Hire the Best Smartsheet Specialists in California

I help teams stop chasing spreadsheets and start getting real-time visibility into their projects. I build Smartsheet solutions that save time, reduce errors, and make work feel a lot less manual. Here’s what I do: • Dashboards & Reports: Easy-to-read visuals that show the metrics that matter. • Automated Workflows: Set up approvals, alerts, and document generation so your team spends less time on repetitive tasks. • Data Integrations: Connect Smartsheet with tools like Outlook or Salesforce so information stays accurate and up to date. • Governance & Training: I make sure your team knows how to use the system long after launch. Some recent wins: • Built a company-wide KPI dashboard combining Smartsheet and client data—cut weekly reporting time by 60%. • Automated a multi-level approval process for a 20-person department—turnaround went from three days to same-day. • Designed a project-tracking hub for a healthcare team—on-time task completion improved by 35%. Why I think clients like working with me: • 4+ years as a certified Smartsheet System Admin and Core Product Specialist • I communicate clearly, respond quickly, and work collaboratively • I focus on results—efficiency, accuracy, and adoption If your current process feels messy or slow, I can show you how to simplify it with Smartsheet so your team can spend time on the work that actually matters.

Hey there! I'm Alexis, and I’m excited to share my journey of making a career change. After spending nine years in a corporate setting, I've found the courage to pursue a new path that inspires me. For the past four years, I have worked in various marketing roles across several tech companies. In the last two years, I transitioned into the Quick Service Restaurant (QSR) industry, where I gained insights into third-party applications and websites for QSR, as well as quality assurance for digital platforms. Throughout my professional career, I have developed skills in project coordination and have worked cross-functionally with global teams. Additionally, I have provided administrative and logistical support for marketing and recruiting initiatives. As I embark on this new transition, I am eager to explore new opportunities and challenges that align with my passions. Below, you can find areas where I excel, but I am always open to trying new things and am confident that I can be of great service to you! What I can help with: • Project & campaign coordination • Content QA (menus, marketing assets, brand consistency) • Cross-team collaboration (marketing, vendors, ops) • Event coordination & support • Administrative support • Sourcing & recruitment If you need someone organized, detail-oriented, and easy to work with, I’m here to help bring everything together. Additionally, I have a passion for fashion and hospitality, and I would thrive in an environment where I can utilize my creative skills and eye for design!

I'm a Fractional COO and Systems Architect with 10+ years across regulated industries — mortgage finance, agriculture, manufacturing, and small-to-mid market companies. I design and build the operational backbone — SOPs, policy frameworks, and the data systems — that lets leadership stop firefighting and start scaling. My sweet spot is the bridge stage: companies that have outgrown manual processes and QuickBooks but aren't ready to commit to a $50K SaaS migration. I build the audit-ready SOPs, the ERP-style spreadsheet systems that handle real operational complexity, and — when the work calls for it — hosted backends in PHP and Supabase. I use AI throughout to accelerate the work without compromising rigor. WHAT I ACTUALLY DO FRACTIONAL COO & OPERATIONS LEADERSHIP Hands-on operational ownership for founders who've outgrown founder-mode. I bring structure to teams, processes, and reporting — and I lead the change management work that gets it adopted. I work in the system, not just on it. Particularly effective for regulated startups and growth-stage operators who need a senior operator before they can hire one full-time. Result: Decisions get made on real data, not on hunches and inboxes. SOPs, POLICY & COMPLIANCE DOCUMENTATION The audit-ready playbook your operators actually follow. Standard Operating Procedures, training frameworks, quality control structures, mock-audit programs, and GMP-aligned protocols for high-stakes regulated environments. I design workflows where the right way to work is the easiest way — so consistency holds without constant enforcement. Result: Seamless onboarding, reduced training cost, scalable execution. ERP-STYLE SYSTEMS ARCHITECTURE Complex spreadsheet systems that function as a working ERP — scoring engines, inventory and pipeline tracking, financial models, operator dashboards. When scale demands it, I migrate the same architecture to a hosted backend (PHP, Supabase, Google Apps Script) so the system keeps growing with the business. Result: A unified source of truth, sized to your stage, with a clear path to where you're going. AI-AUGMENTED WORKFLOWS & DATA INTELLIGENCE AI built into the operational design — prompt libraries for SOP and document drafting, AI-assisted review pipelines, model-in-the-loop scoring and decision support. Plus the reporting layer: Looker Studio dashboards, GA4, advanced Excel/Sheets financial models. Result: Senior-operator tasks run reliably in minutes, with real-time KPI visibility on top. PROVEN IMPACT Designed and built a multi-user ERP-style operations system end-to-end — spreadsheet bridge, hosted backend, scoring logic, calibration engine, operator dashboards Authored end-to-end SOPs and audit frameworks for high-stakes regulated startups Cut operational overhead by 20% via JIT procurement redesign and workflow automation Drove a 30% productivity lift across cross-functional teams through systems integration Transitioned startups from founder-dependent chaos to 24/7 production environments 506 Upwork hours, 5.0 client review, Rising Talent SMALLER ENGAGEMENTS For shorter windows of work, I take scoped hourly engagements that draw on the same playbook — building out a single SOP set, cleaning up a CRM after a migration, leading change management through a transition, prepping a regulated business for an internal audit or compliance review, or embedding an AI workflow into an existing operation. Smaller scope, same operator. TECH STACK Google Workspace pro — Sheets, Docs, Apps Script, Looker Studio Excel power user — complex financial models, CSE arrays, multi-sheet architecture Backend & custom tooling — PHP, Supabase, Google Apps Script (when scope warrants a hosted build) Operations platforms — tool-agnostic; sheets-first foundation, with backend layered in when the work calls for it AI workflows — Claude, GPT-4, prompt engineering, retrieval/RAG Industries — Mortgage Finance, Agriculture/CEA, Manufacturing, Regulated SMB HOW TO WORK WITH ME Click "Invite to Job" and tell me what's breaking. Whether you need a Fractional COO embedded for months, a single SOP set built right the first time, or operational infrastructure that grows with you — that's where I work.

