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Clients rate Change Management specialists
Rating is 4.8 out of 5.
4.8/5
based on 333 client reviews
  2. Finance & Accounting Talent
  3. Management Consultants
  4. (Current) Change Management Specialists
  • $60 hourly

    • 4.5/5
    • (150 jobs)
    Behind every creative person, every small and growing business, is an Alfred. There comes a point in the development of every business where if an organizational overhaul doesn't take place, scaling isn't possible. That's where I come in. You might know exactly what you want, or you might have a general sense of unease. Many business owners know there are things that can be done better, but they aren't sure where to start and don't have the time to figure it out. I've spent years honing a carefully curated (but extensive) list of skills by working with small business teams and as a freelancer. These various experiences have given me invaluable insights into different industries, processes, tools and departments. I've had my hands in dozens of different projects and this has allowed me to analyze businesses and develop custom solutions. I've also worked really hard to become acclimated to as much technology as possible. I'm certified in Asana, Notion, Quickbooks, Trainual and Gorgias. I'm expert-level in Clickup, Trello, Monday, Processstreet, Jira, Confluence, Hubspot, Hubstaff, Harvest, Front, and many more. Some of my specialty areas include: - Process development - Analyzing, streamlining and automating workflows - Tool recommendations, data migration, set up and training - Financials (Quickbooks, data transfers, budgets, action plans) I am a certified Quickbooks Pro Advisor! I am certified to help you optimize your usage of Quickbooks. - I specialize in choosing, setting up and executing project management software. I am well versed in all major options. I am also an Asana Together Certified Pro and Notion Certified. - Acting as team communication leader and project manager ensuring efficient information sharing - Developing, launching and leading initiatives regarding efficiency, organization, team building, marketing, hiring, and more. - Resource management including HR, payroll and employee engagement - Long term goal planning, and breaking down those goals into achievable projects with specific steps and due dates - Putting out fires, reducing bottlenecks, and keeping things from falling through the cracks
    vsuc_fltilesrefresh_TrophyIcon Change Management
    Budget Management
    Scheduling
    Digital Marketing
    Organizational Development
    Administrative Support
  • $180 hourly

    • 5.0/5
    • (63 jobs)
    I am an Upwork EXPERT-VETTED, TOP-RATED PLUS C-Suite executive, psychotherapist, AI Specialist and ChatGPT expert prompt engineer, grant writer and co-owner of Moments Count (Business Planning and Strategy, Executive Development, and Grant Writing Company). My nationally recognized clients include eBay, Quest, LabCorp, Bigger Pockets, Llewellyn Worldwide, Soloflex, Riedel Crystal, and Free The Slaves. I have secured over $108MM in grants. My team and I are here for you! Under my bio, below, is a complete list of my services.. If it sounds like we might be a great fit please message me so we can explore the options together! I provide a premium service with rapid turnarounds. I will complete your project on time, on budget, and to your satisfaction. My clients highly recommend me (see below), and I have a large percentage of repeat clients. I earned Magna cum laude with both my BA and MS degrees in Psychology and Counseling. My emphasis is always on creating a collaborative, profitable, efficient, positive, diverse, inclusive, and highly energetic result for you, your career, or your company. MY SERVICES: → Business Consulting & Life Coaching ← Business Consultant • Life Coach • Career Coach • Business Coaching • Executive Coaching • Leadership Coach • Management Coach • Management Consultant • Personal Coach • Life Coach • Psychotherapist • Corporate Coach • Success Coach • Change Management • Success Coach • Conflict Resolution → Business Analyst, Business Services ← Startup Consultant • Startup Strategy and Planning • Business Plans • Pitch Decks • Business Analyst • Competitor Analysis • Feasibility Study • Executive Development • Management Coach • Business Development Analyst • Business Plan Writer • Pitch Deck Designer • Diversity & Inclusion • DEI • Executive Coach • Leadership Coaching • Life Coaching • Conflict Resolution • Business Coach • Career Consultant • Business Consultant • MBTI • Product Concept Development • Market Research • Market Analysis • Customer Service Excellence • Personal Consulting • Conflict Resolution • Executive Coach • Real Estate Consulting • Climate Change → AI Specialist • AI Prompt Engineer • Artificial Intelligence Manager ← ChatGPT • Generative AI • Machine Learning Guidance • Chatbot • AI Training Manager • AI Operations Data Specialist • Natural Learning Processing Engineer ( NLP ) • Deep Learning Technologist • BARD • Copy.ai • Anthropic • Klarity • Open.ai • Pi.ai • Jasper → Grant Writer, RFP Writer, Grant Search, RFP Search ← Grant / RFP Prospecting • Expert Grant Writer • Inspirational Storytelling • Grant Writing • Grant Editing • Government Grant Writing • Grant Writing For Non-Profits • Grant Proposals • Grant Applications • Request for Proposal • Grant Search • RFP Searching • RFP Writing → SEO Expert, Website Designer, Website Developer ← SEO Audit • SEO Strategy • SEO Expert • Brand Audit • Marketing Funnel Audit and Automation • Marketing Strategy • Digital Marketing • PR Services • Content Strategy • eCommerce Expert • Content Development • Customer Modeling • Customer Engagement • Storytelling Framework • Website Wireframing • Website Development • Reputation Management • Affiliate Website Development • Backlinks Outreach • Affiliate Marketing • Backlinking Strategy • Infographics • Market Analyst • SEO Consultant • Web Developer • WordPress Developer • Elementor Expert • Divi Expert • Gutenberg Expert • Web Optimization • Landing Page Development
    vsuc_fltilesrefresh_TrophyIcon Change Management
    Entrepreneurship
    Management Consulting
    Business Coaching
    Management Development
    Leadership Development
    Grant Writing
    Grant Research & Prospect List
    Communication Strategy
    Life Coaching
    Leadership Skills
    Psychology
    Career Coaching
    Prospect List
    Executive Coaching
  • $400 hourly

    • 5.0/5
    • (33 jobs)
    As a Coach, Consultant, and Organizational Psychologist, I specialize in increasing manager productivity, navigating organizational change, and facilitating career transitions. I enjoy partnering with managers and small teams where I provide practical and theoretical insights to help you reach your goals faster. My diverse industry experience includes military, boutique wine, manufacturing, legal, consulting, coaching, and Information Technology. I have supported executive leaders in companies with 20,000 employees as well as small start-ups. My skill sets include: • Leadership Development - goal setting, feedback, time management, EQ, productivity • Change Management - stakeholder management, change acceleration, communications, training, technology adoption • Team Development - vision/mission development, annual goal setting, high-performing team development I can work with you to implement solutions to help you or your team move from good to great. It's a high-performing Organizational Development department in one stop. I am 100% committed to maintaining my 5-star ranking. To me, anything less than full and complete customer satisfaction is unacceptable.
    vsuc_fltilesrefresh_TrophyIcon Change Management
    Career Coaching
    Organizational Development
    Team Alignment
    Organizational Behavior
    Coaching
    Life Coaching
    Business Coaching
    Leadership Coaching
    Candidate Interviewing
    Executive Coaching
    Team Building
  • $85 hourly

