Hire the Best Omnex Systems Problem Solver Specialists
in the United States

I build structured operational systems that help small and medium-sized businesses operate with more clarity, organization, automation, and scalability. My work focuses on connecting departments, optimizing workflows, improving communication, standardizing operations, and creating infrastructure that allows businesses to grow through organized systems rather than operational chaos. After 10 years of experience building my own companies and consulting startup clients, I can help businesses improve and organize systems across multiple departments and operational layers including: • Marketing Department Brand identity, web infrastructure, content production systems, marketing workflows, social systems, tracking systems, advertising infrastructure, lead generation systems, audience retargeting, analytics integration • Sales Department CRM systems, lead databases, pipeline workflows, sales infrastructure, booking systems, phone systems, SMS systems, email systems, sales SOPs, client communication workflows • Operations Department Scheduling systems, customer flow, service delivery structure, execution workflows, operational analytics, internal coordination systems, workflow standardization, automation systems • Finance & Accounting Department POS systems, payment infrastructure, invoicing workflows, reporting systems, operational finance coordination, cost/payment tracking systems • HR & Team Coordination Onboarding systems, training structure, internal communication workflows, operational guidelines, role organization, team coordination systems • Procurement, Inventory & Logistics Supplier coordination, inventory systems, warehouse workflows, dispatch systems, equipment coordination, operational logistics structure • Technology & Infrastructure Website systems, cloud infrastructure, CRM integrations, automation workflows, AI systems, analytics infrastructure, operational software ecosystems • Legal & Compliance Support Operational documentation structure, internal compliance organization, business structure coordination, process documentation systems My approach combines operational structure, organizational management, and technology implementation to create scalable business systems that improve clarity, execution, communication, and long-term operational efficiency.

Hi, I’m Melissa — an Online Business Manager and Tech Integrator with a focus on systems & operations. I'm the one business owners ping when they’re drowning in tasks, their team’s scattered, and their “systems” are basically sticky notes and crossed fingers. I don't just organize — I optimize. My specialty? Turning messy, hacked-together operations into clean, scalable, and automated systems that actually support growth. What I bring to the table: 📌 Day-to-Day Management – keeping projects, people, and priorities on track without you babysitting. ⚡ Tech Integrations + Automation – ClickUp, Dubsado, Zapier, Circle.so, Kajabi, and beyond. 🚀 Course & Digital Product Launch Support – backend, workflows, and delivery handled so you can stay in creator mode. 🗂️ SOPs & Process Docs – clarity in processes that lets your team run without you. 🔍 System Audits + Workflow Optimization – I’ll find the bottlenecks and fix them before they choke growth. Why me? Because I've been doing this for 15+ years, and I don't just "check tasks off a list." I think like an owner, anticipate problems before they hit, and build operations that free you up to actually run (and enjoy) your business. I'm not someone who waits for instructions or needs hand holding — I'm your partner who sees three steps ahead and gets it done. Certifications + Street Cred: - ClickUp Verified Expert + Ambassador - Certified Online Business Manager (Tina Forsyth + Sarah Noked) - Marie Forleo's B-School Alumni - Amber McCue's Freshly Implemented Alumni - Real Estate VA Academy Alumni - Plus: Advanced training in automation, ops, and digital business systems (aka I live and breathe this stuff). If you're ready to stop being the bottleneck in your own business, let's talk. I'll bring the structure, strategy, and execution you've been missing.

