Overview We are a growing, privately held group of operating companies in the heavy equipment, equipment dealership, auction, rental, service, parts, and logistics industries. We are seeking an experienced Fractional Chief Information Officer to assess our current technology environment, develop a practical technology roadmap, and help lead the implementation of priority initiatives across multiple business units and locations. We are looking for a business-oriented technology leader who can help us improve: Systems integration Process automation and AI implementation Data and Inventory visibility CRM adoption and accountability Executive dashboards Phone system capabilities Cybersecurity oversight Vendor accountability Standardization across operating companies and locations The ideal consultant will be comfortable moving between strategy and execution. We do not need a report that sits on a shelf with no one to execute it. We need a leader who can identify priorities, simplify decisions, select the right vendors and tools, and help drive implementation. Business problem to solve Our businesses have grown across multiple operating models, systems, vendors, and locations. We need stronger visibility, more consistent processes, and better integration between the systems that support sales, inventory, rentals, service, parts, auctions, logistics, marketing, finance, and leadership reporting. We want to reduce duplicate data entry, improve the quality and timeliness of information, strengthen accountability, and give leadership trusted data for faster decision-making. Initial engagement We expect the initial engagement to include a structured technology and business systems assessment, followed by a prioritized roadmap. Phase 1 deliverables: Assess the current technology environment, including key systems, vendors, integrations, data flows, reporting processes, and operational pain points. Identify urgent risks, quick wins, and longer-term priorities. Develop a practical 12- to 24-month technology roadmap with sequencing, estimated resource needs, decision points, and recommended ownership. Evaluate our current phone system environment and recommend a plan for upgrade, vendor selection, and implementation. Recommend an approach to improve inventory visibility, including equipment locations, attachments, transfers, rental status, and related reporting needs. Develop a business intelligence and dashboard strategy for leadership reporting. Evaluate CRM adoption, data quality, workflow consistency, and sales management visibility. Identify practical AI and automation opportunities that can save time, improve reporting, strengthen customer response, and reduce repetitive manual work. Review cybersecurity posture, vendor coverage, disaster recovery, business continuity, and major risk gaps. Recommend an implementation governance model, including decision rights, project cadence, vendor accountability, and progress reporting. Likely implementation priorities The exact sequence will be finalized after the initial assessment, but current priorities include: Immediate priorities Technology assessment and systems inventory Phone system upgrade and implementation planning Practical AI strategy and initial use cases Inventory visibility improvements Data ownership and reporting standards Near-term priorities Executive dashboard development CRM optimization and adoption Integration between CRM, accounting, inventory, rental, dealership, auction, logistics, and marketing systems Reduction of duplicate data entry and spreadsheet-based reporting Vendor performance management Cybersecurity and continuity improvements Longer-term fractional CIO responsibilities Depending on fit and the assessment results, the selected consultant may continue in an ongoing fractional capacity to: Lead technology roadmap execution Oversee system selection and implementation projects Coordinate internal stakeholders and outside vendors Improve data governance and reporting reliability Develop executive dashboards and KPI visibility Support CRM adoption and process standardization Identify and implement workflow automation Guide responsible AI adoption Strengthen cybersecurity oversight Establish repeatable technology decision-making standards Provide executive-level recommendations on technology investments What this role is not This is not primarily a role for: Routine help desk management Printer, laptop, or desktop troubleshooting Server administration Basic managed IT support A pure software developer A consultant who only produces recommendations without implementation support We need someone who can translate business problems into practical technology solutions and help drive adoption across the organization. Required experience Candidates should have meaningful experience leading business systems improvement in a multi-location or multi-business operating environment. Strong candidates will have experience with several of the following: Fractional CIO, CIO, CTO, VP of Technology, enterprise applications, or technology transformation leadership Systems integration and enterprise architecture ERP, accounting, CRM, inventory, rental, or operational systems Business intelligence tools such as Power BI or Tableau Dashboard development and executive KPI reporting Data governance and reporting standardization Vendor selection, contract management, and implementation oversight AI use-case identification and workflow automation Cybersecurity oversight, disaster recovery, and business continuity Change management and user adoption Privately held, family-owned, founder-led, or