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Check out Process Optimization Consultants with the skills you need for your next job.
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Clients rate Process Optimization Consultants
Rating is 4.7 out of 5.
4.7/5
based on 134 client reviews
  • $75 hourly

    • 4.8/5
    • (161 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 Optimization
    Asana
    Agile Project Management
    ERP Software
    Process Improvement
    Task Automation
    CRM Software
    Automated Workflow
    Smartsheet
    Zoho Platform
    Zoho CRM
    Wrike
  • $85 hourly

    • 4.9/5
    • (57 jobs)
    I specialize in tech consulting and building automated systems using no-code/low-code tools to streamline workflows, optimize processes, and drive productivity. Over the past four years, I’ve successfully implemented automation projects across various industries, helping businesses operate more efficiently and scale faster. 💻 Core Expertise: • Monday.com, Zapier, Make (formerly Integromat) ⚙️ Integration Experience: • Sales, marketing, support & operations: Monday CRM, HubSpot, Pipedrive, Calendly, Acuity Scheduling, Slack, Zoom, Qwilr, Loom, Mailchimp, Kajabi, Shopify, Zendesk, and more • Invoicing: Stripe, Xero, Harvest, Quickbooks • Forms, doc generation, surveys & e-signatures: WorkForms, Typeform, Jotform, DocuSign, PandaDoc, Dropbox Sign (HelloSign), DocuGen, SuperForm • Productivity: Monday.com, ClickUp, Notion, Trello 🏗️ Industry Experience: I’ve worked with clients in a wide range of industries, including: • Automotive Manufacturing & Dealership • Consulting/Coaching Services • Digital Marketing Agency • e-Commerce • Construction & Maintenance • Accounting Services • Legal Services • Interior Design • Non-profit • Cybersecurity • Cryptocurrency • Payment Processing/Gateway • Content Production • Chemicals • Healthcare • Arboriculture • Real Estate • Promotional Services • High-End Interior Remodeling & Renovations • Software Development • Talent Management Agencies • Government Agencies & Compliance • Event Management & PR Agencies Ready to transform how your team works? Let’s connect and explore how automation can take your business to the next level!
    vsuc_fltilesrefresh_TrophyIcon Process Optimization
    Process Design
    Automated Workflow
    Zapier
    API Integration
    Dashboard
    Solution Architecture
    Business Management
    Automation
    System Configuration
    Customer Relationship Management
    Software Integration
    CRM Software
    Make.com
    Business Process Automation
    Business Applications Consultation
  • $125 hourly

    • 5.0/5
    • (54 jobs)
    👋 Hello! I'm Eddy, a dedicated Monday.com specialist with a passion for optimizing workflows. I've successfully transformed the workflow of over 100 companies worldwide, ranging from startups to Fortune 500s, using Monday.com. 🏆 Expertise & Achievements: • Over the past few years, I've crafted over 3,000 boards & dashboards, 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. 🖼️ 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
    vsuc_fltilesrefresh_TrophyIcon Process Optimization
    Demo Presentation
    Project Management
    Business Coaching
    Process Improvement
    Project Workflows
  • $125 hourly

    • 5.0/5
    • (21 jobs)
    As an operational consultant, my job is to make your life easier and your business run smoothly. I learn your industry and company's uniqueness to help you identify the foundational business structures to increase your efficiency and automate menial tasks. I will work with you and your team to uncover sources of friction and implement processes and technical solutions. All solutions will be shaped to you, your current and potential future team. All processes will be maintainable, measurable and provide your team insight for the future. I have experience partnering with companies across diverse industries. I have recently worked in the consumer goods, software, marketing, training, law, real estate, manufacturing and non-profit industries. The first step is to break down your company or issue into its foundational parts through an Operational Audit. The audit allows us to understand how you adapted the foundational parts, the dials you can access to make a change, and their effect on your business. Through interviews, process investigation, operational research, and financial review, we will learn and document your systems and resources. This analysis will be the guidance to prioritize the operational work. Project management tools such as Asana, Monday, and Clickup have become the foundational tools for remote work and working with talented, geographically diverse teams. I help your team set up tools like these to fit your organization's culture now, grow with you in the future, and integrate with the rest of your tools and systems. By training, I am a rocket scientist and systems engineer. I have had the privilege of working on some of the world's most complex engineering systems throughout my career. I apply this experience to every problem. These principles of systems engineering will guide me as I analyze your organization. By focusing on the core of the business, I can quickly learn about your industry and product. My career has exposed me to the operations of companies from two employees up to 100,000. I have managed a 55 million dollar division with 150 employees and the day-to-day of my entrepreneurial ventures. I am an extremely quick study, love to learn, candid, open, and self-aware. These things, combined with my diverse experience, allow me to provide straightforward, rapid results in any industry.
    vsuc_fltilesrefresh_TrophyIcon Process Optimization
    Microsoft Excel
    Asana
    Data Analysis
    Entrepreneurship
    Business Operations
    Zapier
    Research & Strategy
    Data Entry
    Google Sheets
    Marketing Operations & Workflow
  • $40 hourly

    • 4.8/5
    • (130 jobs)
    Certified Project Management & Business Professional with 12+ years of experience in different business domains. Certified in monday.com, Bitrix, HubSpot, ClickUp & Pipedrive Products. I have Completed 200+ Implementation projects successfully. Monday.com, Bitrx24, HubSpot, Pipedrive & ClickUp On- Boarding & Implementation Service Includes: - Custom workflow & Process development. - Business Process/SOP Development. - On-boarding, Training & On-going Support. - CRM process implementation. - Project & Task Management workflow implementation. - Process Automation consultancy & Implementation. - External Application Integration & Migration. - Develop your own custom Apps & API integration. - Dashboard / Reporting Configuration
    vsuc_fltilesrefresh_TrophyIcon Process Optimization
    Process Design
    Marketing Automation
    Automated Workflow
    Process Development
    Zapier
    HubSpot
    Pipedrive
    Bitrix24
    CRM Development
    Project Management Office
    Project Management
    Automation
    CRM Software
    Customer Relationship Management
  • $150 hourly