🚀 Automation Architect | Systems Integrator | Workflow Fixer for Growing Businesses If your automations are firing at the wrong time, duplicating data, missing edge cases, or quietly breaking in the background—I fix that. I help businesses design, rebuild, and stabilize automation systems that actually run core operations, not just one-off Zaps. My work focuses on reliability, clean logic, and real business outcomes. This is not surface-level automation. I specialize in workflows where accuracy matters—payments, CRMs, accounting, onboarding, notifications, and approvals. ⚙️ What I Do (Based on Real Client Work) ✨ Payment & Revenue Automations • Stripe / Square triggers that fire only when payment is completed • Replace unreliable native triggers with webhooks • Post-payment actions: CRM updates, email notifications, Slack/Telegram alerts, enrollments • Fix “ghost orders” and premature triggers 📊 CRM & Lifecycle Automation • Sync and segment contacts across CRMs (Mailchimp, HubSpot, FUB, ClickUp CRM) • Correct tagging logic (trial vs paid, active vs cancelled) • Prevent duplicate records and conflicting automations • Build clean pipelines with automated follow-ups and handoffs 🧾 Finance & Accounting Workflows • Funnel form submissions, orders, or emails into QuickBooks Online • Draft estimates → approvals → invoices • Maintain human review where required (no blind auto-sending) • Reconcile data between sales systems and accounting 📁 Documents, Forms & E-Signatures • Google Forms → Autocrat → Drive → DocuSign workflows • Reliable file detection and attachment handling • Structured folder creation and naming conventions • Eliminate known Zapier + Drive edge cases 📋 ClickUp Systems & Automations • Cross-task and cross-list updates based on custom fields • Event/date-driven task updates • Space / Folder / List architecture • Dashboards, automations, and governance that scale with teams 🧠 Broken Automation Diagnosis • Debug Zaps or Make scenarios that “mostly work” • Identify race conditions, trigger flaws, and data mismatches • Rebuild logic to be stable, testable, and documented 🧰 Tools & Platforms I Work With 🔗 Automation & Integration • Zapier (advanced multi-step Zaps, webhooks, code steps) • Make (routers, iterators, error handling) • Jitterbit • BetterCloud • Custom Webhooks, REST & SOAP APIs • JavaScript & Python (Zapier Code, API transformations) 📊 Project Management & Work Management • ClickUp (systems, dashboards, automations, governance) • Monday • Jira • Google Sheets–based operational systems 🧠 CRM, Sales & Marketing Systems • HubSpot • Follow Up Boss • Mailchimp • GoHighLevel • Circle • CRM lifecycle automation, tagging logic, deduplication, and syncing 💳 Payments, Finance & Accounting • Stripe • Square • QuickBooks Online • Payment-complete validation, webhook triggers, draft-to-approval workflow 📁 Forms, Documents & E-Signature • Google Forms • Google Sheets • Google Drive • Autocrat • DocuSign • Document generation, file governance, PDF detection, and routing 🧑‍💼 HR, IT & Identity Management • OneLogin • ManageEngine • ServiceDesk Plus • UKG • User lifecycle automation (onboarding/offboarding, access cleanup) 📨 Communication, Scheduling & Notifications • Gmail • Outlook • Slack • Telegram • Calendly • Zoom • Alerts, reminders, digests, and executive summaries 🌐 Websites & E-Commerce • WordPress • Wix • Squarespace • Shopify • Client intake, purchase-triggered automations, and CRM syncs 🧩 API & Custom Development • REST & SOAP APIs • Authentication (API keys, OAuth, Basic/Bearer) • Payload design, field normalization, pagination • Error handling, retries, and logging • Google Apps Script–based automation systems If your tool isn’t listed, that’s usually not a blocker. I design automation around business logic first, the platform is just the implementation detail 🧠 How I Work • 🧩 Architecture first — I map the logic before touching tools • 🛑 No over-engineering — simple, reliable, maintainable • 🔍 Edge-case aware — duplicates, retries, failures, timing • 📘 Fully documented — logic, mappings, and Loom walkthroughs • 🤝 Collaborative — clear updates, no guessing 💼 Background & Results With years of hands-on automation and systems experience, I’ve delivered solutions that: ✅ Reduced manual work by 40–60% ✅ Fixed unreliable or misfiring payment automations ✅ Improved CRM data accuracy and segmentation ✅ Shortened onboarding, billing, and fulfillment cycles 🎯 As a Certified Scrum Master, I bring structured delivery, clear scope, and predictable outcomes—especially important for complex automations. 🔥 Why Clients Hire Me ✅ Proven experience with real production workflows ✅ Comfortable fixing what others couldn’t ✅ Deep understanding of how tools fail—not just how they work ✅ Clear communication and zero fluff ✅ I explain the system so you’re never dependent on me

I help law firms, construction companies, and professional services teams bring order to daily operations and project delivery using Microsoft 365 and AI. If your team lives in Outlook, Teams, and SharePoint but work still feels reactive, projects slip, and nothing talks to anything else, the issue is not effort. It is the absence of a connected system. Most teams are stuck in the same patterns. Email threads that should be tasks. Files scattered across three places. New clients that require manual setup from scratch. Disconnected tools that force your team to act as the connector between systems that should do that automatically. I build connected Microsoft 365 systems where operations run consistently, projects execute predictably, and AI handles the routing, risk flagging, and administrative work so your team focuses on delivery. What I Build 📌 Operational Systems That Run Consistently 🔹 Intake processes for clients, matters, jobs, or requests 🔹 Onboarding workflows that trigger automatically 🔹 Approvals, reviews, and handoffs built into the system 📌 Structured Project Management 🔹 Defined phases with clear ownership and deadlines 🔹 Automatic SharePoint folders and permissions on project creation 🔹 Templates that eliminate setup time and enforce consistency 📌 Connected Systems 🔹 CRM, email, project, and file systems linked into one flow 🔹 Projects and folders created automatically when work begins 🔹 Information entered once and used everywhere it is needed 📌 AI Agents for Intake, Routing, and Risk 🔹 Monitor email, forms, and documents for incoming work 🔹 Route and convert inputs into tasks with ownership and dates 🔹 Flag risk, overdue work, and missed handoffs before they become problems 🔹 Recommend next steps based on where work stands 📌 File and Permission Systems 🔹 Files organized by client, matter, or project automatically 🔹 Permissions applied on creation with no manual setup 🔹 Everything stays inside Microsoft 365 📌 Visibility Across Operations and Projects 🔹 What is on track, what is slipping, where risk exists 🔹 No spreadsheets or status meetings required How This Is Different ✅ Built for both operations and projects ✅ Connected workflows instead of isolated tools ✅ AI that acts on information, flags risk, and recommends next steps ✅ Designed around how professional services teams think Clients → Matters or Jobs → Tasks → Files ✅ Fully Microsoft 365 native using Teams, SharePoint, Outlook, and Copilot Studio Best Fit Clients ✔ Law firms managing matter workflows and daily operations ✔ Construction and specialty contractors running multiple jobs ✔ Consulting, accounting, and agency teams delivering client work ✔ Microsoft 365 first organizations tired of disconnected tools ✔ Teams that want AI working for them, not sitting unused Tools 🧩 Microsoft 365, Teams, SharePoint, Outlook 🧩 Power Automate 🧩 Copilot Studio for AI agent deployment 🧩 Power Apps when needed If you want operations and projects that run predictably inside Microsoft 365 with AI that drives execution before things slip, send a message and let’s build a system your team can rely on.​​​​​​​​​​​​​​​​

