Hire the Best Process Improvement Specialists

I help founders and growing teams bring structure to fast-moving operations through project management, workflow design, team accountability, and automation. With 5+ years of project management experience and working remotely since 2018, I have coordinated cross-functional teams across North America, LATAM, Europe, and Asia in software, operations, data, and creative environments. My focus is not simply implementing tools. I design systems that improve visibility, accountability, and execution. Whether inside Asana, ClickUp, Monday, Airtable, or custom workflows, I help organizations reduce operational friction, streamline communication, and keep projects moving without constant oversight. I regularly leverage AI tools such as Claude, ChatGPT, and Claude Code to accelerate documentation, reporting, process analysis, workflow design, meeting summaries, research, and operational support. I also collaborate closely with developers and automation specialists to implement integrations, optimize workflows, and connect business processes across multiple platforms. What I Deliver • Project & Operations Management Systems • Team Accountability & Workflow Visibility • Asana, ClickUp, Monday & Airtable Architecture • Process Documentation & SOP Development • Operational Dashboards & Reporting • AI-Assisted Operations & Documentation • Workflow Automation (Make, Zapier & Native Integrations) • Cross-Functional Project Coordination • System Audits & Process Optimization Key Skills • Project Management (Agile / Hybrid) • Operations Management & Workflow Design • Team Accountability Systems • Asana, ClickUp, Monday, Airtable • Workflow Automation (Make, Zapier) • AI-Assisted Operations (Claude, ChatGPT, Claude Code) • Dashboard & Reporting Design • SOP Development & Process Documentation • Stakeholder & Client Management • Cross-Functional Team Coordination Recent Experience Project Manager – Innovation Vision Consulting Group (2025 – Present) • Focused on workflow optimization and systems architecture for client operations. • Led coordination between clients, developers, and automation specialists to deliver workflow and integration projects. • Designed multi-board operational structures for finance, operations, communications, and project tracking. • Built dashboards and reporting systems that improved leadership visibility into operational performance. Associate Project Manager – Robot Sea Monster Games (2022 – 2025) • Supported Product Owners through project health analysis, delivery tracking, capacity planning, and reporting. • Structured sprint deliverables and improved visibility across multiple teams. • Coordinated planning and execution using hybrid project management methodologies. Project Manager – Databrew (2021 – 2022) • Managed successful delivery of data collection tools for international health studies. • Coordinated communication between development, research, and partner teams. • Performed QA and ODK configuration to align systems with partner requirements and project goals.

I am an Expert-Vetted Project and Operations Specialist with close to three decades of experience helping organisations improve execution, operational structure, and delivery consistency across construction, finance, e-commerce, technology, and professional services. I work with founders and leadership teams when priorities become fragmented, ownership is unclear, and delivery begins to lose momentum. My focus is on aligning people, processes, and systems to create clearer ways of working and more controlled execution. I have managed a £550M portfolio of 375 projects over five years, established PMOs, implemented earned value management, and introduced process and system improvements to strengthen control across time, cost, and quality. On a £1.2B healthcare programme, I restructured a stalled design process and increased completion from 53 percent to 96 percent within five months. I also bring strong experience in contract and change management. In one case, I supported a client facing a $60K contractual claim. By reviewing the contract in detail and identifying key breaches, I established a clear contractual position that resulted in the claim being withdrawn and avoided escalation, saving the client a significant cost exposure. Alongside large-scale programmes, I support organisations transitioning from reactive operations to more structured and scalable ways of working. This has included operational transformation work within a major financial institution in Dubai, where I reduced fragmented processes, established a PMO, and onboarded close to 100 staff onto Monday to improve coordination and visibility. As a Fractional COO, I have implemented operating frameworks (EOS), standardised SOPs, improved cross-functional alignment, and rationalised technology stacks to create more efficient delivery environments. I have also introduced practical AI applications to support research, analytics, and operational workflows. In e-commerce, I managed the recruitment of staff, liaising with suppliers, ensuring stock was on hand, coordination of an in-house team of specialists, and the launching of three multilingual websites, along with Facebook and YouTube ads within a two-week period in preparation for Black Friday/Cyber Monday, contributing to measurable sales growth year on year. I have also supported startups and SMEs in developing scalable operating models and structured delivery processes. I am a Certified Monday Partner, have direct hands on experience with ClickUp, Miro, Notion, and am a Primavera P6 super user, amongst other systems. I am currently working towards PMP certification and an MBA, while continuing to expand my capabilities in AI and automation.

