Hire the best Process Improvement Specialists in Canada

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$80 hourly
Annette S.
- 5.0/5
- (24 jobs)
I am a successful enterprise architect and senior business analyst certified in cybersecurity management with more than 22 years industry experience in some of the most complex environments with a focus on process maturity and improvement. I am a certified lean six sigma master blackbelt, blackbelt and kaizen facilitator. My goal is to provide my clients the highest quality of services in order to maintain positive and long-lasting relationships. My Business Process Specialties Include Service Operations, Lead to Cash processes, Procure to Pay processes and ITIL practice areas (incident, change, service asset and configuration management, knowledge management, problem management and service level management). My enterprise architecture specializations include business architecture, information architecture, data architecture, application architecture, technology architecture, information security, and integration architecture The tools and applications in Enterprise Architecture that I have experience with are: Cloud Computing, Information Security Architecture Advanced, Service Oriented Architecture (SOA) Best Practices for Data, Big Data Architectures, Predictive Analytics, Web Application Architecture and Architecting for Scalability and Performance, and maturity modelling My Certifications Include: -Cybersecurity Management - Enterprise Architecture - Certified Lean Six Sigma Blackbelt - Certified Lean Six Sigma Master Blackbelt - Certified Risk Manager - Project Management Lean Process Certified (PM-LPC) - Certified Six Sigma Lean Professional (SSLP) - Certified Change Management Specialist (CMS) - Certified Kaizen Facilitator (CKF) - Certified ERP / Supply-chain Management Consultant

Process Improvement
Business Process Reengineering
SAP ERP
Salesforce
Lean Consulting
English
Risk Management
Enterprise Architecture
Business Process Modeling
Microsoft Visio
Change Management
Business Consulting
Business Analysis
Process Architecture
Agile Software Development
CRM Software
$35 hourly
Chitrakshi R.
- 5.0/5
- (8 jobs)
3+ years of proven experience in relationship building and management, operations management management, project coordination, client relations and continuous improvement. Proficient in MS Office (Excel, Word, PowerPoint, Project, Visio, Outlook), Google Suite, Jira and SAP. ITIL Foundations Certified and pursing Fintech.

Process Improvement
Process Flow Diagram
ITIL
Digital Marketing
Administrative Support
Client Management
Microsoft Excel
Customer Service
Presentations
Microsoft Visio
Business Analysis
$90 hourly
Dr Darren F.
- 5.0/5
- (17 jobs)
A senior executive with a rounded background in Strategy, Operations Management and Excellence, Logistics and Supply Chain, Construction, Business Integration, Change, Project and Process Management. Dr. Darren S. Fisher is a published academic author, educator, and coach, who is driven by growth opportunities both within and in those that yearn for the better. His work is synonymous with achieving business and projects goals through a focus on the distinct value concepts of Operational Excellence, Customer Intimacy, and Product Leadership.

Process Improvement
Business Planning & Strategy
Academic Writing
Project Management Professional
Business Plan Writing
Process Development
ProcessMAP Document Management
Management Skills
Business Valuation
Proposal Writing
Human Resource Management
Business Analysis
$40 hourly
Veronica G.
- 4.8/5
- (68 jobs)
Have you reached the point where you have a solid business plan, revenue is flowing in and you are tired of being the one who has to “take care of everything”. You don’t have to do it alone. I specialize in online business support services and help professionals just like yourself grow your business. A virtually-based support professional who manages the day-to-day management of bookkeeping for online-based businesses. I deliver results and believe in reliability, consistency, and quality. My services include, but are not limited to: Financial Management/Bookkeeping Provide ongoing bookkeeping services Create and send invoices Process payments to contractors, vendors, and affiliate partners Reconcile bank and credit card accounts Update P&L statements & Balance Sheets including supporting schedules Cloud-based tools proficiency Microsoft Office Google Workspace Quickbooks Online (including payroll) Wagepoint I’m dedicated to helping to free up your valuable time, empowering you to focus on what you do best. Let's work together!

Process Improvement
Administrative Support
WordPress
Kajabi
Intuit QuickBooks
Email Marketing
Bookkeeping
Recruiting
$150 hourly
Christopher B.
- 5.0/5
- (43 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

