Hire the Best Process Improvement Specialists in New York

I come into organizations with broken, fragmented, or undocumented workflows, design the system that fixes them, build it, and write the documentation so it holds up after I'm gone. At the James Beard Foundation I introduced Monday and built the entire organization's board infrastructure from scratch — 50+ boards spanning every department and program. WHAT I DO Process design and documentation. I map how work actually moves through a team, find where it stalls, and write it down in a form people will use — lead times, ownership, handoff rules, approval routing. In my experience the software is rarely the real problem. More often the process was never written down and a few people are carrying it in their heads. At JBF I documented a production workflow that had never existed on paper, and it's now the reference every project runs against. Monday implementation and architecture. I introduced Monday to JBF and built the whole thing myself — 50+ boards covering the awards program, a national tour, the gala, development, partnerships, institute programs, and internal operations. Board structure, status flows, cross-board dependencies, automations, templates, permissions, dashboards. I also build the templates and working norms around the system, which is usually what determines whether anyone is still using it a year later. PMO setup. Intake, prioritization, project templates, meeting cadence, timeline discipline, postmortems, and reporting for leadership. Internal tooling and automation. When the fix is a piece of software, I build it. I've built a set of browser-based tools for my own team — a production timeline calculator, a work-distribution visualizer, a file compression tool that runs locally, an automated staff directory scraper — all running under one internal platform with no installs and no backend. I also rebuilt a complex financial costing workbook into a full browser-based application used by restaurant operators. HOW I WORK I have 7+ years of project management experience across nonprofits, agencies, a game studio, and a manufacturer. I do the mapping, the build, and the documentation, and I train whoever owns it after I leave. I'd rather hand something off cleanly than stay on indefinitely. Common starting points: a workflow audit and process map, a Monday build, cleaning up a Monday account that's gotten out of hand, a documentation sprint, or a scoped internal tool. I'm available 10-20 hours a week, fully remote. I work best with professional services firms, agencies, founder-led businesses, and nonprofits somewhere between 20 and 60 people. Send me a description of what isn't working and I'll give you my read on it before you spend anything.

I help growing teams turn operational friction into systems that actually hold up. As an operations consultant with 20+ years of experience and a Master's in Organizational Leadership, I partner with clients across three key areas: 🔹Asana & Workflows: Workspace architecture and adoption-focused setups. 🔹Fractional Ops & PM: Steady, high-level project direction and ops leadership. 🔹SOP Development: Turning tribal knowledge into clear, repeatable processes. I believe teams do their best work when three things come together — solid structure, smart workflows, and people who know how to use the tools in their toolbelt. Whether you're a five-person team or a department inside a much larger company, the same principle applies. The system has to serve the people, not the other way around. Here's how we can work together: 1️⃣ WORKFLOW ARCHITECTURE & ASANA IMPLEMENTATION As a Certified Asana Service Provider, I design workspace structures that scale and lead adoptions that stick. I don't just configure features — I build architecture your team can actually maintain, turning messy cross-functional workflows into environments people trust and use. 2️⃣ FRACTIONAL OPERATIONS & PROJECT MANAGEMENT When operations feel chaotic but a full-time hire isn't the right move, I step in to provide fractional leadership and high-level project direction. Drawing on my organizational leadership background, I help manage complex projects, clarify roles, and establish the communication rhythms teams need to keep moving. 3️⃣ PROCESS MAPPING & SOP DEVELOPMENT A great tool can't fix a broken process. I help teams pull tribal knowledge out of the people who carry it and translate it into clear, actionable SOPs. The result is faster onboarding, fewer bottlenecks, and a lot less "wait, how do we do this again?" BACKGROUND & CREDENTIALS 🔹Proven Track Record: 20+ years consulting and helping teams move projects forward. 🔹Deep Tool Expertise: 10+ years as an Asana & workflow consultant (Certified Service Provider since 2015). 🔹Leadership Backing: Master's Degree in Organizational Leadership. 🔹Published Author: "Practical Productivity: Simple Habits for Busy Humans" (2026). Whether you need a full Asana overhaul, a clean set of SOPs, or an experienced operational leader to help steady the ship, I'd be glad to talk. Let's schedule a time.

I help teams fix how they work. I'm an operations and workflow consultant with 7+ years identifying what's broken, designing better systems, and implementing solutions that stick. I specialize in process audits, workflow redesign, and automation, finding the inefficiencies that are costing teams time and money and building practical fixes using the tools they already have or lightweight ones that won't require an IT team to maintain. A few things that capture how I work: I automated a loan intake process that multiple developers said couldn't be automated, saving $50K+ annually. I built a contract and resource system that satisfied directly conflicting requirements across three departments and cut compliance timelines by 60%. I designed and launched a workflow audit practice offering end-to-end process improvement services to small businesses. I work across any industry and any function. My thing isn't what I already know about your space. It's how fast I can understand it and identify what's actually blocking progress. If your team is drowning in manual work, working around broken processes, or scaling faster than your systems can keep up, that's exactly where I come in. **Core services: Workflow audits, process redesign, automation implementation, SOP documentation, operations consulting, project and program management. **Tools: Zapier, Make, Asana, Monday, Airtable, Google Workspace, Salesforce, Trello, Microsoft Office, Slack.

I am an organized and detail-oriented project coordinator specializing in workflow optimization, process improvement, and clear operational documentation. With experience supervising high-volume intake and referral operations, I help teams work more efficiently by improving processes, standardizing procedures, and supporting day-to-day project execution. What I Do: - Project coordination & task tracking - SOP creation and documentation - Process improvement support - Cross-team and stakeholder communication - Training and on-boarding materials - Meeting support (agendas, notes, follow-ups) - Data organization & performance monitoring Tools & Platforms: Google Workspace • Microsoft Office • Power BI • Tableau • Electronic Health Records (EHR) Systems What You Can Expect: I prioritize clear communication, organized execution, and steady forward progress. I break complex work into manageable steps and keep everyone aligned through consistent updates. My goal is to bring structure and reliability to every project I support, including yours.

I help businesses improve operations by analyzing data, optimizing workflows, and building reporting systems that drive better decisions. I specialize in CRM management, KPI tracking, and process optimization. Here’s how I can support your business: • Sales & business operations support • CRM data management (Salesforce, Microsoft Dynamics) • Dashboard creation & KPI tracking • Process improvement & workflow optimization • Reporting and performance analysis In my experience, I have: • Built dashboards to track performance and identify trends • Improved workflows to reduce errors and increase efficiency • Managed and cleaned CRM data to improve reporting accuracy • Supported cross-functional teams with data-driven insights Tools & Skills: Excel | Google Sheets | CRM Systems | Data Reporting | KPI Tracking I work best with teams looking to improve operational efficiency, clean and manage their data, and gain better visibility into performance metrics. If you’re looking for someone who can bring structure, clarity, and data-driven insights to your operations, feel free to reach out — I’d be happy to discuss your project.