AI often arrives as a solution in search of a problem, which is backwards. The value is already in the business, and the technology exists to harness it. We govern ourselves by the five values below.
Our values
Most of the market starts with the technology and looks for a use. We start by understanding how the business actually runs. That takes longer, and it is where the value turns out to be.
Most businesses do not think about process, so standard operating procedures (SOPs) go unwritten. Fewer still appoint an owner. We fix that before anything is built and teach it, so the results hold long after we leave.
Some work takes cost out, some adds value. Either way the measure has to exist before the build, so the movement can be seen. Most businesses have none, so we put them in place first.
We will recommend a new system only when something is missing or cannot be connected. The goal is to preserve as much of the current state as possible, because every change adds risk.
Advice that stops at a document does not change anything. We own the platform and ship the fix, so what you leave with is a working system rather than a recommendation to go and find one.
The firm
Based in Montreal, Quebec, and run by practitioners with twenty years each in operations, finance and software. Every engagement is staffed at senior level. That is policy, not circumstance: no junior bench, no rotating account team, nobody learning on your budget.
Derek Propetto, PMPChief Executive OfficerLeads operations and delivery. Twenty years in business leadership across strategy, finance and operations, working with owner-led companies in Canada and the United States. Has delivered AI-readiness mandates under BDC programmes.
David Gallucci, CPA AuditorChief Financial Officer & Chief Compliance OfficerOwns finance and compliance. A CPA and member of the Quebec CPA Order since 2014, with twenty years in accounting and advisory to owner-led businesses. Responsible for the firm’s privacy and Law 25 posture.
David GrecoChief Technology OfficerOwns the platform. Over twenty years building software for businesses, including the integration catalogue that connects the systems our clients already run.
Contact us
Start with a conversation. If a diagnostic is the right next step, we will say so. If it is not, we will say that too.