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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
  • $50 hourly

    • 4.9/5
    • (98 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
    Business Modelling
  • $125 hourly

    • 5.0/5
    • (53 jobs)
    👋 Hello! I'm Eddy, a dedicated Monday.com specialist with a passion for optimizing workflows. Based in the vibrant country of Thailand, I've successfully transformed the workflow of over 50 companies, ranging from startups to Fortune 500s, using Monday.com. Fluent in both English and French, I cater to a diverse clientele worldwide. 🏆 Expertise & Achievements: • Over the past few years, I've crafted over 1,500 boards, 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. • Multilingual: Fluent communication in English and French to cater to global clients. 🖼️ 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
    Operations Management
    Project Workflows
    Business Coaching
    Consultant
    Project Management
  • $20 hourly

    • 4.4/5
    • (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
    Customer Service
    Google Analytics
    Hotjar
    Asana
    Order Fulfillment
    Zendesk
    Shopify
    Inventory Management
  • $165 hourly

    • 4.8/5
    • (146 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
  • $145 hourly

    • 5.0/5
    • (35 jobs)
    Hi, Please allow me to share this comment that my client Rasmus kindly left me, [Very senior and responsible...] Rasmus wrote: "I have been working with Louis now for about 3 months. […] He really takes a step back and [assesses] the situation in order for your product to function long term. Very senior and responsible feeling. He [has] been managing a more junior developer in our team and the progress have been amazing. Highly recommended!" My job is to listen to you and... I let your Tools communicate with each other. I let your Processes be more reliable. I let your Teams save time. I let YOU achieve peace of mind :-) Let's discuss your situation. I will provide advice and solutions. I may also coach you on your specific project, when 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 - AI e-book generation, AI parsing - Complex sales & operations Dashboarding 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. And I'm a Brevo/SendInBlue Pilot Partner, for full marketing automation projects. The last projects I did were: - Build AI bot to generate novels outlines with 12 consistent chapters, based on style and city, with multi-prompt tracking and user interface. - Set up AI Chatgpt automation to categorize real estate diagnostics. The previous freelancer failed on that delicate projet. My client and I succeeded :-) - Set up AI Chatgpt automation to publish Wordpress articles with abstracts, tags, titles. - Build AI invoice parsing bot for 10,000 pdf invoices having variable formats. - Set up advanced Authentication for AI automation scenario for up to 4000 users. - Build a multi-client email Workflow that operates for 6 websites / 17 languages / 1700 email templates / 2M contact base. - Build a complex dashboard for a B2C business regarding restaurants: 17 arrays & graphs from 6 sources. - Build a master dashboard with 31 performance indicators, advanced sorting and filtering, to compare performance of 20 to 400 master-traders. - Prospection: Develop from scratch a Prospection management system, including advanced Airtable Custom Apps and Make/Integromat integration. - Coach a senior developer on automation between e-commerce tool and in-house CRM tool. - Coach a developer 2 hours per week x 4 weeks on automations around CRM and Helpdesk tool. - Manage a developer in order to develop a Marketing Automation project "Version 2" with low code tools. - CRM: Set up visual reporting for a CRM: 16 value types, including the number and amount of deals per stage and per pipeline. - Bookkeeping: Set up a 15-step process for bookkeeping reporting + successfully investigate on bookkeeping cross-platform inaccuracies, managing time zones, multi-product orders, multi-VAT, payment statuses, etc. - Etc. etc. You may 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/Integromat Silver Partner badge - My official SendInBlue Brevo Pilot Partner badge. About pricing: For more info about my pricing tiers, please 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 business oriented automation specialist? And you, what is your project, and what is your business ambition? Louis Other keywords: Zapier Airtable ActiveCampaign Active Campaign Brevo Sendinblue Pipedrive Hubspot Keap Salesforce Zoho CRM Shopify WooCommerce Zoho Books Invoice Subscriptions 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 OpenAI Prompt Prompts GPT-3.5 GPT-4 MidJourney migration SaaS Side note: In addition to this IT consulting activity, I have another activity which is more human-oriented, and where I also put my heart: I help people have more true, profound, fluid relationships. Human to human relationships. Relationship with people at work, or at home. Some call me "the relationship mechanic" :-) ... But now, shall we get back to your current project: You may tell me what you would like to fix, what you want to build. Don't settle for anything less than the highest standards for Automating the Processes of your company!
    vsuc_fltilesrefresh_TrophyIcon Process Improvement
    Integromat
    Make Build Script
    Scripting
    Google Cloud Platform
    Cryptocurrency
    Firebase
    Sales & Marketing
    Airtable
    Business Process Automation
    Automated Workflow
    Zapier
    CRM Automation
    Shopify
    Zoho Books
    Sendinblue
  • $80 hourly

