Hire the Best Chartio Specialists
in the United States

I help businesses get their operations out of people's heads and into systems that actually work — through SOPs, process maps, and workflow documentation that stick. My background includes pharmacy benefits analytics at Xevant and enterprise healthcare data work at Change Healthcare — which means I understand operations at a level most freelancers don’t. I’m also currently engaged as a Business Analyst on a large-scale enterprise consulting project (details under NDA), leading discovery, risk and bottleneck analysis, process improvement, and user story development — so this isn’t just past experience, it’s live, current work. I help businesses fix both sides of the problem: building clean data systems and the process documentation to make them actually stick. What I help with: — SOPs and workflow documentation — Process mapping and bottleneck analysis (Lucidchart) — Workflow audits with prioritized recommendations — Excel & Access dashboards, trackers, and databases — Cross-functional coordination and operational reporting I offer fixed-price catalog projects for SOPs, workflow audits, and operations starter packs — so you know exactly what you're getting before we start. I work fast, communicate clearly, and deliver things that get used. Based in Maine, available across US time zones. If that's what you need — let's talk.

Are you manually preparing, sending, tracking, or storing signed documents? I help businesses automate electronic signature workflows using DocuSign, with a strong focus on templates, PowerForms, WebForms, Bulk Send, API integrations, and form-to-signature automation. Many businesses struggle with DocuSign because they are not sure how to structure templates, prepare Bulk Send CSV files, map recipients correctly, automate envelopes, or troubleshoot routing and field issues. I help simplify that process and turn manual signing tasks into reliable, repeatable workflows. I can help with: → DocuSign templates, PowerForms, WebForms, envelopes, tabs, and recipient roles → Bulk Send setup, CSV preparation, recipient lists, field mapping, and troubleshooting → Signing order, routing, conditional fields, custom fields, and embedded signing → DocuSign API integrations using REST APIs, OAuth, JWT, templates, webhooks, and DocuSign Connect → Envelope creation, status tracking, completed document retrieval, and signed PDF storage → Form-to-signature workflows using JotForm, Zoho Forms, WordPress forms, CRMs, custom web forms, and internal applications → Automation between eSignature platforms, databases, cloud storage, email notifications, websites, and reporting tools → Troubleshooting template issues, PowerForm problems, Bulk Send errors, CSV formatting issues, API errors, routing issues, and integration failures → Advising on DocuSign, PandaDoc, Adobe Sign, Dropbox Sign / HelloSign, Bulk Send, API automation, and custom workflow automation Typical projects I support include: → Setting up reusable DocuSign templates and signing workflows → Creating DocuSign PowerForms or WebForms → Setting up and troubleshooting DocuSign Bulk Send workflows → Preparing Bulk Send CSV files and mapping recipient data correctly → Connecting JotForm, Zoho Forms, WordPress, CRMs, or custom forms to DocuSign → Automating DocuSign envelope creation and sending → Building embedded signing workflows for websites or applications → Tracking envelope status using DocuSign Connect / webhooks → Retrieving, renaming, storing, and organizing completed signed PDFs → Sending email notifications after signing is complete → Building approval workflows before or after signature → Fixing broken DocuSign API, template, PowerForm, Bulk Send, or routing workflows → Migrating manual PDF/signature processes into automated eSignature workflows My goal is simple: make your document signing process easier, faster, more reliable, and easier for your team and customers to use.

