Hire the best Process Optimization Consultants in Canada

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$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 Optimization
Process Flow Diagram
Process Improvement
JSON
API Integration
API
Business Process Automation
Automated Workflow
Google Sheets
Project Management
Zapier
Automation
Process Design
$114 hourly
Christian M.
- 5.0/5
- (12 jobs)
I've built custom automations that have made millions for businesses of all sizes—from growing startups to global enterprises with over 100,000 employees. Through my ongoing Master's in Artificial Intelligence, I stay on top of the latest innovations and am ready to deploy them to your business, just as I've done for several others: • Custom Automations: Worked with an eCommerce brand to automate various workflows enabling them to scale from $30K to over $100K per month without increasing headcount. • Sales & Onboarding Automation: Created sales & onboarding automations that drove 8-figures in annual revenue for a leading B2B business. • CRM Design & Optimization: Built a CRM with integrated automations, that boosted conversion rates by 23%. My journey with automation began almost 7 years ago when I was an entrepreneur converting nothing more than an idea into what became a 14-person purpose-driven company called Team Plover - an organization that saved the lives of hundreds of dogs through our unique impact model. During that time I saw firsthand how impactful automation was. See at Team Plover, every single one of our customers got a video showing them the exact dog they helped rescue through their purchase. It was one of the most crucial drivers of our success but we were only able to deliver that degree of personalization at scale because of automation. I’ve seen how automation transformed my business and countless other businesses. I can’t wait for the opportunity to help transform yours too. Whether you’re looking to streamline processes, enhance productivity, or scale your revenue, my expertise in automation can help you achieve your goals. Reach out now, and let’s discuss how we can optimize your workflows and unlock new growth opportunities.

Process Optimization
n8n
Social Media Marketing
Business Process Automation
API
Zapier
Make.com
Task Automation
Growth Hacking
Sales & Marketing
CRM Development
CRM Automation
Lead Generation
AI Consulting
Automation
$60 hourly
Annestacia O.
- 5.0/5
- (56 jobs)
As a seasoned Project Management Officer with a proven track record in overseeing projects from initiation to completion, I specialize in comprehensive project documentation and excel in implementing and automating Standard Operating Procedures (SOPs) within various CRM platforms. My proficiency extends to platforms such as Monday, ClickUp, Asana, Trello, TaxDome, Dubsado, and others, ensuring enhanced efficiency and streamlined business processes. Areas of Expertise: Business Process Optimization Documentation and Project Management Workflow Automation and Integration Client Relationship Management Task Monitoring and Reporting Process Improvement Strategies Team Training on CRM Platforms CRM Migration Expertise: With over 5 years of experience as a C-level Executive Assistant and Project Manager, I bring a dynamic approach to daily business project management. Adept at communication, operations management, and workflow building, I excel in implementing and monitoring Key Performance Indicators (KPIs) and driving continuous improvements. My strengths lie in SOP creation, client account management, and the seamless integration of various software solutions. Skills: Communication Project Management Data Collection/Entry Workflow Planning Time Management KPI Management Project Analysis Teamwork Process Improvement Email Management Customer Service IT Support Software Proficiency: MS Office Google Suite Zoom/Teams Slack Zapier LastPass Chatgpt Trello Dubsado Asana ZohoOne Calendly Monday.com ClickUp If you're seeking an expert to help you achieve your organizational goals, please send me a message. Let's embark on a journey to enhance your business processes and drive success together!