    • 5.0/5
    • (4 jobs)
    I am a dedicated leader with a comprehensive skill set encompassing project planning through final delivery. My leadership experience spans both local and global teams, and I excel in fostering strong cross-functional relationships by collaborating closely with various departments and leaders. I actively contribute to business development initiatives and possess a knack for identifying, proposing, and implementing effective solutions. I specialize in facilitating stakeholder meetings to elicit requirements and gather valuable feedback, with a primary focus on guiding the transition from current practices to envisioned future states. I uphold the highest level of accountability for all project outcomes, ensuring successful results.
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    Product Management
    Product Backlog
    Energy Optimization
    Change Management
    Microsoft SharePoint
    Microsoft Office
    Business Process Reengineering
    Agile Project Management
  • $40 hourly

    • 4.8/5
    • (86 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
  • $95 hourly

    • 5.0/5
    • (108 jobs)
    🥇 Expert-Vetted Freelancer (Evaluated & Awarded by Upwork). Delivered 120M+ 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 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. 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, AutoCad, Gantter, Lightroom, Photoshop and Slack 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. Service Description: +Supply Chain Consulting ~Transportation Modelling & Network Design ~Warehouse Design & Cost Model development ~Supply Chain Simulation & Warehouse Concepting (Slotting Simulation) ~Inventory Cost Analysis ~Freight Cost Analysis +Ecommerce Start Up ~Ecommerce Operations set up ~Last Mile Operations Set up ~Ecommerce Cost Model ~Ecommerce process Design ~Ecommerce KPI and Dashboards +Financial Consulting ~Business Plan - Delivery within 4 Weeks ~Lean Canvas & Value Proposition Canvas - Delivery within 2 weeks ~Business Proposals - Delivery within 1-3 days ~Financial Modelling, Simulation, Scenario Manager ~Inventory Modelling and IM Simulation
    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
  • $46 hourly

    • 4.9/5
    • (236 jobs)
    I'm a results-driven and enthusiastic team player and deep creative thinker for strategic problem-solving analysis who also loves quiet, focused work. One of my best skills is my strong focus and consistency with a can-do attitude. I love what I do and enjoy going the extra mile for my clients. With 29 years experience, I bring excellent critical thinking skills and a thoroughness to my work and have handled up to 7 Sr. Directors and their teams as well as up to 5 Attorneys and their staff providing solid logic and analysis. My background is 17 years paralegal to mid-sized firms and Walmart Legal Division, 5 years Marketing Admin Asst., ScrumMaster / Project Manager for Walmart IT Division, and 9 years as Functional Architect for the Arkansas Supreme Court AOC/IT Division and Functional Business Analyst for the Missouri Supreme Court OSCA/IT Division. As ScrumMaster on an $10 million enterprise-wide Walmart Security IT project, was awarded the most impactful project of 2016. I also hold a BA in Criminal Justice from APUS (public side of a VA military university). I'm advanced/Expert in Microsoft platforms (Word, Powerpoint, Excel and MS Access) working in Office 365 / PC. I pride myself on mastering order and efficiency. I concentrate all my efforts on being efficient and thorough. I welcome the opportunity to utilize my extensive education, incomparable proficiency and demonstrated work experience to provide an exceptional and quality service for you. MO Supreme Court - OSCA Application Development Jefferson City, Missouri Business Analyst/Functional Architect June 2017 to April 2018 • Business Analyst on Electronic Legal File appellate automation and Self-Represented Portal. • Full software lifecycle development experience in a Business Analyst role. • Conduct Interviews and document process flows – Gaps Analysis • Developed all documentation - Concept documents and presentations. Gathering requirements, gaps analysis. As is-To Be process modeling, Executive Summaries, Scope documentation, Functional and Technical requirements documents, Functional and Technical specification documents. • Liaison between DBA’s and Business Managers. • Created QA test cases and test plans for process optimization. Walmart Technology, Security Division Bentonville, Arkansas Project Manager/Scrum Master February 2016 to March 2017 · Hired to implement Agile Methodology in IT Division per new Company-wide Change Control. · Conduct Interviews and document process flows – Gaps Analysis · Coordinated a $10 million high visibility security technology modernization effort to track and migrate all certificates from SHA1 to SHA256 for over 80 teams in the division; focusing on Walmart Service Engine (WMSE) and its EDI identifying clients and/or services touching WMSE and at what point, including Pharmacy data. Walmart awarded Most Impactful Project of 2016. · Agile methodology project management. · Schedule and lead progress meetings; taking detailed meeting minutes and tracking action items from those minutes. Provided weekly status updates to Security area leadership for distribution to the division teams, directors and officers to help ensure the teams could meet aggressive timelines. · Managed Home Office portion of Vormetric Shares migration project. · Was offered Resource Manager position, but unable to accept. Arkansas Supreme Court, AOC/CIS Division Little Rock, Arkansas Business Analyst 2012 to 2016 • Worked Remote - Business Analyst for NWA Region (5 counties) for state-wide software (Contexte) implementation for Arkansas Circuit and District Courts. • Gathered requirements in a Business Analyst role for accounting, Judges, Schedulers, Prosecutors, Public Defenders, Civil, Probate and Criminal Clerks. • Conduct Interviews and document process flows – Gaps Analysis • Agile methodology project management. • As is, To Be, Executive Summary, Functional and Technical requirements, Interviews-all documentation • Super-User and End-User training. • Formulated and drafted training documents, handouts and materials • Document and report analysis with statewide lens; creating specification documents for Oracle reports and docs. • Regression testing and other testing of projects.
    vsuc_fltilesrefresh_TrophyIcon Process Improvement
    File Management
    Legal Writing
    Business Process Modeling
    Trust, Estate & Will Agreement
    Contract Drafting
    Templates
    Microsoft Word
    Presentation Design
    Form Development
    Proofreading
    Microsoft Excel
    Legal Research
  • $40 hourly

