Operations Systems Setup & Workflow Automation by Michelle Thomas

Operations Systems Setup & Workflow Automation

Michelle Thomas

Contact for pricing

About this service

Summary

I help businesses build operational systems that scale. With 15+ years leading finance, operations, and marketing teams, I bring a deep understanding of how tools like Asana, ClickUp, and Wrike can be configured to drive efficiency, visibility, and accountability - not just project tracking.

Together, we’ll design a workspace that fits your workflow, automates repetitive tasks, and gives you clear visibility into progress, priorities, and performance. My approach blends system design with business strategy so your team can focus on execution and impact, not admin work.

I help teams:

Boost productivity: Design tailored workspaces that align with your goals and reduce friction.

Streamline project delivery: Improve visibility, eliminate bottlenecks, and simplify collaboration.

Increase efficiency: Automate task assignments, reporting, and approvals for faster results.

What You’ll Get

Custom project templates & dashboards that surface real-time insights

Workflow automations and integrations with your existing tools

Resource management setup to balance workloads and deadlines

Process documentation so your system stays scalable as you grow

I’m results-oriented, systems-minded, and passionate about helping teams run smarter. Let’s build the operational foundation that turns your strategy into consistent execution.

What's included

Discovery & Process Review
Assess your current tools and workflows to identify efficiency opportunities.
System Setup or Optimization
Configure one platform (Salesforce, Asana, ClickUp, or similar) to align with your operational goals.
Basic Automation Setup
Implement up to 2–3 high-impact automations as part of initial setup.
Integration Guidance
Recommend key integrations to improve data flow between tools.
Documentation Summary
Provide high-level documentation outlining the new setup and next steps.
Optional Add-Ons (priced separately)
Advanced integrations, full process documentation, multi-system automation. Contact to discuss

Skills and tools

Project Manager

Business Workflow Automation

Business Operations