Process Optimization
Basecamp
SQL
Atlassian Confluence
Jira
Asana
CRM Software
Technical Project Management
Dev & IT Project Management
ClickUp
Digital Project Management
Microsoft Excel
Agile Project Management
Project Management Professional
Zoho CRM
$20 hourly
Christell S.
- 4.9/5
- (13 jobs)
★ Hi, I am Christell ★ I help you to deliver results by designing learning content or helping you manage your tasks your project tasks. I am an instructional designer and e-Learning developer who is passionate about making learning meaningful and engaging. For the past 5 years, I have been designing instructional opportunities for diverse learners. I have over 10 years experience as a classroom teacher and bring a wealth of practical knowledge and experience in designing learning content that would be most suitable, and engaging for learners (5 to 17 years). I am also a facilitator of adult learning, both in-person and virtua facilitation. I can design learning content including templates, worksheets, quizzes, assessments, learning videos, animated content, audio recordings and graphics. I can convert your content into e-books, animated videos, PowerPoint presentations, case studies, digital games or online courses. I am a highly-organized and quick-learning individual able to work independently, communicate clearly, and manage multiple projects while meeting deadlines in a fast-paced environment. I have experience managing high stake projects and collaborating with stakeholders and subject matter experts (SMEs). In terms of project support, I can help you manage project tasks through products such as Trello, Asana, Click up or Notion. I can map detailed processes using Microsoft Visio or Lucid chart. Skills: Instructional Design | e-Learning Development | Training | Coaching | Implementation | Adult Education | Project Management | Distance Learning | Leadership | Instruction | Curriculum Design | Technical Writing | Mentoring | Presenting | Onboarding | Collaboration | Agile | Scenario Based Learning | Content Development | Video Editing | Audio Editing | Quality Assurance (QA) Technology: Articulate Rise 360 | Vyond | Camtasia | Google Suite | Microsoft PowerPoint | Zoom | Asana | Trello | Slack | Canva | Kahoot | Mentimeter | Slido | Miro I Notion I Visio I Microsoft Planner I Lucid chart I Moodle LMS I Clickup Other tools that I have advanced proficiency in: Accounting - QuickBooks, Video editing - Capcut, Email marketing - Mailchimp, Search Engine Optimization - Google Key word search and Google Analytics, Social Media Marketing - Facebook, Instagram and LinkedIn. Please reach out to me so that I cam get started on your project ASAP. Looking forward to helping you to achieve your goals.

Process Optimization
Editing & Proofreading
Template Design
Research Papers
Proofreading
Research Documentation
Process Documentation
Writing
Project Management
Microsoft SharePoint
Social Media Management
Communications
Microsoft Office
Wix
$80 hourly
John R.
- 4.9/5
- (18 jobs)
🚀 I turn strategy into systems and chaos into clarity — fast. From solopreneurs, startups to complex service ops, I focus on process first, then layer in tools for a unique business operating system. ✅ What I Build • Modular Architectures — Decompose monoliths into clean, scalable SaaS components • Workflow Automation — ClickUp, Zapier, Notion, Supabase, Stripe • AI-Augmented Ops — Prompt design, smart task parsing, embedded decision support • Secure & Compliant Systems — HIPAA, SOC2, RLS, access control, policy docs • Data Infrastructure — FHIR, APIs, referral pipelines, reporting engines • Fast MVPs — Build-test cycles with feedback loops baked in 🧠 How I Work • Fractional COO / EOS Ops — V/TOs, L10s, Scorecards, Agile delivery • System Architect — Designs lean systems that actually scale • Builder’s Mindset — Translates messy ambiguity into structured execution • Clarity-Driven — Prioritizes async workflows, documentation, and visibility • Collaborative by Default — Keeps stakeholders aligned with context-rich updates 🛠️ Some Tools I Use ClickUp • Notion • Zapier • Supabase • Stripe • Prisma • Postgres • AirTable • Asana • Trello • Linear • GPT-4 • React • Figma 📩 Let’s Connect If you’re scaling and need systems that work — I bring the trifecta of Strategic Thinking, System Design, and Execution Discipline to your team. Open to hourly or milestone-based engagements to ensure value and flexibility. I guarantee a 5-star experience.