    • 4.6/5
    • (68 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 ◉ 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
  • $135 hourly

    • 4.9/5
    • (161 jobs)
    🥇 EXPERT-VETTED = Top 1% of all talent on Upwork | A Master of One = Monday.com 🤓| Investing in the right technology is the first step, implementing it right is the second. → Integrate all of your systems the right way. → Automate all repetitive tasks. → Teach your staff how to get the most out of the Monday.com features. Here’s how I can optimize your Monday.com to its full potential: 👉 WINNING SETUP. You’ll have your account set up correctly to benefit from every feature you pay for. 👉 SMART FLOW. I'll help you display all your processes into boards and design all the interdependencies between boards. 👉 COMPLETE CONTROL. I’ll gather all the information in one place and create the necessary workspaces for your teams to work better and faster: HR, Marketing, Operations, and Finance. 👉 FRICTIONLESS MIGRATION. You get help to migrate all your projects to Monday.com from any other project management system or spreadsheets. 👉 AUTOMATION. I’ll make the platform work for you with workflows and automation, so you can minimize errors and focus on what matters. 👉 INTEGRATION. You get support to integrate Monday.com with your other systems, including Outlook, GSuite, Slack, and Microsoft Teams. 👉 PERFORMANCE. I’ll set up Monday.com dashboards to make it easy for you to visualize key KPIs and measure productivity. Why you should work with me: ⭐️ Monday.com certified partner ⭐️ 5 years experience implementing Monday.com in companies of all sizes ⭐️ Top Rated Plus freelancer ⭐️ Fast turnarounds ⭐️ Ongoing communication You will be paying for my expertise, not for my learning process. It’s time to say goodbye to manual tasks that slow down your staff and make you leave money on the table. And I’m here to support you and your team from start to finish. Get in touch, and let’s make sure you make the proper return on your investment in Monday.com. Pura Vida, Omara
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    Trello
    System Administration
    Asana
    SaaS
    Project Management
    Automation
    Implementation
    Software Integration
    Business Process Automation
    CRM Software
    Automated Workflow
    Process Development
    Project Workflows
    Project Scheduling
  • $100 hourly

