Specific Tools

Umbrex helps clients find consultants with experience in specific software tools and platforms. Clients seek this support when they need someone who understands both the business context and the practical use of a tool, whether for implementation support, process improvement, reporting, workflow design, adoption, troubleshooting, or getting more value from existing software investments.

Finding the right consultant should be this easy.

1

Tell us about your project

2

Interview candidates

(We’ll provide bios within 48 hours on average)

3

Select your consultant and start work!

Find a consultant experienced with a specific tool

Prefer email? Write to [email protected]

Umbrex can introduce clients to consultants with deep, specialized expertise in the following tools:

  • Adobe Analytics

    Adobe Analytics implementation, tagging, dashboard design, attribution, and funnel analysis for trusted digital performance reporting

  • Airtable

    Airtable base architecture, workflow automations, integrations, and permissions for request tracking, approvals, and cross-functional operating processes

  • Alteryx

    Workflow automation, data preparation, and reporting redesign in Alteryx to replace manual spreadsheets with governed analytics processes

  • Anaplan

    Anaplan implementation, model redesign, data integration, and connected planning across finance, sales, supply chain, and workforce planning

  • Asana

    Asana workflow design, governance, rollout planning, reporting, and migration from spreadsheets or legacy work management tools

  • Confluence

    Confluence migrations, space architecture, permissions, governance, and Jira-linked documentation workflows for a scalable internal knowledge base

  • Coupa

    Coupa implementation, ERP integration, approval workflow design, supplier enablement, and post-go-live spend control improvements

  • Databricks

    Databricks architecture design, data lakehouse migrations, pipeline modernization, governance, and machine learning deployment at enterprise scale

  • Excel

    Financial models, reporting automation, pricing and budgeting tools, and spreadsheet controls for critical Excel workbooks

  • Google Analytics

    GA4 implementation, event and conversion tracking, attribution analysis, and dashboarding for reliable digital marketing and funnel performance measurement

  • HubSpot

    HubSpot CRM configuration, data migration, workflow automation, and reporting for marketing, sales, and service operations

  • Jira

    Jira workflow redesign, instance cleanup, migration planning, dashboard setup, and governance across product, technology, and business teams

  • Marketo

    Marketo implementation, CRM integration, lead scoring, lifecycle design, and campaign operations to improve routing, reporting, and demand generation

  • Microsoft Dynamics 365

    ERP and CRM module selection, rollout recovery, data migration, and integration planning for Microsoft Dynamics 365 deployments

  • Monday.com

    Monday.com workspace architecture, automations, dashboards, integrations, and rollout governance for project tracking, intake workflows, approvals, and reporting

  • Oracle NetSuite

    Oracle NetSuite implementation, process redesign, data migration, system integrations, and post-go-live stabilization across finance, inventory, and order workflows

  • PowerBI

    Executive dashboards, KPI standardization, data modeling, and governed PowerBI reporting to replace manual or legacy reports

  • QuickBooks

    QuickBooks setup, cleanup, migration, reporting, and system integrations to improve close, controls, and financial visibility

  • Salesforce

    Salesforce architecture, workflow redesign, data cleanup, system integrations, and rollout support for more reliable CRM reporting

  • SAP

    SAP S/4HANA migration planning, process standardization, ERP carve-out support, and post-go-live stabilization across finance and supply chain

  • ServiceNow

    ServiceNow platform strategy, ITSM workflow redesign, CMDB cleanup, implementation recovery, and governance for enterprise service operations

  • Shopify

    Shopify store launches, platform migrations, app stack design, and checkout, subscription, wholesale, or integration improvements

  • SmartSheet

    SmartSheet configuration, intake and approval workflows, executive dashboards, and governance for project tracking and portfolio visibility

  • Snowflake

    Snowflake architecture, data warehouse migration, governance, and cost optimization for scalable reporting and analytics workloads

  • SQL

    Query optimization, metric standardization, and reliable reporting datasets across relational databases, cloud warehouses, and system migrations

  • Tableau

    Executive dashboard design, KPI standardization, data modeling, and reporting migration in Tableau across finance, sales, and operations

  • Workday

    Workday module planning, process redesign, integration management, and deployment recovery for HR, payroll, finance, and reporting

  • Zendesk

    Zendesk implementation, support workflow redesign, and CRM, billing, or order system integrations to improve service operations

Connect with the right consultant

Umbrex rapidly connects you with independent professionals who combine top‑tier consulting experience at firms such as McKinsey, Bain, Boston Consulting Group with hands‑on roles.

Find a consultant experienced with a specific tool

Prefer email? Write to [email protected]