I believe in providing the kind of support that's so good your customers will tell their friends about it--and providing you the tools you need to make this happen. Looking for assistance in getting your help desk, CRM, or sales software configured from A-to-Z? I'm here for you and your business! I have more than 10 years of experience implementing customer service software for projects large and small--including for teams using phone, email, social media platforms, and chat. In addition, I believe customers judge us not on the mistakes we make, but on the type of resolution we provide for them. Often times, how we fix a customer's problem is an opportunity to gain their trust for life. I love digging into an existing implementation and looking for ways your team can be more efficient while still keeping personal touches. I excel at automation and workflow configurations and improvements. I have expertise in all major customer service systems, including Gorgias, Hubspot Service Hub, Freshdesk, Intercom, Zendesk, Front, eDesk, Zoho, Helpscout, WordPress, Podio, Pylon, and more. I also specialize in channels like Slack Connect, LinkedIn messaging, Instagram and Facebook messages, SMS, phone, voice, and more. I am also an expert at sales CRMs, including Pipedrive, HubSpot Sales Hub, Freshsales, Zendesk Sell and Zendesk Sales Suite, Salesmate, and more. Additionally, I have expert-level experience in implementations of Shopify, ShipStation, ReCharge Apps, Bold Subscriptions, ClickUp, Asana, Google Keep, MS Office, QuickBooks, WaveApps, and numerous other cloud-based solutions. I also have substantial expertise in Zoom, Skype, Microsoft Teams, and Slack for any remote team/work consultations. Finally, automation with systems like Zapier and Make are one of my key specialities. They connect anything to everything! If you can dream it, I can build it. Some popular platforms I connect are phone systems like Aircall or Justcall and signing platforms like PandaDoc. One of my key projects has been leading a customer service team for a startup coffee subscription company, which experienced 450% growth in its first year. I also personally provided, for several years, luxury customer service for an independent hotel that, according to TripAdvisor, is one of the "Top 10 rated" properties in its country. One white-glove service I also offer, on a limited basis, is expert-level customer service for high-end clients for short-term events (such as before, during, or after a Kickstarter launch). I also have a separate team of people providing fractional customer service--please ask me about this! No matter your product or service, I will study all documentation you send me to become an expert so that I can provide exemplary, tailored service for your project. I do not shy away from projects that require technical knowledge, either. In addition, I am a native English speaker and a fluent Spanish speaker. Whenever I take on a project, I work to meet and exceed all expectations and requirements, and I always meet or beat a deadline. Let's provide your customers with support they'll rave about to their friends.

Hi, I’m Suleiry Matos — a former Chief Operating Officer and current CEO with over 20 years of experience building, fixing, and scaling operations for service-based and technology-driven organizations. I specialize in current-state to future-state solution architecture, operational cleanup, and execution. My work focuses on identifying gaps across people, process, and systems, then designing and implementing structures that create clarity, accountability, and scalability. I’m not an advisor who drops a strategy deck and disappears — I work hands-on with leadership and teams to turn complexity into organized, repeatable operations. Before founding Biz Con Ed, I spent five years as COO of a CRM and ERP implementation firm, where I led operations, delivery, and client success across Salesforce, HubSpot, Zoho, NetSuite, and custom CRM environments. I oversaw cross-functional teams, standardized internal workflows, implemented performance metrics, and ensured complex client engagements were delivered with consistency and quality. Today, through Biz Con Ed, I partner with founders and executive teams as a Fractional COO or Business Operations Consultant. Engagements often include: Auditing current business structure, workflows, and operational bottlenecks Designing organizational structure with clear roles and ownership Building and documenting SOPs for sales, operations, and admin Improving CRM usage for deal tracking, renewals, reporting, and accountability Designing sales operations handoffs and pipeline discipline Defining KPIs and building leadership dashboards Streamlining communication across leadership, sales, and admin teams Supporting execution, prioritization, and accountability during scale I have deep experience working with service-based and commission-driven businesses, including regulated and complex environments where operational rigor matters. My background in CRM, ERP, and systems architecture allows me to align technology with real-world operations — ensuring systems support the business instead of creating friction. Clients work with me when they need structure, clarity, and momentum — not just advice. If your business has strong potential but feels operationally scattered, I help bring it into focus and build the foundation needed to scale with confidence.