Fleet Electrification - Project Photo

Fleet Electrification

Municipal Government

Operations Modelling | GHG Emissions Modelling | Capital Investment Planning

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Retail Strategy Reset Image | Cascadia Partners

Retail Strategy Reset

National Grocery Retailer

Strategy Development | Data Analytics | Market Research

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Data Strategy Roadmap - Project Photo

Data Strategy Roadmap

Municipal Engineering Department

Requirements Gathering | Facilitation & Consultation | Operations Analysis

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Operating Model Evaluation - Project Photo

Operating Model Evaluation

Provincial Parks

Financial Analysis | Market Research | Decision Frameworks

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Financial Strategy - Project Photo

Financial Strategy

Canadian Airport

Financial Analysis | Stakeholder Engagement | Decision Frameworks

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Critical Infrastructure Planning - Project Photo

Critical Infrastructure Planning

Municipal Government

Prioritization Frameworks | KPI Dashboard | Process Design

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Analytics & Modelling - Project Photo

Analytics & Modelling

Canadian Medical Laboratory

Market Research | KPI Dashboard | Data Modelling

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Technology Strategy Image | Cascadia Partners

Technology Strategy

Industry Association

Workshop Facilitation | Operations Planning | Technology Strategy Development

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Autonomous Vehicle Scenario Planning - Project Photo

Autonomous Vehicle Scenario Planning

Municipal Government

Policy Options Analysis | Scenario Planning | Policy Implementation Planning

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Commercialization Strategy - Project Photo

Commercialization Strategy

Biotech Company

Operations Modelling | Financial Modelling | Decision Support

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Nature-Based Climate Solutions Roadmap - Project Photo

Nature-Based Climate Solutions Roadmap

Municipal Government

Economic Impact Analysis | Policy Options Analysis | Recommendations Development

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Opportunities Analysis - Project Photo

Opportunities Analysis

Seafood Industry Association

Benchmarking | Economic Impact Analysis | Product Diversification

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Organization Review Image | Cascadia Partners

Healthcare Organization Review

Health Authority

Organizational Design | Change Management | Healthcare

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Strategy Reset - Project Photo

Strategy Reset

Canadian Brewery

Financial Analysis | Stakeholder Engagement | Acquisition Target Evaluation

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Program Development and Delivery - Project Photo

Program Development & Delivery

Provincial Social Services Organization

Strategy Development | Operations Planning | Process Design

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Operational Strategy Development - Project Photo

Operational Strategy Development

Credit Counsellor

Benchmarking | Service Planning | Prioritization Frameworks

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Value Added Fruit Processing Opportunities | Cascadia Partners

Value Added Fruit Processing Opportunities

Provincial Ministry

Policy Options Analysis | Financial Modelling | Market Research

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Data Strategy - Project Photo

Data Strategy

Investment Management Firm

Master Data Management | Data Standards | Data Governance

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Operational Start-Up and Scaling - Project Photo

Operational Start-Up & Scaling

Real Estate Management Firm

Organizational Design | Process Design | Core Systems Implementation

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Strategic Planning for Utilities - Project Photo

Strategic Planning for Utilities

Municipal District Energy Utility

Operations Analysis | Prioritization Frameworks | Resourcing Assessment

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Viability Study - Project Photo

Viability Study

Major Canadian Port

Operations Modelling | GHG Emissions Modelling | Financial Analysis

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Change Management - Project Photo

Change Management

National Grocery Retailer

Facilitation & Consultation | Organizational Design | Process Design

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Strategic Planning - Project Photo

Strategic Planning

Publishing Company

Facilitation & Consultation | Operations Analysis | Prioritization Frameworks

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Analytics and Simulation Modelling - Project Photo

Analytics & Simulation Modelling

Provincial Emergency Health Services Provider

Healthcare | Data Analytics | Operations Modelling

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Fleet Electrification - Project Photo

Fleet Electrification

Municipal Government

Operations Modelling | GHG Emissions Modelling | Capital Investment Planning

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Process Improvement Image | Cascadia Partners

Process Improvement

Canadian Municipality

Process Design | Change Management | Data Governance

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Fleet Management Software & ERP Integration - Project Photo

Fleet Management Software & ERP Integration

International Shipping Line

Core Systems Implementation | Custom Integrations | Change Management

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Healthcare College Amalgamation | Cascadia Partners

Healthcare College Amalgamation

Canadian Healthcare Regulator

Change Management | Core Systems Implementation | Healthcare

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Operating Model Evaluation - Project Photo

Operating Model Evaluation

Provincial Parks

Financial Analysis | Market Research | Decision Frameworks

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Financial Strategy - Project Photo

Financial Strategy

Canadian Airport

Financial Analysis | Stakeholder Engagement | Decision Frameworks

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Critical Infrastructure Planning - Project Photo

