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Rating is 4.8 out of 5.
4.8/5
based on 525 client reviews
  2. Admin & Customer Support Talent
  3. Project Managers
  4. (Current) Process Improvement Specialists
  • $20 hourly

    • 4.5/5
    • (13 jobs)
    Process Improvement, Shopify Expert / e-Commerce Growth Project Manager/ Analytics Agency Project Manager/ Accounting Firm Project Manager / process & automation expert with a strong background in Asana, Trello, and Monday.com, and the new in trend - ClickUp. I am well rounded professional with a very detail-oriented and top-notch research skills, analytical skills. I am problem solver with more than 10 years of experience in multiple roles always eager for new learning and growth.
    vsuc_fltilesrefresh_TrophyIcon Process Improvement
    Business Operations
    Order Processing
    Customer Satisfaction
    Project Workflows
    Project Planning
    Google Analytics
    Hotjar
    Asana
    Zendesk
    Order Fulfillment
    Customer Service
    Shopify
    Inventory Management
  • $70 hourly

    • 4.9/5
    • (110 jobs)
    I am a member of the Expert-Vetted Freelancers category, which tags the top 1% of freelancers in Upwork. The badge is only visible for Enterprise Upwork clients. ( support.upwork.com/hc/en-us/articles/360049702614). THE DIGITAL TRANSFORMATION JOURNEY GUIDE: Drive your business towards successful digital transformation with a seasoned professional experienced in ERP/CRM implementations and passionate about digital innovation. I specialize in optimizing processes, leveraging advanced technologies, and achieving sustainable growth. STRATEGY: Develop tailored digital transformation strategies to align your business goals with cutting-edge technologies, enhancing operational efficiency and customer experience. AGILE PROJECT MANAGEMENT: Adopt an agile approach for flexibility, adaptability, and continuous improvement throughout the project lifecycle. Leverage industry-leading tools like Jira to optimize resources, control timelines, and mitigate risks. TRAINING AND EMPOWERMENT: Provide comprehensive training programs to empower your teams, reducing reliance on external consultants and maximizing value from digital tools. CUSTOMIZED DEVELOPMENT: Implement tailored functionalities to meet specific workflows and requirements, leveraging a dedicated development team and the robust Jira platform. BPMN-DRIVEN PROCESS DESIGN: Map and optimize critical workflows using BPMN (Business Process Modeling Notation), improving efficiency, streamlining operations, and enabling future automation initiatives. Let's embark on a transformative journey to unlock your business's full potential. Reach out to explore how I can guide you through the complexities of digital transformation and deliver sustainable results.
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    Project Management
    Requirements Specification
    Enterprise Resource Planning
    Solution Architecture
    Odoo
    Business Process Model & Notation
    Product Management
    Business Process Management
    Jira
    Requirement Analysis
    Software Architecture & Design
    Business Analysis
    Business Process Modeling
  • $75 hourly

    • 4.9/5
    • (831 jobs)
    Greetings, I am thrilled to offer my expertise as a seasoned cosmetic and personal care product formulator, specializing in skin and hair care. With a track record of over 700 successful project designs and an impressive 99% success rate, I am confident in my ability to deliver exceptional results for your business. Through my consulting service, I have consistently helped businesses create outstanding, patented formulas that have garnered industry recognition. Whether you are seeking insightful guidance on market direction, fine-tuning of an existing formula, or valuable connections to scale up your production, I have the experience and resources to meet your needs. One of the key benefits of working with me is my commitment to providing custom cosmetic and personal care product design, ensuring that you retain full ownership of the formula. This means that your brand can stand out with a unique offering tailored to your target audience, giving you a competitive edge in the market. Moreover, my extensive knowledge base, backed by scientific research, empowers me to find the perfect solution for your business. By leveraging my fluency in general chemistry and biochemistry, I can help you develop products that not only meet the highest quality standards but also resonate with consumers. Plant-based formulations, in particular, have gained immense popularity, and I specialize in creating "loved by customers" products that align with this growing trend. To take the next step in creating exceptional products and driving the growth of your company, I invite you to reach out to me here on Upwork. I am eager to discuss your requirements, understand your unique vision, and explore how I can contribute to your success. With my expertise and passion for innovation, I am confident that together we can elevate your brand and enhance your bottom line. Don't miss this opportunity to collaborate with a trusted expert in the industry. Let's connect today, and I assure you, you won't be disappointed. I look forward to speaking with you. Best regards, Phillip
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    Project Management
    Science
    Scientific Research
    Career Coaching
    Organic & Natural Style
    Scientific Writing
    Chemical Engineering
    Product Design
    Cosmetics
    Cosmetic Regulation
    Organic Chemistry
    Cosmetic Raw Materials
    Chemistry
    Product Development
  • $80 hourly

    • 5.0/5
    • (8 jobs)
    PROFESSIONAL SUMMARY: I have played a pivotal role in steering a startup Security and Risk SaaS company towards software stabilization and operational efficiency. Recognized for my unwavering reliability, integrity, and leadership, I am seen as a transformational presence within every team I've been a part of. Here are a few accolades that echo my impact: • "There are people who are completely reliable with a great amount of integrity that lifts the team up by sheer presence, initiative, & leadership. You are among the few. " • "Jesus the amount you've accomplished in 6 months’ time is amazing." • "You're probably one of, if not the best thing to happen to this company" • "We have gotten more done in the last three months with you here than we ever have before." • "Things are better with you here." • "You are this company. The backbone of this company." I am a fervent leader and a strategic thinker, adept at navigating the complexities of project management from conception to completion. My expertise lies in leading both local and global teams towards achieving collective goals, cultivating robust cross-functional relationships, and driving business development with a keen eye for innovative solutions. Specializing in "Getting Stuff Done". My commitment to accountability ensures that I not only envision success but also execute it, delivering results that speak louder than words. CORE COMPETENCIES: Leadership & Team Building: Proven track record of inspiring teams and leading by example to achieve exceptional outcomes. Strategic Project Management: Expertise in overseeing projects with a holistic view, ensuring timely delivery and exceeding expectations. Stakeholder Engagement: Skilled in facilitating discussions that extract valuable insights, driving projects forward with purpose and precision. Innovative Problem-Solving: Adept at identifying challenges and implementing effective solutions that propel business growth. Accountability & Results-Orientation: Uncompromising commitment to project success, underlined by a get-things-done ethos that has consistently translated into measurable achievements.
    vsuc_fltilesrefresh_TrophyIcon Process Improvement
    Product Management
    Product Backlog
    Energy Optimization
    Change Management
    Microsoft SharePoint
    Microsoft Office
    Business Process Reengineering
    Agile Project Management
  • $70 hourly