Process Improvement
Airtable
Systems Development
Google APIs
Business Process Automation
Keap
Automation
Google Sheets
Zapier
$45 hourly
Alicia B.
- 4.8/5
- (25 jobs)
As an operations specialist, I help take the burden of day-to-day operations off your shoulders, allowing you to focus on your core skills and scale your business. With my expertise in operations management, I provide solutions that streamline your processes, increase efficiency, and improve your bottom line. My services are designed to simplify and optimize your business operations, saving you time and cutting down inefficiencies. Whether you need a full system overhaul, SOP development, or workflow automation, I’m here to ensure your business runs smoothly and effectively. Here are some of the results my clients are getting: ✅Reduced administrative time by up to 30% ✅Increased productivity by up to 25% while reducing costs by up to 15% ✅Optimized workflows that reduce waste and improve quality control ✅Developed marketing funnels that increased sales by 20% ✅Improved customer support processes, resulting in a 15% boost in customer satisfaction Here's what I specialize in: 👍🏽Developing and implementing Standard Operating Procedures (SOPs) 👍🏽Managing daily operations to optimize performance 👍🏽 Streamlining workflows for greater productivity 👍🏽Enhancing client support and communication systems 👍🏽Overhauling systems for efficiency and better data management Client Testimonial: "Alicia is an extremely valuable connection for my business. Forthcoming and direct when it came to improving our business and processes. Visionary and able to quickly adapt to our existing process. Definitely was a rare find for my company. We cherish the progress that resulted from our contract. We also cherish the one-off conversations that kept our team motivated. She can take teams to the next level." - Doug Walker I take the time to understand your specific needs and challenges and work with you to develop a tailored solution that meets your business goals. Industries I’ve worked with include: Education (coaches & course creators) Real Estate Investors Construction Companies (Landscaping, Renovations, Design & Build) Non-profits Cleaning Companies E-commerce businesses If you're ready to streamline your operations and grow your business, contact me to schedule a consultation. Together, we can develop a customized plan to take your business to the next level.

Process Improvement
Process Development
Process Documentation
Automated Workflow
System Automation
ClickUp
Project Management
Management Consulting
Dubsado
Customer Relationship Management
Executive Support
Business Management
Business Operations
Business Strategy
Project Workflows
$60 hourly
Anthoney P.
- 5.0/5
- (7 jobs)
PMP and PMI-ACP certified and passionate Project Manager and have experience in several different industries: non-profit, government, aerospace, banking, supply chain, warehouse, marketing, and web and application development. My past projects include office moves, process mapping, grant applications reviews, scheduling, systems integration and testing, user testing and budget management.

Process Improvement
Project Scheduling
Project Management
Management Consulting
Business Consulting
Project Management Professional
Business Process Modeling
Project Delivery
Agile Project Management
Project Plans
$125 hourly
Kenny A.
- 5.0/5
- (47 jobs)
Signing clients takes a TON of time. If you are not already, you're spending around 25 to 50% of your time on marketing, lead gen and sales. You follow up on referrals, find leads, follow up after discovery calls and sales calls, you pitch your offer, follow up some more. After all that freaking hard work, you FINALLY close a new client for your agency. Now multiply this by 10 monthly to have a functional agency. It takes a massive effort (great job), but it’s just the beginning. Your operations can squander all that time and energy. You can activate buyer's remorse, create doubts in your clients' minds, some might cut things short. It's because of things like: - Small but essential tasks fall through the cracks - The team is not properly briefed on the project - New clients are a second thought after current engagements - The client doesn't know what comes next - They have no idea what the roadmap looks like - They are barely updated on the project status - They have no idea what's going on - And a lot more goes wrong You can solve all of this with precise operations and automation. And it starts with a squeaky clean onboarding. Right off the bat, you want to smash buyers' remorse, appear professional, and WOW that new client so they stay for the long haul. You want a well-oiled agency. How do you do that? You have a seamless onboarding not only for your clients but also for your contractors and employees. You need smooth project management and operations so it's easy to deliver for your team and feels effortless for your clients. We're not even touching structured referrals, invoicing and all that jazz, but you get the gist of it. 🌟 The offer I'll get on a discovery call with you (30 minutes) to understand if we're a fit or not. If we are, I'll interview the key people involved in a workflow, map it out for you, and give you the best suggestions for automating and streamlining it. That's the first win with clients, they see their workflow on paper, and everything becomes way clearer. They see a path forward. I'll do that for you for free, and I'll charge you for the implementation. 👏 Who would benefit from this offer? With over 3 years of specialized experience in Project Management and Automation, I've successfully worked WITH and IN digital agencies (think UX, Design, Devs, Ads, Marketing, etc.) The agencies who would benefit the most: - Have between 5 and 20 employees (excluding contractors) - Generate a revenue higher than 500k per year - Close around 1 new client per week. What does it look like working together? 🤝 Initial Consultation: Let's clarify your specific requirements, timelines, and existing workflows. 🌐 Workflow Blueprint: We will map out your existing workflow and chop off most of the fat with automation. 🎨 Design & Test: I'll build and test an automated system tailored for your business. 🤖 Iterate & Automate: Post-testing, your system will go live. 📃 Documentation: A Loom video and step-by-step guide to help you navigate your new system (optional). ⚙️ Monitoring: Rest easy knowing that I'll be there to tackle anything that may arise. 🔄 Rinse and repeat: We'll cover the most important priorities first and then move on to the next project. 📞 Next Steps Message me now to schedule the discovery call to see if we're a good fit and bring your agency to the next level.

