible for operationalizing the business plan and delivering on the P&L. My role is pivotal in fostering clarity, ensuring effective communication, and maintaining organizational consistency. Leveraging logic and a results-driven approach, I adeptly navigate the myriad ideas of visionaries, translating them into actionable plans that resonate with the detail-oriented minds of technicians. My unique ability lies in bridging the gap between grand visions and the granular details necessary for their realization, making me an indispensable asset in translating ideas into tangible outcomes. As a Driver, my approach is action-oriented and task-focused. I thrive in environments that demand direct communication, confront challenges head-on, and prioritize urgent, adaptive planning. My learning style is active, favoring a holistic understanding that keeps the bigger picture in focus. I am motivated by practical applications of knowledge, with a penchant for inventive and pragmatic solutions. My adventurous spirit draws me to roles that not only challenge but also leverage my assertive and risk-taking traits. I excel in competitive settings, especially those that call for leadership, persuasion, and the management of ideas and people. My ideal workplace is structured and organized, clear in its authority lines and goals, with a definitive focus on results. I value positions that allow me to influence and drive towards organizational success, appreciating roles that grant me the opportunity to debate, manage, and present. My decision-making is guided by rational thinking and a reliance on facts, preferring objective analysis over subjective judgment. This analytical prowess enables me to evaluate strategies logically, choosing the most effective path with decisiveness and composure. In summary, I am a dynamic leader—straightforward, self-reliant, and focused on practical achievements. My leadership style is geared towards influencing and managing teams towards achieving organizational objectives. I thrive on challenges that offer status, authority, and the opportunity to lead with innovation. My ideal work environment is one where competition is healthy, success is measured by performance, and contributions are recognized and rewarded.
    Featured Skill Business Process Reengineering
    EOS
    Business Writing
    Startup Consulting
    Marketing Management
    Business Process Model & Notation
    Marketing Advertising
    Business Strategy
    Sales & Marketing
    Business Plan
    Business Development
    Business Analysis
  • $50 hourly
    • 4.7/5
    • (173 jobs)
    Process mapping expert (Visio, Lucidchart, Google Draw, draw.io and yEd Graph Editor) with over 20 years of business experience in a broad array of roles: process management, user requirements gathering, systems and database design, and insurance claims analysis, among others. Technical writer and editor with an M.S. in Technical Communication and advanced Word, Excel, and HTML skills. Specializes in policies & procedures and user manuals.
    Featured Skill Business Process Reengineering
    Process Flow Diagram
    Process Design
    Process Modeling
    Lucidchart
    Microsoft Word
    Microsoft Visio
    Fillable Form
    Flowchart
    Documentation
    Business Process Management
    Business Process Modeling
    Proofreading
    Technical Writing
    Technical Editing
  • $45 hourly
    • 5.0/5
    • (25 jobs)
    ***PROFILE SUMMARY*** -5.5 years of experience in IT Business Analysis - Facilitates practical Problem Analysis, leading to articulating the problems at hand, and therefore enabling effective prioritization. Believes that "understanding the problem is half the solution". - Specializes in Requirements Elicitation, Analysis, Specification, and Management in developing functional requirements, in various formats, for the following application domains: (1) AI-driven applications, (2) Generative AI Projects, (3) Web & Mobile Apps, (4) e-commerce, (5) UI/UX Design-heavy applications, (6) Data analytics/reporting-heavy applications, (7) Backend jobs/applications utilizing REST API to perform tasks behind the scenes, and (8) Robotic Process Automation ***CREDENTIALS*** -Certified as a Professional Scrum Product Owner -Utilizes background in computer programming and UX to efficiently clarify requirements and communicate effectively with development teams ***CORE BA SKILLS INCLUDE*** - Stakeholder Management - Conflict Resolution - Requirements Engineering --Collaborates with project stakeholders to elicit, analyze, and specify requirements in various formats complying with industry best practices, such as, but not limited to: (1) use cases, (2) epics, and user stories, and (3) BRD, FRD, SRS, etc - Employs various techniques to elicit and discover requirements jointly with the Stakeholder, such as, but not limited to: (1) Prototyping using low fidelity(LoFi) mockups, (2) interacting LoFi mockups, (3) diagrams, (4) interviews, and (5) emails, and surveys -Conversant in software development, and technical parlance, enabling him to more efficiently work closely with development teams to create, refine, prioritize, and deliver requirements leading to optimal solutions. ******************************** I can offer you these services: 1. Elicitation of requirements - Why do you need the new feature? What will it be for? What will happen if we don't implement it? - I ask probing questions to elicit user needs, and turn them into requirements. 