    • 5.0/5
    • (6 jobs)
    Are you looking to elevate your operations? Specializing in digital transformations, ERP implementations, and workflow optimization with Monday.com, my target is to deliver exceptional results. With proven success at multinational giants like Philips, I invite you to Explore my profile to learn more. 🌟 Core Services: ◉Digital Transformation Leadership: Lead strategic transformations to evolve operations. ◉Workflow Customization: Expert in setting up and optimizing Monday.com and Microsoft tools (Planner/MS Project) ◉Operational Excellence: Enhance efficiency with Microsoft Visio and continuous improvement practices. ◉Strategic Project Delivery: Implement ERP systems like SAP and Microsoft Dynamics, utilizing BI tools for strategic alignment. 📈 Key Accomplishments: ◉Led significant projects within deadlines and budgets, including outsourcing/insourcing and ERP implementations. ◉ Improved financial operations and process automation at companies like Philips, resulting in substantial enhancements to outcomes. 🔍 Collaboration Opportunities: Are you seeking to enhance your project management strategies? I provide customized solutions that integrate cutting-edge technology with extensive industry knowledge. 💬 Connect with Me: Do you want to improve your project management? Let's talk about how we can help you achieve your goals together.
    vsuc_fltilesrefresh_TrophyIcon Process Improvement
    Digital Transformation
    Business Transformation
    Flowchart
    API Integration
    Continuous Improvement
    Automation
    Microsoft Dynamics 365
    SAP ERP
    Agile Project Management
    Scrum
    Microsoft Project
    Management Skills
    Business Management
    Project Management
  • $16 hourly

    • 4.9/5
    • (37 jobs)
    Welcome to My Profile! I’m glad you stopped by! As a specialized technical documentation writer, I deliver high-quality Standard Operating Procedures (SOPs), user manuals, process charts, and comprehensive proofreading services tailored to your unique business needs. What I Offer: - Comprehensive SOPs: Clear and concise documentation that enhances operational efficiency. - User-Friendly Manuals: Professionally crafted manuals designed for easy navigation and understanding. - Error-Free Documentation: Meticulously proofread technical documents to ensure clarity and consistency. - Specialized Proofreading: In-depth proofreading services focusing on engineering products and processes. Why Choose Me? - Technical Expertise: I hold a degree in Industrial Engineering with a focus on business process improvement. - Extensive Experience: Over 5 years of crafting quality documentation for diverse industries, ensuring your projects are in capable hands. My Commitment to You: - A detailed and systematic approach. - Client-centered service. - Timely and reliable delivery. Let’s Connect! I’m excited to discuss how I can help you achieve your business goals with exceptional technical documentation and proofreading services. Send me a message, and let’s get started!
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    Technical Writing
    Instruction Manual
    Notion
    Procedure Development
    Business Writing
    Procedure Manual
    Process Documentation
    Project Workflows
    Process Flow Diagram
    Industrial Engineering
    ProcessMAP Document Management
  • $130 hourly

    • 5.0/5
    • (62 jobs)
    6+ years experience using Smartsheet. 150+ clients worked with. ~1K+ projects completed. FAST TURNAROUND! Smartsheet Partner. Product Certified. Smartsheet Subject Matter Expert. Process improvement background. Smartsheet is my full-time job! Complex formulas? Interactive Dashboard? I can help! I understand the capabilities, customization, features, and tools of Smartsheet and how they can work for your organization. I’ve designed and built dashboards used for internal and external stakeholders, metric sheets using complex sheet formulas, implemented the use of forms, automation alerts, reports, calendars, and schedules in Smartsheet for various organizations and departments including commercial development, construction, real estate, accounting, marketing/communications, property management, and facilities management. Certified Lean Six Sigma Black Belt, passionate about lean efficient processes and process improvement. I can help reduce waste, eliminate the non-value add workflows and pain points in an organization by applying a strategic and creative mindset and implementing (the right) project management tools. -- Smartsheet Support | Smartsheet Consulting | Smartsheet SME | Smartsheet Build | Process Improvement | Smartsheet Solutions | Smartsheet Expert | Smartsheet Guru -- SMARTSHEET SUPPORT • Dashboards • Reporting • Templates • Formulas • Dynamic View • User Management / Sharing • Folder Organization & Infrastructure • Training
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    Six Sigma
    Smartsheet
    Lean Consulting
  • $75 hourly

    • 4.8/5
    • (160 jobs)
    Expert-Vetted UpWork talent with over $1,000,000 earned and 99% Success rate and tens of thousands of professional consulting and implementation hours (total, including UpWork and non-UpWork). While I am NOT the cheapest, I bring a level of cross-platform experience and industry knowledge of all Project Management platforms. Certified Solutions Partner: Zoho: 8 years Experience Zoho Authorized Partner Zoho CRM Certified Zoho Projects Certified Zoho Creator Certified Wrike: 3 years Experience Authorized Reseller Partner Authorized Channel Partner Authorized Deployment Partner (the only partner that holds all 3) Wrike Integrate Specialist Certification Wrike Advanced Analytics Certification Smartsheet: 3 years Experience Silver Smartsheet Aligned Partner (over 20 certifications) Monday: 4.5 years Experience Channel Partner Monday Master Certification Monday CRM Certification Monday Dev Certification Monday Product Specialist Certification Teamwork: 2 years Experience Enablement Partner Sales Partner Technology Partner ClickUp: 2 years Experience Enablement Partner Strategic Partner ClickUp Pro Certification Not every software is perfect and some are more suited to one business model than others. I help take out the guesswork by consulting with the client on their exact needs, recommending a software solution, or recommending the solution for their current software, to maximize efficiency. My goal is to collaborate with new and exceptional clients and bring them effective project management solutions to overcome their challenges or project requirements. I work with a suite of off-the-shelf products to help companies utilize these to their fullest potential. My general process involves data extraction & process documentation and implementing Project Management tools. I help companies and individuals reduce cost and overhead with efficient project management & tools by tailoring my approach based on resources (people & systems), communication and processes. My skills to accomplish this and bring about a strong job performance include effective organizational communication, a strategic mindset, and the ability to creatively tackle problems with an upbeat attitude. Whether using existing resources or building new systems and operations, I add value through my strategic mindset and actions to ensure lasting results.
    vsuc_fltilesrefresh_TrophyIcon Process Improvement
    Asana
    Agile Project Management
    ERP Software
    Task Automation
    CRM Software
    Automated Workflow
    Smartsheet
    Zoho Platform
    Zoho CRM
    Wrike
    Process Optimization
  • $70 hourly

    • 5.0/5
    • (16 jobs)
    I have over 20 years’ experience with project management, business analysis, process improvement, and change management where I have delivered multiple successful project results. Responsibilities have included: * Managing teams of business, analytical, and/or technical members * Defining servicing needs and related operational requirements * Ensuring ongoing scalability and supportability of the implementation * Understanding the customer and/or user experience * Documenting key processes, user stories, and use cases * Driving change management efforts - which included training I am a highly motivated, detailed-oriented individual with excellent problem solving, analytical, and interpersonal skills. I possess excellent written and verbal communication skills along with proven leadership. I have a comprehensive understanding of Project Management methodology (both Waterfall & Agile) and have used different tools to manage projects - Wrike, Basecamp, TeamworkPM, Asana, Pivotal Tracker, and MS Project. Also have utilized other tools for managing teams and analysis i.e., MS Office Suite (Word, Excel, etc.,), Visio, LucidChart, Mind Manager, XMind, Google Suite, and other Windows-based applications.
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    Project Management
    Product Management
    Software QA
    Strategic Plan
    Data Analysis
    Content Management
    Change Management
    Business Analysis
    Business Process Modeling
  • $125 hourly

