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Digital Workplace Transformation Coaching/Consulting

We possess a unique blend of digital expertise, productivity know-how, and a collaborative spirit. As a vendor-neutral digital coaching and consulting agency, we work across various industries, supporting implementation managers for successful modernization, necessary to enhance business performance.

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Our Expertise

  • Comprehensive knowledge of emerging technologies like artificial intelligence, machine learning, cloud computing, and the Internet of Things.
  • Experience in implementing digital solutions across various industries.
  • Understanding of digital strategy development and execution.
  • Proficiency in data analytics and insights generation.
  • Expertise in process optimization and workflow redesign.
  • Knowledge of agile methodologies and lean management principles.
  • Experience in change management and organizational restructuring.
  • Understanding of human-centered design and user experience optimization.
  • Strong communication skills and ability to translate complex technical concepts for non-technical audiences.
  • Flexibility in adapting to different organizational cultures and working styles.
  • Willingness to co-create solutions and share knowledge.
  • Continuous research and development in emerging technologies and methodologies.
  • Ability to envision and articulate future business models and opportunities.
  • Track record of developing innovative solutions to complex business problems.
  • Shared commitment to client success and ethical business practices.
  • Complementary corporate culture and working style.
  • Alignment on quality standards and delivery expectations.

Our Transformation Coaches...

 HELP Mobilize Organizations in Uncertain Times

Scope of Assignments

  • Identify and Engage Stakeholders
  • Optimize Workloads/Workforce
  • Systematize Operations
  • Install Data-Driven Decision-Making
  • Integrate Technologies (ERP, AI, HRIS, CRM, E-Commerce, etc.)
  • Unify Collaboration/Communications
  • Systematize Issues/Case Management
  • Engage Partners/Donors/Volunteers

Tactics

  • Analyze Performance
  • Plan and Develop Strategies
  • Implementation
  • Training

Service Suite

We address the unique challenges in today’s rapidly evolving digital landscape by combining cutting-edge technology with strategic insights in order to drive organizational change and enhance operational efficiency.

Book a FREE Strategy Session
Strategic Assessment and Roadmap Development
  • Analyzing client's current digital landscape i.e. technology infrastructure and capabilities
  • Identifying pain points and inefficiencies in current business processes and workflows
  • Evaluating the organization’s digital maturity, organizational culture, and readiness for change
Based on this assessment, a tailored digital transformation roadmap is developed, outlining short-term and long-term goals, prioritized initiatives, and expected outcomes.
Comprehensive Data Strategy
  • Data governance and management frameworks
  • Implementation of advanced analytics and business intelligence tools
  • Development of predictive models and data-driven decision-making processes
Selection, Implementation and Integration
  • Cloud migration and infrastructure modernization
  • Implementation of AI and machine learning solutions
  • Deployment of robotic process automation (RPA) tools
  • Integration of Internet of Things (IoT) devices and platforms
Process Optimization and Workflow Redesign
  • Mapping and analyzing current processes
  • Implementing digital workflow management systems
  • Establishing key performance indicators (KPIs) to measure improvements
Change Management Strategy
  • Conducting training programs for employees at all levels
  • Creating digital adoption plans and support systems
Cybersecurity Assessments and Risk Management
  •  Implementing robust security measures and protocols
  • Developing incident response and recovery plans
Continuous Improvement and Innovation
  • Review performance and optimizing recommendations:
  • Keeping the client updated on emerging technologies and industry trends
  • Continuous refinement of the digital transformation strategy
Measuring Outcomes and ROI Tracking
  • Establishing baseline metrics and target improvements
  • Regular reporting on key performance indicators
  • Quantifying productivity gains and cost savings

Transformation Playbook for Nonprofit Leaders (Course)

Lead Change and Transform Your Organization's Future with Confidence and Purpose

Strategies and Tactics Written by Founder Dianne Clark ( 564 pages)

"A Transformation Playbook" is an exclusive coaching program designed specifically for nonprofit executives who want to lead meaningful change without upheaval. Course content is based on books by Dianne C. Clark—a digital transformation advisor with 25+ years of hands-on experience—p you with practical frameworks, ready-to-use tools, and expert guidance to build a resilient, future-ready organization.

