Plan, grow, adapt. Optimize your business.

We help businesses succeed through the efficient and effective use of people, process, and technology.

Our expertise is in management consulting for solopreneurs, startup, small and mid-sized businesses with focus on digital marketing, operations and process design, and finance.

Core service areas include:

Corporate Strategy, Business Plans, Business Model Canvas

Agency management, launch planning & strategy; customer experience (CX), user experience (UX), web design, application development, social media & strategy

Forecasting and scenario planning; P&L management; AR/AP accounts receivable & payable; SR&ED research and tax credits; ROI evaluations and business cases, contract and vendor management; investor presentations

HR advice & tools, HR systems, policy writing, services & analytics; Employee acquisition & onboarding, learning & development (instructional design ISD); Recruitment strategy, policy development; Performance management process and employer value proposition

Process mapping, and Standardized Operating Procedures (SOPs); Delivery management; capacity planning, client/customer Support development; Process administration, customer support, coordination of teams; Presentation, research and report writing

Roadmap development; requirements gathering; feature evaluations & matrix; user testing

Templates; governance and steering; Agile, Scrum, Kanban implementation and training

Business analysis, IT and SDLC strategy, assessment, reporting; systems implementation & training

Contract management (MSA, SOW, CR/CO, SLA, CDA, NDA); Vendor/supplier relationship management

Why work with us?

SPECIALTIES

Business process automation and management; agile, iterative project management and product development (Scrum, Kanban); SDLC software development; product roadmaps; responsive design; mobile app development; B2B and B2C e-Commerce; marketing strategy (including social, content, Search); AODA, ADA, accessible and compliant design; usability design & testing; analytics and big data; A/B testing; white-label and localization; OKR, MBO and SMART goals; performance and change management; affiliate marketing; RFP, RFQ, RFI; SOW, SLA, MSA and contract development; SOP and process design; resource planning; revenue projections & financial forecasting; KPI reporting and analysis.

Ready to get started?

Schedule a free Discovery meeting to discuss your needs and how we can help.

TOOLKIT

We are a tech-friendly team that embraces technology to maximize our efficiency. We use these systems and platforms as needed to provide our services:

Acrobat, ActiveCollab, ActionScript, Adobe Connect, Adobe Creative Suite (InDesign, Illustrator, PhotoShop, Premiere), Aha, Agiled, Ahrefs, Airtable, Ant, Articulate, Asana, Balsamiq, Banner, Basecamp, Box, Brandchamp, ChangePoint, Camtasia, Captivate, Clarity, Clarizen, Clinked, Confluence, Coremetrics, Crello, Crystal Reports, CSS, Desire2Learn, DeviceAnywhere, Domo, Drupal, Excel, Evernote, Elementor, FileMaker, Fleeq, Float Schedule, Freedcamp, FreshLMS, Google Analytics, GSuite, GoToMeeting, Grid, HEAT, Heights, Hotjar, HubSpot, IdeaNote, Intralinks, Invision, JavaScript, JIRA, Joomla, Kentico, LiquidPlanner, LivePlan, Lotus Notes, Magento, Mailchimp, MindJet, Monday.com, Moodle, MS Office, MS Project, Miro, Mural, Nifty, OneNote, OpenAir, Optimizely, Ora, ProdPlan, ProductStash, Quickbooks, Rally, ReceiptBank, Redmine, RelayThat, RemoteTeam, ResourceGuru, Salesforce, Screaming Frog, Selenium, SEMRush, Screenful, SerpWatch, SharePoint, Slack, Sitecore, Skype, Slack, Smartsheet, SmartTask, Sociamonials, SPSS, Stackby, SumTotal, SurveyMonkey, SwipePages, Tableau, Teams, Trello, TypeForm, UserVoice, User Testing, Validately, Vectera, VOIP.MS, WebEx, Wix, WordPress, WorkflowMax, Workday, Wrike, Xero, XML, Zapier, Zoho One Suite (Books, CRM, Projects), Zoom.