2. SR Doc (service request document) - I will provide artifacts that will guide the work of the developers, and designers. This will serve as their reference and a basis on which their code and design will be based. 3. UX design improvements suggestion - I don't suggest arbitrarily. I avoid my own biases when it comes to design. What I do is talk to your customers, or users, ask them probing questions, come up with a suggestion, and get their feedback. Interview -- Suggestion -- feedback -- iterate. 4. Wireframes - right now I can't provide Photoshop files. But these files are usually made by User Interface(UI) designers who are better at color palettes and hues. We can talk more about this. 5. Software testing - I can also test the newly-introduced feature/s to make sure they are developed. ********************** Hi Dear Client, Please don't hesitate to let me know if you need something, or if you think we can work together. I'd be very happy to schedule a call for you so we could discuss things further. Sincerely, Raymond Led E. Carasco
    Featured Skill Business Process Reengineering
    Business Process Model & Notation
    Business Analysis
    UI/UX Prototyping
    Business Process Modeling
    Agile Project Management
    User Stories
    Scrum
    Requirements Specification
    Swim Lane Diagram
    Requirement Analysis
    Requirement Management
    Wireframing
    Software Specifications
    Technical Documentation
    Technical Writing
  • $56 hourly
    • 4.8/5
    • (77 jobs)
    Hi there! I’m Sanya, and I help businesses save time, reduce manual work, and achieve operational excellence through tailored process optimization and smart systems. With over 5 years of experience as a business analyst and project manager, I’ve worked with clients across industries like Marketing, Real estate, Law, FinTech, Software Development, and Engineering, delivering solutions that improve efficiency and boost results. As a verified ClickUp Expert, I specialize in setting up and optimizing management systems. Here’s what I can do for you: 🔷 Process Optimization - Analyze workflows to uncover inefficiencies - Build automation with tools like ClickUp, Make.com, and Zapier - Develop step-by-step SOPs and process maps for clarity 🔷Training & Documentation - Create clear, effective training materials and explainer videos - Conduct engaging employee onboarding sessions 🔷Project & Operations Management - Streamline task and project management for on-time delivery - Define KPIs, build dashboards, and provide actionable insights My solutions have helped businesses reduce workload by up to 29% and improve task management efficiency by 50%. If you're ready to transform your operations, let’s connect. Share your biggest challenge, and I’ll design a solution to move you in the right direction.
    Featured Skill Business Process Reengineering
    Change Management
    Training Design
    Business Analysis
    Microsoft Excel
    Data Analysis
    KPI Metric Development
    Process Engineering
    Automated Workflow
    Growth Strategy
    Strategic Planning
    ClickUp
    Digital Project Management
    Automation
    Process Optimization
  • $150 hourly
    • 5.0/5
    • (49 jobs)
    ✔️ 4600+ hrs trusted by 60+ Upwork clients ✔️ Business Coach who specializes in Performance Enhancement and Operations and Processes Optimization. I help design systems out of the right people, processes and tools. ✔️ 12+ years building software products, organizing marketing and development teams and process optimization ✔️ Marketing agencies scaling specialist with a proven track record of 5Xing multiple agencies Irina.VIP ✔️ Founder of TrackMage and GroupDoorman software companies Are you a ➡️ software product company ➡️ marketing or a development agency ➡️ a coaching business ➡️ or an ecommerce company? Do you want to optimize and scale your operations? 5x your teams' capacity for bigger projects without losing your mind in the process? Can you relate to some of the below statements? ❓ You have a shiny new service / website idea, but you have no clue where and from what to start ❓ You spend too much on development or setup without getting any tangible results ❓ Your project budget looks like a black hole constantly sucking in more money and people ❓ It feels like you are firefighting all the time instead of delivering value to your customers ❓ You want the processes in your company to work seamlessly and, ideally, automatically, instead there’s too much back and forth, a lot gets lost in translation and you have too many human errors If you recognize yourself at least in one of those, then you’ve come to the right place! I have the skills, knowledge, and experience to set up and manage the processes needed to empower a successful organization. At the end of the day, I offer organizations a controllable workflow for projects that are on the budget, on time and always successful. Certifications: