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I’m Bruce Watkins, a strategic and operational executive with over 15 years of leadership experience across the U.S. and Canada. I specialize in transforming business operations, scaling teams, and driving sustainable growth in highly competitive markets. With a proven track record in P&L management, process optimization, and culture change, I help companies reach new levels of performance and profitability. Highlights of what I do best: Operational Excellence: I’ve led high-performing teams of over 1,000 employees, managed $60M+ budgets, and consistently delivered results through lean process improvements, Six Sigma methodology, and data-driven decision-making. Executive Leadership: As Division Vice President and Director of Operations at WIS International, I directed cross-functional teams across North America, enhancing performance, improving compliance, and driving client retention. Strategic Planning: I’m passionate about building scalable systems and leading change through clear strategy, hands-on execution, and collaboration with key stakeholders. Entrepreneurial Vision: I’m also the founder of TSN REI LLC, a real estate investment firm where I apply my strategic insight and financial acumen to grow long-term value. People & Culture: I build strong, engaged teams through mentorship, transparency, and clear communication, fostering cultures where people thrive and businesses excel. I hold a Bachelor of Science in Honors Science from Carleton University, and I’m Six Sigma certified. I’m fully authorized to work in both the U.S. and Canada and am always looking to bring energy and expertise to the next great opportunity. Let’s connect—I’m always open to discussing meaningful work, innovative partnerships, and strategic leadership opportunities.

Most PMOs produce reports. I build the systems that produce decisions. After 12 years running project controls on programs from $60M to $400M (EPC, construction, SaaS, ERP), I've seen the same pattern: PMOs that track everything but influence nothing. Executives get slide decks. Nothing gets decided. I come in, find the real gaps, and build governance frameworks, executive dashboards, and AI-powered PMO systems that leadership actually opens on Monday morning. What I build: → PMO governance from scratch: RAID logs, intake processes, change control workflows, RACI charts, and templates teams actually use (not bypass) → Executive dashboards (Power BI + Smartsheet) with live CPI/SPI, S-Curves, risk heatmaps, and one-page flight plans → AI-powered PMO operating systems: automated status synthesis, risk flagging, and reporting via Make + Claude API → Integrated master schedules in Primavera P6 and MS Project: from 25-project construction portfolios to 5,000-task EPC programs → EVM reporting (CPI, SPI, variance analysis) that finance and executives can read without a translator At Algonquin College, I built the PMO governance framework for a $75M ERP transformation across 7+ workstreams, eliminated 10+ hours per week of manual reporting, chaired the Change Control Committee, and integrated MS Project, SharePoint, JIRA, and Excel into a single reporting system. Over the past year I've extended this work into small businesses and SaaS development companies, teams that need the same discipline but with a lean approach. For these clients I typically deploy Smartsheet or Asana as the operating backbone, scaled to fit the team size and budget without the enterprise overhead. ------------------------------------------------- How I work: I don't need 3 weeks of onboarding calls before I start. I diagnose fast, build faster, and hand off with documentation your team can actually use. Week 1 - Diagnostic: I find the real problems, not just the obvious ones. Week 2–3: Build: governance frameworks, dashboards, automation, schedules. Delivery: A working system, full handoff documentation, and a 30-minute walkthrough call. Everything is deliverable-driven and async-friendly. If you want structured weekly check-ins, I build those in. If you prefer async-only, that works too. I respond within 12–24 hours and communicate in plain language, no consultant-speak. Not sure if this is the right engagement? Start with the Free PMO Health Check [link in profile] before you commit to anything. ------------------------------------------------- What clients say: "Grateful for Amir's expertise in all things PMO, governance and the hands on ability to demonstrate how to execute. The most difficult challenge at Algonquin was controlling the hybrid approach which included getting change management buy-in for the various