Register Here

Ask us how to obtain a government grant for up to 90% towards all fees.

Service Suite

Book a FREE Strategy Session

We address the unique challenges in today’s rapidly evolving digital landscape by combining cutting-edge technology with strategic insights in order to drive organizational change and enhance operational efficiency.

Providing support for Organizational initiatives such as: Strategic Plans, Tactical Plans, Digital Strategy, Transformation, Operational Plans, Contingency Plans

Strategic Assessment and Roadmap Development
Digital Transformation Planning
Selection, Implementation and Integration
Comprehensive Data Strategy
Measuring Outcomes and ROI Tracking
Process Optimization and Workflow Redesign
Change Management Strategy
Workforce Optimization
Continuous Improvement and Innovation
Cybersecurity Assessments and Risk Management

Approved Digital Adoption Consultant

Digital Modernization and Adoption Plan (DMAP)
The (DMAP) program supports Ontario SMEs adopt technology, guiding their digital transformation and optimizing their technology investments. 
Eligible SMEs receive up to $15,000 to develop a digital adoption plan. 
Technology Demonstration Program
SMEs who have completed a DMAP plan and looking to adopt and implement the digital technology.  
Eligible SMEs receive up to $150,000 in reimbursement funds.

Capacity-Building Growth Accelerator for Nonprofits

Transform Your Operations. Empower Your Mission. Lead Lasting Change.

Is Your Nonprofit Ready For Real Change?

    ✔ Board wary of tech adoption
    ✔ Teams resisting new workflows
    ✔ Operational inefficiencies draining your staff
    ✔ Donors demanding more engagement
    ✔ Unsure where to begin?

Register Here

Applications Now Open for the September 2025 Cohort – Seats Are Limited! Bonus: You may qualify for up to 90% funding through the Canada-Ontario Job Grant.


If you’re a nonprofit leader overwhelmed by manual processes, tech hesitation, and outdated systems… you’re not alone. Organizations that thrive are the ones that embrace smart transformation—with the right guidance. This is exactly why we’re here.

✅ Nonprofit-Centric – Strategies built for nonprofit realities
✅ Immediate ROI – Walk away weekly with tools you can use
✅ Expert Coaching – Get real answers, tailored to your mission
✅ Peer Community – Learn and grow alongside fellow leaders
✅ Funded Options – Apply with our help for up to 90% funding
    Organizational strength, sustainability, skills, and systems.

    Accelerator Bundle

    A Transformation Playbook

    Lead change and transform your organization's future with confidence and purpose.

    Technology Adoption Lab

    Level up your nonprofit operations - One digital product at a time.

    Collaboration Skills: Training and Practice

    Strategies for higher outputs when working with others.

    Change Management Strategies and Solutions

    Productivity Improvements

    • Time Management and Productivity
    • Work Environment Optimization
    • Leveraging of AI (Artificial Intelligence)
    • Recommended Technology and Digital Tools
    • Strategies for Collaboration and Communication
    • Strategies for Continuous Learning and Skill Development
    Book a FREE Strategy Session
    Transformation for Change Leaders
    Take this program if you want to learn more about:
    1. Strategies for Resource Efficiency
    2. Enhancing Workloads and Hybrid Experiences
    3. Leveraging Technology
    4. AI for Creativity and Innovation
    5. Building Trusted Relationships
    6. Transformative Business Models
    7. Data-Driven Reporting
    8. Transformation Office Implementation

      Workload Optimization Consulting

      • Stakeholder and Employee Engagement
      • Establish Priorities and Communication Channels
      • Workload Assessments: Time, Scope and Intensity
      • Resource Utilization/Distribution
      • Explore Opportunities to Save Time/Money
      • Identification of Barriers to Productivity

