I design executive KPI dashboards and operational performance systems in Excel, Google Sheets, and Apple Numbers.
My focus is simple: turn messy, fragmented data into clean, decision-ready reporting that leaders can use immediately.
With 15+ years leading multi-site operations, I have built real-world performance systems for teams responsible for revenue, labor, margin, and productivity across multiple locations. I understand not just how to build dashboards, but how to structure the right KPIs so they drive behavior and accountability.
I specialize in:
• Executive summary dashboards
• Multi-location performance reporting
• Weekly operational scorecards
• Automated KPI tracking
• Financial forecasting models
• Spreadsheet optimization and rebuilds
• Excel ↔ Google Sheets conversions
My work is built for clarity, usability, and long-term scalability. Clean formulas. Logical structure. Dynamic filtering. No unnecessary complexity.
Clients typically come to me when:
Their reporting is manual or inconsistent
Leadership lacks clear visibility into performance
Spreadsheets have become cluttered and unreliable
They need an executive-ready dashboard for decision-making
They want KPI systems that actually reflect business drivers
I combine operational experience with advanced spreadsheet architecture to deliver tools that are practical, reliable, and easy for teams to maintain.
If you need a clean, professional dashboard or performance tracking system that improves visibility and accountability, I can help.
Microsoft Excel
Google Sheets
Data Visualization
Analytics Dashboard
KPI Metric Development
Performance Management
Financial Modeling
Data Analysis
Process Improvement
Business Intelligence
Internal Reporting
Forecasting
Operations Analytics
Daniela S.
Tyler, Texas
$60/hr
4.8
19 jobs
Hello and welcome to my Upwork profile! I'm thrilled to have the opportunity to introduce myself as an experienced HR professional and consultant with a diverse background across a wide range of industries. Throughout my career, I have gained comprehensive expertise and skills across the full spectrum of Human Resources.
As an HR professional, I am passionate about partnering with organizations to create a positive and productive work environment that fosters employee engagement and drives business success. I understand that effective HR practices are vital for attracting and retaining top talent, developing high-performing teams, and aligning HR strategies with organizational goals.
With my extensive experience, I have successfully navigated various HR disciplines, including recruitment and talent acquisition, employee onboarding and retention, performance management, compensation and benefits, employee relations, compliance, and HR policy development. I have worked closely with executives, managers, and employees at all levels to provide strategic guidance, support, and solutions to HR challenges.
Throughout my career, I have worked in diverse industries, including government, finance, healthcare, non-profit, and more. This exposure has given me a deep understanding of industry-specific HR practices and the ability to adapt and tailor HR strategies to meet the unique needs of different organizations.
As an HR consultant, I bring a collaborative and results-oriented approach to my work. I partner closely with my clients, actively listening to their needs and objectives, and providing tailored HR solutions that align with their organizational culture and business goals. Whether it's conducting a comprehensive HR audit, developing and implementing HR policies and procedures, or providing guidance on complex employee relations issues, I am dedicated to delivering high-quality and impactful results.
I pride myself on staying up-to-date with the latest HR trends, best practices, and legal requirements to ensure that the advice and solutions I provide are current and compliant. I am adept at utilizing HR technologies and systems to streamline processes and enhance efficiency, such as HRIS, applicant tracking systems, and performance management software.
Collaboration and client satisfaction are at the core of my work. I believe in building strong partnerships with my clients based on trust, open communication, and a shared commitment to achieving HR excellence. I am known for my professionalism, integrity, and ability to handle sensitive and confidential information with utmost discretion.
Thank you for taking the time to visit my profile. If you are seeking an experienced HR professional and consultant who can support your organization across the full spectrum of Human Resources, I am here to help. Let's work together to create a thriving and people-focused work environment that drives success.
Best regards,
Daniela
Leadership Development
Human Resource Management
Recruiting
Employee Relations
Cover Letter
Career Coaching
Microsoft Excel
Resume
Microsoft PowerPoint
Performance Management
Mercy A.