    • 4.2/5
    • (210 jobs)
    EXPERT VETTED - TOP 1% OF UPWORK TALENT. Please click on the link below if you are interested in doing a process review with me :) 🔔🔔 forms.gle/jvu6ygKWVjzK42UY8 🔔🔔 SERIOUSLY advanced knowledge of Monday.com / OpenAI and Bubble.io - Love helping companies to build some crazy workflows and systems! Have some perfect case studies to demonstrate my expert knowledge as well! 📅📅 Book in a timeslot with me: calendly.com/pgautomations 📅📅 👑 KING of Integrations 👑 Process Optimisation 👑 Operating Efficiency 👑 an Integromat Partner and ASANA partner and do a considerable amount of work with the following platforms: Make.com | Airtable | MongoDB | Integromat | Zapier | Parabola | Gsheets | Asana | Trello | Monday.com | Clickup | Basecamp | Xero | Quickbooks | Pipedrive | Hubspot | Salesforce | Zoho | Keap | Pandadoc | Docusign | Sheetgo | Teamworks | Hellosign | LucidChart | Google Firebase | Skyvia 6 signs you need my help! ✅You want to scale your operations: The key to scalability with 95% of businesses is a repeatable process and automation where possible. ✅Gaps in your sales pipeline: Follow ups aren't happened, clients aren't receiving any communications when they should be - all can be automated! ✅Menial tasks are soaking up valuable time: Creating proposals from the same templates ? Automate it! Leads coming from FB Ads, Calendly, Landing pages and need to come into your CRM? Automate it! Need to notify your team when changes are made in your project management tool - perhaps into a slack channel? Automate it! ✅Your tech stack isn't working in harmony: Using different tools for your CRM, Project Management, Accounting, Esignature, Email Marketing, SMS Communications .. Let's piece together a workflow, connect your API's and let your tools talk to each other! ✅Your existing software is under-utilised: Using your business tools to only 40% of their capacity? Heaps of capabilities you haven't unlocked? ✅You aren't reaching your customers when & where you should be: Are you're clients receiving personalised communications, on the correct platform right when they should be? We can watch your website so when they visit a certain page - we can fire a communication to them via the channel they reached you on. So you can catch them in the moment! My client base range from small businesses to one of the U.K. ‘s largest estate agencies valued at over $50 million AUD - so no job is too big or too small. I am very flexible with timing to ensure I can make myself available to any timezone. I am well versed in countless platforms, however in an attempt to list the most popular ones: ✅ Asana ✅ Monday.com ✅ Pipedrive ✅ Salesforce ✅ Hubspot ✅ Activecampaign ✅ Zapier ✅ Integromat ✅ Automate.io ✅ Airtable ✅ CloudTalk ✅ formlets ✅ typeform ✅ G suite ✅ AWS suite ✅ Docusign (and several other signature services) - as well as 10’s of others.. In my spare time - I am also a founder / owner of TheBrightTutors Australia - a prominent tutoring company that has serviced 100’s of clients and is growing rapidly. This business is a heavily automated online operation that has transformed me into a professional at navigating the ins & outs of API’s & IpaaS tools (Zapier & Integromat) . Zapier enables me to amalgamate CRM’s, project management tools, Twilio (SMS tools) and several other programs to work together to deliver awesome customer experiences, automate menial tasks - which ultimately drive greater business outcomes (profitability). Some other things I do: ✅ Bespoke API integrations ✅ Software Development ✅ Custom scripts OPEN AI INTEGRATIONS !! Best Regards, Pat
    vsuc_fltilesrefresh_TrophyIcon Process Improvement
    Slack
    Asana
    Trello
    API Integration
    Business Process Automation
    Pipedrive
    Google Sheets
    Requirements Specification
    Zapier
    API
    Zoho CRM
    Integromat
    HubSpot
    ActiveCampaign
  • $60 hourly

    • 4.9/5
    • (318 jobs)
    ✅Nothing makes me more excited than my clients having a success story to be told!✅ 🏆 Top Rated Upwork Financial Consultant 💼 170+ Delivered Jobs 🕓 1000 + Worked Hours ⭐ 5-Star Feedback (Mostly) 💯 100% Job Success Score My brand is of utmost importance to me. My brand is not a logo. My brand is the promise I make, the expectations my clients have and what I stand for. I don't only sell services, but I also sell an experience; the experience of interacting together, an everlasting support for the piece of work I did, and a new friendship. I have more than 7 years of experience in making Business Plans, Financial Plans, Researches, Business Valuations, and other financial services. Clear, concise and effective Business Plans and Financial Plans based on your organizational goals and funding needs that match the funders’ expectations and for your long-term needs. I hold an MBA degree, and Top Executive Education from IMD business school (Switzerland); a top business school in Europe. I am also PMP certified and have extensive project management experience. My areas of expertise are (but not limited to): * Finance: Financial Forecasting / Financial Projections / Financial Modeling / Financial Planning / Business Valuation * Strategy: Marketing Strategy / Pricing Strategy / Business Plans / Strategic Plans / Marketing Plans * Business Process Management and Optimization. I love optimizing online businesses. * Analytics & Research: Market Research / Financial Analytics * LinkedIn Contacts and Market Research. * Project Management This includes an in-depth review of your organization to effectively communicate your vision, mission, and strategies. I will give you a business plan that will include real human market intelligence gathering, Professional Design, and a well-researched document. My submissions will help you close that financing deal with your Bank or possibly Private Equity Investors. I am results-driven, very task-oriented and can deliver you solutions for all what makes you sleepless and challenges you in your business, whether you are a start-up, small or medium-sized business, or having a growth and expansion plan. Proficient in budgeting, operations management, long-term planning and finance and holds a track record of achieving and exceeding profitability expectations and shareholder return. 1) Financial Plan, Budgeting & Forecasting, Proforma Financial Statement: I will provide you a dynamic 5 years financial model on Excel. Using that model, you will able to control the whole model. Means if you change the variable in the assumptions, the rest will change automatically. Mean I will provide you a "Dynamic Financial Model". I will also tell you where to change data. This Financial Model will contain Yearly and Monthly Financial Statement (PnL Statement, Balance Sheet, Cash Flow), Revenue & Expense Projection, Working Capital, Capex, Ratio Analysis, Break Even Analysis, Valuation, etc. 2) Business Plan Writing & Development: I will help you optimize your strategy, research and analyze your market and competitive position, and create a clear and compelling business plan to articulate your opportunity. I don't use a cookie-cutter business plan template – I develop all of my business plans from scratch to ensure we tell your unique story in the most compelling way possible 3) Business Plan Review: If you have already written your plan, we can provide an objective third party critique before you send it to investor 4) Presentation Design: Clean, clear presentations are crucial, whether you are seeking capital, partners, customers, or employees. We'll help you design a crisp presentation and coach you on how to deliver it in an engaging way. 5) Grant Writing and Program Development Strategic support to improve impact. This may include developing business plans and governance structures for enhanced organizational structuring or developing a strategy for program expansion. I can also help you identify and facilitate partnerships with similar organizations in your field. 6). Financial Analysis A Quantitative and Qualitative analysis which includes PEST Analysis, SWOT Analysis, Business Competitiveness Analysis, Economic Analysis. For qualitative analysis- I will do Vertical and Horizontal Analysis, Dupont Analysis, Ratio Analysis (Profitability, Competitiveness, Management Efficiency, Liquidity, Solvency, Capital Structure, Return to Investor)
    vsuc_fltilesrefresh_TrophyIcon Process Improvement
    Business Process Modeling
    Business Process Reengineering
    Financial Analysis
    Corporate Finance
    Financial Management
    Business Analysis
    Strategic Plan
    Financial Modeling
    Business Plan
  • $100 hourly