entrepreneurial businesses Experience in equipment dealerships, distribution, rental businesses, logistics, construction, agriculture, automotive dealerships, industrial services, or other multi-location operational environments is strongly preferred but not required. Working style The right person will be: Business-oriented Practical and execution-focused Comfortable challenging unclear priorities Able to simplify complex decisions Comfortable working with ownership, executives, department leaders, branch teams, and outside vendors Willing to get into the details without losing strategic perspective Focused on measurable business outcomes rather than technology for technology’s sake Some onsite discovery work and periodic travel to company locations may be required. Please indicate your availability for onsite work in Pennsylvania and Maryland. What success looks like Success should produce measurable improvement in the business, including: Leadership has reliable visibility into key business metrics Reporting becomes faster, more automated, and more trusted Inventory locations and status are easier to understand CRM adoption and sales visibility improve Systems communicate more effectively Duplicate data entry and manual reporting are reduced Technology vendors are held accountable AI and automation create measurable productivity gains Cybersecurity risks are better understood and addressed Ownership spends less time searching for information and more time making decisions Please include the following in your proposal A brief description of two or three similar engagements you have led. An example of a multi-location, multi-business, dealership, distribution, rental, logistics, or operational environment you have supported. Your approach to the first 90 days of an engagement like this. Your experience with ERP, CRM, inventory, rental, accounting, phone, reporting, and business intelligence systems. Your experience implementing AI or workflow automation in a practical business setting. Your approach to vendor selection and vendor accountability. Your preferred engagement model, expected weekly availability, hourly or project rate, and ability to support onsite discovery work. Whether you personally lead the work or delegate significant portions of the engagement to other team members.

We are looking for a senior analytics and dashboarding expert to support a B2B demand generation sprint for an enterprise data and AI consulting firm. The work will focus on auditing the current Google Analytics setup, evaluating campaign and conversion tracking quality, and building or enhancing a Sigma dashboard that gives leadership visibility into demand generation performance from top-of-funnel activity through qualified pipeline. This is not a generic web analytics reporting project. We need someone who understands B2B demand generation, lead lifecycle reporting, source taxonomy, campaign attribution, HubSpot/Salesforce data considerations, and executive-level dashboard design. Sigma Dashboard Build Build or enhance a Sigma dashboard that connects website, campaign, HubSpot, Salesforce, and/or available warehouse data where access allows. Create views that allow the team to understand: Website traffic by source/channel Campaign performance Conversion activity Lead volume and quality Funnel-stage progression Source/channel contribution Pipeline visibility where available Reporting gaps or data quality limitations Design the dashboard for both operating review and executive-level visibility. Make the dashboard easy to interpret, maintain, and expand as demand generation activity matures.

We're a data and AI consultancy looking for a senior Power BI consultant to deliver a labor dashboard for a senior living provider. This is design-led work, not a build-from-scratch reporting engagement. You'll take high-fidelity Figma mockups and reproduce them faithfully in Power BI. We're looking for someone who understands both UX and Power BI and can identify what does and doesn't translate before designs are finalized. The dashboard will be built on the client's existing enterprise data warehouse and Power BI environment, including row-level security. The semantic model isn't complete, so you'll be expected to write robust DAX measures (maybe SQL views) to bridge modeling gaps rather than relying on a fully finished model. This is a client-facing, white-labeled consulting role. You'll represent our team directly, present your work to senior business stakeholders, and communicate professionally throughout the engagement. The work doesn't end at deployment. You'll document the Power BI solution, KPIs, and measures, and create end-user training materials so the client can confidently own the solution after handoff. Must-Haves Expert Power BI, DAX, and data modeling skills Strong SQL, including writing views to support reporting requirements Proven experience translating Figma or UX designs into production Power BI dashboards Excellent eye for layout, visualization, and user experience Experience documenting Power BI solutions, KPIs, and calculations for both technical and business audiences Ability to create end-user training materials Comfortable presenting to business stakeholders and managing client feedback Nice to Have Experience with senior living, healthcare, workforce, labor, or operational analytics Hourly engagement with a near-term start and defined delivery timeline. If you knock this project out of the park, there could be future opportunities. We regularly deliver enterprise Power BI, data engineering, AI, and analytics projects.

