Selected Client Engagements
These examples reflect the types of operational, workflow, and execution challenges I’ve helped solve across consulting engagements, independent projects, and smaller client environments alongside larger enterprise program and operational leadership roles.
The common thread across each engagement was the same: bringing structure, improving coordination, reducing operational friction, and helping work move forward more consistently.
Ward S.
“Erika created operational structure across invoicing, payment tracking, and workflow coordination for multiple businesses. The improvements increased visibility, reduced operational friction, and made day-to-day execution significantly easier to manage.”
Key Outcomes
Improved operational visibility
Reduced manual tracking
Clearer workflow coordination
More consistent follow-through
Multi-Business Operations & Workflow Coordination
View full case study here
Upwork Client
Charles
Role: ClickUp Expert for Project Management Optimization.
“I would definitely recommend Erika! She got the job that I needed done in a timely fashion. Communication was amazing."
Andrew K.
Director, Life Sciences and Woodworking Enthusiast
“As someone managing multiple businesses and constantly juggling priorities, I felt busy all the time—but important work still wasn’t moving forward consistently.
Erika stepped in, helped simplify the operational noise, and brought structure to how everything was being managed. She created a clearer system for priorities, follow-through, and day-to-day coordination without overcomplicating the process or adding unnecessary tools.
What made the biggest difference was having visibility into what actually mattered and knowing things weren’t slipping through the cracks anymore. Instead of constantly reacting, I finally felt organized, focused, and back in control of my time.
Working with Control Point Solutions helped reduce the mental overload, improve execution, and create real forward momentum across both work and life.”
“As a nonprofit supporting neurodivergent children and their families, we needed more structure and operational support as things became busier and harder to manage. Erika took the time to understand our organization, simplify processes, improve communication, and create systems that helped everything run more smoothly.
What stood out most was her ability to step into an evolving situation, stay organized, and keep things moving without adding unnecessary complexity. She was responsive, thoughtful, and genuinely invested in helping us succeed.
Working with Control Point Solutions gave us more clarity, better coordination, and the confidence that important things weren’t slipping through the cracks.”
View full case study here
Client Workflow Visibility & Retention Tracking
Katie
“Before working with Erika, I had very little visibility into client activity, repeat bookings, or where follow-up efforts would have the greatest impact. Everything was manual, scattered across different systems, and difficult to track consistently.
Erika stepped in and created a streamlined workflow that improved visibility into client engagement, booking patterns, and retention opportunities. She organized the process in a way that made follow-up more intentional, reduced manual tracking, and made it easier to prioritize where time and attention should be focused.
What stood out most was how practical and easy the system was to maintain. Nothing felt overengineered or unnecessarily complicated—it immediately improved day-to-day operations and decision-making.
Within a short time, I had clearer operational visibility, more targeted follow-up, and improved repeat bookings. Instead of reacting constantly, I finally had a structured process that helped the business run more efficiently.”
View full case study here
Casey R.
Busy mom, full-time employee in healthcare and Founder of Non-profit, NeuroKIND, Inc.
Mehdi
IT Consultant and Real Estate Investor
“I was managing multiple renovation projects while working full-time, and it quickly became overwhelming trying to keep contractors, timelines, deliveries, and property priorities organized across everything that was happening.
Erika stepped in, brought structure to the process, coordinated moving pieces, and kept projects progressing when things could have easily fallen behind. She stayed on top of schedules, contractor communication, deliveries, and follow-through so I didn’t have to constantly manage every detail myself.
Because some properties were tied to rental and resale timelines, keeping momentum and hitting target dates was critical. Her ability to maintain visibility across multiple active projects and keep things moving made a significant difference in reducing stress and keeping everything on track.”