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 * hello@trendspire.com
 * 416.360.5575

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 * Main
 * Our Expertise
 * Services
 * AI Adoption
 * Strategic Partnerships
 * Podcasts & Videos
 * Our Team
 * About Us





DIGITAL TRANSFORMATION CONSULTING

We possess a unique blend of digital expertise, productivity know-how, and a
collaborative spirit. As a vendor-neutral digital coaching and consulting
agency, we work across various industries, driving successful digital
transformations and enhancing overall business performance.


Learn More



OUR EXPERTISE

Digital Proficiency
 * Comprehensive knowledge of emerging technologies like artificial
   intelligence, machine learning, cloud computing, and the Internet of Things.
 * Experience in implementing digital solutions across various industries.
 * Understanding of digital strategy development and execution.
 * Proficiency in data analytics and insights generation.

Productivity Enhancement Skills
 * Expertise in process optimization and workflow redesign.
 * Knowledge of agile methodologies and lean management principles.
 * Experience in change management and organizational restructuring.
 * Understanding of human-centered design and user experience optimization.

Collaborative Approach
 * Strong communication skills and ability to translate complex technical
   concepts for non-technical audiences.
 * Flexibility in adapting to different organizational cultures and working
   styles.
 * Willingness to co-create solutions and share knowledge.

Innovation Mindset
 * Continuous research and development in emerging technologies and
   methodologies.
 * Ability to envision and articulate future business models and opportunities.
 * Track record of developing innovative solutions to complex business problems.

Cultural Alignment
 * Shared commitment to client success and ethical business practices.
 * Complementary corporate culture and working style.
 * Alignment on quality standards and delivery expectations.

SERVICE SUITE


We address the unique challenges in today’s rapidly evolving digital landscape
by combining cutting-edge technology with strategic insights in order to drive
organizational change and enhance operational efficiency.


Book a FREE Strategy Session

STRATEGIC ASSESSMENT AND ROADMAP DEVELOPMENT

 * Analyzing client's current digital landscape i.e. technology infrastructure
   and capabilities
 * Identifying pain points and inefficiencies in current business processes and
   workflows
 * Evaluating the organization’s digital maturity, organizational culture, and
   readiness for change

Based on this assessment, a tailored digital transformation roadmap is
developed, outlining short-term and long-term goals, prioritized initiatives,
and expected outcomes.

COMPREHENSIVE DATA STRATEGY

 * Data governance and management frameworks
 * Implementation of advanced analytics and business intelligence tools
 * Development of predictive models and data-driven decision-making processes

SELECTION, IMPLEMENTATION AND INTEGRATION

 * Cloud migration and infrastructure modernization
 * Implementation of AI and machine learning solutions
 * Deployment of robotic process automation (RPA) tools
 * Integration of Internet of Things (IoT) devices and platforms

PROCESS OPTIMIZATION AND WORKFLOW REDESIGN

 * Mapping and analyzing current processes
 * Implementing digital workflow management systems
 * Establishing key performance indicators (KPIs) to measure improvements

CHANGE MANAGEMENT STRATEGY

 * Conducting training programs for employees at all levels
 * Creating digital adoption plans and support systems

CYBERSECURITY ASSESSMENTS AND RISK MANAGEMENT

 *  Implementing robust security measures and protocols
 * Developing incident response and recovery plans

CONTINUOUS IMPROVEMENT AND INNOVATION

 * Review performance and optimizing recommendations:
 * Keeping the client updated on emerging technologies and industry trends
 * Continuous refinement of the digital transformation strategy

MEASURING OUTCOMES AND ROI TRACKING

 * Establishing baseline metrics and target improvements
 * Regular reporting on key performance indicators
 * Quantifying productivity gains and cost savings



CHANGE MANAGEMENT STRATEGIES AND SOLUTIONS



PRODUCTIVITY IMPROVEMENTS


 * Time Management and Productivity
   
 * Work Environment Optimization
   
 * Leveraging of AI (Artificial Intelligence)
   
 * Recommended Technology and Digital Tools
   
 * Strategies for Collaboration and Communication
   
 * Strategies for Continuous Learning and Skill Development
   

Book a FREE Strategy Session

TRANSFORMATION FOR CHANGE LEADERS

Take this program if you want to learn more about:
 1. Strategies for Resource Efficiency
 2. Enhancing Workloads and Hybrid Experiences
 3. Leveraging Technology
 4. AI for Creativity and Innovation
 5. Building Trusted Relationships
 6. Transformative Business Models
 7. Data-Driven Reporting
 8. Transformation Office Implementation


