Hire the Best Process Optimization Consultants
in the United States

I help organizations and teams streamline workflows, improve performance, and deliver lasting results. With 20+ years of experience across Fortune 500 companies, e-commerce, and healthcare, I bring a proven mix of Lean, Agile, and facilitation expertise to every engagement. ✅ Process Optimization: Mapping workflows, simplifying operations, and identifying improvement opportunities that boost efficiency and scalability. ✅ Agile & Lean Leadership: Driving continuous improvement, program delivery, and cultural alignment. ✅ Operational Excellence: Implementing practical systems that create clarity, accountability, and measurable impact. Beyond consulting, I excel at leading operations directly. I drive day-to-day execution, stabilize business processes, and help teams regain rhythm during growth or transition. I’ve successfully guided cross-functional operations in dynamic environments, bringing structure to scaling teams and building repeatable systems that support both performance and culture. My approach combines practical strategy with hands-on execution, ensuring that recommendations don’t just look good on paper but deliver real results in motion. I’m also the author of Tilt: How Poker Reveals the Secrets to Resilient Leadership and Clear Decisions, where I translate lessons from the poker table into tools for leading under pressure. That same perspective helps me guide teams with clarity, composure, and follow-through. Clients hire me when they need a strategic consultant to optimize operations, a facilitator to guide improvement conversations, or a hands-on leader to help their team adopt Lean and Agile practices. I provide clarity, structure, and actionable solutions that sustain results. Let’s connect to explore how I can strengthen your systems and deliver lasting results. Message me today to discuss your project needs!

I find where your process leaks time and money, then rebuild it so the fix holds after I leave. Lean Six Sigma Master Black Belt, 12+ years leading process excellence at GE and Genpact, 200+ improvement projects mentored. I am Sona Murgai, Founder and Principal Advisor of Process Velocity Advisors LLC, and the author of Lean Management Essentials (Vibrant Publishers). I work with small businesses, mid-market companies and healthcare organizations whose operations are growing faster than the processes holding them up. At GE and Genpact I served as a functional Master Black Belt, Black Belt trainer and Master Coach, mentoring 200+ Green Belt and Black Belt projects, designing Black Belt training and certification assessments, and leading the Process Excellence function for the Consumer Goods, Pharma and Life Sciences business units of a global outsourcing firm. RECENT ENGAGEMENTS: ● Marketing agency, client account operations: replaced a legacy help-desk queue with a three-board workflow architecture in Asana. 7 request types standardized with named approvers, 6 disconnected systems brought under one intake and approval model, 0 downtime at cutover. ● Hospital staffing pilot: 90-day phased launch across 5 nursing departments. Baselined 7 KPIs where no measurement existed, designed the time and motion study to capture what the systems could not, then handed ownership to hospital HR and Operations against a documented transition playbook. ● Multi-state real estate investment firm: assessed 9 disconnected systems as they were actually used rather than as documented, gap-scored 6 operating domains, replaced person-based SOPs with a role-based RACI model. ● B2B medical distributor, quote-to-cash rebuild: quoting, purchasing and third-party fulfillment were running on tribal knowledge and email threads. Rebuilt as one system of record with documented sourcing decision rules, SOPs, and an integrated logistics workflow. HOW I WORK: ● Define the process and the success metrics before anything else ● Map the current state, exception paths included, so the team argues about a picture instead of about memories ● Analyze root causes with data, not opinions ● Improve: design changes your team can actually sustain once I am gone ● Control: measure against the baseline, then lock it in with SOPs, controls and dashboards ENGAGEMENTS I TAKE ON: ● Business process mapping, analysis and redesign ● Operational efficiency audits with a prioritized improvement roadmap ● SOP development and process documentation ● Workflow automation readiness: requirements, tool selection, and for healthcare, HIPAA and BAA compliance validation before you build ● Lean Six Sigma training and coaching: Green Belt and Black Belt mentoring, Black Belt curriculum design, Advanced Lean programs ● Project and change management for improvement initiatives I design and specify. When an engagement needs the technology built, I bring an established delivery partner and keep the design and the accountability with me, so you are never handed off. CERTIFICATIONS: Lean Six Sigma Master Black Belt (functional) · Certified Six Sigma Black Belt · Certified Advanced Lean Trainer · MBA Most engagements start with a fixed-fee Operations Diagnostic: a structured assessment that leaves you with a process map, findings and a roadmap you can act on, with me or without me. Message me with the operational problem you are facing. You will get specific questions back, not boilerplate. Sona Murgai Founder & Principal Advisor, Process Velocity Advisors LLC Lean Six Sigma Master Black Belt