Job Description We are looking for an experienced data engineer / BI modernization consultant to assist with a Phase 1 data modernization implementation for a mid-market company moving from legacy reporting tools into a modern Snowflake-based analytics environment. The project involves building out a Snowflake data foundation, supporting ingestion planning and implementation, helping replace legacy Qlik dashboards and Excel refreshables, and assisting with the setup and development of dashboards in Apache Superset hosted through Preset. This is not a simple dashboard-only role. We need someone who can work across data discovery, source inventory, data modeling, ingestion, dashboard migration, and documentation. The ideal candidate is comfortable working in partially discovered environments where some of the work involves identifying what exists, documenting it clearly, and then helping migrate or replace it. Core Responsibilities The selected contractor will assist with some or all of the following: Data Source Inventory Develop and maintain an itemized inventory of data sources relevant to reporting and analytics, including source name, owner, business function, access method, refresh frequency, downstream dependencies, and recommended ingestion method. Refreshables Inventory and Replacement Inventory Excel refreshables and similar spreadsheet-based reports, including file location, use case, owner, refresh method, dependencies, embedded formulas/macros/Power Query logic, and recommended disposition. Assist with replacing, consolidating, redesigning, or retiring these refreshables as part of the modern reporting environment. Dashboard Inventory and Migration Inventory current dashboards, especially Qlik dashboards, including current purpose, audience, source dependencies, embedded logic, refresh schedule, metrics, required migration work, and final destination. Assist with rebuilding, redesigning, consolidating, or retiring dashboards in Preset/Superset. Snowflake Data Modeling Help design and implement the initial Snowflake database structure and data model, including landing, staging, core, and mart layers where appropriate. Support development of initial fact/dimension structures, reporting marts, canonical definitions, and naming conventions. Data Ingestion Planning and Implementation Help document and implement data import methods by source, including Airbyte, Snowpipe, Snowflake-native loading, file-based ingestion, API-based ingestion, or custom connector approaches. Microsoft Access Replacement Assessment Help identify Access databases or Access-based reporting assets that need to be replaced, retired, rebuilt, or replicated in Snowflake and Superset. Preset / Apache Superset Dashboard Development Assist with configuring Superset / Preset, connecting it to Snowflake, building datasets, creating charts and dashboards, validating outputs, and documenting dashboard logic. Documentation and Knowledge Transfer Create clean, client-ready documentation, including source inventories, dashboard registers, data import method plans, data model notes, known-issues registers, and migration disposition trackers. Required Skills Strong candidates should have experience with: * Snowflake database design and implementation * SQL data modeling for analytics * Building reporting marts or semantic layers * Data ingestion into Snowflake * Airbyte or similar ELT tools * Snowpipe or file-based ingestion patterns * Apache Superset and/or Preset * BI dashboard migration or modernization * Qlik dashboard analysis or migration experience * Excel reporting, Power Query, ODBC connections, macros, or refreshable reporting workflows * Microsoft Access reporting/database analysis * Data documentation and technical inventory creation * Translating business reporting needs into data models and dashboards Nice-to-Have Experience * Epicor Prophet 21 / P21 data experience * ERP reporting migration experience * Finance, sales, operations, inventory, or supply-chain reporting experience * Experience replacing Qlik with Superset, Power BI, Tableau, Looker, or similar tools * Experience working with messy legacy reporting environments * Experience supporting executive reporting or KPI standardization * Git-based analytics development workflows * Data quality testing and reconciliation experience Work Style Required We need someone who is: * Detail-oriented and highly organized * Comfortable documenting unknowns and dependencies * Able to work independently with limited handholding * Strong at asking precise technical questions * Practical and implementation-focused * Able to communicate clearly with both technical and business stakeholders * Comfortable working in an environment where the current-state architecture may be incomplete or poorly documented Expected Deliverables The contractor may contribute to the following deliverables: * Itemized data source inventory * Itemized refreshables inventory * Itemized dashboard inventory * Qlik dashboard migration / disposition register * Access reporting replacement assessment * Snowflake database design notes * Snowflake schemas, tables, views, and reporting marts * Data import method plan * Ingestion pipeline setup or implementation support * Preset/Superset datasets, charts, and dashboards * Dashboard validation and reconciliation notes * Documentation for handoff and knowledge transfer Project Duration and Availability Estimated duration: 8–12 weeks, with potential for follow-on work. Expected availability: approximately 10–25 hours per week, depending on skillset and project phase.

