Hire the Best Consultants in Charlotte, NC

I am senior EMR Consultant with several years of experience in healthcare informatics and information management. I hold extensive knowledge in in eClinicalWorks "eCW". I have completed gap analyst, optimization, implementation, for clients, which include clinical operations, workflow evaluation, billing, PM, EMR, and front office.I am currently experienced in system upgrades, legacy support, project management, RCM “Revenue Cycle Management”, and system analytics for eClinicalworks and EPIC. I am proficient in computer software further complemented by project management & delivering moderately complex technical information to assigned client groups, as a subject matter expert. My technical skills include expertise on EMR systems such as Nextgen, EPIC Prelude/ADT, Willow, Cadence, eclinicalWorks v11 & v12.

I'm Lee, and I'm thrilled to present myself as your go-to process & productivity expert, specializing in ClickUp, Make.com, Monday.com, Asana and SmartSuite. Allow me to showcase how I can empower your team and projects: 🚀 ClickUp Champion: As a Vetted ClickUp Consultant, Certified ClickUp Expert & Power User, and the owner of Process Quotient, I excel in creating systems for long-term sustainability. From initial setup to ongoing support and integration optimization, I unlock ClickUp's full potential for teams, driving success. 🔧 Process Virtuoso: I thrive on optimizing workflows, identifying opportunities for streamlining, automation, and seamless tool integration. My focus is maximizing your team's time and enhancing operational efficiency. 🗓️ Project Management Extraordinaire: I excel in analyzing challenges, crafting efficient plans, and leading teams to on-time, quality completion. My problem-solving skills and efficient management ensure seamless project execution. 💼 Sustainable System Architect: Automation, analytics, and efficient processes are the foundation of my approach. I construct systems that drive long-term sustainability, fostering operational excellence and growth. Let's harness these project management tools' power, optimize processes, and amplify your marketing endeavors. Whether you need system building, process optimization, or ongoing support, my tailored skills ensure your success.

I help healthcare, manufacturing, logistics, and SaaS companies automate reporting, improve forecasting visibility, and transform operational data into executive-level insights using FP&A and Business Intelligence systems. My background combines FP&A, operations analytics, executive reporting, and dashboard development to help leadership teams make faster and smarter business decisions. I specialize in building scalable reporting solutions that reduce manual work, improve KPI visibility, and support strategic planning across finance and operations. I have experience supporting business functions across pharmaceuticals, oil & gas, retail, operations, and corporate environments, collaborating with stakeholders across multiple countries and cross-functional teams. Areas I commonly support include: • Executive KPI Dashboards • FP&A Reporting Automation • Forecasting & Scenario Planning • Budget vs Actual Reporting • Variance Analysis • Operations & Supply Chain Analytics • Power BI Dashboard Development • Reporting Process Automation • Leadership Reporting Packages Tools & Technologies: • Power BI • Excel / Power Query • SQL • Tableau • Snowflake • Alteryx • Data Visualization & Analytics Automation My focus is not just building dashboards, it is helping companies create reporting systems that improve visibility, decision-making, operational efficiency, and deliver meaningful value that key stakeholders are waiting for.

You're Building Something. Are You Sure the Market Wants It? Most founders and entrepreneurs don't fail because they lack a great idea. They fail because they moved forward without truly understanding their market — who their customers are, what they actually need, and how the competitive landscape is stacked against them. That's an expensive mistake to make late in the game. I help startups and growing businesses eliminate that risk. With over 20 years of market research experience across energy, technology, healthcare, and retail, I deliver the customer and market intelligence you need to make confident, data-backed decisions — before you scale, before you invest, and before you launch. What separates my work from a generic research report: I don't start with your research questions. I start with your business goals. That means every insight I deliver is framed around your specific context, your competitive position, and the decisions you actually need to make. What I Do ✓ Market Research & Analysis — Comprehensive market sizing, segmentation, competitive landscape, and growth opportunity identification. Know exactly where you fit, who you're competing against, and where the whitespace is. ✓ Survey Design & Analysis — From questionnaire development through data collection, statistical analysis, and insight generation. Rigorous methodology. Clear, actionable findings. ✓ Customer Personas & Journey Mapping — Deep profiles of your ideal customers: who they are, what drives their decisions, where they get stuck, and how to reach them at the right moment. ✓ Product-Market Fit Validation — Know whether your product solves a problem customers will actually pay to solve — before you spend another dollar on development or marketing. ✓ Competitive Intelligence — Understand your competitors' positioning, gaps, and vulnerabilities so you can differentiate with precision. My Process Every engagement starts with a conversation about your goals — not a template. I design research that fits your stage, your budget, and the decisions in front of you. You get professional, client-ready deliverables: reports, visualizations, and strategic recommendations you can act on immediately, or present to investors and stakeholders with confidence. Proven Results Across 200+ Projects. Clients in 30+ Countries. ✓ For a creative agency seeking pricing strategy guidance: "Christopher did an amazing job. I valued his perspective as a thought partner throughout the project. I was impressed with his attention to detail and his ability to take the initiative. I will be working with him again in the future." ✓ For a legal services firm requiring personas and customer journey maps: "Christopher is a top-notch market researcher in the field. A consummate professional — always thorough, communicative, and responsive. I felt like I was working with a partner and team member, not a consultant. I highly recommend him." ✓ For a healthcare startup requiring market research: "Christopher is fantastic. He was diligent, extremely skilled, and genuinely cared about my project. He went far above and beyond what I expected. A+++" Who I Work Best With Founders validating a new product or service concept. Teams preparing for a fundraise or market entry. Growing businesses that need to understand why customers aren't converting — or which segment to go after next. If you're at a decision point and need clarity, that's exactly where I add the most value. Let's talk. Message me to schedule a brief, no-obligation consultation. Tell me where you're stuck — I'll tell you how research can get you unstuck.

Mission-Driven Program Director Strategic and mission-driven Senior Program Manager with 10+ years of experience leading high-impact community engagement, network building, and economic mobility initiatives. Adept at designing and executing programs that advance cross-sector collaboration, grassroots advocacy, and stakeholder-driven innovation. Skilled at managing largescale grants, building national and statewide partnerships, and increasing engagement across diverse communities. Customer service specialist. Major impacts include successfully building and maintaining strategic partnerships and mobilization, improved communities of practice, enhanced mobilization resulting in advocacy for/defense of federal financial security policies and over $1 million distributed to under-resourced community-based organizations. Conceptualized and launched large scale initiatives to connect disparate economic justice and affordable housing networks to standardized learning, networking, mobilization, and leadership efforts.

SPHR and SHRM-SCP certified HR executive with 25 years of driving business goal achievement by empowering employees to do their best work every day. Proactively introduces creative initiatives to solve business problems. Exceptional organizational and analytical skills. Known for ability to bring order from chaos. Excels at data-based decision-making while never losing sight of the human element.