WORKLOAD OPTIMIZATION CONSULTING


 * Stakeholder and Employee Engagement
 * Establish Priorities and Communication Channels
 * Workload Assessments: Time, Scope and Intensity
 * Resource Utilization/Distribution
 * Explore Opportunities to Save Time/Money
 * Identification of Barriers to Productivity


AI GROWTH ACCELERATOR / AI ADOPTION PROGRAM

Optimize Your Business in ≤ 3 Months with Hands-On Coaching of Integrated AI
Tools and Strategies





Includes per/Organization:

• A Weekly Private Engagement with an AI Adoption Partner/Advisor Specialist

• Project/Change Management

• Hands-On Migration Assistance

• 24x7 Messaging Support

• 50+ AI Powered ERP Tools and Applications

Register Here

Ask us how to obtain a government grant for 50% towards all fees.


AREAS FOR AI ADOPTION


AI FOR PEOPLE MANAGEMENT

AI for Human Resource Management
 * Intuitive Employee Assistance
   
 * Automated Onboarding
    * Convert New Hires to Employees
    * Automated Onboarding Process

 * Automated Performance Queries
 * Analytics and Insights
    * Time to Hire
    * Quality of Hire

 * Optimize Resource Allocation
 * Optimize Workloads

AI for Recruiting
 * Intelligent Candidate Matching
 * Effective Resume Parsing
 * Chatbot Assistant
 * Intuitive Candidate Search
 * Public Source Scraping
 * Skill Assessment (Intuitive Scoring)

AI for Project Management
 * AI Summation of Project Data
 * AI Task Generation
 * Generate Project Descriptions and Summaries
 * Natural language queries
 * Paraphrase and rephrase to improve project content clarity and tone
 * Identify potential roadblocks or delays
 * Analyze comments to spot common themes or issues
 * Optimize project performance
 * Predictive Analytics based on project data and/or user actions

AI for Communications
 * Chat via text or voice to retrieve information, perform tasks, get
   insightshat via text or voice to retrieve information, perform tasks, get
   insightshat via text or voice to retrieve information, perform tasks, get
   insights
 * Intelligently fetch  relevant data, figures, reports, and charts
 * Voice commands to ask questions, create reminders, take notes, or update
   records
 * Predictions and Insights
    * Sales predictions
    * Churn Prediction
    * Anomaly Detection

 * Personalization and Recommendation
    * Next best action
    * Best time to contact
    * Assignment Suggestions

 * Content generation, summation and language refinement
 * AI-driven Insights for contextual and actionable narratives in textual and
   visual formats
 * Conversational Analytics
   

AI for Analytics
 * Find public data-sets more easily
 * Create formulas and SQL queries using natural language
 * Generate relevant and accurate query responses
 * Intelligent and automated insights
    * Diagnostic Analytics bringing decision intelligence
    * Query in other languages
    * trigger actions and build custom data models
    * Engaged conversations within IM channels like MS Teams to generate faster
      and more contextual insights

 * AI-Powered automated generation of Metrics, Reports, and Dashboards
 * Predictive AI Capabilities
    * Forecasting trend analysis
    * Anomaly detection and alerting
    * Clustering
    * What-if analysis

 * Data Science and Machine Learning (DSML) Studio
    * No-code assistant enabling users to build custom models with features
      like:
       * Feature engineering
       * Hyperparameter tuning
       * Model analysis and comparison

 * Code Studio
    * Develop custom models and functions
    * Import models from other sources
    * Use code suggester for accelerated development


AI FOR CUSTOMER ENGAGEMENT

AI for Relationships Management
 * AI Assistance
    * Fetch contact information through text or voice queries
    * Update notes and records via voice inflection
    * Predict sales outcomes and win probabilities
    * Detect anomalies in sales data and activities
    * Automate routine tasks and workflows
    * Social media listening and monitoring

 * Predictive Analytics
    * Sales forecasting based on historical data
    * Lead scoring to identify high-potential prospects
    * Automated replies and follow-ups to keep leads engaged
    * Churn prediction to prevent customer loss proactively
    * Custom prediction models

 * Intelligent Automation
    * Suggesting and creating custom workflows based on activity patterns
    * Automating time-consuming tasks with AI-generated macros
    * Assigning leads/contacts to the most suitable reps automatically

 * Personalization and Recommendations
    * Suggesting action to strengthen customer relationships
    * Recommend products for cross-selling or upselling
    * Determine the best time to contact

 * Natural Language Processing for:
    * Analyzing customer interactions, emails and chat logs
    * Sentiment analysis to prioritize urgent communications
    * Automated capture of activities

