Most PMOs produce reports. I build the systems that produce decisions.
After 12 years running project controls on programs from $60M to $400M (EPC, construction, SaaS, ERP), I've seen the same pattern: PMOs that track everything but influence nothing. Executives get slide decks. Nothing gets decided.
I come in, find the real gaps, and build governance frameworks, executive dashboards, and AI-powered PMO systems that leadership actually opens on Monday morning.
What I build:
→ PMO governance from scratch: RAID logs, intake processes, change control workflows, RACI charts, and templates teams actually use (not bypass)
→ Executive dashboards (Power BI + Smartsheet) with live CPI/SPI, S-Curves, risk heatmaps, and one-page flight plans
→ AI-powered PMO operating systems: automated status synthesis, risk flagging, and reporting via Make + Claude API
→ Integrated master schedules in Primavera P6 and MS Project: from 25-project construction portfolios to 5,000-task EPC programs
→ EVM reporting (CPI, SPI, variance analysis) that finance and executives can read without a translator
At Algonquin College, I built the PMO governance framework for a $75M ERP transformation across 7+ workstreams, eliminated 10+ hours per week of manual reporting, chaired the Change Control Committee, and integrated MS Project, SharePoint, JIRA, and Excel into a single reporting system.
Over the past year I've extended this work into small businesses and SaaS development companies, teams that need the same discipline but with a lean approach. For these clients I typically deploy Smartsheet or Asana as the operating backbone, scaled to fit the team size and budget without the enterprise overhead.
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How I work:
I don't need 3 weeks of onboarding calls before I start.
I diagnose fast, build faster, and hand off with documentation your team can actually use.
Week 1 - Diagnostic: I find the real problems, not just the obvious ones.
Week 2–3: Build: governance frameworks, dashboards, automation, schedules.
Delivery: A working system, full handoff documentation, and a 30-minute walkthrough call.
Everything is deliverable-driven and async-friendly.
If you want structured weekly check-ins, I build those in. If you prefer async-only, that works too.
I respond within 12–24 hours and communicate in plain language, no consultant-speak.
Not sure if this is the right engagement? Start with the Free PMO Health Check [link in profile] before you commit to anything.
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What clients say:
"Grateful for Amir's expertise in all things PMO, governance and the hands on ability to demonstrate how to execute. The most difficult challenge at Algonquin was controlling the hybrid approach which included getting change management buy-in for the various ceremonies, multiple control tools (vendor/3rd party included) such as MS Project/Project Server, SharePoint, Jira, Service Now, SmartSheets and Azure DevOps. Amir is tremendously skilled in monitoring the governance impacts in near real time and making the necessary adjustments for delivery.
I always think of Amir for his early consultation when I need to approach a new engagement. Thanks Amir!"
Sam Wong - Algonquin College
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"Amir has been working with our organization "PAND Settlement Service" for the past six years in various capacities, including five years as a strategic advisor and board member, where he played a key role in building the governance backbone of our organization. His strategic mindset, structured approach, and ability to translate complex project data into clear executive direction have significantly strengthened our operational efficiency and long-term planning.
In addition to his leadership contributions, Amir has delivered high-impact PMP, Excel, and Project Management workshops for our community and designed a comprehensive Educational Email Course for our employment program, all of which received remarkable feedback. Most recently, as a member of our Board of Directors, he continues to advise at the executive level, providing valuable insight on organizational roadmap development and strategic growth."
Kaveh Shakouri - Board Member at PAND Settlement Services
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PMO implementation | PMO governance | executive dashboard | Power BI | Smartsheet | project controls | Primavera P6 | MS Project | earned value management | EVM | integrated master schedule | critical path analysis | RAID log | change control | AI automation | Make | PMO health check | portfolio management | EPC project management | construction scheduling | ERP implementation | project management consultant | PMP | governance framework | risk management | business analysis | process mapping | PMO setup | project portfolio management
Change Management
Project Management Office
Microsoft Project
Primavera P6
Project Schedule & Milestones
Project Scheduling
Portfolio Management
Risk Management
S-Curve Graphs
Analytics Dashboard
Corporate Governance
Microsoft Power BI
Smartsheet
Make.com
RAID Administration
Data Integration
Project Management Professional
Agile Project Management
Critical Path Analysis
Project Budget
Divine Grace O.
