Overview

Pinetree Advisors’ services typically cut across organizational boundaries. Our methodologies are designed to bring process and perspective to many different management challenges. For convenience, we’ve divided them into the following categories:

Management Counsel

Processes to improve the job of management, including Board membership, Executive Coaching, Risk Assessment, Facilitation, Planning and Leadership training, Investor/Acquisition Due Diligence, etc.

Marketing

Processes to improve marketing and brand effectiveness, including Blueprinting, Digital Branding and Social Media, STRATA, NAME, Brand Assessments, and Integrated Marketing Planning Workshops. Most often, we are asked to provide strategy and direction for web and social media projects, then execute.  Our design work has won a significant number of awards over the years.

Technology

Processes to improve the return on technology investment, including Knowledge Management, Project Risk Assessment, Usability testing, IT Counsel, Outsourcing, etc. Our sweet spot is web-based technology projects, including SharePoint, WordPress, and CRM.

Human Resources

Personal Balance Sheet Employee Retention Programs, Workshops and Seminars to develop staff, and Executive Coaching. Most often we are asked to provide career development and networking training to corporate or association groups.