Process Improvement
Process Flow Diagram
JSON
API Integration
API
Business Process Automation
Automated Workflow
Google Sheets
Project Management
Zapier
Automation
Process Optimization
Process Design
$250 hourly
Monica O.
- 5.0/5
- (46 jobs)
A results oriented individual who consistently strives to improve business processes- Highly analytical with proven problem-solving skills. Focus on ERP Implementation and Business Process alignment, Forecasting, Procurement and Vendor Management. Connectwise PSA (Manage) and CPQ (Sell) Implementation and Best Practices.

Process Improvement
Procurement
Supply Chain Management
Purchasing Management
Forecasting
ERP Software
Supply Chain & Logistics
Logistics Management
Inventory Management
SAP ERP
$125 hourly
Lara W.
- 5.0/5
- (50 jobs)
Need a certified ClickUp or Monday.com expert to streamline your operations, enhance collaboration, and improve project tracking? I help teams like yours design efficient, scalable systems that take the chaos out of project management. Whether you're overwhelmed by tools that aren't working or just need a fresh set of eyes to optimize what you have—I’ve got you covered. What My Clients Say: ⭐️ "Outstanding. Lara kept everything organized, took all our complex requests in stride, and built a system to grow with our business." ⭐️ "Lara took a vague outline and turned it into a structured, high-performing system. She's detail-oriented, proactive, and great with clients." ⭐️ "She brings calm to chaos. Even from our first meeting, her insight made a real difference." Why Work With Me? With over 10 years in professional services—including experience in large corporate environments—I bring deep expertise in operational effectiveness, client success, and complex project management. I'm not just a systems expert; I help scale businesses by driving end-to-end operational efficiency. Since 2020, I’ve specialized in ClickUp and Monday.com (Pro, Business+, and Enterprise), helping clients tailor these tools to their unique goals. My approach is results-driven, collaborative, and highly efficient. What I Offer: 📋 Audit + Implementation Plan 🛠️ Tool Optimization & Automation 🧩 Business Process Mapping 🧠 Best-Fit Solution Analysis 📊 Dashboards, Reporting & KPIs 🔄 ETL, Data Migration & Integrations 🧪 PMO Setup & Risk Management 🧭 Client Portals & CRM 🎓 Onboarding, SOPs & Training Resources 💡 Ongoing Support & Change Management 💼 Tools I Work With: ClickUp, Monday, Zapier, Make, Notion, Google Workspace, HubSpot, Slack, Microsoft 365, Teams, Zoom, Thinkific, Softr, ChatGPT, Lucidchart, Dropbox, Cognito, and more. 🌍 Industries I Support: Professional Services • Consulting • Tech • Law Firms • Marketing & Creative Agencies • Events • E-commerce • Construction • Manufacturing • Architecture • Interior Design • Course Creators ✅ Why Me? Top 1% Upwork Expert-Vetted Freelancer Fast, effective, and goal-driven Calm, structured, and solutions-focused Dedicated to long-term value and adoption Rates: I am open to discussing different hourly or fixed-priced working arrangements depending on the project, scope, role, etc. Let’s work together. Click INVITE or MESSAGE me now to get started — and let’s build a system that finally works for you.