Webster, Texas
$20/hr
5.0
13 jobs
A potential client finds your business online. They like what they see. But when they try to book an appointment, request a quote, or figure out what to do next there's no clear way to do it. So they leave, and book with someone else instead.
That's not a marketing problem. That's a website problem and it's the most common, and most expensive, mistake I see in service-based businesses.
I'm a Top Rated Squarespace web designer and developer with 100% Job Success and $3K+ earned, and I build websites for businesses that run on appointments and bookings where every visitor has one clear next step: get on your calendar.
I build booking-ready websites for:
• Life, business & executive coaches
• Consultants & therapists
• Salons, spas & wellness practitioners
• Personal trainers & fitness studios
• Cleaning services & home service providers
• Nonprofits, churches & professional services
• Any business where a booked appointment is the goal
MY SQUARESPACE SERVICES
• Squarespace website design and development
• Complete website redesign
• Mobile and responsive optimization
• Landing page design
• Calendly and Acuity Scheduling integration
• Appointment and consultation booking
• Lead-generation and contact forms
• Email capture and newsletter integration
• Squarespace ecommerce setup
• Custom CSS, HTML and JavaScript
• Domain, DNS and business email setup
• Website migration to Squarespace
• On-page and local SEO
• Client training & handoff walkthrough
WHAT YOU CAN EXPECT
✓ A clean, professional and trustworthy design
✓ Clear navigation and website structure
✓ Strategic calls to action
✓ Mobile-friendly pages
✓ Functional forms and integrations
✓ SEO-friendly page setup
✓ Clear communication throughout the project
✓ A website you can confidently update yourself
MY PROCESS
1. Understand your business, audience and website goals
2. Organize your pages and visitor journey
3. Establish the visual direction
4. Design and develop the website
5. Add forms, bookings and integrations
6. Optimize and test the mobile experience
7. Walk you through how to update your site (text, images, pricing, availability) so you're never stuck waiting on a developer for small changes
8. Complete the final review and handoff
COMMON QUESTIONS
Do you redesign existing sites, or only build new ones?
Both — plus full technical setup (domain, DNS, email migration) so you get a fully operational site, not just a design file. I specialize exclusively in Squarespace and don't build on WordPress or Wix.
Will I be able to update the site myself after it's done?
Yes I build every site so it's easy to manage without touching code, and I walk you through exactly how to update text, images, pricing, and availability before we wrap up. If you ever want changes made for you instead, I'm also available for ongoing updates.
Do you offer support after launch?
Yes, I'm available for updates and maintenance after handoff many clients keep working with me month to month.
WHY CLIENTS CHOOSE ME
Clients describe me as reliable, collaborative, detail-oriented and committed to quality. I communicate clearly, explain technical decisions without confusing jargon and remain accountable from the first conversation through launch.
Whether you need a new Squarespace website, a complete redesign or focused improvements to generate more bookings and enquiries, I can help.
Send me your website or project brief and tell me the main action you want visitors to take. I'll review it and recommend the best way to move forward.
Squarespace
Web Design
Web Development
Website Redesign
Responsive Design
Website Customization
Landing Page Design
Conversion Rate Optimization
Search Engine Optimization
On-Page SEO
UX & UI
CMS Development
CSS
HTML
JavaScript
Website Migration
Acuity Scheduling
Booking Website
Ecommerce Website Development
Lead Capture
B Diane H.
Austin, Texas
$120/hr
5.0
22 jobs
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)
Startup Consulting
Business Change
Management Consulting
Business Continuity Plan
Business Coaching
Change Management
Business Plan
Business Process Modeling
Marketing Strategy
Business Proposal Writing
Employee Training
Erin S.