    • 4.7/5
    • (113 jobs)
    🙋🏻‍♀️Welcome. Let’s build the online workspace of your dreams. ☁️✨ Are you looking to automate and connect your tech stack for smoother operations? 🤔 Could your workflows, templates, and task management use an upgrade? 👀 Do you wish you could make your team’s expertise accessible even when they’re off work? We should work together if you need: 🏗️ Solutions Architecture ⚡ Custom Project Management Workspace 👩🏻‍💻 Low-Code or API Automation ⏰ Automated Workflows & Templates 📈 Process Improvement 🖥 Productivity Tool Admin 🏃🏼‍♀️ Efficient Operations 👉🏻 Change Management 🚦 Project Management 🔗 Admin Strategy 👩🏻‍🏫 Training for software, process, and admin I can help you explore, implement, and improve use of softwares such as: 1️⃣ PROJECT MANAGEMENT: Asana • ClickUp • Smartsheet • Monday.com 2️⃣ CRM: Hubspot • Salesforce • Dubsado • Honeybook • PM Software CRM Build 3️⃣ INTEGRATION: Zapier • Make (Integromat) • API 4️⃣ TIME: Harvest • Everhour • Toggl • PM Software Time Tracking 5️⃣ PAYMENTS: Quickbooks • Stripe • Square • PayPal 6️⃣ DOCS/COMM: Microsoft SharePoint • Google Workspace • Microsoft Outlook/365 7️⃣ CHAT: Slack • Microsoft Teams • Gchat 8️⃣ SIGNATURES: DocuSign • PandaDoc 9️⃣ WEB: Squarespace • Wordpress • Shopify ...and so many more! 😏 Due to my unique approach to problem solving, I am confident in building a custom solution for you. Thomas Sankara once said, "We must dare to invent the future." Using that philosophy and my diverse skill set, these services can take your business to new levels of performance. ✈️ Reach out if this is the right fit for you or your company. Talk soon, Anna
    vsuc_fltilesrefresh_TrophyIcon Process Optimization
    Risk Management
    Growth Strategy
    Project Workflows
    Automated Workflow
    SaaS
    Make.com
    Process Design
    API Integration
    Project Management
    Squarespace
    Automation
    ClickUp
    Asana
    Agile Project Management
  • $45 hourly

    • 4.6/5
    • (97 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 ◉ Dext.com, Easybills, Expensify ◉ 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 Optimization
    Automation
    Asana
    Process Integration
    Trello
    Zapier
    Automated Workflow
    Administrative Support
    Process Design
    Process Development
    Process Improvement
    Xero
    Digital Project Management
    Intuit QuickBooks
  • $100 hourly

    • 4.3/5
    • (26 jobs)
    I can optimize your HubSpot and customer journey into a streamlined, system that amplifies conversions and facilitates scalable growth for your business. My area of expertise and passion is crafting complete, top-to-bottom optimizations of your Marketing, Sales, Service, and Operations processes through Customer Experience Design (CXD). Whether you're an early-funded startup or an established brand, I'll work closely with you to align your people, processes, and HubSpot to deliver a more personalized, impactful customer experience at scale. As a creative problem-solver for Go-To-Market and Scale-Up teams, I help my clients gain the freedom to lead with more time to focus on their company's strategic vision. My work involves leading strategic roadmap initiatives to align and enhance how your customer-facing teams, processes, technology stacks, and data infrastructure all work together. I focus on mapping customer journey transformations, facilitating sustainable behavior change interventions, and implementing go-to-market reporting feedback loops. More about me: Originally from Las Vegas and now thriving in Sydney, Australia, I am a customer-centric, analytical professional with a background in acquisition intelligence, business transformation, and agile project management. Throughout my career, I’ve helped GTM, hypergrowth Tech, and SaaS brands (Series A-C) validate their operating models to drive predictable revenue growth. ✳️ Notable Capabilities: ○ Discovery and Diagnosis of your Current State ○ Tech Stack Auditing / Platform Gap Analysis ○ End-to-End Customer Journey Mapping ○ Go-to-Market and Scale-Up Strategy ○ Setup from scratch of Marketing, Sales, Service and Operations Hub ○ Marketing Campaign Setup and Implementation ○ Integration of Tech Stack Apps, Custom API, and Data Sync ○ Advanced CRM Automation / Workflow Implementation ○ Agile Project Management of Key Priorities ○ Custom Dashboarding / Reporting / Analytics Setup ○ Conversion Rate Optimization and Iterative Testing ○ Tactical Revenue Operations ✳️ What Sets Me Apart? 1. I'm not just a consultant who provides recommendations; I take the lead of the entire transformation process. 2. Through Customer Experience Design (CXD), I can address your most intricate systemic challenges in a human-centered way -- delivering deeply effective experiences for your customers at every stage of their buying journey. 3. Working closely with you and your team, I'll identify any technical gaps in your platforms, develop a comprehensive blueprint, test and implement the most effective interventions. 4. If you're looking to grow your brand without increasing your workload, designing scalable systems of personalized experiences will be vital. I'll help you turn your buying process into a well-functioning system, bringing predictability to your operations. 5. Our partnership will finally give YOU the freedom to lead, allowing you to focus on YOUR strategic vision while ALSO providing the necessary infrastructure to explore new opportunities and revenue streams. ✳️ Case Study: My HubSpot journey began almost seven years ago at Rezdy.com ; a recent Deloitte Technology Fast 50 awarded SaaS business in the tour and activities space. I worked with them as they sought to break into the US market. ○ I actively tapped into the customer perspective and designed a comprehensive customer journey map, a visual story of customer interactions with the brand (both current and ideal state). Once mapped, I brought scalable improvements to life - validating and deploying bespoke sales support systems/automated workflows required to meet the rapid growth of the business. ○ I also implemented a weighted lead scoring system and lead allocation to sales reps along with key Sales and Onboarding processes into Hubspot CRM in less than 90 days (for an organization of over 120 team members globally), which increased the rate at which leads became customers by 42%. ○ In collaboration with my marketing and sales stakeholders, I deployed Personalized Email Sequences, a series of targeted and timed email templates to nurture contacts over time. This helped mitigate the need for early-stage sales rep involvement, allowing sales reps to focus their time on high intent, sales-ready prospects. ○ I proactively aided US/APAC Regional Sales Managers and Global Head of Sales in building and extending business reporting, dashboarding, and analysis critical to sales pipeline management, individual sales rep performance, and marketing investment decisions. ○ I continuously identified and resolved significant marketing, sales, and onboarding process bottlenecks that impeded the free flow of leads moving through the buyer's journey. ✳️ Get In Touch: Got an interesting problem to solve? Lets chat! I listen with empathy, make decisions based on data, and proudly position solutions aligned with your goals, challenges, and initiatives.
    vsuc_fltilesrefresh_TrophyIcon Process Optimization
    A/B Testing
    Customer Relationship Management
    Sales Funnel Builder
    Lead Management Automation
    CRM Automation
    Automated Workflow
    Marketing Automation Strategy
    Marketing Campaign Setup & Implementation
    Business Transformation
    HubSpot
    Marketing Operations & Workflow
    Conversion Rate Optimization
    Lead Nurturing
    Marketing Automation
  • $126 hourly

