Consulting

One consulting service, scoped to what you actually need.

Assessment, recommendations, research and proposals, or leading the full implementation, including building the software ourselves when that's the fix. Most of that work today is digital transformation, AI strategy, and AI implementation, but the scope is always set by the project in front of us, not a fixed package.

And if the fix turns out to be one of the products we've already built, that's what our software practice is for.

How Scope Adapts

Engagements start wherever you need them to

This is the full range, not a required path. Most projects only need one or two of these.

Assess

Where things stand

A focused look at the problem and the realistic options, before anything gets recommended.

Recommend

What actually fits

A specific recommendation tied to your situation, not a generic strategy deck.

Research & Propose

The formal case

Funding justifications, RFP responses, or a business case built to withstand scrutiny.

Lead the Implementation

All the way through

Delivery through to done, including building the software ourselves if that's the fix.

Digital Transformation & AI

Where consulting scope adapts the most

Most active engagements today. Same scoped approach, applied to two closely related problems.

AI Strategy & Implementation

Adopt AI without the expensive false start

What you get: a rollout your staff actually use, tools chosen for your workflows instead of the loudest demo, and none of the compliance exposure that comes from moving fast without governance.

Most failed AI initiatives don't fail on technology - they fail on adoption, because nobody built the business case or prepared the people before the tool showed up. We start with the case, then the tool, then the training, in that order, at a pace your organization can actually absorb.

  • A readiness and risk assessment before you commit budget
  • A business case tied to a specific problem, not a general "AI strategy"
  • Governance that satisfies your compliance and regulatory obligations
  • Change management so the rollout survives contact with your team
  • Structured testing to validate the solution's trust, reliability, and scalability before full rollout

Testing is one of our specific areas of expertise - identifying how to efficiently and rigorously test AI solutions before they carry real operational weight. We also work particularly often with higher education, retail, telecom, and transportation organizations navigating procurement and policy constraints.

SKIP TESTING TRUST LOST TEST FIRST TRUST EARNED

Same automation, two branches - testing is the fork between trust lost and trust earned.

When an AI implementation or automation gives the wrong result even once, trust in it disappears immediately - and it's hard to win back. That first bad result doesn't just cost the project its ROI; it makes every future AI initiative harder to get buy-in for.

We test every scenario a system will actually encounter - including what happens well after go-live, like a normal transaction such as a renewal - before handing anything off to a downstream system or an AI agent to automate. Getting it right the first time isn't optional. It's the only way AI earns the trust it needs to deliver a return.

The gap was caught and fixed before launch - protecting the one thing an AI rollout can't recover once it's lost: the trust of the people using it.

"Good call, we should add this scenario."Technical Lead, Telecom
Business Analysis & Project Management

Get the plan across the finish line

What you get: a transformation shaped by every type of implementation we've run - SaaS, custom apps, enterprise systems, migrations, robotic process automation, websites - so risks and issues get caught early, not after they've become expensive.

We've done enough of these to know what actually works and what only looks good in a proposal. Every plan is built around your real constraints - limited resources, competing operational priorities, and an honest read on how ready your organization actually is for change - not a generic template stretched to fit. We sequence for early wins, so the project builds its own momentum instead of asking for a year of faith before anyone sees results.

Change management runs alongside the plan from day one, not as a separate track bolted on later - so people understand what's happening, what's in it for them, and why the change is worth the disruption. We also look at what you already run: new systems get built to work with your existing ones, not around them, so you're not trading one kind of friction for another.

The result is a project people actually want to be part of - with transparent, recurring status reporting throughout, so nothing surfaces as a surprise six months in.

"You set the bar for efficient planning and delivery on a complex project — other teams have been asking how you do it."Enterprise Architect
  • PMP-certified project leadership from day one to delivery
  • Certified Change Practitioner (Prosci) approach to adoption, not just rollout
  • Realistic sequencing that accounts for your resources, priorities, and change-readiness
  • Compatibility checks so new systems work with what you already run
  • Transparent, recurring status reporting - risks and issues surfaced early, not buried
  • Stakeholder communication in English and French, without losing nuance
ASSESS PLAN BUILD SUSTAIN COMMS RISK TRANSPARENCY

Communication, risk tracking, and transparent reporting run underneath every phase - not boxed into one step.