ceremonies, multiple control tools (vendor/3rd party included) such as MS Project/Project Server, SharePoint, Jira, Service Now, SmartSheets and Azure DevOps. Amir is tremendously skilled in monitoring the governance impacts in near real time and making the necessary adjustments for delivery. I always think of Amir for his early consultation when I need to approach a new engagement. Thanks Amir!" Sam Wong - Algonquin College ------------------------------------------------------ "Amir has been working with our organization "PAND Settlement Service" for the past six years in various capacities, including five years as a strategic advisor and board member, where he played a key role in building the governance backbone of our organization. His strategic mindset, structured approach, and ability to translate complex project data into clear executive direction have significantly strengthened our operational efficiency and long-term planning. In addition to his leadership contributions, Amir has delivered high-impact PMP, Excel, and Project Management workshops for our community and designed a comprehensive Educational Email Course for our employment program, all of which received remarkable feedback. Most recently, as a member of our Board of Directors, he continues to advise at the executive level, providing valuable insight on organizational roadmap development and strategic growth." Kaveh Shakouri - Board Member at PAND Settlement Services -------------------------------------------------------- PMO implementation | PMO governance | executive dashboard | Power BI | Smartsheet | project controls | Primavera P6 | MS Project | earned value management | EVM | integrated master schedule | critical path analysis | RAID log | change control | AI automation | Make | PMO health check | portfolio management | EPC project management | construction scheduling | ERP implementation | project management consultant | PMP | governance framework | risk management | business analysis | process mapping | PMO setup | project portfolio management

Big Four consultant, Morgan Stanley, MBA, CFA Level 1. Working with Fortune 500 clients and startups across diverse sectors. I'm the person who turns the research into a decision. ✅ Who am I? - MBA Graduate from IIM Lucknow (FT-100) and Neoma BS, France, with an Engineering background - Successfully cleared the CFA Level 1 exam on the first attempt. - Experienced management consultant and successfully served clients across sectors. ✅ What can I do? ................................................................................. Management Consulting and Research Expert specializing in: -TAM, SAM, SOM - SWOT analysis - Competitor/Competitive assessment - Need-gap analysis - Go-to-Market strategy (GTM) - Entry modes - Revenue enhancement strategies - Business planning and strategy development - Feasibility analysis for new initiatives and projects - Due Diligence - Investment Analysis - Mergers & Acquisitions (M&A) - Risk Assessment - Financial Planning ✅ Utilizes: ........................................................................... -Market-line, Euromonitor, Statista, Gartner, SAGE, EMIS, Think Cell, and other industry-leading tools for insights and analysis -Data-driven decision-making approach for impactful presentations ✅ Services offered: Strategy and Planning: ............................................. Strategy, Strategic plan, Business plan, Growth strategy, Go-to-market, Business plans and long-term roadmaps, Strategy consultant, Business growth strategy, Market strategy, Operational plan, End-to-end business plan, Multi-stakeholder strategic plan, Market expansion consulting advisor, International expansion, Experience with APAC, US and Middle East Market Entry, Global strategy, Mission-driven consulting Market and Competitive Intelligence: ............................................ Market research, Market analysis and insights, Market sizing, Market scanning, Quantifying market opportunities, Customer insights, Customer preferences, Industry trends, Competitor strategies, Competitive advantage, Product differentiation, Competitor benchmark, Competitive analysis reports, Research, Need-gap analysis. Financial Modeling and Investment: .............................................. Financial modeling, Financial forecast model, Financial projections, Financial analysis, Forecasting, Projections, ROI, FCF projection, Valuation, Valuation analysis, Business valuation, Bracket DCF, Due diligence, Due diligence material for seed financing, fundraising strategy consultant, Cap table, Investment strategy, Investment analyst, Investment fund, Financial services, Financial