    • 4.4/5
    • (95 jobs)
    👑 100% Job Success & ⭐ Top Rated Plus badge as Business Processes and Workflows Expert. I am the Asana Expert you need in your team that will help you optimize your workflows for improved team visibility, goal alignment, and process efficiency with training, implementation and consulting. 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 ⚡️ Notion ⚡️ ClickUp ⚡️ Dubsado ⚡️ Google Workspace ⚡️ Slack ⚡️ Trainual ...just to name a few! 🌱 I am the Integrator to Visionaries, let's connect.
    vsuc_fltilesrefresh_TrophyIcon Process Optimization
    Marketing Strategy
    Business Process Automation
    Virtual Assistance
    Social Media Strategy
    Project Management
    Communications
    Business Consulting
    Business with 1-9 Employees
    Automated Workflow
    Process Improvement
    Time Management
    Project Workflows
    Asana
    Marketing Automation
  • $200 hourly

    • 5.0/5
    • (46 jobs)
    ✅Supporting Fortune 500 and Enterprise clients worldwide with the capability to work on any timezone needed ✅Over 7 years of experience as a developer which helped me to become one of the expert freelancers in my field ✅+500 projects completed with a 100% Job Success Score I'm a certified Solution Architect, Developer and Infrastructure Engineer specialized in UiPath RPA and other automation tools. Do you want to get rid of boring tasks in your business and need someone that can be technical and also understand business needs? I'm your guy. Both my clients and I consider myself not only a problem solver but also a ‘guru’ in the tech space. For the past 7+ years I've been working in automating processes for clients ranging from startups to Fortune Global 500 companies and I help them save over 500k USD per year. Industries that I have worked in include but are not limited to finance, insurance, healthcare, retail, banking, media and many more. I have also had the opportunity to work on multiple occasions with the UiPath team on amazing projects, presenting at university lectures, creating custom components and organizing events. My services include: - Automation of Processes - Adopting and Integrating Tools in your Processes - Website and Mobile App development - Business Consulting What you should know about me is that I aspire to build the most reliable and optimized solutions based on the needs of my clients and I am able to adapt to other technologies if required. Sound like a fit? I think you might find it very interesting to have a chat.
    vsuc_fltilesrefresh_TrophyIcon Process Optimization
    Business Consulting
    Microsoft Azure
    .NET Framework
    Business Operations
    IT Consultation
    Machine Learning
    Software Architecture & Design
    ASP.NET Core
    Robotic Process Automation
    Automation
    .NET Core
    UiPath
    React
    Microsoft SQL Server
  • $75 hourly