Case study

Advancing a Digital Experience Platform strategy across a fragmented institution

The situation: A higher education institution was managing dozens of decentralized websites, each with its own approach to content management - inconsistent user experience, fragmented branding, and analytics nobody had the access or knowledge to actually use.

The approach: A structured current-state assessment came first, built through stakeholder workshops that surfaced real disagreement about the problem itself. That informed an architecture decision - a hybrid CMS model balancing flexibility with the institution's actual internal skillset - and, critically, a Target Operating Model defining who would own what once the new platform existed.

The outcome: A prioritized, RFP-ready requirements set, stakeholder buy-in strong enough that people volunteered for vendor evaluations, and a multi-year roadmap the institution could actually execute against. The Target Operating Model work alone reshaped the org chart - new roles were created specifically for the future state, and a function was relocated into IT so it would actually be supported long-term instead of orphaned in a department without the technical capacity to maintain it.

"Technology alone cannot solve systemic fragmentation - true transformation begins with aligning people, purpose, and process before selecting the platform."

How we actually run this

research

Analyst & peer research

Independent research (including analyst firms) and direct consultations with peer organizations running comparable systems - real-world lessons, not just vendor claims.

assess

Current state, right-sized

Enough depth to be actionable, not so much it stalls momentum - including where change fatigue already exists among the people who'll live with the result.

procure

Strategic procurement

Requirements and evaluation criteria shaped by research, not guesswork - including lessons from a cancelled RFP, where unclear scope produced bids too different to fairly compare.

measure

KPIs that outlast go-live

Adoption, usage, and satisfaction tracked at 6, 12, and 18 months post-implementation - not just a launch-day success metric.

An RFP evaluation process was set to review every bid in full, wasting evaluator time on vendors that weren't qualified from the start.

Restructured the evaluation into stages, filtering unqualified bids out at stage 1 before the full evaluation team spent time on them.

Evaluators only reviewed bids that had already cleared a qualification bar - less wasted time, a faster process.

"This is an innovative approach to structuring an RFP."Purchasing Manager, Higher Education

"You are so good at what you do, thank you."

Product Manager, Telecom

"This is brilliant."

Director, Higher Education - on a strategy proposal
Trade & Export Risk

Start with ExportReady. Bring in consulting when you need more.

ExportReady gives you the assessment and the roadmap to start with. When you need an extra pair of hands to plan the expansion itself, or your situation goes beyond what the tool covers, direct funding applications, hands-on market entry, negotiation, that's consulting.

The ground under Canadian SMEs has been shifting fast, and uncertainty isn't a phase anymore, it's the new normal. Most businesses we talk to already know they're leaning on one market too heavily. What stops them isn't denial. It's not knowing where the actual risk sits, what order to tackle it in, or whether they're even ready to move yet.

ExportReady solves the first part on its own: a self-serve readiness assessment and a 12–24 month roadmap, available any time, without waiting for an engagement to start. Consulting picks up from there, for the parts a tool can't do by itself:

  • Direct funding applications: CanExport, EDC, FITT, and other programs
  • Hands-on market entry work: partnerships, distribution, on-the-ground research
  • Negotiation and relationship-building in a new market
  • Anything specific to your industry a general assessment can't cover

Read more on preparing to diversify when U.S. exports slow.

FREE TRADE AGREEMENT GROWTH HUB PRODUCT FIT

One export dependency, branching into three concrete reasons a new market gets chosen.

Canadian SMBs starting to think about international expansion had no self-serve way to begin. A proper current-state assessment meant hiring a consultant - and lean teams, already stretched thin navigating unfamiliar territory, didn't have the time or budget to make that the first step.

Rather than build another consulting package to run the same assessment manually for every client, we built the assessment itself into software - so any SMB could get an initial export-readiness score on their own, without waiting for an engagement to start.

ExportReady evaluates a business across 9 readiness pillars, explains the rationale behind each score and why it matters, and sequences recommendations in the right order - so an SMB can start planning today instead of waiting weeks for a consultant's first look.

"As a small business owner exploring export for the first time, I don't have time to navigate complex processes. ExportReady was quick, easy to use, and immediately gave me a score with explanation highlighting the gaps in our strategy."Sophie D., Owner, Ontario SME

Not sure how much of this you actually need?

That's exactly what the first call is for. No proposal required to find out.

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