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70% of transformations fail. We're built for the 30% that don't.

Nine stages, three buckets, one written report at every step. Transformations succeed when discovery is honest, decisions are defensible, and adoption is taken seriously.

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McKinsey, Bain & Company, 2024

Projects meeting objectives

With excellent change management88%
With poor change management13%

Prosci, Best Practices in Change Management, 2023

Our methodology

Nine stages, three buckets, a written report at every step.

Modular by design. Enter at any stage, stop at any stage. Each one produces a written deliverable that stands on its own. Click any bucket name below to jump to its detail.

Modular

Run one stage, sequence several, or work through the whole pipeline. Stop whenever the rest doesn't apply.

Written, not slides

Every stage produces a real report. Built to be read by people who weren't in the room and to hold up six months later.

Cited and independent

Recommendations grounded in primary research. No vendor commissions. The recommendation is yours.

See each stage in detail

01 · Listen first.

Diagnose

We don't make recommendations until we understand where you are. The baseline isn't a side step. It's the foundation everything else stands on.

29%

Most companies use only 29% of the KPIs they define. Diagnostics produce data nobody acts on.

McKinsey, 2023

Diagnostic Mirror

An honest written diagnostic of where your organization actually stands. Your specific situation, not a generic maturity model.

You get12-page maturity report
What this includes
  • Maturity assessment across six axes

    So we're not making recommendations from a generic playbook.

  • Industry and size-band benchmarking

    Where you actually stand against your real peers, not a global enterprise average.

  • Percentile context against peer cohort

    A 3 of 5 score means very different things at 50 people and at 500.

  • Gap analysis and prioritized opportunities

    What to tackle first, ranked by realistic impact and cost.

  • 90-minute written readout session

    Walk-through plus pushback. The session is where the diagnostic earns its keep.

Sample Diagnostic Mirror deliverable

12-page maturity report

Radar charts · Industry benchmarking · Gap analysis

Customer Discovery

Decisions grounded in what your customers actually say, not what you assume. Synthesized from interviews, surveys, and support data.

You getVoice-of-customer synthesis
What this includes
  • Customer interview design and conduct

    Real conversations, not surveys nobody fills out honestly.

  • Survey and support data synthesis

    Whatever you already have gets pulled into one view.

  • Persona definitions tied to revenue impact

    Personas that matter to the P&L, beyond the marketing view.

  • Top customer themes with verbatim quotes

    Quotes carry more weight in a board meeting than a paraphrase.

  • Implications for strategy and roadmap

    What you should actually do differently because of what we heard.

Sample Customer Discovery deliverable

Voice-of-customer synthesis

Personas · Themes · Verbatims

Customer-obsessed B2B companies grow revenue 28% faster.

And they retain customers 43% better. Yet only 3% of companies qualify as customer-obsessed. Discovery is where most strategies leak credibility.

Forrester, State of Customer Obsession, 2024

02 · Plan with rigour.

Decide

A strategy without a roadmap is a wish. A roadmap without a business case is a hope. We turn understanding into a plan your board can sign off on.

67%

67% of well-formulated strategies fail because of poor execution. The gap is in translation, not formulation.

Harvard Business Review

Strategy & Vision

A written strategy your team can act on Monday. Not a slide deck that ends up in a drawer.

You getStrategy report
What this includes
  • Vision and strategic principles

    The handful of beliefs that should guide every downstream decision.

  • Competitive position analysis

    Where you actually win and where you're just adequate.

  • Target customer and value proposition

    Who you're for and what you do for them. Specific.

  • Strategic priorities with measurable goals

    Three to five priorities, each with a number against it.

  • KPI dashboard design

    How you'll know if the strategy is working without waiting twelve months.

  • Six or more chart visualizations

    Charts that survive a board deck and a year of decisions.

Sample Strategy & Vision deliverable

Strategy report

~40 pages · 6+ charts · written, not slides

Roadmap & Prioritization

A sequenced 6, 12, and 18-month plan with the trade-offs visible. You see what to build, what to defer, and why.

You getRoadmap report
What this includes
  • Initiative backlog scored on effort and impact

    Every idea on the table gets a fair scoring, including the quiet ones.

  • Prioritization matrix with named trade-offs

    What we're saying yes to, what we're saying not-yet, and why.

  • Three-horizon timeline view

    Six months, twelve months, eighteen months. So you can plan budget against it.

  • Dependency and risk map

    What needs to happen first, and what could derail any of it.