I help businesses turn disconnected tools, inconsistent processes, and scattered information into practical operating systems supported by AI, automation, and clear documentation. My work combines AI workflow design, business process improvement, system integration, operational governance, and training. I build and teach solutions using Claude Cowork, Claude Projects, ChatGPT, Gemini, Microsoft Copilot, APIs, CRMs, Microsoft 365, Google Workspace, and the tools a business already relies on. Current consulting work: • Building an AI-assisted prospecting and workflow system for a New York City real estate business, including owner research, CRM and API integrations, spreadsheet analysis, lead prioritization, and market research workflows • Building a private executive AI workspace for an active investor, including market and investment research, legal and fund-document analysis, correspondence drafted in his voice, and reusable voice-driven workflows • Supporting an operational infrastructure program for a multi-state healthcare services company, including company-wide policies, SOPs, process governance, compliance documentation, approval structures, and standardized operating frameworks • Helping an e-commerce business improve AI adoption, analytics reporting, conversion tracking, and cross-platform visibility across Shopify, Google Analytics, Google Ads, and Amazon Before launching Haven Point Consulting, I led complex operational initiatives at Microsoft supporting Fortune 500 customers and high-value commercial operations. Enterprise operations highlights: • Supported more than $2.5 billion in commercial pipeline during a single fiscal year • Supported $420 million in commercial deal operations during a single quarter • Designed and improved workflows across teams, systems, and business processes • Managed high-stakes operational work where accuracy, documentation, and follow-through were essential How I can help: • AI workflow design and implementation Build Claude, ChatGPT, Gemini, and Copilot workflows for research, reporting, knowledge management, content development, client-facing websites and marketing, client operations, and repetitive administrative work. • Business-system integration Connect AI with CRMs, Microsoft 365, Google Workspace, APIs, databases, and existing business tools. This can include custom MCP solutions when appropriate. • AI consulting, coaching, and training Create practical AI workspaces, reusable processes, and team training so you understand how to use and maintain the system after implementation. • Operations and workflow improvement Analyze current processes, identify duplication and gaps, redesign workflows, document SOPs, and create scalable operating systems. • Operational documentation and governance Develop policies, procedures, process documentation, approval structures, and governance frameworks that create consistency and support long-term growth. I am a Prosci Certified Change Practitioner, so adoption and usability are built into my approach. I do not simply introduce another platform. I determine how the work should flow, what each system should own, and where AI, automation, or clearer documentation will create meaningful value. If you need help connecting your tools, redesigning a workflow, building an AI-supported operating system, strengthening your operational foundation, or training your team to use AI effectively, let’s discuss your project.

✅ Saved over $250k in software in payroll with automation ✅ Companies using my systems have generated over $10M in revenue ✅ AI Consulting for Executive Director at Morgan Stanley ✅ US Military AI Certified I’ve worked with AI since 2023 & I've worked with 38 businesses across 15+ industries during that time. Here’s some of my past experience: - I helped generate ~$4M for a charter bus company by creating a contracting tool. - I helped generate ~$9M in annual revenue for a law firm by making an AI lead qualification system. - I helped generate ~$5M in annual revenue for a door to door company by creating an automated lead scraper. - I revealed over $100k of lost revenue for a residential cleaning company by creating a KPI analytics system. - I recovered $10,000 of missed calls for a mobile instrument maintainer by creating an AI voicemail system. - I recovered $2,250 worth of monthly recurring revenue for a local MMA gym with an AI receptionist. - I helped recover $25,000 in revenue for an auto repair shop by creating an AI voicemail system.

You've built something real. You can see exactly where it's supposed to go. What you don't have yet is the operations and business systems to get it there without everything running through you. That's exactly what I build. Real operations strategy and clear, well managed execution, from lead gen and intake through delivery and retention, so every stage exceeds your clients expectations and your team carries their piece without coming back to you for every answer. Workflow automation and business systems built around your vision, not another template or cookie cutter framework. I've built this from the ground up six times as a fractional operations manager. Full operating systems and workflow automation, including AI where it actually saves you time not AI just because, covering everything a business needs to run and grow, from lead gen infrastructure to delivery systems and retention strategy, all without the founder in the middle of every decision. Besides full builds, I've come in on more than a dozen other businesses to audit, update, or rebuild the operations and systems that weren't holding their weight or overwhelming the founder. Coaching businesses, marketing agencies, SaaS companies, education and Info businesses, and plenty of others. It works across all of them for the same reason. The systems are built around YOUR vision and YOUR business, not some random recycled framework. Before any major changes happen, we map where the business is, where you want it to go, and what it'll take to close that gap without loading more on you and your team. That shapes what gets built, what gets fixed first, and what gets left alone. Most founders come to me buried in the day to day, every decision routed through them and every handoff dropped somewhere along the way. What changes is simple, the business runs without them in the middle of it. From a team capable of taking full ownership of their lanes to the AI and automations that reduces their mental load. Founders who have worked with me as their fractional operations manager consistently say this ends up being one of the smoothest working relationships they've ever had, because I know how to balance operations, strategy, and iteration with the human side of it all. Shoot me a message and I'll show you what's possible when the business doesn't need you in the middle of it.

I focus on helping small business owners with their launch, scalability, and sustainability. I focus on strategy, branding, operations, user experience, and automation. I also offer clarity consultations which you can book below. WHAT I CAN BUILD FOR YOU: Brand Identity & Creative Assets- *Logo design + full brand identity kits Websites, Funnels & User Experience- *Website wireframes and skeleton builds (Shopify, Wix) *Landing pages optimized for conversion *CRO audits with actionable recommendations *Web Content Mapping with visual aids and clear concise messaging Systems, Automations & Operations- *Email automation setup (welcome flows, abandoned cart, segmentation) *Form creation + embed integrations (lead capture, onboarding, applications) E‑commerce & Brand Launch Support- *Product page optimization *Store setup and organization *Basic SEO structure *Launch planning and asset creation