Catalina O.
Operations & Workflow Specialist | Excel, Access, Lucidchart
I help businesses get their operations out of people's heads and into systems that actually work — through SOPs, process maps, and workflow documentation that stick. My background includes pharmacy benefits analytics at Xevant and enterprise healthcare data work at Change Healthcare — which means I understand operations at a level most freelancers don’t. I’m also currently engaged as a Business Analyst on a large-scale enterprise consulting project (details under NDA), leading discovery, risk and bottleneck analysis, process improvement, and user story development — so this isn’t just past experience, it’s live, current work. I help businesses fix both sides of the problem: building clean data systems and the process documentation to make them actually stick. What I help with: — SOPs and workflow documentation — Process mapping and bottleneck analysis (Lucidchart) — Workflow audits with prioritized recommendations — Excel & Access dashboards, trackers, and databases — Cross-functional coordination and operational reporting — AI workflow design and model evaluation (Claude projects, scheduled tasks, output review) I also do evaluation work on AI systems — designing assessment criteria and reviewing model output, with several of my recommendations implemented as product changes. In practice that means I know where these tools genuinely save time and where they quietly create rework, which is what I build around for clients. I offer fixed-price catalog projects for SOPs, workflow audits, and operations starter packs — so you know exactly what you're getting before we start. I work fast, communicate clearly, and deliver things that get used. Based in Maine, available across US time zones. If that's what you need — let's talk.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $11k
Billed in all: $12,353$12k
$1k in the last 6 months
Across 12 contracts
Across 13 contracts
Earnings, last 30 days
Skill rankings: Top 4% in Data Cleaning
Ranked by MRR among everyone on Upwork with the skill.
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