Hire the Best SoftSols Group Agility Specialists

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Obinna N.

Abuja , Nigeria

$15/hr
5.0
8 jobs

Some people manage projects. Some develop business. Some run operations. I do all three, and I have spent 7 years figuring out how to make them work together seamlessly. My name is Obinna. I started out as an engineer, which means I was wired early to care about how things actually work, not just how they look on paper. That instinct followed me into every role I've taken since, helping businesses in tech, renewable energy, and agriculture execute with precision, scale their operations, and drive measurable revenue growth. I don't just manage projects, I take ownership of outcomes. From structuring your project lifecycle and optimizing your operations to developing the go-to-market strategies that put more revenue in your pipeline, I bring three disciplines together so you don't need three different hires. The truth is, most projects don't fail because of bad ideas. They fail because nobody connected the dots between strategy, execution, and operations. That's the gap I close. What working with me actually looks like: As your Agile Project Manager, I take the chaos out of delivery. I'll set up your sprints, manage your risks before they become emergencies, keep your team aligned, and make sure what was promised actually gets built. I've run full project lifecycles across Jira, Asana, and ClickUp, and I communicate in a way that non-technical stakeholders actually understand. As your Operations Manager, I walk into your business and find where time, money, and energy are leaking. Then I fix it. Through Power BI dashboards, CRM cleanups, automated reporting, and process redesigns, I've helped teams cut reporting time by 60% and reclaim hours they didn't know they were losing. As your Business Development partner, I help you grow with intention. Whether it's a GTM strategy for a new product, a pitch deck that gets investors to say yes, or a sales funnel that stops leaking leads, I work from data, not hunches. A 30% revenue increase and a 35% improvement in conversion rates are the kind of outcomes I'm used to being accountable for. On the data side, I speak Power BI, Excel, and SQL fluently. I build the dashboards and models that give you a real-time pulse on your business, so you stop making decisions based on outdated spreadsheets or gut feeling. I hold a Google Project Management Certificate, Google Data Analytics Certificate, BIDA, and FMVA, not as wall decorations, but because I genuinely believe in knowing the craft deeply. My tools of choice include Jira, Trello, Asana, ClickUp, HubSpot, Salesforce, Power BI, Notion, GHL, Zapier, n8n, Mondaycom, Microsoft Project, Tableau, Power BI, Looker, SQL. SKILLS Agile Project Management Scrum Kanban Risk Management Stakeholder Management Operations Management Business Operations Workflow Automation Process Improvement Power BI CRM Optimization HubSpot KPI Dashboard SOP Development Business Development Go-To-Market Strategy Business Development Lead Generation Financial Modeling Market Research Sales Funnel Management Revenue Growth I'm not the kind of freelancer who disappears after onboarding. I show up, ask the uncomfortable questions early, flag the risks before they become problems, and stay accountable until the job is done right. If that sounds like the kind of person your project needs, let's talk.

  • Agile Project Management
  • Business Analysis
  • Jira
  • Asana
  • Research & Strategy
  • Technical Project Management
  • ClickUp
  • Executive Support
  • Process Improvement
  • Business Operations
  • Marketing Operations & Workflow
  • Project Management
  • Data Analysis
  • Customer Support
  • Project Risk Management
Laura D.

Medellin, Colombia

$25/hr
5.0
11 jobs

Whether it’s leading projects, managing operations, or supporting executives directly, I step in to bring order, efficiency, and momentum to businesses that need things done right. With 12+ years of experience in business administration, operations, and project management, I’ve worked across industries, handling everything from team coordination and process optimization to executive support and client relations. ✅ What I deliver: *Project Management - Planning, execution, and delivery with timelines and teams on track. *Operations Leadership - Streamlining workflows, optimizing processes, and scaling systems. *Executive & Team Support - Managing priorities, stakeholders, and daily operations seamlessly. *Recruiting & Team Coordination - Hiring, onboarding, and leading teams to perform at their best. *Problem-Solving with Initiative - Not just tasks, but solutions that keep businesses moving forward. *Founder Support -Translating rapid updates and brain dumps into structured, actionable priorities. *Tech & AI Leverage - Using Airtable, Read AI, Krisp, Zapier/Make, and ChatGPT to automate workflows, capture meetings, and keep systems clean and actionable. I work with business owners, leadership teams, and growing companies who need a trusted operations partner, whether in a defined role like Project Manager / Operations Manager / Operations Lead or as a strategic right hand to leadership. ⚡ I’m now opening space for my next long-term partnership. If you’re looking for someone who can bring clarity, structure, and momentum while you focus on growth, let’s connect.

