Incrementa (un)consulting

BACKGROUND

Please describe your company and position.

I am the CEO

Describe what your company does in a single sentence.

Bookkeeping and Fractional CFO Services for business with revenues between $1m - $20m annually

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Incrementa (un)consulting to accomplish?

• Strategy for growth

SOLUTION

How did you find Incrementa (un)consulting?

Referral

Why did you select Incrementa (un)consulting over others?

• Great culture fit
• Referred to me
• Company values aligned
• Felt a connection

How many teammates from Incrementa (un)consulting were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

To develope a comprehensive three-year business growth strategy that’s structured by quarters, focusing on clear revenue targets, operational setups, and actionable steps. I want to cultivate a business that reflects my values, culture, and the specific industry I wish to serve. By leveraging my strengths and passions, I’ll identify my target audience and set small, impactful tasks for each quarter to move the business in the right direction. This includes hiring a senior bookkeeper, engaging an external marketing team, and refining my service offerings. My strategy will emphasize delivering key outcomes, allowing me to continuously refine and adjust as I progress.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

So far we hit our Q1 arget of hiring a senior bookkeeper, hiring an external marketing team. We have started Q2 very well sign 2 major clients and we are on target to launch our messaging of our new niche. Revenue target for the year on track

Describe their project management. Did they deliver items on time? How did they respond to your needs?

We had a 1 day session, which was packed with hand on working, deliberation, guidance and alot a accountability actioning.

What was your primary form of communication with Incrementa (un)consulting?

• In-Person Meeting
• Virtual Meeting

What did you find most impressive or unique about this company?

Mike!

He know jus how to ask those questions that make you think deeper than what on the surface. He is not affriad to push you into being uncomfortable (in a good way) but knows the limits. It felt like the session was structured and set up just for me, unique to me and hot everything I needed.

Are there any areas for improvement or something Incrementa (un)consulting could have done differently?

Not to my knowledge, I learned a lot from them.

BACKGROUND

Please describe your company and position.

I am the CEO of Red Rhino Networks

Describe what your company does in a single sentence.

Red Rhino is an award-winning managed IT service provider (MSP) delivering outsourced IT and cybersecurity services to organizations.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Incrementa (un)consulting to accomplish?

• Developing leadership team
• Corporate goal planning and execution

SOLUTION

How did you find Incrementa (un)consulting?

LinkedIn

Why did you select Incrementa (un)consulting over others?

• High ratings
• Close to my geographic location
• Great culture fit
• Company values aligned

How many teammates from Incrementa (un)consulting were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

We engaged Mike and Incrementa for a year-long Growth Breakthrough program.  So far, we've had a couple of in-person sessions, including an 2-day annual planning session.  Mike has providing leadership coaching for the team, helped us build better quarterly and annual goals, along with a framework for continued execution of those objectives. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

While only a few months into the program, we have seen tremendous success with our leadership team being aligned to a corporate vision, developing quarterly and annual goals and, importantly, achieving those goals we set out together as a team.  

This process is truly setting up our company to scale.  

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Mike is very well organized and consistent with the delivery of his requirements.  Each meeting, he showed up well-prepared.  When we have a question, any emails are responded to quite quickly.  As a bonus, Mike is very familiar with our project management application and is able to share deliverables directly into our workflow.

What was your primary form of communication with Incrementa (un)consulting?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

I think Mike's personality is a true asset.  Above and beyond his qualifications as a business leader, which are robust, I find he goes above and beyond for our organization.  I can tell he wishes for our success.  That aligns with our company values as well.  Lastly, Mike is not dogmatic about a certain business process, rather understands many frameworks selects what works best.

Are there any areas for improvement or something Incrementa (un)consulting could have done differently?

Honestly, we have no immediate recommendations for improvement.  Our experience so far has been fantastic.  

BACKGROUND

Please describe your company and position.

I am the CEO/President of MASS

Describe what your company does in a single sentence.

Commercial hard surface refinishing and restoration. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Incrementa (un)consulting to accomplish?

• Help me become a more effective CEO

SOLUTION

How did you find Incrementa (un)consulting?

Referral

Why did you select Incrementa (un)consulting over others?