Process Optimization
ClickUp
Notion
Lean Consulting
Lean Startup
Scaled Agile Framework
Leadership Development
Process Design
Automated Workflow
Business Operations
Operational Planning
EOS
Agile Project Management
Digital Transformation
$120 hourly
Vitaly K.
- 5.0/5
- (115 jobs)
⭐⭐⭐⭐⭐ HubSpot Platinum Partner · Perfect 5-star reviews · B2B SaaS expertise · Sales startup operator ⸻ 🚀 Who I Work With You’re scaling. You bought HubSpot. Now you need it to work for your team, not against them. I help B2B startups and growth-stage companies: • Build clean, scalable sales, marketing, and service processes • Automate follow-ups and handoffs • Get clear reporting across the funnel • Clean up cluttered HubSpot accounts • Build custom workflows and lead scoring systems ⸻ 💡 Why Me? I started in sales. Then ran RevOps. Now I run ProfitPad – a certified HubSpot consulting firm built specifically for fast-moving startups. • Startup-savvy (Seed to Series B) • Clear project plans. Weekly check-ins. • Fast implementation. No fluff. ⸻ 🧱 How I Work 1. Audit & Strategy – We align on lifecycle, handoffs, and process flow 2. Build & Automate – Clean config, workflows, forms, dashboards 3. Train & Support – Clear SOPs, Looms, and team onboarding ⸻ ⚙️ Tools & Integrations HubSpot · Salesforce · Slack · Zapier · Apollo · Stripe · Clay DocuSign · PandaDoc · Notion · Webflow · LinkedIn · Intercom ⸻ 🧠 Clients Include • SaaS startups scaling from spreadsheet to system • Sales teams switching from chaos to clarity • Ops leaders looking for one source of truth ⸻ 🛠 Services • CRM Setup & Optimization (Marketing, Sales, Service) • Lifecycle + Leads Design • Automation & Sequences • Reporting & Dashboards • Team Training & SOPs ⸻ 📩 Let’s Chat DM me with your use case, or book a consultation. If you’re serious about building a CRM that actually supports growth, I’m your guy.

Process Optimization
Business Development
Administrative Support
Lead Management
CRM Automation
Automation
Sales Operations
Sales Optimization
CRM Software
Email Marketing
Data Entry
Customer Relationship Management
Lead Generation
Marketing Automation
HubSpot
$50 hourly
Christophe L.
- 5.0/5
- (7 jobs)
Welcome to my profile! I'm Christophe, and I bring over a decade of invaluable experience in eCommerce management, strategic consultation, technical support, and customer success to the Upwork community. About Me With a diverse background encompassing roles in technical support, account management, customer success, and leadership, I possess a versatile skill set and a deep understanding of the customer journey. My journey in the software industry has equipped me with the expertise needed to navigate the complexities of eCommerce with finesse. What Sets Me Apart 🚀 Proven Track Record I've had the privilege of collaborating with a wide spectrum of eCommerce businesses, ranging from mom-and-pop shops to large enterprises. Serving as a strategic partner, my unwavering commitment is to not just meet but exceed your business goals. 🌐 Global Perspective Having led international teams, managed projects, and optimized processes, I bring a global perspective to every project. Prior to jumping into eCommerce, my experience extends to working with innovative SaaS software companies, contributing to the success of tens of thousands of businesses worldwide. My Offerings 💼 eCommerce Management and Strategic Consultation Navigate the dynamic eCommerce landscape with confidence. From strategic planning to execution, I'm here to guide you every step of the way. 🛠️ Development and Optimization Stay ahead of the curve with cutting-edge development solutions and process optimization. Let's elevate your online presence with a website that truly reflects your brand. 🌟 Customer Support and Success Consultation Build lasting relationships with your customers through effective support and success strategies. Every positive interaction contributes to your brand's success. Let's develop a world-class support function or optimize your existing one. Why Choose Me I am thrilled to bring my expertise to Upwork and assist eCommerce brands in enhancing their online presence. Whether you're seeking assistance with eCommerce management, strategic consultation, development, or developing customer support, I have the skills and experience necessary to help you exceed your goals.

Process Optimization
Customer Relationship Management
Customer Experience
Startup Consulting
Ecommerce
Project Management
BigCommerce
Google
Microsoft Office
Shopify
Jira
Zendesk
$35 hourly
Lian V.
- 5.0/5
- (1 job)
I specialize in streamlining workflows and operations for small to medium-sized businesses. Leveraging my expertise in Monday.com, Google sheets, ClickUp and Zapier, I create seamless project management systems and automations. As a certified Salesforce admin, I bring a deep understanding of CRM processes and workflows. • Implementing tailored project management solutions using ClickUp or Monday.com to optimize your business • Automating repetitive tasks through Zapier to free up your time for what matters most • Crafting efficient CRM strategies to improve customer relationships Let's connect to elevate your project to the next level.