  • Marketing Strategy
  • Project Management
  • Recruiting
  • Business Operations
  • Email Campaign Setup
  • Airtable
  • Slack
  • Canva
  • ChatGPT
  • Process Improvement
  • Team Management
  • Operations Analytics
  • Customer Relationship Management
  • Zapier
Aliul I.

Guwahati, India

$12/hr
4.9
104 jobs

Top Rated Plus on Upwork with 100% Job Success Score, 38,000+ hours, and 84 completed projects, I help businesses improve customer experience, streamline operations, manage projects and teams, and build efficient processes—with AI integrated into the way I work. My work spans customer success, operations, and CRM management for SaaS, eCommerce, education, and service-based businesses — with a particular focus on client retention, dispute resolution, and building systems that keep teams and processes running smoothly without constant oversights. Core Expertise: Customer Success & Retention | Customer Support Operations | Client Onboarding | Community Management | Sales & Lead Management | Dispute Resolution & Retention | Operations Management | Project Management | Team Management | Client Communication | Process Improvement | SOP Development | CRM Management | Workflow Design | Business Coordination | eCommerce Operations Tools & Platforms: CRM, Sales & Customer Management: GoHighLevel, Close CRM, TimelinesAI, Salesforce Project & Team Management: Asana, ClickUp, Slack AI & Automation: Claude, ChatGPT, Zapier, Make, n8n Community & Digital Platforms: SKOOL, WHOP eCommerce: Amazon Seller Central, Keepa, Helium 10, Shopify, Thrivecart Outreach & Email: HubSpot (campaigns), Instantly (cold email), MailerLite, Kit (ConvertKit) Office & Docs: Notion, Canva, Outlook, OneDrive, basic WordPress admin Accounting: Xero AI & Automation: I treat AI and automation as practical tools, not buzzwords — using them to improve communication, streamline repetitive tasks, and keep processes and documentation clear and current

  • Customer Relationship Management
  • Customer Retention
  • Customer Experience
  • Community Management
  • Customer Onboarding
  • Project Management
  • Customer Support
  • Virtual Assistance
  • CRM Automation
  • n8n
  • Slack
  • Asana
  • HubSpot
  • Zapier
  • CRM Software
  • Claude
  • Artificial Intelligence
  • Ecommerce
  • Email Marketing
Benito A.

Buenos Aires, Argentina

$35/hr
4.7
267 jobs

Goals: Airtable and Caspio (Caspio Certified Developer )design and maintenance databases, Leading or being part of a team focused on quality and customer service primarily but not exclusive, IBM iSeries platform. Background: Airtable, Banking, Insurance, Retail, AS400, Synon, JDE, DB2, RPG, Team management, MES, Pharmacy User's feedback: "Benito was incredible to work with. He has the soul of a teacher and was willing to guide and direct and show me how we got the work done. He was patient and understanding and incredibly responsive. On top of all of that, he was very, very good technically with airtable and got everything accomplished that was asked of him. I would work with Benito again in a heartbeat and I cannot recommend him highly enough." David Denniston Experience: Manager Cognizant Technology Solutions Nov 2008 – Actual (6 years 4 months)Moreno 877 - CABA MES Support Analyst Manager - Projects ACE Insurance Latin America AS400 RPG GIS Point of contact PMO Galicia Bank Preparación de ambiente de integración para la migración de SAP PF y SAP préstamos San Antonio InternacionalTechnical Responsible JDE San Antonio Internacional July 2005 – September2008 (3 years 3 months) To mantain and develop new applications for Latin America Wipro TechnologiesAnalista programador JDE Wipro Technologies 2008 – 2008 (Less than a year) Client Cargill Financial modules JDE World Software Banco SupervielleAnalyst ProgrammerRPG Banco Supervielle Feb 2005 – Jun de 2005 (5 month) ILE RPG, platform AS400, DB2 NeorisTeam Coordinator Neoris July 2004 – January 2005 (7 months) JDE Arg - JDE, RPG, platform AS400, AP, AR, SOP, GL , case , 7 people in charge. CitiSenior Back End Software Engineer Citi July 2003 – June 2004 (1 year) platform AS400, MQSeries, Connect Direct, APIs, Base Software development, ILE RPG, Synon.,DB2 . Wells FargoDevelopment and System Manager Wells Fargo July 2001 – June de 2003 (2 years) RPG, ILE RPG, DB2, plataforma AS400, 5 people in charge . D&SDevelopment and Operations Manager D&S July 2000 – June 2001 (1 year) Synon, Cobol, 6 people in charge . D&SAnalyst Programmer D&S July 1996 – June 1999 (3 years) Cobol, Synon, platform AS400 . Grupo ASSA Senior Consultant JDE Grupo ASSA 1998 – 1999 (1 year) Clients LEDESMA Sancor Sony Records Volkswagen AG - Finantial ServicesAnalyst Programmer Volkswagen AG - Finantial Services January 1990 – June 1995 (5 years 6 months) Synon, RPG, platform AS400 . Safra National Bank of New York RPG Analyst programmer Safra National Bank of New York 1989 – 1990 (1 year) S/36 Pasive accounts system Bonds system AS400 contributions(link) Education: Universidad de Buenos Aires Postgrado, Ingeniero Civil especialista en Ingeniería de Sistemas 1989 – 1991 Maestrías Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' Ingeniero Civil, Ingenieria 1976 – 1981