Critical Infrastructure Planning

Municipal Government

Prioritization Frameworks | KPI Dashboard | Process Design

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Analytics & Modelling - Project Photo

Analytics & Modelling

Canadian Medical Laboratory

Market Research | KPI Dashboard | Data Modelling

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Commercialization Strategy - Project Photo

Commercialization Strategy

Biotech Company

Operations Modelling | Financial Modelling | Decision Support

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Supply Chain Digitization and Optimization - Project Photo

Supply Chain Digitization & Optimization

Transportation & Logistics Sector

Supply Chain Optimization | Data Analytics | Master Data Management

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Organization Review Image | Cascadia Partners

Healthcare Organization Review

Health Authority

Organizational Design | Change Management | Healthcare

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Digital System Implementation - Project Photo

Digital System Implementation

Construction Industry

Requirements Gathering | Vendor Selection | Core Systems Implementation

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Short-Term Rental Policy Analysis - Project Photo

Short-Term Rental Policy Analysis

Municipal Government

Facilitation & Consultation | Policy Options Analysis | Policy Implementation Planning

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Program Development and Delivery - Project Photo

Program Development & Delivery

Provincial Social Services Organization

Strategy Development | Operations Planning | Process Design

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Operational Strategy Development - Project Photo

Operational Strategy Development

Credit Counsellor

Benchmarking | Service Planning | Prioritization Frameworks

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Dynamics 365 CRM Implementation - Project Photo

Dynamics 365 CRM Implementation

Canadian Airport

Core Systems Implementation | Workshop Facilitation | Requirements Gathering

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Data Strategy - Project Photo

Data Strategy

Investment Management Firm

Master Data Management | Data Standards | Data Governance

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Operational Start-Up and Scaling - Project Photo

Operational Start-Up & Scaling

Real Estate Management Firm

Organizational Design | Process Design | Core Systems Implementation

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Strategic Planning for Utilities - Project Photo

Strategic Planning for Utilities

Municipal District Energy Utility

Operations Analysis | Prioritization Frameworks | Resourcing Assessment

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Financial Modelling - Project Photo

Financial Modelling

Investment Management Firm

Financial Modelling | Process Design | Complex Financial Transactions

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Viability Study - Project Photo

Viability Study

Major Canadian Port

Operations Modelling | GHG Emissions Modelling | Financial Analysis

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Change Management - Project Photo

Change Management

National Grocery Retailer

Facilitation & Consultation | Organizational Design | Process Design

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System Replacement - Project Photo

System Replacement

Canadian Regulator

Requirements Gathering | Vendor Selection | Core Systems Implementation

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Fleet Management Software & ERP Integration - Project Photo

Fleet Management Software & ERP Integration

International Shipping Line

Core Systems Implementation | Custom Integrations | Change Management

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Healthcare College Amalgamation | Cascadia Partners

Healthcare College Amalgamation

Canadian Healthcare Regulator

Change Management | Core Systems Implementation | Healthcare

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Technology Strategy Image | Cascadia Partners

Technology Strategy

Industry Association

Workshop Facilitation | Operations Planning | Technology Strategy Development

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Supply Chain Digitization and Optimization - Project Photo

Supply Chain Digitization & Optimization

Transportation & Logistics Sector

Supply Chain Optimization | Data Analytics | Master Data Management

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Digital System Implementation - Project Photo

Digital System Implementation

Construction Industry

Requirements Gathering | Vendor Selection | Core Systems Implementation

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Program Development and Delivery - Project Photo

Program Development & Delivery

Provincial Social Services Organization

Strategy Development | Operations Planning | Process Design

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Dynamics 365 CRM Implementation - Project Photo

Dynamics 365 CRM Implementation

Canadian Airport

Core Systems Implementation | Workshop Facilitation | Requirements Gathering

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Operational Start-Up and Scaling - Project Photo

Operational Start-Up & Scaling

Real Estate Management Firm

Organizational Design | Process Design | Core Systems Implementation

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Document Management Transformation - Project Photo

Document Management Transformation

Provincial Government

Vendor Selection | Content Management | Data Governance

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System Replacement - Project Photo

System Replacement

Canadian Regulator

Requirements Gathering | Vendor Selection | Core Systems Implementation

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Analytics and Simulation Modelling - Project Photo

Analytics & Simulation Modelling

Provincial Emergency Health Services Provider

Healthcare | Data Analytics | Operations Modelling

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Data Analytics and Business Intelligence - Project Photo

Data Analytics & Business Intelligence

Asset Management Firm

Data Modelling | Data Analytics | KPI Dashboard

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Data Strategy Roadmap - Project Photo

Data Strategy Roadmap

Municipal Engineering Department

Requirements Gathering | Facilitation & Consultation | Operations Analysis

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Critical Infrastructure Planning - Project Photo

Critical Infrastructure Planning

Municipal Government

Prioritization Frameworks | KPI Dashboard | Process Design

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Analytics & Modelling - Project Photo