    • 5.0/5
    • (23 jobs)
    👉🏾 Running and growing your business is about to get easier! Are you struggling with your systems? Do you want smoother workflows and processes to run and grow your business easily? If so, you're in the right place! 👩🏾‍💻 Hey there, I'm Muriel. I help service providers and agency owners reclaim their time and peace of mind with automated systems that effortlessly scale their businesses. Are you tired of: ⓧ Trying to set up your systems on your own? ⓧ Running your business with systems that are keeping you from scaling? ⓧ Wasting precious time on manual tasks that need to be automated? ⓧ Hitting a capacity ceiling because you don't have the bandwidth to expand? ⓧ Questioning if your systems might be holding your business back from its true potential? Here's how we turn this around when we work together: ✓ Automation & Workflows - Get rid of manual tasks so you can focus only on money-making tasks ✓ Templates - Save time by never reinventing the wheel, always start from pre-designed templates ✓ Dashboards - Get accurate and timely analytics that give you insights into your business ✓ Integrations - Have your tools work together so you barely have to lift a finger ✓ Increased revenue - Let those systems optimize your business so you can grow with the least stress possible Some business systems I work with (not limited to): ➤ CRMS: Honeybook, Dubsado ➤ Database Management & Project Management Tool: Airtable ➤ Project Management Tools: ClickUp, Asana ➤ Integration Tools: Zapier Here are the ways you can work with me ⬇️ ✅ Strategy sessions: Get clarity and strategy for your systems. In just a couple of hours, I will help you get clarity on which tools to use for your business, how to strategically maximize your systems, and have it work for your business. Head to my consultations on my profile to book for those. ✅ VIP Day: Need any of your systems up and running ASAP? Get them completely done in just 1 day so you can focus on growing your business instead of managing it. This is the perfect option if you value speed but at the highest quality. ✅ CRM Build: Have all your client interactions organized and automated, freeing you to deliver an unforgettable client experience every time. ✅ Project Management Build: Stay on top of every project with a custom system that keeps your tasks, deadlines, and team collaboration running like clockwork so you can serve your clients at the highest level. 👉🏾 Online entrepreneurs I've worked with include: coaches, consultants, agency owners, business strategists, social media marketers, wedding professionals, photographers, videographers, sound and music venues, midwives, art gallery owners, authors, lawyers, etc... ⭐️⭐️⭐️⭐️⭐️ Don't just take my word for it, hear what some have to say ( the reasons why I'm top-rated ) "Muriel was such a joy to work with. Not only is she very personable, but she also is very knowledgeable, efficient and organized. She made what seemed to be a big task , into a breeze" - CEO of Birth By Grace Midwifery " Muriel is exactly what I was hoping to find! She knocked the job out of the park and she was so great to work with!" - CEO of True Story PR ⭐️⭐️⭐️⭐️⭐️ If you are serious about running and growing your business smoothly, send me a message here on Upwork, and let's discuss how we can make sure your systems are set up for it! Muriel P.
    vsuc_fltilesrefresh_TrophyIcon Process Optimization
    Zapier
    Make.com
    CRM Automation
    Business Operations
    Communications
    Administrative Support
    Automated Workflow
    Automation
    Project Workflows
    Project Management
    Digital Project Management
    Customer Relationship Management
    Kartra
    ClickUp
  • $40 hourly

    • 5.0/5
    • (24 jobs)
    🏆Top-Rated badge🎖️, positioning me among the elite top 10% of freelancers on Upwork! 🌟 Boost Your Efficiency & Streamline Your Workflow and Save More Time ⏳ 🚀 Unlock Your Business Potential through Automated Workflows 🚀 Discover the magic of automation using top tools like ClickUp. I create custom solutions that match your needs perfectly. 🔗 Improve Teamwork and Get More Done 📈 Make sharing info, tracking progress, and talking easy for your team. They'll work together better and get lots done. 🔮 Get Big Results with Automation 🔮 This means more work done, spending less money, and being ahead of your competitors. ✨ Change Your Business for the Better ✨ Let's work together to improve how your business runs. I'll help you keep growing and succeeding. 📢 Start Your Project Today! 📢 I'm skilled in lots of areas, like ClickUp and Google Workspace, and I can help your business in many ways. Let's chat and make your business even better. My Expertise Includes: ✅ Customizing and setting up ClickUp workspaces ✅ CRM configuration on ClickUp ✅ Training teams to master ClickUp ✅ Project management and process improvement ✅ Zapier automation and integration ✅ Google Workspace & Suite expertise ✅ Workflow design and optimization ✅ Certified Project Manager by Google ✅ I'm familiar with communication tools (Slack, Discord) I’ve worked with businesses across various industries, tailoring solutions that align with their unique needs and goals. Whether you’re looking to set up your ClickUp workspace, optimize workflows, or enhance team productivity, I’m here to help. Let’s collaborate to take your business to the next level. Contact me today to get started!
    vsuc_fltilesrefresh_TrophyIcon Process Optimization
    Event Planning
    Event Management
    Project Management
    Project Workflows
    ClickUp
    Business Operations
    Google Sites
    Social Media Management
    Google Sheets
    Virtual Assistance
    Administrative Support
    Data Entry
    Google Docs
    Microsoft Excel
  • $80 hourly

    • 5.0/5
    • (13 jobs)
    Are you looking for an industrial project manager that can bring you real results ? My name's Amine, an expert engineer in problem solving, implementation of Lean manufacturing & management principles and process development. I'll hold my hands in the air ... I'm not the cheapest out there, but that's because I deliver. Not only do I produce great results for companies all over the globe, I also create my own management and manufacturing techniques and methodologies to further help my clients create a continuous improvement culture within their company. Details about some of the projects I have carried out can be found in 'portfolio' section of my profile. Here are the main services I can offer your business, although they're certainly not limited to the below: - Optimizing production cost and non-value-added time in a manufacturing process. - Optimizing the space usage in a warehouse and/or workshop - Implementing the principles of Lean management & manufacturing (or a more advanced Lean) - Generate KPIs to help you be more efficient - Create a personalized problem solving system How do we proceed from here? I offer free consultations for all potentiels clients. It's vital to establish that we're an excellent fit to work together. Speak soon, Amine PS - I'm new to upwork, so I'll be adding more examples of projects in 'portfolio' section of my profile.
    vsuc_fltilesrefresh_TrophyIcon Process Optimization
    Failure Mode & Effects Analysis
    Mechanical Engineering
    Process Engineering
    Industrial Engineering
    Industrial Design
    Lean Development
    Industrial & Product Design Consultation
    Six Sigma
    KPI Metric Development
    Project Management
    Cost Management
    Lean Manufacturing
    Industry 4.0
    Data Sheet Writing
  • $150 hourly

