Hire the Best Change Management Specialists in Texas

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

I help companies deliver complex projects — on time, within budget, and with high-impact results. With certifications in PMP, Agile (PMI-ACP), and Scrum (CSM), I specialize in leading complex and high-value Technology and Operations projects. My work spans enterprise and digital transformations, and projects ranging from SaaS implementations, AI/GenAI, and mobile/web development to workflow automation, strategic planning, and team development. Whether you're a startup or a Fortune 100 company, I bring a hands-on approach to: Understanding your business goals - Defining and tailoring requirements - Building the right team - Leading the successful execution of your project(s) or program 💡 Highlights: - 100% Job Success Score - Executive-level experience across industries - Proven results with remote cross-functional teams - Strong focus on quality, communication, and accountability 🔧 Project Types Delivered: - AI & Generative AI Integrations - SaaS Platforms (CRM, ERP, ATS, HRMS, etc.) - Process & Workflow Automation - Software & Mobile App Development - Cloud Migrations & Data Migrations - VoIP, Call Center, and Network Infrastructure - Payment Systems & Financial Tools - Survey Platforms & Custom Integrations - Talent Development

Change Management Consultant - Research, Organizational Transformation, Strategy, AI Transformation, Scaling AI Process development and communication, communication strategy, internal team communication, employee relations, empathetic leadership - training process, people risk assessment/mitigation, temp exec CHRO/CPO, CCO, COO ● 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 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, Rossier School of Education Graduated: 2024 Doctorate of Education, Organizational Change and Leadership Los Angeles, CA Phi Kappa Phi Honor Society, 4.0 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, 6/2024) Certified Customer Success Management Professional, PCSM Academy (11/2020) Certified Problem and Change Manager, Global Association for Quality Management (7/2019)

⚠️ New opening! Now available for Leadership Coaching, Fractional Operations Management, 360 Reviews, Strategic Growth Planning and more My specialty is small and start-up businesses (under 50 people). I help businesses grow and scale, starting with the vision that drives it all. Educated in both classical business theory and modern practices, I bring a uniquely effective method to helping businesses find what works - really works - for them. When we partner together, I help your business to do more of what you're doing, and keep making an impact on your community. 🌐 My Focus Areas: Whether it's operations, business planning, growth and risk strategies, project management, company culture, team development, logistics systems, process improvement or leadership mindset, I help develop literacy and action plans to make your business stronger and a better place to work. 🏆 My Journey: Throughout my career, I've earned accolades for my success-first leadership approach and excellence in communications and relationship building. I firmly believe in leading by example, not just in my professional role but also in life. 📊 My Track Record: I've led cross-functional teams, streamlined operations, improved processes, reduced costs, and designed revenue forecasts. I've initiated, planned, executed, and managed projects and programs to successful completion, achieving results within budget and time constraints. 💡 What Makes Me Unique: My unique selling proposition is my ability to align multiple people and departments around common projects and resources while focusing on effective communication, risk evaluation, process optimization, and revenue forecasting. I'm a strong communicator with excellent interpersonal, planning, problem-solving, multitasking, and leadership skills. 🏭 My Work Experience: • Head of Operations (Skip, New York, NY): Restructured leadership, improved efficiencies and quality, and developed financial projections for growth and hiring needs. • Head of Project Management Office (Canopy Management, Austin, TX): Launched the Project Management Office, achieved operational needs, and standardized how projects are managed across multiple departments. • Director of Operations (Pourtastic Tastings LLC, Austin, TX): Elevated the business from a side gig to a thriving enterprise, achieving $1M in annual revenue for the first time. • Executive of Coaching Department (Charfen Institute, Austin, TX): Coached small business owners, set performance goals, and authored resources for entrepreneurs. • Financial Advisor, Head Exit Planner (Erben Associates, Austin, TX): Managed exit plans, financial and estate plans, insurance, investments, and growth and exit strategies for business owners. 🎯 My Mission: My mission is to empower entrepreneurs to go further, fostering a supportive and empowering workplace culture. I'm committed to achieving success not only in business but also in personal growth, financial security, and relationship building. 🌈 Let's Transform Together: Whether you're a startup looking to scale or an established business seeking operational excellence, I'm here to guide you. Let's embark on a transformative journey where your success knows no bounds. Together, we'll redefine what it means to thrive in business and in life. 📩 Contact Me: Feel free to reach out and discuss how we can work together to achieve your goals. 📜 Certifications: Project Management Professional (PMP) 🛠️ Technical Proficiencies: A versatile tech stack including Microsoft Office, G Suite, Slack, Hubspot, ClickFunnels, Notion, and more. Proficient in project management platforms like Monday, Teamwork, Base Camp, Jira, and more. 📚 Education: Major in Communications from the College of Charleston, Charleston, SC, 2004. 🤝 Areas of Expertise: • Operations Management • Budgeting & Forecasting • Growth & Risk Strategies • Project Management • Strategic Planning • Process Improvement • Coaching & Development • Documentation & Control • Cross-Functional Collaboration 📝 Examples of work: • Strategic planning using OKRs • Annual and quarterly planning based on EOS methods • 360° Reviews of leadership teams • KPIs and metrics tracking systems and practices • Business plan development • Financial and revenue projections • Product/service roadmap design • Product/service launches and relaunches • Online course development • Marketing and sales strategies • Business owner coaching • Leadership coaching • Employee retention and culture building • Customer journey and customer experience • Client-facing deliverables • SOPs, documentation of systems and processes, diagramming, and process mapping • Team training and workshops • Project management and change management • CRM setup and implementation • Marketing content calendars

