I help clients solve their business problems with technology.
I can 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.
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.
The following are a few of the projects I've led:
I was the strategic advisor to a national, health services sector nonprofit and led a $2.5M Digital Transformation. The project included:
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.