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

Behind every creative person, every small and growing business, is an Alfred. There comes a point in the development of every business where if an organizational overhaul doesn't take place, scaling isn't possible. That's where I come in. You might know exactly what you want, or you might have a general sense of unease. Many business owners know there are things that can be done better, but they aren't sure where to start and don't have the time to figure it out. I've spent years honing a carefully curated (but extensive) list of skills by working with small business teams and as a freelancer. These various experiences have given me invaluable insights into different industries, processes, tools and departments. I've had my hands in dozens of different projects and this has allowed me to analyze businesses and develop custom solutions. I've also worked really hard to become acclimated to as much technology as possible. I'm certified in Asana, Notion, Make.com, Quickbooks, Trainual and Gorgias. I'm expert-level in Clickup, Trello, Monday, Processstreet, Jira, Confluence, Hubspot, Hubstaff, Harvest, Front, and many more. Some of my specialty areas include: - Day to day direct executive support, project management or operations management - Acting as team communication leader and project manager ensuring efficient information sharing - Process development - Analyzing, streamlining and automating workflows - Tool recommendations, data migration, set up and training - Financials (Quickbooks, data transfers, budgets, action plans) I am a certified Quickbooks Pro Advisor! I am certified to help you optimize your usage of Quickbooks. - I specialize in choosing, setting up and executing project management software. I am well versed in all major options. I am also an Asana Together Certified Pro and Notion Certified. - Developing, launching and leading initiatives regarding efficiency, organization, team building, marketing, hiring, and more. - Resource management including HR, payroll and employee engagement - Long term goal planning, and breaking down those goals into achievable projects with specific steps and due dates - Putting out fires, reducing bottlenecks, and keeping things from falling through the cracks Certified in: Asana, Notion, Gorgias, Make.com, Trainual and Quickbooks Experienced in: Airtable Calendly Canva Clickup Clockify Confluence Dubsado Etsy Google Data Studio Google Products Harvest Hector Hexnode Highlevel Hive Hootsuite Hubspot Hubstaff Insightly Loomly Monday.com Office/Microsoft Products Paymo Post Affiliate Pro Processstreet Reclaim Shopify Sortly Sunsama Todoist Trello Various form tools (google forms, tidyform, notionforms, etc.) Verious email marketing tools (Mailchimp, infusionsoft, constant contact, keap, etc.) WordPress Wrike Zendesk Zoho And even more industry specific software (NutriAdmin, ServiceNow, ConnectWise, etc.)

🚀 Helped increase a European eCommerce brand's Trustpilot score from single digits to 80% during a 6-month consulting engagement 📈 Improved Customer Satisfaction (CSAT) to 85%+ through leadership coaching, QA programs, SOP restructuring, workflow optimization, and accountability systems 👥 20+ years in Customer Service, Operations Management, Team Leadership, and Business Operations 🏆 7 years managing 100+ staff, 5 supervisors, Virtual Assistants, and remote teams 📚 50+ SOP, Process Documentation, Workflow System, and Operations Improvement projects completed 🧭 Creator of structured 30-60-90 Day Operational Roadmaps focused on accountability, KPI improvement, operational stability, and scalable growth I help business owners, founders, CEOs, agencies, and growing companies build operational structure, improve accountability, optimize workflows, and create scalable systems that allow teams to perform efficiently without operational bottlenecks. My experience spans Digital Marketing Agencies, eCommerce Brands, Cleaning Companies, Customer Support Teams, Remote Operations, and Business Process Improvement initiatives where I've managed teams, Virtual Assistants, onboarding programs, customer support operations, SOP systems, quality assurance programs, KPI reporting, escalations, workflow optimization, and operational accountability. Career Overview I began my career in customer service and progressed from frontline Customer Service Representative to Supervisor managing 10–15 staff before advancing into Operations Management roles overseeing 100+ staff and 5 supervisors. This leadership journey developed my expertise in: • Operations Management • Team Leadership • KPI Management • Customer Experience Management • Customer Support Leadership • Quality Assurance Management • Process Improvement • Workflow Optimization • Accountability Systems • Coaching & Development • SOP Development • Business Operations eCommerce Operations Experience As Head of Customer Experience and Customer Service Consultant for a European eCommerce brand serving customers across the Netherlands and Belgium, I focused on: • Customer Support Operations • Customer Experience Improvement • Escalation Management • Refund & Return Analysis • QA Programs • SOP Restructuring • Macro Development • Team Coaching • Performance Management • Operational Stability Digital Marketing Agency Experience Supported agency operations through: • Project Management • Client Onboarding • Team Coordination • Workflow Systems • Reporting & Dashboards • Internal Communications • Accountability Tracking • SOP Creation • Administrative Operations • Project Follow-Ups Cleaning Company Operations Experience Specializing in: • Scheduling Systems • Dispatch Coordination • Customer Communications • Onboarding Processes • Workflow Systems • SOP Documentation • Team Accountability • Administrative Operations • Process Improvement Core Services • Operations Management • SOP Writing • Process Documentation • Workflow Optimization • Process Improvement • Customer Experience Management • Customer Support Leadership • Team Management • Virtual Assistant Management • Remote Team Leadership • Quality Assurance (QA) • KPI Management • Reporting & Analytics • Project Coordination • Onboarding Systems • Accountability Systems • Executive Support • Administrative Operations • Business Operations Consulting • 30-60-90 Day Operational Roadmaps Over the last 3+ years, I have completed more than 50 SOP and workflow-related projects helping businesses transform messy operations into organized, scalable systems with stronger accountability, visibility, and operational efficiency. I approach every business from a leadership, systems, and operations perspective — focused on operational stability, customer experience, accountability, workflow efficiency, and sustainable long-term growth.