    • 5.0/5
    • (37 jobs)
    Do you need a certified monday.com partner to design an excellent workflow for your team? As a business consultant, I have worked with many different software for analytics, big data, digitalization of documents and processes. However, meeting monday.com was special. I instantly knew monday.com was not just another platform but also a fantastic tool that belongs in every successful company's arsenal! I fell in love with it immediately as I felt completely aligned with the monday.com goal and motto to help your business grow so we can: 'Grow together'. In the past five years, I have set up monday.com on various verticals ranging from Marketing to Manufacturing and Telecommunications to Retail getting the best out of platform for their unique respective requirements. As a preferred monday.com partner, I like to keep up to date with all the latest apps and feature releases. I will always find the best way to leverage them to your company's advantage. By walking through your day-to-day tasks and processes and by asking the right questions together, we will discover all your pains and needs; addressing how monday.com can offer you and your company value. Let's achieve your dream workflow together! Let's run through your current process so that we can find ways to optimize them, improving your everyday work! Let's find ways to improve how you: communicate with your team handoff projects and tasks transfer responsibilities track available resources Visualize your work pleasantly and intuitively! I can also help by training and onboarding you and your coworkers to the monday.com platform or the specific processes we have implemented. I can advise you on finding the best plan and features to address your needs and achieve your goals. I can analyze your business processes and implement monday.com to have: the most suitable boards for you and your team. views that help you get the point visually and intuitively dashboards to create a clear overview of your processes and dynamically report on them automations to take care of the grunt work. integrations so that all your systems work together for you existing applications developed in the App store Use the API to address your specific needs I can't wait to help you get the best out of Monday.com! Let's set up a call right away, Kind Regards, Thanos Spelas
    vsuc_fltilesrefresh_TrophyIcon Process Optimization
    Requirement Analysis
    Business Consulting
    Management Skills
    Project Plans
    Project Workflows
    Project Scheduling
    Project Objectives
    Customer Relationship Management
    SaaS
    Business Analysis
    Agile Project Management
  • $125 hourly

    • 4.9/5
    • (20 jobs)
    Biola is an expert- vetted (top 1% freelancer on Upwork) Management Consultant specialising in digital transformation projects with over 7 years of experience. She has deep expertise in business analysis, strategy, business process optimisation, data analysis and visualization. She has worked with top global organisations across several industries including; financial services, healthcare, pharmaceutical, and FMCG. Biola prioritises her customer's satisfaction and ensures all work is done to the highest quality and standards. She has worked with several Fortune 500 companies and SMES and has undertaken several business analysis and process optimisation roles. Biola has excellent excel and data analytics skills and strong attention to detail. Biola has a Masters Degree in Supply Chain and Logistics Management from the University of Warwick achieved with distinction. Services offered include: ✳Business Analysis and Strategy✳ - Organisational design - Business process mining, modelling & engineering - Requirement gathering & analysis - Research ✳Management Consulting ✳ - Specialising in business operations, procurement, and IT consultation - Business change, project management, strategy - Deliverables such as reports, policies ✳Project Management ✳ - Agile & Waterfall Project Management - Risk and Issue Management - Reporting and Escalation ✳Data Science and Analytics ✳ - Data analysis and testing - Data design and visualisation - Data extraction / ETL - Data mining and Management Biola has worked across industries, sectors and client types from fortune 500 companies to SMEs and starts- ups and public sector. She is able to leverage the skills across industries and tailor and transfer the learnings to other industries and sectors. ⚜ Testimonials from clients ⚜ Jo Mcdowall at ISS - "Biola joined ISS to work on an exciting procurement transformation project and quickly proved herself invaluable to the team. Never afraid to share constructive thoughts and opinions, Biola’s independent yet collaborative approach is much valued in this role. Her continuous improvement philosophy means she is always curious and determined to improve process, which makes her a great asset when a team is moving quick - she adapts well, is very autonomous and highly trustworthy. Biola has delivered in the area of supplier engagement, supplier training, platform problem solving and internal stakeholder management and I cannot recommend her highly enough. She’s really been thrown in at the deep end in this transformation project, and has continued to impress"
    vsuc_fltilesrefresh_TrophyIcon Process Optimization
    Process Improvement
    Business Process Management
    Digital Transformation
    Requirement Analysis
    Quantitative Analysis
    Strategy
    Management Consulting
    Process Documentation
    Business Analysis
    Report Writing
    Data Analysis
    Microsoft Excel
    Data Visualization
  • $23 hourly

    • 4.8/5
    • (17 jobs)
    Hi, I'm Kristel. I am a UiPath Certified Advanced RPA Developer with more than 5years of experience in RPA Industry. I am a highly dedicated, Experienced RPA developer, who is enthusiastic about my work. I've worked with clients from a variety of businesses. I am dedicated, hard-working, a fast learner, loyal, and a team player individual. I strive in a positive workplace but I can also work under pressure. As an RPA Developer, here are my tasks and responsibilities: • Designs and tests RPA solutions to streamline repetitive business processes • Prioritization of the processes as per ROI as well as complexity • Building a PoC as per the requirement to showcase the RPA capabilities. • Analyzes business processes to identify opportunities for greater operational efficiency. • Designs and tests RPA solutions to streamline repetitive business processes. • Identifies process optimizations consistent with the RPA solution for greater resultant process efficiency. • Prepares the business process and its stakeholders to collaborate with the RPA solution. • Aids in the redesign of process stakeholder roles to reflect the RPA-enabled process. • Solution and Design RPA Processes and POCs • Designs, develops, and implements an RPA system. • Creates process documentation • Performs test execution and troubleshooting • Monitors test executions. • Performs UAT. • Set up and configure the UIPath Tool. • Set up the environment for PROD. • Creates technical and handover documents to Client. • Optimizes code and maintenance. • Performs code reviews (Experienced RPA Developer) RPA Solutions with standard & best practices to the following tasks: ✓ Automate Web or Desktop applications (eg: CRM) ✓ Web services ✓ Data scraping ✓ Data entry ✓ Send/Receive Emails ✓ Excel, Word, PDF ✓ Encoding ✓ Database ✓ API Please See portfolio for a complete description on the projects * Reimbursement Claims Processing * Document to Order Invoice Processing * Exemption Return Management Authorization Creation * BPO Background Checking * Payroll Distribution * Quotation of goods and Services * Affiliate Marketing Robot Let's start your RPA Journey and leave your manual repetitive tasks to me, and I will take care of it.
    vsuc_fltilesrefresh_TrophyIcon Process Optimization
    Database
    Data Extraction
    Data Scraping
    C#
    Python
    Microsoft Outlook
    UiPath
    API
    Automation Anywhere
    Test Automation Framework
    Software Testing
    Robotic Process Automation
    POS Terminal Development
  • $95 hourly

