Management and Technology Consultants

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CxO Services Benefit from our experience for measurable improvements!

Business Consultants offer Full Time, Part Time and Fractional CxO serivices to various clients in Canada and USA. We offer an affordable alternative to hiring full time executive that can make a big impact to your business. What makes our approach unique? Well, you do. We skip the one-size-fits-all solutions and apply our extensive expertise in various industries to create a customized approach that’s right for you and only you.

Our services drive measurable improvements and address both strategic and tactical aspects of improving your organization. We develop detailed documentation to help support your organization, including vendor- and tool-agnostic recommendations, prioritized execution roadmaps, and executive- and board-facing presentations.



  • Planning - Assist in formulating the company's future direction and supporting tactical initiatives. Monitor and direct the implementation of strategic business plans. Develop financial and tax strategies. Manage the capital request and budgeting processes. Develop performance measures and monitoring systems that support the company's strategic direction.
  • Operations - Participate in key decisions as a member of the executive management team. Maintain in-depth relations with all members of the management team. Manage the accounting, human resources, investor relations, legal, tax, and treasury departments. Oversee the financial operations of subsidiary companies and foreign operations.
    Manage any third parties to which accounting or finance functions have been outsourced. Oversee the company's transaction processing systems. Implement operational best practices. Oversee employee benefit plans, with particular emphasis on maximizing a cost-effective benefits package. Supervise acquisition due diligence and negotiate acquisitions.
  • Financial Information - Oversee the issuance of financial information. Review and approve all Form 8-K, 10-K, and 10-Q filings with the Securities and Exchange Commission (if the company is publicly held). Report financial results to the board of directors.
  • Risk Management - Understand and mitigate key elements of the company's risk profile. Monitor all open legal issues involving the company, and legal issues affecting the industry.Construct and monitor reliable control systems. Maintain appropriate insurance coverage. Ensure that the company complies with all legal and regulatory requirements. Ensure that record keeping meets the requirements of auditors and government agencies. Report risk issues to the audit committee of the board of directors. Maintain relations with external auditors and investigate their findings and recommendations.
  • Funding - Monitor cash balances and cash forecasts. Arrange for debt financing and equity financing. Invest funds. Invest pension funds.
  • Third Parties - Participate in conference calls with the investment community. Maintain banking relationships Represent the company with investment bankers and investors.


  • Direct strategy, operations and the budget for the protection of the enterprise information assets and manages that program. Our team has former security leaders from a variety of industries, and we apply their knowledge to provide you a virtual CISO. Working directly with your team, no matter the size, your vCISO will help strategize, plan, and execute the cybersecurity strategy that aligns with your business strategy. With our guidance, your organization will realize the best routes to enable and support the business, while still dramatically reducing information security risk and inefficiency.
  • Review and approve security policies, controls and cyber incident response planning.
  • Review investigations after breaches or incidents, including impact analysis and recommendations for avoiding similar vulnerabilities.
  • Make sure that cyber security policies and procedures are communicated to all personnel and that compliance is enforced.
  • Provide training and mentoring to security team members.
  • Brief the executive team on status and risks, including taking the role of champion for the overall strategy and necessary budget.
  • Communicate best practices and risks to all parts of the business, outside IT.


  • Technology Operations Services - Production Management & Support Services: Ensure the quality of the user experience (stability, reliability, availability and performance) by providing technology support and help desk services supported by the operational disciplines of: incident/event management, service reporting, independent verification and validation of systems and services, change, release, and knowledge management.
  • Infrastructure Operations Management Services - Support high levels of user satisfaction by ensuring the quality (stability, reliability, availability, data integrity and performance) of the infrastructure environment through the disciplines of infrastructure/environment engineering (design/build), infrastructure/environment support and operations management (technology monitoring, alerting, historical reporting), and service management (service level management, availability management, capacity management).
  • Technology Recovery Services - Ensure production technology service resiliency by providing avenues of recovery in response to disruptive events while minimizing their occurrence/impact and maximizing the ability to absorb disruptive events without degradation of service delivery.
  • Information Security & Regulatory Compliance Services - Compliance Assurance Services. Provide information security program governance. Develop, maintain, and communicate information security program strategy. Provide information security operational and policy consultancy services for new systems, applications and services.
  • Develop, maintain, communicate and provide training for the portfolio of information security artifacts like policies, procedures, guidelines & standards.
  • Gather and continually maintain a library of all compliance drivers (Best Practices, Assessments, Audits, Incidents, Enterprise Artifacts, Legal and Regulatory, etc.).
  • Interpret compliance drivers in the context of the organization for purposes of ensuring overall program cohesiveness and alignment of internal artifacts with external drivers Ensuring that remediation projects are commissioned as necessary to address management, operational and technical information security issues.
  • Track, manage, report and provide a single view to all information security and compliance issues. Serve as a liaison to Risk Management function for assessing and prioritizing information security risk.
  • Develop, maintains communicates and provides training for all resiliency/continuity plans (BCP + DRP)
  • Ensure operations are delivered in a manner compliant with all applicable legal, regulatory and corporate artifacts.
    Information Security Engineering Team - Manage all security-related technology design and build. Provide L2 and L3 support for all information security incidents/problems. Supports closure of information security deficiencies and findings through technology design and build.
  • Provide information security technology consultancy services for new systems, applications and services.
    Develop and implements technology recovery design.
  • Ensure technology recovery designs meet requirements on an ongoing basis.
  • Information Security Operations - Provide ID Administration Services, Provides Information Security Operational Services including Pen Testing, Technology Forensics, Technology Abuse, Physical Security, System, Application, & Network Scanning, etc.
  • Provide Information Security Services - IDS Monitoring and Alerting, Incident and Event, Management and Reporting
  • Information Security Program Management - Manage Delivery of Information Security Projects. Provide Strategic Initiative Support. Serve as a liaison to enterprise initiatives.
  • Manage, conduct and assist in the continual improvement of all resiliency/continuity testing. Participate in all resiliency/continuity planning.
  • Strategic Planning and Services - Developing and implementing strategic direction including ownership of technology architecture, standards and frameworks, ownership of the overall Information Technology strategic plan, development of new infrastructure products and services in support of business product development, integration and modification of current technology products & services in support of business, reducing infrastructure complexity, simplifying architecture.
  • Serve as technology consultancy to the business ñ first point of contact for new technology needs.
  • Creating and maintaining a capability showcase of cutting edge infrastructure products & services.
  • Technology Project & Resource Management Services Portfolio and Program Management and Ownership.
  • Program Management Office - Manage portfolio, program, and project management frameworks, procedures, processes, guidelines and standards as well as oversight and governance for all technology portfolios, programs and projects.
  • Technology Finance - Provide oversight and management support to ensure the integrity of all IT financial affairs (e.g. budgeting, reporting, portfolio tracking, cost center expenses, etc.)
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