Selected Engagements

The following are representative assignments, designed to showcase the breadth of our experience. What distinguishes each of our engagements is the lasting impact of our work – and the strong relationships we develop. (Listings are in no particular order.)

National Law Firm

Developed Social Media policy and strategy framework.

National Industry Association/Education

Developed Social Media strategy framework.

National Industry Association/Media

Led planning process to align and prioritize all programs and initiatives with new strategic plan.

Large School Board

Strategy assignments, Technology vendor assessments, Branding projects for one of Canada’s largest public boards.

Large multi-jurisdictional US-based Law Firm

Introduced User-led software development methodologies for a large portal project.

Medium-sized software publisher

Introduced product development planning methodology, and tightened the linkages between marketing and development.

UK-based training organization

Created organization name and branding strategy.

National Newspaper

Conceptualized and designed Canada’s largest financial reporting and news portal.

International Publisher

Led all divisional internet-based marketing planning meetings, using STRATA methodology. Counsel to Senior IT management.

National Media Conglomerate

Developed business model and led the start-up for the country’s then-largest on-line presence.

Large Venture Capital Company

An exploration of the issues related to possibly outsourcing all IT infrastructure to a major vendor.

National Charitable Foundation

Set strategy and tactics to move communications and fundraising activities to an integrated marketing model.

International Financial Institution

Conceived and executed a trading system that currently transacts the majority of the institution’s foreign exchange trading.

Entrepreneurial Creative Agency

Provided strategic planning and coaching services to partners.

National Financial Services organization

Developed shared service model for meeting the needs of national decentralized business units.