Marilao, Philippines
$45/hr
4.9
54 jobs
Your agency has grown. But if every important decision, approval, or client issue still lands on your desk, growth will eventually become a bottleneck.
I help founder-led agencies build operations that run with clarity, accountability, and predictable execution, without relying on the founder to manage everything.
With 7+ years of experience in business operations and project leadership, I step in when:
• The founder is still acting as the default project manager
• Projects slow down because approvals and follow-ups are inconsistent
• Team ownership and accountability aren't clearly defined
• Client delivery becomes more difficult as new accounts are added
• Systems are fragmented, overly manual, or underutilized
• The business needs an operator who can lead strategy and execution
SELECTED RESULTS
**ANGL Creative**
Replaced founder-dependent operations with a centralized ClickUp operating system spanning sales, hiring, client delivery, finance, and AI governance. Built a structured hiring pipeline that processed 1,000+ Upwork applications, documented 74 SOPs, standardized the client lifecycle through a reusable 19-task delivery template, and reduced founder involvement in hiring to a single approval point.
**RiseWise Coaching**
Built and managed the company's operating system during a period when monthly revenue grew from approximately **$46K to $199K**. Reduced repetitive manual work by **60%** while increasing Instagram DM discovery calls from **45 to 96** through workflow automation, qualification systems, structured follow-ups, and KPI tracking.
**DTC Nova**
Designed and implemented 7 AI Super Agents, 10+ automated workflows, 14+ KPI and reporting systems, and 8+ SOPs across ClickUp, Clockify, Slack, and Google Workspace. Improved visibility across capacity planning, overdue work, reporting, communication standards, compliance, and creative production.
HOW I CAN HELP
• Fractional COO and operations leadership
• Operational audits with 30-60-90 day execution roadmaps
• ClickUp setup, optimization, and workspace restructuring
• Process mapping and SOP documentation
• Team structure, hiring, onboarding, and accountability systems
• Client onboarding, delivery, reporting, renewals, and offboarding
• KPI dashboards, forecasting, and capacity planning
• CRM implementation, workflow automation, and AI-powered operations
• Ongoing operations and project management
MY APPROACH
I don't build systems that look impressive but get ignored.
I identify what should be automated, delegated, documented, simplified, or eliminated. Then I lead implementation, assign ownership, train the team, and ensure the system becomes part of how your business operates every day.
I'm also the founder of Grace in Motion, an outsourced operations agency.
I personally lead operational strategy, systems architecture, implementation, and executive decision-making. When additional execution capacity is needed, Grace in Motion provides project managers, operations specialists, executive assistants, and automation experts to help implement and maintain the systems we build.
I primarily partner with agencies through fractional COO and ongoing monthly retainer engagements.
If you're scaling and your operations are starting to hold the business back, send me your current team structure, scope of work, and biggest operational bottleneck. I'll tell you where I'd start.
Change Management
Operations Management Software
Business Operations
Business Process Management
Project Management
Business Process Automation
Process Improvement
ClickUp
Team Management
Strategic Planning
Business Consulting
Performance Management
CRM Automation
Zapier
Project Planning
Client Management
Artificial Intelligence
Process Documentation
HighLevel
Automated Workflow
Tanvi S.
Philadelphia, Pennsylvania
$35/hr
4.9
118 jobs
🌟 Dr. Tanvi Sachar
PMP Certified Project Manager with 18 Years of Experience
Certified Monday Consultant and Systems Architect
• 🏆 PMP Certified with 18 years of project management experience
• 🚀 125+ full Monday implementations delivered
• 💼 $400K+ in Monday professional services delivered through Upwork and private clients
• ⭐ Consistently five-star client feedback
• 🇺🇸 75 U.S. clients served, plus multiple across Europe
• 🌍 Experience across more than fifteen industries
• 🤝 Supported by an internal team of six specialists for fast, high-quality delivery
I do not simply set up project management or CRM systems, but I also...