Guardian Senior Solutions GoHighLevel + Retell AI Build — Job Posting & Scope of Work Posted by: Paul · Guardian Senior Solutions (GSS) Orange County, California — remote contractor accepted Project overview Guardian Senior Solutions (GSS) is a direct-to-consumer senior care navigation platform in Orange County, California. We are a conflict-free alternative to referral platforms like A Place for Mom — we coordinate care, legal, financial, and home equity needs for senior families rather than operating as a care provider ourselves. We need a GoHighLevel (GHL) build that automates our lead-to-appointment pipeline end to end: from the moment a lead comes in (web form, paid ad, social DM, referral) through AI-driven outreach (voice via Retell AI, SMS, email) to a booked assessment appointment with one of our case managers, by phone or in person. This is a real-time-sensitive use case — families reaching out are often in or near a care crisis, so speed and reliability of follow-up directly affects whether we can help them. What success looks like • A lead that fills out a form, comments on a social post, or calls in gets a response within 5 minutes, every time, with no silent failures. • Qualified leads are automatically routed into a clear pipeline and booked onto a case manager's calendar without manual intervention. • We can see, in one dashboard, exactly where every lead is and whether any have gone stale. • The system is documented well enough that we are not permanently dependent on the person who built it. Scope of work 1. Core GHL architecture • Build a 6-stage lead pipeline: New Lead → Contacted → Nurturing → Appointment Booked → Consultation Complete → Not Ready / Lost. • Configure custom fields: care urgency (1–5), who care is for (self / parent / spouse), homeowner Y/N, estimated home value, legal documents in place Y/N, lead source. • Set up lead source tagging across all channels: Google Ads, Meta Ads, organic/social, referral partner (by name), direct, and any purchased lead lists. • Build a reporting dashboard tracking: leads by source, speed-to-contact, appointment conversion rate, show rate, and pipeline value by stage. 2. Retell AI voice integration • Integrate Retell AI with GHL so that a new lead triggers an outbound AI voice call within 5 minutes of form submission. • Build fallback logic: if the call is not answered, automatically fall back to SMS rather than silently dropping the lead. • Configure the call outcome (answered / voicemail / booked / declined) to write back into the GHL contact record and move the pipeline stage accordingly. • Work with us to finalize the AI voice script and qualifying questions (we have a draft framework already). 3. Lead nurture automation • Build the speed-to-lead workflow: AI call + SMS on form submit, second call attempt at 1 hour, email at 2 hours, manual task created for a human follow-up at 24 hours if still unresponsive. • Build a 21-day nurture drip for leads not yet ready to book, mixing educational email content with SMS check-ins (content outline will be provided). • Build appointment confirmation and reminder sequences (instant confirmation, 24-hour reminder, 1-hour reminder) via email and SMS. • Build a post-consultation follow-up sequence including a same-day summary, a 3-day check-in, and a 7-day review request (conditional on a positive-outcome tag). 4. Social + email content engine • Set up GHL's Social Planner across Facebook, Instagram, LinkedIn, and TikTok with an approval workflow so content is AI-drafted but human-approved before publishing. • Set up a weekly email campaign workflow: AI-assisted draft, human approval step, then send. • Connect inbound engagement (Facebook/Instagram DMs and comments, web chat, SMS, email replies) to GHL Conversations and route qualified leads into the Conversation AI for qualification. • Flag clearly in writing if TikTok DM-to-CRM integration is not currently supported natively by GHL, and propose a workaround if one exists. 5. Appointment booking & case manager routing • Integrate calendar booking (Calendly or GHL's native calendar) so qualified leads can be booked directly onto the correct case manager's calendar, distinguishing between phone and in-person assessment appointment types. • Build routing logic if we have more than one case manager (e.g., by territory, availability, or caseload). 