Service
Proposal, grant and finance workflows
High-stakes work gets messy when handoffs are invisible. We build a clear path from idea → submission → reporting so you stop scrambling.
- Simple tracking for deadlines, approvals and requirements
- Reusable language + budget structures to save hours
- Cleaner reporting that avoids last-minute rescues
- Visibility for leadership: pauses and scenarios
POISEOPS
Your work in flow, not in flames.
What we improve
Less scramble. More control.
Designed for the real world: compliance, sponsor rules, multiple stakeholders, and shifting priorities.
Workflow
From idea to submitted
A visible path, not tribal knowledge.
- Intake + requirements checklist
- Approval routing (email + trackers)
- Deadline visibility and reminders
Reporting
Repeatable reporting
Clean data + consistent outputs.
- Source-of-truth exports or tables
- Standardized reporting templates
- Less manual reconciliation
Tools
Built on what you already use
Outlook/Gmail, Excel, SharePoint/Google Drive, Power Automate, SQL, Power BI/Tableau, and targeted Python automation where needed.
Ready to bring your work back into Poise.
Email me with a short description of what feels heaviest right now: email, proposals, grants, reporting, or all of it. If you would like to be considered as a founding client, include the words “go big”.
I reply personally. No bots, no giant intake forms.