Process Optimization
Google Sheets
Operations Management Software
Virtual Assistance
Google
CRM Automation
Project Workflows
Automation
Zapier
ClickUp
Digital Project Management
$90 hourly
Colin S.
- 5.0/5
- (5 jobs)
I Build, Test, and Manage High-Converting Landing Pages. Get more leads with conversion-designed Campaign Landing Pages, AI Optimization, and Post-Click Optimization that helps support busy marketing teams. 🥇Official Unbounce Agency Partner 💰Over $10M+ in Revenue Generated 💻800+ Pages Developed 🍁Designed with love in Canada ***WHAT YOU GET*** Choosing me means you get direct access to ⭐10+ Years Experience Creating Landing Pages 💸12+ Years in Growth Marketing & Demand Generation 🎨8+ years in Conversion Design and Copywriting ***SERVICES*** 1️⃣UNBOUNCE LANDING PAGES I offer conversion designed Unbounce Landing Pages, AI Optimization, and Unbounce Management that helps support busy marketing teams. 2️⃣CONVERSION OPTIMIZATION Convert more revenue from the traffic you’re already paying for. I work directly with your team to build key Campaign Architecture, scale Behavioral Automation, and Optimize your post-click funnel. 3️⃣MARKETING FOR STARTUPS Grow faster with marketing that scales with you. Confidently scale marketing that wins revenue early on. Collaborate on Growth Strategy, build Core Marketing Foundations, and implement Technology, Operations, and Analytics sooner. Successefully Launched over 7+ brands to Market and scaled companies from $0 to over $80M in ARR

Process Optimization
Marketing Automation
Campaign Optimization
Marketing Campaign Setup & Implementation
Marketing Consulting
Growth Hacking
Startup Consulting
Product Marketing
Unbounce
Landing Page
Landing Page Design
Landing Page Audit
Landing Page Optimization
Conversion Rate Optimization
Growth Strategy
$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 Optimization
Implementation
Sales Funnel Implementation
Excel Formula
Communication Skills
Project Management
CRM Automation
CRM Software
Google Sheets Automation
Industrial Engineering
Process Improvement
Process Design
$100 hourly
Joseph G.
- 5.0/5
- (2 jobs)
HIGHLIGHTS OF QUALIFICATION - Motivated leader, dedicated team player and self-starter with an ability to work well independently or as part of a team. - Resourceful problem solver capable of implementing innovative solutions to complex issues. - Keen ability to research, synthesize, critically analyze and deliver results under time constrains. - Experienced in complex project management, agile development and system engineering. - Knowledge and experience in space systems, geospatial intelligence, imagery & application management, personal finance, mortgages, economics & geopolitics. - Open minded, flexible and enthusiastic. - Fully bilingual (French & English).

Process Optimization
Systems Engineering
DevOps
Computer Engineering
Aerospace Engineering
Product Management
Problem Resolution
Business Coaching
Coaching
Financial Planning
Management Consulting
Analytical Presentation
$15 hourly
Anulika Paulette O.
- 4.6/5
- (4 jobs)
Thank you so much. You’re the first person who actually listened and helped me." That’s what a customer said after I solved a ticket that had been open for a week. Hi, I’m Anulika . I’ve been working in customer support for over 4 years, helping businesses respond faster, solve problems better, and keep their customers happy. I’ve handled live chat, email, phone, and ticket support for SaaS platforms, tech startups, and small business owners. I know how to stay calm when customers are upset, how to explain things clearly, and how to make people feel hear not just answered. Here’s what I can help you with: - Responding to customer emails, chats, and support tickets - Using tools like Zendesk, Intercom, Gorgias, or Freshdesk - Writing helpful replies that match your brand voice - Escalating issues to the right team and following up - Keeping track of common problems and updating help docs - Making sure customers walk away feeling supported, not ignored I’m not just here to “close tickets.” I’m here to make things easier for your customers and for you. If you're looking for someone reliable, kind, and ready to jump in, I’d love to support your team.