appendix data, Executive summaries, Presentations, Investor ready business plan Delivery and Advisory: .......................................... Project management, Project rollout plans, Operational roadmap, Implementation, Organizational design, Business operations, Streamline operations, Process improvement, Process maps, SOPs, Delivering SOPs, Business delivery consultant. Tech and Domain Expertise: ......................................... AI and tech-driven strategy, AI strategy consultant, AI savvy consultant, FinTech strategy consultant, FinTech, AI platform, Mobile apps, SAS products, AI startup marketing plan, Construction business consultant, Real estate Sectors Include: .............................................. Engagements in sectors such as Edtech, Fintech, Agtech, Fitness, Agriculture, Automotive, Real Estate, Artificial Intelligence, Metals and Mining, Aerospace, Healthcare, IT, Renewable Energy, E-commerce, Consumer Electronics, Hospitality, Entertainment, Fashion and Apparel, Food and Beverage, Logistics and Supply Chain, Telecommunications, Biotechnology, Pharmaceutical, Gaming, Financial Services, Education, Environmental Sustainability, and Manufacturing. My adaptability and expertise also extend to Cybersecurity, Cloud Computing, Digital Marketing, Smart Cities, Internet of Things (IoT), SaaS, Blockchain, Cryptocurrency, ESG Initiatives, Circular Economy, Smart Manufacturing, Autonomous Vehicles, Insurtech, Proptech, Regtech, Supply Chain Resilience, Precision Agriculture, Personalized Medicine, Telehealth, Remote Work Solutions, Digital Transformation, Smart Homes, Urban Development, Green Buildings, Real Estate Investment, Sustainable Construction, and Infrastructure Development. I have a proven track record in multiple countries worldwide, offering a data-driven approach and customized strategies that cater to the unique needs of diverse industries. - Offering Consultation and Initial Calls. Get in Touch Today Thank you!

Delivered +$100,000 P&L improvement project at the Bank of Montreal. 📈 Over 10 years of experience in bank operations, technology, process improvement and government. Specialized in Salesforce Sale Cloud which bring you sales processes and systems that make selling predictable and reliable. Message me to schedule a free 20-min Discovery Call today! WHY HIRE ME My Salesforce expertise -designed and implemented Salesforce process improvements for an educational nonprofit organization (JerseySTEM) -optimizing lead management processes and integrations for a consulting firm. -completed the Talent Stacker (Salesforce administration fundamentals) -completed the Cloud Code Academy (Salesforce development). MY 5 STEP PROJECT PROCESS Here's how I complete Salesforce projects for clients in 5 steps. 1️⃣ Discover your needs Fill out an online form, which I will provide, to share details about your business needs, current challenges and how you're using Salesforce. 2️⃣ Design architecture After reviewing your response to Step 1, I will design the architecture of the new solution. My approach is to focus on configuration (rather than custom code) whenever possible to enable easy maintenance. 3️⃣ Testing and feedback. In step 3, I will provide the new functionality in a test environment where you can test the new features safely without any damage to your business data or processes. Your feedback in this step will be addressed with additional improvements and changes as needed. 4️⃣ Change management and training I encourage clients to include a change management step - including training sessions - in all of their projects. Often, new ways of working are required to get the most out of Salesforce which ultimately means you can achieve your business goals faster. 5️⃣ Project Sign-off In the final step of the project, we will close the project with a Zoom call. We'll discuss how the project is performing and discuss potential options for additional projects. As a professional courtesy, my projects include a 30 day support warranty that starts on the day of final project project payment. SERVICES OFFERED Salesforce Reports and Dashbarods -Optimize existing reports and dashboards -Create new reports and dashboards Salesforce Flows (Salesforce Automation) -Optimize and fix broken or malfunctioning flows -Create new Salesforce flows Salesforce Data Cleanup & Enhancement -Review data client that impact sales and provide recommendations -Design processes to improve Salesforce data quality Salesforce Lead Management Optimization -Optimize lead quality -Improve lead handling and lead engagement strategies -Improve sales and marketing alignment Salesforce Administration -Data loading -User administration CONTACT ME TO DISCUSS YOUR PROJECT As a next step, let's meet for a free 20 minute discovery call so that we can discuss your business goals and project ideas. Then I can offer you a more detailed proposal suited to your objectives. SALESFORCE CERTIFICATIONS Salesforce Certified Sales Cloud Consultant Salesforce Certified Platform Administrator Salesforce Certified Platform App Builder Salesforce Certified Platform Developer Salesforce Certified Agentforce Specialist Salesforce Certified Business Analyst Salesforce Certified Platform Foundations