I design and build complete business operating systems in Monday that remove manual work, give leadership real visibility, and keep teams aligned without chaos.
With 18 years of project management experience and PMP certification, I bring both strategic execution discipline and deep Monday technical expertise to every implementation.
I stay personally involved in every project.
The difference is simple: expert strategy plus a skilled delivery team, not a random freelancer or a one-size-fits-all agency.
💡 What I bring to your organization
🧠 Strategy-first system design
I start with business process consulting, not features. You get structured workflows, clean data models, and scalable architecture instead of brittle templates.
⚙️ Technical depth
Advanced automations and integrations using Make, Zapier, n8n, and APIs. I routinely consolidate five or more disconnected tools into one operational backbone.
📈 Full lifecycle delivery
Process mapping, architecture, automations, dashboards, onboarding, documentation, and long-term support.
🏆 Proven results
More than 78 implementations across construction, manufacturing, insurance, legal, agencies, SaaS, field operations, wholesale, and more.
Most clients return for multiple follow-on projects.
🎯 What you get working with me
• 📊 Executive dashboards with real-time, decision-ready insights
• ⚡ 50–80% reduction in manual work through automation
• 📈 A system that scales as your team grows
• 📚 Clear documentation so your team stays empowered after handoff
❌ Not a fit for
• 💸 Cheap quick builds
• 🧱 DIY duct-tape setups
• ⏱️ Shortcut-driven projects
✅ A strong fit for
• 👔 Founders, directors, and operations leaders
• 📉 Teams outgrowing spreadsheets and fragmented tools
• 🧠 Companies ready to make Monday their operational backbone
Project Workflows
Operations Management Software
Software Architecture & Design
CRM Automation
CRM Development
CRM Software
Workforce Management
Business Innovation
Digital Marketing Management
Digital Marketing Strategy
Implementation
Basit S.
Islamabad, Pakistan
$15/hr
4.9
243 jobs
𝐅𝐫𝐚𝐠𝐢𝐥𝐞 𝐜𝐡𝐚𝐨𝐬 𝐩𝐫𝐞𝐭𝐞𝐧𝐝𝐢𝐧𝐠 𝐭𝐨 𝐛𝐞 𝐜𝐚𝐥𝐦? 𝐈 𝐭𝐮𝐫𝐧 𝐭𝐡𝐚𝐭 𝐢𝐧𝐭𝐨 𝐟𝐥𝐨𝐰 𝐂𝐥𝐢𝐜𝐤𝐔𝐩 𝐬𝐲𝐬𝐭𝐞𝐦𝐬 𝐝𝐞𝐥𝐢𝐯𝐞𝐫𝐢𝐧𝐠 𝟓𝟎% 𝐟𝐚𝐬𝐭𝐞𝐫 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬, 𝐳𝐞𝐫𝐨 𝐝𝐞𝐚𝐝𝐥𝐢𝐧𝐞 𝐝𝐫𝐢𝐟𝐭, 𝐚𝐧𝐝 𝟐𝟓+ 𝐡𝐨𝐮𝐫𝐬 𝐬𝐚𝐯𝐞𝐝 𝐰𝐞𝐞𝐤𝐥𝐲. 𝐂𝐚𝐥𝐦 𝐢𝐬𝐧’𝐭 𝐥𝐮𝐜𝐤 𝐢𝐭’𝐬 𝐚𝐫𝐜𝐡𝐢𝐭𝐞𝐜𝐭𝐮𝐫𝐞.
By helping teams and 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀 𝘁𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺 𝗗𝗶𝘀𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗲𝗱 𝗽𝗿𝗼𝗰𝗲𝘀𝘀𝗲𝘀 into streamlined, automated systems that actually deliver results.