    • 5.0/5
    • (49 jobs)
    I am an operations, project and corporate governance specialist with 28 years of experience building a reputation driving strategic transformation and performance improvements from startups through to global organizations - everything is scaleable. My analytical approach, collaborative spirit, and relentless focus on outcomes have led me to attain the coveted Expert Vetted status on Upwork - placing me in the top 1% of freelancers on the platform. I do not say this in arrogance but rather to assure you that this is earned through consistent, hard and smart work over an extended period of time. A lateral thinker, I am driven by first principles and a default disposition of equanimity. I do not do anything in half measures. Timezones should and have never played a factor. I work around my clients. The following demonstrates a well-established skill set that is not industry-specific but rather fully transferable, based on significant accomplishments on some notable multi-billion pound schemes. Sure, there may be 'cowboys', I am not one of them. Strategy: I utilize frameworks, strategic analytical tools and Scenario Planning to conduct market analysis and develop focused, sustainable growth/scaling strategies aimed at gaining competitive advantage. My research and recommendations set strategic vision and goals for leadership teams. I use AI to augment my consulting offerings, improving both efficiency and accuracy. I have managed product development. Researched new markets as part of business development and conducted exercises to ensure regulatory compliance whilst setting up subsidiaries and LLCs in numerous countries. I have managed both 3PLs and 4PLs. I have built high-performance project teams, sourced alternative suppliers to address bottlenecks and address quality control. Project & Program Management: I provide execution and delivery of complex initiatives through meticulous planning, a multitude of project management methodologies and the use of productivity-enhancing tools. Agility is the lifeblood of today's business environment, but this needs to be based on solid foundations. Process Optimization: Simplicity is paramount. Using pragmatic techniques that are user-orientated - I am a UPN proponent; I analyze processes to eliminate waste, enhance efficiency, and create workflows and related SOPs that actually provide measurable value. Change Management & Digital Transformation: My implementation and communication plans and training programs ensure the successful adoption of new systems and processes company-wide, minimizing operational disruption and business continuity. With proven decades of experience successfully driving change, a passion for continuous improvement through education, I work as a partner to take organizations to the next level. My value proposition includes startup consulting, compliance expertise, operational analysis, certified skills, including Monday.com, P6, contract management, business process improvement, risk management and business continuity planning, EOS and more. I am currently reading an MBA. I am committed to understanding client needs and delivering tailored high-impact solutions - my motto being 'There is no such thing as a problem, but rather an array of solutions'. I would like to assist you in manoeuvring yours. Industry experience: ●Banking ●E-Commerce ●Creative Agencies ●Engineering ●Recruitment ●Manufacturing ●Construction & Development ●Multi portfolio companies Notable Achievements: ● Increased e-commerce company sales by 30% in 2 months through influencer partnerships and strategic digital marketing ● Set a new benchmark for contractual obligations on a £1.3 billion scheme, earning a client several million Pounds in change orders ● Recognized for best practice planning methodologies; led planning processes for significant initiatives. ● Directed the launch of multi-language eCommerce sites, optimizing SEO, content, and design for maximum conversions ● Built project management teams from the ground up, training staff and implementing processes and systems ● Managed a portfolio of 375 projects, valued at £550 million and a staff contingent of 100 ●Spearheaded the process re-engineering of 36 processes and reducing them to 18, implemented and trained Monday.com, and established a PMO for Dubai’s largest bank ●Saved a client $60,000.00 using the contract to challenge an extension of time claim ● Built startups from the ground up - these companies are running successfully and in the green ●Succesful client retention exercises for companies ●EOS Self Implementation Skills: ●Startup Consulting ●New market research and opportunity identification ●Compliance management ●Project & Program Management ● Extensive PFI/PPP experience ●Certified Monday.com Consultant ●Contract and Change Management ●Business and Operational Continuity Management ●Business Process Management ●Business Process Improvement ●Operations Management ●EOS, Lean Startup, Scaling Up
    vsuc_fltilesrefresh_TrophyIcon Change Management
    Business Consulting
    Corporate Governance
    Growth Strategy
    EOS
    Market Research
    Project Portfolio Management
    Process Documentation
    Process Improvement
    Business Analysis
    Business Operations
    Strategic Planning
    Organizational Design & Effectiveness
    Management Consulting
    Startup Consulting
  • $160 hourly

    • 5.0/5
    • (14 jobs)
    Expert-vetted freelancer on Upwork. Digital transformation, project management and Target Operating Model design and implementation expert. 15+ years of experience working at UK leading consultancies and financial institutions like KPMG, Barclays, HSBC, and UBS. Proven ability to deliver at both strategic and operational levels with exceptional senior stakeholder management skills, in-depth knowledge of employing project management practices in PRINCE 2 and Agile environment, and a strong understanding of business analytics techniques and methodologies. Excellent communication and interpersonal skills. Exceptional ability to catch up with unfamiliar topics and concepts in a short time. Expert in creating PowerPoint presentations covering Business cases, pitches, proposals, reporting, analysis, project road maps, project plans. Expert in business prossess mapping and design of Target Operating Model.
    vsuc_fltilesrefresh_TrophyIcon Change Management
    Process Optimization
    Business Analysis
    Business Transformation
    Microsoft Visio
    Business Cases
    Project Proposal
    Risk Management
    Digital Project Management
    Stakeholder Management
    Digital Transformation
  • $100 hourly

    • 5.0/5
    • (2 jobs)
    A freelance professional strategic change consultant, currently located in Colombia, to align to the US timezone. I am a highly experienced focused strategic consultant. With a demonstrated history of working across multiple industries such as Mining, Resources, Banking, Finance, Education, Heavy Transport, Government and Life sciences, with adept skill and capability in change and transformation programs I bring considerable value to complex projects due to having end to end change experience combined with project remediation efforts requiring turn around strategies. Speciality skills in change stream remediation/turnaround efforts and operational change re-engagement and readiness. A strong hands-on consulting and change leader with Senior stakeholder experience to frontline colleagues and employee level. Qualified expert with a Bachelor of Social Science (Major Change, Organisational Development & Management) with awareness of Agile Scrum, Transformational coaching and behavioural change. A capable professional within complex OD(organisational development): *End-to-end employee onboarding and off-boarding *Growth and development pathways design *HR team design and re-modelling, growth and repositioning of offering /structure *Identifying new and emerging leader program design & implementation *Defining leadership change coaching capabilities and subsequent program development *Baselining skills and capabilities gaps, Role review and re-alignment *Reviewing Org Models and Structures for fitness of purpose to restructures requiring matrix, *Headcount reduction or Target Op Model Remodelling Inc. cultural fitness assessment and change. My skills and experience also encompass * Navigating Complex Organisational Change and Transformation multi-stream,multi-national and dispersed audience groups within large programs inc. technology * Implementing ISTM and OP Models) and Technical implementations (SAM, IAM, Cyber Security) * Outsourcing / offshoring KT transfer capability design with OP model and structural changes *BTOPP Assessments ( Business, Technology, Operating Model, People, Process and Policy) *Communication, impact & stakeholder assessments & Identification *Identifying advocacy groups and designing onboarding approaches, risk and issues analysis, *Strategy design *Change action plans and learning needs, *Readiness assessments, * Facilitation and engagement design and delivery. *Leadership coaching for the capability to lead and deliver change and sponsor roadmaps. Example Outcomes: *Janssen Pharmaceuticals: Working with the EMEA MAF leader to design a cultural Change engagement approach and methodology across 9 different countries. I coached and mentored senior leadership on the core fundamentals of leading and designing change strategies, aligned to individual change programs for each region and country, including governance frameworks for approach, risk and issue management and driving on-time delivery. Additionally, I designed and facilitated the adoption of Communications and engagement strategies Combined experience across integrated program and project strategy design combined with end to end change delivery by applying a structured Change Management approach that includes a 4 quadrant ecology check, to ensure approaches are holistic in nature. *Delivered end-to-end Change strategies for major transformations within a Multinational Fintech organisation. Specifically for a distressed program of work, achieving the delivery of this program within 6 months, post failure to deliver in the previous 12 months. My approach to moving a program forward is through analysing the engagement and readiness issues, completing a 4 quadrant ecology check, re-engaging senior stakeholders, inquiring into perceived and actual issues, establishing relationships and collaborating on a way forward to deliver on the project change; this change consisted of new products being launched into the market, technology platform change, matrix and headcount change for the operating model, introducing new customer service team - into a multinational environment and cross customer system. Additional Skills and Experience: *Large Program delivery experience and exposure- from 1 million - 150 million plus across *Multinationals and regional organisations, without outsourcing, optimisation, and offshoring capability *Integrating Human Centred Design into Strategies and approaches *Neurosemantic Integral NLP techniques: applied to communication, and behavioural assessments ( supporting improved outcomes for a change) *Scrum Level 1 awareness, Project delivery experience agile and waterfall *Applying a traditional Risk Management practice to support delivery designs *Change stream remediation assessments conversions into change deliverables
    vsuc_fltilesrefresh_TrophyIcon Change Management
    Change Communication
    Business Management
    Management Skills
    Model Transformation Language
    Executive Coaching
    Human-Centered Design
    Digital Transformation
    Human Resource Information System
    Communications
    Management Consulting
    Organizational Design & Effectiveness
    Strategy
    Business Change
  • $295 hourly

