Hire the Best Process Improvement Specialists in New York

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.

I specialize in helping organizations optimize their Lead-to-Cash (L2C) process - from lead capture through quoting, contracting, billing, and to revenue recognition. My background combines management consulting at Big 4 with hands-on system expertise, giving me the ability to bridge business needs with technology execution. Over the past 5+ years, I’ve led global projects for hyperscalers, fintechs, and Fortune 100 enterprises, as well as nonprofits and associations. This includes large-scale go-to-market transformations such as lead-to-cash transformations, post-M&A integrations, CRM/CPQ deployments, pricing/packaging recommendations across in US. Example of Key Outcomes delivered: ✔︎Reduced deal cycles by up to 40% through process redesign and automation. ✔︎Led a $50M+ post-acquisition L2C integration, unifying CRM, CPQ, CLM, and billing systems. ✔︎Managed a portfolio of 40+ initiatives that doubled compliance assessment throughput in under a year Expertise ✔︎Business Process Design: BPMN 2.0, swimlane process maps, SOP development ✔︎Lead-to-Cash Optimization: Lead management → Opportunity Management → Pricing → Contract Management → Billing → Revenue Recognition ✔︎Tenical Advisory & Implementation: Salesforce, Dynamics 365, Oracle, SAP, FinancialForce, RevOps ✔︎Integration Leadership: Post-M&A GTM integration, PMO management, stakeholder alignment Industries ✔︎Cloud & SaaS ✔︎Fintech & Payments ✔︎Professional Services ✔︎Telecom & Media ✔︎Industrial / Manufacturing Why Clients Work With Me ✔︎Proven track record as a management consultant at a Big 4 consulting firm ✔︎Consulting-grade frameworks, presentation, and executive-level communication ✔︎Experience leading transformations at both enterprise scale and mid-market growth firms ✔︎Ability to deliver measurable improvements in speed, compliance, and revenue outcomes Let’s connect if you’re looking for a partner to streamline processes, unify systems, and drive measurable for your organization!

(Fixed-Rate Projects Only) I build founder-free operations for service-based companies. Hi, I’m Lora Jackson - your Process Nerd. If you’re scaling fast but still answering every question, reviewing every task, or stepping in to fix daily problems, you don’t have an operations issue. You have a structure issue. I design operating systems - SOPs, workflows, delegation frameworks, and team processes - so service businesses can grow without constant founder involvement. Most of my clients come to me when: - They’re tired of micromanaging - Onboarding takes too long - Everyone has “their own way” of doing things - Leadership is stuck in daily fires - Growth keeps adding complexity I fix that. What working with me actually means - Documented, repeatable processes your team actually uses - Smooth cross-department handoffs - Clear roles and ownership so delegation sticks - An operations hub that centralizes all training and SOPs - A company that runs on structure, not memory This is not virtual assistant work, task management, or random SOP templates. This is building a founder-free operating system. Who I work with Founders and operators of service-based businesses in: 📦 Moving & storage 🛠️ Home remodeling and home organizing 🏡 Property management and real estate services ⚖️ Law firms and professional services 🔗 Franchise, daycare, and operations-heavy local service companies Typical client profile: - $1.5M–$12M annual revenue - 8–40 team members - Growing but hitting operational friction - Ready to systematize, not just patch problems What sets me apart - I don’t give homework - I do the documentation for you - I create systems teams can adopt immediately - I build implementation, not just plans - I’m certified in Trainual and Whale, fluent in Notion, and experienced with Monday.com, ClickUp, SmartMoving, and other operational platforms. Important Note: I no longer take hourly projects. All engagements are fixed-rate with clear deliverables, timelines, and outcomes. If you need a consultant to “write one SOP” or “clean up some tasks,” I’m not a fit. If you want to step out of daily management and build a business that runs smoothly without you, we should talk. About me - Bulgarian immigrant, mom, married to a Michelin-recognized chef - Fueled by espresso, Kendrick Lamar, and the Foo Fighters - Motto: Systems handle the mundane. You handle the meaningful. If you are ready to get your time back, let's talk. I'd love to learn more about your business and what's taking up most of your time.