Process Improvement
Software Design
Team Training
System Automation
Automated Workflow
Project Management Professional
System Analysis
ClickUp
Project Workflows
Project Management Software
Digital Project Management
Project Timelines
Business Operations
Project Management
Organizational Design & Effectiveness
$175 hourly
Nola H.
- 5.0/5
- (7 jobs)
I am an enthusiastic, versatile, hands-on and strategic senior executive with experience in financial management, quality assurance, governance, and operations management for private and public companies in many industries, sized from very small to extremely large, and across 3 continents. I partner with businesses to help them grow and succeed; people working together toward a common vision accomplish more. Several clients have derived the greatest value from jointly analyzing their business, identifying easily achievable adjustments, key business drivers to track, and achieved efficient growth, even in difficult economic conditions, without the need for complex sales or marketing. On a team, effectively engaging all members, developing and mentoring, and encouraging effective communication contribute to bottom-line performance and employee engagement. I specialize in 3 areas: ▶ CLARITY, VISIBILITY and EFFICIENCY: I implement accounting and finance systems, or reengineer existing reports and statements, create metrics and charts to highlight and analyze performance, trends and strategies. Clarity of cash flows is an area I consider to be especially important. For a public manufacturer, I analyzed performance in detail (including product, customer, and department) and created tools for daily cash management to achieve a radical turnaround and profitable emergence from bankruptcy. For a power generation company and a public IT and SaaS company implementing new ERP systems and enhanced internal, external and board reporting highlighted performance, improved profitability over 200%, improved cash management, and created efficiency in the preparation and filing of reports. ▶ FUNDING, CORPORATE TRANSACTIONS and DUE DILIGENCE: I create business plans, financial models, investor information sheets and packages for raising debt, equity and grant funding, as well as for acquisition, restructure and disposal of entities and assets. When desired I accompany clients in meetings and manage data rooms for due diligence. For a construction company I closed two government grants and 7 debt instruments to fund capital projects. In aerospace I renegotiated, and later redeemed, all secured debt, raised new funding through unsecured lines of credit, two equity raises, two government grants and a large interest free loan. For an oilfield service group I negotiated and closed on the sale of a subsidiary, and in logistics merged entities. ▶ PROFITABILITY and RISK: I develop strategies for profitable business and for identification and management of risk. I drove growth and strategic realignment, added clients 2.5 times larger and doubled ongoing services in a financial service group. For a not-for-profit entity and a public company I introduced a risk assessment process reported to the boards of directors. For an international public group I development and implemented policies and procedures to ensure consistent standards, reporting and practices among subsidiaries (including bribery, corruption, privacy standards and international law). I renegotiated 26 insurance policies and created methodology to minimize risk and cost. I also have extensive experience in: ▶ Systems and processes ▶ People development ▶ Financial mentor and training ▶ Dashboards for strategic, board of directors, executive, operational or tactical purposes ▶ Strategic planning ▶ Development and implementation of financial policies and procedures ▶ Project tenders ▶ Project management My services include: • Fractional CFO (or FD) - ongoing, Interim, or Part-Time • Financial management • Cash Management • Management, Public and Board Reporting • Company Dashboard or KPI Creation and Enhancement • Financial Systems Assessment and Improvement • Forecasting, Budgeting and Business Planning • Financial Planning and Analysis • Investor and Funder Presentations • Process Design and Re-engineering • Turnarounds, Mergers, Acquisitions and Divestment support • Due Diligence • Corporate and Board Governance • Independent Director • Policies and Procedures • Risk Management and Business Continuity Planning • Fundraising Support • Pitch decks and raises • Business Proposal and Grant Writing • Contract Negotiations • Project Management • Accounting System Setup and Upgrades • Chart of Accounts Setup and Improvements My industry experience includes: ▶ Aerospace ▶ Computer software, hardware and SaaS ▶ Food manufacturing ▶ Health insurance and service ▶ International trade ▶ Manufacturing ▶ Medical services ▶ Not-for-profit ▶ Oil and gas ▶ Oilfield services ▶ Payroll and benefits service ▶ Power generation ▶ Professional services ▶ Transportation and logistics (intermodal) ▶ Utilities, and ▶ Many others. FREE If you would like to send me a copy of your financial statements I will provide you a complimentary initial assessment and recommendations for improvement. Please contact me to discuss your project.

Process Improvement
CPA
Business Transformation
Change Management
Growth Strategy
Continuous Improvement
Financial Reporting
Performance Optimization
Financial Management
Management Consulting
Business Plan
Compliance
$40 hourly
Abby P.
- 5.0/5
- (3 jobs)
Hello! Are you a Solopreneur/Small Business that is overwhelmed with the plethora of tasks that it takes to keep up with your business/passion? Let me help - I’m equal parts creative and organized. Working with startups & smaller businesses has given me years of experience in streamlining processes and establishing best practices - to scale a business, it’s imperative to get essential processes right every time. My small business experience was with a single company working in a variety of positions, including process improvement, employee onboarding/training, investor presentations, business analysis, and software system setup/administration. The last 4 years of my professional career have been remote. I’m confident in my ability to remain professional, communicative, and prompt in such a setting. I thrive when learning new business models, systems, and adapting to changing environments. Innovation is my happy place, and I see it as a form of creativity. I want to learn the overall big picture of your business and understand your pain points. I excel at identifying ways I can assist and/or streamline the parts of your business that you loathe so that you can focus on the areas that energize you & move your business forward. If you are ready to let go of doing it all yourself. Let’s talk!