• Great culture fit
• Referred to me
• Company values aligned

How many teammates from Incrementa (un)consulting were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

I would meet with my coach at least twice a month to review a broad list of topics I needed assistance on. First thing we started on was on the culture at our organization and we started the process of going thru the book "5 Dysnfunctions of a Team". We've also worked on development of new positions inside our company. My coach would also work with me on being a better overall CEO and how to effectively lead a large organization. We work on long term and short term goals for our business. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Improved ENPS scores, progress on hitting our goals, and finishing out our 3-5 year targets. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They are in constant contact with us on the projects we are working on and give weekly updates to keep the team on track. 

What was your primary form of communication with Incrementa (un)consulting?

Virtual Meeting

What did you find most impressive or unique about this company?

They have a wide range of expertise that provides a one-stop source of information.

Are there any areas for improvement or something Incrementa (un)consulting could have done differently?

No 

BACKGROUND

Please describe your company and position.

I am the CFO of The Answer Company Consulting Ltd

Describe what your company does in a single sentence.

The Answer Company is a top ERP Consulting Group committed to propelling your business forward with customized ERP software solutions.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Incrementa (un)consulting to accomplish?

• Improve planning and communication at the leadership level
• Add structure to leadership meetings
• Reorganize the leadership team

SOLUTION

How did you find Incrementa (un)consulting?

Other

Why did you select Incrementa (un)consulting over others?

Other

What was the size of Incrementa (un)consulting’s team?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Our Growth Momentum Program is designed for growing businesses that are ready to shift gears. Our focus is building a breakthrough leadership team and their ability to think strategically and the disciplines to execute on your vision. The result – a team that multiplies the genius in your organization and creates unstoppable momentum. This program includes everything you need to build a great business, including:

• Foundations Day to build the right culture, create clear accountability and start your execution disciplines
• Annual planning and 3 quarterly planning sessions – Develop your strategy and execution roadmap
• Facilitated monthly meetings (3 hours) for your leadership team
• Bi-weekly 1:1s with the CEO/primary leader
• Bi-weekly 1:1s with the CFO
• Implementation support as required

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Developed a 3-yr vision and plan
• Developed reorg plan
• Structured weekly, monthly, qtrly and annual meetings

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The project has been run extremely efficiently and effectively. It is on time and in scope

What was your primary form of communication with Incrementa (un)consulting?

• In-Person Meeting
• Virtual Meeting

What did you find most impressive or unique about this company?

We're impressed with their ability to adapt to the changing situation and ability to get things across to us

Are there any areas for improvement or something Incrementa (un)consulting could have done differently?

None

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of Horizon Landscape, a landscaping services company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Incrementa (un)consulting?

We wanted to improve as a company through a business coach.

SOLUTION

What was the scope of their involvement?

Incrementa (un)consulting has been doing annual and quarterly strategic planning and coaching for our executive team. We also do biweekly coaching sessions and have a forum where our team can reach out for questions and coaching needs. 

To start the project, we revised our core values and purpose, introduced our company behaviors to them, and involved them in our Functional Accountability Charts.

What is the team composition?

We’ve been working with Mike (Business Growth Coach).

How did you come to work with Incrementa (un)consulting?

They were referred to us by one of our main employees that worked with them before.

How much have you invested in them?

We’ve spent $30,000 with them so far.

What is the status of this engagement?

We started working together in January 2022, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

They’ve been efficient and thorough with the project.

How did Incrementa (un)consulting perform from a project management standpoint?

Project management has been good; they meet deadlines, keep us on track, and fit strategically with our core group personally, making everything move nicely.

Regarding tools, we use Asana, Microsoft Teams, and Excel.

What did you find most impressive about them?

Their attention to detail is outstanding.

Are there any areas they could improve?

They’re working with us to try and be more diligent and productive to get things done quicker.

Do you have any advice for potential customers?

Establishing KPIs and measurements of the ROI and other aspects is important to determine their success throughout the engagement.

BACKGROUND

Introduce your business and what you do there.

I’m CEO of BC Food & Beverage.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Incrementa (un)consulting?