    • 5.0/5
    • (12 jobs)
    👉 Top Rated Plus and Expert Vetted - One of the top management consultants on Upwork 👈 Do you own an agency, consultancy, or service business? If your business can’t survive without you because... 😒 You play a major role in guiding client strategy. 😧 There’s no one in a high-level operations role on your team. 😖 You’re the main driver of revenue at your company. Then keep reading... Does the thought of a three-week vacation excite you... then fill you with anxiety about your business? I know how you feel. I’ve been there myself. ❌ You’re frustrated that your team can’t run your business without you. ❌ Your business is preventing you from living your dream life. ❌ Another year of anemic growth and you’ll pull your hair out! It doesn't have to be this way! You know this. You just don't know how to get there. You’re in luck. I’ve built a system that will level-up your business, shift your mindset, and deliver MASSIVE improvements in operations, revenue, and your quality of life. Are you ready for: ✅ A growth SYSTEM that pours rocket fuel into your business 🚀 ✅ Crystal clarity on how to put your business to work for you 💎 ✅ Overcoming the anxiety keeping you chained inside your business ⛓ (the thinking that got you here will KEEP you there!) ✅ OWNING a businesses instead of operating one 💪 I've delivered & implemented strategies that have: 💥 Scaled an agency from $150k to $4mil ARR in 10 months 💥 Increased a digital marketing agency’s productivity levels by over 450%, dramatically increasing profitability 💥 Streamlined a SaaS product’s roadmap, reducing development costs by 45% while increasing execution speed by over 25%. 💥 Developed and executing a repositioning strategy that landed a web development agency a long-term contract with a Fortune 100 company 💥 Repositioned of an app development agency that grew recurring revenue from 2% to over 50% of total revenue within three month 💥 Built a sales organization of 65 sales people in two years 💥 Orchestrated & executed a legal & and business strategy that lead to a sale of key assets of a SaaS platform for a significant premium over the market value of the company The results speak for themselves: “Working with Brian has transformed my business. And more than that - my outlook and perspective on life. Revenue... we skyrocketed 260% in just 90 days! A genuine, thoughtful and extremely knowledgeable coach who gets results!" "Brian is intelligent, well spoken, and a brilliant strategist. In a short time he helped me get crystal clear on the next steps in my business. Two months ago I was working 60 hours a week. Today I’m down to 40 hours and working towards 30! Worth every penny." Are you tired of small, incremental improvements? Are you ready to make a REAL change in your business and your life? Then let's talk. A bit more about the guy behind these achievements (me!): I'm a 15-year veteran entrepreneur, I've got three 7-figure exits under my belt, I've coached & consulted over 1000 entrepreneurs. I’m not corporate. I won’t make you corporate. I challenge convention and I will challenge YOU. DISCLAIMER: Upwork makes me use my first name - but no one else does. Most people know me as S. Brian Smith, or just Brian 😁
    vsuc_fltilesrefresh_TrophyIcon Change Management
    Business Strategy
    Business Coaching
    Business Operations
    Business Analysis
    Executive Coaching
    Life Coaching
    Project Management
    Leadership Development
    Management Skills
    Executive Support
    Strategy
  • $30 hourly

    • 4.5/5
    • (43 jobs)
    ⚡ PMP certified ⚡ SAFe Advanced Scrum Certified ⚡ Atlassian JIRA Certified I am a PMP certified Technical Project manager and Certified Scrum Master with 15 + years of experience with a demonstrated history of working in the information technology and services industry. With a proven track record in managing large and complex IT enablement projects and orchestrating successful digital transformation programs across both the public & private sectors. Verticals such as E commerce, Aviation, Health Care, Retail, Banking and more. Skilled in- ~ Creating Process ~Project & Program Management ~Software Development & Planning ~ Project Estimation ~Solution Architecture ~Risk & Change Management ~Incident & Problem Management ~Vendor Management ~Team Management & Leadership ~Client Servicing & Management ~Technical Support Expertise in :- Ruby on Rail, Angular, Shopify, Swift, Java/Kotlin, Drupal, Bootstrap, Node.js, AWS, React, Python, Django, Laravel, Blockchain, NFT, Devops, Java Scripting , Android and I phone development. CRM/ERP for Enterprise level ~CRM ( Sales Force and Zoho ) ~ ERP ( NetSuite and Oddo ) Handling multiple complex projects and successfully delivered 40+ projects, many of which were crisis-ridden when they were handed over. Worked with cross cultural teams across multiple time zones ranging from Europe, USA, India, Middle east and of course onsite teams. Improved processes (e.g. established a PMO) and gained efficiencies (resource utilization) in addition to primary responsibilities of every project I am highly organized and self-motivated, have excellent communication skills, and thrive in high-pressure environments. Solid team player, I work to tight deadlines and has plenty of initiative. Looking forward to working with you.
    vsuc_fltilesrefresh_TrophyIcon Change Management
    Project Timelines
    Jira
    Project Management Professional
    Resolves Conflict
    Project Risk Management
    NFT Marketplace
    Project Scheduling
    Blockchain, NFT & Cryptocurrency
    Customer Relationship Management
  • $111 hourly

    • 5.0/5
    • (8 jobs)
    Continuous Improvment Consultant - Research, Organizational Design, Process and Strategy Expert: Process development and communication, communication strategy, internal team communication, employee relations, empathetic leadership - training process, performance enablement, installed executive CEO, COO, CPO leadership ● Education, Certifications, and Career: USC Master of Communication Management, Certified Problem and Change Manager, Certified Customer Success Management Professional, Certified Talent Optimization Consultant with a 20-year career, more than half in leadership role, EdD Candidate - Organizational Change and Leadership ●Service Industry Focus: Focused on helping those who serve, serve themselves: healthcare, hospitality, professional services, SaaS ● Consulting Specialty: Change Management through the lens of research, business process efficiency, internal communication, and talent optimization ● Coaching Leaders: The c-levels best friend, I have coached more than 300 people one on one and have facilitated multi-generational teams of up to 30 people to achieve results ● Strategic Partners: SaaS sourcing through Cloud Tech Gurus, alliances: Predictive Index, Trainual, and ProcedureFlow CLIENT WIN HIGHLIGHTS Where: Denny’s Corporation Who: COO and CLO Location: Remote in NC When: March 2021 to Present What: Facilitate change within a multi-billion dollar corporation via rich, data and story-driven presentations to the CEO and throughout the organization in the areas of capital improvement, technology innovation, education development, and people-based initiatives, creating an environment of empathetic change where team members can be educated, empowered, and elevated at all levels of the organization. Result: $60 million in improvements optimized through consideration of the human element, providing structure and guidance for internal improvement teams Where: Vitality Unlimited Who: CEO, COO, and CFO Location: Remote/In-Person in Elko, Carson City, Reno, Las Vegas, NV When: Jan 2017-Present What: Create employee experience annual studies to determine a comprehensive project plan to improve service delivery in behavioral health and substance abuse within the state of Nevada. Initiatives include government relations communication, board presentations, the creation of an internal employee magazine, discovery and documentation of human resource and service processes, advising on the evaluation and selection of operational software, creating and monitoring outcome based KPIs. Measuring and monitoring service quality through transactional surveys. Developing an advocacy and risk mitigation process dependent on consumer response. Result: Increased employee and consumer satisfaction year over year, increased employee retention, increased consumer advocacy, increased grant awards for client Where: CSM Practice Who: CEO, CCO Location: Remote/San Francisco – Bay Area When: June 2019 – July 2021 Who: CCO of various SaaS companies including Veriforce, NewRelic, SmartMoving through CSMPractice What: Work with CS teams to discover existing customer success practices and optimize them to improve SaaS sales enablement, onboarding, implementation, adoption, and advocacy with an eye toward churn risk mitigation, customer success enablement including process documentation, playbook development, presentation development, OKR/KPI creation, advising on service models and staff:customer ratios segmented by ARR Result: Reduced churn, increased revenue from existing customers, increased customer advocacy, improved the relationship between sales and customer success OTHER CLIENTS • High End Client Program, Business Strategy (2017 – Present) • Abandoned Homes Project, Advisory Board - Communications (2019- Present) • Lightning Rod Agency, Talent Optimization (2020 - Present) • City of Carson City, Restructuring (2018-2019) • Chargerback, Customer Success Automation (2015-2016) • Nevada Division of Public and Behavioral Health, Stakeholder Communication (2013-2017) EDUCATION University of Southern California, Annenberg School for Communication and Journalism Graduated: 2018 Master of Communications Management Los Angeles, CA Phi Kappa Phi Honor Society, 4.0 California State University at San Bernardino Graduated: 2002 Bachelor of Business Administration San Bernardino, CA CERTIFICATES Certified Talent Optimization Professional (6/2021) Certified Customer Success Management Professional, PCSM Academy (11/2020) Certified Problem and Change Manager, Global Association for Quality Management (7/2019) Certified SCORE Mentor(1/2019) High Performance Masters, High Performance Institute (3/2018) Experts Academy, World’s Greatest Speaker Training (2018) Harvardx - Unlocking the Immunity to Change (2014)
    vsuc_fltilesrefresh_TrophyIcon Change Management
    Employee Training
    Business Proposal Writing
    Marketing Strategy
    Business Process Modeling
    Business Plan
    Business Coaching
    Business Continuity Plan
    Management Consulting
    Business Change
    Startup Consulting
  • $46 hourly

