Digital Coaching & Consulting for Decision-Makers

• Transformation Strategy
• Automate Processes
​• Change Management
• Digitize Operations
​• Digital Adoption

Assisting business leaders to navigate digital trends and explore vendor-neutral software solutions for organizational effectiveness.

Questions?

Approved CDAP Advisor                     

Transform Your Business in 90 days

Advanced Technology Strategies for Automating Business Processes  |  Achieve  ≥ 300% ROI

Undecided? Try a Group Coaching Workshop session here FREE

Included:

Select 12-Week Program
A Digital Strategy/Adoption Plan
Includes:
  1. Current State of Installed Business Technology
  2. Recommendations for Process Improvements
  3. Technology/Software Implementation Road Map
Private Coaching

Weekly coaching to assist in digital strategies for automating processes

FREE Business Software ≥40 Apps

Employee Management, E-Commerce, Bookings, Bookkeeping, CRM, Project/Product Management, Field Service, Collaboration, Productivity, Analytics, etc.

Unlimited Skill Development Tutorials

• Manage From Your Mobile

• Role of Chat GPT/AI for Business
• Collecting Data for Informed Decision-Making
• Overcoming Transformation Challenges
• Change Management for Digital Adoption
• Workforce Optimization

• More...

Driven by client requirements 

Qualifies for the Canada-Provincial Job Grant

Private Coaching Topics                              
  1. Employee/Contractor Management
  2. Frictionless Customer Experiences
  3. Contacts and Calendars
  4. Communications and Collaboration Tools
  5. Productivity Tools
  6. Data-Driven Decision-Making
  7. Digital Tools for Effective Financial Management
  8. Tools for Managing Projects and Client Work
  9. Customer Engagement (Sales and Marketing)
  10. Merchandising and E-Commerce
  11. Recruiting and Application Tracking Systems
  12. Field Service Management

    Our Team, Associates and Partners

    Dianne Clark, PMP - CEO

    Chief Business Strategist
    Digital Operations Coach/Consultant

    Eryn Billings

    Digital Strategy + CDAP
    Communications Specialist

    Renee Christensen, BA

    Digital Strategy Consultant
    Project Management, Digital Arts

    Kathryn Renton, MA

    Senior Research Analyst
    Behavioural Data Scientist/AI Specialist

    Neil Cosby, CHRL, MBA

    Human Resources Consultant
    Infrastructure + Reorganization

    Hilda Gan, RN, MHSc, CHRL

    Work Culture and HR Expert
    Author, Speaker, Trainer

    Podcasts and Training Videos

    Surpass Performance Goals!

    With Bespoke Digital Strategy and Effective Change Management for Remote Operations (if needed)

    Digital Strategy

    Specifying a direction involving digital products or technology services.

    Some coaching included

    Change Management

    Applying employee engagement principles to adopt productive workflows

    Generate new capabilities

    Training Programs

    Applying collaboration strategies along with suitable productivity tools

    Job Grant Eligibility

    Executive Coaching

    Coaching in selected technology themes or digital products/services

    Some configuration included

    Helping Leaders Succeed in a Digitized Workplace

    A Proven Track Record Leading Large-Scale Organizational Change

    Device Training

    Competence in Operating Apps/Devices
    Healthcare, Travel, Productivity, Education, Lifestyle, Fitness, Diet, etc.

    Technology Presentations

    Technology Options for Decision Makers

    Showcasing a Trend, Device, Application or Service for Efficient Operations.

    Technology Skill Development

    Effective and Sustainable Transformation
    Workshops, Coaching, e-learning, Formalized Programs, Online Support, etc.

    Project Management

    Execute Technologies To Propel Organizations Forward
    Capacity Building Through Transformation Planning, Implementation and Execution

    Strategies for Attracting, Engaging and Retaining Employees

    Increase Organizational Capacity
    Determine what makes an attractive and high performing organizational culture.
    Examine personal lifestyle routines to better understand productivity gaps.
    Explore productivity trends that support work and lifestyle routines.
    Examine how organizational values shapes organizational culture and  capacity.
    Build a Collaborative Workplace
    Design a path for digital transformation that attracts and retains employees.
    Explore productivity incentives for employees driven by work-life requirements.
    Identify digital competencies required for success in both work and lifestyles.
    Apply strategies that empower employees motivated by productivity requirements.
    Learn More →
    Cultivate Employee Engagement
    Create agile policies that engage employees, resulting in higher performance.
    Apply innovative approaches to attraction, engagement and retention processes.
    Explore creative approaches to traditional compensation tactics.
    Explore agile incentive and reward programs positioning organizations for ongoing success.

    Engagement Strategies

    Customer Engagement

    Imagine, a medium that brings members/clients and other stakeholders together in one place, making it easier to collaborate. Build on ideas and assign and complete tasks collaboratively. A private social network for team discussion and sharing various content and resources.