AI for Marketing and Sales
 * Sales Predictions and Insights
    * Prioritize high-probability opportunities
    * Filter on the most promising leads
    * Optimize Resource Allocation
    * Detect anomalies in sales trends and deviations

 * Intelligent Lead Management
    * Auto-route leads to the most qualified reps
    * Enrich lead data by scraping public sources

 * Personalized Customer Interactions
    * Ideal time to contact
    * Cross-selling/upselling suggestions
    * Predicts likelihood for repeat purchases

 * Marketing Optimization
    * Campaign Performance Analysis
    * Custom Segmentation
    * Sentiment analysis

 * Conversational Interface
    * Quickly create records, schedule meetings, etc.

 * Predict outcomes of sales/marketing activities
   

AI for Issues Management
 * Intelligent Ticket Routing
   
 * Automated Interaction Summaries
 * Suggested Responses with customized ton, length and structure
 * Sentiment Analysis
 * Predicted Anomalies in ticket patterns and metrics
 * Forecasting of ticket volumes and trends to better allocate resources
 * Conversational AI to quickly identify and retrieve key information
 * Smart Summarization of notes and documents
 * Workflow automation with AI context for issue resolution processes
 * Macro Suggestions for repetitive tasks

AI for Event Management
 * Attendee Engagement
    * AI-powered networking to facilitate meaningful connections among attendees
      matching profiles and interests
    * Real-time chat, polling, Q&A and emoji reations enhance engagement during
      virutal and hybrid events

 * Analytics and Insights
    * Deep insights into event metrics, attendee behaviour and overal event
      success
    * Event effectivenss through tracked registrations, attendance, survey
      responses and other key performance indicators

 * Automation
    * AI automation of repetitive tasks like emial, attendee check-ins, badge
      printing, etc.
    * Lead prediction and followups
    * Social media listening and monitoring

AI for Meeting Management
 * AI-Powered Transcriptions
 * Auto-Generator Keynotes
 * AI-Assisted Analytics
 * Lead and Deal Prediction
 * Voice Assistance
 * Macro-Suggestions
 * AI Enhanced Data Management


AI FOR BACK-OFFICE PROCESSES

AI for Financial Management
 * Intelligent insights and automation across various processes
 * Smart Predictions and Suggestions
 * Automated Data Entry and Categorization
 * Advanced Analysis and Reporting
 * Intelligent Dashboards
 * Predictive Analytics
 * Automated Workflows
 * Smart Automation Rules
 * Intelligent Document Processing
 * Fraud Detection and Compliance
 * Personalized Insights

AI for Inventory Management
 * Smart Inventory Forecasting
   
 * Automated Reordering
 * Intelligent SKU Generation
 * Anomaly Detection
 * Dynamic Pricing Optimization
 * Predictive Analytics
 * Smart Barcode Scanning
 * Intelligent Package Geometry Optimization

AI for Document Management
 * Intelligent Organization and Search
   
    * Tag based on content
    * Natural language queries

 * Automated Data Extraction
 * Content Analysis
    * Extract key information like topics, entities, sentiment

 * Version Control and Collaboration
    * Ease of rollback to previous versions
    * Suggest relevant collaborators based on document content and user activity

 * Security and Access Control
    * Detect sensitive information in documents and apply appropriate
      restrictions and security measures

 * Workflow Automation
    * Document analysis for process improvements
    * Automate repetitive tasks like routing for approvals

 * Predictive Analytics
    * Document usage patterns
    * Determine which documents may be needed in future
    * Proactive filtering

AI for Farming Management
 * Precision Agriculture
    * Crop Monitoring
    * Optimized Inputs
    * Smart Irrigation

 * Predictive Analytics
    * Yield Prediction
    * Pest and Disease Management
    * Market Intelligence

 * Sustainability Metrics
    * Carbon Tracking
    * Resource Efficiency
    * Sustainability Reporting

 * Continuous Improvement
    * Adaptive Algorithms
    * Localized Solutions

Custom Applications with AI
 * Predictive Analytics
 * Computer Vision
 * Natural Language Processing
 * Custom AI Modeling
 * AI-Assisted Data Enrichment
 * Automated Insights

YOUR STRATEGIC PARTNER FOR COLLABORATIVE AND INFORMED LEADERSHIP

(IF HELPFUL, WE'LL INCLUDE THE SOFTWARE)

BUSINESS/IT STRATEGY

Guiding organizations in integrating technology, optimizing processes, and
fostering cultural change for enhanced operational efficiency.


