Consulting

Optimatron is specialized in providing consulting services to solo entrepreneurs and small to mid-size companies and organizations aiming to increase their productivity. If you want to improve the quality of your organization’s work, reach out to more clients, reduce wasted resources, increase team morale or maximize revenue, we can help.

Our productivity-enhancing solutions are competitively priced and tailored to your organization’s needs and challenges. Each of our consulting projects call for a unique blend of solutions and adjusted scope of work. Whether it’s a handful of guidance sessions, tool development, technology integration, or end-to-end support to recommend, develop and roll out multiple solutions, we can provide the services your organization needs for improved effectiveness and efficiency.

The types of services we provide

Creating, updating and optimizing essential business documentation

• Standard Operating Procedures (SOPs)

• Training materials (manuals, tutorial videos, quick-reference guides)

• Business process mapping (workflow diagrams)

• Organizational charts and job descriptions

• Forms (client intake forms, order forms, satisfaction surveys, etc.)

• Templates (reports, invoices, checklists)

Enhancing strategic guidance and alignment

• Defining organizational Mission, Vision and Core Values

• Adopting and optimizing alignment between Strategic Plans, 1-year plans, Objectives and Key Results (OKR), and Key Performance Indicators (KPI)

• Developing data collection and analysis systems to support executive decision making

• Change management support to minimize disruptions to productivity

• Large-scale project management support

Human Resources and Operations optimization

• Operational workflow audits

• Team and individual workload balancing

• Scheduling tools and processes

• Developing comprehensive learning plans and Performance Improvement Plans (PIPs)

• Remote workforce optimization

• Team and individual productivity audits, performance coaching and training sessions

Streamlining communications

• Internal and external communication strategies

• Email management strategies

• Communication templates (email templates, audio scripts, client FAQs, text expanders, etc.)

• Setting and leading effective meetings

• Knowledge Management (KM) strategies

Business technology implementation, training and support

• Task management systems (Toodledo, Trello, and ClickUp; Marc is a ClickUp Verified Consultant and a ClickUp Verified Power User)

• Cross-platform automation (Zapier, Automate.io)

• Appointment scheduling (Calendly)

• Time tracking (Toggl)

• Google Workspaces (Gmail, Google Calendar, Google Docs, Google Drive, etc.)

The scale of projects we take on

For each consulting project, we carefully calculate the level of service required to meet our client’s needs. We strive to provide solutions which deliver results and which finish on time and within budget.

• Consultations: You are dealing with one or two straightforward issues regarding you or your team’s productivity and need answers or advice that can be delivered during one or two 60-min long virtual meetings.

• Productivity assessments and roadmaps: Your team is dealing with one or more complex productivity killing issues and needs help to diagnose their causes, discuss possible solutions and to develop an action plan.

• Individual assistance: A key team member is underperforming and assistance is required to provide them with guidance and to optimize or adapt the tools and systems they use at work. Paired with our coaching services, this type of project typically lasts 3 to 6 months.

• Department-level projects: A team or unit in your organization requires one or more laser-focused solutions to improve their effectiveness and efficiency in a key area. Using the example of an HR team in need of assistance, a project of this scale would involve providing one or two of the following types of services:

  • Optimizing employee training programs to address key recurring deficiencies or opportunities

  • Developing polices and training materials for a new business unit

  • Developing policies, programs and tools to effectively transition a team to remote work

  • Implementation and roll-out of a business technology solution (task management system, scheduling software, CRM, etc.)  

• Large-scale enterprise projects: You need assistance across your entire workforce to boost overall effectiveness and efficiency. These are some examples of large-scale projects we have undertaken for clients:

  • Facilitating a series of workshops with the board and executive team to define and align the organization’s Strategic Plans, Yearly plans, OKR and KPIs, followed by support to draft these business documents and ensure their adoption throughout the workforce.

  • Conducting 1:1 virtual meetings company-wide in order to map out processes, create Standard Operating Procedures and produce training materials from the ground up, in order to prepare for scaled growth.

  • Completing an extensive productivity audit across all business units, meeting with the executive team to discuss its findings and providing rectifying solutions, which could include trainings for managers to streamline meetings, optimizing project and task management systems, implementing digital process automations, etc.

How to get started:

Step 1. Fill out the online Consulting Questionnaire below.

Step 2. After we receive your completed questionnaire, Marc Gendreau will get in touch with you (typically within less than two business days) to schedule a free, no-obligation 30-minute consultation video chat (Zoom).   

Step 3. During your consultation, you’ll get to ask any questions you might have and Marc will ask you some follow-up questions based on the answers you provided in the questionnaire. This discussion will allow us to draft a preliminary roadmap for the consulting services we believe would provide results and to confirm that we are a good fit your company or organization’s needs at this time.

Step 4. Shortly after your consultation call, we will send a detailed proposal with our fees for either an initial portion or the full scope of the consulting project.

Frequently Asked Questions

Terms and conditions
For international clients, consulting fees are all-inclusive (there are no additional fees or taxes). Provincial and federal taxes are added for Canadian clients.

All payments must be received in Canadian dollars. For international clients, this means that the conversion rate from your currency to Canadian Dollars will be calculated on the day your payment is processed.