Process Improvement
Data Entry
Client Management
Web Development
Microsoft Office
Email Marketing
Google Workspace
Phone Support
Slack
Salesforce
Email Communication
Customer Onboarding
Meeting Notes
$57 hourly
Neil W.
- 4.6/5
- (4 jobs)
The short version: Hi, I'm Neil👋🏽 . I'm an AI automations expert who builds key systems for B2B businesses that deliver measurable results. ‣ I've scaled a real estate development company to over $450,000 in revenue in a year. ‣ I've automated the sales pipeline for a mobile shredding company that increased conversions by 45% ‣ I've implemented systems that improved operational efficiency of a 35,000 sf greenhouse operation by 60%. Let's make your processes smoother and more effective so you can focus on what truly matters—growing your business. ----- The extended version: Hey, I'm Neil. I've helped businesses streamline their operations and scale efficiently using smart, customized workflows. With a background as a construction engineer, I know the value of systems that work seamlessly under pressure, and I’ve carried that mindset into the world of automation. I've built a range of automation systems that have saved countless hours and generated significant revenue for my clients. Some of my favorites include: ‣ Building and automating project management systems that helped a real estate development company scale their revenue to over $450,000 for the year. ‣ Automating the sales pipeline for mobile shredding service that increased the company's conversions by 45% ‣ Improving the operational efficiency of a 35,000 sf greenhouse operation by 60%. ‣ Building an automated LinkedIn content generator for a consultant that increased engagement by x3. I have extensive experience with platforms like Make.com, N8N, Zapier and a wide array of CRMs and project management tools (think Monday.com, Asana, Trello, ClickUp, Airtable, and more). I’m skilled at building custom API integrations to extend the capabilities of these systems and make them fit just right for your business needs. If you’re looking for someone who’s passionate about automation and loves creating reliable, efficient systems, let’s chat. Whether it's for a single project or ongoing support, I'm here to make your business run smoother and your day a whole lot easier. Looking forward to connecting with you!

Process Improvement
Time Management
Data Integration
API Integration
Business Process Automation
Problem Solving
Automated Workflow
No-Code Development
Make.com
Zapier
Automation
Database Management
ChatGPT API Integration
$110 hourly
Varun A.
- 5.0/5
- (1 job)
SUPPLY CHAIN LEADER Creative and process-oriented supply chain professional with 10+ years' experience in global sourcing and supplier management. Skilled in supply planning and procurement strategy, price and contract negotiation, process improvement. Results driven, with efficient and effective decision-making skills, adaptable and proficient in leading and collaborating among cross functional teams. Proven expertise in the use of ERP tools and MS Office suite. Core Competencies: * Supplier Relationship * Presentation Skills * Negotiation * Data Analytics * Team Management * Leadership * Project Management * Contract Management * Sourcing

Process Improvement
Demand Planning
Scheduling
Management Skills
Procurement
Contract Negotiation
Project Management
$40 hourly
Cynthia L.
- 5.0/5
- (7 jobs)
Project Manager Detailed-oriented and self-motivated certified Project Manager. Excel at liaising between business and technical areas to achieve on-time and on-spec project completions

Process Improvement
Data Entry
Business Analysis
Project Management
Data Analysis
HR System Management
PeopleSoft
Quality Assurance
Change Management
Problem Solving
Atlassian Confluence
Microsoft Office
Jira
Microsoft Project
Agile Project Management
$55 hourly
Justin G.
- 5.0/5
- (1 job)
Are inefficient processes holding your business back from reaching its next level? As a Process Automation and Optimization Specialist, I help businesses escape the cycle of firefighting by building streamlined, scalable solutions that free up time and resources to focus on growth. I specialize in turning complex challenges into efficient workflows, tailored for businesses experiencing growing pains. Here’s how I can help: ¤ Business process automation to save time and reduce errors ¤ Special project management to guide complex one-off initiatives to completion ¤ Prospecting and sales tool implementation (e.g., CRM systems) ¤ Optimized management of both material and human resources ¤ Production and storage space optimization for maximum efficiency ¤ Process structuring and standardization You can explore these and other examples of my work in my portfolio. Ready to shift your focus from putting out fires to scaling your success? I’m flexible, approachable, and committed to crafting solutions that meet your unique needs. Let’s start a conversation and explore how we can set your business up for sustainable growth!

Process Improvement
Implementation
Sales Funnel Implementation
Excel Formula
Communication Skills
Project Management
CRM Automation
CRM Software
Google Sheets Automation
Industrial Engineering
Process Optimization
Process Design
$40 hourly
Roberto G.
- 5.0/5
- (1 job)
Como Experto en ClickUp y Especialista en Mejora de Procesos, ayudo a las empresas a optimizar sus flujos de trabajo y aumentar la productividad del equipo con ClickUp. Me especializo en configurar y mejorar procesos para hacer el trabajo más fácil, rápido y eficiente. Lo que hago mejor: - Configuración y Personalización de ClickUp: Adaptando ClickUp a las necesidades de tu negocio. - Optimización de Procesos: Mejorando flujos de trabajo para reducir cuellos de botella y aumentar la eficiencia. - Capacitación y Soporte a Equipos: Ayudando a los equipos a aprovechar al máximo ClickUp. - Automatización: Automatizando tareas para ahorrar tiempo y mejorar resultados. ----------- As a ClickUp Expert and Process Improvement Specialist, I help businesses optimize their workflows and boost team productivity with ClickUp. I specialize in setting up and improving processes to make work easier, faster, and more efficient. What I Do Best: - ClickUp Setup & Customization: Tailoring ClickUp to fit your business needs. - Process Optimization: Improving workflows to reduce bottlenecks and increase efficiency. - Team Training & Support: Helping teams get the most out of ClickUp. - Automation: Automating tasks to save time and improve results.