    • 4.8/5
    • (181 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
    vsuc_fltilesrefresh_TrophyIcon Process Optimization
    System Administration
    SaaS
    Project Management
    Automation
    Implementation
    Software Integration
    Business Process Automation
    CRM Software
    Automated Workflow
    Process Development
    Project Workflows
    Project Scheduling
    Trello
    Asana
  • $150 hourly

    • 5.0/5
    • (18 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 🙌 PLEASE NOTE: I NO LONGER TAKE HOURLY WORK AND MY FIXED-RATE PROJECTS ARE MORE COST-EFFECTIVE FOR CLIENTS.
    vsuc_fltilesrefresh_TrophyIcon Process Optimization
    Systems Development
    Business Coaching
    Documentation
    Automation
    Process Improvement
    Startup Consulting
    Process Design
  • $125 hourly

    • 5.0/5
    • (13 jobs)
    Top 10% of freelancers | Monday.com Certified Partner | ClickUp Expert | Project Management Professional Passionate, professional, efficient software solutions expert. If you need a thoughtful, innovative CRM | Project Management | Work Management software solution To help you: Streamline your business increase efficiency Manage Projects Deliverables Customers Business Operations And you want it done efficiently, knowing that it will serve your needs for years to come… That’s my specialty. With 20+ years of experience in project management and business analysis, I have the foundations to build the tools that work for you. And with 10+ years of experience designing, implementing, & building project management and CRM systems, I have the technical expertise to build it efficiently. Relevant Software Experience: Monday.com ClickUp Asana Trello Jira Zapier Slack HubSpot Slab Methodologies & Certifications: Monday.com Certified Partner Agile, Scrum, Kanban Project Management Professional (PMP) Certified Business Analysis Professional (CBAP) Certified ScrumMaster (CSM) SAFe Program Consultant (SPC) Recent Industry Experience: Functional CRM, Project, & Work Management systems including: Monday.com Clickup Asana For clients in these industries: Design & Web Development Agencies Recruiting & IT Consulting Agencies Digital Marketing Agencies Functional Medicine Office Lighting & Window Covering Product & Service Company Past Experience: Enterprise-level project planning and management for large-scale software development projects
    vsuc_fltilesrefresh_TrophyIcon Process Optimization
    Business Process Management Software
    Business Process Automation
    Process Improvement
    Agile Project Management
    Asana
    Task Automation
    Automated Workflow
    Twilio
    Project Management Support
    Agile CRM
    CRM Automation
    CRM Software
    Project Management Software
    ClickUp
  • $145 hourly

    • 5.0/5
    • (58 jobs)
    Hey, I'm Tara and I want to help your team organize their projects and tasks to work more efficiently by implementing better workflows within monday.com. I have been working with monday.com since 2015 and love creating new workflows and dashboards that are simple yet powerful to streamline operations and improve productivity. I take the time to get to know my client and understand their business, specific needs and current processes so we can build a workflow that will save you time and let you focus on growing your business. In addition, I have built a custom solution that guides and organizes companies who are looking to receive ISO 9001 certification. Get in touch today so you can learn more about this solution.
    vsuc_fltilesrefresh_TrophyIcon Process Optimization
    Process Improvement
    Automated Workflow
    Organizer
    Organizational Design & Effectiveness
    Project Management
    Organizational Plan
    Project Workflows
    Project Scheduling
    Marketing Management
    Project Timelines
    Project Plans
  • $35 hourly

    • 5.0/5
    • (47 jobs)
    🚀Are you looking for someone to help you manage multiple projects and get things done? Well, you’ve found the right person! With over 40 projects closed and 4000+ management hours spent, I am the go-to expert project manager. My promise - your PM headache is GONE! Here is what working with me looks like: ✅I will be your key person to get the latest project updates ✅I get things done so you do not have to ask twice ✅If you do not know something, I will figure it out ✅I do not point fingers, I own the project ⛏️Tools I use: Monday.com, ClickUp, SmartSuite, Airtable, Zapier, Make.com, Jira, Confluence, Slack, GSuite, Miro, Whimsical, LucidCharts, Tableau, Power BI, Outlook, and others. ➕Extra skills that I bring to the table: development experience (WordPress, Shopify, Drupal, Bubble), Six Sigma Black Belt Certification, business ownership experience, marketing and design experience, and systems implementation experience. TLTR, whether you are looking for an experienced technical project manager to help you oversee and coordinate the software development team or just trying to make sure that your project will be delivered on time and within budget or need somebody who can communicate effectively with key stakeholders and collaborate with cross-functional teams, I’ve got you covered! Excited to chat about your project!!!
    vsuc_fltilesrefresh_TrophyIcon Process Optimization
    Project Planning
    Project Scheduling
    Project Schedule & Milestones
    Project Timelines
    Team Management
    Digital Project Management
    Project Management
    Time Management
    Business Operations
    Organizational Development
    Business Process Automation
    Business Process Reengineering
    Business Process Management
    Process Development
    Management Skills
  • $50 hourly