  • RPG Development
  • Enterprise Resource Planning
  • Microsoft Visio
  • Project Workflows
  • Airtable
  • IBM Db2
Jo M.

Cape Town, South Africa

$63/hr
5.0
10 jobs

I specialise in translating a company's vision into operational reality. Drawing extensively on and working within the EOS framework and process - bringing the rocket fuel that happens when Integrators (me) and Visionaries (probably you) combine forces! With 7 years of experience across Tech and SaaS businesses, global brands, and growth-stage startups. Structuring teams, aligning accountability, and eliminating the chaos that causes momentum, and customers, to quietly stall. I don't hand back open-ended problems: I own execution end-to-end, make the calls that need making, and turn confusion into clear, structured plans the team can actually run on. Scale-up and growth-stage businesses are my wheelhouse: usually filled with well-intended tool stacks, systems, and workflows that have become redundant and need a refresh to match the phase the business has actually evolved into. For a B2B SaaS retention context, this means I can audit your entire customer lifecycle, identify where value perception erodes, and design recovery and upsell workflows that account managers can actually execute. So often the golden thread of sales to service gets dropped and lost simply due to a lack of end to end process design that is actually then implemented. I work across all major platforms - Google Workspace, Microsoft 365, ClickUp, Monday, Slack, HubSpot, Notion, and engage AI to elevate all I do. Building SOPs, reporting cadences, and cross-team workflows that hold up under real use, not just look good on paper. AI is core to how I work, not an add-on. I'm proficient across today's leading AI tools and actively build them into the systems I design - speeding up SOP development, surfacing bottlenecks faster, running smarter reporting, and keeping workflows adaptable as the business scales. I invest time staying ahead of how AI is reshaping operations, so what I deliver elevates how an organization runs, not just what it runs on. Based in Cape Town, South Africa and worked extensively with global businesses - working hours overlap closely with UK/European teams and cover US East Coast mornings, so you get real-time collaboration, not a communication lag. If your business has outgrown its current systems, I'd love to see what you're working with.

  • Management Skills
  • EOS
  • Operations Management Software
  • Business Operations
  • Process Design
  • Process Development
  • Project Management
  • ClickUp
  • HubSpot
  • Change Management
  • Process Modeling
  • Project Workflows
  • Cross Functional Team Leadership
  • Process Improvement
  • SaaS
Sean S.

