Executive Summary

Transformation Navigation

Transformation Navigation is an innovative consulting service that specializes in guiding organizations through the entire life cycle of an initiative. In today’s fast-paced business environment, successful transformation has become a critical factor for sustained competitiveness. As industry leader John Maxwell once said, “Change is inevitable. Growth is optional.” demonstrating the power of growth through effective transformation.

As organizations strive to stay ahead, they often encounter the need for large-scale transformations. However, managing such transformations is a complex endeavor that requires meticulous planning, precise execution, and strategic decision-making. Many organizations struggle to navigate these complexities, resulting in project delays, budget overruns, and suboptimal outcomes. Transformation Navigation fills this gap by offering specialized consulting services to guide organizations through their
transformation journeys.

Our unique service proposition addresses the challenges faced by organizations and provides the necessary expertise to navigate complex transformations effectively. By leveraging our experience and industry-leading practices, we empower organizations to embrace change and turn it into a catalyst for growth and success.

Transformation Navigation is poised to revolutionize the way organizations approach and execute their transformation initiatives. By leveraging our expertise, tailored approach, and comprehensive support, organizations can confidently navigate the complexities of their transformations and achieve their desired outcomes. We invite you to embark on a transformative journey with us and unlock your organization’s full potential. Together, let’s embrace change, drive growth, and shape a brighter future for your business.

Service Methodology

Our Service Methodology is driven by a powerful ambition – to unlock your organization’s full potential through successful transformation. We believe that change is not just inevitable; it is an opportunity for growth and a pathway to a brighter future for your business.

Through our unique service proposition, we guide organizations through the complexities of their transformation journeys. Drawing on our extensive experience and industry-leading practices, we provide the expertise and support needed to navigate the challenges of large-scale transformations with confidence and achieve optimal outcomes.

Our Service Methodology is built on a foundation of five key objectives that form the pillars of our approach:

1. Transformation Assessment
2. Transformation Visioning
3. Transformation Design
4. Transformation Execution
5. Transformation Optimization

With our Service Methodology, we have already achieved remarkable transformations for numerous organizations, enabling them to embrace change and drive growth. We aim to continue this success by partnering with you to unlock your organization’s full potential. Together, let’s embark on a transformative journey, navigate complexities, and shape a future where your business thrives.

Service Options

Companies can elect whether they just require Appleton Greene for advice and support with the Bronze Client Service, for research and performance analysis with the Silver Client Service, for facilitating departmental workshops with the Gold Client Service, or for complete process planning, development, implementation, management and review, with the Platinum Client Service. Ultimately, there is a service to suit every situation and every budget and clients can elect to either upgrade or downgrade from one service to another as and when required, providing complete flexibility in order to ensure that the right level of support is available over a sustainable period of time, enabling the organization to compensate for any prescriptive or emergent changes relating to: Customer Service; E-business; Finance; Globalization; Human Resources; Information Technology; Legal; Management; Marketing; or Production.

Service Mission

Our service mission is to empower organizations to thrive through transformation. We are driven by the belief that successful transformation is not just a necessity but a catalyst for growth, competitiveness, and long-term success. Our unique service proposition combines expertise, innovation, and unwavering commitment to guide organizations through the complexities of their transformation journeys, enabling them to unlock their full potential.

Our mission is fueled by a track record of achievements and a clear vision for the future. Over the years, we have partnered with diverse organizations across industries, helping them navigate through transformational challenges and achieve remarkable outcomes. We have witnessed the transformative power of our services firsthand, and our mission is to extend this impact to organizations globally.

Our service mission revolves around three core principles:

Transformational Excellence: We strive for excellence in every aspect of our service. From our experienced consultants to our proven methodologies, we are dedicated to delivering transformative solutions that meet the unique needs of each organization. Our mission is to provide unparalleled expertise, industry-leading practices, and innovative approaches that drive successful transformations and create lasting value for our clients.

Partnership and Collaboration: Collaboration is at the heart of our service mission. We believe that the best outcomes are achieved through strong partnerships with our clients. By working closely together, we build a deep understanding of your organization’s goals, culture, and challenges. We become an extension of your team, offering guidance, support, and expertise every step of the way. Our mission is to foster a collaborative environment where ideas flourish, insights are shared, and together, we achieve remarkable transformational results.