      Areas for AI Adoption

      AI for People Management

      • Intuitive Employee Assistance
      • Automated Onboarding
        • Convert New Hires to Employees
        • Automated Onboarding Process
      • Automated Performance Queries
      • Analytics and Insights
        • Time to Hire
        • Quality of Hire
      • Optimize Resource Allocation
      • Optimize Workloads
      • Intelligent Candidate Matching
      • Effective Resume Parsing
      • Chatbot Assistant
      • Intuitive Candidate Search
      • Public Source Scraping
      • Skill Assessment (Intuitive Scoring)
      • AI Summation of Project Data
      • AI Task Generation
      • Generate Project Descriptions and Summaries
      • Natural language queries
      • Paraphrase and rephrase to improve project content clarity and tone
      • Identify potential roadblocks or delays
      • Analyze comments to spot common themes or issues
      • Optimize project performance
      • Predictive Analytics based on project data and/or user actions
      • Chat via text or voice to retrieve information, perform tasks, get insightshat via text or voice to retrieve information, perform tasks, get insightshat via text or voice to retrieve information, perform tasks, get insights
      • Intelligently fetch  relevant data, figures, reports, and charts
      • Voice commands to ask questions, create reminders, take notes, or update records
      • Predictions and Insights
        • Sales predictions
        • Churn Prediction
        • Anomaly Detection
      • Personalization and Recommendation
        • Next best action
        • Best time to contact
        • Assignment Suggestions
      • Content generation, summation and language refinement
      • AI-driven Insights for contextual and actionable narratives in textual and visual formats
      • Conversational Analytics
      • Find public data-sets more easily
      • Create formulas and SQL queries using natural language
      • Generate relevant and accurate query responses
      • Intelligent and automated insights
        • Diagnostic Analytics bringing decision intelligence
        • Query in other languages
        • trigger actions and build custom data models
        • Engaged conversations within IM channels like MS Teams to generate faster and more contextual insights
      • AI-Powered automated generation of Metrics, Reports, and Dashboards
      • Predictive AI Capabilities
        • Forecasting trend analysis
        • Anomaly detection and alerting
        • Clustering
        • What-if analysis
      • Data Science and Machine Learning (DSML) Studio
        • No-code assistant enabling users to build custom models with features like:
          • Feature engineering
          • Hyperparameter tuning
          • Model analysis and comparison
      • Code Studio
        • Develop custom models and functions
        • Import models from other sources
        • Use code suggester for accelerated development

      AI for Customer Engagement

      • AI Assistance
        • Fetch contact information through text or voice queries
        • Update notes and records via voice inflection
        • Predict sales outcomes and win probabilities
        • Detect anomalies in sales data and activities
        • Automate routine tasks and workflows
        • Social media listening and monitoring
      • Predictive Analytics
        • Sales forecasting based on historical data
        • Lead scoring to identify high-potential prospects
        • Automated replies and follow-ups to keep leads engaged
        • Churn prediction to prevent customer loss proactively
        • Custom prediction models
      • Intelligent Automation
        • Suggesting and creating custom workflows based on activity patterns
        • Automating time-consuming tasks with AI-generated macros
        • Assigning leads/contacts to the most suitable reps automatically
      • Personalization and Recommendations
        • Suggesting action to strengthen customer relationships
        • Recommend products for cross-selling or upselling
        • Determine the best time to contact
      • Natural Language Processing for:
        • Analyzing customer interactions, emails and chat logs
        • Sentiment analysis to prioritize urgent communications
        • Automated capture of activities
      • Sales Predictions and Insights
        • Prioritize high-probability opportunities
        • Filter on the most promising leads
        • Optimize Resource Allocation
        • Detect anomalies in sales trends and deviations
      • Intelligent Lead Management
        • Auto-route leads to the most qualified reps
        • Enrich lead data by scraping public sources
      • Personalized Customer Interactions
        • Ideal time to contact
        • Cross-selling/upselling suggestions
        • Predicts likelihood for repeat purchases
      • Marketing Optimization
        • Campaign Performance Analysis
        • Custom Segmentation
        • Sentiment analysis
      • Conversational Interface
        • Quickly create records, schedule meetings, etc.
      • Predict outcomes of sales/marketing activities
      • Intelligent Ticket Routing
      • Automated Interaction Summaries
      • Suggested Responses with customized ton, length and structure
      • Sentiment Analysis
      • Predicted Anomalies in ticket patterns and metrics
      • Forecasting of ticket volumes and trends to better allocate resources
      • Conversational AI to quickly identify and retrieve key information
      • Smart Summarization of notes and documents
      • Workflow automation with AI context for issue resolution processes
      • Macro Suggestions for repetitive tasks
      • Attendee Engagement
        • AI-powered networking to facilitate meaningful connections among attendees matching profiles and interests
        • Real-time chat, polling, Q&A and emoji reations enhance engagement during virutal and hybrid events
      • Analytics and Insights
        • Deep insights into event metrics, attendee behaviour and overal event success
        • Event effectivenss through tracked registrations, attendance, survey responses and other key performance indicators
      • Automation
        • AI automation of repetitive tasks like emial, attendee check-ins, badge printing, etc.
        • Lead prediction and followups
        • Social media listening and monitoring
      • AI-Powered Transcriptions
      • Auto-Generator Keynotes
      • AI-Assisted Analytics
      • Lead and Deal Prediction
      • Voice Assistance
      • Macro-Suggestions
      • AI Enhanced Data Management