    • 4.9/5
    • (39 jobs)
    Seasoned executive with extensive experience automating complex processes and freeing up time for you to focus on the bigger picture. From simple drip campaigns to the most complex workflow automation, I have what it takes to vet the situation and recommend the best solution to meet your needs. Whether you have a single project or are in need of ongoing support, I would love the opportunity to assist with your HubSpot needs. Specializing in... ~Marketing Hub | Landing Page, Workflows, Content Strategy & Design, Blogs, Social integrations, Email CMS Hub | Full website design, Private content functionality Service Hub | Knowledge Base, Tickets, Chatbots CRM/Operations Hub | Account Setup, List Imports, Custom Properties, Integrations with your other applications Sales Hub | Teams, Templates, Sequences, Tasks Custom Reporting and Dashboards across all efforts Education: MBA, over 24 years of hands-on experience, and several HubSpot certifications
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    Marketing Automation
    Customer Relationship Management
    Marketing Strategy
    Lead Generation
    Marketing Plugin
    Email Marketing
    Analytics
    Data Migration
    HubSpot
  • $25 hourly

    • 5.0/5
    • (122 jobs)
    Greetings! I'm a certified Google Cloud Engineer and have 6 years of work experience in Google Workspace (G-Suite) and Google Cloud Platform. In Upwork I am focusing to deliver my services for clients who need help in Google Workspace implementation, migration & troubleshoot. Whether you need to do a small troubleshoot or enterprise level implementation or migration. I can help! below are some services I can offer to you. Google Workspace(Formally G Suite) Solutions - Google Workspace(G Suite) Account Setup with Domain Name - Help you to choose the correct plan for your company - Data Migration from any existing Server - Google Workspace(G Suite) Remote Training - Setup DNS and security records for efficient email (MX | SPF | DKIM) - Technical Support Thank you.
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    Cloudflare
    Google Workspace
    Google Workspace Administration
    Email Deliverability
    Data Migration
    Email Support
    Google Analytics
    Domain Migration
    Technical Support
    Google Sheets
    Workspace
    Office 365
  • $100 hourly

    • 4.9/5
    • (30 jobs)
    BRIEF SUMMARY: • Help solve challenges, create more time and money through project management, business systems development, ClickUp expert implementation, business process, team lead, standard operating procedures, automation, infrastructure, web development, technology, SEO, social marketing, email marketing, eCommerce, and many other elements of business solutions for over 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 $50-$250/hr. SKILLS & EXPERIENCE: • Clickup expert implementor, ClickUp optimization, ClickUp customization, ClickUp implementation, ClickUp training, change management, 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 3-7 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. SPECIALTIES: • Productivity Coaching/Consulting, AI Workflows, Automation, Project Management, Process Writing, 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 in Miami, Hosted free songwriting workshops in Atlanta, 9 years experience with Human Resources and 11 years experience of hands-on Information Technology. PERSONAL INTERESTS: • Family, Technology, Music, Ice Hockey, Movies
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    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
  • $160 hourly

    • 5.0/5
    • (322 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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    Business Valuation
    Capital Markets
    Mergers & Acquisitions
    Budget Plan
    Strategic Plan
    Business Plan
    Startup Consulting
    Business Coaching
  • $50 hourly