Process Improvement
CRM Automation
CRM Development
Process Flow Diagram
Microsoft Power BI
Project Workflows
ClickUp
Project Management
Project Management Software
$135 hourly
Nanci B.
- 4.9/5
- (43 jobs)
MBA, PMP with 20+ years of driving profit and boosting productivity across global organizations. As a former Upwork Professional Services lead, I created and managed multiple Fortune 50 Upwork Enterprise programs which are still in use today. Fun facts: I lowered the Upwork Professional Services team's blended rate by over 35%, by re-engineering established business processes. I have a 96% client repeat engagement rate and 100% Upwork client satisfaction rate. I offer three primary services: 1. Be your fractional executive in operations or client/professional services. Perfect for startups who need to build structure (and clean up messy operations) as they plan for growth, but don't have the budget or work volume to justify a full-time hire. (See 2. Fix your key business processes. I help you document, improve, and automate your critical processes. End result: A more productive, profitable company with consistent quality. 3. Help you implement the OKR goal-setting framework (Objectives and Key Results). When you communicate company goals to your team, and have team members set THEIR goals accordingly, then everybody is rowing in the same direction. When you do it right, the results can transform your business. (See the Case Study in my reference material for Highlights: - Particular expertise in helping startups to define and document business processes; getting it right, early on, saves buckets of time and money in the long run. - Develop custom programs for clients and partners/resellers/agents - Focus obsessively on client service - Positively affect corporate bottom line, with accomplishments like: 96% client repeat engagement rate, 98% client satisfaction rate, and 20% internal efficiency improvement. - Strong background in marketing and experience as Marketing Director Also: Optimizing existing business processes, creating SOPs, templates, and best practices, leading virtual teams, recruiting and managing freelancers, inbound marketing, and translating repeatable tasks into logical procedures that can be outsourced, automated, improved and tracked based on analysis of data—this is more of the 'saving you time and money' part. Numerous commendations from senior management and customers for my professional expertise. Clients include Upwork (formerly Elance-oDesk), IBM, Intel, Cisco, Microsoft, Dell, Oracle, the Economist, Reed Elsevier, and Martha Stewart Weddings. Sample deliverables: 1. Create an inventory of your processes, help you break processes down into steps, and suggest improvements (templates, streamlining, software, automation) to increase efficiency, customer satisfaction, and employee motivation 2. Create your company Operations Manual, an essential reference document for existing employees and new hires 3. Create your Employee Handbook, a cultural reference document that outlines your work expectations, company vision, communication etiquette, etc., to employees and new hires 4. Coach, train and mentor your team on OKRs, from understanding how to define an objective, rules for defining key results (hint: if it's not measurable, forget it), and keeping the team honest and engaged, ongoing.

Process Improvement
Critical Thinking Skills
Process Infographics
Communication Skills
Leadership Development
Business Coaching
Marketing Operations & Workflow
Business Process Management
Business Operations
Project Management Professional
Business Process Reengineering
Program Management
Internet Marketing
Inbound Marketing
Process Documentation
$75 hourly
Sushma K.
- 5.0/5
- (11 jobs)
20 years of international professional experience working for multinational companies like IBM, Keane, P3 serving clients in Aerospace, IT, insurance, rail transportation, retail, manufacturing industries in Canada, USA and India. Experience in onsite-offshore model and managing virtual teams. Successfully led cultural and business transformation programs, coached executive leadership teams, managed multiple projects simultaneously, optimized business / IT / operational processes. Thorough understanding of the software development cycles, change management methodologies and operational performance issues. References available on request.

Process Improvement
Program Evaluation
Program Management
ITIL
Lean Consulting
Business Continuity Plan
Usability Testing
Software Testing
Presentations
Business Analysis
Business Process Reengineering
$60 hourly
Laura B.
- 5.0/5
- (59 jobs)
Feeling overwhelmed by the chaos of scaling? I can help you turn that chaos into organized growth. Together, we'll structure your business, build solid systems, and automate the busy work so you can focus on what really matters.