Sustainable Impact: Our service mission goes beyond immediate transformational success. We aim to create sustainable impact for our clients, empowering them to thrive long after our engagement ends. We equip organizations with the tools, knowledge, and capabilities to navigate future transformations independently. Our mission is to leave a lasting legacy by instilling a transformational mindset, enabling organizations to embrace change, adapt to evolving market dynamics, and continuously innovate.

Looking ahead, our service mission remains steadfast. We aim to expand our reach and make a positive impact on a global scale. We are committed to staying at the forefront of industry trends, constantly evolving our methodologies and practices to meet the changing needs of organizations in an ever-evolving business landscape.

By partnering with us, organizations can expect to embark on a transformative journey fueled by passion, expertise, and unwavering dedication. We are driven by the excitement of witnessing our clients’ growth and success as they navigate through complexities, embrace change, and unlock their full potential. Together, let’s turn challenges into opportunities, transform aspirations into reality, and shape a future where organizations thrive through transformation.

Service Objectives

The following list represents the Key Service Objectives (KSO) for the Appleton Greene Transformation Navigation service.

1. Transformation Assessment
   In this Service Objective focuses on confirming the scope, requirements, and objectives of your Transformation project. We work closely with your organization to assess the current project plans and assets, ensuring they are aligned and efficient. Our team specializes in identifying risks, issues, and opportunities that may impact the success of your transformation initiative. By conducting a thorough analysis, we provide valuable insights into the current state of your transformation, enabling you to make informed decisions and mitigate potential obstacles.
2. Transformation Visioning
   Our objective is to envision and design the desired future state of your organization and the initiative of focus. We collaborate with key stakeholders to understand your strategic goals and aspirations. Through a structured process, we map out the transformation journey, outlining the necessary steps to achieve the desired outcomes. Our team leverages industry best practices and innovative approaches to create a comprehensive roadmap that guides your organization towards the future state you envision.
3. Transformation Design
   This Service Objective focuses on planning and designing the implementation of your transformation initiative. We work closely with your organization to develop a detailed project plan, including timelines, resource allocation, and milestones. Our team ensures that the plan aligns with your strategic objectives and accounts for potential challenges and risks. By leveraging our expertise in project management and transformation methodologies, we help you create a robust plan that sets the foundation for successful implementation.
4. Transformation Execution
   This Service Objective is dedicated to executing the planned transformation activities. Our team provides hands-on support to ensure a smooth transition from the current state to the desired future state. We work closely with your organization’s stakeholders, providing guidance and assistance throughout the implementation process. Our objective is to facilitate effective change management, address any issues or obstacles that arise, and keep the project on track. With a focus on efficient execution, we help you realize the envisioned transformation and achieve your strategic goals.
5. Transformation Optimization
   Our objective is to continuously monitor the progress of your transformation initiative and make necessary refinements along the way. We establish robust monitoring mechanisms to track the implementation, measure performance, and assess the impact of the transformation. Our team identifies areas for improvement, addresses emerging risks and issues, and adjusts the transformation plan as needed. Through proactive monitoring and refinement, we ensure that your transformation stays on course and delivers the desired outcomes.

Testimonials

Covenant Care & Covenant Living

“Mr. Carvalho has helped to transform how we provide services to our residents and patients living in continuing care centers across Alberta and British Columbia.”

NorQuest College

“ Mr. Carvalho is a trusted digital health expert who facilitates digital transformations to disrupt and improve healthcare delivery – keeping the patient and clinician at the centre of the conversation. I have worked with Chris on a number of health innovation projects over the past year, all of which have been successful due to his technical expertise, strong understanding of the health care system, transparent approach and ability to lead strategy and implementation. At a time when our system needs to shift to more digital solutions, Chris will be someone you can trust to have your best interests at heart.”

Provincial Health Services Authority – Remote Patient Monitoring

“ Mr. Carvalho led a large scale provincial transformation project through all critical phases. He was key in taking the large teams through the various transformation stages to ultimately reach the desired provincial outcome.”