    • 5.0/5
    • (116 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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    Desktop Publishing
    Electronic Publishing
    Presentation Design
    Lucidchart
    Microsoft Visio
    Microsoft Office 365
    Management Skills
    Microsoft Office
    Microsoft Word
  • $126 hourly

    • 4.9/5
    • (90 jobs)
    Your success is measured by more than just KPIs. In fact, your mindset is the main driving force behind your business: the more confident and energetic you are, the better your business will operate. I'm on a mission to help you build the right structure of teams, projects, and workflow inside Asana and set up powerful automation and integrations in place to ensure all internal and client operations run seamlessly. We will work with you to document your processes and automation within Asana and provide onboarding support and training in a New Way of Working with Asana. ✨ Glow Up your business into a well-oiled machine with they right systems and processes. I can help you with: 🔥 Process Audit & Mapping: This is a holistic approach that aims to improve all of your existing systems. 🔥 Asana Audits, Implementation & Workshops: I will help you build the right Asana Ecosystem for your organization, so that you can manage your projects and workflows with ease. 🔥 Fractional Asana Operations Manager: I'll work with you to achieve your goals, get clarity on your company’s future and scale up your business while still doing what you love. 🔥Virtual Assistance: From email management and schedulling to social media management, market research, you need something done I'll do it for you. I work with the following technologies: ⚡️ Asana ⚡️ Dubsado ⚡️ Google Workspace ⚡️ Slack ⚡️ Trainual ...just to name a few! 🌱 I am the Integrator to Visionaries, let's connect.
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    Marketing Strategy
    Business Process Automation
    Marketing Automation
    Virtual Assistance
    Social Media Strategy
    Project Management
    Communications
    Business Consulting
    Business with 1-9 Employees
    Automated Workflow
    Process Optimization
    Time Management
    Project Workflows
    Asana
  • $80 hourly

    • 5.0/5
    • (5 jobs)
    I am an experience management consultant with over 20+ years working with Fortune 100 clients across a vast number of industries including not-for profit, manufacturing, apparel and footwear, agriculture, insurance and healthcare. I am comfortable being in various leadership position across a number of projects including ERP implementation, process improvement, business analysis, project management, machine learning/AI and others.
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    Business Process Management
    Technical Project Management
    Strategic Plan
    Project Management Professional
    Project Management Office
    Machine Learning
    Information Technology Strategy
    Business Process Automation
    Business Consulting
    Business Strategy
    Business Analysis
    Business Process Reengineering
  • $45 hourly

    • 4.9/5
    • (124 jobs)
    I have over 10 years of military experience in the United States Air Force as a logistician with over 12 years of direct supervisory and leadership experience. I have four-plus years of experience as a certified Lean Six Sigma Black Belt (NOTE: earned within GE's Oil & Gas division in 2014) and most recently spent three years at Amazon.com as a Quality Control expert in four geographically disparate Fulfillment Centers. I have led multiple global organizations that range in size from 50 to 300 personnel and specialize in e-tail, e-commerce, and retail migration. I also have a 'traditional' logistics skillset, especially when it comes to aircraft operations, airframe logistics, project management, inventory control, and continuous process improvement. Bottom-line is that I produce high-quality work on time, on cost, and on spec! I have a Bachelor of Science in Foreign Area Studies with a minor in Russian and general engineering as well as a Master of Science in Logistics Management. I completed all coursework for my MBA at Strathclyde Business School in Scotland in September 2019. I am a bibliophile and runner that is passionate about leadership, learning, management, think tanks, writing, politics, and current events. I have worked successfully for three projects on Upwork and am hungry for more--please feel free to reach out to me if you believe that I can add immediate value to your venture. Thank you in advance for your time. NOTE: resume can be sourced on LinkedIn.com or simply by asking!
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    Statistics
    Business Operations
    Economics
    Six Sigma
    Microsoft Word
    Report Writing
    Total Quality Management
    Microsoft Office
  • $150 hourly

    • 5.0/5
    • (10 jobs)
    Hello, I am Lora Jackson. I am a total Process Nerd 🤓. I help founders of growing companies optimize their operating systems, processes and teams so they can free up time to profitably scale. I show them how to integrate simple systems and processes for client services and hiring without the tech frustrations or overwhelming operational details. This allows them to serve more clients and build a high-performing team without working their tails off. The OUTCOMES are: - Optimized Processes: A clear and simple client delivery, which will enable you to serve more clients consistently and turn them into raving fans. - A Self-Managed Team of Top Performers: Consistent hiring and onboarding, so that you can build a team of top performers to support your growth. - A Process-Driven Philosophy: A process-driven organizational culture that empowers a self-managed team to run your business for you. WHO I WORK WITH: Founders, entrepreneurs and business owners of growing companies who love systems and processes and they are ready to grow to the next level but they are in the midst of growth: - Pulled in a million directions, overwhelmed, stressed and burned out - They started a business to get more freedom but instead they’ve lost it - From simplifying, they end up adding more to their business - They are no longer running their business, the business is running them I've helped entrepreneurs in: - Real estate, travel & hospitality - Digital marketing, media buying, e-commerce - Coaching & Consulting experts - Academic institutions MORE ABOUT ME: - My motto in business: Avoid the mundane, focus on the meaningful - If you’re decisive, fearless, take action, and you don’t complain - we’ll get along - I nerd out on Zapier, Notion, Trainual, and other workflow tools 🤓 - My work is powered by the Chili Peppers, Foo Fighters, Kendrick Lamar 🙌
    vsuc_fltilesrefresh_TrophyIcon Process Improvement
    Systems Development
    Process Optimization
    Business Coaching
    Documentation
    Automation
    Startup Consulting
    Process Design
  • $20 hourly