    Automated Marketing

    Create, send, and track effective, permission-based email campaigns, helping you build a strong member base. Easy list management that integrates with your CRM. Go beyond the first name. Make your messages dynamic so that every recipient feels that your message is written just for them.

    Event Management

    Create memorable event experiences from website creation, ticketing, and event promotion to attendee registration and engagement. Provide a mobile app and empower attendees to participate during sessions, make announcements and enable guest networking. 

    Centralized Social Media

    Manage your reputation using popular social networks. Using a single browser window, manage and post content, interact with followers and monitor conversations across social channels. Using a collaborative dashboard schedule posts, monitor keywords and engage prospects.

    WYSIWYG Websites

    Let your website do the talking with easy browser layout tools. Whether you're a first-timer or a pro, quickly build professional looking websites. Optimize your web pages for information, events or learning. Engage website visitors and convert them into members/clients.

    Surveys and Forms

    Personalize emails, send PDF copies of responses, or use form data to create event tickets, contracts, and more. Use conditional logic to trigger replies, assign tasks, and display thank you pages based on the responses you receive. 

    Video Production

    For education or entertainment, use video to engage visitors. From creating a solid script, creating your own footage or hiring out, video is a refreshing way to convey more about your organization. Feature employees, members or simply use a voice over for story telling or to explain a complex concept.

    Team Collaboration

    Relationship Management (CRM/AMS)

    Leverage a cloud-based CRM/AMS to manage members, prospects, vendors, sponsors and donors in one place. Speed transactions and leverage insights to engage stakeholders. Track sales/membership pipelines for increased efficiencies and frictionless  experience. 


    Project Management

    Plan, track, and collaborate on multiple projects across internal and/or external teams to get things done. Milestones, task lists, and more help organize complex projects into manageable units. Gantt charts provide detail on the schedule and progress of tasks. 

    Web-Conferencing

    Create and present interactive presentations to audiences from anywhere. Attract larger audiences to your online events, educational webinars and online meetings. Upload video and other content, share and present right from within your browser. 

    Team Messaging
    Why wait on email when messaging in real time can boost your team's productivity. Share files and make audio or video calls, right from a chat window. Brainstorm with colleagues and execute your vision. Keep up with your team, no matter where you are.
    Shared File Storage

    Securely store and share files and documents with teammates, partners, vendors, or customers. Create beautiful slide decks, efficient spreadsheets, and slick online word documents, which allow for editing anywhere. Sign documents digitally and request signatures.

    Unified Communication
    UC is a business term for the integration of enterprise communication services such as instant messaging (chat), presence information, voice (including IP telephony), mobility features, audio, web & video conferencing, desktop sharing, call control and speech recognition with services such as unified messaging (integrated voicemail, e-mail, SMS and fax).
    E-Learning

    Create and deliver interactive course content online complete with certificates. Track assignments, schedules and monitor the participation of learners. Post group projects for teams to work together on common goals. Share articles, videos and foster collaborative writing for joint authoring.

    Back-Office Processes

    Integrated Reporting
    Proactive business intelligence obtained by modern digital tools that integrate analytics/reporting level the playing field. Integrated software that creates appealing data visualizations and insightful dashboards. Blend data from multiple sources. Let AI be your intelligent assistant complete with KPI drivers.
    Financial Integrations

    Intuitive use of online accounting software can track the health of your organization. Turn time-sheets and receipts into expense reports for quick approvals. Automate membership renewals for real-time, accurate reporting. Bill or collect payments online and integrate with a CRM.

    E-Commerce
    Manage your entire web store—from start to finish—on one platform. Access all the tools you need to build a website, accept orders, track inventory, process payments, manage shipping, market your brand, and analyze your data.
    Human Resources

    Technology can manage human resources in terms of staff performance, approvals for time off, etc. Easily track time and attendance. Find new talent using professional recruiting tools. Let employees log time-sheets, update their own personal data, skills sets, and more.

    Custom Applications

    Explore over 50 ready-to-use business custom app templates. Using drag-and-drop, build forms and dashboards that are natively mobile. From managing logistics to providing a search engine on  your website, we can showcase pre-built solutions that cater to every unique aspect of your organization.

    Automated Tasks

    Every business runs on hundreds of processes, and with technology improving every day. Most of those operations are still performed manually. To help you run your business more efficiently we'll showcase AI and other tools that can automate all your business needs.

    Custom Email Accounts

    Set up feature-rich, fast, ad-free email for your organization. Establish custom domains and use a control panel to create individual mailbox, group accounts, etc. Take emails, groups, events, notes and tasks where ever you go and keep communications flowing using a mobile app.

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