    • 5.0/5
    • (47 jobs)
    I am seeking employment in an environment with a dynamic and creative team. My specialties include: IT Project Management, IT Service Management, Unix Systems Administration, Software Development Life Cycle, Quality Assurance and Testing.
    vsuc_fltilesrefresh_TrophyIcon Change Management
    Low-Code Development
    Project Planning
    Executive Coaching
    Project Management
    Project Objectives
    Critical Thinking Skills
    Low Code & RAD Software
    ITIL
    Communications
    Service Level Management
    Asana
    Jira
    Microsoft Project
    Trello
  • $95 hourly

    • 5.0/5
    • (68 jobs)
    Hi! Thanks for visiting. I'm Shaun. I am a professional business strategist and writer with a passion for helping startups and growth-minded companies turn their visions into reality. As a startup enthusiast and seasoned expert, I’m ready to put my vast knowledge and experience to work for you. I love helping startups turn their ideas into plans, tell their stories, and achieve their goals. I have studied business - and startups - extensively, having earned an MBA from the University of Cincinnati and a Ph.D. in Entrepreneurship from the University of Louisville. Over the past 10+ years I have worked closely with 100’s of startups and growth-oriented businesses around the world developing business plans, financial models, pitch decks, confidential information memorandums, and other business and marketing materials. I've also taught business planning, entrepreneurship & innovation, and entrepreneurial small business to undergraduate and graduate students, so I have a deep understanding of how to help guide founders and business owners through the planning process. I bring a rigorous, well-researched approach to business planning and strategy and a vast array of knowledge to help you with your business planning needs. ✰ Services ✰ The most common type of business planning services that I provide include: 🗹 Business Plans: Prepare a customized Business Plan for your business tailored to your specific business needs including market research, financial projections and structure and storytelling. 🗹 Pitch Decks: Prepare an investor ready Pitch Deck with your startup or company narrative including content and design. 🗹 One-Pagers: Prepare a One-Pager summary of the business opportunity. 🗹 Financial Projections: Prepare editable financial models for your startup, including 5-year financial projections (Pro Forma P&Ls, Cash Flow, and Balance Sheets), sensitivity analysis, and KPIs. 🗹 Confidential Information Memorandum- Prepare a Confidential Informational Memorandum presenting your business for acquisition or sale. 🗹 Business Plan and Pitch Deck Consulting & Edits- If you already have a business plan or pitch deck but need to update its contents or make it investor ready, we can provide feedback, suggestions, and help you through the process of updating or revamping your existing materials. ✰ Types of Business Plans ✰ The type of business plan you need will likely be determined by its intended purpose. Types of business plans that I specialize in include: 🗹 Investor Business Plans 🗹 SBA Business Plans 🗹 Bank Business Plans 🗹 Immigration Business Plans 🗹 Startup Business Plans 🗹 Strategic Business Plans ✰ Turnaround Times ✰ Although the turnaround times for each project may vary depending on your specific needs, the traditional timelines for most business plan projects are 1 to 4 weeks. ✰ Business Plan Breakdown ✰ First time startup founders usually spend between 100-200 hours to write their business plan. With my efficient (yet thorough) business planning process, we can help you craft a well-researched, well-strategized business plan in a fraction of the time. 1) Business Consulting (2 to 4 hours) 2) Market Research (4 to 8 hours) 3) Financials (4 to 12 hours) 4) Writing (4 to 12 hours) 5) Updates & Edits (2 to 4 hours) ✰ Why Work with Me? ✰ There are a number of benefits of using professional business planning services, like: 🗹 Working with a vetted expert 🗹 Proven track record of success 🗹 Have created materials that have helped entrepreneurs raise more than $100 million 🗹 Inside knowledge of the business planning process 🗹 Save time and frustration 🗹 Professional-level business plans and decks Let's talk more about your business planning and strategy needs and how I can help your ideas take off. Shaun Shaun P. Digan, MBA, PhD
    vsuc_fltilesrefresh_TrophyIcon Change Management
    Financial Analysis
    Book Writing
    Business Consulting
    Business Operations
    Business Writing
    Startup Consulting
    Business Plan
    Business Analysis
    Market Research
    Presentations
  • $25 hourly

    • 5.0/5
    • (123 jobs)
    Greetings! I'm a certified Google Cloud Engineer and have 6 years of work experience in Google Workspace (G-Suite) and Google Cloud Platform. In Upwork I am focusing to deliver my services for clients who need help in Google Workspace implementation, migration & troubleshoot. Whether you need to do a small troubleshoot or enterprise level implementation or migration. I can help! below are some services I can offer to you. Google Workspace(Formally G Suite) Solutions - Google Workspace(G Suite) Account Setup with Domain Name - Help you to choose the correct plan for your company - Data Migration from any existing Server - Google Workspace(G Suite) Remote Training - Setup DNS and security records for efficient email (MX | SPF | DKIM) - Technical Support Thank you.
    vsuc_fltilesrefresh_TrophyIcon Change Management
    Cloudflare
    Google Workspace
    Google Workspace Administration
    Email Deliverability
    Data Migration
    Email Support
    Google Analytics
    Domain Migration
    Technical Support
    Google Sheets
    Workspace
    Office 365
  • $100 hourly

    • 5.0/5
    • (9 jobs)
    I am a highly experienced nonprofit professional available for freelance consulting in a variety of areas of expertise. I'm know across the nonprofit sector for my ability to connect and collaborate effectively. Flexible, hard working and committed, I'm eager to engage with you in a virtual, freelance environment and will guide your project successfully from beginning to end. As the author of the Donor First Commitment, I am passionate about driving donor, supporter and customer engagement and satisfaction to improve loyalty and retention. I have extensive experience building strategic mid-level giving programs. I facilitate several mid-level giving benchmarking groups annually for networking and knowledge sharing. Areas of Specialty: Development of donor focused strategic programs; cross-functional team project management; nonprofit RFP creation and administration, evaluation and selection; donor services management, including gift processing, acknowledgements, and constituent services; database management; in- and outbound call center management; staff development, training, mentoring and performance management; process improvement for cost reduction and efficiency; building and maintaining integrated multi-channel marketing programs for diversified revenue growth.
    vsuc_fltilesrefresh_TrophyIcon Change Management
    Cross Functional Team Leadership
    Database Management
    Integrated Marketing
    Facilitation
    Marketing Communications
    Strategic Plan
    Fundraising
    Project Management
    Nonprofit Organization
  • $115 hourly

    • 5.0/5
    • (7 jobs)
    I combine my hands-on technical experience and management skills with complex projects such as M&A integrations, software implementations, business process redesign, and enterprise strategy support. Brings Agile leadership and business acumen to project engagements. Key areas of expertise are: • Building and aligning cross-functional teams • Translating complex processes into organized usable modules • Ideation for developing solutions to problems • End-to-end integration to align business processes
    vsuc_fltilesrefresh_TrophyIcon Change Management
    Process Improvement
    Business Consulting
    Tech & IT
    Business Process Management
    Startup Consulting
    Agile Software Development
    Technical Documentation
    Business Analysis
    UI/UX Prototyping
    Product Roadmap
    Requirements Specification
    Product Design
    Market Research
    Product Management
  • $150 hourly