    • 5.0/5
    • (54 jobs)
    👋 Hello! I'm Eddy, a dedicated Monday.com specialist with a passion for optimizing workflows. I've successfully transformed the workflow of over 100 companies worldwide, ranging from startups to Fortune 500s, using Monday.com. 🏆 Expertise & Achievements: • Over the past few years, I've crafted over 3,000 boards & dashboards, tailoring them to the unique needs of businesses across various industries. • Monday.com isn't just a tool for me; it's a canvas where I paint efficient, automated, and streamlined processes that drive results. • My diverse portfolio includes fully automated emails, sales dashboards, HR applicant tracking systems, and much more. 🛠️ Services I Offer: • Tutoring: Personalized Monday.com sessions for individuals or teams. • Board Creation: Designing boards and workflows from scratch. • Complex Setups: Connecting data between boards, optimizing information flow, and ensuring data privacy. • Consultation: Understanding your business needs and proposing tailored Monday.com solutions. • Automation: Leveraging Monday.com and third-party apps from the Monday marketplace. • Board Management: Long-term management, improvements, and efficiency checks. • Integration: Connecting various departments with data privacy tailored to your needs. • Project Handling: Be it small tasks or complex projects, I've got you covered. 📱 Apps I Frequently Use with Monday.com: Make.com, Salesforce, Survey Monkey, Docu Gen, Op. Sign, Google Docs, Pivot, 1View, Zapier, General Caster, VlookUp & Index Match, ZenDesk, Jira, and more. 🌟 Why Choose Me?: • Experience: Years of hands-on experience with Monday.com, ensuring you get the best solutions. • Data Privacy: Your data's sanctity is paramount. I adhere to all data privacy agreements and NDAs. 🖼️ A Glimpse of My Work: With my extensive experience on the Monday.com platform, I've had the privilege to design and manage a wide range of boards tailored to specific business needs. Some of the projects I've successfully executed include: • Communication: Fully Automated emails, Facebook, SMS campaign tracking, and management. • Sales & Marketing: Sales Leads Management, Sales Dashboards, and Sales & Suppliers CRM linked to multiple boards. • Logistics: Export and import process tracking, Route and time attendance tracking. • Purchasing & Inventory: Complete purchasing process with supplies and cost control, Stock & Inventory Control. • Human Resources: HR Applicant Tracking System, HR Leave attendance tracking, Payroll tracking System, Employee Onboarding Board, Staff Evaluation forms linked to Monday.com boards. • Performance Metrics: Employees' KPI Live boards. • Quality & Compliance: Check Lists for on-site projects (Quality Control). • Hospitality: Recipe Live costing for Restaurants. These are just a few examples of the diverse projects I've undertaken. Whether you're in sales, logistics, HR, or any other industry, I can tailor Monday.com to fit your unique needs. Explore my detailed portfolio to witness firsthand the transformative impact of my work
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    Demo Presentation
    Process Optimization
    Project Management
    Business Coaching
    Project Workflows
  • $110 hourly

    • 5.0/5
    • (130 jobs)
    🥇 Expert-Vetted Freelancer (Evaluated & Awarded by Upwork). Delivered 190M+ USD as Value Prop to my clients. A 'Passionate Supply Chain Management, Logistics & Warehousing Consultant' with more than 2 decades of hands-on experience; Senior Management Professional from 'IIM Calcutta' a premier B School which ranks top 20 globally. I Specialize in Supply Chain management, Logistics, Warehouse Design & Optimization, E-Commerce and Process Excellence (Transformation) with more than 150+ Projects delivered. Certified 'Lean Six Sigma Master Black Belt' and served as a LSS Champion as well. I'm passionate towards driving Process Excellence in an Organization and my key edge lies in solving complex business problems through effective yet simple business solutions which breaks-even within 6 months. I have helped multiple Start-Ups as well as Multi-National Organizations scale up exponentially, effectively use their resources and run a very efficient operations. Chief Consultant in Supply Chain & Logistics with more than a decade (20+ Years) of SCM hands-on experience and devised Country Level and Global Supply chain strategies, Solutions design and spear headed Supply chain Implementation across 15+ Sectors across 25+ Countries. Through multiple projects, I have demonstrated, - Generating Maximum value from existing infra and resources through usage of multiple tools but not limited to Lean Six Sigma, Strategizer, TOC and Value Canvas - Specialized in process simulation - building models in SIGNAVIO, CAMUNDA, and MIRO Boards to drive process simulations, publish results, compare and arrive at key business decisions - Leveraging BPMN standards to drive Business Process Re-engineering - LSS (Lean & Six Sigma) Transformation for organizations - Optimizing space, Improve productivity and Reduce cost at warehouses to increase the cubic space utilization and overall efficiency - Effectively schedule routes to improve utilization in Logistics (Transportation) - Optimize Supply chain to run on least inventory, minimal Through put time and maximum output - Maximize productivity through eliminating waste in the process flows by using VSM - Simulate and Model business scenarios to ensure right business decisions in client’s business - Strong functional knowledge in writing FRDs, Implementation and developing Global Templates in Odoo ERP, Microsoft Dynamics Navision, SAP, Oracle, DEAR Inventory, Netsuite and Zoho CRM. Consulting Experience in Niche Consulting areas - Supply Chain IoT, Industry 4.0, BPMN2.0, SCM Modelling, IM Simulation and Lean Canvas. GRC Specialist: Well versed in controls related to SOX, GDPR, CCPA, HIPAA, NIST, and other leading compliance frameworks. Led multiple GRC implementation projects and have also developed multiple GRC Capability models for Organizations. Thorough knowledge on Industry specifics & Nuances; I have driven Supply Chain programs across various industries such as Retail, E-Commerce, Textile, Automotive, Pharma, FMCG, Health Care, Manufacturing, Fashion, Spare Parts, Travel & Tourism and Real Estate. Global Exposure on handling Country Level Operations and leading bigger Supply chain, Warehousing & Logistics Teams across EMEA, APAC & AMERICAS Regions. I have lead and managed work group of size upto 600+ People. Expertise in spearheading Logistics & Supply chain strategy, planning, Design and Execution and designing internal control systems towards accomplishment of corporate Goals. Expertise in Tools – VSM, TOC Tools, Strategyzer, DDMRP, Lean Canvas, Value Prop Canvas, Six Sigma Tools, Lean Tools, TQM and 5S Expertise in Software – Signavio, Minitab, MS Project, iDesign, draw.io, MIRO Boards, Adobe Illustrator, Microsoft Visio, Lucid chart, AutoCad, Gantter, Lightroom, Photoshop and Slack Hands-on at BPM Software - Bizagi, Pega, or Appian Lead Mutilple projects in ASANA, ClickUp and Monday.com Completed multiple research papers, pitch decks, market research and analysis and articles under multiple sectors. Extensive knowledge & experience on Lean, Six Sigma (DMAIC & DMEDI), BPMN2.0, 5S, TPM and Kaizen. Expert in Supply Chain Simulation, Warehouse Optimization, Logistics Network (Routing & Scheduling) and building Supply Chain Models. I have completed multiple Spreadsheet models in Supply Chain, IM, Distribution and Logistics. Well versed in Supply Chain and Financial Modelling, Lean Canvas, Value Proposition Canvas, Business Plans, Supply chain and Logistics financial (budget) modelling.
    vsuc_fltilesrefresh_TrophyIcon Process Improvement
    Inventory Management
    Supply Chain Modeling
    Warehouse Management
    Business Process Modeling
    Startup Consulting
    Lean Manufacturing
    Supply Chain Management
    Six Sigma
    Process Flow Diagram
    Transportation & Warehousing
    Management Consulting
    Supply Chain & Logistics
  • $40 hourly