Business Strategist

Digital Strategist

Change Manager

Collaboration Strategist

Cyber Security Advisor

Technology/Digital Adoption

Process Strategist

System Selection Advisor

Rapid Application Developer

LEADERSHIP/GOVERNANCE

Specializing in organizational governance, coaching Boards while engaging
stakeholders for strategic planning and advising on best practices.

Risk Manager

Strategic Planner

Policy Developer

KPI Developer

Operations Strategist

Board Developer

Collaboration Strategist

Organizational Effectiveness

Change Manager

HUMAN RESOURCES

Empowering organizations by enhancing employee engagement, fostering culture,
and driving performance while supported by digital processes.


Change Manager

Collaboration Strategist

Employee Engagement Specialist

HRIS Adoption Specialist

Leadership Skills Developer

Performance Strategist

Workload Optimizer

Recruiting Strategist

Remote Workforce Planner

COMMUNICATIONS

Driving collaboration and strategically enhancing messaging, ensuring clarity
and engagement across diverse audiences and platforms.

Communications Strategist

Collaboration Strategist

Public Relations Advisor

Relationship Specialist

Content Strategist

Unified Communications Specialist

RESEARCH/BUSINESS DEVELOPMENT


Transforming data into actionable insights, for stakeholder driven
decision-making, resulting in strategic  growth and business development.


Data Analyst

Data Visualizer

Researcher

Dashboard Integrator

Measurement and Evaluator

AI - Machine Learning Specialist

SALES/MARKETING

Enhancing business growth by analyzing market trends, developing tailored
strategies, and optimizing client engagement efforts.


Client/Customer Engagement

Fundraising/E-Commerce Specialist

Marketing Strategist

Polls/Survey Developer 

Sales Pipeline Developer

Social Engagement Strategist


PROGRAM HIGHLIGHTS

FOUNDATION AND ASSESSMENT


Kickoff and Goal Setting


AI Basics and Software Introduction
 * Review AI concepts
 * AI Assistant
 * AI-Power Search
 * Generative AI Capabilities
 * Automated Analysis
 * Predictive Analytics

AI STRATEGY DEVELOPMENT


AI Use Case Identification
 * Use Analytics to analyze business processes and identify potential AI
   applications
 * Conduct brainstorming sessions to discuss and prioritize use cases



Determine Priority AI Workflows   


Select from AI Focus Areas (below)
AI INTEGRATION AND EXPLORATION

AI Fundamentals
 * Showcase AI capabilities across software apps
 * Set up AI software tools and application



AI-Powered User Experience
 * Explore AI features and capabilities
 * Prioritize AI features for implementation
 * Provide hands on training for participants on AI for conversation summaries,
   knowledge base crawling, sentiment analysis and other processes

AI-ENHANCED MARKETING AND CONTENT CREATION (OR Select other focus area)


Social Media AI Integration
 * Generate social content using AI with suggested hashtags, optimizing posts
 * Create AI-powered social media campaigns



AI-Driven Content Management
 * Explore AI for generating and optimizing webpage content
 * Develop AI-enhanced marketing materials



AI BUSINESS INTELLIGENCE and AUTOMATION (OR Select other focus area)


Data Analysis and Visualization
 * Use AI capabilities to create insightful dashboards and reports
 * Conduct a workshop on AI-driven decision-making



Workflow Automation
 * Implement AI-powered automation
 * Create custom functions to enhance business processes

AI ADOPTION AND FUTURE PLANNING

AI Adoption Metrics and Evaluation
 * Track and measure AI adoption across the organization
 * Conduct surveys to gather feedback on the AI implementation



Future AI Roadmap
 * Develop a long-term AI strategy using insights gained from the program
 * Present final AI adoption plans and outcomes

EMPLOYEE MANAGEMENT

 * Streamlined processes, from recruitment to off-boarding
 * Simplified employee onboarding with digital tools
 * Automated attendance tracking for accurate payroll management
 * Empower employees with self-directed shift management tools
 * Efficient leave management for better resource planning
 * Transparent communication channels for staff feedback and engagement

Building Relationships with...

• Customers

• Clients

• Employees

• Donors

• Patients

• Members

• Partners

• Volunteers

• Boards of Directors

• Constituents


CLIENT/CUSTOMER MANAGEMENT


 * Enhanced customer relationship management through unified communications
 * Detailed client history tracking for informed decision-making
 * Efficient project management tools for client deliverables
 * Automated client communication for timely updates and reminders
 * Personalized client experiences tailored to individual needs.


REINVIGORATING ORGANIZATIONAL PERFORMANCE


Trendspire brings greater productivity and performance to teams by leveraging
technology, AI and other strategies, optimizing workloads bringing greater
capacity to accomplish more, in less time, for less money.

