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Nikko Ko's avatar
Nikko Ko
proJersey City, USA
Project Manager, Scrum Master and Digital Business Manager
Project Manager, Scrum Master and Digital Business Manager
Cover image for ERP Project Management: Discovery to Launch Overview Led a m...
ERP Project Management: Discovery to Launch Overview Led a multi-year project from discovery to launch, managing planning, execution, testing, and delivery. Coordinated cross-functional teams to complete and approve all deliverables. Responsibilities Defined scope and timelines Managed risks, dependencies, and stakeholders Oversaw testing and launch readiness Tools Slack · Oracle ERP · Smartsheet · Trello Key Challenge: UAT Testing Low UAT engagement threatened the launch timeline. Actions & Outcome: Simplified test scenarios and phased execution and increased communication Resolved issues without delaying launch Results 100% of deliverables completed and presented Successful launch with stakeholder approval Key Takeaway Delivered complex projects end-to-end while overcoming adoption challenges through proactive leadership.
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Cover image for Team Management & Delivery Support I help teams plan, organi...
Team Management & Delivery Support I help teams plan, organize, and deliver work efficiently by providing structured project management, clear communication, and accountability across stakeholders. With experience leading cross-functional teams from discovery through launch, I support teams in aligning priorities, removing blockers, and delivering results on time. Offerings include: Project and delivery management across the full lifecycle Team coordination and workflow optimization Stakeholder communication and status reporting Risk, dependency, and issue management User adoption testing coordination and launch readiness Tool setup and optimization (Slack, Smartsheet, Trello, Oracle ERP) I bring clarity to complex initiatives, improve team alignment, and ensure deliverables move forward with transparency and control.
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Cover image for Digital Business Management I help digital businesses operat...
Digital Business Management I help digital businesses operate efficiently and scale sustainably by managing day-to-day operations, aligning teams, and optimizing systems that support growth. With experience across project delivery, operations, and cross-functional coordination, I provide structure, visibility, and accountability to keep digital initiatives moving forward. Offerings include: Day-to-day digital operations management Project and delivery oversight across teams and vendors Workflow, process, and system optimization KPI tracking, reporting, and performance management Tool setup and optimization Stakeholder coordination and executive support I act as the operational backbone of digital teams—streamlining execution, reducing friction, and enabling leaders to focus on strategy and growth.
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Cover image for Operations Management & QA Testing I support organizations b...
Operations Management & QA Testing I support organizations by strengthening operational processes and ensuring quality through structured management and thorough testing. With experience working across cross-functional teams and enterprise systems, I help improve efficiency, reduce risk, and ensure products and processes are launch-ready Operations Management Offerings Process optimization and operational workflow design Resource, timeline, and dependency management Cross-team coordination and operational reporting Risk identification and issue resolution Tool optimization and operational support QA & User Acceptance Testing (UAT) Offerings: Test planning, coordination, and execution support Test case creation and documentation UAT coordination and user adoption support Defect tracking, prioritization, and resolution management
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Smartsheet(3)
Elvira Pena's avatar
Elvira Pena
Baldwin Park, USA
Bookkeeper & tax pro managing 90+ clients—cleaning up books,
Bookkeeper & tax pro managing 90+ clients—cleaning up books,
Cover image for Led Accounting Ops for High-Volume Auto Dealership – 2,000+ ...
Led Accounting Ops for High-Volume Auto Dealership – 2,000+ Transactions/Month I ran the accounting function for a wholesale auto dealership, handling over 2,000 transactions per month across sales, inventory, and vendor accounts. I built the workflow from scratch, cleaned up Dealertrack data, helped sync up other departments so financials could be tracked, supported team members who needed help learning proper entries, and worked beyond my title—doing controller-level work without the controller-level pay. In the end, I advised leadership on financial red flags and recommended winding down operations. They chose not to—and filed bankruptcy shortly after. Not every job ends in a portfolio-perfect story. But this one taught me how to lead, stay honest, and stand firm on the numbers—even when no one wants to hear them.
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Cover image for Bookkeeping & Tax Support for 90+ Clients – CPA Firm I manag...
Bookkeeping & Tax Support for 90+ Clients – CPA Firm I manage bookkeeping for a portfolio of over 90 active clients—primarily in dentistry, law firms, PR, retail, and others. My work includes: • Cleaning up QuickBooks registers and building smart rules to automate categorization • Reconciling multiple accounts monthly, ensuring accurate and up-to-date financial records • Preparing monthly and quarterly financial statements to support decision-making and tax planning • Collaborating with the CPA team on tax compliance, filings, and audit readiness • Helping small business owners understand their numbers and improve how they manage their cash flow Whether it’s a dental office, a solo law practice, or a retail store—I bring structure, clarity, and efficiency to the table so clients can focus on running their business.
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Cover image for Helping a Design Firm Build Financial Structure That Actuall...
Helping a Design Firm Build Financial Structure That Actually Works When I started working with this Design Firm in City of Industry, CA, their books were scattered across platforms—some in QuickBooks, some in Studio Designer, and some... in inboxes. We built a cleaner system from the ground up: Cleaned up reconciliations Built consistent AP/AR processes Used Smartsheet to track jobs & cash flow Generated reports that the owner could actually use I’m not a Studio Designer pro, but I learned enough to keep it all moving. The goal wasn’t perfection—it was peace of mind.
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Cover image for Tax Prep & Bookkeeping Support – Tax & Financial Firm I was ...