    • 4.7/5
    • (165 jobs)
    Process mapping expert (Visio, Lucidchart, Google Draw, draw.io and yEd Graph Editor) with over 20 years of business experience in a broad array of roles: process management, user requirements gathering, systems and database design, and insurance claims analysis, among others. Technical writer and editor with an M.S. in Technical Communication and advanced Word, Excel, and HTML skills. Specializes in policies & procedures and user manuals.
    vsuc_fltilesrefresh_TrophyIcon Process Optimization
    Process Flow Diagram
    Process Design
    Process Modeling
    Lucidchart
    Microsoft Word
    Microsoft Visio
    Fillable Form
    Flowchart
    Documentation
    Business Process Management
    Business Process Modeling
    Proofreading
    Technical Writing
    Technical Editing
  • $75 hourly

    • 4.4/5
    • (23 jobs)
    Unlock Efficiency, Streamline Operations, and Leverage AI for Smarter Business. As a Business Systems Architect and Fractional CTO, I help businesses achieve operational excellence by transforming their processes into seamless, efficient, and scalable systems. From automating workflows to integrating AI-driven solutions, I enable teams to focus on innovation and growth rather than manual tasks. What I Do: - Automate Workflows: I specialize in platforms like Make.com, Zapier, and N8N to eliminate bottlenecks and automate repetitive tasks. - AI-Powered Solutions: I incorporate cutting-edge AI tools and frameworks to optimize processes, such as predictive analytics, chatbots for customer engagement, and AI-assisted decision-making systems. - Build Scalable Systems: Using tools like Airtable, Notion, and custom full-stack development with Vue, Nuxt, Supabase, and WeWeb, I create tailored solutions that grow with your business. - Rapid MVP Development: Need a product fast? I build no-code/low-code MVPs to validate ideas, secure funding, or launch quickly. - Fractional CTO Services: I provide strategic tech leadership, helping you align technology (including AI) with your business goals. Industries I Serve: With a proven track record in real estate, venture capital, digital marketing, tech, home services, manufacturing, legal services, financial services, and more, I understand the unique challenges faced by different industries. I also have expertise in using AI to address industry-specific pain points, whether it's automating lead scoring in real estate, optimizing workflows in tech startups, or leveraging AI insights for financial decision-making. What Sets Me Apart: - Strategic Audits: I deep-dive into your operations to identify friction points, uncover untapped potential, and suggest AI opportunities for greater impact. - Custom Integration: Whether it's CRM, ERP, project management, financial systems, HR processes, or documentation workflows, I unify tools and processes—enhanced with AI capabilities—to create a cohesive, streamlined system. - AI Innovation: From embedding AI-powered APIs (e.g., GPT, computer vision, or predictive analytics) to designing custom machine learning solutions, I deliver practical, transformative systems that solve real-world problems and empower smarter decision-making. - Scalable Solutions: I specialize in helping businesses grow their tech stack, scaling products from MVPs to production-grade applications that can handle increasing demand, complexity, and user expectations. Whether through no-code/low-code platforms or full-stack development, I ensure your systems evolve with your needs. By combining automation, integration, and AI, I deliver solutions that meet your needs today and position your business for success tomorrow. Let’s build smarter, more efficient systems that work for you.
    vsuc_fltilesrefresh_TrophyIcon Process Optimization
    SaaS Development
    Web Development
    Business Process Automation
    AI Implementation
    n8n
    Nuxt.js
    Vue.js
    Supabase
    WeWeb
    Airtable
    Notion
    Zapier
    Automation
    Make.com
  • $55 hourly

    • 5.0/5
    • (23 jobs)
    100% Job Success Score: For better or worse, I’m a bit of a perfectionist. But hey, it works! Hi, I’m Brittany Hurst 🙋‍♀️ As an Entrepreneur Coach and Business Systems Strategist, I pride myself on delivering high-quality, impactful results for each client. My goal is to make every project a seamless experience, from clear communication to consistent follow-through, ensuring you receive the value and support you need to achieve your goals With a decade of experience in Operations and Project Management, I’ve transitioned into Entrepreneur Coaching to help business owners like you move from feeling overwhelmed to empowered. My passion lies in equipping entrepreneurs with the tools, systems, and strategies that not only streamline your business but also free up your time to focus on what truly matters—whether that’s growth, creativity, or simply enjoying life. But here’s the truth—optimization and systems are only part of the solution. Often, procrastination, overwhelm, or unresolved emotional blocks are what keep entrepreneurs stuck. That’s why my approach goes beyond just building efficient processes. I help you work through the mental and emotional barriers that prevent you from fully utilizing those tools, so you can step into a space of clarity, control, and balance. WHAT I BRING TO THE TABLE: Problem-Solving Expertise: Years of tackling complex operational challenges have honed my ability to identify and resolve issues quickly and effectively. System-Building Mastery: From creating custom workflows to implementing project management systems like Notion and Monday.com, I specialize in building structures that work for you. Emotional Awareness: Understanding that systems alone can’t fix everything, I help you navigate the emotional and mindset challenges that might be holding you back, ensuring that the systems we build actually serve you. People-Learning Skills: Understanding the dynamics of your team and your personal work style is key to creating systems that truly fit your business. HOW I CAN HELP YOU: My goal is to provide you with actionable insights and tailored processes that lead to genuine freedom. Depending on your unique needs, this could mean: 🕑 More Time Freedom: Optimize your schedule and reclaim your time by creating workflows that align with your goals and capacity. 💻 Streamlined Project Management: Build a system that keeps your projects on track with minimal effort and integrates seamlessly with your team. 👯 Independent Teams: Develop a team that operates smoothly without your constant oversight, enabling you to step back and focus on higher-level goals. ⚖️ Work-Life Balance: Achieve a healthier balance between your professional and personal life by addressing both your operational and emotional needs. 📄 Efficient Processes: Create and optimize systems that work seamlessly, while also providing space for creativity and growth.
    vsuc_fltilesrefresh_TrophyIcon Process Optimization
    Virtual Assistance
    Scheduling
    Project Management Software
    Life Coaching
    Business Coaching
    Critical Thinking Skills
    Leadership Skills
    Team Alignment
    Project Scheduling
    Project Workflows
    Coaching
    Strategy
    Problem Solving
    Organizational Development
    Task Coordination
    Project Plans
  • $50 hourly