Broadmead Care

“ Mr. Carvalho assisted our organization in the review, design, development and implementation of an innovation transformation agenda to enable greater access to technology and services for our clients. His methodical approach achieved the results that were discussed and desired by the leadership of our organization.”

Canadian Western Bank

“Mr. Carvalho led three key streams (finance, treasury, and lending) in an organizational wide transformation of a core banking system. He was responsible for leading a team of 10 functional business analysts and 6 testing analysts through the analysis, design, build, testing, and implementation phases of the Temenos T24 Core Banking System Transformation Project. This project was a COTS implementation with custom software development components and activities include requirements gathering/definition, developing functional design documents, facilitating discovery sessions with business stakeholders, and developing project schedules and resourcing plans for each project phase, and supporting and auditing project governance processes.”

More detailed achievements, references and testimonials are confidentially available to clients upon request.

Industries

This service is primarily available to the following industry sectors:

Healthcare

The healthcare sector is currently undergoing significant transformation driven by various factors, including technological advancements, evolving patient needs, changing regulatory landscapes, and the increasing burden on healthcare systems. This transformation presents both challenges and opportunities for the industry, with the potential to revolutionize the way care is provided, reduce burden on healthcare systems, reallocate and redesign staff capacity, and unlock new possibilities for improved patient outcomes.

Transformation projects play a crucial role in enabling the healthcare sector to address these challenges and seize the opportunities ahead. By embracing transformation, healthcare organizations can adapt to the changing landscape, enhance efficiency, and deliver better patient-centered care.

Consultancy

The consultancy industry is undergoing a significant transformation in response to the evolving business landscape, changing client needs, technological advancements, and the growing demand for specialized expertise. This transformation presents both challenges and opportunities for consulting firms, as they strive to adapt and deliver value in an increasingly dynamic and competitive market.

Transformation projects within the consultancy industry play a pivotal role in enabling firms to stay relevant, provide innovative solutions, and deliver measurable impact for their clients.

Non-profit and Charities

The non-profit and charities sector is experiencing a significant transformation driven by various factors, including changing donor expectations, evolving social and environmental challenges, technological advancements, and the need for increased transparency and accountability. This transformation presents both challenges and opportunities for non-profit organizations and charities as they strive to address complex social issues and create meaningful impact in a rapidly changing landscape.

Transformation projects within the non-profit and charities sector play a vital role in enabling organizations to adapt, innovate, and effectively fulfill their missions.

Technology

The technology sector is experiencing a rapid and continuous transformation, driven by advancements in digital technologies, evolving consumer expectations, emerging trends, and the need for innovation. This transformation presents both challenges and opportunities for technology companies as they navigate the dynamic and competitive landscape of the industry.

Transformation projects within the technology sector play a critical role in enabling companies to stay ahead of the curve, drive innovation, and deliver cutting-edge solutions to meet the evolving needs of businesses and consumers.

Locations

This service is primarily available within the following locations:

Edmonton, AB

Edmonton, the capital of Alberta, Canada, holds a strong position with a diverse economy. The city’s robust energy sector, including oil, gas, petrochemicals, and refining, fuels its economy. Edmonton is actively diversifying beyond traditional industries, with a focus on advanced manufacturing, technology, healthcare, and education. The presence of research institutions and universities fosters innovation and entrepreneurship. Future prospects look promising as Edmonton invests in infrastructure, innovation hubs, and sustainable energy initiatives. The city aims to attract investments in emerging sectors, foster a supportive ecosystem for startups, and become a hub for innovation and sustainable growth. Edmonton’s strategic location, resource abundance, and commitment to diversification position it for continued economic success and a bright future.

Calgary, AB

Calgary, located in Alberta, Canada, is a dynamic city with a thriving economy. Historically known for its oil and gas industry, Calgary has successfully diversified its economy in recent years. The city is home to a wide range of industries, including energy, finance, technology, transportation, and logistics. Calgary’s strong entrepreneurial spirit and supportive business environment have attracted numerous startups and established companies. Major players in the city’s market include energy companies, financial institutions, tech startups, and engineering firms. With a focus on innovation and sustainability, Calgary is embracing emerging technologies and investing in research and development. The city’s strategic location, skilled workforce, and robust infrastructure contribute to its competitive advantage. Calgary’s future outlook remains positive as it continues to attract investment, foster innovation, and diversify its economy beyond
traditional sectors.

