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Zapier Expert | Xero Adviser | App, Workflow & Automation Expert
Kelly Goss
,
London, United Kingdom
Experience
Other titles
Skills
I'm offering
Are you and your team drowning unproductively by spending countless administrative hours moving data between your business tools and correcting errors?
Are you unsure what affordable technology is available to help you?
Are you concerned with the risks of implementing the wrong fit technology?
I help SMEs increase efficiency and productivity to save time, reduce costs and stay agile by simplifying, improving, automating and documenting sales, operations and financial administration processes.
I work with MDs, COOs, CTOs, CFOs, FDs, accountants and bookkeepers in London and Greater London (or remotely). My area of expertise lies in professional services, SaaS, retail and e-commerce.
Project types:
• Workflow & automation improvements, process mapping, whiteboard exercises
• Business process automation with Zapier
• Digitising and automating standard operating procedures (business
systemisation)
• Xero bookkeeping process improvement & automations
• Helping you get paid faster - online invoicing, payment solutions, credit control advisory
• Xero add-on app advisory, implementation & training - CRM, email, project management, bill management, e-commerce, subscriptions, proposals + invoicing
My method: I use problem solving techniques, process improvement and project management methodologies to establish what parts of current processes can be improved by implementing more robust, automated workflows, with Xero at the core and other integrated applications helping to achieve this, in the most cost effective way. I provide workflow solutions that take proper account of the needs, challenges and constraints of all the role players and allow businesses to remain agile with continuous improvement in mind.
Why it works: I have always had a passion for solving problems.
My early education and job roles were science-based in regulated industries; I manage projects meticulously and with quality in mind. I am a creative problem solver striving for solutions that are simple to use, maximise efficiency and provide high ROI. I combine problem solving, operational and entrepreneurial skills to help build solid workflows for my clients. I am a Xero Certified Adviser & Zapier Certified Expert and have broad knowledge of what applications integrate and work seamlessly with Xero to fit the needs of the client.
"Kelly is dedicated to finding and implementing lasting, sustainable integrative solutions and to achieving measurable, quantifiable results."
GET IN TOUCH: Message me on or email me *****@*******.***
SOLVAA - Discovering Efficiency: http://**********.***
Are you unsure what affordable technology is available to help you?
Are you concerned with the risks of implementing the wrong fit technology?
I help SMEs increase efficiency and productivity to save time, reduce costs and stay agile by simplifying, improving, automating and documenting sales, operations and financial administration processes.
I work with MDs, COOs, CTOs, CFOs, FDs, accountants and bookkeepers in London and Greater London (or remotely). My area of expertise lies in professional services, SaaS, retail and e-commerce.
Project types:
• Workflow & automation improvements, process mapping, whiteboard exercises
• Business process automation with Zapier
• Digitising and automating standard operating procedures (business
systemisation)
• Xero bookkeeping process improvement & automations
• Helping you get paid faster - online invoicing, payment solutions, credit control advisory
• Xero add-on app advisory, implementation & training - CRM, email, project management, bill management, e-commerce, subscriptions, proposals + invoicing
My method: I use problem solving techniques, process improvement and project management methodologies to establish what parts of current processes can be improved by implementing more robust, automated workflows, with Xero at the core and other integrated applications helping to achieve this, in the most cost effective way. I provide workflow solutions that take proper account of the needs, challenges and constraints of all the role players and allow businesses to remain agile with continuous improvement in mind.
Why it works: I have always had a passion for solving problems.
My early education and job roles were science-based in regulated industries; I manage projects meticulously and with quality in mind. I am a creative problem solver striving for solutions that are simple to use, maximise efficiency and provide high ROI. I combine problem solving, operational and entrepreneurial skills to help build solid workflows for my clients. I am a Xero Certified Adviser & Zapier Certified Expert and have broad knowledge of what applications integrate and work seamlessly with Xero to fit the needs of the client.
"Kelly is dedicated to finding and implementing lasting, sustainable integrative solutions and to achieving measurable, quantifiable results."
GET IN TOUCH: Message me on or email me *****@*******.***
SOLVAA - Discovering Efficiency: http://**********.***
Markets
United Kingdom
Links for more
Once you have created a company account and a job, you can access the profiles links.
