Services
System Audit & Roadmap
I review how your tools, data, and processes work today and outline simple, practical steps to fix the pain points. You’ll get a clear 90-day plan with quick wins first.
NetSuite Setup & Admin
Clean item/GL setup, roles and permissions, saved searches, workflows, and day-to-day admin. Plain English, no jargon.
Shopify ↔ NetSuite (with your tools)
I plan the data flows and implement using your connectors (e.g. Celigo, FarApp, native). If you don’t have one yet, I’ll recommend options—then set it up once you choose.
Logistics & Shipping (with your stack)
I map and implement labels, routes, serials, PoD photos and driver tracking—using your chosen WMS/carriers/tools. I can help you pick the stack, too.
Zendesk Setup & Automations
I review your channels and forms, set up ticket types, triggers, views, macros and SLAs—then automate the follow-ups so nothing gets stuck.
One-Off Automation Setups
Small, fixed-price workflows in Shopify Flow, NetSuite Workflows, Zendesk, and more. Simple jobs, done quickly.
Reporting & Dashboards
KPI and ops dashboards built with Shopify, NetSuite, or Monday.com reporting tools you already use.
Monday.com Boards & Governance
I set up exec and department boards, views, automations, and permissions so everyone sees the right work at the right time.
Training & Handover
Simple guides, recordings, and live walkthroughs so your team can run things confidently without me.
Note: integrations and logistics builds are delivered with your licensed tools/connectors. I’ll recommend options if you don’t have them yet.
Process
We keep it simple and transparent. Small steps, quick feedback, no surprises.
- 1Discover & Map
Short workshops to see how work really happens. We map tools, hand-offs, and the pain points.
- 2Quick Wins Plan
We agree the smallest changes that make the biggest difference. Clear owners and timelines.
- 3Build & Test
We implement in short cycles, test with your team, and adjust quickly before rollout.
- 4Train & Handover
Simple SOPs, recordings, and live walkthroughs. Your team can run it confidently.
Need ongoing help? We can add lightweight monthly support for admin and small improvements.
Packages
Fixed-fee discovery, system & process map, and a 90-day roadmap with quick wins.
A scoped build focused on your top priorities. Includes design, build, testing, and handover.
Part-time admin and small enhancements each month. Priority support for your team.
A single, simple workflow in Shopify Flow, NetSuite Workflows, Zendesk, or Monday.com — designed, tested, and handed over.
About
I help growing teams tidy up messy systems and run operations with less stress. My approach is practical: clear plans, small steps, and documentation your team will actually use.
- Plain-English plans
A clear 90-day roadmap with quick wins first.
- Small, safe changes
Short build cycles with testing before rollout.
- Useful documentation
Role-based SOPs and quick videos teams follow.
- Measure what matters
Simple KPIs so you can see progress at a glance.
Not sure how to get it done?
Have plans but not sure how to implement them? Need help with the small stuff too? I can custom-tailor packages or one-off fixes to suit your needs.
Contact
Ready to make things simpler? Tell me what’s not working and I’ll suggest a straightforward plan.