First, we needed help in defining our culture and team behaviors. Also, we wanted long-term planning to envision where our association is going and how to support our customers better.

SOLUTION

What was the scope of their involvement?

We’ve had two separate sessions with Incrementa (un)consulting and our entire team. Our first session was to define our culture, behaviors, and expectations. It was very collaborative; everyone was open and willing to share their opinions and thoughts on how they wanted to be treated. We went through a detailed exercise to look at how we wanted to be seen by our customers. We just used a whiteboard, but they uploaded everything to Miro so we could go back to it.

The other big conversation was about being more consistent and creating better processes. In the first step, we identified a program that could meet our needs. We wanted everyone on our team to be able to assign tasks to other people. We implemented Asana as a project management tool, and they did group and individual sessions to train our staff. We’re still in the early days of implementation.

Also, we’ve spent time following up on our behaviors and doing long-term planning this year. We’ll have a meeting soon to build out the strategy for 2023. Once we identify the long-term priority items, we can build tactical milestones on what we want to accomplish. Overall, we’ve built the foundation together, and now we’re focusing on strategic planning.

What is the team composition?

We work with Mike (Business Growth Coach & Strategic Advisor).

How did you come to work with Incrementa (un)consulting?

They joined our association. We started reaching out to them as part of the discovery process. When a new member joins us, we sit down and discuss who they are, what they do, and their goals and objectives for joining our association. Through that discussion, we figured we needed some of the things they specialized in, so we decided to hire them.

How much have you invested with them?

We’ve spent about $25,000 CAD (approximately $19,000 USD) so far, but it’ll probably end up being closer to $50,000 CAD (approximately $39,000 USD).

What is the status of this engagement?

We had our first session in May 2021 and a follow-up session in July 2021. Our relationship is ongoing; we’ll have a planning meeting in July 2022.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Having metrics for our culture is challenging, but after the discussion about engaging our staff, we implemented some metrics to measure the effectiveness of what we do with our members. We’ve taken those behaviors and incorporated a net promoter score to gauge the effectiveness and value of the different programs and services that we offer. We’ve done that for the past year, and it has driven our conversations when we do post-event reviews.

How did Incrementa (un)consulting perform from a project management standpoint?

They’re fantastic. They keep the project on track and are clear and articulated. Also, communication is vital. They appreciate and respect that the staff has different levels of detail and are great at walking us through the process and mapping out the project. They’ve coached us to create a way that works for us instead of using a preset way of doing things. Our entire staff has valued that.

For communication, they have an online appointment booking tool. We primarily use email, but when we want to discuss something, we just go on it and choose an available time. Then, the calendar sends invites to do it virtually.

What did you find most impressive about them?

Incrementa (un)consulting has a high level of detail, and they believe in including the entire team in the process. I’ve worked for big and small companies, and this was the first time all employees were included and encouraged to participate. It stood out to me because it was very effective; it helped the team create the work environment they wanted. It was really powerful.

Are there any areas they could improve?

I honestly can’t think of anything. They explain the process well and follow up to see how we’re progressing. They’ve gone above and beyond their duty.

Do you have any advice for potential customers?

I highly recommend them. Any team would benefit from their guidance.

BACKGROUND

Please describe your company and your position there.

I'm the President of the Banhall Consulting Ltd. Banhall is a specialty (SR&ED) tax consulting business.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Incrementa (un)consulting?

We hired Incrementa for strategic planning and to coach our leadership team.

SOLUTION

How did you select this firm and what were the deciding factors?

We assessed based on personality fit. The team at Incrementa really understood us and our issues.

Describe the project in detail and walk through their service package.

Our company lacked a direction for the future. We were all working hard but with no real leadership. We were reaching a ceiling in the companies growth because we didn't have the ability to predict issues around scaling up.

How many resources from the vendor's team worked with you, and what were their positions?

our main point of contact was Mike. He asked his team members to join as needed.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

they were great. very informative. They helped select and implement the softwares and processes we need to scale.

How effective was the workflow between your team and theirs?

it was great. they kept track of all meeting minutes and actions items. They kept us accountable for our action items so things got done!

What did you find most impressive or unique about this company?

