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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.)

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)

Technical Business Analyst, Product Manager & Project Management Consultant with 16+ years of experience delivering data-driven digital solutions in 4 core industries: 🔹Banking 🔹Fintech 🔹Insurance 🔹Human Resources My tenure with Tier-1 organizations like JP Morgan Chase ( 7 Years) , Capgemini (4 Years ) , and Aon Hewitt (2 Years) has endowed me with: 🔹Deep domain expertise 🔹A proven track record of driving results in high-stakes enterprise environments I specialize in: 🔹Evaluating systems, processes, and user experiences 🔹Bridging the gap between business stakeholders and technology teams 🔹Translating ambiguous business problems into clear, structured requirements, process designs, and actionable delivery plans Whether you need: 🔹 A Business Requirements Documentation (BRD) crafted from scratch 🔹 Functional Requirements Documents (FRD) 🔹 User Stories & Acceptance Criteria 🔹 Agile/Scrum Documentation 🔹 An Agile team led through a complex sprint cycle 🔹 A system implementation managed end-to-end 🔹 UAT Planning & Support 🔹 Process Flow Diagrams 🔹 Gap Analysis 🔹 Data Mapping & Workflow Documentation 🔹 Stakeholder Communication 🔹 Project Coordination & Delivery Support I bring structured thinking, strong communication, and enterprise-level execution to every engagement. 𝗞𝗘𝗬 𝗘𝗫𝗣𝗘𝗥𝗧𝗜𝗦𝗘 📌 Business Analysis Requirement Gathering • Functional Analysis • Documentation • Technical Writing • Workflow Analysis • Process Improvement • UAT • Functional Testing • Production Support • Business Process Design • SOPs • Roadmap Delivery 📌 Agile & Project Management Sprint Planning • User Stories • Backlog Management • Stakeholder Management • Risk Assessment • Status Reporting • Vendor Coordination 📌 Domain Expertise Banking • Credit Cards • Fintech • Insurance • HR Systems • Clinical Research • Data Management 📌 Data & Technical Skills SQL • SAS • Informatica • Teradata • ETL • Data Mapping • Data Quality • Reporting 📌 Tools & Platforms Jira • Confluence • MS Excel • MS Project • SharePoint • Tableau • Power BI • Salesforce CRM • ERP Oracle HCM, SAP HR 📌 Methodologies Agile • Scrum • Waterfall • SAFe ✅ Why clients work with me: ✔ I offer a unique combination of Business Analyst, Project Manager, Product Manager, Client Engagement Manager, Client Interview, Operation Consultant, Operation Manager, Business Manager, Technical Business Analyst, Operation Team Member, Business Development Manager and communication leadership roles which are typically handled by separate resources. ✔I serve as a central coordination partner across clients, stakeholders, and delivery teams — simplifying collaboration and improving execution efficiency across projects. ✔ Clear and structured documentation ✔ Strong business-to-technology communication ✔ Enterprise project experience ✔ Reliable stakeholder management ✔ Fast learning and problem-solving ability ✔ Detail-oriented delivery approach In addition to delivery roles, I have participated in hiring panels, helping organizations evaluate candidates and align talent with business and team needs. Clients consistently value my ability to clarify complex requirements, bridge business and technology teams, and drive projects towards successful outcomes, as reflected in my portfolio items Let’s discuss how I can help streamline your requirements and bring delivery excellence to your next project. Thank you!

I help healthcare organizations improve operations, increase revenue, reduce complexity, and execute strategy without the cost or commitment of a full-time executive hire. As a Fractional COO and Principal Management Consultant with 12+ years of senior-level leadership experience, I partner with healthcare systems, provider groups, behavioral health networks, HealthTech and MedTech startups, and other healthcare-adjacent companies. My clients range in size from venture-backed startups to Fortune 500 organizations throughout the U.S. and internationally. Recent and active engagements include: • Fractional or interim COO / VP of Operations • Strategy execution, roadmaps, OKRs, feasibility, and market research • Operations, process, workflow, and performance improvement • Revenue, reimbursement, and margin optimization • AI, automation, dashboards, and reporting systems • EHR, Epic, and healthcare technology optimization Message me to schedule a Discovery Call where we can explore your challenges and goals. After our call, I'll send you a clear action plan outlining recommended next steps, timeline, deliverables, and expected outcomes.

Hi! I’m Jordan — an organized, people-focused professional specializing in management services, executive administration, project management, and client communications. I bring a bubbly, approachable energy while still maintaining a polished and professional communication style. I thrive in fast-paced environments and genuinely enjoy helping businesses stay organized, responsive, and connected with their clients and audience. From executive support and project coordination to social media engagement and communication management, I pride myself on being dependable, detail-oriented, adaptable, and easy to work with. I’m someone who loves creating positive experiences, keeping things running smoothly behind the scenes, and bringing both professionalism and personality to every interaction. If you’re looking for someone who is proactive, organized, communicative, and brings great energy to a team — I’d love to work with you!

Jamese Richardson is a Healthcare IT and Operations Project Management consultant with more than 13 years of experience leading complex system implementations, operational transformation initiatives, and enterprise reporting programs across healthcare and public-sector organizations. Her work focuses on aligning technology, operations, and compliance to improve organizational performance and strengthen executive decision-making. Jamese has led cross-functional initiatives involving clinical leadership, IT teams, compliance officers, finance departments, and operational stakeholders to deliver large-scale programs within highly regulated environments. She brings deep experience supporting Epic-enabled operational workflows, healthcare compliance frameworks, and enterprise reporting initiatives. Her projects often involve stabilizing underperforming programs, establishing project governance and PMO structures, and implementing data-driven reporting systems that provide leadership with clear performance insights. Jamese has also led multimillion-dollar operational initiatives within large public-sector organizations, managing vendor implementations, workforce programs, and enterprise modernization efforts across complex administrative environments. Her ability to translate operational challenges into structured implementation plans has enabled organizations to improve reporting visibility, strengthen governance, and increase operational efficiency. Her consulting focus includes healthcare IT implementation, operational process improvement, PMO governance design, compliance reporting initiatives, and enterprise analytics programs. Through a disciplined project management approach, Jamese helps organizations execute high-impact initiatives while maintaining regulatory compliance and operational continuity.