Process Optimization
Virtual Assistance
Phone Communication
Email Marketing
Lean Startup
Customer Support
Customer Service
Customer Care
Product Support
Phone Support
Email Support
Contract Drafting
Legal Assistance
Stakeholder Management
Strategic Planning
$55 hourly
Taina R.
- 0.0/5
- (1 job)
PMP-certified Project Manager with 10+ years of experience driving operational efficiency, ensuring regulatory compliance, and building well-documented, scalable systems. I specialize in three core areas: a) Project & Operations Management I lead cross-functional teams and manage projects from planning through execution—with a strong focus on coordination, resource optimization, and continuous improvement. Whether it’s launching a new process, managing field operations, or optimizing workflows, I deliver structure, clarity, and results. b) Regulatory Compliance & Environmental Systems As a certified ISO 14001 internal auditor with extensive experience in environmental management systems (EMS), I help organizations identify compliance gaps, implement corrective actions, and prepare for certification. My audits cover various business units, including Operations, Procurement, IT, and Finance. c) Business Process Optimization & Documentation I develop clear, user-friendly SOPs, process maps, and documentation frameworks to support organizational growth and operational excellence. I’m particularly skilled at translating complex workflows into actionable, standardized procedures that teams can easily adopt and sustain. Other skills: - Technical writing & reporting - Stakeholder interviews & coaching - Data analysis (Excel) - Workshop facilitation - Asynchronous, remote team collaboration I work independently, communicate proactively, and bring a holistic approach to every project I take on. I especially enjoy those with an environmental or sustainability component. Let’s connect if you're looking for someone who can bring order to complexity and move your ideas into action.

Process Optimization
Technical Writing
Project Management Professional
Project Management
Internal Auditing
Process Flow Diagram
Procedure Development
Continuous Improvement
Compliance
Customer Satisfaction
ISO 14001
Performance Management
$300 hourly
Vansha V.
- 0.0/5
- (0 jobs)
My greatest gifts come from my insights and guidance. I can recognize opportunities and potential challenges that others may overlook and provide sound advice to advance progress and purpose within any organization. I strive to bridge the gap between technology and people. While humans can be unpredictable and complex, our systems, data, and processes do not have to be.

Process Optimization
Team Alignment
Customer Retention Strategy
Customer Acquisition Strategy
Marketing Operations & Workflow
HubSpot
Price & Quote Negotiation
Vendor Management
Sales Operations
Pricing Strategy Consulting
KPI Metric Development
Automation
Project Management
Strategy
Business Operations
$40 hourly
Dimitri Y.
- 0.0/5
- (0 jobs)
I am at my best when I have to imagine, create, iterate, business processes oriented towards sales growth. I also am very skilled in everything about content creation for building trust and notoriety for and existing audience, but also to build one. SECTEURS DÉPARTEMENTS MARCHÉS Financement Financement commercial Canada Services financiers Acquisition de talents Commerce de détail Dév. des affaires Finance Ventes et Marketing Comptabilité

Process Optimization
Content Editing
Content Audit
Content Creation
Sales Development
Marketing Consulting
Business Strategy
Business Development
Business Analysis
Sales & Marketing
$55 hourly
Irene R.
- 0.0/5
- (0 jobs)
+ 5 ans de gestion de projet + 6 ans d'administration de bureau + 1 an cheffe de cabinet, concentration ventes et rétention de marchands Aisance à travailler dans un environnement agile et à gérer le changement au sein d'une équipe Leadership empathique et exigeant auprès des équipes pour atteindre les KPI Data-driven Animée par la collaboration horizontale et verticale et le partage d’idées

Process Optimization
Notion
Project Workflows
Google Workspace Administration
Zoho Survey
Zoho Projects
QuickBooks Online
Zoho CRM
Shopify
Team Management
Time Management
Project Management Office
Project Analysis
Administrative Support
French
$100 hourly
Graham C.
- 0.0/5
- (0 jobs)
Hello! I’m Graham, a dedicated and dynamic Process Improvement Specialist with over 15 years of experience in optimizing business processes to maximize effectiveness, efficiency and business growth. My expertise lies in analyzing existing operations to identify wasted time, effort, and resources, then delivering innovative solutions that streamline workflows and enhance productivity. Key Highlights: • Experience: Redesigned processes for construction, fabrication, and manufacturing industries, leading to improved control over resources, results and risks. • Approach: My approach keeps the client and users within the process at the forefront to ensure holistic and adaptable solutions to process challenges. • Tools & Technologies: Proficient in Excel and familiar with emerging AI and automation technologies to augment process improvements. • Collaboration & Communication: I believe in working closely with teams, understanding their unique needs, and communicating changes effectively to ensure smooth transitions. What I Offer: • Customized Solutions: Tailored strategies to improve your specific processes and compliance, whether in construction, manufacturing, fabrication, or any other sector. • Documentation Enhancement: Review of management system documentation for comprehensiveness, risks, opportunities, format, and flow. • Management System Optimization: Audit management system to identify non-compliances, risks, and opportunities for improvement to elevate performance. • Excel-Based Tool and Forms: Develop or enhance Excel spreadsheets, registers, forms, trackers, and dashboards. Integrating automated tasks, self-validating information, error mitigation, and consolidated information to streamline the personnel experience. I’m passionate about helping businesses like yours achieve their operational goals with efficiency and precision. Let’s connect to discuss how we can transform your processes and drive your business forward!