What I found to be the most impressive thing about them was their out-of-the-box process. They would take what we perceived as complex and break it down to make it very simple for us.

Are there any areas for improvement or something they could have done differently?

they did great. we have no feedback for improvement.

BACKGROUND

Introduce your business and what you do there.

I’m the managing director of Leitz Tooling Systems LP. We provide new tooling and service equipment that goes inside large machinery.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Incrementa (un)consulting

We hired Incrementa (un)consulting to provide us with strategic planning. 

SOLUTION

What was the scope of their involvement?

Incrementa (un)consulting helps us develop our business and strategic plans for the next 1–10 years. They give us a clear vision for our mission, helping us set our differentiators against the competition. They also help us set actionable items every quarter, so we can meet our yearly goals. 

What is the team composition?

We work directly with the business owner. 

How did you come to work with Incrementa (un)consulting?

We came across Incrementa (un)consulting through a contact of a friend of mine who designed their website. This person connected us, and we started conversations with them. 

How much have you invested with them?

We’ve spent about $30,000.

What is the status of this engagement?

We started having conversations in January 2019 but the project officially began in August 2019, and it’s still ongoing. 

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We measure success based on how well we do as a business. Incrementa (un)consulting has been able to provide us with the right guidance to get our actions delivered, which is why we rate our engagement as successful. 

We have a huge trust factor between our teams. We’ve developed a better relationship with them, and each time we’ve had to work with them on a quarterly basis, the excitement level increases. In the beginning, our team was a little bit hesitant about having an external team as a partner, but they really embraced Incrementa (un)consulting once they came on board.   

How did Incrementa (un)consulting perform from a project management standpoint?

Incrementa (un)consulting’s communication was excellent, and they were great at meeting deadlines.   

Are there any areas they could improve?

No, they’re great. Incrementa (un)consulting is accountable, keeps everyone connected, and helps us drive our business forward — whatever they’re doing, they can keep doing it.  

Any advice for potential customers?

I advise any potential client to be transparent with their expectations and what they want as the end results. They’re experts in their field and going to help clients get to where they want.  

BACKGROUND

Introduce your business and what you do there.

I'm the CEO of Provision Data Systems Inc, which operates a data center facility in British Columbia, Canada. We have a small IT group, and our primary business is the data center colocation. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Incrementa (un)consulting?

There were a couple of different industry certifications that we wanted to acquire, and one of them was an AT101 SOC 2 Type 2. We needed it to get more business in the public sector and government, but we had no idea what was involved in acquiring it. 

It was a certification that always popped out as a requirement for larger companies, and many of our peers were already in pursuit or had pursued it.  As a result, we engaged Incrementa to assist us with the acquisition of that certification. 

SOLUTION

What was the scope of their involvement?

We reached out to Mike (Business Growth Coach & Advisor) and began the journey. He laid the process out for us. He built a roadmap and assisted us in creating a framework for our policies and documentation that we were going to need to pass an audit. 

What is the team composition?

We worked primarily with Mike. We worked with another Incrementa employee regarding some sales issues, but Mike was predominantly the one we dealt with the entire time. 

How did you come to work with Incrementa (un)consulting?

It was a referral. Once we identified what we wanted, another person in a similar industry referred Incrementa to us. She’d worked with Mike before and told us we needed to engage him because he’d help us put things together. Then, we had a kickoff meeting with him and talked about what we required and what we needed to do. We started working with Incrementa then. 

How much have you invested with them?

We’ve invested between $50,000–$60,000. 

What is the status of this engagement?

We used their services from October 2017–November 2020. We still work with a consultant that Mike recommended, but I don’t think the person works for Incrementa. 

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

He took us right from ground zero all the way up to passing the audits with flying colors. We were extremely successful. Our first audit was 100% passed. In our second audit, we had one minor notice, which was a penetration test that hadn't been done within the timeframe required. That was the only thing they could find wrong, and it wasn’t really wrong — just delayed. That was our fault, not Mike's. 

He scored two for two with getting a successful audit, minimizing costs, and minimizing the amount of work that we had to do as a compliance team. He was able to structure things in such a way that we had checklists of things we needed to do. We went with Mike and never looked back. He was amazing and did a lot for our business. 