🔹 STRATEGIC OPERATIONS, PROCESS TRANSFORMATION & BUSINESS SYSTEMS CONSULTANT I help founder-led and growing businesses improve operations, redesign business processes, implement scalable systems, and create the operational foundations needed for sustainable growth. With 20+ years of experience in business operations, process improvement, project delivery, and systems implementation, I help organizations move from reactive operations to structured, scalable operating systems. If your business is experiencing operational bottlenecks, inconsistent execution, poor visibility, disconnected systems, or founder dependency, I can help identify the root causes and implement practical solutions. What I Do I work with business owners, executives, and leadership teams to: ✅ Analyze and redesign business processes ✅ Build scalable operating systems ✅ Improve cross-functional workflows ✅ Implement business systems and operational infrastructure ✅ Design accountability and KPI frameworks ✅ Lead software and ERP implementation initiatives ✅ Develop SOPs, knowledge bases, and training systems ✅ Improve reporting, visibility, and decision-making My focus is not simply implementing software but improving how the business operates. CORE AREAS OF EXPERTISE Business Process Reengineering & Operational Excellence • Process Analysis & Improvement • Current State / Future State Design • Gap Analysis • Workflow Optimization • Organizational Process Design • Continuous Improvement • Change Management Business Systems Architecture • Operating System Design • Workflow Architecture • Business Requirements Gathering • Functional Specifications • SOP Development • Knowledge Management Systems • Onboarding & Training Frameworks Project & Implementation Leadership • ERP Implementations • CRM Implementations • Software Deployment • Stakeholder Management • Risk & Dependency Management • Cross-Functional Coordination • Vendor Management Performance Management & Reporting • KPI Development • Business Metrics • Executive Dashboards • Operational Reporting • Process Measurement • Accountability Systems AI & Automation Capabilities I help organizations leverage AI and automation where it creates measurable business value. Capabilities include: • Context Engineering • AI-Assisted Workflow Automation • Operational Knowledge Assistants • AI-Powered Reporting & Insights • Business Process Automation • Prompt Engineering for Business Operations • Workflow Intelligence & Process Audits • Automation Opportunity Assessments Tools include: ChatGPT | Microsoft Copilot | Google Gemini | Google NotebookLM | Zapier | AI Productivity Platforms PLATFORMS & SYSTEMS ERP / CRM • NetSuite (Admin & Project Management) | Odoo| Salesforce | Zoho | HubSpot Project & Workflow Management • Asana| Monday dot com | Trello | Jira | Avaza Process Mapping & Documentation • Lucidchart | Microsoft Visio | Notion Business Intelligence & Analysis • Excel | Google Sheets | Reporting & KPI Systems PROFESSIONAL BACKGROUND ✔ 20+ years in business operations, strategy, and project delivery ✔ 14+ years in senior leadership and operational management ✔ MBA - United States – Business Process Reengineering & General Management ✔ Bachelor of Science – Computer Science ✔ $100K+ Earned on Upwork ✔ 100% Job Success Score ✔ Top Rated Plus CERTIFICATIONS & EXECUTIVE TRAINING • Generative AI for Project Managers – IBM (2026) - Generative AI: Introduction and Applications - Generative AI: Prompt Engineering - Generative AI: Unleash Your Project Management Potential • Managing Projects in Notion – Coursera Project Network (2025) • Business Metrics for Data-Driven Companies – Duke University (2025) • Use RACI Charts for Work Management with Asana – Coursera Project Network (2025) • Improve Efficiency in Asana for Project Managers – Coursera Project Network (2025) • AI for Everyone – DeepLearning.ai (2024) • Oracle NetSuite Partner SuiteSuccess Methodology – Oracle University (2024) • Jira Fundamentals Training – Atlassian (2024) • Managing the Company of the Future – University of London (2022) • Design Thinking for Innovation – University of Virginia Darden (2022) • Digital Transformation – Boston Consulting Group (2021) 💡 Whether you’re implementing a new system, redesigning a business process, scaling operations, or building a more structured operating model, I can help turn complexity into clarity and execution.