      AI for Back-Office Processes

      • Intelligent insights and automation across various processes
      • Smart Predictions and Suggestions
      • Automated Data Entry and Categorization
      • Advanced Analysis and Reporting
      • Intelligent Dashboards
      • Predictive Analytics
      • Automated Workflows
      • Smart Automation Rules
      • Intelligent Document Processing
      • Fraud Detection and Compliance
      • Personalized Insights
      • Smart Inventory Forecasting
      • Automated Reordering
      • Intelligent SKU Generation
      • Anomaly Detection
      • Dynamic Pricing Optimization
      • Predictive Analytics
      • Smart Barcode Scanning
      • Intelligent Package Geometry Optimization
      • Intelligent Organization and Search
        • Tag based on content
        • Natural language queries
      • Automated Data Extraction
      • Content Analysis
        • Extract key information like topics, entities, sentiment
      • Version Control and Collaboration
        • Ease of rollback to previous versions
        • Suggest relevant collaborators based on document content and user activity
      • Security and Access Control
        • Detect sensitive information in documents and apply appropriate restrictions and security measures
      • Workflow Automation
        • Document analysis for process improvements
        • Automate repetitive tasks like routing for approvals
      • Predictive Analytics
        • Document usage patterns
        • Determine which documents may be needed in future
        • Proactive filtering
      • Precision Agriculture
        • Crop Monitoring
        • Optimized Inputs
        • Smart Irrigation
      • Predictive Analytics
        • Yield Prediction
        • Pest and Disease Management
        • Market Intelligence
      • Sustainability Metrics
        • Carbon Tracking
        • Resource Efficiency
        • Sustainability Reporting
      • Continuous Improvement
        • Adaptive Algorithms
        • Localized Solutions
      • Predictive Analytics
      • Computer Vision
      • Natural Language Processing
      • Custom AI Modeling
      • AI-Assisted Data Enrichment
      • Automated Insights

      Your Strategic Partner for Collaborative and Informed Leadership
      ​(If helpful, we'll include the software)

      Business/IT Strategy

      Guiding organizations in integrating technology, optimizing processes, and fostering cultural change for enhanced operational efficiency.

      Business Strategist

      Digital Strategist

      Change Manager

      Collaboration Strategist

      Cyber Security Advisor

      Technology/Digital Adoption

      Process Strategist

      System Selection Advisor

      Rapid Application Developer

      Leadership/Governance

      Specializing in organizational governance, coaching Boards while engaging stakeholders for strategic planning and advising on best practices.

      Risk Manager

      Strategic Planner

      Policy Developer

      KPI Developer

      Operations Strategist

      Board Developer

      Collaboration Strategist

      Organizational Effectiveness

      Change Manager

      Human Resources

      Empowering organizations by enhancing employee engagement, fostering culture, and driving performance while supported by digital processes.

      Change Manager

      Collaboration Strategist

      Employee Engagement Specialist

      HRIS Adoption Specialist

      Leadership Skills Developer

      Performance Strategist

      Workload Optimizer

      Recruiting Strategist

      Remote Workforce Planner

      Communications

      Driving collaboration and strategically enhancing messaging, ensuring clarity and engagement across diverse audiences and platforms.

      Communications Strategist

      Collaboration Strategist

      Public Relations Advisor

      Relationship Specialist

      Content Strategist

      Unified Communications Specialist

      Research/Business Development

      Transforming data into actionable insights, for stakeholder driven decision-making, resulting in strategic  growth and business development.

