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🔹 STRATEGIC OPERATIONS, PROCESS TRANSFORMATION & BUSINESS SYSTEMS CONSULTANT I help founder-led and growing businesses improve operations, redesign business processes, implement scalable systems, and create the operational foundations needed for sustainable growth. With 20+ years of experience in business operations, process improvement, project delivery, and systems implementation, I help organizations move from reactive operations to structured, scalable operating systems. If your business is experiencing operational bottlenecks, inconsistent execution, poor visibility, disconnected systems, or founder dependency, I can help identify the root causes and implement practical solutions. What I Do I work with business owners, executives, and leadership teams to: ✅ Analyze and redesign business processes ✅ Build scalable operating systems ✅ Improve cross-functional workflows ✅ Implement business systems and operational infrastructure ✅ Design accountability and KPI frameworks ✅ Lead software and ERP implementation initiatives ✅ Develop SOPs, knowledge bases, and training systems ✅ Improve reporting, visibility, and decision-making My focus is not simply implementing software but improving how the business operates. CORE AREAS OF EXPERTISE Business Process Reengineering & Operational Excellence • Process Analysis & Improvement • Current State / Future State Design • Gap Analysis • Workflow Optimization • Organizational Process Design • Continuous Improvement • Change Management Business Systems Architecture • Operating System Design • Workflow Architecture • Business Requirements Gathering • Functional Specifications • SOP Development • Knowledge Management Systems • Onboarding & Training Frameworks Project & Implementation Leadership • ERP Implementations • CRM Implementations • Software Deployment • Stakeholder Management • Risk & Dependency Management • Cross-Functional Coordination • Vendor Management Performance Management & Reporting • KPI Development • Business Metrics • Executive Dashboards • Operational Reporting • Process Measurement • Accountability Systems AI & Automation Capabilities I help organizations leverage AI and automation where it creates measurable business value. Capabilities include: • Context Engineering • AI-Assisted Workflow Automation • Operational Knowledge Assistants • AI-Powered Reporting & Insights • Business Process Automation • Prompt Engineering for Business Operations • Workflow Intelligence & Process Audits • Automation Opportunity Assessments Tools include: ChatGPT | Microsoft Copilot | Google Gemini | Google NotebookLM | Zapier | AI Productivity Platforms PLATFORMS & SYSTEMS ERP / CRM • NetSuite (Admin & Project Management) | Odoo| Salesforce | Zoho | HubSpot Project & Workflow Management • Asana| Monday dot com | Trello | Jira | Avaza Process Mapping & Documentation • Lucidchart | Microsoft Visio | Notion Business Intelligence & Analysis • Excel | Google Sheets | Reporting & KPI Systems PROFESSIONAL BACKGROUND ✔ 20+ years in business operations, strategy, and project delivery ✔ 14+ years in senior leadership and operational management ✔ MBA - United States – Business Process Reengineering & General Management ✔ Bachelor of Science – Computer Science ✔ $100K+ Earned on Upwork ✔ 100% Job Success Score ✔ Top Rated Plus CERTIFICATIONS & EXECUTIVE TRAINING • Generative AI for Project Managers – IBM (2026) - Generative AI: Introduction and Applications - Generative AI: Prompt Engineering - Generative AI: Unleash Your Project Management Potential • Managing Projects in Notion – Coursera Project Network (2025) • Business Metrics for Data-Driven Companies – Duke University (2025) • Use RACI Charts for Work Management with Asana – Coursera Project Network (2025) • Improve Efficiency in Asana for Project Managers – Coursera Project Network (2025) • AI for Everyone – DeepLearning.ai (2024) • Oracle NetSuite Partner SuiteSuccess Methodology – Oracle University (2024) • Jira Fundamentals Training – Atlassian (2024) • Managing the Company of the Future – University of London (2022) • Design Thinking for Innovation – University of Virginia Darden (2022) • Digital Transformation – Boston Consulting Group (2021) 💡 Whether you’re implementing a new system, redesigning a business process, scaling operations, or building a more structured operating model, I can help turn complexity into clarity and execution.

