Applying Intuition – Our Fractional CEO Restores Our Friend’s Business Health
Client’s Challenging Situation: A friend who owned a family business, in the energy sector, needed CEO-level help during a particularly challenging time. Scope of the
Client’s Challenging Situation: A friend who owned a family business, in the energy sector, needed CEO-level help during a particularly challenging time. Scope of the
Client’s Challenging Situation: One of our software clients, in the energy sector, was losing money providing core energy management services. Core energy management services included:
Client’s Challenging Situation: A family business friend was planning annual strategic planning sessions. She wanted to hold a special workshop to initiate discussion of annual
Client’s Challenging Situation: While touring a family-business friend’s manufacturing operation, we learned that the company was paying large electricity power factor penalties. Scope of the
Client’s Challenging Situation: We invested in a start-up energy appliance company. When we arrived, the company had a great vision but was in a crisis.
Client’s Challenging Situation: A local tech start-up built a prototype device to perform assembly line measurements. While the prototype functioned properly at slow assembly line
Client’s Challenging Situation: Representatives of a Northern Ontario municipality approached us to see if we would respond to an RFP. The government of Ontario was
Client’s Challenging Situation: Our client, a high-market-share manufacturing organization, wanted to inspire its employees. Scope of the Problem: The culture at our client’s workplace was
Client’s Challenging Situation: We were providing strategic planning services to one of our clients. During our SWOT discussions, we learned that our client had entered
Client’s Challenging Situation: Our client, a manufacturer, had a specialized bottling process. They required a custom-built automated bottling assembly line. They decided to build rather
Client’s Challenging Situation: The stakeholders of our predecessor company, Spirited Investors Corporation, wanted a user-friendly repository to contain and report on details of successful and
Client’s Challenging Situation: A major Canadian oil & gas producer, headquartered in Alberta, experienced high turnover of its natural gas sales and marketing staff in
Client’s Challenging Situation: Our client wanted a customized web app that would allow its clients to understand whether pickup and delivery of precious packages were
Client’s Challenging Situation: Our client has a large fleet of vehicles. The drivers of the vehicles must report the details of their daily trips. Reporting
Client’s Challenging Situation: We received a message confirming that a virus had somehow arrived in a friend’s business operating software and encrypted several months of
Client’s Challenging Situation: A driver of a large vehicle caused an accident that knocked down a hydro pole, taking down internet service. It took 3
Client’s Challenging Situation: A long-term employee suddenly retired. The person had been responsible for leading IT enhancements, automating the processing of information, and the generation
Client’s Challenging Situation: An Ontario manufacturer of custom equipment wanted to automate their family-business operations. Scope of the Problem: Over the years, our client’s clients
Client’s Challenging Situation: A high-tech entrepreneur was building a very novel, new product and wanted us to create custom software for that project. The entrepreneur
Client’s Challenging Situation: An Eastern Canadian energy retailer had considerable expertise in electricity retailing and commodity management. However, it had little expertise in natural gas
Client’s Challenging Situation: An Eastern Canadian retail energy marketer was frustrated because efforts to procure natural gas supply were not taken seriously by major energy
Client’s Challenging Situation: A family business was taking steps toward succession planning and business growth. They wanted to hold a special, invigorating strategic planning session.
Client’s Challenging Situation: A software client sent a note to us at 9:00PM on a summer evening. The note described a strange occurrence that could
Client’s Challenging Situation: A distressed leader of a SME contacted us to see if we could fix problems tied to an “abandoned” online software app.
Client’s Challenging Situation: A family business client wanted us to oversee [be the project manager for] the upgrading of their project management software when its
Client’s Challenging Situation: Engineered projects present complications. For example, to perform a comprehensive review of a hospital’s energy-consuming equipment and build software to automate the
Client’s Challenging Situation: A successful family business provides onsite testing and servicing of equipment, protecting our environment. As the business grew, the amount of data
Client’s Challenging Situation: A consulting client asked us to provide interim CEO services. The client was a family business, delivering engineering services to municipalities and
Client’s Challenging Situation: A local manufacturing company, nearing the end of its “start-up stage”, engaged us to assist them to prepare their business to either
Client’s Challenging Situation: One of our family-business friends called us. She was distressed because her laptop had been invaded and taken over by an attacker.
Client’s Challenging Situation: Our client was selected to perform an engineering assessment of a 30,000 HP pumping system for supply of fresh water to a
Client’s Challenging Situation: With the onset of COVID-19 problems, it was difficult to arrange education, particularly education of music students who needed to practice with
Client’s Challenging Situation: From time to time peer-to-peer groups need a catalyst to boost energy levels and inspire new thoughts and actions. Scope of the
Client’s Challenging Situation: One of the businesses we invested in was creating a new video advertising & messaging service to present “local advertising” to people
Client’s Challenging Situation: Over thirty years ago, one of our clients invested in a customized software enterprise resource planning [ERP] tool. About 5 years ago,
Client’s Challenging Situation: A talented group of marketing experts needed a few million dollars to pay for expanded retail energy marketing initiatives. Without the money,
Client’s Challenging Situation: A family-business client wanted to have its corporate Values displayed in its lobby. Since they had not discussed Values for many years,
Client’s Challenging Situation: Most businesses use at least one 3rd party software product to perform their operating activity [retail sales, manufacturing, engineering, etc.] and a
Client’s Challenging Situation: A successful SME wanted to take a fresh approach to a major strategic planning initiative. Scope of the Problem: Strategic planning becomes
Client’s Challenging Situation: Three years ago, a local software-service company defaulted on obligations to serve the needs of residents in our community. A colleague contacted
Client’s Challenging Situation: A Canadian province was planning a major energy infrastructure expansion. Linked to this expansion, the province’s energy utility affiliates were creating an
Client’s Challenging Situation: Most businesses have tremendous potential, yet many are unable to make decisions and adjustments to transform that potential into business and prosperity
Client’s Challenging Situation: Most small to mid-size accounting firms use 3rd party repositories to hold their clients accounting data. Other firms that perform services on
Client’s Challenging Situation: Small and mid-size businesses [SMBs] wanted information and metrics to benchmark their businesses’ performance against the performance of competitors in their industry
Client’s Challenging Situation: A local retail business struggled to keep track of its client’s requests for service calls. We knew that from personal experience. We
Client’s Challenging Situation: A major multi-national energy supplier wanted to establish a supplier-client relationship with a large Canadian energy utility. Scope of the Problem: The
Client’s Challenging Situation: We know large organizations that take pride in fulfilling their commitments to clients and meeting project deadlines. Software departments in large organizations
Client’s Challenging Situation: Companies that thrive and survive in business of more than 100 years are special. They bring legacies of success and they have