Vancouver, CA

Vancouver, located on the west coast of Canada, is a vibrant and cosmopolitan city with a diverse and thriving economy. Known for its breathtaking natural beauty and high quality of life, Vancouver has emerged as a global hub for technology, film production, green industries, and tourism. The city boasts a strong and innovative tech sector, attracting both established companies and startups, especially in areas such as software development, gaming, and digital entertainment. Vancouver is also a major film production center, with Hollywood studios and international productions choosing the city as a filming destination. Additionally, the city has embraced sustainability and green initiatives, positioning itself as a leader in clean technology and renewable energy. Vancouver’s strategic location on the Pacific Rim provides a gateway to Asian markets, making it an attractive destination for international businesses. With its vibrant economy, commitment to innovation, and scenic surroundings, Vancouver is well-positioned for continued growth and prosperity.

Toronto, CA

Toronto, the largest city in Canada, is a dynamic and diverse metropolis that serves as the country’s financial and economic hub. With a strong and resilient economy, Toronto offers a wide range of business opportunities across various industries. The city is home to a thriving financial sector, with major banks and financial institutions operating their headquarters here. Additionally, Toronto has a robust technology and innovation ecosystem, attracting tech companies and startups from around the world. The city’s diverse population and multicultural atmosphere contribute to its vibrant arts, culture, and culinary scenes. Toronto also boasts a highly educated workforce and world-class educational institutions, fostering a culture of innovation and talent development. As a global city, Toronto attracts international investments and is a gateway to North American markets. With its strategic location, diverse economy, and supportive business environment, Toronto continues to be a magnet for businesses, entrepreneurs, and professionals seeking growth and opportunities.

Boston, MA

Boston, located in the northeastern United States, is a city renowned for its rich history, prestigious universities, and thriving innovation ecosystem. As one of the oldest cities in the country, Boston offers a unique blend of tradition and modernity. The city is home to renowned academic institutions such as Harvard University and Massachusetts Institute of Technology (MIT), attracting top talent and fostering cutting-edge research and development. Boston’s economy is diverse and robust, with key industries including technology, biotechnology, healthcare, finance, and education. The city’s strong entrepreneurial culture and access to venture capital make it a breeding ground for startups and innovation. Boston also has a vibrant arts and cultural scene, with world-class museums, theatres, and historical landmarks. With its strategic location, skilled workforce, and collaborative environment, Boston continues to attract businesses, investors, and professionals seeking to be at the forefront of innovation and advancement.

Clients

This service’s current clients or employers include:

TELUS Health

As a global health and wellbeing provider encompassing physical, mental and financial health, our team of nearly 10,000 team members is dedicated to solving the most pressing issues facing citizens, healthcare professionals, employers, and employees around the world.

We’re on a mission to be the most trusted wellbeing company in the world.

https://www.telus.com/en/health

Health Cities

The focus of Health Cities is to transform innovations from our health sector into solutions that have commercial application and global relevance. A huge opportunity for disruption in the health sector will occur in our communities and in our homes – addressing the issues that affect citizens’ health before it becomes chronic or acute.

www.healthcities.ca

Canadian Western Bank

Whether you need expert advice and specialized financial services for your business banking, personal banking or wealth management – CWB has everything you need. We get to know you – forming relationships, asking the right questions, understanding your industry – so that we can provide you with the right financial solutions. We work hard to be not just productive for you, but proactive. You might even say that we’re obsessed with your success.

Our services

We offer specialty business banking services for small- and medium-sized companies with a focus on:

– general commercial
– equipment financing
– construction financing
– commercial real estate financing
– real estate construction and project financing
– equipment financing and leasing

Full-service personal banking options include:

– chequing and savings accounts
– loans
– mortgages
– investment products

CWB Financial Group

CWB Financial Group is a diversified financial services organization providing specialized service in banking, trust and wealth management. Since 1984, we’ve grown from a single branch operating in Edmonton, Alberta, to a western-based, federally regulated financial institution with a national presence.

www.cwbank.com

Broadmead Care

Broadmead Care, a non-profit organization, offers long term care and programs for people who require assistance every day. With five locations in the Victoria area and compassionate, dedicated staff, we live our purpose by building communities where every person can experience wellbeing and happiness.