    • 4.9/5
    • (29 jobs)
    Top 1%, Top Rated and EXPERT VETTED Project Manager on Upwork - I have over a decade of experience in Leading Teams and Projects in a variety of industries and on a plethora of platforms. I am a certified Project Management Professional (PMP) and Agile Certified Practitioner (PMI-ACP) with extensive experience in Business Operations and efficiencies. As one of the highest ranked Project Managers on Upwork, I provide quality 5 star service with every project. I consult and specialize in project development and execution to resolve your frustrations in your daily operations. We can join together and lead your business into growth, save money, and create an enjoyable workplace. Skills and actionable tasks: - Operational management (analysis, review, growth) - Business Planning (development & plans) - Project Risk Analysis (review & reduction plans/projects) - Capital Projects (development & implementation) - SOP + processes (development & implementation) - OSHA, DOT, CDL, AS, ISO knowledge - Microsoft Office - Word, Excel, Publisher, Project, etc. - Excellent customer service skills (ability to train, use, and audit) - Experienced Service Quality Assurance auditor - Super Users in Asana, Slack, MS Project, Trello, Monday.com, and Basecamp. I look forward to connecting with you and your company!
    vsuc_fltilesrefresh_TrophyIcon Change Management
    Logistics Management
    Efficiency Testing
    Team Alignment
    Hospitality & Tourism
    Project Management
    Business Cases
    Project Objectives
    Critical Thinking Skills
    Project Insight
    Project Risk Management
    Project Management Professional
    Project Delivery
    Risk Analysis
    Project Scheduling
  • $150 hourly

    • 5.0/5
    • (8 jobs)
    As a seasoned Fractional Chief Operating Officer (COO), I bring a wealth of experience and expertise to the table. My professional journey has been characterized by a dedication to optimizing operations, streamlining business processes, and harnessing data-driven insights to drive growth and efficiency. Fractional COO Experience: I have successfully served as a Fractional Chief Operating Officer for a diverse range of organizations, spanning various industries, including but not limited to technology, manufacturing, finance, and government organizations. My hands-on experience in this capacity has honed my ability to provide strategic direction, align cross-functional teams, and drive operational excellence. CRM Expertise: I possess a deep understanding of Customer Relationship Management, having implemented and managed CRM systems for multiple companies. My proficiency in leveraging CRM solutions, such as Salesforce, HubSpot, or Zoho, has led to enhanced customer engagement, improved lead management, and more effective sales and marketing strategies. ERP Proficiency: With a robust background in Enterprise Resource Planning, I have overseen ERP implementations, customization, and optimization. My expertise includes managing the entire ERP lifecycle, from system selection and configuration to ongoing support and improvement. I am well-versed in platforms like NetSuite, Sage, and Microsoft Dynamics. Business Intelligence Acumen: My knowledge and experience in Business Intelligence enable me to extract actionable insights from data. I have designed and implemented BI solutions that transform raw data into strategic information, empowering organizations to make informed decisions, forecast trends, and measure KPIs effectively. My proficiency includes tools like Tableau, Power BI, and QlikView. Strategic Vision: I have a demonstrated ability to align business objectives with technology solutions, creating a roadmap that fosters growth, innovation, and sustainable profitability. My strategic vision encompasses developing and executing short- and long-term plans that maximize operational efficiency and deliver a competitive edge. Team Leadership: Throughout my career, I have led and motivated cross-functional teams, fostering a collaborative and innovative culture. I emphasize employee development, mentorship, and performance optimization to ensure that teams are engaged, productive, and aligned with the company's mission. In summary, my background as a Fractional COO has been characterized by a commitment to excellence, a track record of successful implementations, and a strategic mindset that consistently drives results. I am dedicated to leveraging my skills and experience to help organizations achieve operational excellence and harness the power of data to fuel their growth and success.
    vsuc_fltilesrefresh_TrophyIcon Change Management
    Business Transformation
    Business Management
    Financial Modeling
    Marketing Operations & Workflow
    Project Management
    Operational Plan
    SaaS
    Startup Consulting
    Strategy
    Sales Operations
    Business Intelligence
    Salesforce
    CRM Software
    Budget Plan
    HubSpot
  • $42 hourly

    • 4.8/5
    • (51 jobs)
    PROJECT PROFESSIONAL: BUSINESS ANALYSIS | SERVICE DESIGN | BUSINESS MODELING & DESIGN | ORGANIZATIONAL DEVELOPMENT & STRATEGY | RESEARCH & CORPORATE INTELLIGENCE Welcome ! You are a diligent key decision-maker and thought leader striving to be successful with... • achieving your organization's vision, mission, and objectives; • overcoming challenges and/or pain points, toward finding and achieving the right solution and results; • better defining, designing, developing your new enterprise and product/service concept-- and to be increasingly successful; • fully deploying a project in software, web, system, and/or product development; • your products and/or services making their mark as a strong brand; You also have a keen appreciation for good service from a collaborative, communicative, and reliable service provider whom you can trust and rely on-- a professional who is often deemed a 'trusted advisor'. I take a stake in each client’s success. With due diligence and pursuit of best practices, conscientious quality service is paramount. I am routinely eager to learn about each client's business/enterprise and concept vision, and likewise the corresponding needs, challenges, and objectives. Clients like you can count on me helping to achieve those key results. “ This is the man to hire immediately. Ron simply knows his stuff. He quickly understands his clients' needs and is able to share his thoughts proactively. I walked into this project with very clear idea about what my inputs and outputs will be. Ron systematically refined my thinking and brought so much life to the [project]. He is grounded technically and commercially. His communication skills is over the top. I admired him most for the level of detail and enthusiasm. I will definitely hire him again. “ -- A delighted Client Combining conscientious service with a trans-disciplinary, innovative and insightful approach, valued clients permit me the privilege of aiding them be strategically effective, more productive, and achieve organization and project objectives. As a proponent of innovation, design thinking, and pursuing value and benefits realization, I also revel in facilitating collaboration and contributing to the overall performance of each team that I have the privilege to serve with and continue our journeys to betterment--often assuming a project leadership role, and earning the designation of 'trusted advisor'. With demonstrated versatility across the spectrum of IT and non-IT projects alike at any scale, I enable entrepreneurs, managers, project managers and teams alike across diverse lines of business, to leverage and benefit from my capacity for integrative, big-picture thinking-- instrumental from planning through to solution delivery and value assurance. I welcome the privilege to listen to and converse with you! Let’s talk, build, transform, and achieve- together! Feel free to contact me for more information or schedule an appointment at: https://solution_dynamics.youcanbook.me/ Please also review my alternate profiles on Upwork: • Strategic Business Analyst Profle • Management Consultant Profile • Researcher & Strategic Research Analyst You can also feel free to schedule an appointment: https://solution_dynamics.youcanbook.me/ What other valued, delighted clients and associates graciously say: “ His knowledge is superlative, and I am find myself most fortunate to have had him handle my assignment. “ “ Ron... Your forward-style of thinking is truly impressive and allowing for integration with strategy, service workflow, and mobile technology ” " Ron is a highly skilled individual, a critical thinker, and gifted at understanding and developing solutions for a wide variety of business problems. " “ Ron is skilled at building relationships with stakeholders and asking the right questions to better understand their needs...an exceptional writer who provides the right level of detail to address the reader's needs...does the research and provides valuable information and feedback in meetings... Wonderful to work with and I would recommend him...” " Thanks once again for all your behind the scenes work ...it really is invaluable and cannot imagine this project and organization being 'here' without your contribution. “ “ Thank you so much for your leadership and drive during the year! You are an invaluable gem in the team! “ “ Thanks again for all your effort and brilliant input.....The true blessing of team work “ " There's no denying that you have personally put your heart and soul into this project. “ " You're my impresario “ “ You truly are the best! “
    vsuc_fltilesrefresh_TrophyIcon Change Management
    Business Writing
    Business IT Alignment
    Service Level Management
    Requirement Analysis
    Business Proposal Writing
    Root Cause Analysis
    Business Analysis
    Scenario Planning
    Business Modeling
    Business Process Modeling
  • $85 hourly