Quezon City, Philippines

$28/hr
4.8
57 jobs

I help businesses grow by fixing messy, founder-dependent operations and turn them into structured, scalable organizations ran by agile systems. Instead of jumping straight into tools or automation, I focus first on fixing how your business actually runs from workflows, team structure, and decision-making. Once operations are clear and stable, I then design and implement systems and automation that support long-term growth. I work end-to-end, from operational audit to full system buildout, helping businesses move from reactive and chaotic to structured and scalable. 🧠 Core Focus: Operations First, Systems Second • Diagnose operational bottlenecks across teams, workflows, and handoffs • Redesign processes for clarity, accountability, and speed • Remove founder dependency by defining roles and decision ownership • Build structured operating cadence and execution systems • Systemize proven workflows into scalable systems and automation 🧱 Operations & Process Architecture • Process mapping (As-Is → To-Be redesign) • SOPs, playbooks, and workflow documentation • Role clarity, accountability systems, and org structure alignment • KPI frameworks, reporting systems, and performance tracking • Cross-team workflow design and handoff optimization ⚙️ Systems & Workflow Implementation • End-to-end system design aligned with real operations • CRM setup and pipeline structuring (HubSpot, Monday, Airtable, etc.) • Internal tools and workflow systems using no-code/low-code platforms • Dashboarding and reporting for real-time visibility • Task and project management systems for team execution 🤖 Automation (After Systems Are Stable) • Workflow automation using Zapier, Make, n8n • AI integrations using OpenAI, Claude, Gemini • API and webhook integrations across tools • Sales, onboarding, and operations automation • Data synchronization and reporting automation • AI-powered workflows to reduce manual workload 🔧 What I Actually Help Fix • Disconnected tools and inconsistent data • Manual handoffs and repetitive work • Lack of ownership and unclear responsibilities • Slow execution and operational bottlenecks • Founder being the central point for decisions 📈 Results Delivered • Reduced $200K/month in operational waste by restructuring workflows • Cut 500+ manual tasks/month by redesigning and systemizing sales operations • Reduced onboarding time by 50% through structured team workflows • Built end-to-end operational systems replacing fragmented tools 🌍 Industries & Teams I Work With • Service-based businesses and agencies • E-commerce, retail, and inventory-heavy businesses • SaaS and tech-enabled teams • Healthcare, real estate, and professional services • Logistics and supply chain businesses • Founders and operators scaling from early-stage to multi-entity businesses 🛠️ How I Work • Audit your current operations • Identify bottlenecks and redesign workflows • Build the right system and tech stack • Implement, automate, and train your team ➕ In short: I don’t just automate tasks — I fix your operations first, then build systems that allow your business to scale without breaking.

  • System Analysis
  • Process Design
  • Automation Framework
  • System Automation
  • Marketing Operations & Workflow
  • Process Improvement
  • Process Optimization
  • Organizational Design & Effectiveness
  • Operational Plan
  • Process Architecture
  • Strategy
  • Business Operations
  • Lean Development
  • Automated Workflow

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What does a SoftSols Group Agility specialist do?

A SoftSols Group Agility specialist configures and operates the Agility computerized maintenance management system to track assets and schedule repair work. This role translates organizational maintenance requirements into functional web and mobile workflows that technicians use daily. The specialist builds task-based work orders, sets up preventive maintenance triggers, and refines system settings as operational needs change. They also capture labour data and monitor completion metrics to keep maintenance records accurate and auditable.

  • Configure the Agility CMMS platform to match specific asset hierarchies and maintenance protocols. This work involves defining work-order types, setting priority levels, and establishing SLA-style targets for response and completion times. The specialist adjusts these parameters during project rollouts and refines them as the organization identifies new requirements or bottlenecks in the workflow.
  • Create and manage task-based work orders that drive daily maintenance activities. The specialist schedules preventive maintenance tasks and assigns them to appropriate teams or individuals using route sheets. They update work-order statuses in real time as technicians progress through jobs, ensuring that the system reflects the current state of every asset and pending repair.
  • Capture and submit labour time entries against specific work orders and tasks. This process requires accurate time sheet entry to track how many hours technicians spend on each job. The specialist verifies that these records align with completed route sheets and work-order completion comments, creating a reliable history of maintenance efforts and associated costs for future analysis.

How to hire a SoftSols Group Agility specialist on Upwork

Step 1: Post a job

Define your maintenance workflow needs clearly to attract qualified candidates. Use the Job Post Generator powered by Uma™, Upwork's Mindful AI to draft a precise description. Describe your asset management goals in a few sentences and Uma drafts a job post for the role. You can write a new post, update a saved draft, or reuse an existing post.

  • Specify requirements for configuring Agility CMMS/EAM web and mobile workflows to match your organizational maintenance standards.
  • List deliverables such as operational work-order records, preventive maintenance schedules, and completed route sheets.
  • Request experience with capturing labour time entries and tracking work-order status updates against SLA-style targets.

Step 2: Evaluate candidates

Look for portfolios that demonstrate hands-on configuration of Agility or similar enterprise asset management systems. Uma can run instant video interviews and build shortlists with side-by-side comparisons to help you assess technical fit.