    • 4.6/5
    • (88 jobs)
    I perform process evaluation, documentation, procedure writing, process mapping, Process Improvement testing and implementation of Strategic as well as BAU Business Process Solutions that will enable Business areas to function more effectively, manage process risk, process costs, productivity, process improvement and customer service. I also do project management. I am proficient in MS application like Word, Excel, PowerPoint, Access, Visio, Publisher, Project Plan I have 8 years of experience in various profile as Customer services, Data Entry, Typing Work, Project Management Officer etc. I will do whatever is necessary to help you manage and accomplish project/task needed for your business. I take pride in my work and therefore, I try to show good levels of initiative and integrity through accomplishing my duties effectively and efficiently. I will feel happy to assist you in your project/task. Please contact me to discuss the project/task. This is to ensure that both parties have made an agreement.
    vsuc_fltilesrefresh_TrophyIcon Process Improvement
    Process Design
    Business Process Management
    Business Analysis
    Process Engineering
    PRINCE2
    Project Plans
    Lean Consulting
    ProcessMAP Document Management
    Business Process Modeling
    Customer Support
    Six Sigma
    Project Management
    User Acceptance Testing
    Data Entry
  • $135 hourly

    • 5.0/5
    • (110 jobs)
    Hi there! I'm Ben, a USAF veteran, two-time entrepreneur, and the managing member of Rare Breed Consultancy, a boutique consulting firm specializing in process management, workflow automation, and digital ecosystem design. I cater to small and medium-sized organizations, helping them save time and streamline their operations. My custom solutions automate thousands of outreach messages every week, direct workflows, create reminders, generate documents, and track performance - all to save my clients tens of thousands of man-hours cumulatively every month and equip my REI clients to process over $1B in annual transactions. Let's see what I can do for you! 🌟What sets me apart?🌟 ✔ Process Automation & Workflow Consulting: As a Podio Preferred Partner and certified Zapier Expert, I have extensive experience in identifying inefficiencies and opportunities for automation, mapping business processes and roles, and integrating third-party tools via APIs, webhooks, email parsing, Make/Integromat, or Zapier. ✔AI Integrations & Automation: \ I've been working with platforms like OpenAI and Zapier to create powerful, automated solutions. I can help you leverage AI to improve your operations, whether it's generating/summarizing content dynamically, evaluating job applicants, or conducting market analysis - if you can think of it, then we can probably build it together. ✔Versatile Team & Diverse Skills: My small support team consists of skilled professionals with diverse expertise, and together, they allow me to offer a wider range of services to my clients. From holistic process documentation and internal workflow automation to front-end development and WordPress expertise, I’m equipped to address a variety of business challenges and support your growth. ✔Exceptional Communication & Collaboration: Clear communication and collaboration are essential to any project's success. I work closely with my clients to understand their goals, provide updates, and ensure their vision is brought to life. If you haven't already, take a look at the client onboarding diagram attached near the bottom of this page! 🌟Core Skills:🌟 ✔Process Automation & Workflow Consulting: Workflow analysis and identification of inefficiencies Business process and role mapping Scalability and growth planning ✔No-code & Low-code Platforms: Podio (Preferred Partner) Zapier (Certified Expert) Globiflow ProcFu Integromat Automate.io ✔AI & Integration: OpenAI Chat GPT Zapier integrations with various tools ✔Web Development & WordPress: Front-end web development WordPress setup and customization ✔Tools & Software: Airtable Bridge MLS API Callrail Calendly Chime Dialpad Domo Figma Formstack Google Calendar Google Drive Google Docs & Sheets Gravity Forms Homelight Hubspot JotForm Klipfolio Launch Control Mailchimp Monday.com Mojo Dialer Mural Opcity ReadyMode/Xencall Realvolve REiReply RooR Salesforce Smartsheets SmrtPhone.io StreamlineVR Tableau Twilio WAU Portal ZBuyer Zillow Premier Agent I'm committed to exceeding your expectations and providing a 5-star experience. The secret to how I've maintained my 100% success score comes down to planning and communication. To learn more about my process, check out the attached Client Onboarding document below. ↓ 📢 If you're looking for a reliable, knowledgeable, and passionate partner to help you revolutionize your business, don't hesitate to reach out. Let's create something amazing together!
    vsuc_fltilesrefresh_TrophyIcon Process Improvement
    Zapier
    Project Management
    Administrative Support
    CRM Software
    Customer Relationship Management
    Business Process Automation
    Real Estate
    Data Extraction
    Podio
    Automation
    Business Consulting
    GlobiFlow
    Lead Generation
    API Integration
  • $80 hourly

    • 5.0/5
    • (159 jobs)
    As a PMP certified project manager I have more than 10 years of experience working on projects. I've implemented numerous software and hardware systems across different business environments and overseen infrastructure projects ranging from remodels to new construction. As the director of a PMO I created and implemented processes to improve project efficiency and allowed adaptation to each project to ensure successful project completions. From detailed project plans, to open communication channels, accurate and accountable project reporting or new project processes and templates, I'm here to help you achieve your project goals. You've implemented Smartsheet and now you need to take it to the next level. As a Smartsheet Product Certified user with over 8 years of Smartsheet experience. I have experience creating numerous workflows, project plans, dashboards and reports. Let me help you maximize your Smartsheet investment.
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    Project Management Office
    Smartsheet
    Project Portfolio Management
    Project Management Professional
    Project Management
    Strategic Plan
  • $150 hourly