How did Incrementa (un)consulting perform from a project management standpoint?

For deadlines and communications, Mike drove the boat. He kept us going and managed us through the process to ensure that the bits and pieces were all done in a timely manner. He was excellent.  

Our organization isn’t the speediest in the world. We’re a relatively small company compared to other operators our size, so we’re busy people. Mike was able to streamline the process to the point where even we could get it done, and that was amazing. If we had questions, he was right on it.

From a project management perspective, he was always on the ball, telling us what we needed to do and by when. 

What did you find most impressive about them?

The whole experience was amazing. Mike was a well-oiled machine. He knew what we needed to do when we needed to do it, and he had his finger on the pulse of the whole project the whole time. I just can't say enough good things about Mike. 

He was personally part of the team, and he was a great fit. He was there to speak to us in our language. If he needed to coach something out of somebody, he could do it. He understood the people that he was working with and could adjust his approach to match who he was having to get the work out of. 

We’ve also had some amazing conversations even offline, and I appreciated him as a consultant. He really became part of our team, and that was awesome. 

Are there any areas they could improve?

No, there’s none. It was perfect as far as we were concerned. As a small business owner, we always think of getting the services for half the price. That would be great. But we learned the hard way that we get what we pay for. With Incrementa, we received good services. As a result, I really don’t have anything to say that could have been done better. The task was extremely well executed. 

Do you have any advice for potential customers?

Depending on who they are or what they’re doing, they should let Incrementa drive the boat where it needs to go. They’re going to get there in the fastest and most cost-effective way possible when they let the Incrementa team do what they do best. Some people prefer sitting there and micromanaging consultants. With Incrementa, that isn’t required. 

We told Mike it was his show. He told us what to do, and we did it — and we had the best results we could hope for. 

BACKGROUND

Introduce your business and what you do there.

When I was the president of BM&M Screening Solutions, I worked with Incrementa (un)consulting. I’ve since retired.

Our company manufactured machines that screen things by size. We had machines that cleaned the dirt out of greens or lumps out of sugar.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Incrementa (un)consulting?

Mike (Business Growth Coach & Advisor) helped me make our corporation more corporate. We had a few business plans, but I was having trouble getting people to engage with the bigger company philosophy.

SOLUTION

What was the scope of their involvement?

Mike came in to help develop a strategy for my plans for future direction. He provided tactics to move forward with my management team and then to roll out in our factories.

The biggest part was establishing our culture. We had to set up measurements to gain traction to the business plan so that it would be executed on the plant floor and by the management team. We put together tactics to lay out all of the KPI measurements and deliverables.

What is the team composition?

We mainly worked with Mike, but he did bring in others on an ad hoc basis. He brought in a few people for training and to write the content we needed.

How did you come to work with Incrementa (un)consulting?

I found them through my networking group. Mike presented to our group, and some of my peers were using him. After his chat, I was interested in him, so I brought him in.

How much have you invested with them?

We spent around $25,000–$30,000.

What is the status of this engagement?

We worked together from late 2017–late 2018.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Their services assisted with us selling the business to a large American conglomerate. Mike was very good, and his deliverables and metrics were set up very quickly. The more challenging part The most challenging part was getting the culture shift. Mike did a really nice job of being the sunshine when he needed to be and being the hammer when he needed to be. They were very strategic in their delivery of the culture piece.

How did Incrementa (un)consulting perform from a project management standpoint?

From a project management standpoint, Mike did better than we did. He actually brought some tools into the company that we ended up using more globally.

What did you find most impressive about them?

Mike is an A-to-Z type of guy. He can help with the basement or the penthouse. He was able to present on the shop floor, but he also was able to be a peer of mine. We were able to sit down and be present with one another.

He’s good at executing at all levels of the organization. His energy is boundless. He’s great at selling his message because of that high energy.

Are there any areas they could improve?

Mike needs to clone himself. He has extremely high standards for his own people and clients. Everyone has to run pretty fast to keep up with him.

Do you have any advice for potential customers?

Start very high. Make sure Mike understands the long-range plan and the execution roadblocks. Make sure he understands the big picture.