I help organizations bring structure to complex operations, transforming regulatory, HR, and business requirements into clear, scalable systems that ensure compliance, consistency, and operational efficiency. I also support organizations in navigating complex regulatory processes by structuring requirements, mapping out compliance steps, and preparing documentation to support licensing, accreditation, and audit readiness. With 15+ years in a top-tier government-owned corporation where I led the enterprise-wide Compliance Program—designing and implementing centralized monitoring systems, compliance frameworks, and standardized workflows that improved accountability and audit readiness. I specialize in compliance documentation, HR and operational SOPs, and structured business writing in highly regulated environments. My work focuses on building audit-ready systems—from ISO 9001-aligned Manuals of Operations to onboarding workflows, policies, and process documentation that teams can actually use. Currently, I support a US-based institution in regulatory compliance and licensing, where I manage structured documentation systems, track requirements, and ensure submissions are accurate, complete, and audit-ready. I also develop SOPs, knowledge bases, and workflow systems, working closely with leadership and cross-functional teams to maintain organized, compliant operations. I bring a systems-driven approach—ensuring that documentation is not just written, but structured, aligned, and built for execution. 🔷 WHAT I CAN HELP YOU WITH ✔ Regulatory and HR compliance documentation (licensing, onboarding, audits, filings) ✔ SOPs, policies, and Manuals of Operations (including ISO 9001-aligned systems) ✔ HR and operations process documentation (recruiting, onboarding, workflows, internal systems) ✔ Compliance tracking systems and structured workflows ✔ Proposal, business, and technical writing (clear, decision-ready content) ✔ Procurement documentation and technical specifications ✔ Knowledge base and documentation system development 🔷 WHAT SETS ME APART Strong compliance and audit mindset (accuracy, traceability, readiness) Systems-driven approach (I build structure—not just documents) Ability to translate complex requirements into clear, usable workflows Experienced in handling sensitive, high-level, and confidential work Proven track record supporting executive leadership and cross-functional teams 🔷 TOOLS & SYSTEMS Microsoft Office | SharePoint | OneDrive | ClickUp | Dropbox | AI Tools Documentation systems | Compliance tracking systems | Knowledge bases | SAP HRIS and SAP HCM 🔷 ADDITIONAL KNOWLEDGE US HR & Compliance (Foundational): COBRA, 401(k), onboarding documentation US Procurement Processes | SOC 2 & GDPR (Foundational Knowledge) 🔷 WHAT YOU CAN EXPECT ✔ Clear, professional, and well-structured documentation ✔ Organized workflows that reduce delays and inefficiencies ✔ Strong ownership and accountability ✔ Scalable systems that support long-term operations

I help companies turn complex operations into structured, scalable systems. Many growing businesses struggle with: • Teams relying on tribal knowledge • Lack of SOPs and standardized workflows • Poor operational visibility • No KPI tracking or performance dashboards • Founder bottlenecks • Inefficient processes slowing growth My work focuses on Operational Excellence and Business Process Improvement — building the systems that allow companies to scale efficiently. What I Help Companies Build ✔ Operational Excellence frameworks ✔ Process improvement & workflow redesign ✔ SOP development and documentation ✔ KPI dashboards and operational metrics ✔ Cross-team accountability systems ✔ Operational playbooks for scaling companies ✔ Bottleneck analysis and process optimization ✔ Project execution for operational transformation Experience I bring leadership experience from technology and service organizations, where I have: • Implemented scalable operating systems • Built operational frameworks across teams • Improved cross-functional coordination • Designed KPI and reporting systems • Led process improvement initiatives I specialize in helping organizations move from reactive operations to structured, data-driven execution. Who I Work Best With • Startups and scaling companies • SaaS and online businesses • Remote teams • Founders needing operational structure • Companies implementing Operational Excellence programs Tools & Systems • Process mapping and workflow design • SOP development frameworks • KPI dashboards and operational metrics • Operational performance reviews • Project execution frameworks Current Focus I am also completing a Post-Graduate Diploma in AI Engineering and Machine Learning, allowing me to integrate automation and intelligent workflows into operational systems.

I help businesses organize operations, improve workflows, and build structured systems that increase efficiency, visibility, and accountability. With 20+ years of experience in operations, compliance, ISO systems, and team coordination, I bring a process-driven approach to project support, documentation, reporting, and workflow organization. I specialize in helping growing businesses create clear operational systems so teams can stay organized, reduce manual inefficiencies, and keep projects moving smoothly. ✅ Areas I Can Support • Project coordination and operational tracking • Workflow organization and process improvement • SOP creation and documentation systems • Compliance tracking and audit preparation • CRM/data cleanup and structured reporting • Dashboard reporting (Excel / basic Power BI) • Administrative and operations support • Google Workspace and document organization ✅ Tools & Platforms • Microsoft Excel (Pivot Tables, XLOOKUP, reporting) • Google Workspace (Docs, Sheets, Drive) • Power BI (basic dashboards) • Slack / ClickUp / Zoom / MS Teams • Currently expanding into Notion, automation tools, and workflow systems ✅ Compliance & Systems Background • ISO 9001 / 14001 / 45001 systems support • Audit preparation and compliance coordination • Risk assessment and documentation management • Structured reporting and operational documentation ✅ What Sets Me Apart • 20+ years of real-world operations and compliance experience • Strong systems and process-oriented thinking • Able to organize disorganized workflows into structured systems • Reliable, detail-oriented, and proactive communication • Comfortable working independently with minimal supervision If you need someone who can help organize operations, improve workflows, support documentation systems, and keep projects moving efficiently, I’d be happy to help.