SAFe Implementation Consultant (SPC) Certified Scrum Master Certified LESS Practitioner ACTP (Accredited Coach Training Program) by ICF (International Coaching Federation) graduate Liberating Structures facilitation expert "Leadership and Burnout: Leaders' and Teams' Energy" certified Lean Six Sigma Green Belt Case studies: Agency from Portland In a half a year I helped a small marketing agency turn into a beautiful money-making machine with the owner not changing his lifestyle a bit, he still travels every 2 months to different countries. Now he's traveling the world, while the teams work on delivering 3+ 15000 USD projects. Previously on average the projects were only 3000 USD. Agency from Dubai I helped them realize that their team didn't only consist of 5 account managers, but it also included all their freelance talent. We've structured a sustainable system for managing customers expectations, discussing priorities and delivering everything on time in short 1-week iterations. Dropshipping business: I helped them sort their hiring, onboarding, fulfillment, customer support and daily operations workflows. In the end, they increased their business velocity, the CEO was able to step away from the endless firefighting and get more business-critical deliverables completed in time. What results can you expect from working with me? We will: 🏆 Systematize and optimize all the processes in your company with automation and delegation, 🏆 Define the bottlenecks and see what's holding you back from getting to the next level, 🏆 Create a setup with self-managing teams that will free your time to focus on needle-moving activities NEXT STEP: Let's see if we are a good fit to work together, contact me for the first free 30-minute consultation.
    Featured Skill Business Process Reengineering
    Project Management
    Executive Coaching
    Leadership Skills
    Scrum
    Team Alignment
    Process Improvement
    Organizational Design & Effectiveness
    Management Consulting
    Digital Transformation
    Kanban Methodology
    Agile Project Management
    Team Management
    Jira
  • $85 hourly
    • 4.1/5
    • (68 jobs)
    Unlock Your Business Potential: Toronto-Based No-Code Expert Turning Your Workflow Woes into Growth Opportunities. Feeling stuck due to inefficient processes? I specialize in transforming those bottlenecks into avenues for growth. Starting with stakeholder interviews, I pinpoint your pain areas and then design custom databases, workflows, and interfaces to solve them. I automate the repetitive, freeing your team to excel where they truly shine. And I'm not just a 'set it and forget it' consultant; I offer full training, onboarding, and ongoing support to ensure a seamless transition. Here's a snapshot of my impact in 6000+ hours of no/low-code consulting: - Digital Transformation for a Real Estate Firm: Built an Airtable-powered workflow and dashboards, cutting turnaround time in half. - Recruiting Firm Revolution: Automated a workflow integrating Twilio, Calendly, Stacker, and Airtable, enabling the handling of 7000+ resumes and hiring 400+ resources with just 2 admin staff in a year. - AI-Driven Lead Management: Created an AI-based auto-responder and priority classifier, reducing response time and increasing win rates from 11% to 20%. My Toolkit: Airtable, Make.com, Softr, Bubble, Internal, Tableau, Trello, Typeform, Jotform, and more. If it has a public API, I can integrate it. Ready to turn your workflow inefficiencies into growth catalysts? Let's redefine your success story. Start by diving into my case studies at vikasvimal.com/case-studies and dropping me a note here on Upwork.
    Featured Skill Business Process Reengineering
    ChatGPT
    Process Improvement
    Asana
    Web Application
    Customer Relationship Management
    Data Migration
    Automation
    System Automation
    Order Processing
    Automated Workflow
    Airtable
    Business Process Automation
    Project Management
    API
  • $65 hourly
    • 4.9/5
    • (67 jobs)
    I am a Zoho Authorized Partner with expertise in most Zoho applications. I implemented the Zoho platform for various industries such as finance, technology, service, and retail. Zoho provides a unique platform that enables a business to succeed without the need for complicated and costly software development. This is the key reason why I have chosen Zoho. Over the past year, I have completed Zoho implementations for more than 20 businesses such as a synthetic turf sales and installation company, an online medication prescriptions service, an office cleaning service, a breast cancer support network, and a dog park bar/restaurant). I am an expert in integrating and building customized client solutions. I also have extensive experience in sales management, data analytics, and fine-tuning operational processes. I pride myself on finding the most cost-effective solutions to any opportunity.
    Featured Skill Business Process Reengineering
    Customer Relationship Management
    Analytics
    Business Operations
    Business Analysis
    Sales Operations
    Microsoft Dynamics CRM
    Data Modeling
    Zoho CRM
    Web Design
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