Our Results
• Improved Service Quality
• Higher Employee Productivity
• Enhanced Employee Happiness
Learn More


OUR TEAM, ASSOCIATES AND PARTNERS




Dianne Clark, PMP - CEO

Chief Business Strategist
Digital Operations Coach/Consultant

Eryn Billings

Digital Strategy + Business
Communications Specialist

Renee Christensen, BA

Digital Strategy Consultant
Project Management, Digital Arts



Kathryn Renton, MA, MLCert

ML/AI Engineer
Senior Data Scientist

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





TRANSFORM YOUR BUSINESS IN 90 DAYS


CHANGE MANAGEMENT FOR AUTOMATING BUSINESS PROCESSES  |  ACHIEVE  ≥ 300% ROI

Undecided? Try a Group Coaching Workshop session FREE!

Team Coaching

Skill development in digital strategies for automating processes





Driven by Client Requirements


• Attracting and Managing Top Talent

• Engaging and Managing Customers

• Managing From a Mobile Device


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

• More...

A Digital Strategy/Adoption Plan
Includes:
 1. Current State of Installed Business Technology
 2. Recommendations for Process Improvements
 3. Technology/Software Implementation Road Map

FREE Business Software ≥40 Apps

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


Learn More


Qualifies for the Canada-Provincial Job Grant



Team 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


DIGITAL COACHING & CONSULTING FOR DECISION-MAKERS


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

• TRANSFORMATION STRATEGY
• AUTOMATE PROCESSES
• PRODUCTIVITY COACHING

• CHANGE MANAGEMENT

• DIGITIZE OPERATIONS
• DIGITAL ADOPTION

Approved CDAP Advisor                     





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


PRINCIPLES 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.


EXPLORE PRODUCTIVITY TRENDS THAT SUPPORT WORK AND LIFESTYLE ROUTINES.


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  digital tools that integrate
analytics/reporting. 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.



SATISFIED CLIENTS





Bell Canada •  Sun Life • Practica Learning •  Landscape Ontario •  HNHB LHIN
• Business Development Canada (BDC) • AlphaPlus • ARPA • HRDC • Public Health
Agency of Canada • Industry Canada • Lifestyle Information Network (LIN) • CPRA
- Benefits Hub • CD Halton • Ontario Ministry of Education • Ontario Ministry of
Attorney General • Association of Canadian Community Colleges • MacEwan
University • Burlington • St. Catharines • London • Contact North, Ontario’s
Distance Education & Training Network • Niagara 211 Community Information System
• Niagara College • Brock University •  BC Electrical Association




I have been working with Dianne Clark over the past year and a half.  She first
assisted us with selection of a new HRIS/Payroll system and eventually engaged
to manage the digital adoption process.  Previous to Dianne coming onboard, our
organization’s HR processes were manual, and we had no HRIS.  Dianne was able to
assess our needs by leading us through mapping of all our HR processes and
guiding us through the selection of a system that would address our current and
long-term needs. She accomplished this through utilizing her considerable
experience and skill set in optimizing workloads for employees and teams, and
through interviews and engagement with stakeholders in the organization.

Dianne is a skilled change management leader and project manager.  She has been
a pleasure to work with, at all times professional, courteous and trustworthy,
and a strong advocate for the work we do, making herself available whenever
needed and providing sound advice and expertise. 

— Marybeth Ward, CHRL , VP People and Culture, Fred Victor

"I was first introduced to Dianne when she was presenting a talk on digital
solutions for entrepreneurs. Her coaching style is so authentic, she takes you
on a journey to arrive at a place that leaves you both satisfied and ready to
take action. She is passionate about working collaboratively and does not shy
away from acquiring the best ways to make it happen. I'm very happy I had the
chance to work with Dianne.."


— Nadira Cavers, Manager (Elastic Path)


"Looking to organize and stay on top of growing obligations? I think most of us
are, and thanks to the pro-active patience and encouragement of Dianne Clark,
making me comfortable long-term in building my network and business. I am more
than happy to suggest her services to anyone looking to get organized and build
their organization for lasting success. "

— Steffi Black, Steffi Black Coaching and Training


"Dianne is very insightful, creative, practical, effective and decisive at
business and technology planning and execution. I found her insights invaluable
for evolving our business concepts into tangible and implementable tasks and
functions. If you need someone to help you make your great ideas real, seriously
consider engaging Dianne."


— Alex Todd, Former CTO (PRESTO, Div of Metrolinx)





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CEO: Dianne Clark, PMP

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