Analytics & Modelling

Canadian Medical Laboratory

Market Research | KPI Dashboard | Data Modelling

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Healthcare Analytics and Modelling Image | Cascadia Partners

Healthcare Analytics & Modelling

Specialized Provincial Health Services Program

Data Analytics | Operations Modelling | Healthcare

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Supply Chain Digitization and Optimization - Project Photo

Supply Chain Digitization & Optimization

Transportation & Logistics Sector

Supply Chain Optimization | Data Analytics | Master Data Management

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Machine Learning Platform - Project Photo

Machine Learning Platform

Mining Industry

Data Analytics | Data Science | Machine Learning / AI

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Digital System Implementation - Project Photo

Digital System Implementation

Construction Industry

Requirements Gathering | Vendor Selection | Core Systems Implementation

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Forecasting Tool - Project Photo

Forecasting Tool

Real Estate Management Firm

Data Analytics | Financial Analysis | Budgeting & Forecasting

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Quantifying and Responding to Industry Shocks - Project Photo

Quantifying & Responding to Industry Shocks

Canadian Wine Industry Association

Economic Impact Analysis | Data Modelling | Policy Options Analysis

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Data Strategy - Project Photo

Data Strategy

Investment Management Firm

Master Data Management | Data Standards | Data Governance

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Financial Modelling - Project Photo

Financial Modelling

Investment Management Firm

Financial Modelling | Process Design | Complex Financial Transactions

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Policy Levers Evaluation - Project Photo

Policy Levers Evaluation

Canadian Wine Industry

Benchmarking | Policy Design | Policy Analysis

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Municipal Parks Control Bylaw Modernization - Project Photo

Municipal Parks Control Bylaw Modernization

Municipal Government

Policy Analysis | Policy Design | Facilitation & Consultation

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Operating Model Evaluation - Project Photo

Operating Model Evaluation

Provincial Parks

Financial Analysis | Market Research | Decision Frameworks

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Autonomous Vehicle Scenario Planning - Project Photo

Autonomous Vehicle Scenario Planning

Municipal Government

Policy Options Analysis | Scenario Planning | Policy Implementation Planning

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Economic Impact Analysis - Project Photo

Economic Impact Analysis

Alcoholic Beverage Retail

Market Research | Economic Impact Analysis | Consumer Trend Analysis

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Commercialization Strategy - Project Photo

Commercialization Strategy

Biotech Company

Operations Modelling | Financial Modelling | Decision Support

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Nature-Based Climate Solutions Roadmap - Project Photo

Nature-Based Climate Solutions Roadmap

Municipal Government

Economic Impact Analysis | Policy Options Analysis | Recommendations Development

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Opportunities Analysis - Project Photo

Opportunities Analysis

Seafood Industry Association

Benchmarking | Economic Impact Analysis | Product Diversification

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Short-Term Rental Policy Analysis - Project Photo

Short-Term Rental Policy Analysis

Municipal Government

Facilitation & Consultation | Policy Options Analysis | Policy Implementation Planning

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Quantifying and Responding to Industry Shocks - Project Photo

Quantifying & Responding to Industry Shocks

Canadian Wine Industry Association

Economic Impact Analysis | Data Modelling | Policy Options Analysis

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Value Added Fruit Processing Opportunities | Cascadia Partners

Value Added Fruit Processing Opportunities

Provincial Ministry

Policy Options Analysis | Financial Modelling | Market Research

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Sector Research and Opportunity Analysis - Project Photo

Sector Research & Opportunity Analysis

Regional Economic Development Agency

Economic Impact Analysis | Workshop Facilitation | Prioritization Frameworks

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Viability Study - Project Photo

Viability Study

Major Canadian Port

Operations Modelling | GHG Emissions Modelling | Financial Analysis

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Dynamics 365 CRM Implementation

Canadian Airport

Dynamics 365 CRM Implementation - Project Photo

Project Focus Areas

Core Systems Implementation
Workshop Facilitation
Requirements Gathering
Context

A Canadian Airport lacked formal enterprise-level Customer Relationship Management (CRM) capabilities to manage interactions with their many stakeholders such as airlines, vendors, service providers, and tenants. Cascadia partnered with Purely CRM to implement Dynamics 365 (D365) CRM across the organization.

Our Approach
  • Conducted workshops with various departments to assess the current information environment and gather the team’s business objectives and requirements to guide the configuration and customization of D365 CRM.
  • Led the implementation of D365 using agile methodology, prioritizing new features and enhancements based on business needs.
  • Maintained ongoing consultation and communication with system users, consistently sharing project benefits and success stories to assist in change management and increase user adoption.
Outcome

D365 CRM is now operational and benefiting numerous departments. Teams are experiencing the core benefits of a CRM including cross-team visibility of stakeholder interactions, increased operational efficiency, organizational memory, task automation, and improved stakeholder communication.