You will get Business Consulting & Strategy Roadmap to Branding & Marketing


Select service tier

  • Delivery Time 14 days
  • Live Consultation (Minutes) 30
Upwork Payment Protection

Fund the project upfront. Kevin gets paid once you are satisfied with the work.

Project details

Many businesses are operating less effectively because of two main reasons, because the business owners are not leveraging the appropriate tools to make their business operations run smoothly and seamlessly or the business owners are spending too much of their time working "in their business" rather than "on their business". While it may sound cliché, in my experience even a small dose of an outside perspective can make a huge impact in finding the right tools, identifying bottlenecks, and sometimes uncovering what may be the underlying issues slowing down operations.  
Industry eCommerce, Marketing & Advertising, Software
What's included
Service Tiers
Delivery Time
14 days
10 days
7 days
Live Consultation (Minutes)

Project steps

  • 1
    1. Consultation Meeting

    We will have a 30 minute meeting to discuss your business processes at a high level and I will seek to understand where you feel that a different approach would make an impact

  • 2
    2. Develop Roadmap

    I will deliver a high level strategy roadmap with at least 3 key areas of enhancement based on our conversation. If any software is involved I will lay out the pricing for that software and even offer alternatives that deliver the same service

  • 3
    3. Identify Areas for Automation & Delegation

    Any parts of your process that can be automated (done by code or software that performs the task) will be identified and tasks that can be delegated (list building, clerical activities, video uploads, social media, SEO, etc. will be identified)


  • 1
    30 minutes of your time
  • 2
    Your current online presence
  • 3
    Make a list of your 3 goals either short term or long term

Frequently asked questions

About Kevin

Kevin L.
Growth Strategy & Technology Optimization
Los Angeles, CA - 2:00 am local time
Independent Consulting Contractor
September 2017 – Present
● Managed multiple high-priority timelines using both agile and waterfall project planning
● Assisted a music academy with selecting the appropriate CRM tool for over 200 students and 20 teachers
● Drafted requirements and assessed the fit of over a dozen customizable scheduling softwares such as
Vagaro, Teachworks, Acuity Scheduling, and MindBody for a small business
● Worked effectively with small teams both collocated and remotely to enhance communication, mitigate
conflicts, align on metrics, and define objectives and scope
● Communicated risks to appropriate stakeholders in a timely manner to mitigate risks of missing
● Analyzed and documented the processes behind the client’s disparate legacy systems through a series of
workshops with department leads.
● Used Microsoft Excel to build 10 different data cleansing templates for the various legacy systems in
preparation for an ERP implementation
● Engaged with appropriate personnel to unblock issues by contacting vendors and off-shore support teams
● Created an organized methodology for tracking changes to and storing project documentation
● Established a project plan for integrating and testing a cloud-based security platform to protect the client’s
financial information by integrating with existing client APIs like Blackline (financial transaction tool)
● Developed business requirements for 6 unique systems at a major bank in preparation for enterprise level
data cleansing and shift towards a universal hub for managing users and user provisioning
● Held requirements workshop to gather an understanding of client’s existing systems and integrations in
preparation for an implementation of cloud-based security technology
● Created an automated process for client leverage preventative segregation of duties rules

Deloitte Consulting
May 2017 – September 2017
● Provided support for on-demand updates and managed the team during system cutover
● Built and facilitated system testing for Oracle Cloud Finance & Oracle Cloud Supply Chain modules for
two test cycles: System Testing and User Acceptance Testing
● Developed a high level timeline of 3 releases spanning 2 years for multiple implementations,
infrastructure, and reporting capabilities
● Rebuilt the 2 year implementation cost model to be driven by the individual software components broken
down by implementation and maintenance costs
● Resolved a list of over 50 financial transaction issues prior to merger deadline that had resulted as part of
the client’s previous ERP implementation in order to prepare the client for the upcoming merger
● Drove 100+ finance deals to closure based on an established client process by triaging with the client
controllers, vendors, and external consultants
● Managed 3 separate vendors’ technical project timelines in coordination with client’s merger date
● Established and managed project plan for multiple Oracle On-Premise divisions including development
team, functional team, and testing team
● Facilitated team meetings with both C-Suite client personnel, offshore team members, and consultants
● Held cutover workshops with finance division so that day-to-day tasks could be tracked during blackout
period and also established a rollback procedure
● Documented script changes and deviations according to GxP life sciences validation requirements