Process Optimization
Technical Documentation
Microsoft Excel
Lean Consulting
Technical Writing
Quality Audit
QA Management
System Deployment
Process Documentation
Process Design
Business Management
Continuous Improvement
Process Improvement
Management Consulting
Manufacturing & Construction
$45 hourly
Sarah G.
- 4.2/5
- (8 jobs)
I'm a Canadian CPA, but my field of expertise is FP&A. I love helping businesses figuring out the best way to be profitable and I love making financial concepts easy to understand. I am well versed in forecasting and budgeting as well as in reporting. I am bilingual (french and english). I love collaboration and empowering people with financial knowledge so feel free to reach out!

Process Optimization
Financial Statements Preparation
Financial Reporting
Financial Presentation
Financial Planning
Financial Accounting
Financial Modeling
Financial Analysis
KPI Metric Development
Project Budget
Budgeting & Forecasting Software
Budget Planning
Budget Management
Budget
Forecasting
$80 hourly
Alexandre L.
- 0.0/5
- (0 jobs)
Bookkeeper for over 15 years as a sole proprietor and for NPOs. Training clients and employees to better use Sage 50 (Simply Accounting, Quickbooks, QBO, Xero and Avantage. Objectives: Build better training and reporting tools for sole proprietors and SMB. Develop sofwtare solutions for SMBs on QBO and Xero. Specialties: Bookkeeping, bank reconciliations, GST, QST, HST, Source deductions, RL1, T4, A/P, A/R, training, Quickbooks, QBO, Sage 50, Xero, Avantage, data import and automation.

Process Optimization
System Automation
Google Sheets Automation
Google Sheets
Microsoft Excel
Xero
QuickBooks Online API
QuickBooks Online
Accounting
Automation
$35 hourly
Zahra S.
- 0.0/5
- (0 jobs)
I am a Workflow Automation Expert who uses AI tools to streamline and supercharge business processes. with 10+ years of experience in software and IT, I have a strong background in building custom automations that save time, reduce errors, and improve efficiency. I specialize in integrating AI services (like ChatGPT/GPT-4) into workflows – for example, connecting APIs and services via platforms such as Zapier, Make.com (Integromat), or n8n combined with intelligent scripts to automate repetitive tasks. From automating data entry and report generation to setting up AI-driven decision-making pipelines, I can design a solution that fits your needs. As an independent freelancer, I bring a hands-on approach and personal dedication to every project. I can create end-to-end automations: linking your apps (CRM, spreadsheets, databases, etc.), embedding AI for smart data processing (such as categorization or content generation), and ensuring the workflow is robust and easy to maintain. New to Upwork but not new to automation, I’m ready to earn your trust by delivering quick wins and quality results. If you’re looking to optimize your operations with AI, let’s chat – I’m confident I can build the automation to make it happen.

Process Optimization
ChatGPT
Large Language Model
Dialogflow
n8n
Asana
Zapier
Business Process Automation
API Integration
Make.com
Automated Workflow
OpenAI API
Prompt Engineering
AI Agent Development
Generative AI
$110 hourly
Souky B.
- 0.0/5
- (0 jobs)
As an Industrial Engineer, i have + than 12 years of experience in Project Management. I worked in different industries as Aeronautic, Robotics and Finance. Im extremely organized, very disciplined, fast and i give high quality services.