6. Reliability, testing, and handoff • Idempotency checks so a lead submitting twice, or a webhook firing twice, does not trigger duplicate calls or duplicate pipeline entries. • A staging/test mode so new or modified workflows are tested with dummy leads before going live. • Monitoring or alerting so we are notified if a workflow breaks or a lead has gone untouched for more than 2 hours. • Full written documentation of every workflow, automation, and integration built, in plain language we can hand to a future hire if needed. • A 30-minute live walkthrough/training call upon completion. Requirements • Demonstrated prior experience integrating Retell AI (or a comparable AI voice platform) with GoHighLevel. Please describe your specific integration approach in your application — this is the single most important qualifier for this role. • Strong working knowledge of GHL workflows, pipelines, Conversations, Social Planner, and custom fields. • Experience with webhook-based integrations and basic error handling / fallback logic. • Prior experience in healthcare, home services, senior care, or another high-urgency, high-trust service business is a strong plus. • Clear, responsive communication — we will be working closely together through build and testing. How to apply 1. Confirm you have integrated Retell AI (or similar) with GoHighLevel before, and briefly describe how you approached it. 2. Share 1–2 examples of GHL builds you've done for service businesses, ideally with multi-channel lead nurture. 3. Provide your estimated timeline and a flat-fee quote for the full scope above (we prefer fixed pricing over hourly for this project). 4. Let us know your availability to start. We have a detailed internal spec (pipeline stages, message templates, and workflow logic) ready to share with serious candidates upon request.

We're a 30-year, family-owned home improvement company in Michigan. We run a modern but disconnected software stack and we're looking for a developer to connect the pieces, automate manual work, and build reporting that actually gets used. This is project-based contract work to start, with steady ongoing work for the right person. Not a full-time role. What you'd be working on: Our tools don't talk to each other and too much still runs on manual data entry and spreadsheets. We want someone who can look at a workflow, find the bottleneck, and build the fix. Examples of projects on our list: Replace an antiquated Google Sheets scheduling system with something modern and connected Build and maintain integrations between our core tools (CRM, call tracking, phone, accounting) Build BI and reporting dashboards that pull from multiple sources into one clear view Automate manual data entry, lead routing, and reporting tasks Set up AI-assisted tooling where it makes sense (call summaries, automated reporting, data cleanup) Our stack: JobNimbus (CRM, system of record) CallRail (call tracking, ~50 numbers) RingCentral (phone) Rilla (sales conversation analysis) QuickBooks (accounting) Google Ads and Facebook Ads Google Sheets / Google Workspace You should have: Strong experience with API integrations and connecting SaaS tools (Zapier/Make is fine for some of it, but we want someone who can write custom code when the no-code tools fall short) Experience building reporting dashboards or BI tools Comfort with one or more CRM platforms (JobNimbus experience is a big plus) Ability to scope a problem, propose a solution, and ship it without heavy hand-holding Clear written communication and the ability to explain technical work to non-technical people Nice to have: Experience with JobNimbus, CallRail, RingCentral, or QuickBooks specifically Experience building AI-assisted workflows (LLM-based summaries, data extraction, etc.) Experience in home services, construction, or contracting businesses

The Client seeks an experienced AI development team to design and build a secure web-based document intelligence platform capable of analyzing multiple related documents, extracting key information, identifying inconsistencies, and generating issue reports. The platform will support complex document sets where information must remain consistent across multiple files and versions. The initial scope focuses on document ingestion, data extraction, cross-document analysis, issue identification, and reporting. Business Objective Develop a scalable SaaS application that enables users to: • Upload and organize multiple related documents • Extract key terms, dates, parties, financial values, and references • Compare information across documents • Identify inconsistencies and missing information • Generate issue reports and review summaries • Maintain document version history • Provide an intuitive dashboard for issue management Phase 1 – Document Ingestion and Processing Requirements Develop a secure document upload module supporting: • PDF • Microsoft Word (.docx) • Microsoft Excel (.xlsx) • Text files System shall: • Extract text from uploaded files • Preserve document structure • Capture headings and