    • 4.9/5
    • (211 jobs)
    👋 Welcome! I'm Shannon, your go-to No-Code Consultant specializing in ClickUp, Airtable, SmartSuite, Softr, and Noloco 🚀 With over 6 years of experience, I empower businesses to streamline operations using top no-code tools. My expertise spans multiple platforms, ensuring tailored solutions for your unique needs. 🏢 Industries I Serve: While I've worked extensively in Construction, Education, Digital Marketing, Law, Real Estate, Accounting, Coaching, Interior Design, Non-profits, Media Production, Social Media, AgTech, Travel, Publishing, and Manufacturing, my experience spans many other industries as well. My versatile skill set allows me to adapt to various business environments and deliver customized solutions. 🖱️ Verified ClickUp Consultant: Since 2020, I offer comprehensive ClickUp services to maximize your team's productivity. Custom templates and dashboards tailored to your business needs, ensuring efficient project management and tracking. Automations to streamline repetitive tasks and enhance workflow efficiency. In-depth training sessions to onboard your team and ensure they are well-versed with ClickUp’s functionalities. Workspace configuration to optimize collaboration and project tracking. Process documentation to ensure consistency and clarity across your team. 🌬️ Airtable Service Partner: As a Certified Airtable Partner, I deliver robust solutions to streamline your workflows. Develop intricate databases tailored to your specific business processes. Utilize Airtable’s automation features to save time and reduce errors by automating repetitive tasks. Seamlessly integrate Airtable with tools like Softr, Fillout, Zapier, and Make to enhance functionality and connectivity. Design and implement custom interfaces to improve data visualization and user interaction. Provide continuous support to adapt and evolve your Airtable systems as your business grows. 🧠 SmartSuite Partner: As a Certified Partner Consultant of SmartSuite, I provide expert services to optimize your business operations. Offer expert advice and training sessions to ensure effective use of SmartSuite. Seamlessly integrate SmartSuite into your existing systems, ensuring smooth transitions. Connect SmartSuite with other tools to create a cohesive and efficient workflow. 💻 Softr Expert: Certified Softr Expert specializing in creating user-friendly and functional solutions. Develop bespoke dashboards and portals tailored to your business needs. Integrate Softr with other tools to add advanced features and improve user experience. 💪 Noloco Expert: Recently certified, I excel in creating custom web solutions and integrations. Build tailored web applications to meet your specific business requirements. Connect Noloco with platforms like Google Sheets, SmartSuite, and Airtable to streamline data management and workflows. Develop intuitive client portals and CRM systems to enhance customer interactions and data management. 🐝 Hive Certified Partner: Delivering advanced project management solutions with Hive. Optimize and automate your workflows to improve efficiency. Integrate Hive with essential tools like Zapier and Make for enhanced functionality. 🟡 Notion Expertise: Extensive experience in Notion includes database design, workflow automation, custom template development, and tool integrations. 🌟 Additional Software Expertise: Certified in Asana, Zapier, and Monday, I also excel in no-code portal tools like Softr.io, EasyPortal, Noloco, and Stacker. My skills extend to business management systems and CRM platforms, ensuring comprehensive software proficiency. 💼 Our Agency - SMV Virtual Consulting: Top-rated Upwork agency specializing in no-code system implementation and operational support. Certified in ClickUp, Monday.com, Airtable, SmartSuite, Asana, Hive, Noloco, Softr, and Zapier, ranking in the top 3% of all agencies. 💼 Business Support Services: Offering comprehensive business support services including Virtual Assistants, Project Managers, and Operations Managers. We foster long-term client relationships based on trust and exceptional support. ✨ Client Success Story: Virtual Legal Clinic ✨ Check out this inspiring journey of launching a one-of-a-kind virtual legal clinic using Airtable, Softr, and Fillout. We developed a system managing over 2,000 applicants, significantly surpassing their typical capacity. Client Feedback: "We started with a rush buildout of an Airtable database that morphed into adding multiple software integrations like Softr, Fillout, and Twilio. Shannon was integral to our startup and ongoing IT needs. Always available and willing to go the extra ten miles." 🚀 Let's Connect: Need help with ClickUp, Airtable, SmartSuite, or any other specialized tool? Schedule a free 30-minute Discovery Call to discuss how we can boost your business operations. Let's make things happen together! 💻
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    No-Code Development
    Zapier
    Automation
    Airtable
    ClickUp
    Task Automation
    Task Coordination
    Virtual Assistance
    Business Operations
    Business Consulting
    System Automation
    Project Management Support
    Automated Workflow
  • $185 hourly

    • 5.0/5
    • (45 jobs)
    Hi, Please allow me to share this comment that my FinTech client Pristine kindly left me, about "understanding our business and mastering the tools...". Renaud, former President of Pristine Finance, wrote: "Louis has the rare quality of both understanding our business and mastering the IT tools we are using such as make.com, salesforce and google workspace. In addition to his excellent communication skills. It is a pleasure working with him !" My job is to listen to you and... I let your Tools be more automated and powerful with AI. I let your Processes be more reliable. I let your Teams save hours per week, days per month, FTEs per team. I let YOU achieve peace of mind :-) Why not discuss your situation? My job is to provide advice and solutions. I may also coach you on your specific project, if you wish to improve your automation skills. And if we work together... I strive to reach your "5-star" satisfaction. Technically relevant. Understanding complexity. Managing unexpected situations. Focusing on deadlines. And communication: during the project, we keep in touch in order to ensure constant convergence between your Needs and the technologies. I've got BUSINESS ORIENTED KNOWLEDGE on: - Marketing & E-commerce processes - Finance & Accounting processes - AI invoice parsing, multi-format In terms of integration tools: I'm a MAKE.COM OFFICIAL PARTNER, benefiting from their highest Support level. My activity is promoted by Make.com: check url make.com/en/partners-directory/bourgarel-conseil. I've also been an Airtable practitioner and Zapier practitionner since 2014. Also been Clickup user and admin since 2021. And I'm a Brevo Pilot Partner, for full marketing automation projects. Here are some projects I did. - Build AI invoice parsing bot for 10,000 pdf invoices having unpredictable formats (Canada). - Build AI invoice parsing bot with project progress analysis capability, for multi-million dollar multi-year projects (France & international). - Set up advanced Authentication for AI automation system for up to 4000 users (England). - Build AI automation to categorize real estate diagnosis (England). The previous freelancer failed on that delicate projet. My client and I succeeded :-) - Build AI automation to categorize Customer Service conversations and let the team focus on highest priority cases (France). - Build AI document analysis bot to check client compliance and supporting documents on 9 categories for company Finance Department (France). - Build advanced automation for invoicing and lawyers project management tools, custom pdf generation (Switzerland). - Design CRM automation architecture for a boat lending company (Dubaï). - Build multi-client email Workflow that operates for 6 websites / 17 languages / 1700 email templates / 2 Million contacts base (England). - Build complex dashboard for a B2C business regarding restaurants (France): 17 arrays & graphs from 6 sources. - Build master dashboard with 31 performance indicators, advanced sorting and filtering, to compare performance of 400 master-traders (France and international). - Coach a senior developer on automation between e-commerce tool and in-house CRM tool (Canada). - Coach a developer 2 hours per week x 4 weeks on automations around CRM and Helpdesk tool (Netherlands). - Manage a developer to develop a Marketing Automation project "Version 2" with low code tools (Thailand). - CRM: Set up visual reporting for a CRM: 16 value types, including the number and amount of deals per stage and per pipeline (US). - Bookkeeping: Set up a 15-step process for bookkeeping reporting (Netherlands) + successfully investigate on bookkeeping cross-platform inaccuracies, managing time zones, multi-product orders, multi-VAT, payment statuses. - Etc. etc. If you have a look at my portfolio below, you will see: - A happy client testimonial video - An original article that I wrote: "Reduce Make.com costs with Constant Operations Consumption techniques" - My official Make.com Partner badge - My official Brevo Pilot Partner badge. About pricing: For more info about my pricing tiers, please enquire or check the "Business Analysis" section of this profile (tab on the left). And I can devise an estimate for your projects. Will I become Your AI & business oriented automation specialist? And you, what is your project, and what is your business ambition? Louis Other keywords: OpenAI GPT-4 Google Vertex Gemini Claude Prompt Prompts Clickup Asana ActiveCampaign Active Campaign Brevo SendInBlue Pipedrive Hubspot Keap Salesforce Zoho Shopify WooCommerce Zoho Books Invoice Subscriptions One Monday.com Databox Clio.com Bexio.com Firebase Functions Google Cloud Platform AWS Bitcoin sha-256 trading bot 3Commas, crypto exchanges OKX FTX Bybit Binance Kucoin migration SaaS __ Don't settle for anything less than the highest standards, in order to fuel your company with he power of AI & Automations! __
    vsuc_fltilesrefresh_TrophyIcon Process Improvement
    Make.com
    Make Build Script
    Scripting
    Google Cloud Platform
    Cryptocurrency
    Firebase
    Sales & Marketing
    Airtable
    Business Process Automation
    Automated Workflow
    Zapier
    CRM Automation
    Shopify
    Zoho Books
    Sendinblue
  • $160 hourly