I build client management systems and financial dashboards for small business owners — Dubsado and HoneyBook workflows that run your intake-to-invoice process automatically, Airtable systems that replace scattered spreadsheets, and Google Sheets dashboards that show you where your money is actually going. What I do: CRM & Client Workflows: Dubsado and HoneyBook setups that automate lead intake, proposals, contracts, and invoicing without manual intervention. Operations & Systems: Company hubs, trackers, and workflows in Airtable, Notion, and Zapier built so your team actually uses them. Financial Dashboards: Clean Google Sheets models tracking revenue, expenses, and margins — designed for owners, not data analysts. SOPs & Process Documentation: Translating daily operations out of people's heads into structured, step-by-step documentation anyone can execute. Data Cleanup & Architecture: Turning broken spreadsheets and multi-platform exports into reliable, automated weekly reporting. A recent example: A business owner came to me juggling his numbers across scattered spreadsheets and gut feel. I built him a Google Sheets operations hub with automated calculations and plain-language decision guides built directly into the sheet. It is what he runs his cleaning business on today, and he uses it live on calls with his own consulting clients. His direct feedback is in the testimonials below. How I work: I ask the right operational questions before building anything. I’d rather flag an underlying bottleneck in your data than quietly guess at what you need. I build systems you can easily run and adapt yourself after the project ends — if it falls apart without me, I didn't do my job. About me: I have 12 years of experience across data analytics, systems architecture, and process improvement — modernizing agency reporting, structuring tracking systems, and translating raw data into clear business decisions. Bilingual in English (native) and Spanish (advanced). If your backend operations feel disorganized or you're making decisions without a clear financial picture, send me a message and tell me what you're trying to fix. I'll take a look and give you an honest assessment of how to solve it.

I am a bilingual (English/Spanish) healthcare and operations professional with over a decade of experience improving systems, streamlining workflows, and supporting teams across medical, dental, vision, and primary care environments. I specialize in scheduling, patient support, customer service, insurance verification, administrative assistance, and EMR systems such as EPIC, NextGen, and Athena. I’m also highly skilled in creating clear SOPs, documenting processes, and optimizing workflows to help organizations run more efficiently. My approach is grounded in transparency, professionalism, and empathy, ensuring reliable communication and high-quality results. I am passionate about helping teams operate smoothly, enhancing the customer and patient experience, and bringing structure to complex operational challenges. Whether you need ongoing support or help with a specific project, I bring organization, clarity, and solutions you can depend on.

I specialize in construction schedule development and auditing for high stakes projects. My extensive project lifecycle expertise and advanced CPM scheduling skills, combined with specialized knowledge of Earned Value Management (EVM), ensure meticulous schedule development and execution success. I transform the schedule into a high-performance management tool, providing the technical oversight necessary to protect the critical path and mitigate risk from pre-construction through closeout. Core Competencies Quality Schedule Development: Building robust, CPM-compliant baselines that accurately reflect field operations and executable sequences. Intensive Schedule Auditing: Performing deep-dive logic diagnostics to identify "dangling logic," hidden constraints, and artificial float. Delay Risk & Forensic Analysis: Expertise in Time Impact Analysis (TIA) and forensic auditing to quantify impacts and defend or mitigate claims. Owner’s Rep & GC Support: Providing a 360-degree perspective on project health, ensuring the schedule serves as a reliable "Single Source of Truth" for all stakeholders. Performance Tracking: Integrating Earned Value Management (EVM) to monitor project health, cost-to-schedule variance, and production rates. Software: Oracle Primavera P6 Power User , MS Project Expert, Google Sheets, Excel Methodologies: CPM (Critical Path Method), TIA (Time Impact Analysis), Windows Analysis. Professional Skills include: Project Controls Analysis and Management RFP, Baseline and CPM Schedule Development, Management & Review, Pull Planning Risk and Delay Analysis, Time Impact Analysis Earned Value Management & Forecasting Pre-Construction Planning, Bid Proposal Preparation Estimating & Buyout, Budget Development, Sub-Contract & Purchase Order Preparation & Execution Field & Project Engineering, MEP Coordination, Manpower Management, Subcontractor/Crew Supervision Project Cost Control, Cost Projections, Change Order Preparation & Negotiation Materials & Equipment Procurement & Management, Project Closeout & Warranty Management Education and Accreditations include: B.S. Civil Engineering - CSU, Sacramento (2008) LEED Accreditation N.A.V.F.A.C. Construction Quality Management for Contractors – US Army Corp of Engineers OSHA 30

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