      Data Analyst

      Data Visualizer

      Researcher

      Dashboard Integrator

      Measurement and Evaluator

      AI - Machine Learning Specialist

      Sales/Marketing

      Enhancing business growth by analyzing market trends, developing tailored strategies, and optimizing client engagement efforts.

      Client/Customer Engagement

      Fundraising/E-Commerce Specialist

      Marketing Strategist

      Polls/Survey Developer 

      Sales Pipeline Developer

      Social Engagement Strategist

      Program Highlights

      FOUNDATION AND ASSESSMENT

      Kickoff and Goal Setting

      AI Basics and Software Introduction
      • Review AI concepts
      • AI Assistant
      • AI-Power Search
      • Generative AI Capabilities
      • Automated Analysis
      • Predictive Analytics
      AI STRATEGY DEVELOPMENT

      AI Use Case Identification
      • Use Analytics to analyze business processes and identify potential AI applications
      • Conduct brainstorming sessions to discuss and prioritize use cases

      Determine Priority AI Workflows   

      Select from AI Focus Areas (below)
      AI INTEGRATION AND EXPLORATION

      AI Fundamentals
      • Showcase AI capabilities across software apps
      • Set up AI software tools and application

      AI-Powered User Experience
      • Explore AI features and capabilities
      • Prioritize AI features for implementation
      • Provide hands on training for participants on AI for conversation summaries, knowledge base crawling, sentiment analysis and other processes
      AI-ENHANCED MARKETING AND CONTENT CREATION (OR Select other focus area)

      Social Media AI Integration
      • Generate social content using AI with suggested hashtags, optimizing posts
      • Create AI-powered social media campaigns

      AI-Driven Content Management
      • Explore AI for generating and optimizing webpage content
      • Develop AI-enhanced marketing materials

      AI BUSINESS INTELLIGENCE and AUTOMATION (OR Select other focus area)

      Data Analysis and Visualization
      • Use AI capabilities to create insightful dashboards and reports
      • Conduct a workshop on AI-driven decision-making

      Workflow Automation
      • Implement AI-powered automation
      • Create custom functions to enhance business processes
      AI ADOPTION AND FUTURE PLANNING

      AI Adoption Metrics and Evaluation
      • Track and measure AI adoption across the organization
      • Conduct surveys to gather feedback on the AI implementation

      Future AI Roadmap
      • Develop a long-term AI strategy using insights gained from the program
      • Present final AI adoption plans and outcomes

      Employee Management

      • ​Streamlined processes, from recruitment to off-boarding
      • Simplified employee onboarding with digital tools
      • ​Automated attendance tracking for accurate payroll management
      • ​Empower employees with self-directed shift management tools
      • ​Efficient leave management for better resource planning
      • ​Transparent communication channels for staff feedback and engagement

      Building Relationships with...

      • Customers

      • Clients

      • Employees

      • Donors

      • Patients

      • Members

      • Partners

      • Volunteers

      • Boards of Directors

      • Constituents

      Client/Customer Management

      • Enhanced customer relationship management through unified communications
      • Detailed client history tracking for informed decision-making
      • Efficient project management tools for client deliverables
      • Automated client communication for timely updates and reminders
      • Personalized client experiences tailored to individual needs.

        ​Reinvigorating Organizational Performance

        Trendspire brings greater productivity and performance to teams by leveraging technology, AI and other strategies, optimizing workloads bringing greater capacity to accomplish more, in less time, for less money.

        Our Results
        • Improved Service Quality
        • Higher Employee Productivity
        • Enhanced Employee Happiness

        Our Team, Associates and Partners

        Dianne Clark, PMP - CEO

        Chief Business Strategist
        Digital Operations Coach/Consultant

        Eryn Billings

        Digital Strategy + Business
        Communications Specialist

        Renee Christensen, BA

        Digital Strategy Consultant
        Project Management, Digital Arts

        Kathryn Renton, MA, MLCert

        ML/AI Engineer
        Senior Data Scientist

        Neil Cosby, CHRL, MBA

        Human Resources Consultant
        Infrastructure + Reorganization

        Hilda Gan, RN, MHSc, CHRL

        Work Culture and HR Expert
        Author, Speaker, Trainer

        Podcasts and Training Videos

        Surpass Performance Goals!

