Hire the Best Business Process Reengineering Specialists

I am Erin Isaacson, an operations and resilience consultant and founder of Pacific Crest Digital Solutions. I support organizations by improving communication, strengthening their content and messaging, refining internal processes, and developing clear processes that align teams and support day to day operations. My work spans multiple sectors, including technology, trades, emergency management, real estate, and other small business operations. I began freelancing in 2019 and transitioned to full time consulting in 2021. I work with a trusted network of specialists who support design, editing, platform setup, and research. This collaborative model allows me to scale support and deliver targeted solutions based on each project’s needs. What I Do Best Operational Consulting and Project Oversight Providing workflow guidance, process assessments, and project management with a focus on clarity, efficiency, and sustainability. Marketing and Content Strategy Helping organizations build a consistent digital presence through structured planning, clear messaging, and strategic content development. Platform and System Support Working within platforms such as Zoho, Microsoft Dynamics, SharePoint, Asana, Monday.com, and other systems to help clients organize information, streamline workflows, and improve user experience. SEO and Content Creation Turning complex topics into clear, engaging, and accessible content that supports visibility and strengthens audience understanding. Compliance and Technical Documentation Creating accurate and well-structured documentation for regulated fields including defense, SaaS, engineering, cybersecurity, and healthcare. My Process Every engagement begins with a Q and A call to clarify goals, understand current challenges, and determine the level of support needed. From there, I recommend ongoing monthly services or a firm fixed price project with clearly defined deliverables and timelines. If you have upcoming content, documentation, or operations needs, I am always open to connecting. I am responsive, solution focused, and committed to helping organizations communicate clearly and operate with confidence.

You already know you're the bottleneck in your business. Every decision, every approval, every fire routes back to you. And now everyone's piling on about AI, too. Here's what they're missing: AI can't run a business that lives in your head. The tools aren't the hard part. The hard part is getting the business out of your head. And that's what I do. In practice, that means: - Turning how the work runs from something in your head into systems your team—and your AI—can actually run - Standing up the project-management structure, KPIs, and accountability that make delivery visible instead of living in your head - Delegating decisions to your team (with guardrails), not just the tasks, so people stop waiting on you - Bringing AI and automation in where they remove real busywork. They need to be aimed at the right problems, the right way Some of my accomplishments: 40 hours/week recovered for founders, 98% client repeat engagement, 200+ workflows systemized, and 20+ years in operations. On Upwork alone, I've earned $300K+ with 100% Job Success. I'm senior and hands-on, but I don't waste your hours on low-leverage work. Rather, I architect the systems and bring in specialists to execute to specifications, the same "right person on the right task" principle I'll build into your business. Clients tend to see around $40K a year in savings along the way, while saving on average 10+ hours a week. The point is to get you out of the middle of everything. The cost savings are just a bonus. **Engagement options:** $125/hour or fixed-fee projects starting at $3,000, based on scope.

I help founders and growing businesses improve how work gets done by simplifying operations and building systems that scale. Most clients already have SOPs, tools, and documentation—but execution is still messy. Tasks fall through the cracks, ownership is unclear, and processes exist on paper but don’t work in practice. That’s where my approach is different. The Strategy: I don’t start with SOP documentation—I start by fixing the system.I take a top-down view of how work actually flows, identify constraints and decision bottlenecks, and redesign workflows so execution is clear and ownership is explicit. Once the process works in practice, I document it into lean, repeatable systems that reduce manual effort, improve accountability, and support long-term growth. What I specialize in: Business process improvement & workflow optimization Operations management for startups and small businesses Process mapping, gap analysis, and bottleneck identification SOP documentation and process standardization Systems building using tools like ClickUp, Airtable, and automation platforms OBM-style operational support for scaling teams My work emphasizes operational clarity and disciplined execution—without adding unnecessary layers. Best fit clients: Business owners scaling operations or teams Companies with undocumented or inconsistent processes Founders who feel busy, overwhelmed, or operationally stuck If you need someone who can see the whole system, improve it, and then document it properly, I can help. 📩 Send me a message and tell me where your operations feel stuck—I’ll help you identify what’s slowing things down and how to fix it.