www.broadmeadcare.com

Provincial Health Services Authority

PHSA has a unique role in BC’s health authority system: to ensure that B.C. residents have access to a coordinated provincial network of high-quality specialized health-care services.

www.phsa.ca

Service Benefits

Bronze Service

Monthly cost: USD $1,500.00
Time limit: 5 hours per month
Contract period: 12 months

Bronze service includes:

01. Email support
02. Telephone support
03. Questions & answers
04. Professional advice
05. Communication management

SERVICE DESCRIPTION
The Bronze Client Service (BCS) for Transformation Navigation provides clients with an entry level option and enables client contacts to become personally acquainted with Mr. Carvalho over a sustainable period of time. We suggest that clients allocate up to a maximum of 5 Key Employees for this service. Your Key Employees can then contact the consultant via email, whenever they feel that they need specific advice or support in relation to the consultant’s specialist subject. The consultant will also be proactive about opening and maintaining communications with your Key Employees. Your Key Employees can list and number any questions that they would like to ask and they will then receive specific answers to each and every query that they may have. Your Key Employees can then retain these communications on file for future reference. General support inquiries will usually receive replies within 48 hours, but please allow a period of up to 10 business days during busy periods. The Bronze Client Service (BCS) enables your Key Employees to get to know their designated Appleton Greene consultant and to benefit from the consultant’s specialist skills, knowledge and experience.

Silver Service

Monthly cost: USD $3,000.00
Time limit: 10 hours per month
Contract period: 12 months

Bronze service plus

01. Research analysis
02. Management analysis
03. Performance analysis
04. Business process analysis
05. Training analysis

SERVICE DESCRIPTION
The Silver Client Service (SCS) for Transformation Navigation provides more time for research and development. If you require Mr. Carvalho to undertake research on your behalf, or on behalf of your Key Employees, then this would understandably require more time and the Silver Client Service (SCS) accommodates this. For example, you may want your consultant to undertake some research into your management, performance, business, or training processes, with a view towards providing an independent analysis and recommendations for improvement. If any research and development, or business analysis is required, then the Silver Client Service (SCS) is for you.

Gold Service

Monthly cost: USD $4,500.00
Time limit: 15 hours per month
Contract period: 12 months

Bronze/Silver service plus

01. Management interviews
02. Evaluation and assessment
03. Performance improvement
04. Business process improvement
05. Management training

SERVICE DESCRIPTION
The Gold Client Service (GCS) for Transformation Navigation is intended for more detailed evaluation and assessment, that may require your Key Employees to have monthly meetings or interviews with Mr. Carvalho These meetings and interviews can be conducted over the telephone, Skype, or by video conference if required. The consultant can also attend your business premises, an Appleton Greene office, or another mutually beneficial location, but please note that clients are responsible for the costs of any disbursements separately, including travel and accommodation. This service enables you to integrate the specific skills, knowledge and experience of your designated consultant into your Key Employee management team. The Gold Client Service (GCS) can also incorporate training workshops, business presentations and external meetings with customers, suppliers, associations, or any other business-related stakeholders.

Platinum Service

Monthly cost: USD $6,000.00
Time limit: 20 hours per month
Contract period: 12 months

Bronze/Silver/Gold service plus

01. Project planning
02. Project development
03. Project implementation
04. Project management
05. Project review

SERVICE DESCRIPTION
The Platinum Client Service (PCS) for Transformation Navigation is our flagship service and will be required if you need Mr. Carvalho to facilitate the planning, development, implementation, management, or review of a particular project relating to his specialist subject, which would obviously require more time and dedication. This service enables you to reserve up to 12.5% of the consultant’s working month and provides a more hands-on service as and when required. If you need more time than this, then this can always be arranged, subject of course to the consultant’s ongoing availability. The benefit of having an external consultant involved in projects is they provide an independent perspective and are not influenced by internal politics, day-to-day responsibilities, or personal career interest. They provide objectivity, specific knowledge, skills and experience and will be entirely focused upon the tasks at hand. The Platinum Client Service (PCS) will provide your organization with a valuable resource as and when you need it.