Process Optimization
Process Modeling
Content Writing
Translation
Writing
Project Management
$25 hourly
Christina G.
- 5.0/5
- (1 job)
Hi, I’m Christina! I help businesses eliminate repetitive tasks, automate workflows, and optimize processes using AI-powered tools like Zapier, Make (Integromat), OpenAI (GPT-4) as well as Excel & Google Sheets automation using VBA and Macros. With 5+ years of experience in process improvement and automation, I specialize in: ✅ Excel/Google Sheets automation (VBA, macros, formulas, dashboards) ✅ Business workflow automation (integrating apps & automating manual tasks) ✅ AI-driven marketing & lead generation (email automation, social media workflows) ✅ AI-powered customer support automation (chatbots, auto-replies) ✅ Data processing & process optimization (reducing inefficiencies & improving accuracy) Let’s build smart systems that save time, reduce manual work, and help your business scale.

Process Optimization
Excel Formula
Excel Macros
API Integration
No-Code Development
Automated Workflow
Chatbot Development
Zapier
Artificial Intelligence
$88 hourly
Benedict F.
- 0.0/5
- (0 jobs)
Hi I’m Ben, thanks for checking out my bio! I’m a seasoned Food Scientist with 15+ years of experience in full cycle product development and manufacturing optimization, specializing in Bakery and Beverage. From hands-on technical experiences to managing teams of 100+ to being a principal consultant to CEO, I would be able to help you manage projects with finance, efficiency and harmony top on my mind. I have worked in North America and Asia with exposure to experts from all around the world, communications and respects have always been a solid foundation I built my profession on. If you are looking for some help on projects like formulations improvement, product research and development, manufacturing process optimization, staff training, quality and safety system, etc. let’s have a chat and see what we can achieve together!

Process Optimization
Quality Management System
Quality Assurance
Production Design
Process Design
Process Documentation
Process Improvement
Process Development
Product Research
Product Development
Food
Food Science
Food Packaging
Food Engineering
Food & Beverage
$49 hourly
Eric B.
- 0.0/5
- (0 jobs)
Hey I'm Eric I build systems and automations using no-code and AI tools for businesses. Look at my short video presentation and visit my portfolio. ->I've converted 60% of the unresponsive lead with automation -> I've generated $1.3M leads and increased sales by 35% in various industries ->I've designed specialized automation and systems to solve issues With 12 years of Marketing, Lead Gen, ERP & CRM. Sales. Now I optimized SME operations through automation and AI with boosted revenue, increased conversion and retention rates, and blown up satisfaction rates

Process Optimization
Automation
No-Code Development
Process Improvement
n8n
Zapier
Make.com
AI Development
AI Agent Development
CRM Automation
Marketing Automation Software
Ecommerce
Ecommerce Website
Mobile App
Artificial Intelligence
$88 hourly
Monika J.
- 0.0/5
- (0 jobs)
A Director-level professional with experience in private and non-profit sectors, specializing in strategic planning, business planning and branding/marketing. Expert in bringing strategy to life by designing execution in alignment with strategic goals, creating solutions and processes to support operational excellence. Entrepreneurial approach with a proven ability to help small organizations scale up.

Process Optimization
Process Design
Brand Development
Brand Strategy
Operational Planning
Strategic Plan
Strategic Planning
Management Consulting
$125 hourly
Charles L.
- 0.0/5
- (1 job)
I'm a business and technology consultant specialized in SAP and digital solutions for small and medium-sized businesses. Whether you're aiming to optimize your operations, streamline warehouse management, or implement new technologies, I can help you achieve your goals. I have strong expertise in SAP S/4HANA, business process management (BPM), warehouse management systems, and digital project leadership. I offer full project management from strategy to execution, ensuring that every solution is tailored to your needs. Clear and regular communication is important to me — I believe in staying closely connected throughout every step of the process.

Process Optimization
Project Delivery
Project Management
Transportation & Warehousing
Business Consulting
ERP Software
Warehouse Management
SAP
$70 hourly
Shahrukh E.
- 0.0/5
- (0 jobs)
PMP & CSM-certified IT Project Manager with 7+ years leading multimillion-dollar projects for Bell, Shaw, and CIBC. Expert in Microsoft Project, Jira, and SharePoint, I drive IT migrations and process optimization. Through Lunvaris, I deliver strategic solutions, ensuring on-time, on-budget results. Let’s collaborate!

Process Optimization
IT Project Management
Strategic Planning
Cloud Computing
ITIL
Project Management Professional
Microsoft SharePoint
Atlassian Confluence
Jira
Stakeholder Management
Scrum
Agile Project Management
Project Management
Microsoft Project
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