    • 4.9/5
    • (242 jobs)
    A seasoned professional with more than 25-years of experience. During that time, I have worked on more than 90 M&A deal teams and have worked on dozens of management consulting assignments specializing in strategy, operations, and financial engineering - leading multiple restructurings in the Asia-Pacific region and have also been involved in several post-merger integration projects - many of which were global in scale. I was named to the Top 100 in Finance in 2020 and 2022 and my firm won the Acquisition International 2019 Award for Excellence in Corporate Valuations in the category of Best Mid-Market PE Investment Advisory Firm in New York the 2019 AI in Finance Awards, Wealth & Finance International in the category of Best Growth Potential Assessment Tool: Growth Opportunity Index™, and Corporate LiveWire’s 2020 Innovation & Excellence Award in the category of Growth Assessment Company of the Year. I have held management positions within Fortune 500 companies in the US and have led business units of ultra-growth companies in Asia-Pacific in excess of US $ 30 million and previously served as a senior consultant in the financial advisory practice of Mazars. I am also a member of the advisory councils of the McKinsey Quarterly, Harvard Business Review, Gerson Lehrman Group, and have I have assisted start-up companies, small businesses, family offices, sovereign wealth funds, and global 100 organizations by delivering: • Company Valuation • SBA Disaster Loans • Capital Raising (debt and equity) • Investment-grade Forecasting & Modelling • Mergers & Acquisitions (strategy & execution) • Company Valuation • Statistical Analysis • Research • Project Management • Financial Analysis (for tech companies, real estate developers and everything in between) • Due Diligence • Business Plans and Marketing Strategies • Management Consulting In addition, I have authored more than 1,000 articles and papers on a wide variety of topics including business, finance, and technology, among others - some of which were published on sites such as HuffPost. Specialties include providing end-to-end solutions to your toughest challenges, and I am seeking opportunities to add value for you and your business. I am a native English Speaker (US) and am fluent in MS Office (Excel, PowerPoint, Word, and Visio) as well as Adobe Photoshop & Contribute; using these competencies to develop high-quality content and reports. Management/Project Experience in: Growth | Process Improvement | Risk & Due Diligence | Ship Finance | Strategy | Structured Finance | Supply Chain Management | Turnarounds | Company Valuations
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    Executive Summary
    Business Planning & Strategy
    Initial Coin Offering
    SEO Writing
    Microsoft Excel PowerPivot
    Microsoft Excel
    Mergers & Acquisitions
    Business Plan
    Corporate Finance
    Business Valuation
    Due Diligence
    Strategic Plan
  • $50 hourly

    • 5.0/5
    • (16 jobs)
    Expert-vetted Process and Operations Manager with 10 years of experience, I specialize in lean six sigma methodologies and structured problem solving techniques (8D Principle, PDCA, DMAIC). I excel in modernizing and optimizing business processes, making them simple, scalable, competitive, automated, and integrated with cutting-edge AI and ChatGPT management solutions. My expertise includes optimizing systems using No Code solutions, which bring the benefits of rapid deployment, ease of use, cost efficiency, and enhanced flexibility to adapt to changing business needs. These No Code platforms empower non-technical team members to contribute to automation and process improvement, fostering a more collaborative and innovative work environment. As a seasoned Project Manager, I have a proven track record in overseeing Strategic Projects across various business units and models, guiding them through their full life cycle. I am adept in numerous Project Methodologies and skillful in applying the appropriate approach to each project. I possess extensive experience in implementing digital transformation projects, including Business and Financial ERP Systems (NetSuite, Oracle Fusion Cloud, SAP, Dynamics365, Xero), Expense Management Systems (Concur, WebExpenses, Expensify, TripActions, Abacus), and HRIS/HCM and Global Payroll Systems (PapayaGlobal, Deel, ADP, Ceridian). My finance expertise enables me to effectively manage Project Business Cases and Cost Management. Additionally, my background as a Process Development Engineer reinforces my structured approach to planning, organizing, strategizing, and problem-solving. If you are seeking top-tier consulting and project management services, particularly with AI, ChatGPT integrations, and No Code system optimization, feel free to reach out. Cheers!
    vsuc_fltilesrefresh_TrophyIcon Change Management
    Process Engineering
    Business Process Management
    Project Management Professional
    Business Process Automation
    Business Analysis
    Project Management Office
    Project Finance
    Six Sigma
    System Analysis
    Data Modeling
    Cost Control
    Technical Project Management
    Management Consulting
    Process Documentation
    Oracle Fusion Applications
    Project Management
    Oracle NetSuite
    Business Process Modeling
    Digital Transformation
  • $50 hourly

    • 5.0/5
    • (68 jobs)
    I'm skilled in proofreading grammar, punctuation, spelling, and formatting to ensure your text is professional and credible. I also focus on word usage, sentence structure, and flow so your document is clear, concise, and holds your audience's attention. I have an MBA and 20 years of professional experience at a global company. I know the expectations of your readers and will do far more than just a proofreading check. I will give you specific feedback and recommendations if your message is confusing or not credible. My business experience includes customer service, procurement, quality, and management. I have written procedures, developed training materials, and communicated complex ideas through various channels. Change management, people development, and continuous improvement were essential components of my previous career, and I integrate this experience in all of my freelancing jobs. As a freelancer, I have experience editing blog articles, business plans, marketing proposals, training materials, email/letter correspondence, and presentations. I've also helped clients edit and enhance their startup accelerator applications, like Y Combinator and Mass Challenge. I genuinely enjoy reading this content and take pride in helping the author improve the clarity and presentation of their ideas. It can be challenging to create engaging content for a diverse audience. I will help you frame your message, so it is understandable to people of various backgrounds culturally and professionally (engineering, finance, operations, executive leadership.) Send me a message, and we can chat about your project!
    vsuc_fltilesrefresh_TrophyIcon Change Management
    Business Consulting
    Business Editing
    Business Process Management
    Copy Editing
    Process Improvement
    Proofreading
    Lean Consulting
    English
  • $129 hourly

    • 5.0/5
    • (96 jobs)
    Most of my recent success has been in SaaS discipline working with organizations in the Business Development area and to onboard external groups such as customers, influencers, affiliates, and resellers. I have also managed and worked closely with sales and marketing teams and even been that department for some. Hands-on experience in the implementation of marketing strategies to include direct and indirect sales development. I am well-versed in digital marketing and the traditional marketing concepts of lead generation, advertising, and public relations. As an example, I am very capable of helping, evaluating and implementing a social media strategy. I have over 21,000 LinkedIn connections and Twitter followers, etc. Compare my social presence to any others you are interviewing. If the rate is the only thing that prevents you from talking to me, please let's have a conversation. You should understand everything I bring to the table. Please review my Upwork Profile and the projects below the profiles for different ways we can engage to achieve your desired outcomes. A few areas of interest: 1. Started a company with 2 file cabinets and created a 5 million dollar company in 3-years, sold it in 5-years to my largest distributor. 2. Took over a 1.6 million dollar company and left 6-years later when it was at 12 million and paid out 6 to 7-figure profits on an annual basis. 3. Worked for a SaaS company in Precision Ag that grew 3-fold in the 18 months I was associated with it in the capacity of Business Development. 4. Worked with IT Companies, E-commerce, and other Cloud-based companies. 5. Developed and implemented workflow engagements for lead generation, support platforms (like Zen Desk) and onboarding user programs. 6. Worked with a variety of Professional Services to include Information Technology, Microsoft Partners, Real Estate, Financial, Quality, Medical, and others. Have you asked yourself these questions: 1. Is the product compelling to the target customer? 2. Is it easy to use? 3. Is the product truly differentiated? Can I explain the differentiation in two minutes? 4. Who is the competition? Why will this product succeed against them? 5. If you have no competition, how will customers compare? What will they choose? 6. Are the product’s strengths consistent with what’s important to the customers? Are we positioning these strengths as aggressively as possible? 7. Is the product worth the money? Why? Can customers get it cheaper elsewhere? 8. Have you made a list of the pain points or opportunities that your product solves or provides your customers? Do you know your customers? My conversations do not center on personas, link bait, and manipulation. You don't change mindsets in an auto-responder. It is conversations about real people, moments, patterns, and opportunities. Starting this way allows the qualitative to guide the quantitative that old USA principle: Understand, Simplify, then Automate. Let me know if you have an interest in pursuing. Thanks for reading, Joe
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    Digital Strategy
    Sales Strategy
    Product Roadmap
    Product Strategy
    Product Marketing
    Business Consulting
    Social Media Marketing
    Sales Management
    Business Modeling
    Digital Marketing
    Lead Generation
    Business Development
    Marketing Management
    Market Research
    Marketing Strategy
  • $250 hourly