Tax Prep & Bookkeeping Support – Tax & Financial Firm I was full-time at this tax firm, handling everything from bookkeeping and financial reporting to client calls, office ops, and tech troubleshooting. I: • Maintained QuickBooks records and managed AP/AR • Prepared monthly reports and supported tax prep for clients • Handled incoming docs, organized data, and tracked filings • Ran front office duties, client communications, and scheduling • Built out filing systems that actually made sense for the team • Stepped in for IT support when systems broke during tax season It wasn’t glamorous—but I kept it all running. Being a Swiss Army knife taught me how to juggle pressure, solve problems fast, and never let the books fall behind.
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Smartsheet(3)
Siddiq Tashfeen's avatar
Siddiq Tashfeen
St. John's, Canada
Full-Stack Engineer | AI Automation & Workflow Systems
28
Followers
Full-Stack Engineer | AI Automation & Workflow Systems
Cover image for I built a workflow management
I built a workflow management system focused on tracking projects from start to completion with clear visibility and control at every stage. The core of the system is a multi-role dashboard that presents real-time data in a structured way, allowing different users to quickly understand project status, performance metrics, and operational health without digging through raw data. On the backend side, I designed structured data models and lifecycle flows to manage how tasks move through different stages (creation → in-progress → completed). I implemented role-based access control and admin-managed configurations so the system can handle multiple users, permissions, and dynamic updates reliably. The goal was to make the system scalable and maintainable while keeping the logic clean and predictable. For the frontend, I focused on building intuitive dashboards and reporting layers that translate complex data into simple, actionable insights. I also implemented shareable, read-only views so external users can track progress through a secure link without needing full access. This improves transparency while maintaining control over the system, which is critical for B2B workflow tools.
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Cover image for Outbound Lead Generation & Automation
Outbound Lead Generation & Automation System (Email + LinkedIn) I built a complete outbound system to generate and convert high-quality B2B leads using email and LinkedIn automation. The system starts with ICP-based lead sourcing, targeting companies by size, revenue, industry, and C-level roles. Leads are enriched, segmented, and automatically routed into a structured outreach flow. I designed a 6-step email sequence where messaging evolves at each step to increase reply rates. LinkedIn actions are timed between email touches to create a natural multi-channel outreach without overlap. The main challenge was coordinating multiple tools while maintaining deliverability and clean data flow. I solved this by building a centralized automation layer that handles sequencing logic, delays, and real-time updates across systems. A lightweight CRM tracks every lead from first contact to final outcome, including replied, interested, and not interested. This provides clear visibility and allows continuous optimization. The system is structured for scalability and simple handoff, so it can be managed without technical dependency.
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Cover image for Built a feedback and workflow
Built a feedback and workflow management system focused on collecting, organizing, and prioritizing user-driven inputs across multiple channels. The platform provides a structured interface where feedback items move through defined stages, enabling teams to track status, engagement, and impact in a clear and scalable way. On the backend, I designed data models and filtering logic to support advanced querying, segmentation, and lifecycle management of feedback items. Implemented role-based access control and admin-level configurations to manage permissions, visibility, and workflow transitions. This ensures that internal teams can efficiently manage large volumes of data while maintaining consistency and control. On the frontend, I focused on building clean dashboards and interactive views that surface key metrics such as user reach, engagement, and revenue impact. I also implemented public-facing and read-only views, allowing external users to submit feedback and track updates without direct system access. This improves transparency while keeping the system secure and well-structured.
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169
Cover image for Built a full-stack mobile and
Built a full-stack mobile and web platform for team and club management, supporting players, parents, and admins. Implemented role-based access, scheduling, messaging, and scalable dashboards across unified B2C and B2B experiences.
1
471
Smartsheet(1)
Jaclyn Blute's avatar
Jaclyn Blute
proManchester, USA
People-first content strategy backed by SEO & data
11
Followers
People-first content strategy backed by SEO & data
Cover image for Fragrances for Sensitive Skin: CLEAN RESERVE Relaunch
Fragrances for Sensitive Skin: CLEAN RESERVE Relaunch
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4
Cover image for AI Design Guide and Application for Custom Apparel
AI Design Guide and Application for Custom Apparel
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1
Cover image for Why AI Won't Replace Human Creativity
Why AI Won't Replace Human Creativity
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2
Cover image for Best Representations of Disability in Gaming
Best Representations of Disability in Gaming
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6
Smartsheet(2)
Kristin Arena's avatar
Kristin Arena
Philadelphia, USA
Solution-Oriented VA, Process & Project Improver
6
Followers
Solution-Oriented VA, Process & Project Improver
Cover image for Document Management in Smartsheet
Document Management in Smartsheet
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64
Cover image for Process Improvement Workflow
Process Improvement Workflow
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23
Cover image for Project Management for a Business Launch
Project Management for a Business Launch
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30
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Anthony Torretti's avatar
Anthony Torretti
Albuquerque, USA
Alchemy in Strategy & Brand Elevation
Alchemy in Strategy & Brand Elevation
Cover image for Build-A-Crate Website/Product Launch
Build-A-Crate Website/Product Launch
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7
Cover image for End-to-End Creative/Marketing Agency Project Flow
End-to-End Creative/Marketing Agency Project Flow
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11
Cover image for Livestream Kit - B2B Tradeshow Alternative
Livestream Kit - B2B Tradeshow Alternative
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4
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Newton Kaloki's avatar
Newton Kaloki
Los Angeles, USA
Strategic marketer driving growth through innovation.
Strategic marketer driving growth through innovation.
Cover image for Innovative Marketing Strategies Guide
Innovative Marketing Strategies Guide
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2
Cover image for Strategic Innovation Alignment Project
Strategic Innovation Alignment Project
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2
Cover image for Innovation Program Development for IMD Business School
Innovation Program Development for IMD Business School
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3
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