Process Improvement
Project Planning
Project Delivery
Project Timelines
Project Workflows
SEO Strategy
Client Management
Jira
ClickUp
Team Management
UX Wireframe
WordPress Website Design
Project Management
Healthcare
Marketing Management
$150 hourly
Abu M.
- 4.7/5
- (5 jobs)
Welcome to my page: As a tested executive, I understand your struggles in fixing the service plumbing of that 200yr old business. As a leader, I see the challenges you face trying to figure out a better way to lead your teams, to have those painful conversations. I share your personal hopes, encourage your potential and authenticity. I have been in the trenches and have stood shoulder to shoulder with you, building out new operating models, changing systems, redesigning structures and improving processes. I am an enterprise transformation executive consultant, leadership advisor and coach. I transform organizations and leadership for the evolving future of work. I support uncompromising leaders like you to reinvent organizations and change cultures. With more than 20+ years leading complex transformation programs, I have extensive experience working with senior executives and their management teams in delivering strategic change across a wide range of technologies and industries. I have participated in over 50+ enterprise-wide transformations from $36 billion public sector institutions, multi-lateral funding agencies, not-for-profits, start-ups to Fortune 100 clients. Enterprise clients hire me to bring deliberate focus back to their most important assets — their people, partners, and stakeholders. I do this by enabling decision-making, supporting bold thinking and creating space for inventiveness and culture change. Leaders hire me to bring focus back to their most important “why’s” — passion, purpose, and vision. I do this by helping them gain clarity of their personal vision, challenge them subtly, nudge and have them confront their potential. I am energized by complex, big challenges and have actively sought them. I am happiest and engaged when facilitating, collaborating, solutioning and leading client engagements. Whether it be defining enterprise strategy, conducting system-wide assessments, designing solutions, or helping leaders own their space! I am purpose-driven and impassioned in the work I do and how I serve my clients. I operate with deep empathy and believe in all possibilities and believe we all have a responsibility to walk in our greatness. Areas of Expertise: Strategy Development & Execution, Leadership Advisory, Large-Scale Transformation Business Consulting & Advisory, Business Model Innovation, Organizational Change Management (OCM), Program/ Project Management. Always happy to chat, pls feel free in reaching out.

Process Improvement
Business Transformation
Technical Project Management
Management Consulting
Business Services
Business Writing
Business Change
Project Management
Strategic Plan
Change Management
Human Resources Consulting
Business Coaching
Digital Transformation
Digital Strategy
Business with 1-9 Employees
$120 hourly
Andrew S.
- 4.8/5
- (30 jobs)
Business Operations Consultant who is constantly working in Microsoft Excel. I have built tools for the largest companies in the world that compete with leading management software at a fraction of the cost. Upwork Rising Talent/Top Rated since February 2018. Need a financial model to attract investors? Want to manage your business from a spreadsheet? Or just need to collect rent from your roommate? Let's connect! Proficient in more formulas that anyone else on Upwork, and happy to assess your business, investments or cashflow to help you improve your financial position. (See Below) ---------------------------------------------------------------------------------------------------------------- Let me help you run your business, startup, or idea to its full potential. I draw on experience from a variety of industries including financial services (insurance, funds, cryptocurrency), healthcare (service delivery, pharmaceutical, medical devices), real estate (residential and commercial), technology (including startups), energy and retail (including online). Using the systematic techniques from my book, the Business QuickStart Manual, I help clients to: - Write Business Plans to create successful businesses - Attract Investors for funding your business - Market your company to grow your revenue - Reduce costs to improve profit - Solve business problems that result in unnecessary cost, dissatisfied customers, poor quality or employee frustration.

Process Improvement
Business Plan
Business Coaching
Business Process Modeling
Business Consulting
Business Writing
Executive Coaching
Data Analysis
Google Sheets
Microsoft Excel
$40 hourly
Ahmed A.
- 4.7/5
- (40 jobs)
As a technical project manager, I have extensive experience in managing a range of projects, including software, websites, mobile applications, and web3 projects. My services include project planning, scheduling, and controlling, as well as team management and scrum leadership. With a strong focus on meeting project objectives, I work closely with teams to ensure that all aspects of the project are delivered on time, within budget, and to a high standard. If you are looking for an experienced project manager who can help you deliver your next project successfully, I would be delighted to help. With +4 years of experience in project management, I possess excellent communication and problem-solving skills. Additionally, I am proficient in using various project management tools, including ClickUp, MS Project, Jira, Trello, and Excel. As a Certified Associate in Project Management (CAPM) with a degree in Business Analysis, I bring a strong foundation in project management to the table. Furthermore, I hold an engineering degree in electronics and telecommunications, which adds a technical edge to my skillset.