Language
English
Fluently
Ready for
Larger project
Ongoing relation / part-time
Available
My experience
2019 - ?
job
Speaker & Digital Skills Trainer
Solvaa.
Thanks to research, we already know that adopting one or more digital technologies can increase business productivity and profitability, as well as boost employee job satisfaction and team collaboration. However, the process of sourcing the best-fit digital tools for your business, can be mind-boggling.
You may not know where to start looking or what the most reliable resources are. Tools our associates and friends use in their businesses may not be appropriate for our own. We're also in danger of having too many apps that don't work together and end up experiencing "app-stack-overload". In some cases, lack of digital adoption stems of poor understanding of the benefits and resistance from employees based on fear of job loss.
I'm extremely passionate about helping businesses improve productivity by bringing clarity to the digital adoption journey through the consulting process and also with education, coaching and support by speaking at events and running workshops.
Past speaking events include:
April 2019 - Guest Speaker at Julian Chamber of Commerce (California, USA) member event ~ "Embracing cloud technology - Using digital process automation to increase efficiency in your business" ~ "Discovering efficiency - Key steps to increasing business productivity with digital process automation"
June 2019 - Guest Speaker at Really Simple Systems CRM User Conference
2019 (Bombay Sapphire Distillery, Hampshire) ~ "Increasing productivity with integration and automation"
June & July 2019 - Curriculum Author/ Advisor & Trainer for HeadsUp! Digital Productivity Skills Webinars and Workshops (Online UK-wide, London, Oxford)
~ Sales, finance and collaboration
You may not know where to start looking or what the most reliable resources are. Tools our associates and friends use in their businesses may not be appropriate for our own. We're also in danger of having too many apps that don't work together and end up experiencing "app-stack-overload". In some cases, lack of digital adoption stems of poor understanding of the benefits and resistance from employees based on fear of job loss.
I'm extremely passionate about helping businesses improve productivity by bringing clarity to the digital adoption journey through the consulting process and also with education, coaching and support by speaking at events and running workshops.
Past speaking events include:
April 2019 - Guest Speaker at Julian Chamber of Commerce (California, USA) member event ~ "Embracing cloud technology - Using digital process automation to increase efficiency in your business" ~ "Discovering efficiency - Key steps to increasing business productivity with digital process automation"
June 2019 - Guest Speaker at Really Simple Systems CRM User Conference
2019 (Bombay Sapphire Distillery, Hampshire) ~ "Increasing productivity with integration and automation"
June & July 2019 - Curriculum Author/ Advisor & Trainer for HeadsUp! Digital Productivity Skills Webinars and Workshops (Online UK-wide, London, Oxford)
~ Sales, finance and collaboration
Finance, Online, App, Speaker, Support, Apps, Workshops, Technology, Coaching, Sales, Integration, Consulting, Event, Cloud, Automation, Research, CRM
2017 - ?
job
Founder - Outsourcing
Cloud Your Business Pro.
I founded Cloud Your Business Pro to provide a comprehensive range of outsourced business development solutions for small and medium sized businesses in the United Kingdom. I manage a team of freelance professionals that provide virtual assistant and other professional solutions such as social media management, blog writing, bookkeeping, business administration, film
making, graphic design, animation, coaching, professional branding and more.
making, graphic design, animation, coaching, professional branding and more.
Cloud, Founder, Social, Bookkeeping, Development, Outsourcing, Blog, Management, Movie, Design, Graphic design, Animation, Writing, Coaching, Administration, Branding, Business development
2015 - ?
job
Founder - Business Process Consultant, Automation Consultant
Solvaa.
I believe every business should have a sound and adaptable digital strategy to harness new technologies in this ever-evolving digital marketplace. I am a passionate advocate of digital automation and continuous improvement. I therefore help SMEs to analyse their operations and workflows, problem solve and implement new digital processes to improve efficiency in processes.