Expert Management Consultant and Technology Strategist with more than 20+ years of experience working with Enterprise companies, Public Sector organizations, finance, education and more. Need help with Strategy, Technology decisions, Agile transformations or writing? You've come to the right place. I ran my own business for more than 20 years as CEO and CoFounder of a digital agency, with 50 staff, 3 locations and had a successful exit. My past clients include Fortune 100 companies, Sony, Disney, Fox, and brands you'll know; Grammys, Los Angeles Chamber of Commerce and more. I've also worked with lots of young and growing companies, startups and non-profits. Accomplishments include: - Discovery and Product Management on the revitalization of Fox Sports digital content delivery, which led to our new innovate platform built on AWS running the SuperBowl, Masters, World Cup and all sports and TV programming. - Building a 5 year digital strategy for the Grammys and Latin Grammys, and leading the team for a year to successful run the 63 Grammy Awards. - Building a technology decision document for the Los Angeles Chamber of Commerce to fully replace their CRM with a new cloud based tool. - Helping startups build Project Management Offices - Implementing Agile principles across several startups. - Dealing with vendor management at multiple large organizations, bringing in metrics to evaluate vendor performance and either improving performance or working with the organization to vet and replace with a new vendor. MY SERVICES: → Business Consulting & Technology Strategy ← Business Consultant • Business Coaching • Executive Coaching • Leadership Coach • Management Coach • Technology Audit and Review • Technology Decision Documents • Digital Strategy • 3 or 5 year Strategic Plans • Technology Discovery • Management Consultant • Change Management • Agile Coach • Agile Audit • Agile Change Management → Business Analyst, Business Services ← Startup Consultant • Startup Strategy and Planning • Business Plans • Pitch Decks • Business Analyst • Competitor Analysis • Feasibility Study • Executive Development • Management Coach • Business Development Analyst • Business Plan Writer • Executive Coach • Leadership Coaching • Business Coach • Career Consultant • Product Concept Development • Market Research • Market Analysis • Executive Coach → Blog and Article Writing, SEO Strategy ← SEO Audit • SEO Strategy • Marketing Strategy • Digital Marketing • Content Strategy • Content Development • Customer Journey Mapping • Market Analyst • SEO Consultant • Web Optimization

I am a professional Five9 and Call Center Management consultant from Canada with over 20 plus years of experience in the IT industry. During this tenure I have held various positions and developed and honed a wide variety of skills. I am Five9 certified and have good knowledge of the call center Industry, PCI compliance, TCPA regulations, reports and process flow charts and diagrams. • Project and team management • Business Analysis • Contact Center technologies and management • IVR technologies • Report and Data Analysis • Various dialer technologies particularly Five9, SER/EIS, Stratasoft, Ameyo, Connect First • Languages and Applications: VFP, PHP, MySQL, MSSQL, VBA, XML, HTML, JavaScript, ASP, Visio, Lucidchart, Microsoft programs, Excel automation, Google docs/sheets etc. • Project Management Software - Matchware Mindview / Mind Maps and Gantt charts • Software Application Management/development (SDLC) using cloud computing and technologies [SaaS] My goal is to offer varied consultant services with utmost dedication and honesty as I have done in the past with proven track record of exceptional customer satisfaction. I have been able to accomplish all my job assignments with quality service, due to my diverse educational background, unique combination of skills, business sensibilities and experience coupled with dedication, focus and attention to detail. Thank you for taking the time to check my profile and I hope I can be of service to your organization.