Process Improvement
Business Analysis
Project Management Professional
WordPress
Scrum
Project Scheduling
Technical Project Management
Project Workflows
Product Management
Project Management
Dev & IT Project Management
ClickUp
Agile Project Management
Stakeholder Management
$80 hourly
Whitney O.
- 5.0/5
- (5 jobs)
As a Chartered Professional Accountant (CPA, CMA) with extensive experience across various industries and a Certified Anaplan Solution Architect, my recent focus has been on expanding my expertise in financial modeling using Anaplan. Building upon my established finance background, I now specialize in process automation and optimization. By harnessing my proficiency in Microsoft Excel VBA and Microsoft Access administration and design, I aim to enhance your financial operations using Anaplan. What Sets Me Apart Chartered Professional Accountant (CPA, CMA): Extensive experience across various industries, providing a strong foundation for financial operations, reporting, and strategy. Advanced Microsoft Excel Skills: Proficient in VBA automation, allowing me to streamline processes, enhance efficiency, and solve complex financial challenges. Customer-Focused Consulting Approach: Drawing on years of consulting experience, I excel at understanding unique business needs and delivering tailored, impactful solutions. Certified Anaplan Solution Architect: Specializing in implementing connected planning solutions to align strategic goals with operational execution and optimize decision-making processes. Anaplan is a connected planning cloud-based software that delivers a unified real-time, cloud-based environment to optimize planning and decision-making across all lines of business and business activities, from strategic to operational levels. Process Optimization and Automation: Passionate about leveraging technology to improve workflows, reduce inefficiencies, and drive financial performance. This combination of technical expertise, customer focus, and strategic insight ensures I can deliver exceptional value and support your organization’s success. I look forward to the opportunity to contribute to your business's success by improving your processes #AnaplanSolutionArchitect #AnaplanModelBuilder #AnaplanConsultant #ExcelExpert

Process Improvement
Marketing Strategy
Tableau
Microsoft Access
Visual Basic for Applications
Financial Reporting
Financial Modeling
Anaplan
Management Accounting
Business Analysis
Microsoft Excel
$40 hourly
Nikhil A.
- 5.0/5
- (5 jobs)
o Project Management Professional (PMP) o Certified Energy Manager (CEM) o Certified Measurement and Verification Professional (CMVP) o HayStack SkySpark Developer and Consultant o Process-driven energy consultant with 10 years of experience in the energy efficiency and sustainability domain, managing decarbonization projects, conducting energy audits, energy and emissions analysis & consulting and supporting lean six sigma projects o Manufacturing experience in leading lean projects resulting in process optimization, enhanced business operations, and annual monetary savings Specialties: Sustainable Consulting, Energy assessment, eQuest Energy Modeling, Energy efficiency, Carbon Emissions, Business process improvement, Lean manufacturing, Advanced Excel, Python

Process Improvement
Financial Analysis
Financial Modeling
Microsoft Excel
Data Science Consultation
Sustainable Energy
Mechanical Engineering
Data Modeling
eQUEST
Project Management
Energy Engineering
Engineering Management
Machine Learning
Data Analysis
Python
$35 hourly
Jet D.
- 0.0/5
- (0 jobs)
Hi there! I'm Jet, a marketing and business operations professional with a strong background in project management, administrative support, and workflow optimization. With years of experience in marketing coordination, business operations and virtual assistance, I help businesses run more efficiently, streamline processes, and improve productivity. What I Offer: ✔ Marketing & Administrative Support - Campaign coordination, social media scheduling, email marketing, CRM management ✔ Project & Operations Management - Workflow optimization, SOP creation, team coordination, deadline tracking ✔ Data & Reporting - Performance tracking, dashboard creation, data analysis to inform decision-making ✔ CRM & Tool Expertise – Proficient in Asana, Monday.com, HubSpot, Google Workspace, and more I thrive in fast-paced environments where organization and efficiency are key. Whether you need ongoing virtual assistance, marketing operations support, or project management expertise, I’m here to help you scale and streamline your business. Let’s connect to discuss how I can support your team!

Process Improvement
Email Management
Asana
Business Operations
Administrative Support
Virtual Assistance
Marketing Operations & Workflow
Agile Project Management
Data Analysis
Project Management
Marketing
Digital Marketing Strategy
$20 hourly
Sylvia S.
- 5.0/5
- (10 jobs)
My name is Sylvia Sabir and I am an experienced virtual assistant, digital marketer, and customer service professional. I have more than 10 years of experience in managing customer service and support, in addition to providing assistance in administrative tasks. I am highly organized, detail-oriented and efficient in my work. I possess excellent communication and interpersonal skills, as well as the ability to work independently and as part of a team. My experience in customer service and support includes managing customer inquiries, responding to emails, troubleshooting customer issues and providing technical advice. I also have experience in proofreading and reviewing documents for accuracy and completeness. I am comfortable using various software applications for data entry, document review and other administrative tasks. I am confident about my ability to offer a valuable, reliable and high-quality service.

Process Improvement
Creative Writing
Customer Experience
Writing
Content Writing
Digital Marketing
Customer Support Plugin
Customer Service
Communications
Data Entry
Proofreading
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