        With Bespoke Digital Strategy and Effective Change Management for Remote Operations (if needed)

        Digital Strategy

        Specifying a direction involving digital products or technology services.

        Some coaching included

        Change Management

        Applying employee engagement principles to adopt productive workflows

        Generate new capabilities

        Training Programs

        Applying collaboration strategies along with suitable productivity tools

        Job Grant Eligibility

        Executive Coaching

        Coaching in selected technology themes or digital products/services

        Some configuration included

        Transform Your Business in 90 days

        Change Management for Automating Business Processes  |  Achieve  ≥ 300% ROI

        Undecided? Try a Group Coaching Workshop session FREE!

        Skill development in digital strategies for automating processes


        Driven by Client Requirements

        • Attracting and Managing Top Talent

        • Engaging and Managing Customers

        • Managing From a Mobile Device

        • Role of Chat GPT/AI for Business
        • Summarizing Data for Informed Decision-Making
        • Overcoming Transformation Challenges
        • Change Management for Digital Adoption
        • Workforce Optimization

        • More...

        Includes:
        1. Current State of Installed Business Technology
        2. Recommendations for Process Improvements
        3. Technology/Software Implementation Road Map

        i.e. Employee Management, E-Commerce, Bookings, Bookkeeping, CRM, Project/Product Management, Field Service, Collaboration, Productivity, Analytics, etc.

        Learn More

        Qualifies for the Canada-Provincial Job Grant

        Team Coaching Topics                                                                                                                                                                                                                                                                                                                                
        1. Employee/Contractor Management
        2. Frictionless Customer Experiences
        3. Contacts and Calendars
        4. Communications and Collaboration Tools
        5. Productivity Tools
        6. Data-Driven Decision-Making
        7. Digital Tools for Effective Financial Management
        8. Tools for Managing Projects and Client Work
        9. Customer Engagement (Sales and Marketing)
        10. Merchandising and E-Commerce
        11. Recruiting and Application Tracking Systems
        12. Field Service Management

          Digital Coaching & Consulting for Decision-Makers

          Assisting business leaders to navigate digital trends and explore vendor-neutral software solutions for organizational effectiveness.

          • Transformation Strategy
          ​• Automate Processes
          ​​• Productivity Coaching

          ​​• Change Management
          ​• Digitize Operations
          ​• Digital Adoption

          Approved CDAP Advisor                     

          Helping Leaders Succeed in a Digitized Workplace

          A Proven Track Record Leading Large-Scale Organizational Change

          Device Training

          Competence in Operating Apps/Devices
          Healthcare, Travel, Productivity, Education, Lifestyle, Fitness, Diet, etc.

          Technology Presentations

          Technology Options for Decision Makers

          Showcasing a Trend, Device, Application or Service for Efficient Operations.

          Technology Skill Development

          Effective and Sustainable Transformation
          Workshops, Coaching, e-learning, Formalized Programs, Online Support, etc.

          Project Management

          Execute Technologies To Propel Organizations Forward
          Capacity Building Through Transformation Planning, Implementation and Execution

          Principles for Attracting, Engaging and Retaining Employees

          Increase Organizational Capacity
          Determine what makes an attractive and high performing organizational culture.
          Examine personal lifestyle routines to better understand productivity gaps.
          Explore productivity trends that support work and lifestyle routines.
          Examine how organizational values shapes organizational culture and  capacity.
          Explore productivity trends that support work and lifestyle routines.
          Build a Collaborative Workplace
          Design a path for digital transformation that attracts and retains employees.
          Explore productivity incentives for employees driven by work-life requirements.
          Identify digital competencies required for success in both work and lifestyles.
          Apply strategies that empower employees motivated by productivity requirements.
          Learn More →
          Cultivate Employee Engagement
          Create agile policies that engage employees, resulting in higher performance.
          Apply innovative approaches to attraction, engagement and retention processes.
          Explore creative approaches to traditional compensation tactics.
          Explore agile incentive and reward programs positioning organizations for ongoing success.

          Engagement Strategies

          Imagine, a medium that brings members/clients and other stakeholders together in one place, making it easier to collaborate. Build on ideas and assign and complete tasks collaboratively. A private social network for team discussion and sharing various content and resources.