“Custom forms and SOPs that save hours every week. I design checklists, workflows, and inventory systems that keep operations running flawlessly.” Hi, I’m Karen an Industrial Engineer with 6 years of progressive experience in a manufacturing environment. I help businesses streamline operations through precise inventory planning and clear, efficient SOPs and workflows. I bring a strong foundation in engineering, operations, and systems improvement. My career path has taken me from Process Improvement Analyst to Process Engineer, Systems & Methods Control Officer, and now into Supply Chain management. This breadth of experience allows me to deliver solutions that align with real-world operational needs—supporting both local and international clients. Throughout my career, I’ve specialized in streamlining operations, optimizing production workflows, and developing clear, audit-ready SOPs. I bring a deep understanding of logistics processes, inventory planning, and compliance control to every project—ensuring efficient, scalable, and quality-driven results. 💼 Key Achievements: ✅ Created SOPs and process documentation that replicate success and support scaling or sale of a business ✅Improved HR & payroll systems, increasing efficiency and reducing errors ✅ Strengthened compliance controls with a U.S.-based client to prevent PAGA-related violations ✅ Developed an automated system for product process control, reducing manual tasks and increasing traceability ✅ Created accurate forecasting tools for raw material delivery and production planning ✅ Designed SOPs and documentation frameworks for operational consistency and audit readiness 🔧 Key Expertise: ⚙️Supply Chain & Inventory Management ⚙️Production Planning & Capacity Optimization ⚙️Logistics Process Mapping ⚙️SOP Development & Documentation Control ⚙️Compliance Auditing & Quality Systems ⚙️Continuous Improvement (Lean) 📊 Data Analysis & Reporting (Tools) ⚙️Microsoft Excel (including PivotTables, Macros, VLOOKUP, etc.) ⚙️MICROSFOT VISIO EXPERT (for process flowcharts and diagrams) ⚙️Fishbone/Ishikawa Diagram ⚙️Process Chart ⚙️Flow Diagram ⚙️Innergy ⚙️Slack ⚙️Microsoft Teams 💼 What I Deliver: • Clear, audit-ready SOPs and process documentation • Workflow analysis and efficiency improvements • Inventory control and supply chain optimization • Compliance support and operational audits • Scalable systems for manufacturing and service industries Let’s work together to bring your business more clarity, control, and efficiency. Open to both short- and long-term projects.

Stop chasing updates, missed deadlines, and unclear ownership. I bring direction, accountability, and project momentum. I lead when delivery stalls, priorities shift, and no one owns the outcome. Definitely not a "Task Tracker" - I foster collaborative discussion, requirements & scope clarity, enforced accountability, and push things to completion. I’ve led IT infrastructure projects for Avaya Holdings and built operations from scratch for startups, mid-sized companies, and enterprise teams on Upwork. I’ve supported ISO 27001 certification and handled high-risk cloud projects with government stakeholders using structured PMBOK delivery approach. CLIENTS BRING ME IN WHEN • The project is “active,” but nothing is actually getting delivered • Tasks exist, but no one is accountable • Priorities keep changing, and no one resets direction • Tools are in place, but the team isn’t really using them • They’ve already hired a PM—and it still isn’t working WHAT CHANGES WHEN I’M INVOLVED • Ownership becomes clear, no more gaps or overlaps • Work starts moving, not just being discussed • Teams follow structure without being micromanaged • Decisions are made faster, with less noise • Delivery becomes predictable TRACK RECORD • Reduced delivery timelines by 40% for an AI agency • Saved 15+ hours/week through automation • Delivered an ERP rollout for a 350-person company on time • Managed 10+ enterprise projects with zero governance issues • Fixed a failing 2-year property management system in 3 weeks • Led ISO/IEC 27001 certification and ISMS Framework and Audits • Engineered AI-driven workflows using Stack AI Agents to automate lead scraping, reducing manual overhead by 30%. TOOL & TECH STACK: Project Management - Asana, Jira, ClickUp, Monday, Notion, MS Projects, Productive, Mavenlink Web & Software Development - Shopify, WordPress, Github, Vercel, VS Code, Figma Generative AI & LLMs - GPT-4, Claude 3.5, Gemini, Perplexity, GenSpark Process Mapping - Miro, Lucidchart CRM - Salesforce, Honeybook, BitTrix, GoHighLevel Automation - Zapier, N8N Automation, Make Marketing - ActiveCampaign, HubSpot, ClickFunnels, MailChimp Customer Support - Intercomm, Zendesk --- If your organization needs structure, ownership, and actual progress— please reach out. I’ll respond promptly.