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Strategic consulting: from strategy to execution

Bold Conseils supports Quebec SMBs, freelancers and non-profits with a simple approach: diagnose your challenges, prioritize high-impact actions, execute the changes and measure the results. Our six areas of expertise — from AI activation to financial management — follow this same approach, and are often combined with our technology services (Odoo, Microsoft, generative AI).

Our six strategic consulting services

AI Activation

We train your business teams, deploy a development task force and put supervised AI agents into production, with Bill 25 compliance in mind.

  • Role-based training workshops
  • AI development task force
  • AI agents with human oversight
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Fractional CIO / CTO

Shared-time IT leadership to align your technology with your business goals, without the cost of a full-time position.

  • IT-business strategic alignment
  • Organizational design and culture
  • Operating model and governance
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Business Applications

Mapping, selection and integration of the right tools (ERP, CRM) to replace Excel and connect sales, finance and operations.

  • Application mapping
  • Selection of suitable solutions
  • Integration plan and data governance
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FinOps & Cost Management

Take back control of your cloud bills and generative AI costs (tokens), with budgets and alerts.

  • Cloud cost visibility and tagging
  • AI token usage tracking
  • Budgets, alerts and governance
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Tech Bootcamp

A fixed-duration, fixed-price program to set up your technology foundation: security, core tools, compliance.

  • Microsoft 365 / Google Workspace
  • Baseline security (MFA, backups)
  • Accounting tool and lightweight CRM
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Financial Management

Bookkeeping, period closings, budgets and dashboards for decisions based on reliable numbers — including fund accounting for non-profits.

  • Bookkeeping and oversight
  • Budgets, forecasts and dashboards
  • Synergy with Odoo Accounting / Microsoft
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Our approach

1. Diagnosis

We analyze your processes, tools and business goals.

2. Roadmap

We prioritize actions based on their impact and your budget.

3. Implementation

We execute: configuration, integration, training for your teams.

4. Ongoing support

We measure results and adjust with you over time.

Indicative pricing

Three ways to work together, depending on your needs.

Diagnostic Package

A clear starting point, at a fixed cost.

  • Analysis of your processes and tools
  • Prioritized recommendations
  • Budget estimate for next steps
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Hour Bank

Flexibility for one-off and ongoing needs.

  • Access to our team as needed
  • No long-term commitment minimum
  • Ideal for ongoing support
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Results-Based Mandate

A clear objective, a defined deliverable, an overall budget.

  • Scope and deliverables defined together
  • Overall budget agreed in advance
  • Ideal for implementation projects
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Frequently asked questions

With a diagnostic. That's precisely its purpose: an outside look at your processes and tools to identify the most impactful actions, with no long-term commitment.

No. Many of our clients arrive with Excel, scattered tools or no system at all. Our strategic consulting services are platform-independent; our technology services then cover implementation, if relevant.

Yes, it's actually common. For example, an IT strategic alignment engagement often leads to a business applications implementation and an AI activation component.

All three. See our SMB, freelancer and non-profit pages for approaches and pricing tailored to each reality.

The diagnostic package is a one-time, fixed-cost engagement to assess a situation. The hour bank is an ongoing, flexible format, useful for support or occasional needs spread over time.

A diagnostic typically takes 1 to 2 weeks. Implementation engagements range from a few weeks to a few months depending on scope. Every proposal includes a clear timeline.

Yes, in the form of an hour bank or a monthly support package, depending on your needs.

Let's talk about your challenges

Book a free discovery call to see how our strategic consulting services can help you.

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