Carolyn B

Do you need help making your vision a reality? My name is Carolyn and I live and work in the beautiful city of Toronto, Canada. My background is in engineering, with 12 years of experience in management and strategy consulting across a range of industries and with a focus on technology, at an AI data scale-up, and now in private equity. I have experience in M&A, strategy, transformation, and operations and have worked with scale-ups through to F100 and everything in between. Most of my work has been with companies in Canada and the US. If you have a vision but are at a loss about where to start, how to focus, and what steps to take, I can help. My speciality is asking big questions about what you want to be, and building a plan to get there. I look forward to working with you! I would love to help you with: - Strategy (Corporate strategy, Product strategy, Value Creation etc.) - Business planning (Vision, KPIs, OKRs, Metrics) - Technology investments (System selection, IT function) - M&A (Due Diligence, Acquisitions, Carve-outs, Planning & Execution) - Operations (Processes, Governance, Back Office Functions, Project Management) - Customer strategy, journey mapping, customer / user experience - Making a plan to execute your vision - The importance of people and culture - Coaching / mentoring others

• 

  Building a team

  I have experience building functions and teams, coaching and mentoring. I stood up an onshore delivery centre and designed everything from processes and tools to the team, and everything in between. I've been leading or mentoring others for 7+ years.

• 

  Customer success

  I have built customer strategy, customer journey maps and helped build out new functions within CS departments. In consulting roles, I spent 10 years servicing customers in an advisory capacity, and spent the last year helping build capabilities within a CS department at a product/data company. I have managed offshore delivery centres and have experience with the processes and tools involved in managing customers (e.g. CRM, Ticketing, etc.).

• 

  Go to market strategy

  While I am no marketing expert, I have spent most of my career doing strategy & transformation work as such I've done corporate strategy, market research, pricing models, product strategy, product launch plans, etc.

• 

  Product launches

  In my current role at an AI data company, I have been leading the largest new product launch. I work not only with customers on our alpha program, but with the whole organization on planning for and executing our first major launch. Ask me about some keys to success!

• 

  Technology and tools

  I spent ~7 years of my career in technology advisory roles helping companies think about how best to leverage technology to enhance their business - be it through corporate tools or emerging technologies.

• 

  Asana

  8 years of experience

  I have used Asana to manage internal projects both with the KanBan board style and traditional Gantt style. I have experience with other PM tools as well such as ClickUp and Jira.

• 

  Salesforce

  15 years of experience

  I've used the Salesforce application all my career, and have experience launching new functionality, building reports, and customizing processes from a business perspective.

• 

  Business Information Systems

  Worked with energy, manufacturing, municipalities, wine and farming companies on the use of IoT for everything from tracking and managing assets to optimizing usage of building spaces.

• 

  SaaS

  My last startup experience was a Software-as-a-Service model. In my consulting days we had a number of SaaS businesses, and advised others on when SaaS makes sense. I've helped many companies outsource IT services using a SaaS model (other models too).

• 

  Artificial Intelligence

  Using AI and ML to scrape and make use of web data for the purposes of building our inventory of autonomously enriching data. I have experience considering AI and ML in strategy.

• 

  B2B

  My last startup experience was in the B2B space, particularly with the topic of Procurement and the relationships between suppliers and buyers. The exchange of reliable business data globally is an ongoing challenge in B2B.

• 

  Venture Capital

  I work in Private Equity, often as first institutional capital for entrepreneurs and family-owned businesses. My role is to create value together with our management and deal teams.