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Operations & Systems Specialist | SOPs • Process Improvement • Team Workflows I help founder-led teams streamline operations, align workflows, and implement systems that reduce day-to-day chaos. Growing businesses don’t usually struggle because of bad ideas — they stall because operations get messy, workflows live in too many places, and there is a centralized bottleneck. That’s where I come in. I work as a Fractional Operations Partner for founder-led teams that need more structure, clearer workflows, and stronger execution, without hiring a full-time operator. My approach is both strategic and hands-on. I don’t just recommend improvements — I help implement systems your team will actually use. What I Help With • SOP development and documentation • Workflow and process optimization • Cross-department coordination • Meeting and leadership cadence cleanup • Task and accountability systems • Hiring pipeline organization • Inventory visibility processes • Operational “cleanup” during growth phases • AI-assisted workflow improvements (when appropriate)

I'm a Fractional COO and Systems Architect with 10+ years across regulated industries — mortgage finance, agriculture, manufacturing, and small-to-mid market companies. I design and build the operational backbone — SOPs, policy frameworks, and the data systems — that lets leadership stop firefighting and start scaling. My sweet spot is the bridge stage: companies that have outgrown manual processes and QuickBooks but aren't ready to commit to a $50K SaaS migration. I build the audit-ready SOPs, the ERP-style spreadsheet systems that handle real operational complexity, and — when the work calls for it — hosted backends in PHP and Supabase. I use AI throughout to accelerate the work without compromising rigor. WHAT I ACTUALLY DO FRACTIONAL COO & OPERATIONS LEADERSHIP Hands-on operational ownership for founders who've outgrown founder-mode. I bring structure to teams, processes, and reporting — and I lead the change management work that gets it adopted. I work in the system, not just on it. Particularly effective for regulated startups and growth-stage operators who need a senior operator before they can hire one full-time. Result: Decisions get made on real data, not on hunches and inboxes. SOPs, POLICY & COMPLIANCE DOCUMENTATION The audit-ready playbook your operators actually follow. Standard Operating Procedures, training frameworks, quality control structures, mock-audit programs, and GMP-aligned protocols for high-stakes regulated environments. I design workflows where the right way to work is the easiest way — so consistency holds without constant enforcement. Result: Seamless onboarding, reduced training cost, scalable execution. ERP-STYLE SYSTEMS ARCHITECTURE Complex spreadsheet systems that function as a working ERP — scoring engines, inventory and pipeline tracking, financial models, operator dashboards. When scale demands it, I migrate the same architecture to a hosted backend (PHP, Supabase, Google Apps Script) so the system keeps growing with the business. Result: A unified source of truth, sized to your stage, with a clear path to where you're going. AI-AUGMENTED WORKFLOWS & DATA INTELLIGENCE AI built into the operational design — prompt libraries for SOP and document drafting, AI-assisted review pipelines, model-in-the-loop scoring and decision support. Plus the reporting layer: Looker Studio dashboards, GA4, advanced Excel/Sheets financial models. Result: Senior-operator tasks run reliably in minutes, with real-time KPI visibility on top. PROVEN IMPACT Designed and built a multi-user ERP-style operations system end-to-end — spreadsheet bridge, hosted backend, scoring logic, calibration engine, operator dashboards Authored end-to-end SOPs and audit frameworks for high-stakes regulated startups Cut operational overhead by 20% via JIT procurement redesign and workflow automation Drove a 30% productivity lift across cross-functional teams through systems integration Transitioned startups from founder-dependent chaos to 24/7 production environments 506 Upwork hours, 5.0 client review, Rising Talent SMALLER ENGAGEMENTS For shorter windows of work, I take scoped hourly engagements that draw on the same playbook — building out a single SOP set, cleaning up a CRM after a migration, leading change management through a transition, prepping a regulated business for an internal audit or compliance review, or embedding an AI workflow into an existing operation. Smaller scope, same operator. TECH STACK Google Workspace pro — Sheets, Docs, Apps Script, Looker Studio Excel power user — complex financial models, CSE arrays, multi-sheet architecture Backend & custom tooling — PHP, Supabase, Google Apps Script (when scope warrants a hosted build) Operations platforms — tool-agnostic; sheets-first foundation, with backend layered in when the work calls for it AI workflows — Claude, GPT-4, prompt engineering, retrieval/RAG Industries — Mortgage Finance, Agriculture/CEA, Manufacturing, Regulated SMB HOW TO WORK WITH ME Click "Invite to Job" and tell me what's breaking. Whether you need a Fractional COO embedded for months, a single SOP set built right the first time, or operational infrastructure that grows with you — that's where I work.

