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Tai Shobajo

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Business Systems Consultant Needed to Improve Operations, Reporting & Workflows

Combined

77

Fit

100

Quality

30

Difficulty

30

Approved — draft proposal below

Job Description

Cleaned for readability so you can scan the ask faster.

Posted 7 minutes ago Only freelancers located in the U.S. may apply. Summary We are a growing small-to-medium-sized business looking for an experienced consultant to help us improve how we manage our operations and internal systems. As we've grown, many of our processes have developed organically and now rely on a mix of spreadsheets, manual workflows, and disconnected tools. We need someone who can first understand how our business operates, identify inefficiencies and gaps, and then help us design and implement better systems. Areas we would like help with include operational workflows, management reporting and KPIs, financial/operational data, process automation, and improving how information moves between different parts of the business. We are not looking for someone to simply build a spreadsheet or implement a specific piece of software. We want someone who can understand the business problem, recommend practical solutions, and then help us implement them using the appropriate tools. The right person will have strong business and operations experience along with the technical ability to implement solutions. Depending on what we uncover, solutions could involve improving existing spreadsheets, dashboards and reporting, workflow automation, CRM/internal systems, or potentially developing more customized internal tools. We'd like to start by reviewing our current processes and identifying the highest-priority opportunities, then develop an implementation plan and work through improvements in phases. Less than 30 hrs/week Hourly 1 to 3 months Duration Expert I am willing to pay higher rates for the most experienced freelancers $20.00 - $80.00 Hourly Project Type: Ongoing project Skills and Expertise Mandatory skills Business Analysis Business Management Nice-to-have skills Business Development Business Writing Preferred qualifications Activity on this job Proposals: Less than 5 Interviewing: 0 Invites sent: 0 Unanswered invites: 0 Send a proposal for: 18 Connects

Proposal

AI-generatedCustom Portal / Membership

Last updated 8/18/2026, 7:17:34 PM

Proof pulled from 3 relevant past wins.

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Hi there, You're not looking for someone to clean up spreadsheets. You're looking for someone who can see the whole system, spot where time and information get lost, and then fix it in a way that doesn't break next quarter. I read your post carefully, and I recognize the pattern. The business outgrew the tools, the tools multiplied to fill gaps, and now you're spending more time managing the workarounds than running the business. That weight adds up. Here's how I'd run this: 1. Walk through your current operation with the people who use these systems daily. Not to audit them, but to map the real workflow, not the intended one. I want to see where information gets re-entered, where delays happen, where someone has to ping three people for the same update. 2. Identify the highest-cost inefficiencies. Not the most annoying ones. The ones that cost you time, clarity, or money every single week. Usually it's reporting that should be automatic but isn't, or handoffs between teams that rely on someone remembering to do something. 3. Design practical fixes. Sometimes that's tightening an existing spreadsheet and automating the parts that don't need a human. Sometimes it's linking tools that should already be talking to each other. Sometimes it's building a lightweight internal dashboard so leadership can see KPIs without asking for them. The solution fits the problem, not the other way around. 4. Implement in phases. You stay in control of pace and budget. We focus on one improvement at a time, test it with your team, adjust if needed, then move to the next. I've built internal operations tools, automated workflows between disconnected systems, and designed reporting dashboards for growing businesses that needed visibility without hiring analysts. This maps cleanly to what you're describing. If this direction feels right, tell me which part of your operation frustrates you most right now. I'll outline a specific first phase so you can see exactly what this would look like in practice. Trust, Tai
Rate:
$/hr

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Competition

Proposals
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CAT Found It
8/18/2026, 7:16:14 PM

Opportunity Flags

multi-keyword matchfresh postinghigh fit, limited client data — review manuallystrong DNA match

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