As a 𝗣𝗠𝗣 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗿, 𝗖𝗹𝗶𝗰𝗸𝗨𝗽 V𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝗻𝘁, and 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗔𝗻𝗮𝗹𝘆𝘀𝘁, I design scalable 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲𝘀, 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗲 𝗥𝗲𝗰𝘂𝗿𝗿𝗶𝗻𝗴 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄𝘀, and keep teams aligned from concept to delivery.
𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲
I create robust project plans using 𝗔𝗴𝗶𝗹𝗲, 𝗦𝗰𝗿𝘂𝗺, and 𝗛𝘆𝗯𝗿𝗶𝗱 𝗙𝗿𝗮𝗺𝗲𝘄𝗼𝗿𝗸𝘀, ensuring total visibility and accountability at every level. From 𝗪𝗼𝗿𝗸 𝗕𝗿𝗲𝗮𝗸𝗱𝗼𝘄𝗻 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲𝘀 (𝗪𝗕𝗦) and 𝗚𝗮𝗻𝘁𝘁 𝗖𝗵𝗮𝗿𝘁𝘀 to 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗕𝘂𝗱𝗴𝗲𝘁𝗶𝗻𝗴, 𝗥𝗼𝗹𝗲 𝗠𝗮𝗽𝗽𝗶𝗻𝗴, and 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄 𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗮𝘁𝗶𝗼𝗻, my approach eliminates inefficiency before it spreads.
I’ve delivered successful outcomes in 𝗗𝗶𝗴𝗶𝘁𝗮𝗹 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁, 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 𝗣𝗿𝗼𝗷𝗲𝗰𝘁𝘀, and 𝗖𝗿𝗼𝘀𝘀-𝗙𝘂𝗻𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽, leveraging platform like 𝗖𝗹𝗶𝗰𝗸𝗨𝗽, 𝗝𝗶𝗿𝗮, 𝗔𝘀𝗮𝗻𝗮, 𝗧𝗿𝗲𝗹𝗹𝗼, 𝗡𝗼𝘁𝗶𝗼𝗻, 𝗠𝗼𝗻𝗱𝗮𝘆.𝗰𝗼𝗺, and 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁 𝗣𝗿𝗼𝗷𝗲𝗰𝘁. These tools become real systems not just task lists with 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗲𝗱 𝗗𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝗰𝗶𝗲𝘀, 𝗠𝗶𝗹𝗲𝘀𝘁𝗼𝗻𝗲 𝗧𝗿𝗮𝗰𝗸𝗶𝗻𝗴, and 𝗥𝗲𝗮𝗹-𝘁𝗶𝗺𝗲 𝗥𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗗𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱𝘀.
𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗧𝗵𝗮𝘁 𝗗𝗿𝗶𝘃𝗲𝘀 𝗔𝗰𝘁𝗶𝗼𝗻:
Behind every high-performing workflow is sharp business analysis. I bridge strategy and execution with expertise in:
- 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀 𝗘𝗹𝗶𝗰𝗶𝘁𝗮𝘁𝗶𝗼𝗻, 𝗦𝘁𝗮𝗸𝗲𝗵𝗼𝗹𝗱𝗲𝗿 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁, 𝗮𝗻𝗱 𝗗𝗮𝘁𝗮 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀
- 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗣𝗿𝗼𝗰𝗲𝘀𝘀 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴 𝗮𝗻𝗱 𝗖𝗵𝗮𝗻𝗴𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁
- 𝗨𝘀𝗲𝗿 𝗦𝘁𝗼𝗿𝘆 𝗪𝗿𝗶𝘁𝗶𝗻𝗴, 𝗣𝗿𝗼𝘁𝗼𝘁𝘆𝗽𝗶𝗻𝗴, 𝗮𝗻𝗱 𝗠𝗮𝗻𝘂𝗮𝗹 𝗤𝗔 𝗧𝗲𝘀𝘁𝗶𝗻𝗴
- 𝗥𝗶𝘀𝗸 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗮𝗻𝗱 𝗣𝗿𝗼𝗰𝗲𝘀𝘀 𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗮𝘁𝗶𝗼𝗻
Whether it’s building a 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀 𝗗𝗼𝗰𝘂𝗺𝗲𝗻𝘁 (𝗕𝗥𝗗), 𝗙𝘂𝗻𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀 𝗗𝗼𝗰𝘂𝗺𝗲𝗻𝘁 (𝗙𝗥𝗗), or complete 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀 𝗦𝗽𝗲𝗰𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 (𝗦𝗥𝗦), I ensure technical clarity, business alignment, and smooth developer handoff.