    • 5.0/5
    • (26 jobs)
    ✅✅Specializing in helping business leaders and entrepreneurs identify and fix their most critical business problems (the weakest link) 🔗. I am a: 1.) Six Sigma Black Belt (8 years) = you get great data analysis for problem resolution. 2.) Project Management Professional (10 years) = on-time, on budget delivery every time with clear, frequent communication about progress, issues and risks. 3.) Experienced management consultant = systematic approach to eradicate your business frustrations. 4.) ClickFunnels strategist and builder
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    ClickFunnels
    Healthcare Management
    Project Management Professional
    Business Presentation
    Management Consulting
    Customer Experience
    Project Management Office
    Leadership Development
    Business Consulting
  • $160 hourly

    • 5.0/5
    • (338 jobs)
    I am a business financial and strategic growth advisor. My clients are owners of startup and small businesses, nationwide. My services include: • Business growth and execution coaching. • Start-up guidance, coaching, and advisory. • Business plans. • Financial modeling, forecasting, budgets, and projections. • M & A assistance, including due diligence and business valuation. • Capital raising/financing assistance. • Strategic planning. • Exit planning and sale readiness. • Special financial and business projects. * Fractional CFO. I have done extensive work with the following industries: • Technology and SaaS. • E-commerce and retail. • Service businesses, both B-to B, and B-to C. • Health care. • Real estate and construction. • Manufacturing, and wholesale/distribution. I understand business models, strategy, execution, and scale. And how to improve marketing, business development, sales, culture, accounting, finance, and operational processes. ABOUT ME: I have years of experience, first as a partner at two major CPA firms, then in my own management consulting firm. I have had the experience of running business units, turning around an unprofitable office, and growing new practice areas. For more information on my clients, testimonials, experience and background please look at my website, which has a link in the portfolio section of the profile. Also, in the short video posted here I talk about my approach to small business growth coaching.
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    Budget Management
    Capital Markets
    Business Coaching
    Startup Consulting
    Business Valuation
    Mergers & Acquisitions
    Business Plan
    Strategic Plan
  • $45 hourly

    • 4.6/5
    • (97 jobs)
    🥇 TOP Rated Plus = Top 3% of all talent on Upwork! Are you looking for someone to make sure to get it done the first time? Try me! Clients I've worked will define me as engaged and passionate leader/freelancer. Easy to work with! A highly motivated individual with a keen understanding of your business needs, adept at designing and implementing efficient business workflows and processes using tools such as Monday.com, ASANA, ClickUp, and Trello. These are some of my core areas of expertise and what I'm passionate about. My skillset includes proficiency in: ◉ Monday.com, ClickUp, ASANA, Trello, Zapier (Integration & Automation) ◉ Slack, Todoist, Zendesk, JIRA , Microsoft outlook, G-suite ◉ Xero, QuickBooks, Freshbooks ◉ Dext.com, Easybills, Expensify ◉ Managing highly scalable projects. ◉ Boosting the operational results by conducting regular performance RCAs ◉ Improving, standardizing and documenting processes ◉ Highly proficient in G-suit, Pivot and Excel ◉ Create and develop Kanban, Checklists, Quality control forms & Charts ◉ Proven experience in financial planning In addition to the above, I bring expertise in: ◉ General Accounts and Administration ◉ Financial Modelling & Projections ◉ Prepare a Company's Budget from Scratch ◉ Build a Company's Profit & Loss Statement from Scratch ◉ Create professional charts in Microsoft Excel and Google sheets ◉ Forecast Various Types of Expenditures Please feel free to reach out if you have any questions or require further clarification. I am excited about the opportunity to collaborate and create a powerful workspace with you!
    vsuc_fltilesrefresh_TrophyIcon Process Improvement
    Automation
    Asana
    Process Integration
    Trello
    Zapier
    Automated Workflow
    Administrative Support
    Process Design
    Process Optimization
    Process Development
    Xero
    Digital Project Management
    Intuit QuickBooks
  • $240 hourly

    • 5.0/5
    • (110 jobs)
    EXPERT AIRBNB ADVICE FOR A MATURING MARKETPLACE ⭐ Airbnb is now an industry where experience matters. I'll give you a high-earning 5-star Airbnb, or help you plan an exit strategy. Message me to learn how I can help, or keep reading for more details.⭐ I am an Airbnb expert (host and consultant) with more than 5,000 Airbnb Reviews and a 4.95 Star average. My clients beat averages for occupancy and earnings - I know what it takes to make your property succeed. Let's boost your bookings and revenue together! 🌐 **Are you seeing a drop in bookings?** You're not alone. The Airbnb market is packed with new listings while the economy is uncertain. I can help optimize your listings to outshine the competition. Not sure if vacation rentals still make sense? I can forecast your earnings and help you plan an exit strategy if needed. 💰 Budget-Conscious Options for Existing Listings 1️⃣ Consulting Calls ($180/hour): You'll get targeted advice on how to get more bookings. *(1 hour)* 2️⃣ Pricing Analysis ($360-540): Gain a competitive pricing strategy with a detailed spreadsheet with data from your market. 3️⃣ Intensive Listing Checkup ($500): I'll analyze your listing and give you a detailed list of action items to increase bookings and earnings. 4️⃣ Strategy Report ($995): I'll create a comprehensive report for how to improve near-term earnings and long-term SEO strategies (this module combines #2 Pricing Analysis and #3 Intensive Listing Checkup). 🚀 For New Listings 🎨 Listing Setup: Do it right the first time to start earning fast (includes content strategy, listing fields content, pricing research, and SEO optimization) 💼 The Result: A fully optimized, guest-ready Airbnb listing! 💵 The Cost: Most clients spend between 3-7 nights of rental income ($750-$1,500) for an expertly optimized Airbnb listing; always think of ROI this way with Airbnb expenses (not sure why? Let's do a call). 🔧 Additional Services 📜 Guest Message Templates: Unhappy with AI or Co-Host messaging? Save time, improve listing visibility and get better reviews with personalized message templates; $360-$720 depending on research needs. 🔍 Financial Analysis: Understand the financial dynamics of your listing, including realistic potential earnings - don't lose out by believing the estimates you get from tech companies (2-3hrs). 💼 Enterprise Consulting: From managing employees to leveraging automation services, I'll help you run your Airbnb business with lower stress and higher earnings. ❤️ No other pros have my understanding of Airbnb and STR software, and I'll help you unlock the true potential of your property. Not sure where to start? Send me a message and I'll be happy to help. I'm excited to work with you! Sarah
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    Space Planning
    Price Optimization
    Communications
    Hospitality
    Hospitality & Tourism
    Strategic Plan
    Travel Planning
    Business Consulting
    Content Writing
  • $100 hourly

