Independent advice. Practical investment decisions.
Turn automation ideas into fundable, executable productivity plans.
We help Canadian operators choose the right equipment, prove the ROI, and build the plan lenders want to see.
For Canadian businesses.
From operating constraint to investment plan
PLAN BEFORE YOU COMMIT
Good investments need more than a quote.
Unclear ROI
Vendor-led decisions
No implementation plan
Financing paperwork that stalls projects
Our services
Make the next investment
a considered one.
From the first operating question to the final lender-ready plan, we give your team a clear basis for action.
Productivity Baseline & Opportunity Scan
Find the constraints before you choose the equipment.
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Technology and Equipment Selection
Choose technology that fits the job, the team and the plant.
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Implementation Roadmap and Lender-Ready Plan
Make the investment ready for review—and ready for delivery.
Explore the serviceHow it works
A clear path from idea to action.
Assess
Establish the baseline and locate the operating constraint.
Prioritize
Compare opportunities by impact, cost and practical fit.
Plan
Build the business case and a roadmap your team can execute.
Fund and Execute
Support lender review and prepare your team to deliver the plan.
Sectors we serve
Built around the realities
of your operation.
For teams that are labour-constrained, capacity-limited or facing margin pressure.
Funding pathways
Financing your productivity investment
Productivity projects can be financed through several routes: bank equipment loans, leasing, vendor financing, government programs, and tax measures. Our plans are built to support any lender’s review.
We prepare the productivity plan and business case that supports a financing application.
Explore funding pathwaysProductivity and digitally enabled equipment
Federal programs such as BDC’s LIFT (Productivity and digitally enabled equipment) offer preferential-rate financing for eligible businesses.
- Program-specific revenue and sector eligibility criteria apply. Confirm current requirements with the lender.
- Loans of $350K to $5M.
- Up to 12-year amortization, with up to 2 years of deferred capital payments.
- An up-to-date productivity plan is required.
- Preferential rates apply when technology is sourced from Canadian suppliers or integrators.
- Financing is subject to the lender’s approval.
Specified sectors
- Manufacturing
- Transport and warehousing
- Wholesale
- Construction
- Agriculture, forestry, fishing and hunting
- Architectural, engineering and related services
- Mining, quarrying, and oil and gas extraction
Questions, answered
Before we get started.
Who is this for?
We help Canadian businesses considering automation, robotics or digitally enabled equipment. We work with owners, COOs and CFOs facing labour constraints, capacity limits or margin pressure.
Do we need to know which equipment to buy?
No. We can begin with the operating problem, establish what the equipment needs to achieve and compare options before you commit.
Can you work with a vendor quote we already have?
Yes. We can assess the proposed equipment against your objectives and examine integration needs, implementation costs and the assumptions behind the expected return.
What does lender-ready mean?
It means a clear package explaining the investment decision, recommended equipment, delivery plan, expected benefits and total costs. Each lender sets its own requirements and may ask for additional information.
Do you guarantee financing?
No. We prepare the plan and business case. The lender decides whether to approve financing and on what terms.
How long does a plan take?
Allow approximately 8–12 weeks for a complete engagement from assessment through the lender-ready plan. Individual services typically take 2–6 weeks and may overlap. These are indicative planning ranges, not guaranteed delivery dates. Timing depends on site count, project complexity, operating data availability and supplier input. We confirm the schedule when agreeing the scope. Lender review, equipment delivery and installation follow separate timelines.
What information should we prepare?
Bring a description of the operating constraint, available production and cost data, equipment quotes if you have them, and your planned investment range. We will identify any gaps together.
Are you tied to an equipment supplier?
Our approach is vendor-neutral. We evaluate options against your operating objectives, ROI and implementation requirements, with awareness of Canadian suppliers and integrators.
Let’s get practical
What is holding your operation back?
Tell us where you want to improve output, reduce manual work or make a better capital decision. We’ll discuss the right starting point.
You don’t need a finished equipment list. A clear description of the constraint is enough to start a conversation.