𝗗𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 & 𝗧𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 𝗪𝗿𝗶𝘁𝗶𝗻𝗴:
Clarity is the foundation of every project. I craft precise, 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲𝗱 𝗗𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 including:
- 𝗣𝗥𝗗𝘀, 𝗕𝗥𝗗𝘀, 𝗙𝗥𝗗𝘀, 𝗨𝗫 𝗕𝗿𝗶𝗲𝗳𝘀, 𝗔𝗣𝗜 𝗗𝗼𝗰𝘀, 𝗧𝗲𝘀𝘁 𝗣𝗹𝗮𝗻𝘀, 𝗙𝗲𝗮𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆 𝗥𝗲𝗽𝗼𝗿𝘁𝘀, 𝗠𝗮𝗿𝗸𝗲𝘁 𝗔𝗻𝗮𝗹𝘆𝘀𝗲𝘀, and 𝗖𝗮𝘀𝗲 𝗦𝘁𝘂𝗱𝗶𝗲𝘀.
- Tools like 𝗖𝗼𝗻𝗳𝗹𝘂𝗲𝗻𝗰𝗲, 𝗚𝗶𝘁𝗕𝗼𝗼𝗸, 𝗟𝘂𝗰𝗶𝗱𝗰𝗵𝗮𝗿𝘁, 𝗗𝗿𝗮𝘄.𝗶𝗼, 𝗙𝗶𝗴𝗺𝗮, 𝗩𝗶𝘀𝗶𝗼, and 𝗠𝗶𝗿𝗼 help visualize and communicate complex systems from 𝗨𝗠𝗟 𝗗𝗶𝗮𝗴𝗿𝗮𝗺𝘀, 𝗘𝗥𝗗𝘀, 𝗮𝗻𝗱 𝗗𝗙𝗗𝘀 𝘁𝗼 𝗔𝗿𝗰𝗵𝗶𝘁𝗲𝗰𝘁𝘂𝗿𝗲 𝗠𝗮𝗽𝘀 and 𝗪𝗶𝗿𝗲𝗳𝗿𝗮𝗺𝗲𝘀.
𝗦𝗰𝗿𝘂𝗺 & 𝗔𝗴𝗶𝗹𝗲 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽:
I lead full-cycle 𝗦𝗰𝗿𝘂𝗺 𝗖𝗲𝗿𝗲𝗺𝗼𝗻𝗶𝗲𝘀, 𝗦𝗽𝗿𝗶𝗻𝘁 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴, refinement, daily stand-ups, retrospectives, and backlog prioritization with tools like 𝗝𝗶𝗿𝗮, 𝗖𝗹𝗶𝗰𝗸𝗨𝗽, 𝗮𝗻𝗱 𝗡𝗼𝘁𝗶𝗼𝗻.. I make sure sprint goals are tied to 𝗠𝗲𝗮𝘀𝘂𝗿𝗮𝗯𝗹𝗲 𝗞𝗣𝗜𝘀 and team outputs stay transparent and trackable.
𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 & 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻:
Why waste hours on tasks that could run themselves?