    • 4.9/5
    • (197 jobs)
    🔥 100% PRECISE, ERROR-FREE & TIMELY WORK FROM A VERIFIED PERSON🔥 Are you looking for Work-related to Visio, Lucidchart, Fillable PDFs, word, PowerPoint, Canva, or Data Entry? If yes, then you have come to the right place. With more than 10+ years of data entry experience, I am pleased to offer the following services: ⭐All types of MS VISIO and Lucid Projects i.e. preparing flow charts, organizational charts (Simple and with excel integration) diagrams, figures, workflow layout, and many more. ⭐All types of MS Project tasks, i.e., Gantt charts ⭐ Virtual Assistance or customer support via email for Shopify, Amazon, and other stores ⭐ E-commerce Products Listing, i.e. Importing products from Aliexpress/Alibaba and other stores ⭐ Writing products descriptions ⭐ Setting images to look eye-catching on websites ⭐ Setting product variations sizes, tags, and prices. ⭐ Can edit titles or descriptions with SEO. ⭐ Edit Shipping and payments ⭐ Order fulfilments ⭐All types of Data Entry, Data Mining, Data Scraping, Copy Paste Work (MS Word, MS Excel, Spreadsheets, MS PowerPoint, CSV, Google Doc, WordPress, Moodle) ⭐All types of Data Conversion, i.e., PDF to Excel/Word, JPEG to Excel/Word, Creating Fillable PDF Form, Edit PDF Since I believe in Accuracy and Precision in every task, I guarantee you will get your work swiftly and error-free Thanks, looking forward to hearing from you.
    vsuc_fltilesrefresh_TrophyIcon Process Improvement
    Email Support
    Miro
    Product Listings
    Data Visualization
    Lucidchart
    Canva
    Process Flow Diagram
    Flowchart
    Microsoft Visio
    Shopify
    Customer Support
    Business Process Management
    Data Entry
  • $150 hourly

    • 5.0/5
    • (39 jobs)
    Many business leaders get consumed by tedious and repetitive tasks. I create simple automated workflows, so that you can focus your time on your passions and growing the business. Skills and platforms I am proficient with: *Monday.com *Zapier *Google Sheets *Google Forms *Typeform Working with me is simple. I have 4 stages in my process to keep the project moving forward. Stage 1 is to assess and evaluate your business and needs. Stage 2 is to create and develop the structure, automations, and integrations. Stage 3 is to test, iterate and finalize. Stage 4 is to train and document flows. During my years of working in small teams I continue to find ways to simplify work flows, automate sequence of events, and create systems to allow procedures to flow smoothly within an organization. I work well with Monday.com, Zapier, Google Sheet, Infusionsoft by Keap and more. I really dislike repeating the same task over and over again, so if there is a way not to, I am going to find it. Highlights of recent projects I have helped various clients with: *Created 50+ multi-step Zaps connecting across multiple platforms to save thousands of manually actions a month. *Custom API scripts to have Google Sheets and Monday.com push data back and forth. *Built a digital time clock and pay calculator using Google Forms and Google Sheets. *Built a custom pricing and quoting tool for a security camera and surveillance storage company. *Built a custom menu builder for a nutritionist bringing her planning from 4 hours per client down to 30 minutes per client. *Built a Podcast production flow from interest, to screening, to interview to production via Typeform, Monday.com, Google Sheets, and Calendly. I love to empower others to step into their gifts by removing the repetitive tasks they dislike so they can spend their time doing what lights them up. Let's keep your light shining bright! What others have to say about working with me: "If you are considering using his services, just prepare to be blown away with his ability to take your vision and make it a reality. Chris has literally taken our ideas and made them better." - Tom Maggio "Whatever idea I have - whatever vision we are creating as a team - I just need to share it with Chris and his no-problem-attitude gets it done even better than expected, with thorough communication along the way. When someone is able to take an idea and turn it into something even better, that's magic. " - Annette Sharpe
    vsuc_fltilesrefresh_TrophyIcon Process Improvement
    Airtable
    Process Optimization
    Systems Development
    Automation
    Digital Process Automation
    Infusionsoft Administration
    Google APIs
    Google Sheets
    Zapier
  • $60 hourly