I am a 𝗣𝗿𝗼𝗰𝗲𝘀𝘀 𝗜𝗺𝗽𝗿𝗼𝘃𝗲𝗺𝗲𝗻𝘁 𝗮𝗻𝗱 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 with over 𝟴 𝘆𝗲𝗮𝗿𝘀 of experience driving operational excellence, optimizing workflows, and implementing data-driven process solutions across industries. My expertise lies in 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗣𝗿𝗼𝗰𝗲𝘀𝘀 𝗠𝗮𝗽𝗽𝗶𝗻𝗴, 𝗣𝗿𝗼𝗰𝗲𝘀𝘀 𝗥𝗲-𝗲𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝗶𝗻𝗴, 𝗦𝗢𝗣 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁, 𝗮𝗻𝗱 𝗖𝗼𝗻𝘁𝗶𝗻𝘂𝗼𝘂𝘀 𝗜𝗺𝗽𝗿𝗼𝘃𝗲𝗺𝗲𝗻𝘁 using methodologies such as Lean Six Sigma (Green Belt) and Project Management best practices (CAPM Certified). I help organizations streamline their operations, improve productivity, and reduce costs through structured process analysis and optimization. My approach is hands-on, analytical, and results-oriented — ensuring every engagement delivers measurable value. ✅ 𝗞𝗲𝘆 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 𝗔𝗿𝗲𝗮𝘀: Business Process Analysis & Optimization SOP Design, Documentation & Implementation Workflow Mapping (BPMN, SIPOC, Value Stream Mapping) Lean Six Sigma Process Improvement (DMAIC, Kaizen, Root Cause Analysis) Risk Analysis & Mitigation Planning Process Automation and Standardization Data-Driven Decision Making Project Coordination & PMO Support Performance Reporting & Continuous Improvement ✅ 𝗧𝗼𝗼𝗹𝘀 & 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺𝘀: Asana | JIRA | MS Office Suite | Visio | Lucidchart | Tableau | Confluence ✅ 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀: Certified Associate in Project Management (CAPM) – PMI Lean Six Sigma Green Belt – University of Washington Google Project Management Professional – Google Data Visualization with Tableau – UC Davis ✅ 𝗪𝗵𝗮𝘁 𝗜 𝗢𝗳𝗳𝗲𝗿 𝗼𝗻 𝗨𝗽𝘄𝗼𝗿𝗸: SOP Writing & Process Documentation Business Process Mapping (As-Is / To-Be) Process Audits & Workflow Optimization PMO Setup & Project Coordination Support Process Gap Analysis & Standardization My goal is to help your business operate smarter, faster, and leaner by simplifying complex workflows and implementing scalable process frameworks. If you’re looking for a professional who combines analytical precision with execution excellence, let’s collaborate to build efficient, well-documented, and optimized business processes.

I turn messy business operations into clean, documented systems. SOPs, trackers, CRM cleanups, and research briefs, delivered fast and async so they fit around your schedule. I bring corporate process rigor to small-business chaos, with AI-assisted speed that gets work back to you quickly and accurately. By day I work in accounts receivable operations at a Fortune 500 company, managing high-volume invoice processing, reconciliation, and cross-functional coordination. Outside of that I've built operational systems from scratch including SOPs, multi-platform email infrastructure, CRM workflows, and fulfillment processes for small businesses. Best fit for: SOP and process documentation, competitive and market research briefs, custom Google Sheets trackers and dashboards, data cleanup and organization, CRM updates, and general operations support. I'm responsive, detail-oriented, and I deliver on time. Business degree with an entrepreneurial studies minor.

I help businesses turn unclear workflows into structured operating systems teams can actually run. Most companies don’t struggle because people don’t work hard — they struggle because work flows through informal decisions, inconsistent handoffs, and undocumented assumptions. I specialize in mapping how work actually gets done and turning it into clear, measurable operating processes. My work focuses on operational clarity, not just documentation. Clients use my process maps to improve delegation, reduce rework, speed onboarding, and identify where execution breaks down. What I do best • Map workflows using swimlane diagrams and operational flowcharts • Identify bottlenecks, rework loops, and unclear ownership • Document SOPs and operating procedures teams actually follow • Clarify handoffs between roles, teams, and departments • Define KPIs that measure whether processes are working Typical projects Clients hire me to: • Map how work actually flows across teams • Document core operational workflows (sales, delivery, onboarding, billing) • Turn tribal knowledge into structured operating processes • Identify breakdowns in handoffs and ownership • Create process visibility for leadership decision-making How I work I typically begin with a short discovery phase to understand how work actually flows today. From there, I map the current-state workflow, clarify ownership and handoffs, and create structured documentation your team can use immediately. When needed, I also define the metrics that show whether the process is working — so issues are identified early instead of after problems compound. My goal is simple: create operational clarity so work runs consistently without relying on heroics. Tools Microsoft Visio Lucidchart Miro Google Docs Notion BPMN frameworks If your workflows are unclear, inconsistent, or dependent on tribal knowledge, I can help you bring structure quickly.

I help businesses get their operations out of people's heads and into systems that actually work — through SOPs, process maps, and workflow documentation that stick. 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’m also currently engaged as a Business Analyst on a large-scale enterprise consulting project (details under NDA), leading discovery, risk and bottleneck analysis, process improvement, and user story development — so this isn’t just past experience, it’s live, current work. 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 (Lucidchart) — Workflow audits with prioritized recommendations — Excel & Access dashboards, trackers, and databases — Cross-functional coordination and operational reporting I offer fixed-price catalog projects for SOPs, workflow audits, and operations starter packs — so you know exactly what you're getting before we start. I work fast, communicate clearly, and deliver things that get used. Based in Maine, available across US time zones. If that's what you need — let's talk.