Expertise

• Business Strategy
  • Analytics & Data Science
    • Custom KPIs and Indicators
    • Dashboards
    • Data science
    • Statistical analysis
    • Visualizations
  • Brand
  • Brand Messaging
  • Brand Storytelling
  • Brand Strategy
    • Investment Promotion
      • Investment Promotion Strategy & Target Acquisition
  • Business analysis
  • Business transformation
    • Process engineering
    • Sector Development Strategy & Roadmap
    • Transformation Strategy & Roadmap
    • Workflow planning and mapping
  • Composite Measures / Score Design
  • Corporate Strategy
    • Global Expansion
    • PMO Assessment & Recommendations
    • Sourcing Strategy & Roadmap
  • Go to Market Strategy
  • Governance
    • Board membership
    • Board recruitment
    • Board/committee leadership
    • Creating/structuring board committees
    • Creating/structuring boards
    • Reporting to a board
  • Innovation
    • Ecosystem Mapping
    • New technologies and web3
    • Pursuing new market opportunities
  • Marketing & Sales Funnel Analysis
  • Mergers and acquisitions (M&A)
  • Operating a business
    • Operating model design and implementation
  • Operational strategy and planning
    • Global Operations
    • Red Teaming or Alternative Analysis
  • Stakeholder Management
  • Startups
  • Strategic Planning
• Communications
  • Communications Guide
    • Messaging Bible
  • Communications Strategy
  • Content and Copy
    • Business Names & Slogans
    • Content Strategy
    • Content templates
    • eLearning content
    • Email Copy
    • Grant writing
    • Sales Copy
    • Sales proposal writing & templates
    • Scriptwriting
    • Speechwriting
    • Technical writing
    • Translation
    • UX Writing
  • Podcasts
  • Presentations
    • Presentation Training
  • Thought Leadership
• Finance
  • Accounting
    • Accounting software
    • GAAP
    • Regulations & standards
  • Bookkeeping
    • Bookkeeping
  • Break Even Analysis
  • Business expense reduction
  • Business optimization
  • Business Scenario Modeling
  • Capital & financing
    • Class Action
    • Debt and equity financing
    • Employer funding including Tax Credits
    • Grants and subsidies
    • Innovation funding including tax credits
    • Investors
    • Lease Audit
    • Loans
    • Valuation
    • Venture capital
  • Cash flow
  • Demand Forecasting
  • Estate Planning
  • Financial Planning & Analysis
    • Break-even strategy
    • Business modelling
    • Demand forecasting
    • Revenue forecast
    • Valuations
  • Financial Projections
  • Financial technology
    • Quickbooks
    • Xero
  • Grants
    • CanExport
    • Government Grants
    • NRC-IRAP
    • Ontario Centers of Innovation
  • Insurance
    • Corporate insurance
    • Life insurance
    • Personal insurance
  • Payroll
    • Deductions
    • Payroll software
  • Risk
  • Sales Forecast
  • Taxes
    • E-business Tax Credit
    • Multimedia Tax Credit
    • OIDMTC Tax Credit
    • Property Tax
    • Sales Tax Recovery
    • Tax Credits
    • Tax planning
    • Tax preparation
• Human Resources
  • Compensation & benefits
    • Contracts, hiring and firing
    • Employee benefits
    • Group benefits
    • Hire and retain employees
    • Key person insurance
  • Compliance and employee standards
  • Culture
    • Diversity
    • Diversity, Equity, Inclusion, and Belonging (DEIB)
    • Engagement
    • Equity
    • Inclusion
    • Mission and purpose
    • Office culture and work-from-home
  • Employee Relations
    • coaching
    • Consulting
    • etc
    • Investigations/Mediation
    • mentoring
  • Learning & Development (L&D)
    • Benchmarking (NPS, MTM)
    • eLearning Design
    • eLearning Development
    • In-person and virtual Workshop facilitation
    • In-person Workshop Design and Delivery
    • Instructional video development
    • Job Aids
    • Kirkpatrick's 4 Levels of Evaluation
    • Knowledge Checks
    • Learning Path development
    • Learning Program / Curriculum Design
    • Voice over
    • Webinar Design and Delivery
  • Occupational health and safety
  • Organizational structure
    • Functions, accountabilities, positions
    • Job Descriptions
    • Organizational design
  • Payroll services
    • Deductions
    • Global payroll
  • Performance management
    • Competency Framework
    • Needs Assessment
    • Performance gap analysis
  • Policies
  • Strategic HR Planning
    • Organizational Design
    • Policies and Processes
  • Talent acquisition & recruitment
    • Background screening
    • Hiring strategy
    • IT Recruitment
    • Onboarding
    • Recruitment strategy
    • Retention strategy
    • Sales hiring strategy
  • Tools
    • ATS software
    • HRIS software
  • Training and Development
    • Career Development
    • Management 101
• Leadership
  • Business coaching
    • Avoiding burnout
    • Decision-making
    • Feedback
    • Leader effectiveness
    • Sales Coaching
    • Team & Group Coaching
    • Team Performance
    • Time management
  • Business planning
  • Change Management
    • Building organizational capacity
    • Change Management Strategy
    • Creating a resilient organization
    • Enterprise change management
    • Project-based Change Management
  • Coaching
    • Career Coaching
    • Leadership Coaching
    • Life Coaching
    • Presentation Coaching
  • Growth strategies
    • Creating a business plan
    • Figuring out your business problem