I believe we're more than the work we deliver-it's about the impact we create through great work. With a deep passion for project management, I thrive on driving value, efficiency, and scalability, optimizing resources to turn vision into reality, especially alongside teams who prioritize people and purpose.

Smartsheet Consultant I will help you implement, optimize, and manage Smartsheet solutions for projects of any size, from small business initiatives to large enterprise programs. With over 20 years of project management experience and hands-on Smartsheet expertise, I can build project plans, Gantt charts, dependencies, dashboards, reports, and workflow automation tailored to your business needs. Recent experience includes managing a 16-week hotel construction project entirely in Smartsheet, including task management, timelines, predecessors, Gantt charts, leadership reporting, governance tracking, and user training. I also developed project roadmaps and implementation schedules for technology partnerships and strategic initiatives. Services include: • Smartsheet setup and implementation • One-on-one Smartsheet training • Project schedules and Gantt charts • Dashboards and executive reporting • Workflow automation • PMO governance and best practices • Portfolio and program management support Whether you are new to Smartsheet or need advanced project management solutions, I can help you achieve faster project delivery and improved visibility. Drawing on my significant global, strategic, and startup leadership expertise, I am highly skilled in optimizing processes and scaling operations for companies expanding domestically and abroad. My proven ability to assemble and lead cross-functional teams and my unique blend of experience in business process, executive management, and technology have been instrumental in optimizing operations, delivering complex enterprise projects, and scaling operations globally. Having worked across multiple industries, including Medical, Government, eCommerce, Giant IT companies, and Technology & Startups, I possess a wealth of knowledge and expertise to help businesses navigate the challenges of growth and expansion. Driving Operational Excellence: My career has been centered around driving operational excellence, and I have a proven track record of successfully overhauling and optimizing processes in various settings. Here are some highlights of my experience: 1- Bringing predictability and standardization to project management practices. 2- Overseeing significant automation of business processes, leading to cost savings and increased efficiency. 3- Saving significant dollars by conducting the analysis and building the business case for various initiatives. 4- Consolidating and standardizing processes and technology platforms across Facilities to increase efficiency. 5- Implement systems, processes, and teams to support international expansion, facilitating growth and global operations. Overall, my expertise in operational optimization has enabled organizations to achieve greater efficiency and effectiveness while saving valuable time and resources. Management of Portfolio: Some of the critical accomplishments in portfolio management include the following: 1- Implement a PMO structure at an AI company, providing governance over the complete company project portfolio, aligning the integration, optimization, and transformation portfolios with its strategic plan, and partnering with all functional teams to deliver business change through projects. 2- Building the International PMO and implementing governance to review, approve, prioritize, and strategically oversee the International operations project portfolio. 3- Execute standardized metrics, operational scorecards, and playbooks to promote consistency and transparency in project performance. 4- Develop and drive strategic technology roadmaps to align with business objectives. 5- Establish regular cross-organization touchpoints to ensure information flow and best practices between organizational silos. 6- Partner with corporate finance to develop comprehensive budget tools for effective project planning and management. 7- Led the project capital expenditure reporting process to deliver precise and prompt information to all stakeholders. Implementation & Change Management: 1- Manage end-to-end technology delivery for a global HR transformation, encompassing technical design, build, test, deployment, integrations, and data conversion. 2- Develop and maintain strong relationships with executives, stakeholders, and suppliers across the organization and worldwide in complex, matrixed environments. 3- Prioritize organizational readiness as a critical component of transformational project life cycles. Innovation In Technology: 1- Introduce cutting-edge cloud-based technology solutions that revolutionize and expand business operations. 2- Advocate using collaboration tools and promote global teamwork best practices. 3- Adopt new technologies, frequently collaborating with sister organizations to augment their solutions.

I help teams build scalable Product Operations, project delivery, and reporting systems using Smartsheet, Jira, Monday com, and other work management tools. I am a PMP and Scrum-certified Product Operations Manager / Product Manager with 10+ years of experience leading cross-functional initiatives across SaaS, healthcare technology, enterprise software, marketing operations, and IT environments. I work closely with Product, Engineering, QA, Support, Clinical, Leadership, and customer-facing teams to improve visibility, streamline execution, manage risks, and support better decision-making. What I can help with: Product Operations & Delivery Product roadmap and release tracking Cross-functional project coordination Executive status reporting Risk, issue, dependency, and action item tracking Go-live readiness and operational planning Smartsheet, Jira & Monday com Systems Smartsheet dashboards, reports, automations, and Control Center Blueprints Jira workflows, boards, filters, dashboards, and agile reporting Monday com project boards, workflows, and reporting views Portfolio dashboards and real-time visibility systems Process Improvement & Documentation SOPs and process documentation Meeting notes, trackers, and leadership updates Project intake and prioritization workflows Agile and waterfall process setup I focus on building practical, organized, and easy-to-use systems that help teams stay aligned, reduce manual work, and move priorities forward.