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MY PROJECTS

I help my clients solve their business problems with technology. 

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I work closely with your staff, your customers and other stakeholders to identify what you need. I can negotiate on your behalf - with the vendors you'd approve - to budget, install and support solutions that match your needs.  I have no product or vendor affiliations, so you can be sure I always act in your best interests.

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I use my experience to suggest emerging technologies that can help you improve. I advise on what to expect and how to plan for successful outcomes while minimizing risk. I work with you to ensure a smooth transition to a productive future state.

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The following are a few of the projects I've led:

Doctor's Appointment

DIGITAL TRANSFORMATION
for life

I was the strategic advisor to a national, health services sector nonprofit and led a $2.5M Digital Transformation. The project included:

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  • Replacing the legacy Customer Relationship  Management (CRM) with HubSpot Cloud CRM;

  • Interfacing new HubSpot Service Hub to Genesys call centre for a full 360° customer view;

  • Replacing the legacy website with Shopify Plus for easy online product and subscription selling;

  • Using Bloomerang to raise funds and encourage donors;

  • Leveraging HubSpot Marketing to understand their customers & maximize revenues; and

  • Replacing hosted SAGE with Xero accounting solution to connect Finance with Sales and inventory.

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