Consulting Services

IT Ecosystem Review & Digital Strategy 

KCG helps nonprofits, social enterprises, and retail organizations assess and transform their entire technology environment to ensure systems are aligned, secure, cost-effective, and capable of supporting both current and future needs.

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What We Review

• CRM & Donations platforms 

• Program and service delivery systems

• Communications & collaboration tools (email, Teams, Slack, Microsoft 365)

• Document management & file architecture

• Finance & HR systems

• Cybersecurity posture (training, MFA, policies, backups)

• Business continuity & disaster planning

• System integrations and data flows

What We Deliver

• Full system-by-system analysis

• Risk, gap, and opportunity assessment

• Data flow mapping and integration review

• Cost, redundancy, and efficiency analysis

• Recommendations for consolidation or modernization

Future-State Roadmap

• 3–5 year technology plan

• Target system architecture

• AI-ready opportunities for automation & analytics

• Governance, roles, and processes for system use

• Timeline, budget estimates, and phased implementation steps

Outcome: A modern, integrated, secure technology ecosystem that reduces manual work, improves communication, strengthens governance, and supports scalable growth.

Strategic Planning for Nonprofits, Social Enterprises and Retail

KCG specializes in strategies that are ambitious yet practical, built for organizations that want to grow, modernize, or rethink how they serve their communities or customers.

Services Include

• 3–5 year strategic planning

• Program and service strategy redesign

• Retail operations & growth strategy

• Social enterprise development (including revenue models)

• Impact measurement, KPIs, and dashboards

• Board and leadership alignment

Outcome: A realistic and compelling roadmap your board, leadership, and teams can confidently execute.

Operational Excellence & Process Improvement

With 30 years of retail leadership and 13 years of nonprofit operations experience, KCG brings a practical, hands-on approach to operational improvement.

Services Include

• Workflow mapping and process redesign

• SOP development and documentation

• Lean process improvement and waste reduction

• Nonprofit operations optimization (intake, programs, donor/volunteer processes, customer experience)

• Retail operational support (store standards, merchandising execution, inventory, shrink, labour planning)

• Technology system optimization (Microsoft 365, CRM, DMS, integrations)

Outcome: Faster, cleaner, and more consistent operations that save time, reduce risk, and increase effectiveness.

Fractional COO Servies 

Rob steps in as a fractional COO to provide senior oversight across operations, finance, HR, programs, and systems, bringing stability, strategic clarity, and strong execution.

Operations & Delivery

• Daily operational oversight

• Program performance & service delivery

• Cross-department coordination

• KPI dashboards and reporting

Finance & Organizational Health

• Budgeting & forecasting support

• Process and financial controls improvement

• Resource planning and risk management

People & Culture

• HR process improvements

• Talent management & onboarding

• Performance frameworks

• Leadership coaching and development

Technology & Systems

• CRM and database modernization

• Microsoft 365 architecture & governance

• Integrated system roadmap execution

• AI-driven process automations

Outcome: A more stable, high-functioning organization that runs smoothly and scales sustainably.

Change Leadership & Transformation Support

From new technology to major structural change, KCG supports leaders and teams through every stage of transformation.

Services Include

• Change readiness reviews

• Communications planning

• Stakeholder alignment

• Training & capability building

• Implementation roadmaps

• AI adoption & digital transformation support

Outcome: Successful change that your team understands, supports, and can sustain.