Yolanda L.

Most growing businesses don't really have a data problem — they have a visibility problem. When there's no clear reporting and everything lives in scattered spreadsheets, it gets hard to know what's actually going on, and decisions get slower. This is where I come in. I help business owners and teams build reporting systems, KPI dashboards, and simple workflows that give them a clear view of their operations, so they can make decisions faster and with more confidence. I have 12+ years of experience in Business Operations, Sales Operations, and Business Support, and I've worked with leadership teams in Insurance, InsurTech, and service businesses — helping them simplify their operations, improve reporting, and build systems their teams actually want to use. What I can help with: • Business reporting, KPI tracking, and performance reporting, dashboards that show what's really happening, not just raw numbers • Data analysis and data management, organizing and cleaning up data so it actually means something • Process improvement and process optimization, finding where time is being wasted and fixing it • Operations support, operations management, and administrative support, handling the operational side so leadership can focus on strategy • Dashboard reporting in Excel and Google Sheets, built simple enough that your team will actually use it How I work: I don't jump straight into building things. First, I try to understand how your business runs today — what's manual, what gets repeated, what's missing. From there, I focus on reporting & analytics that get used in real life: less manual work, faster reporting, fewer errors, and decisions based on real data instead of guessing. The goal is always to make things simpler for your team, not add more steps. Some results from my past work: • Cut reporting time by over 80%, from 1 hour to 10 minutes, by automating data processing and dashboard reporting in Google Sheets • Raised average team SLA performance from 65% to over 80% in one semester, through daily KPI dashboards and standardized SOPs • Brought operational error rates down from over 5% to under 1%, through structured monitoring and process control • Centralized operations, logistics, and business support into one Business Operations model, which reduced staffing needs by 50% without lowering service quality • Built executive dashboards from scratch for a multi-location business, giving leadership one place to see KPIs, sales, labor, and performance • Led a team of 20+ operations staff and 2 supervisors, supporting 50+ Relationship Managers across 26 branches nationwide Tools I use: Google Sheets, Excel, Google Workspace, ClickUp, Slack, Notion, Toast POS, Restaurant365, Canva If your reporting is taking longer than it should, or your team is still tracking things in scattered spreadsheets, let's talk. I like to understand your business first before recommending anything, so feel free to message me about what you're dealing with, and we can see if I'm a good fit for your project.