Technical Business Analyst, Product Manager & Project Management Consultant with 16+ years of experience delivering data-driven digital solutions in 4 core industries: 🔹Banking 🔹Fintech 🔹Insurance 🔹Human Resources My tenure with Tier-1 organizations like JP Morgan Chase ( 7 Years) , Capgemini (4 Years ) , and Aon Hewitt (2 Years) has endowed me with: 🔹Deep domain expertise 🔹A proven track record of driving results in high-stakes enterprise environments I specialize in: 🔹Evaluating systems, processes, and user experiences 🔹Bridging the gap between business stakeholders and technology teams 🔹Translating ambiguous business problems into clear, structured requirements, process designs, and actionable delivery plans Whether you need: 🔹 A Business Requirements Documentation (BRD) crafted from scratch 🔹 Functional Requirements Documents (FRD) 🔹 User Stories & Acceptance Criteria 🔹 Agile/Scrum Documentation 🔹 An Agile team led through a complex sprint cycle 🔹 A system implementation managed end-to-end 🔹 UAT Planning & Support 🔹 Process Flow Diagrams 🔹 Gap Analysis 🔹 Data Mapping & Workflow Documentation 🔹 Stakeholder Communication 🔹 Project Coordination & Delivery Support I bring structured thinking, strong communication, and enterprise-level execution to every engagement. 𝗞𝗘𝗬 𝗘𝗫𝗣𝗘𝗥𝗧𝗜𝗦𝗘 📌 Business Analysis Requirement Gathering • Functional Analysis • Documentation • Technical Writing • Workflow Analysis • Process Improvement • UAT • Functional Testing • Production Support • Business Process Design • SOPs • Roadmap Delivery 📌 Agile & Project Management Sprint Planning • User Stories • Backlog Management • Stakeholder Management • Risk Assessment • Status Reporting • Vendor Coordination 📌 Domain Expertise Banking • Credit Cards • Fintech • Insurance • HR Systems • Clinical Research • Data Management 📌 Data & Technical Skills SQL • SAS • Informatica • Teradata • ETL • Data Mapping • Data Quality • Reporting 📌 Tools & Platforms Jira • Confluence • MS Excel • MS Project • SharePoint • Tableau • Power BI • Salesforce CRM • ERP Oracle HCM, SAP HR 📌 Methodologies Agile • Scrum • Waterfall • SAFe ✅ Why clients work with me: ✔ I offer a unique combination of Business Analyst, Project Manager, Product Manager, Client Engagement Manager, Client Interview, Operation Consultant, Operation Manager, Business Manager, Technical Business Analyst, Operation Team Member, Business Development Manager and communication leadership roles which are typically handled by separate resources. ✔I serve as a central coordination partner across clients, stakeholders, and delivery teams — simplifying collaboration and improving execution efficiency across projects. ✔ Clear and structured documentation ✔ Strong business-to-technology communication ✔ Enterprise project experience ✔ Reliable stakeholder management ✔ Fast learning and problem-solving ability ✔ Detail-oriented delivery approach In addition to delivery roles, I have participated in hiring panels, helping organizations evaluate candidates and align talent with business and team needs. Clients consistently value my ability to clarify complex requirements, bridge business and technology teams, and drive projects towards successful outcomes, as reflected in my portfolio items Let’s discuss how I can help streamline your requirements and bring delivery excellence to your next project. Thank you!

I help SaaS companies, agencies, and government teams deliver complex technical projects on time — without the chaos. 15 years across Fortune 100 (Hewlett Packard Enterprise) and US government digital transformation (Granicus). At HPE I ran a multi-billion-dollar global portfolio across 150+ countries and cut deployment timelines by 20%. At Granicus I led public-sector digitization that changed how citizens reach essential services. On UpWork: 22+ projects · 5,000+ hours · 100% Job Success. I now operate as SOTO⟂DEV — a doctrine-driven technical practice for businesses that have outgrown chaos. Most automation and software breaks within a year because it was built to demo, not to last. I work the opposite way: documentation-first, maintainable by your team, designed to outlive the technology it runs on. What I deliver – End-to-end project management (discovery → UAT → rollout) for SaaS and public-sector engagements – Custom software & web apps — SaaS products, internal tooling, operational dashboards – Automation architecture (n8n, Make, custom) with runbooks your team can actually maintain – AI-assisted workflows (OpenAI, Anthropic) wired into your real CRM, not a toy demo – Chatwoot deployments — multi-inbox, multi-agent, white-label-ready – CRM optimization, SaaS operations, agile/sprint planning, cross-functional coordination – Fractional technical operator engagements for founders and ops leaders who need a steady hand How I work – Written scope before any code. Written handoff after. – Every system ships with a runbook, a recovery procedure, and a change log. – Stakeholder communication tuned for both engineering teams and executive audiences. – I optimize for the third year of the system, not the first week. Who I am Bilingual EN/ES, based in San José, Costa Rica (GMT-6). Available for US and EU time zones. Operating under a written doctrine — clients see it on day one, because the same standards that govern my code govern the engagement. If you need a senior operator who's done this at Fortune 100 and government scale, won't disappear on you, and ships systems built to last — let's talk.

I help founders and small business owners turn operational chaos into systems that run without them: clean CRMs, documented workflows, automated follow-up, SOPs, and financial visibility that let the business scale instead of living in the owner’s head. I’m a Business Operations Consultant with 13 years of institutional financial operations experience across Raymond James, Itaú International Securities, and Boreal Capital Management. I came up in regulated finance, where process errors were not an option, so the systems I build are structured, accurate, documented, and built to last. What I help with: • Operations Systems CRM build-outs, pipeline cleanup, intake-to-delivery workflows, SOPs, task tracking, team handoff processes, and owner dashboards. • AI & Workflow Automation Zapier, AI-assisted workflows, follow-up automation, lead routing, reminders, reporting systems, and process improvements that reduce manual admin without sacrificing accuracy. • CRM & Business Systems HubSpot, Flowlu, JobNimbus, ClickUp, Google Workspace, QuickBooks, BILL, and other tools that need to work together instead of creating more work. • Financial Operations Visibility QuickBooks Online/Desktop, reconciliations, month-end support, BILL, 1099s, sales tax, reporting, and bookkeeping cleanup so your operations and numbers tell the same story. • Operations Audits & Cleanups I find where time, money, leads, tasks, and information are leaking, then build the system that closes the gap. I’ve supported operations across roofing, HVAC, cleaning, real estate, legal, medical, SaaS, FinTech, and other service-based businesses that grew faster than the systems holding them together. Credentials: FINRA Series 99 | SIE | IRS Certified Tax Preparer | Licensed Life Insurance Agent Bilingual: Native English & Spanish Fully remote | U.S.-based in Miami | Responsive within hours Tell me where your operation is breaking down, and I’ll tell you exactly how I’d fix it, what should be automated, what should be documented, and what it takes to build it once so it stays fixed.