Business Process Improvement and Automation:
• Creative mind mapping, brainstorming, process mapping, whiteboard exercises
• Problem solving, root cause analysis and investigation
• Workflow improvement and automation recommendations
• Implementation of integrated cloud based tools to optimise productivity and efficiency
• Business process automation with Zapier
• Digitising standard operating procedures & automating associated workflows (business systemisation)
Xero Accounting Software & Integrated Add-on Application Projects:
• Workflow and automation improvements within Xero - accounts payable + receivable, reporting, bank reconciliation
• Xero add-on app integrations, implementation and training - CRM, email,
job + project management, expense + receipts management, inventory, e-commerce, POS, forecasting, payment solutions, subscriptions, proposals + invoicing
• Sage 50/ Quickbooks to Xero conversions
Examples of Apps I work with: Xero, Zapier, ReceiptBank, Fluidly, Expend, Process Street, Process Bliss, PipeDrive, Hubspot, G-Suite, i-Zettle, Accelo, Salesforce, Jira, Shopify, Wordpress, Quaderno and more
Business Process Improvement and Automation:
• Creative mind mapping, brainstorming, process mapping, whiteboard exercises
• Problem solving, root cause analysis and investigation
• Workflow improvement and automation recommendations
• Implementation of integrated cloud based tools to optimise productivity and efficiency
• Business process automation with Zapier
• Digitising standard operating procedures & automating associated workflows (business systemisation)
Xero Accounting Software & Integrated Add-on Application Projects:
• Workflow and automation improvements within Xero - accounts payable + receivable, reporting, bank reconciliation
• Xero add-on app integrations, implementation and training - CRM, email,
job + project management, expense + receipts management, inventory, e-commerce, POS, forecasting, payment solutions, subscriptions, proposals + invoicing
• Sage 50/ Quickbooks to Xero conversions
Examples of Apps I work with: Xero, Zapier, ReceiptBank, Fluidly, Expend, Process Street, Process Bliss, PipeDrive, Hubspot, G-Suite, i-Zettle, Accelo, Salesforce, Jira, Shopify, Wordpress, Quaderno and more
Management, Founder, Processes, App, Brainstorming, Software, Pos, Process Mapping, Implementation, Workflow, Apps, Hubspot, Wordpress, Continuous improvement, Salesforce, Cloud, Automation, Forecasting, Shopify, Operations, Training, Jira, CRM, Project Management, Digital Strategy, Zapier, Xero, Accounting, Bookkeeping
2010 - 2015
job
Operations Director, Co-Owner, Small Business Strategy
Cats Whiskers Vet Clinic.
I co-founded this start-up cat-only veterinary practice (brick and mortar) and e-commerce business and led the business development stream of the practice. I experienced the pressures of running a business and the thrill of entrepreneurship. My responsibilities included:
• Human Resources - recruitment, staff management, inductions, appraisals, training, rota preparation, holiday cover for non-clinical roles
• Compliance - licensing, insurance, memberships, health and safety, VMD inspections, clinical trial monitoring administration and audit hosting
• Marketing and Service Delivery - advertising, website and blog updates, social media and e-newsletters, SEO, e-commerce sales administration and shipping, clinical reminders, management of pet health scheme, promotion of healthcare and over the counter sales, complaints handling, public relations, managing business image
• Asset Management - procurement and maintenance of property, vehicles, equipment, facilities, IT hardware and services
• Information Systems - IT security, maintenance and housekeeping of practice management system, internal network, documentation system management (operational policies, protocols and procedures), practice and e-commerce website
• Financial Management - cash control and banking, credit control and debt collection, accounts payable, accounts receivable, general ledger, inventory control, bookkeeping, VAT returns, trial balance, assessing fee structures
• Business Strategy - vision and mission, leadership, planning and strategic decision making, KPIs, business start-up, planning and funding procurement, project management
• Human Resources - recruitment, staff management, inductions, appraisals, training, rota preparation, holiday cover for non-clinical roles
• Compliance - licensing, insurance, memberships, health and safety, VMD inspections, clinical trial monitoring administration and audit hosting
• Marketing and Service Delivery - advertising, website and blog updates, social media and e-newsletters, SEO, e-commerce sales administration and shipping, clinical reminders, management of pet health scheme, promotion of healthcare and over the counter sales, complaints handling, public relations, managing business image
• Asset Management - procurement and maintenance of property, vehicles, equipment, facilities, IT hardware and services
• Information Systems - IT security, maintenance and housekeeping of practice management system, internal network, documentation system management (operational policies, protocols and procedures), practice and e-commerce website
• Financial Management - cash control and banking, credit control and debt collection, accounts payable, accounts receivable, general ledger, inventory control, bookkeeping, VAT returns, trial balance, assessing fee structures
• Business Strategy - vision and mission, leadership, planning and strategic decision making, KPIs, business start-up, planning and funding procurement, project management
Development, Blog, Compliance, Security, Recruitment, Banking, It, Hosting, Hardware, Shipping, Monitoring, Website, Health, Insurance, Safety, Planning, Social, Service Delivery, E-commerce, Marketing, Seo, Business development, Business strategy, Administration, Advertising, Public relations, Training, Operations, Social Media, Audit, Procurement, Leadership, Entrepreneurship, Management, Sales, Asset Management, Service, Network, Start-up, Bookkeeping, Accounting, Human Resources, Project Management
2004 - 2009
job
Senior Microbiology Technician, QA Associate & QA Project Leader
BD & Allergy Therapeutics.