          Create, send, and track effective, permission-based email campaigns, helping you build a strong member base. Easy list management that integrates with your CRM. Go beyond the first name. Make your messages dynamic so that every recipient feels that your message is written just for them.

          Create memorable event experiences from website creation, ticketing, and event promotion to attendee registration and engagement. Provide a mobile app and empower attendees to participate during sessions, make announcements and enable guest networking. 

          Manage your reputation using popular social networks. Using a single browser window, manage and post content, interact with followers and monitor conversations across social channels. Using a collaborative dashboard schedule posts, monitor keywords and engage prospects.

          Let your website do the talking with easy browser layout tools. Whether you're a first-timer or a pro, quickly build professional looking websites. Optimize your web pages for information, events or learning. Engage website visitors and convert them into members/clients.

          Personalize emails, send PDF copies of responses, or use form data to create event tickets, contracts, and more. Use conditional logic to trigger replies, assign tasks, and display thank you pages based on the responses you receive. 

          For education or entertainment, use video to engage visitors. From creating a solid script, creating your own footage or hiring out, video is a refreshing way to convey more about your organization. Feature employees, members or simply use a voice over for story telling or to explain a complex concept.

          Team Collaboration

          Leverage a cloud-based CRM/AMS to manage members, prospects, vendors, sponsors and donors in one place. Speed transactions and leverage insights to engage stakeholders. Track sales/membership pipelines for increased efficiencies and frictionless  experience. 


          Plan, track, and collaborate on multiple projects across internal and/or external teams to get things done. Milestones, task lists, and more help organize complex projects into manageable units. Gantt charts provide detail on the schedule and progress of tasks. 

          Create and present interactive presentations to audiences from anywhere. Attract larger audiences to your online events, educational webinars and online meetings. Upload video and other content, share and present right from within your browser. 

          Why wait on email when messaging in real time can boost your team's productivity. Share files and make audio or video calls, right from a chat window. Brainstorm with colleagues and execute your vision. Keep up with your team, no matter where you are.

          Securely store and share files and documents with teammates, partners, vendors, or customers. Create beautiful slide decks, efficient spreadsheets, and slick online word documents, which allow for editing anywhere. Sign documents digitally and request signatures.

          UC is a business term for the integration of enterprise communication services such as instant messaging (chat), presence information, voice (including IP telephony), mobility features, audio, web & video conferencing, desktop sharing, call control and speech recognition with services such as unified messaging (integrated voicemail, e-mail, SMS and fax).

          Create and deliver interactive course content online complete with certificates. Track assignments, schedules and monitor the participation of learners. Post group projects for teams to work together on common goals. Share articles, videos and foster collaborative writing for joint authoring.

          Back-Office Processes

          Proactive business intelligence obtained by  digital tools that integrate analytics/reporting. Integrated software that creates appealing data visualizations and insightful dashboards. Blend data from multiple sources. Let AI be your intelligent assistant complete with KPI drivers.

          Intuitive use of online accounting software can track the health of your organization. Turn time-sheets and receipts into expense reports for quick approvals. Automate membership renewals for real-time, accurate reporting. Bill or collect payments online and integrate with a CRM.

          Manage your entire web store—from start to finish—on one platform. Access all the tools you need to build a website, accept orders, track inventory, process payments, manage shipping, market your brand, and analyze your data.

          Technology can manage human resources in terms of staff performance, approvals for time off, etc. Easily track time and attendance. Find new talent using professional recruiting tools. Let employees log time-sheets, update their own personal data, skills sets, and more.

          Explore over 50 ready-to-use business custom app templates. Using drag-and-drop, build forms and dashboards that are natively mobile. From managing logistics to providing a search engine on  your website, we can showcase pre-built solutions that cater to every unique aspect of your organization.

          Every business runs on hundreds of processes, and with technology improving every day. Most of those operations are still performed manually. To help you run your business more efficiently we'll showcase AI and other tools that can automate all your business needs.

          Set up feature-rich, fast, ad-free email for your organization. Establish custom domains and use a control panel to create individual mailbox, group accounts, etc. Take emails, groups, events, notes and tasks where ever you go and keep communications flowing using a mobile app.

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