section hierarchy • Process tables and schedules • Index document content for search and retrieval Phase 2 – Data Extraction Engine The platform shall automatically identify and extract: • Defined terms • Parties and entities • Dates • Numerical values • References to exhibits and schedules • Section references • Key metadata Extracted information shall be stored in a searchable database. Phase 3 – Cross-Document Consistency Review The platform shall compare extracted information across multiple documents and identify: • Inconsistent terminology • Conflicting dates • Conflicting numerical values • Missing references • Undefined terms • Duplicate provisions • Broken cross-references Examples include: • Same entity referenced using multiple names • Different numerical values for the same item • References to sections that do not exist • Missing exhibits or attachments Phase 4 – AI Review and Issue Identification The platform shall integrate a Large Language Model (LLM) to perform contextual analysis. The AI engine shall: • Summarize document contents • Identify potential drafting inconsistencies • Highlight missing information • Generate issue descriptions • Assign issue severity levels • Provide suggested corrective actions Phase 5 – Dashboard and Reporting Develop a web-based dashboard including: Transaction Workspace • Document list • Upload history • Processing status • Review status Issue Tracker • Issue category • Issue severity • Source document • Description • Resolution status Search Functionality Search by: • Term • Date • Party • Numerical value • Document name Reporting Generate downloadable reports in PDF and Excel format. Technical Requirements Frontend • React or Next.js Backend • Python • FastAPI preferred Database • PostgreSQL Vector Database • Pinecone, Weaviate, or Chroma AI Integration • OpenAI API • Anthropic API • Retrieval-Augmented Generation (RAG) architecture preferred Security Requirements • User authentication • Role-based permissions • Encrypted document storage • Audit logging • Secure API access Deliverables Functional web application Source code repository Database schema API documentation Deployment documentation Administrator guide User guide Ownership and Intellectual Property All work product, source code, documentation, specifications, workflows, business logic, prompts, training materials, and derivative works developed under this project shall be deemed works made for hire and shall be the sole and exclusive property of the Client. Contractor shall assign all intellectual property rights to the Client upon creation. Contractor shall not reuse, disclose, distribute, or commercialize any portion of the work product without the Client’s prior written consent.

About Us Paragon International, Inc. is a U.S.-based manufacturer of commercial concession equipment and food service products. We receive purchase orders from customers such as Amazon, Home Depot, distributors, school systems, and other commercial customers. Orders arrive by email in many different formats, including PDFs, Word documents, Excel spreadsheets, scanned documents, and occasionally photographed purchase orders. We are looking for an experienced AI Automation Engineer to design and build a production-ready system that automates our entire order intake process. This is not a simple chatbot project. We need someone who has successfully built business automation systems that combine AI, OCR, document processing, APIs, and workflow automation. Project Overview The system will monitor one or more Gmail inboxes continuously and automatically process incoming emails and attachments. The workflow should: * Monitor Gmail 24/7 for new incoming emails. * Download all attachments automatically. * Read: * PDF files * Microsoft Word documents * Excel spreadsheets * Scanned PDFs * Image files (JPG, PNG, TIFF, etc.) * Photographs of purchase orders * Use OCR when required. * Use AI to determine whether the email is: * Purchase Order * Quote Request * Cancellation * Return/RMA * Customer Inquiry * Other * Identify the customer automatically. * Extract all order information into a standardized data structure. * Detect duplicate purchase orders. * Automatically print valid purchase orders to our network printer. * Save documents into organized folders. * Rename files using a consistent naming convention. * Move processed emails into Gmail folders/labels. * Generate logs for auditing and troubleshooting. ## Future Phases The initial project focuses on reliable document processing and printing. Additional phases may include: * Sage 100 ERP integration * Automatic sales order creation * Inventory verification * Customer acknowledgment emails * Shipping workflow