    • 5.0/5
    • (19 jobs)
    As a Digital Operations Manager with over three years of experience, I’ve helped more than 30 businesses streamline their processes, adopt the right technologies, and free up valuable time to focus on growth. Whether you're a startup needing to set up efficient systems from scratch or an established company looking to optimize your current processes, I bring the expertise and tools to make your operations run seamlessly. Operations Strategy & Digital Transformation: working closely with you to identify your business goals and set up scalable, sustainable operations that minimize inefficiencies and improve team performance. Tech Implementation: Specializing in project management tools (ClickUp, Asana, Notion, Wrike, Trello) and CRM systems (HubSpot, Dubsado, Zoho, Pipedrive), I ensure the right systems are integrated and tailored to your unique needs. System Optimization: For established businesses, I audit and enhance existing workflows, helping teams save time and automate repetitive tasks. Key Projects: One of my key projects was transitioning a 70-person department from a legacy system to a new platform, reducing overall working hours by 5% through customized templates and automations. I have helped many businesses like yours eliminate bottlenecks and improve productivity—check out my client testimonials for more. Certifications & Recognition: ClickUp Certified Ambassador Business Consultancy UK - Regional Startup of the Year 2024 Who I Work With: Startups: I help establish workflows and systems for growth, allowing founders to focus on their vision. Established Businesses: I optimize operations and technology to reduce inefficiencies and enhance team performance. I primarily serve clients in the UK and America, offering flexible and professional support that meets your specific needs.
    vsuc_fltilesrefresh_TrophyIcon Process Optimization
    Dubsado
    Marketing Automation
    ActiveCampaign
    Business Operations
    System Automation
    Lead Generation
    Project Management
    Business Management
  • $160 hourly

    • 5.0/5
    • (26 jobs)
    ✅✅Specializing in helping business leaders and entrepreneurs identify and fix their most critical business problems (the weakest link) 🔗. I am a: 1.) Six Sigma Black Belt (8 years) = you get great data analysis for problem resolution. 2.) Project Management Professional (10 years) = on-time, on budget delivery every time with clear, frequent communication about progress, issues and risks. 3.) Experienced management consultant = systematic approach to eradicate your business frustrations. 4.) ClickFunnels strategist and builder
    vsuc_fltilesrefresh_TrophyIcon Process Optimization
    Process Improvement
    ClickFunnels
    Healthcare Management
    Project Management Professional
    Business Presentation
    Management Consulting
    Customer Experience
    Project Management Office
    Leadership Development
    Business Consulting
  • $100 hourly

    • 5.0/5
    • (23 jobs)
    Hey there! My name is Shaffaq Noor and I am a PMP and SAFe certified senior project manager and implementation specialist. I specialize in PM & CRM buildouts and comprehensive project and product management support. I excel in leveraging tools like ClickUp, Asana, Jira, and Monday to optimize business workflows. With a strong background in automating and streamlining workflows using Make and Zapier, I am dedicated to transforming processes across various industries. From CRM customization to project and product management, I streamline operations and maximize productivity. Tool Kit: ✓ ClickUp Verified Consultant ✓ Asana Ambassador ✓ Salesforce Certified Admin ✓ SmartSuite Certified Consultant ✓ Monday Certified Partner Skills: ✓ Project and Product Management ✓ ClickUp Implementation ✓ CRM Buildouts: Zoho, Hubspot ✓ Automation using Make and Zapier ✓ Business Workflow Optimization Services: ✓ Project and Product Management Support: Providing comprehensive support in managing projects and product lifecycles, from planning to delivery. ✓ Management Tool Implementation: Integrating ClickUp, Asana, Monday, etc. with other tools in your tech stack for smooth data flow and enhanced collaboration. ✓ CRM Buildouts: Tailoring CRM solutions such as Zoho and Hubspot to your specific business requirements, ensuring a seamless fit with your existing processes. ✓ Automation Expertise: Leveraging Make and Zapier to automate repetitive tasks and optimize business workflows. Experience: ✓ Extensive experience in CRM buildouts, workflow automation, and project/product management. ✓ Expertise in ClickUp and seamless integration with other tools for enhanced collaboration. ✓ Customized solutions aligned with your unique business requirements. ✓ Comprehensive training and ongoing support to ensure successful adoption and utilization. ✓ Results-driven approach focused on maximizing productivity and efficiency. Let's discuss your CRM buildout and project/product management needs. Reach out to streamline your workflows and achieve your business goals!
    vsuc_fltilesrefresh_TrophyIcon Process Optimization
    HubSpot
    Zoho CRM
    Salesforce
    CRM Software
    Make.com
    Zapier
    Technical Project Management
    Dev & IT Project Management
    Project Management Professional
    ClickUp
    Digital Project Management
    Jira
    Agile Project Management
    Microsoft Excel
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