    • 4.9/5
    • (44 jobs)
    BRIEF SUMMARY: • Top 1% on Upwork Expert-Vetted Business Operations, Project Management, Efficiency Team & 1-on-1 Mentoring, Coaching, Consulting, Architect/Strategy INTJ Personality type, & Writer/Published Author. 100% Job Success. • Give me a problem, I'll solve it 🎧😊 I am a growth mindset, problem solver solution seeker ready to collaborate on overcoming obstacles. I thrive on strategic challenges and relish in seeing your relief and happiness when the project is completed successfully. Expert-Vetted, Top Rated Plus. • I help businesses through strategy and operations/executive project management style collaboration with writing and maintaining systems and processes to grow their team, accomplish business goals, and scale time and revenue. • Help solve challenges through project management, business systems, implementation/optimization, business process, ClickUp expert implementation, team lead, standard operating procedures, AI generation, automation, infrastructure, web development, technology, SEO, social marketing, email marketing, eCommerce, and many other elements of day-to-day business operations within small to enterprise organizations for 20+ years. RATES: • I am flexible in discussing different hourly or fixed-priced working arrangements depending on the project, scope, fixed pricing options, etc - project work can range from $60-$250/hr. SPECIALTIES: • Business Operations, Efficiency Team & one on one Mentoring, Coaching, Consulting, AI Workflows, Automation, Project Management, Process Writing/Mapping, Systems Implementation, Infrastructure, Automation, Web Development, Knowledge Management, Research & Development, Sound Design, Curriculum Writing, Social Media, Mentoring / Training, Audio Engineer, Music Production, Tutorial Writing, Help Desk, Customer Service, Problem Solving • Panelist at the Winter Music Conference/Miami Music Week, Hosted free songwriting workshops in Atlanta, 9 years experience with Human Resources and 11 years experience of hands-on Information Technology. SKILLS & EXPERIENCE: • Clickup expert implementor, ClickUp optimization, ClickUp customization, ClickUp implementation, ClickUp training, change management, Notion, Jira, Asana, Teamwork, Accelo, Zoom, Pipedrive, Vonage, Ringcentral, Better Proposals, Pandadocs, Sharpspring, Unbounce, AWS , Zoho CRM, Zoho Desk, Pivotal Tracker, Xero, Intuit, Freshbooks, Bill.com, Orbitera, Trello, Capsule, Agile Project Management, Scrum, Knowledge Management, Change Management. • WordPress, Magento 2, Onpage SEO, Website Optimizations, Basecamp, MyIntervals, OSticket, Mailchimp, Campaign Monitor, Client Training Videos, Web Project Estimates and Profitability, Calendar Management, Milestones, Coordination of Team Members. Created and managed Intranet Dashboard for Projects, Knowledgebase, Support, Maintenance and Hosting Plans for Clients. Web server migrations, backups and updates. • Designed and Developed Social Networking Intranet Website utilizing Kayako Help Desk, Joomla and JomSocial Networking Platforms. • Wordpress, Joomla, Zendesk help desk, Mailchimp, Avidian Prophet, HighRise CRM to build the website, processes and help desk/student support. SEO, Blog Writing, Email Marketing, Social Media Marketing, Automation. • CubeCart, Kayako help desk, MailChimp, PHP, HTML, press releases, social media, marketing, content, SEO, link marketing, sound design, music mixing and mastering services. • Windows Server, VMware, network administration, backups, file management, vpn, book keeping, contracts, songwriting workshops, copyright/music publishing seminars, in studio/classroom music production/recording training, music production / recording services. PERSONAL INTERESTS: • Family, Technology, Music, Ice Hockey, Movies
    vsuc_fltilesrefresh_TrophyIcon Process Improvement
    Research & Strategy
    Project Scheduling
    Human Resource Management
    Business Process Automation
    Systems Development
    Critical Thinking Skills
    Process Architecture
    Automated Workflow
    Curriculum Development
    Time Management
    Team Alignment
    Project Management
    Process Development
    Business Process Management
    Project Plans
  • $100 hourly

    • 5.0/5
    • (14 jobs)
    With a passion for improving processes, I have more than 20 years experience working with small and large teams to develop strategies, improve workflows, and achieve breakthrough results. I have extensive experience with many methodologies, including: - Six Sigma - Lean - Project Management - Change Acceleration As an engineer, I am skilled at using data to make informed decisions and I enjoy utilizing both quantitative and qualitative data into beautiful and useful visuals and analyses. I am skilled with: - PowerPoint - Excel - Word - Access - Minitab In addition, I work with teams to eliminate both political and cultural barriers that can limit success. I have experience in multiple industries, including healthcare, education, business, and manufacturing, and consistently work with previous clients on new engagements.
    vsuc_fltilesrefresh_TrophyIcon Process Improvement
    Facilitation
    Process Flow Diagram
    Data Analysis
    Process Optimization
    Six Sigma
    Process Systems Engineering
    Industrial Engineering
    Data Visualization
    Process Design
    Continuous Improvement
    Process Documentation
    Process Engineering
    Lean Consulting
    Strategic Plan
    Change Management
    Microsoft PowerPoint
    Microsoft Excel
  • $20 hourly

    • 5.0/5
    • (11 jobs)
    I am a graduate of BS Industrial Engineering. My line of expertise includes process analysis, work simplification, data analysis, data arrangement and the likes. I am very keen when it comes to data processing since I have a solid work experience as a Compliance Auditor. Currently, I am employed as an Industrial Engineering Instructor at the University of the Assumption. Handling major subjects such as Production and Operations Management, Ergonomics, Quality Control, Quality Management Systems and others. I am also currently finishing my master's degree at Holy Angel University focusing in Engineering Management. I always observe due dates, speed and accuracy is my game.
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    Business Process Modeling
    Process Documentation
    Compliance
    Internal Auditing
    Procedure Development
    Company Policy
    Process Safety
    ISO 9001
    Business Process Reengineering
    Continuous Improvement
    Technical Writing
    Requirement Analysis
    Procedure Manual
    Editing & Proofreading
    Quality Control
  • $75 hourly

    • 5.0/5
    • (20 jobs)
    Certified Smartsheet Solutions Consultant with 7 years of extensive Smartsheet experience. I help re-design inefficient work processes and build efficient and automated solutions that help your team work better and faster, reduce human error, reduce redundant tasks, control user visibility and access, and provide visibility and metrics to aid in effective decision-making. These solutions include designing and building the following: • Custom data dashboards • Reports • Calendars, Gantt charts • Automated alerts, approvals, workflows • Intake forms (with conditional logic) • Complex sheet formulas • Premium apps (Dynamic View, WorkApps, Calendar, Pivot, Calendar, DataShuttle, Control Center)
    vsuc_fltilesrefresh_TrophyIcon Process Improvement
    Microsoft Outlook
    Google Docs
    Excel Formula
    Business Operations
    Automation
    Smartsheet
    Microsoft PowerPoint
    Microsoft Word
    Microsoft SharePoint
    Microsoft Excel
  • $150 hourly