    • 5.0/5
    • (39 jobs)
    An award-winning global marketing consultant with 31 years of experience in technology, Blockchain, FinTech, education, entertainment, industrial manufacturing, energy, health and life sciences, telecommunications and government policy. Al is a former Head of Global Marketing for InfStones, a Softbank portfolio "unicorn", former CMO and Partner of Amazix, ranked the #1 blockchain agency worldwide in 2021 by Softwareworld. Amazix's clients include Bancor, Casper Labs, Polkacity (Polkadot) an other high profile blockchain firms in NFT, Defi, Wallets, RegTech, Wealth Management, Token Insurance, Structured Products/Derivates (FinTech). "Al is a highly accomplished performance expert with a long track record in leading Fortune 100 companies. Having had the pleasure of working with Al on a variety of marketing and technology related projects, I can directly speak to his dedication, professionalism and capacity to innovate. A humble and skilled professional, Al inspires confidence by solving problems even in the most challenging environments." (2018) - Daniel Araya, PhD, Forbes, Brookings Institution "Al’s a very sharp and creative guy – extremely resourceful, entrepreneurial and able to synthesize lots of data into a workable solution. And he’s got a great sense of humour. A pleasure to work with. (2007)" - Terry Donnelly, Former Chief Marketing Officer, MDC Partners "...I am truly honored and privileged to have the opportunity to work with such a great team of people." (1998) - Dave Billmaier, Former Events Manager, Apple "A true master! Created massive value with his insights." (2020) - Moritz Gruber Head of Board CertoClav and Certos "Amazing ....! He is such a valuable asset to the team and comes equipped with a wealth of knowledge. Highly recommend!" (2021) - Alan McGrath, CEO, OTC Trade --- Al is currently CMO and Partner of Amazix, Advisor and former CEO for S4FEChain, CMO for OTC Trade, Marketing Advisor for Wealth Square SAS and NULS.io His recent projects include the BC Government (BC Legislative Assembly), QRC HK Limited, Siemens Canada, Allstream, IDC/IDG Canada, E&Y (Ernst & Young), and Disney. Al is formerly Principal Consultant to InfinitoDAX, and was Head of Business Development for QRC (RegTech) Advisory and Investment firm based in Hong Kong with offices in Vietnam, Singapore, Tokyo, and Kuala Lumpur; a group of companies with 300 employees. He is also has been an Advisor to several blockchain clients: HashChi / Crip.to, StartupTV and Nomisma in Hong Kong, and formerly CMO of BitCover, former VP of Marketing and Business Development for 2 blockchain firms (raising $35 MM in an ICO). Working with industry's leading / best, Blockchain consultants including Michael Terpin, Brock Pierce and Scott Walker, PR Firm PCG Advisory (NYC), and CoinCircle, and family offices, institutional investors and private equity. 5000 contacts of investors and family offices. Produces trade/road shows, private dinners / investor events, booth and demo presentations speaker support, and show setup and teardown for 8-country/16-city tour. Between 2000 and 2004 in San Francisco, he ran a B2B marketing communications agency with clients in the US and Middle East. Prior, Al held project management and creative roles at SMG, in Redwood City, for clients that included Adobe, Apple, Disney, Digital, IBM, Intel, Kodak, Motorola, Palm, PowerPC, Intel, HP, SGI, Sun Microsystems, US Department of Defense, WebTV, and Xerox. He started his career at O&M/Direct on Microsoft, Intel and Visio in Seattle. Al earned an MBA from the Rotman School of Management, University of Toronto, in Global Management and Strategy Consulting, a Certificate in Managing Complex Product Development Projects from the MIT Sloan, and a Bachelor of Commerce and Business Administration in Marketing from the University of British Columbia. Al is a Board Director for the BC Borstal Association, and a former Board Director for the American Marketing Association (Toronto and BC Chapters), Metro Vancouver CrimeStoppers Foundation, Burnaby Hospice Society and AIDS Vancouver. He was part of the Marketing Hall of Legends Canada, and sat on the marketing steering committee for VanCity Savings. He worked on Branding for the Human Rights Campaign, Atlanta and Maitri Compassionate Care in San Francisco. Wishing everyone well and safety during COVID-19.
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    FinTech Consulting
    Digital Marketing Strategy
    Blockchain
    Cryptocurrency
    Digital Marketing
    International Marketing
    Social Media Marketing
    B2B Marketing
    Email Marketing
    Marketing Strategy
  • $20 hourly

    • 4.2/5
    • (15 jobs)
    Hello! I am an experienced project manager with a background in Finance. I have experience in managing & conducting various projects and strategies for different companies. I am skilled in Zoho CRM as well as Google suite and Microsoft Office suite. I am part of Your CxO Online, a Management Consulting Platform, which provides on-demand consulting services online, like Business Strategy, Marketing Strategy, Communication Strategy as well as Program Management and Operations. We at Your CXO Online are a one-stop-shop for all the skills your business needs & that's now available on-demand like a cloud service! Key areas of expertise : - Business Strategy & Operations - Marketing Strategy & Operations - Customer Persona, Value Propositions & Customer Engagement - Customer Success - Business Development & Sales Lifecycle Development Looking forward to engage with you soon to add value to your business. - Your CxO
    vsuc_fltilesrefresh_TrophyIcon Change Management
    Web Development
    Content Marketing Strategy
    Social Media Marketing
    Information Analysis
    English - North America
    Educational Technology
    Business Modeling
    Pitch Deck
    Business Plan or Pitch
    Business Analysis
    Ecommerce Website Development
    Project Delivery
    Project Management
    Investment Preparation
    Business Innovation
  • $80 hourly

    • 4.9/5
    • (33 jobs)
    US Navy and US Army Veteran/SHRM Veteran Ambassador Strong understanding of cultural competency, DEI, and social justice concepts, including intersectionality, systems of oppression, and implicit bias, among others. • Collaborates with leadership to develop and monitor DEI metrics (recruiting, retention, promotions, salary equity, leadership retention, etc.) through diversity assessments, people analytics, and identifying trends to recommend solutions. • Provides oversight for all internal DEI programs and policies, including the DEI committee initiatives IAW local, state, and federal EEOC/AA regulations. • Designs and facilitates training on diversity, equity, and inclusion, including disability, LGBTQ identities, race, gender, working with veterans, building, and managing diverse teams, psychological safety, unconscious bias, and preventing and responding to bias in the workplace. • Consults and develops plans that strategically integrate metrics and organizational development activities, including leadership assessment and development, career development, succession planning, individual developmental action plans, performance management, leadership evaluation tool, coaching, and process improvement on diversity and inclusion. • Working knowledge of institutional and structural racism concepts and their impact on underserved and underrepresented population. • Competency expert in the design, development and implementation of the talent review process required to achieve business goals and results in the creation of an internal talent pipeline and external diverse pipeline. • Trains and incentivizes leaders and employees to enhance inclusion and belonging in their daily interactions while benchmarking diversity, equity, and inclusion across the organization. In addition to my consulting work, I am a Navy and Army veteran, a certified Lean Six Sigma Black Belt Coach, and a certified organizational development professional. In my career, I have worked for many well-known companies over the last two decades in roles such as Operations Leader, Continuous Improvement Coach, Human Resources Generalist, Training Manager, and Safety Health and Environmental Manager.
    vsuc_fltilesrefresh_TrophyIcon Change Management
    ChatGPT
    Leadership Coaching
    Facilitation
    Training & Development
    Psychology
    Executive Coaching
    Instructional Design
    Interpersonal Skills
    Employee Engagement
    Diversity & Inclusion
    Leadership Development
    Content Writing
    HR & Business Services
    Nonprofit Organization
  • $200 hourly

