Fast-Tracked Digital Assessment

Expert advice on your technology without going through the CDAP Program.

  • Uncover Your Goals

    We start by discovering what makes you unique and learning about the nuts and bolts of your company. Through easy-to-use templates and handy guides, you'll provide info on everything from your operational health and cybersecurity practices to your marketing strategy!

  • Assess The Current State

    We look through each area of your business to understand the challenges you want to ease and the bright spots you want to leverage. Our assessment identifies gaps and the underlying challenges, whether that is process, training, or technology (because we know that tech isn't a magic bullet).

  • Review Recommendations

    We walk through the options that bridge the gap between your business today and the future you've designed with us, including process, training, and technology. We provide a shortlist of technology options that includes pros, cons, and careful consideration so you can make informed decisions for your business.

  • Chart A Course Forward

    Once we’ve agreed on the future state, we provide a detailed plan on how to make it happen. This roadmap will include considerations like scheduling, budget, major activities, and potential risks so that you get the most out of your investment.

Corporate Strategy Workshop and Execution Plan

Guarantee your organization’s long-term success with strategic planning that meets execution.


  • Strategic Planning Workshop & Roadmap

    We start by capturing your strategic objectives and challenges. Your vision and current understanding is the launch point for the strategy planning workshops that will take place on-site (your place or ours!) and facilitate discussion in a 1-2 day intensive workshop. At the end of this phase, your organization will come away aligned on your strategic goals and have a clearly defined 5-Year Strategic Plan Roadmap for your business.

  • Strategic Execution Plan

    We focus on the Year 1 projects prioritized in your Roadmap and break it down quarter-by-quarter to ensure your business is on track to complete them. Through this stage, we'll ensure that your task owners, budgets, and timelines are all defined and aligned so that your strategic objectives go from dream to reality.

  • Execution Oversight

    We monitor your project progress throughout year one and keep your team on track through ongoing support and recurring check-ins. To keep your organization moving forward, we also help you develop an IT Strategy Roadmap – a technology strategy that outlines your business’s existing and potential tech solutions with a schedule and budget to get to Go-Live.

Tailored LEAN Workshops

We help organizations embed continuous improvement at their core by turning LEAN principles into practice. Our two half-day workshops go beyond theory, providing hands-on insights and industry expertise to seamlessly integrate LEAN into your culture for lasting impact.

  • In Workshop 1, we dive into the world of LEAN with our expert facilitators guiding you through an engaging introduction to LEAN principles and methodologies. Through dynamic group activities, participants will grasp the fundamentals of LEAN thinking, exploring tools such as the 5 Whys technique and root cause analysis.

  • In Workshop Two, we take your LEAN journey to the next level with a focus on practical implementation strategies tailored to your organization's unique needs. We delve into the intricacies of process improvement methodologies, discovering the power of 5S in LEAN methodology to streamline workflows and enhance productivity.

  • Following our comprehensive LEAN workshops, we are committed to ensuring your ongoing success with a monthly touchpoint for the 3 months following the workshops. We will guide you through the process of customizing LEAN practices for seamless integration within your organization, ensuring that your organization continues to thrive as you implement LEAN principles.