    • 4.9/5
    • (154 jobs)
    I help entrepreneurs get from their current state to some desired future state. I run a business consulting firm called The Business Sherpas because getting to a successful outcome is a lot like climbing a mountain. It's always a tricky endeavor with lots of ways to go wrong, but if you have a guide, then your chances are greatly improved. Business is my mountain, and I know it like the back of my hand. I can help you with Strategy, Planning, and Execution. I use the fact-based, analytical approach used by the major consulting firms, but bring a more personalized touch for small and medium businesses. Businesses need different types of help. Sometimes that's strategy work like business plans, financial models, and go-to-market strategy, sometimes that's operational help like being a fractional COO or project management, and sometimes it's finding the right expert in a functional area to help you with one aspect of your business. I have been helping companies for 10+ years. From startup to Fortune 100, from no revenue to millions, I've helped them all, and I can help you. About me: • trained software engineer of 20 years • management consultant of 10+ years • serial entrepreneur • MBA, University of Chicago, Booth School of Business • Financial and Business Modeling Cert. - Wharton • Tech Entrepreneurship Cert. - Stanford • Data Science Cert. - Johns Hopkins In addition to my consulting work, I have also been on the founding team of several startups - two of them tech based, and mentor a number of others. You can have confidence that my advice and help is based on real world experience, not just theory. Contact me if you need help. My initial consultations are always FREE because I want to be sure I am the right fit for your situation. I generally also charge a fixed fee for my services so you know ahead of time what the project will cost and whether it fits in your budget. No surprise invoices from me! Business consulting services include: • Business Strategy • Financial Modeling • Marketing Strategy • Go to Market Strategy • Project Management • Business Plans • Pitch Deck Some of my past large clients include: • JP Morgan Chase • Aetna • ADP • 3M • Mural Past projects in the following industries: • Healthcare • Renewable Energy • E-commerce • IT Services • Financial Services • Logistics • CPG • SaaS • Insurance • Hi Tech • Non-profit • Beverages • Software • Mobile • Cosmetics • Blockchain
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    Market Research
    Financial Modeling
    Marketing Strategy
    Management Consulting
    Corporate Strategy
    Startup Consulting
    Business Modeling
    Product Design
    Product Management
  • $50 hourly

    • 5.0/5
    • (123 jobs)
    I have over 28 years of experience working within the operational side of the publishing business. Much of my focus has been on process improvements, workflows, content management, Microsoft Office applications and general business management. I’ve managed large departments, large budgets, large projects (software, workflow improvement, consulting) and have personally trained 700+ people in the use of Microsoft Word as a manuscript editing tool. I am an expert in Microsoft Word as well as other Office applications and software. For the past five years I have transitioned into providing my expertise via freelance and consulting services. I am a huge fan of Upwork as it has connected me to some amazing people and clients. Some areas I can help: Word templates, document formatting/cleanup, style application, process improvements, workflow documentation, legal documentation (contracts, design branding, fill-in-the-blank form creation), general documentation, PowerPoint Templates, Microsoft Office problem solving, Acrobat, flowcharts (Lucid Chart) . . . Every project is important to me. I take the time to learn about my clients' needs, challenges, brand, and subject matter. I always bring easy to use solutions to the project and support each client as my own employer. I want to be your go-to employee that is there just when you need them. I am up for new challenges and look forward to assisting you.
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    Management Skills
    Desktop Publishing
    Electronic Publishing
    Microsoft Visio
    Lucidchart
    Microsoft Word
    Microsoft Office
    Presentation Design
  • $125 hourly

    • 5.0/5
    • (18 jobs)
    👉 "Christopher is one of our BEST ClickUp solution creators out there." ~ ClickUp, Community AI Webinar (July 2024) 🎯 Business owners: start saving time and money with ClickUp TODAY! There is no greater project management tool on the market than ClickUp. Why? Because what one can build is limited only by one's imagination. Your dream digital marketing agency, consulting firm, product design company, branding agency, bookkeeping firm or construction company... anything can be custom built to save you time and money, cure those headaches and give you an unquestionable edge over your competitors ⚡️ But here's the scoop: you need a ClickUp workspace that works for you ☝️ What you DO NOT want: ❌ A generic workspace that feels unnatural for you and your team ❌ A workspace that takes you 7 clicks to get anything done ❌ An inflated and confusing mess of spaces, folders, lists and views with random dashboards What you DO want: ✅ A custom built workspace with end-to-end commitment to detail, nuance, simplicity and efficiency ✅ Seamless workflow with as few clicks as possible ✅ A simple, clean space-folder-list-view matrix (backend) with beautiful dashboards (front end) At the end of the day your ClickUp workspace has to work for you, your team and your clients. 👉 I bet you're asking: "Why does Christopher price himself above his competition?" Four reasons: 1) I am passionate about my work and devote my full attention to projects, 2) I do not outsource to cheaper labour, 3) I am very skilled at what I do, just read the reviews, and 4) I carefully pick my clients based on their budgets, professionalism and reviews. *** 📖 About me *** I am a highly competitive individual with an analytical mind, a creative edge, a notable EQ, and an insatiable appetite for achievement. I love to quietly exceed expectations with creative flair. I hail from Cape Town, South Africa and have been mentoring and leading people since I was 15 years old. My first career was water polo coaching, which I concluded after 5 years with such a high win ratio that my teams had a 60% probability of being the BEST in the country. I coached locally, provincially and nationally. By the age of 24, after only 4 years of coaching and while studying full-time, I was appointed as the assistant coach for the South African Men's National Water Polo Team. I retired after that year and committed to several years of travel. Having travelled to 38 countries by the tender age of 30, I consider myself a global citizen intent on engaging with as many people from different backgrounds and cultures as possible. I am passionate, hardworking, committed, friendly and inquisitive. *** 👔 My Work *** As a ClickUp expert with a passion for operational efficiency, I excel in applying my skills and experience to help businesses scale quickly and sustainably. My recent success includes scaling a digital marketing agency by 3.5x in under a year, leveraging ClickUp for time maximisation and capacity utilization. With my background and expertise as a ClickUp Verified Consultant and ClickUp Verified Power User, I assist business owners in creating foundational systems, enabling them to achieve a surplus of time. My goal is to transform the seemingly impossible into reality, helping businesses grow and owners to invest their time as they wish. 💬 Let's talk about your dream ClickUp workspace
    vsuc_fltilesrefresh_TrophyIcon Process Improvement
    Organizational Design & Effectiveness
    EOS
    ChatGPT
    Process Design
    Dashboard
    Systems Development
    Project Workflows
    Automated Workflow
    Automation
    Slack
    Google Workspace
    Zapier
    Notion
    ClickUp
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