    • 5.0/5
    • (65 jobs)
    I have been a freelance business owner for the majority of the last 15 years. My background is in management and a wide range of administrative duties for over 25 years. I am extremely proficient with basic and advanced functions in MS Excel, Powerpoint and Word. I have experience teaching basic classes for Word and PowerPoint and basic and intermediate classes for Excel. I am also very familiar with internet research and applications. I have 15 years of Executive Assistant experience with majority of that experience with VP level or higher. 5 years of Project Management experience. 10 years' experience bookkeeping with extensive reconciliation experience. 16 years of my 25+ years has been in the medical environment. Successful completion countless projects involving complex Excel workbooks and PowerPoint presentations. I enjoy staying very busy and throughout my career I have often held concurrent positions within companies at the same time. I look forward to working with you!
    vsuc_fltilesrefresh_TrophyIcon Process Improvement
    Finance & Accounting
    Microsoft Word
    Microsoft PowerPoint
    Event Planning
    VLOOKUP
    Scheduling
    Error Detection
    Data Analysis
    Bookkeeping
    Bank Reconciliation
    Microsoft Excel
  • $120 hourly

    • 5.0/5
    • (43 jobs)
    Una Care Products offers unique and effective manufacturing services. Our team of expert cosmetic scientists and fully equipped laboratories allows for expediting your custom products to match your brand's vision and purpose. ​Our manufacturing process is thorough. Our first step is getting to know you, your brand, and the vision for your product. Constant, relevant, and transparent lines of communication is our standard. Our focus lies on high-quality, efficient, science-backed formulations with low minimum order quantities that follow strict quality control and quality assurance procedures. ***Skilled in process development and pilot plant operation. Multiple formulations seen to market ranging from lotions, poultices, and creams, to wound-aids, medical devices, shampoos, salves, and many other categories of personal care products.*** Do you have a new or existing product and need help getting it to the next level? Let's talk today to get the ball rolling!
    vsuc_fltilesrefresh_TrophyIcon Process Improvement
    Product Development
    Cosmetic Raw Materials
    Reverse Engineering
    Product Formulation
    Chemistry
    Laboratory Equipment Skills
    Regulatory Compliance
    Cosmetic Regulation
    Chemical Engineering
    Organic Chemistry
    Cosmetics
    Label Compliance
    Qualitative Research
    Chemical Analysis
  • $200 hourly

    • 4.9/5
    • (700 jobs)
    * Top 3% Top Rated Plus Formulation Chemist and Consultant with more than 30 years of experience in product development, custom formulation, chemical manufacturing, and other aspects of bringing product ideas to market How I can help you: - Formulation development - Product formulation trends - Formulation optimization - Walk you through the steps and rough timeline of bringing your product to market - Gather quotes from contract manufacturers - Help you design your own manufacturing process - Help you with formulation testing and analysis - Help you with ingredient sourcing - Explore the landscape (patents, literature, etc) related to your process - Propose new products based on your process - Work with marketing to add consumer appeal to the product I have developed skin care products (serums, lotions, creams, moisturizers, cleansers, sunscreens), hair care products (shampoos, conditioners, pomades, hair gels, hair cremes, hair oils, scalp oils, hairsprays, hair dyes), makeup (foundations, eyeliners, lipsticks, eye shadows), cleaners and detergents (car wash detergents, all purpose cleaners, scrubs, window cleaners, soaps, dish detergents, laundry detergents in liquid, concentrate, powder, tablet, gel, and laundry sheet formats), sanitizers (hand sanitizers, surface sanitizers, utensil sanitizers), car care products (lubricants, deicers, detailing), OTC products (hair growth, pain reliever, topical anesthetic), oral products (toothpastes, mouthwashes, oral gels, teeth whiteners), supplements and vitamins (pre-workout, post-workout, general health, prenatal, in gummy, chewy bar, powder, liquid, softgel, tablet, and other formats), polymer products (foams, adhesives, security systems from polyurethane, polystyrene, polyacrylate, epoxy), and many other products. I also have experience in R&D, process development, quality control (QC), quality assurance (QA), logistics, and marketing. Click on "Design" under "Book a Consultation" below to set up a consultation call today!
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    Business Consulting
    Contract Manufacturing
    Chemical Engineering
    Process Design
    Reverse Engineering
    Glue & Other Adhesives
    Chemical Analysis
    Synthetic Chemistry
    Cosmetics
    Chemistry
    Product Development
    Cosmetic Raw Materials
    Product Formulation
    Biochemistry
    Food & Beverage
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