  • Verify experience building task-based work orders and triggering preventive maintenance activities within Agility.
  • Check for examples of refined Agility configurations that improved asset tracking or maintenance response times.
  • Confirm familiarity with Mobility solutions like Mobile Expert or Mobile Lite for field workforce support.

Step 3: Interview your top choices

Discuss specific scenarios involving work-order lifecycle management and system customization. Interviews can be scheduled and conducted within Upwork Messages with an immediate transcript and summary after each one.

  • Ask how they configure route sheets and capture completion comments to ensure accurate maintenance history.
  • Discuss their approach to setting up warning logic for response and completion targets in Agility.
  • Explore their method for training end-users on time sheet entry and mobile-driven status updates.

Step 4: Agree on scope and begin work

Outline clear milestones for system setup, testing, and rollout. Use Upwork Messages and the contract workroom for communication and project management, plus identity verification, payment protection, hourly tracking, and project funds for security.

  • Define milestones for delivering configured Agility modules, including work management and helpdesk components.
  • Set expectations for generating real-time tracking KPIs and monitoring artifacts during the implementation phase.
  • Agree on a schedule for refining configurations based on user feedback and evolving maintenance requirements.

Upwork is not affiliated with and does not sponsor or endorse any of the tools or services discussed in this article. These tools and services are provided only as potential options, and each reader and company should take the time needed to adequately analyze and determine the tools or services that would best fit their specific needs and situation.

The rates and information provided in this article are based on current data and industry sources available at the time of publication. Freelance rates can vary depending on factors such as experience, location, project scope, and market conditions. Readers are encouraged to conduct their own research to confirm current rates and trends, as this information may change over time.

How much does hiring a SoftSols Group Agility specialist cost?

$500-$2,500 per project is a typical range for focused SoftSols Group Agility specialist work. Final pricing depends on scope, technical complexity, required integrations, source-material quality, revision needs, and the freelancer's experience level.

Work order configuration

$500-$1,200/project

Entry-level to mid-level
  • Created task-based work orders with priorities
  • Defined response and completion warning logic
  • Configured status update paths for mobile users

Preventive maintenance scheduling

$1,200-$2,500/project

Mid-level
  • Scheduled recurring preventive maintenance tasks
  • Linked assets to specific maintenance routines
  • Set time or usage-based triggers for work orders

Route sheet implementation

$2,500-$4,500/project

Mid-level to senior-level
  • Built route sheets for field technician workflows
  • Verified mobile data capture for route completion
  • Captured comments and status upon job finish

Labour time tracking setup

$4,500-$7,000/project

Senior-level
  • Configured labour time input fields for tasks
  • Mapped time entries to specific work orders
  • Set constraints for accurate timesheet submission

Full CMMS deployment

$7,000-$12,000/project

Expert-level
  • Deployed end-to-end Agility CMMS for asset management
  • Established real-time tracking dashboards for performance
  • Connected helpdesk and AUTOagility components

Frequently asked questions

Is hiring a SoftSols Group Agility specialist worth it?

For most businesses, yes: hiring a SoftSols Group Agility specialist is worthwhile. This role configures the Agility CMMS/EAM to match your specific maintenance workflows and asset requirements. The specialist builds work orders, sets up preventive maintenance schedules, and captures labour time data directly in the system. You gain accurate maintenance history and real-time tracking without needing internal staff to learn the software configuration.

How do I evaluate SoftSols Group Agility specialist candidates?

Look for candidates who describe specific experience configuring Agility work orders and route sheets. Ask them to explain how they set up preventive maintenance triggers or capture labour time entries in the mobile app. A strong candidate details how they refined SLA-style targets and completion logic during a past rollout. Verify they understand both the web-based CMMS interface and the mobile solutions used by field technicians.

What deliverables does a SoftSols Group Agility specialist produce?

The specialist produces a configured Agility CMMS setup tailored to your asset management needs. They generate operational work-order records with defined tasks and priorities. You receive captured maintenance history and labour time entries from completed jobs. The specialist also submits completed route sheets and work-order completion records with relevant comments.

Can a SoftSols Group Agility specialist help with mobile workflows?

Yes, the specialist supports execution workflows using Agility Mobile solutions like Mobile Expert or Mobile Lite. They configure route sheets and ensure field technicians can update work-order status from their devices. This setup allows for real-time data capture and immediate status changes as maintenance tasks progress.