I build 𝗠𝗮𝗸𝗲.𝗰𝗼𝗺 𝗮𝗻𝗱 𝗭𝗮𝗽𝗶𝗲𝗿 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻𝘀 that sync your apps (𝗦𝗹𝗮𝗰𝗸, 𝗛𝘂𝗯𝗦𝗽𝗼𝘁, 𝗔𝗶𝗿𝘁𝗮𝗯𝗹𝗲, 𝗭𝗼𝗵𝗼, 𝗲𝘁𝗰.), cut down 𝗥𝗲𝗽𝗲𝘁𝗶𝘁𝗶𝘃𝗲 𝗔𝗱𝗺𝗶𝗻 𝗪𝗼𝗿𝗸, and keep data flowing Smoothly across your systems.
𝗥𝗲𝘀𝘂𝗹𝘁𝘀 𝗧𝗵𝗮𝘁 𝗦𝘁𝗶𝗰𝗸:
- 𝟯𝟬–𝟱𝟬% 𝗳𝗮𝘀𝘁𝗲𝗿 𝗱𝗲𝗹𝗶𝘃𝗲𝗿𝘆 𝗰𝘆𝗰𝗹𝗲𝘀
- 𝟭𝟬𝟬% 𝘃𝗶𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗰𝘂𝘀𝘁𝗼𝗺 𝗱𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱𝘀
- 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗲𝗱 𝘁𝗮𝘀𝗸 𝗳𝗹𝗼𝘄𝘀 𝗮𝗻𝗱 𝗿𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴
- 𝗖𝗼𝗻𝘀𝗶𝘀𝘁𝗲𝗻𝘁 𝘁𝗲𝗮𝗺 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗮𝗻𝗱 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗰𝗹𝗮𝗿𝗶𝘁𝘆
If your projects need structure, clarity, and scalable systems that work even when you’re not watching you’re in the right place.
→ Click “𝗜𝗻𝘃𝗶𝘁𝗲 𝘁𝗼 𝗝𝗼𝗯” and let’s build a workflow that runs like a business should fast, clear, and fully optimized.
ClickUp
Digital Project Management
Agile Project Management
Technical Project Management
Zapier
Agile Software Development
Sprint Planning
Project Workflows
Technical Documentation
IT Project Management
Task Automation
Dev & IT Project Management
Jira
Make.com
Asana
Jim A.
Salt Lake City, Utah
$125/hr
4.9
28 jobs
Companies start looking for a Chief of Staff when the business is growing, but execution isn’t keeping up. You have direction, you have priorities - but turning that into clear plans, ownership, and consistent follow-through is where things break down.
That’s where I step in - I work directly with founders and leadership teams to take strategy, and make it real across the business.
• Turning direction into clear plans and timelines
• Establishing ownership and accountability across teams
• Driving cross-functional execution without creating drag
• Surfacing risks early and bringing solutions, not just problems
I'm most effective when:
• Priorities exist, but don’t translate into execution
• Initiatives start strong but lose momentum
• The founder is the bottleneck for decisions and direction
• The business feels harder to run than it should
Within the first 30 days:
• Priorities stabilize and translate into execution
• Ownership is clear across key initiatives
• Work moves forward without constant escalation
• Leadership has visibility into what’s actually happening
My role is simple - bring structure, pace, and follow-through so the business can scale without all the chaos.
If that’s the gap you’re trying to close, we should talk.
Change Management
Kanban Methodology
Jira
Scaled Agile Framework
Agile Software Development
Product Development
Scrum
Product Roadmap
Leadership Training
Executive Coaching
Business Development
Strategic Planning
Go-to-Market Strategy
Business Transformation
Tapobrata Das G.
West Windsor Township, New Jersey
$30/hr
5.0
9 jobs
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!
Business Analysis
Stakeholder Management
Agile Project Management
Dev & IT Project Management
Digital Project Management
IT Project Management
Customer Experience Management Software
Product Backlog
Requirements Specification
Product Requirements Document
Requirement Management
Requirement Analysis
Enterprise Architecture
Business Process Management
Agile Software Development
AI Product Management
Jira
Software Design
Qualitative Research
Software Consultation
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