    • 4.7/5
    • (36 jobs)
    I help organizations unlock employee potential. As a learning and development professional, organizational psychologist, and manager, I understand that performance is driven by several factors that sometimes (but not always) include training. My services include consultation, assessment, change management, curriculum development, training, and coaching. I work closely with stakeholders to deliver programs that build capacity, solidify teams, and support leaders. There are several options to help your staff perform at their best. Organizational Effectiveness Options Highly interactive and customizable workshops designed to help teams rapidly develop solutions to problems. Guided activities allow participants to leave the session with tangible deliverables in hand. These options can be delivered as workshops for project teams, consultation only, or full-service contracted support. Typical group size: 4 – 10 participants. Sample organizational effectiveness workshops include: ¨ Curriculum design: Planning effective classes for adults ¨ Orientation redesign: Making the most of first impressions ¨ Process improvement: Finding the root of the problem ¨ Prosci Change management: Planning for long-term success at the people level Teambuilding Options Supercharge team cohesion and team performance with engaging teambuilding workshops. These workshops are excellent on their own, as an element of a team retreat, or as a trust building activity prior to the process improvement workshop. Typical group size: 8 - 20 participants. Sample team building workshops include: ¨ Teambuilding: A DiSC approach to shared understanding ¨ How full is your bucket? Delivering consistent quality service Leadership Development Options The following leadership interventions are available in collaboration with the organization’s Human Resources, Talent Management, and/or Learning and Development stakeholders. Interventions are most effective as a comprehensive leadership program but are also designed as standalone options. Sample leadership development activities include: ¨ Leadership 360 degree assessment and coaching meetings ¨ Leadership development program delivered at your facility ¨ Topical professional development sessions
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    Report Writing
    Survey Design
    Microsoft PowerPoint
    Curriculum Development
    Organizational Development
    Process Improvement
    Leadership Development
    Employee Training
    Team Building
  • $150 hourly

    • 5.0/5
    • (8 jobs)
    I lead small-to-medium businesses through complex challenges with a fierce determination. By gathering information and data, a story develops and I use it to help management and teams examine strategic goals and the alternative ways to meet them. Together we create, execute, and monitor the plan to completion. My energy is contagious as I truly enjoy learning about organizations and coaching others along the way. 7 years ago I opened my own small business as a management consultant offering services ranging from mergers and acquisitions support, operations management, project management, and accounting, and bookkeeping support services. My experience spans multiple industries including technology, construction, services, retail. Projects vary greatly which reflects my passion to learn about businesses and how they operate: *Automating the accounting and bookkeeping functions for a software acquisition. *Coach Clients through change to meet their strategic objectives. * Build business plans, marketing strategy, channels to market messaging and content. *Records cleanup, monthly reporting, and maintenance. *Migrate QuickBooks Desktop to QuickBooks Online *Troubleshoot and project manage operational issues including sales, pipeline, and inventory management. Examples of Project Results include: *Consistent and reliable real-time financial information used to aid decision making. *Revised pipeline and revenue expectations using relevant criteria. * Aligned messaging to market across audiences and channels. *Automated record keeping with minimal manual entry. *Increased Productivity, Mobility, and Flexibility through use of QuickBooks Online. *Decreased investment in Owner/Leadership time spent resolving back office challenges freeing them up to do what they do best. By the way I hold a BBA-Accounting and Master in Professional Accounting (MPA) from The University of Texas. Hook 'Em! Working for IBM was the best possible education. Functional rotations In hardware and software brands. Cost accounting, finance, product management operations, marketing operations, strategy, channels, business partner voice across 20 acquisitions for IBM. Working as a volunteer small business mentor in the Austin and Central Texas areas for more than 40 clients has been amazing. From a company who sells bows with an inventory problem in China to a popcorn company trying to expand their market share, I get more from these Clients than one can imagine. Let’s talk about your goals. I look forward to to helping you meet them. Liz
    vsuc_fltilesrefresh_TrophyIcon Change Management
    Cross Functional Team Leadership
    Integration Framework
    Program Management
    Due Diligence
    Financial Analysis
    Data Management
    Communications
    IT Project Management
    Strategic Plan
    Business Operations
    Mergers & Acquisitions
    Digital Transformation
    Finance & Accounting
  • $89 hourly

    • 4.8/5
    • (430 jobs)
    Investor-Ready Business Plans/Financial Models/Pitch Decks/Cap Tables As a corporate CFO, Wall Street banker, Director of Equity Research and senior commercial bank lender who has worked in the US, Europe, Asia and Latin America, I have extensive experience with funding for companies in a wide variety of industries. I know what a serious professional or angel investor, commercial bank or other funder will require in a complete investor presentation or business plan before they will seriously consider providing you with the money you need to build your business. In close collaboration with you I will create any of these documents and the financial forecasting/budgeting tools you, your investors or your banker require. (A due diligence review by an angel investor group of a recent client's application package said it was "...one of the few combinations of documents that we reviewed from a potential client where all components of a well thought out business model were present.") I will build your customized Microsoft Excel-based financial model using my very robust and fully customizable proprietary template. This template, developed over many years of real world use, helps assure your own unique forecast's accuracy while also saving you significant time and money in development. (If you don't have access to Microsoft Office applications, please let me know. I do not create Google documents, though I am happy to use them as sources of information.) When your financial model is complete, you will be able to change any assumption in the Model and the effects of that change will instantly flow throughout all elements of the Model. Any user can easily test all of the financial effects of any assumptions about revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity and debt. You or your investor/banker can use the model to easily do unlimited "What If?" testing, sensitivity analysis or breakeven analysis. For the text and graphics (charts, pictures, tables, etc.) in your plan, presentation or pitch deck I will use Microsoft Office software. (If you need specific advanced graphic skills for your document(s), you will need to hire a specialist graphics person.) Typically, the time needed to complete a detailed corporate financial model for one product in one market is about 18 - 20 work hours (add 10% - 25% for multiple products or services, multiple target customer groups, various complexities, etc.). A full business plan or investor presentation comprising 15 – 25 pages of text and graphics typically requires an additional 15 - 25 hours of work over three to six weeks to create, depending on how quickly you can respond to my daily questions during the project, the complexity of your business, how much text you add to the business plan versus how much original text I have to create, etc. If you are planning to create a new company whose industry you have no experience in, the time required for completion will typically be greater than for an established company with existing operations. I can begin work on your project as soon as you wish or once your payment method is verified by Upwork, whichever is sooner. If you would like me to sign a non-disclosure agreement (NDA), that is not a problem. If you need a pitch deck, that will flow easily once your business plan or investor presentation is complete. My basic average hourly rate is $89 /hr., depending on the complexity of the work required. Minimum Charges: Per Project - 4.0 hours; Per Work Session: 10 minutes. Premium for urgent completion (10 business days or less): 50%, 48-hour Rush Projects: 100% premium. I do not typically work on a fixed price basis for these documents for start-ups due to the uncertainty in regards to how much work will be required. All of my work time, including all phone or Zoom conversations with you regarding your project, will be tracked by Upwork's software and reported to you by Upwork each Monday. If you are not well-versed in finance or accounting, I will be happy to explain everything to you as we go. That will be very important to your effort to raise money, as your banker or investor(s) will require that you fully understand the details of your business planning. I am committed to your complete satisfaction and will gladly make minor changes to my work within 14 calendar days of completion and closure of the project on Upwork at no additional cost to you. So, let's talk! I am usually in the US Eastern time zone and available to discuss your project at your convenience. I'm happy to have an initial consultation at no cost to you. Will Lyons Ocala, Florida (USA)
    vsuc_fltilesrefresh_TrophyIcon Change Management
    Financial Report
    Executive Summary
    Business Proposal Writing
    Business Planning & Strategy
    Pitch Deck
    Business Plan or Pitch
    Financial Modeling
    Business Modeling
    Business Valuation
    Financial Analysis
    Business Analysis
    Business Writing
    Financial Forecasting
    Business Plan
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