San Antonio, Texas
$50/hr
5.0
1 jobs
Professional Summary:
Instructional Designer with over 15 years of expertise in enhancing learning outcomes through innovative design and strategic collaboration. Proficient in project management and eLearning development, utilizing tools like Camtasia and Adobe Creative Suite to create impactful training solutions. Committed to aligning educational strategies with organizational objectives, driving team efficiency and fostering a culture of growth and excellence.
Skills and Competencies:
Instructional Design & eLearning Development – Expert in designing engaging, learner-centered content using Articulate Storyline, Rise, Captivate, and Camtasia.
Curriculum & Content Development – Skilled in aligning learning objectives with business and academic standards; experienced in creating accessible and inclusive learning experiences.
Learning Technologies – Proficient in Adobe Creative Suite, Google Workspace, LMS platforms (Canvas, Moodle, Blackboard), and AI tools like ChatGPT for content creation.
Project Management – Experienced in leading cross-functional projects, managing timelines, and delivering high-quality training solutions on schedule.
Data Analysis & Performance Improvement – Strong ability to analyze learner data and feedback to assess training effectiveness and drive continuous improvement.
Training, Coaching & Facilitation – Skilled in delivering professional development, mentoring educators and instructional designers, and supporting organizational growth.
Leadership & Collaboration – Adept at partnering with SMEs, faculty, and stakeholders to develop solutions aligned with strategic goals; experienced in leading teams and initiatives.
Digital Learning Strategy – Expertise in needs assessment, user experience design, and integrating emerging technologies to enhance engagement and retention.
Leadership Development
Instructional Design
Educational Technology
Elearning Design
Articulate Storyline
Adobe Captivate
Melissa M.
Austin, Texas
$75/hr
5.0
21 jobs
Starting a business is hard enough. Growing it doesn't have to be.
I help founder-led businesses build the people, processes, and operating systems that create clarity, accountability, and sustainable growth. Whether you're strengthening leadership, documenting workflows, implementing better systems, or preparing for your next stage of growth, my goal is simple: build a business that's easier to lead and better equipped to grow.
You're the expert in your business. I'm the expert in building the business around it.
Ways I Can Help
• Fractional COO support
• Business operating systems
• Strategic planning and execution
• Leadership coaching and accountability
• Organizational design and role clarity
• Executive 360 Reviews
• KPI scorecards and reporting systems
• SOP development and process documentation
• Workflow optimization
• Project management and PMO development
• CRM implementation and operational software
• Team communication and meeting cadence
• Recruiting, onboarding, and leadership development
• Budgeting, forecasting, and operational planning
Every business grows differently, so there isn't a one-size-fits-all playbook.
The first step is understanding how work actually gets done today, where friction exists, and what will create the greatest impact. From there, we build practical systems that fit your business, your team, and your goals—not someone else's framework.
Sometimes that's strategic planning. Sometimes it's leadership coaching, SOPs, project management, software implementation, or organizational design. More often, it's a combination that gives your team the clarity and confidence to keep moving forward.
Partners in Growth - A Good Fit If...
• You're growing faster than your systems.
• Too many decisions still depend on you.
• Your team needs more clarity, accountability, or structure.
• You're preparing to hire, expand, or reorganize.
• You're tired of solving the same problems over and over.
• You know the business could run better—you just need the right partner to help build it.
If you're looking for someone to simply manage projects or check tasks off a list, I'm probably not the right fit. If you're looking for a strategic partner who can help build the systems, leadership, and operational foundation that allow your business to grow with more confidence and less chaos, I'd love to talk.
Background
Drawing on nearly 20 years in operations, project management, leadership development, and business coaching, I bring both strategic perspective and hands-on execution to every engagement. Project Management Professional (PMP) achieved in 2004.
Leadership Development
Project Management
Cross Functional Team Leadership
Documentation
Leadership Coaching
Growth Strategy
Process Improvement
Lead Generation Strategy
CRM Software
Business Coaching
Training & Development
Performance Management
KPI Metric Development
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Kinetic Investments
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Summa Linguae
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