  • People management
    • Building a cross-functional team
    • Building a high-performing team
    • Corporate Social Responsibility Implementation
    • Giving feedback
    • Helping teams work remotely
    • Inspiring performance
    • Promoting horizontal, collaborative opportunities
• Marketing
  • Advertising
  • Affiliate marketing
  • Audience Centric Solutions
  • Audience Design and Segmentation
  • Branding
    • Brand Identity
    • Brand management
    • Brand Storytelling
    • Brand Strategy
    • Copywriting
    • Value Foundations
  • Budget & Planning
    • Campaign planning
    • Marketing budget
  • Consumer Insights
  • Creative Direction
  • Digital advertising
  • Digital marketing strategy
  • Email marketing
    • Platforms and software
  • Influencer marketing
  • Market research
    • Competitive Audit
    • Custom / Analyst research
    • Focus groups
    • Market Scans & Competitive Audits
    • Media evaluation
    • Media research
    • Primary and Secondary Research
    • Target Personas
    • Target Segmentation
  • Marketing Decision Sciences
  • Media & Public Relations
    • Press Releases
  • Media buying
  • Micro Segmentation Models/Analytics
  • Multicultural Insights and Targeting
  • Opportunity Identification
  • Paid digital marketing
    • Google adwords
    • Paid search / Search Engine Marketing (SEM)
    • Programmatic Display
    • Sponsored content
  • Post Product Launch Analysis
  • Pricing Strategy
  • Product Forecasting
  • Product Portfolio Analysis
  • Product Scorecard development
  • Search Engine Optimization (SEO)
    • SEO keyword research
  • Social media marketing
    • Organic content (own feed)
    • Promoted content
  • Target Market and Competitive Audits
  • Traditional marketing
    • Direct mail
    • Radio
    • TV/Broadcast
  • Web/campaign analytics
    • Conversion rate optimization (CRO)
    • Google analytics
    • Google tag manager (GTM)
• Operations
  • Carbon Management
    • Climate Change Problems
    • ESG - Designing the Framework
    • Renewable Energy
    • Traditional Energy
    • Transforming to Carbon-Neutral, Carbon-Negative
  • Customer support
    • Customer success/training
    • Integrations
    • Planning and setup
    • Refactoring and Migrations
    • Support systems and sortware
  • Event management
  • Inventory planning and optimization
  • Operational efficiency
  • Operational strategy & planning
  • Operational strategy & planning
  • Performance monitoring and KPIs
  • Policies and guidelines
  • Policies and guidelines
  • Process automation
    • Automation strategy
    • Zapier
    • Zoho Flow
  • Process design
  • Process mapping
  • Project management
    • Agile & Scrum
    • Program management
    • Project strategy
    • Waterfall project management
  • RFx Management
    • Develop RFx
    • Evaluate RFx bids/responses
    • Respond to RFx
  • Social Determinants of Health
  • Supplier Quality Management
  • Supply chain management
    • Logistics
    • Procurement & Vendor management
    • Supplier relations
• Product & Design
  • Business analysis
  • Creative
    • Creative-concepts
    • Design systems
  • Information architecture (IA)
  • Product management
    • "Moonshot" Problem solving
    • Go-to-market strategy
    • Product design and vision
    • Requirements specifications
    • Roadmapping
  • User Experience (UX)
    • Focus groups
    • Usability testing
    • User interviews
    • User research
  • User Journey building
  • User-centered design
• Sales & eCommerce
  • B2B Sales
  • B2C Sales
  • Customer relationship management
    • CRM systems
  • E-Commerce
    • Procurement-Cost-Reduction
    • Product descriptions
    • Product Research
    • Store Management
  • Lead generation
  • Sales optimization
    • Marketing assessment
    • Sales Process Refinement
    • Sales Training
  • Sales strategy
    • Selling domestically
    • Selling internationally
• Technology & Data
  • Artificial intelligence (AI)
  • Audit & evaluations
  • Data Curation, Sourcing / Licensing
  • Data Visualization Creation
  • Geo-Spatial Data Platforms
  • Hosting and cloud services
    • Cloud Services Application
    • Hybrid Cloud Solution
    • Private Cloud Solution
    • Public Cloud Solution
  • Hubspot
  • IT Infrastructure
    • Application Management
    • Database Management
    • Monitoring Alerts and Notification
    • Network Management
    • Security Management
    • Server Management
    • Server Provisioning
    • Storage Management
  • IT roadmap & planning
  • Machine learning (ML)
  • Managed services
    • Auditing and compliance
    • Cloud computing setup and management
    • Cybersecurity, or Security-as-a-Service
    • Data analysis and reporting
    • Data backup and disaster recovery
    • Digitalization and Data Integration
    • IT support services
    • Managed communications
    • Networking infrastructure setup and management
  • Mobile app development
  • Mobile web development
  • Monetizable Data Products Design
  • Security
    • Cloud Application Security
    • Data Security
    • Email Security
    • Encryption
    • Mobile Security
    • Network Security
    • Server Protection
  • Software
    • Custom Software Development
    • Enterprise systems (ERP)
    • Hubspot
    • MVP Building
    • Prototyping
    • Software architecture
  • Use no-code platforms
  • Web development
  • Zoho