Workflow Consulting Jobs

I need an IntakeQ specialist to help with setup and customization. Key Tasks: - Form Building: Create patient intake and consent forms. - Workflow Configuration: Set up and customize workflows. - Integration: Connect IntakeQ with other tools. Ideal Skills & Experience: - Proficiency in IntakeQ - Experience with form building and workflow configuration - Familiarity with integrating various software tools

I am looking for an experienced Sales & Marketing Consultant (preferably with real estate experience) who can help me build and implement a complete sales system for my business. Scope of Work: 1. Sales Team Structure Design: * Define roles and responsibilities for: * Sales Head * Sales Executive (CP Plan) * Outdoor Sales Executive 2. SOP, KPI & JD Development: * Create Standard Operating Procedures (SOP) * Define Key Performance Indicators (KPI) * Prepare Job Descriptions (JD) for each role 3. Target & Incentive System: * Daily, weekly, and monthly targets: * Calls * Site visits * Bookings * Design incentive structure and calculation model 4. Sales Process & System: * Lead to closure process * Follow-up system * Customer handling framework 5. Reporting &...

I need a Microsoft Power Automate Desktop (PAD) flow designed specifically for daily bank reconciliation tasks. The workflow will primarily interact with an online banking portal to pull bank statement data. Additionally, it will need to integrate with internal sheets to support the reconciliation process. The primary goal is to create an efficient, automated system that can handle routine reconciliation tasks by connecting these data sources seamlessly, extracting the relevant information, and flagging discrepancies where necessary. If you have expertise in building PAD flows and working with similar setups involving online portals and internal spreadsheets, I’d love to collaborate with you on this project. The final deliverable should be a fully functional PAD flow ready for depl...