Overview Are you searching for a versatile professional who can seamlessly bridge the gap between high-level operations, precise project execution, and world-class customer success? With over 6 years of experience scaling operations and managing client portfolios across SaaS, digital agencies, and professional services, I help businesses optimize internal workflows, protect client relationships, and drive sustainable growth. I don't just oversee projects—I design the operational engines that ensure their long-term success. Throughout my career, I have specialized in building high-trust partnerships, scaling delivery teams, and aligning business operations with client strategic goals: Customer Success & Account Management: Deeply experienced in maximizing customer lifetime value (LTV) and reducing churn. At Solera, I proactively tracked account health metrics in CRM platforms to design custom retention strategies, successfully doubling client retention from 30% to 60% during a major global crisis. Project Management & Delivery: Expert at managing the end-to-end delivery of complex web development, SEO, and digital marketing projects. I lead cross-functional teams of developers, designers, and marketers, utilizing Agile tools to eliminate workflow bottlenecks and keep deliverables on time and within budget. Operations & Process Improvement: Proven track record of auditing internal workflows to boost efficiency. From introducing standardized performance reporting to engineering new payment and alternative financing structures, I focus on optimizing firm cash flow and improving team operational velocity. How I Can Add Value to Your Team: Scale Your Project Workflows: I build and optimize project management spaces using tools like Asana, Monday, and Jira to align team tasks with broader corporate timelines and eliminate delivery friction. Build Elite Customer Success Frameworks: I establish standardized onboarding and client communication protocols that guarantee proactive issue resolution, elevated satisfaction, and highly predictable account health. Optimize Multi-Location & Remote Operations: From directing remote client relations departments to managing multi-location operations, budgets, and scheduling, I ensure your business runs efficiently at scale. Facilitate Clear Cross-Functional Liaison: I act as the centralized communication hub between technical execution teams, executive leadership, and high-value external stakeholders. Core Competencies & Tools: Leadership & Strategy: Operations Management, Customer Retention Strategies, Account Growth & Expansion, Resource Allocation, Budgeting & Risk Mitigation. Systems & CRMs: Salesforce, HubSpot, Zendesk, Google Analytics, QuickBooks. Project Management Software: Asana, Monday, Jira, Trello. Key Credentials: Certifications in Project Management (Google & University of Adelaide), Risk Management (University of Adelaide), Contract Law (Harvard University), and Business & Professional Management (University of Notre Dame). Whether you need a dedicated Account Director to scale your client success framework, an operations expert to smooth out delivery bottlenecks, or a technical project manager to guide cross-functional teams, let’s connect to discuss how I can bring structure and growth to your business.

I'm the lead consultant, project manager, and President of Isibor Consulting Inc. My primary areas of focus are HR consulting, market analysis and research, project management, and business strategy/management consulting. HR consulting includes: 1. Employee timekeeping, performance management, corrective actions, leaves, and employee health and safety training. 2. Creating employee and leadership training programs, familiarizing your company with current employment trends, and assisting with the employee benefits enrollment process. Market research analysis and consulting includes: 1. Analyzing your company's internal and external marketing data to draw strategic insights, and boost your business's competitive advantage. 2. Researching your company's brand perception, customer acquisition, retention, and loyalty. 3. Analyzing your company's existing marketing strategy, develop surveys, assist with focus groups, and perform qualitative and quantitative analysis on findings. Project Management includes: 1. Utilizing Agile and Scrum methodologies to manage projects efficiently and deliver key project milestones for your business. 2. Organizing workflows, charters, project documentation, and stakeholder inputs into a product backlog for your company's Agile process. 3. Using an iterative process to manage existing projects, develop project status reports, run project management audits, generate user stories, and develop project plans. Business Strategy and Management Consulting includes: 1. Assisting business owners and organizational leaders in analysis, decision-making, and strategic planning 2. Conducting market research, interviews, competitive analysis, scenario planning, and business strategy audits. 3. Offering recommendations and actionable insights to strengthen business strategy, and optimize operations. Please visit isiborconsulting.com for more information