  • Resource and budget plan

    How much it costs and who actually does the work.

  • Named quick wins for the first 90 days

    Real momentum in the first quarter so the program doesn't stall.

Sample Roadmap & Prioritization deliverable

Roadmap report

Effort × impact 2×2 · Horizon timeline · Dependency map

Business Case

ROI math, total cost, and risk register in plain language. Board-ready, written to win budget approval, including grants where they apply.

You getBusiness case report
What this includes
  • Cost model with documented assumptions

    Every dollar traceable to an assumption your CFO can sanity-check.

  • Three-scenario revenue or savings model

    Conservative, expected, optimistic. Honest about the range.

  • Sensitivity analysis on key drivers

    Which inputs matter most and which are noise.

  • Cumulative ROI projection over 36 months

    When you actually break even and what the steady-state looks like.

  • Risk register with mitigations

    Named, ranked, with mitigation plans. Nothing hidden.

  • Atlantic Canada funding-source recommendations

    Which grants and tax credits realistically apply to your project.

Sample Business Case deliverable

Business case report

Scenario bars · Sensitivity tornado · Cumulative ROI

Architecture & Vendor Selection

An honest build-vs-buy analysis and vendor short-list, picked for fit. We don't take vendor commissions, so the recommendation is yours.

You getVendor selection package
What this includes
  • Build-vs-buy analysis

    Honest answer about when buying off-the-shelf wins and when building in-house is worth it.

  • Vendor long-list and short-list

    We surface vendors you've never heard of when they fit better than the obvious one.

  • Scored evaluation: functional, commercial, risk

    All three together. A great fit at the wrong price isn't a great fit.

  • Reference architecture diagram

    How the pieces will actually connect. Engineers can build from this.

  • Contract and lock-in risk register

    What happens in year three if you want to switch.

  • Negotiation positioning notes

    What to ask for, where vendors usually flex, what to walk away from.

Sample Deliverable

Vendor selection package

Scored comparison · Risk register · Reference architecture

Large IT projects deliver 56% less value than predicted.

They also run 45% over budget. Disciplined business cases, with named risks, sensitivity analysis, and explicit ROI, are one of four predictors of top-quartile transformation outcomes.

McKinsey-Oxford 5,400-project study

03 · Ship and prove it.

Deliver

Most transformations die at adoption, not at launch. We don't disappear at go-live. We stay until the value shows up and confirm it did.

73%

Adoption and usage of a delivered solution generates 73% of the expected project value.

Prosci, ROI of Change Management, 2024

Design & MVP Build

We orchestrate the build with hand-picked partners. You stay close to the work without managing three vendors yourself.

You getWorking MVP + project plan
What this includes
  • Functional and technical specification

    Detailed enough that any partner can build to it without surprises.

  • Partner selection and contracting

    We've worked with the build partners we recommend. We know who actually delivers.

  • Sprint plan with milestone gates

    Real checkpoints where we agree what's done before paying for the next sprint.

  • Weekly build review and risk tracking

    Issues surfaced when they're cheap to fix, not at launch.

  • QA and acceptance testing

    Tested by the people who'll actually use it, alongside the developers.

  • Launch readiness checklist

    Nothing forgotten. Including the boring things that take down launches.

Sample Deliverable

Working MVP + project plan

Sprint plan · Partner orchestration · QA gates

Change & Enablement

Adoption is where most transformations die. We design rollout, training, and feedback loops so the new way actually gets used.

You getAdoption plan + training
What this includes
  • Stakeholder map and resistance plan

    Who needs to be on board, who's on the fence, and how we'll address the skeptics.

  • Phased rollout schedule

    Pilots first, then expansion, so problems get caught before they're at full scale.

  • Role-based training curriculum

    Different roles need different training. Generic LMS content doesn't cut it.

  • Internal communications kit

    Pre-written announcements, FAQs, and updates. Saves your team weeks of drafting.

  • Feedback collection mechanism

    How we hear what's not working in week two so we can fix it by week four.

  • Adoption KPIs and dashboards

    Adoption numbers your CEO actually trusts, with drill-downs by team.

Sample Deliverable

Adoption plan + training

Rollout plan · Training curriculum · Feedback loops

Value Realization

90, 180, and 365-day check-ins to confirm the value showed up, and to course-correct if it didn't.

You getValue tracking dashboard
What this includes
  • Baseline vs. target KPI dashboards

    Where you started, where you're going, and where you actually are right now.