automation * Dashboard and reporting * AI exception handling * Multi-location printing We are looking for a long-term development partner who can continue improving the system over time. ## Required Skills Please apply only if you have strong experience with most of the following: * OpenAI API / ChatGPT API * Gmail API * OCR technologies (Tesseract, Azure Document Intelligence, Google Vision, AWS Textract, or similar) * Intelligent Document Processing (IDP) * PDF parsing * Workflow automation * Python * REST APIs * Windows automation * Network printing * Error handling and logging * AI document classification Experience with the following is a significant advantage: * n8n * Microsoft Power Automate * Make.com * ERP integrations * Sage 100 * Purchase Order processing * Manufacturing or distribution businesses ## Deliverables The completed solution should: * Run continuously with minimal supervision. * Be reliable enough for production use. * Handle errors gracefully. * Be well documented. * Be easy for our staff to maintain. * Be scalable as our order volume grows. ## To Apply Please include: 1. A description of similar automation projects you have completed. 2. Which automation platform you recommend (Python, n8n, Power Automate, Make, or another solution) and why. 3. Examples of AI document processing or OCR projects you've built. 4. Your experience integrating with ERP systems. 5. Your estimated timeline. 6. Your hourly rate or fixed-price proposal. Please begin your proposal with the phrase: **"I have built AI document automation systems."** This helps us identify applicants who have carefully read the project description. We are looking for a long-term partner, not just someone to complete a single project. If this project is successful, additional work will include ERP integration, warehouse automation, customer service automation, purchasing automation, and AI-driven business process improvements.

HudsonLogic is expanding its network of Workday Adaptive Planning professionals for current and future client engagements. We are seeking consultants, developers, administrators, reporting specialists, and solution architects who can contribute across full life-cycle implementations, enhancements, support, reporting, and integrations. About the Work: Our Workday Adaptive engagements may include: • New Workday Adaptive implementations • Enhancements to existing Adaptive environments • Budgeting, forecasting, planning, and close-cycle support • Model, sheet, dashboard, and report development • Financial statement and management reporting • OfficeConnect development and support • Integration design, development, and troubleshooting • Data loading, mapping, validation, and reconciliation • Security, workflow, and administrative configuration • Documentation, optimization, and process improvement Roles We Are Seeking: • Developer: Sheets, accounts, formulas, workflows, dashboards, reports, imports, exports, and model logic • Administrator: Security, users, dimensions, levels, versions, configuration, and platform administration • Architect: Solution design, model architecture, best practices, discovery, and client advisory • Reporting Specialist: Financial reporting, management reporting, dashboards, board reporting, and OfficeConnect • Integration Specialist: ERP, payroll, HRIS, CRM, data warehouse, APIs, loaders, mappings, and data validation Desired Experience: Candidates should possess experience in some or all of the following: • Workday Adaptive Planning configuration and administration • Modeled sheets, cube sheets, standard sheets, assumptions, and accounts • Adaptive formulas, calculated accounts, shared formulas, and model logic • Financial planning, budgeting, forecasting, and reporting processes • Dashboards, reports, matrix reports, and OfficeConnect • Data imports, exports, mappings, and integration troubleshooting • User security, workflow, process tracking, and access management • Client-facing requirements gathering and solution development Additional experience that is highly valued: • Implementing Adaptive Planning from the ground up • Taking over environments built by another consulting team • ERP, payroll, HRIS, CRM, BI, or data warehouse integrations • Working directly with CFOs, Controllers, FP&A leaders, and finance teams Engagement Model Work may be assigned based on project demands, client requirements, consultant expertise, and availability. Work may include: • Project-based implementation work • Fractional architect or developer engagements • Planning and forecast-cycle support • Reporting and dashboard initiatives • Enhancement and optimization initiatives • Advisory and solution architecture engagements Assignments will be