Managerial Consulting Projects
View a Summary of Dafne's Managerial Consulting Projects
Related Projects
2020 - Genetica Healthcare - Insurance provider for executive health focusing on precision healthcare in California
Project: Created financial spreadsheets & projections, mapped out project milestones as well as pitch decks to raise funds for a particular project. The outcome resulted in the successful raising of funds and hiring a new team of people for the project.
2020 - Kennedy Events - California based events company with clients such as Bloomberg, Salesforce, Google
Project: Created a roadmap to transition from in-person events to online events as well as a go-to-market strategy
2019 - 2021 - Antosz Vincelli Orthodontics - Orthodontics facilities specializing in complicated cases
Project: Advised on software implementation for client acquisition as well as streamlining client onboarding for multiple locations. Created and executed the lead generation campaigns for their orthodontic division, resulting in a 166% increase in sales in the first quarter of the campaign.
2019-2021 - Pantalla Technologies- robotic distributor for the healthcare industry
Project: Consulted on the creation of focus groups to refine the target audience as well as a comprehensive advertising campaign to fill the focus groups. Created a roadmap for the go-to-market strategy
2018 Mr. Nice Guy Brands
Developed all the branding and communications for the 12 brands under Mr. Nice Guy Brands, resulting in a multi-million dollar raise for the company.
2017 - 2021 - Champion’s Creed - world-class martial arts facility producing UFC fighters and world championship gold medalists
Project: Created an operations manual with processes and procedures for the opening of a second location as well as a road map for the go-to-market strategy. Advised on the financial structure of partnerships for the opening of multiple locations.
Funding: Alberta Job Grants
2019 - Joy Drop - retail and online boutique providing curated artisan jewelry
Project: Provided a go-to-market strategy for moving from retail to online e-commerce and developed a training program for key employees related to best practices in digital marketing.
Funding: Alberta Job Grants
2019 - Hippo Hug - Medical Weighted Blankets
Project: Provided a marketing strategy and market valuation study to allow the company to scale into healthcare facilities across North America. Provided recommendations and implementation of an e-commerce platform and inventory management system.
Funding: Canada Women's Entrepreneurship Grant
2018 - IM Locum - scheduling software for the veterinary industry
Project: Provided a needs analysis related to creating a marketing strategy so as to recommend a framework for a successful marketing campaign for a software product. A market valuation study was conducted and provided a roadmap providing best practices for a marketing strategy.
2017 - 2020 - No Crutches - medical device manufacturer
Project: Provided a needs analysis related to creating a marketing strategy so as to recommend a framework for a successful marketing campaign for a technical product. A market valuation study was conducted and provided a roadmap providing best practices for a marketing strategy.
2016 - Calgary Family Services - non-profit community service agency
Project: Streamline volunteer operations. Use technology to automate the scheduling of 500 volunteers, and reduce staff involvement from 3 people to a single person. This project was featured in the Globe & Mail’s Innovation Column.
2015 - Endeavor Machining -heavy oil service and manufacturing facility, specifically in the area of rotating pump parts, specializing in thermal spray coatings, specifically tungsten carbide.
Project: Determine what type of ERP system the company needed based on current production capacity and full scaling capacity. The project also encompassed lean methodologies to provide feedback on production efficiencies and the placement of machinery within the warehouse.
Funding: National Research Council
2015 - Meshsense Systems Inc - Wellhead Inspection Research, Development, Integration, and Technology
Project: Operations and marketing need analysis and technology roadmap to scale the business and roll out new products to other companies in a sustainable way. Determine personnel and technology bottlenecks so that they can be addressed in advance of scaling the company.
Funding: Alberta Innovates Technology Futures
2014 - Redcore Enterprises - pipeline manufacturing company.
Project: Determine if the current ERP system was adequate for company growth. Create an operational plan to automate crew dispatch, track inventory, and scale service operations.
Funding: Through National Research Council - Central Alberta
2014 - NWP Industries - pipeline manufacturing company
Project: To integrate drafting software into the company ERP, streamline inventory and optimize drafting productivity through the creating of software patches to customize the current drafting program.
Funding: National Research Council - Central Alberta
2013 - Arabia Adorned Dance & Culture Foundation - non-profit arts organization
Project: Implementation of software to assist in promoting the organization's services and communicating with a member database of over 2500. Use technology to assist in the marketing and promotion of city-wide events and international workshops and showcases.
LET’S COLLAB. LET’S COLLAB. LET’S COLLAB.
Whether it’s training, mentoring, or strategizing, working together is all about collaborating to get the best results.
I’ve spent the last 20 years running thousands of marketing and sales experiments, making sooooo many mistakes, and systematically documenting everything.
Using our systems, processes, and training is like having the knowledge of an entire marketing department right in front of you.
(And I say “our” because over the last 20 years the systems and processes and training I teach now were created in collaboration with the amazing teams I’ve had the privilege of working with.)