  • Variance analysis at 90, 180, 365 days

    Three checkpoints to course-correct before the year is gone.

  • Quarterly course-correction reviews

    If something isn't working, we change it. Not at the end of the year.

  • ROI realization report

    Whether the investment paid off, with the numbers laid out so the next budget conversation is easy.

  • Lessons-learned synthesis

    What worked, what didn't, what we'd do differently. Banked for the next initiative.

  • Next-cycle prioritization input

    What to tackle next, informed by what you actually learned this cycle.

Sample Deliverable

Value tracking dashboard

KPI tracking · Variance analysis · Quarterly reviews

More than 80% of organizations report no tangible EBIT impact from generative AI.

The gap isn't adoption, it's value capture. Stage 9 is the difference between "we deployed it" and "it paid off."

McKinsey, State of AI 2025

Track record

Where our experience comes from.

Aurenia brings to Atlantic Canada the kind of operating, transformation, and analytics experience usually reserved for national engagements. Built across brewing, manufacturing, healthcare, retail, and financial services.

  • AB InBev
  • Olands Brewery
  • Amsterdam Brewhouse
  • PepsiCo
  • Gildan
  • Atlantic Packaging
  • Toromont CAT
  • Kenworth Trucks
  • GE Medical
  • CIBC Wood Gundy
  • Manulife Financial
  • TD Waterhouse

How we work together

Pick the engagement that fits.

Stage Engagement

A single stage with a defined deliverable. Best for a specific question or report.

Days to a few weeks

Multi-Stage Program

A sequenced run through several stages, scoped one at a time. Typical paths are Diagnose to Decide, or Decide to Deliver.

A few weeks per stage

Advisory Retainer

Ongoing strategic support after a transformation has shipped. Monthly hours, quarterly reviews.

Monthly, quarter-to-quarter

Built for this region

The market is moving. Atlantic Canada more than most.

+43.5%

Halifax tech workforce growth in three years. Ranked #2 emerging tech market in North America.

Digital Nova Scotia, 2024

Canadian businesses using AI doubled in one year, from 6.1% to 12.2%.

Statistics Canada, 2025

58%

of small Canadian firms cite skill shortages as a top barrier. Most don't have an internal team to lead transformation.

CFIB, 2025

Common questions

Questions we hear a lot.

Do we have to do all nine stages?
No. Most engagements start with the Diagnostic Mirror or a single stage that's the most pressing need. The pipeline is a methodology, not a fixed bundle. We tell you which stages are worth your time and which aren't.
How long does a typical engagement take?
Every engagement is different. Some are wrapped up in a few days, some run a few weeks, some stretch out to several months. A focused workshop or assessment can be a single day. A Diagnostic Mirror is usually two to three weeks of part-time effort. A full Strategy & Vision can run a month, sometimes two if there's a lot of stakeholder alignment to do. End-to-end transformations are scoped in stages, so we only commit to the next one at a time. Digital transformation can be quick when you want it to be. We shape the work to your timeline, not the other way around.
What size of organization do you work with?
We work best with organizations between 10 and 500 people. Most know they need to modernize but don't have a large internal IT or strategy team. That includes nonprofits, healthcare organizations, professional services firms, manufacturing and logistics operations, and growing businesses.
Do you work with organizations outside Halifax?
Yes. We serve clients across Atlantic Canada, including Moncton, Charlottetown, Fredericton, Saint John, and St. John's. Most engagements combine on-site sessions with remote collaboration, so geography is rarely a barrier.
Are these reports really written, or are they slide decks?
Written. Every stage produces a substantive report (typically PDF or HTML) with charts, citations, and a structured argument. Slide decks compress; written reports persuade. Our deliverables are designed to be read by the people who weren't in the room.
Do you take vendor commissions on tools you recommend?
No. We don't take referral fees, kickbacks, or commissions from any vendor. The recommendation in your Architecture & Vendor Selection report is yours. It's picked for fit, not for our economics.
How do we know if our organization is ready to start?
Take the free 5-minute pulse check at portal.aureniagroup.com/pulse. Fifteen questions across six axes give you a tier, a percentile against comparable organizations, and the three blind spots holding you back. If you'd rather talk it through, book a 30-minute discovery call. We'll tell you honestly whether you're ready and where we'd start if you are.

Not sure where to start?

Book a free 30-minute discovery call. We'll talk through where you are, where you want to be, and where we'd start. No pitch, no pressure, just a useful conversation.

Take the Pulse Check