based on client demand, consultant expertise, availability, and project fit. Ideal Candidates: • Strong technical expertise in Workday Adaptive Planning • Comfortable working independently and directly with clients • Strong consulting skills • Able to diagnose issues and recommend practical solutions • Organized, detail-oriented, and capable of documenting work • Curious and adaptable • Professional, reliable, and accountable What to Include in Your Response: • Summary of your Workday Adaptive experience • Areas of expertise and specialization • Examples of relevant projects • Industries supported • Availability and preferred engagement model • Preferred hourly rate • Certifications and credentials • Experience working directly with finance and FP&A teams About HudsonLogic HudsonLogic is an AI-forward data, analytics, and enterprise systems consulting firm. We help organizations design, build, and operationalize modern data and analytic ecosystems across data platforms, analytics, enterprise performance management, agentic AI, automation, and AI-enabled workflows. Our capabilities span data strategy, data architecture, data engineering, analytics, BI, enterprise performance management, financial reporting, workflow automation, agentic AI, and decision support. We work at the intersection of technology and business, helping organizations improve data quality, streamline processes, and make better decisions. Our culture is collaborative, flexible, and team-oriented. We value ownership, clear communication, technical excellence and business acumen. We seek consultants who enjoy solving challenging problems, working directly with clients, and have a passion for what they do.

# Zapier & AI Automation Specialist for Growing Coffee Catering Company ## Overview Pretty Good Coffee Company is a premium mobile coffee catering company based in Raleigh, NC. We serve corporate events, employee appreciation events, universities, weddings, brand activations, and private events throughout North Carolina. We're looking for an experienced automation specialist to help us build practical systems using Zapier, AI tools, Gmail, and our existing software stack. Our goal is not simply to automate tasks. We want to create systems that improve client experience, increase sales conversion, reduce administrative workload, and help us scale operations without sacrificing hospitality. ## Primary Project: Quote Follow-Up Automation Our highest priority is building an automated quote follow-up system. Current workflow: * Lead submits inquiry * Quote is created and sent through booking platform * Follow-up is currently handled manually Desired workflow: * Detect when a quote is sent * Extract relevant quote details * Use AI (Google AI Studio/Gemini) to generate personalized follow-up emails * Create Gmail drafts (not auto-send) * Trigger additional follow-ups after specific time periods * Maintain a natural, human, hospitality-focused tone We have already begun building this workflow but need an expert to finish and optimize it. ## Future Automation Opportunities After the initial project, we'd like help building additional automations such as: ### Sales * Lead response automation * Quote follow-up sequences * Lead scoring and prioritization * Client re-engagement campaigns * CRM updates and pipeline tracking ### Operations * Automatic event briefs * Staff communication workflows * Event assignment notifications * Calendar and scheduling automations * Inventory forecasting ### Marketing * Review request automation * Testimonial collection * Client nurture campaigns * Social media/content workflows * Monthly reporting dashboards ### Executive Reporting * Weekly business summaries * Lead tracking * Conversion reporting * Revenue dashboards * Operational KPI reporting ## Current Tech Stack * Flashquotes * Zapier * Gmail / Google Workspace * Google AI Studio (Gemini) * Google Sheets * Google Drive Additional platform recommendations are welcome if they simplify operations. ## What We're Looking For * Strong Zapier experience * Experience with AI integrations (Gemini, OpenAI, Claude, etc.) * Experience troubleshooting API and webhook workflows * Ability to think through business processes, not just build automations * Clear communication and documentation * Ability to recommend simpler solutions when appropriate ## To Apply Please include: 1. Examples of similar automation projects you've built. 2. Your approach to quote follow-up and sales automation. 3. Your preferred hourly rate or fixed-price estimate for the initial project. 4. Any recommendations you would make based on the information above. We're looking for a long-term automation partner, not just a one-time freelancer.