• Drove change through QA support, QA leadership and training through interactive workshops
• Led and managed process improvement initiative of 10 cross-functional teams
• Led quality culture change
• Visual project management and planning
• Trained project team leaders and team members in non-conformance problem solving techniques
• Performed corrective action risk analysis using fault tree analysis (FTA) and failure mode effective analysis (FMEA), producing CAPA plans and updating change control protocols
• Designed, conducted and facilitated interactive GMP training workshops
• Provided QA support current guidance from MHRA Orange Guide, EU Directives e.g. 2001/83/EC as amended, Regulation 726/2004, FDA 21 CFR 200/300/600 series
• Conducted internal GMP audits of EU classification grade A, B and C manufacturing clean suites
• Ran the microbiology laboratory and supervised 5 laboratory staff members
• Ensured laboratory personnel and procedure compliance (GLP, GMP)
• Designed and implemented training assessment plans and conducted GLP audits
• Wrote, reviewed and updated department standard operating procedures and testing protocols
• Investigated non-conformances, conducted process and product
investigations, took action
• Led laboratory and inter-departmental meetings and continuous improvement projects
• Prepared and presented GMP module training to groups of up to 10 people
• QC batch release
• Validation and process improvement projects
• Assisted with FDA and BSI regulatory audits; conducted GMP audits of ISO classification grade 7 and 9 manufacturing clean suites following FDA 21 CFR 58 and 21 CFR 800 series, ISO 13485, 14644, 14698
• Led and managed process improvement initiative of 10 cross-functional teams
• Led quality culture change
• Visual project management and planning
• Trained project team leaders and team members in non-conformance problem solving techniques
• Performed corrective action risk analysis using fault tree analysis (FTA) and failure mode effective analysis (FMEA), producing CAPA plans and updating change control protocols
• Designed, conducted and facilitated interactive GMP training workshops
• Provided QA support current guidance from MHRA Orange Guide, EU Directives e.g. 2001/83/EC as amended, Regulation 726/2004, FDA 21 CFR 200/300/600 series
• Conducted internal GMP audits of EU classification grade A, B and C manufacturing clean suites
• Ran the microbiology laboratory and supervised 5 laboratory staff members
• Ensured laboratory personnel and procedure compliance (GLP, GMP)
• Designed and implemented training assessment plans and conducted GLP audits
• Wrote, reviewed and updated department standard operating procedures and testing protocols
• Investigated non-conformances, conducted process and product
investigations, took action
• Led laboratory and inter-departmental meetings and continuous improvement projects
• Prepared and presented GMP module training to groups of up to 10 people
• QC batch release
• Validation and process improvement projects
• Assisted with FDA and BSI regulatory audits; conducted GMP audits of ISO classification grade 7 and 9 manufacturing clean suites following FDA 21 CFR 58 and 21 CFR 800 series, ISO 13485, 14644, 14698
Training, Continuous improvement, Compliance, Testing, Gmp, Regulatory, Assessment, QC, QA
My education
1998
-
2000
University of Cape Town
BSc, BS, Microbiology & Zoology
BSc, BS, Microbiology & Zoology
1996
-
1997
St Johns College
Secondary, Biology
Secondary, Biology
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