Aria Consulting Company Presentation

1. ARIA Consulting
Clear, Practical, Solutions in Action

2. Table of Contents
Our Mission,Vision & Value we Share 01
Our Solutions 02
Power Platform 03
Our Services 04
Programme Management 05
Transformation 06
Our Dedicated Team 07
Offshore Team 08
Thank You 11

3. Our Mission,Vision &
Value we Share
Clear, Practical, Solutions in Action
Clear
Conceiving, Designing, and Deploying Information Management and
Technology architected to be the most easily consumable by your stakeholders
Practical
Buy over Build, reuse and extensibility of existing solutions, Ease of Use, and
most readily supportable for your organization
Solutions
Establishment of “Pillar” Platforms and Solutions to reduce Technical Debt,
better leverage support resources, and deliver to more of your stakeholder’s
needs
In Action
Bringing a unique combination of Transformation/Change Management
and User Adoption, Governance, Programme and Project Management,
and Solutions & Enterprise Architecture Expertise and success, Aria
Consulting is uniquely positioned to best guide you to success with our
suite of solution offerings.
Lorne Rogers
Managing Director & CEO

4. Our Solutions
We are Proud of the Solutions we offer
From startup to enterprise we provide
solutions and enhance your business
operations for more growth and productivity.
We offer comprehensive solutions for today’s
complicated needs.
4 primary Focus Areas
Our Partners
Customer Engagement

5. Our Solutions
EASE THE BURDEN OF IT AUDITING
Aria Consulting
Mitigate
weaknesses with
risk assessment
Automate the
data discovery and
classification process
Save time
with change,access and
configuration reports
Receive alerts on
threat patterns
Improve detection of
sophisticated threats
Find answers with
Google-like search
Get the information you need, when you need it,
with IT audit software from Netwrix
01 02 03
04 05 06
Get in touch

6. Our Solutions
REVEAL THE TRUE VALUE OF YOUR DATA
Aria Consulting
Get accurate data
classification results01
Streamline taxonomy
management03
Automate data-
related routines05
Categorize data in a
few clicks02
Discover specific
pieces of content04
Automatically
reduce exposure06
Get in touch

7. Our Solutions
Traditional CRM can't keep up
Accelerate your business growth with Dynamics 365-
the next generation of CRM applications.
Microsoft + Aria Consulting
Microsoft's Dynamics 365 Customer Engagement enables you to put
your customers first and deliver a seamless DIGITAL experience -
through every single part of their journey with you.
Building deep, sustainable, customer relationships has never been
more important than it is right now. In fact, It has become the top
priority for companies who understand that to complete in today’s
multi-channel, digitally connected, world, it's no longer just about
products and pricing - it's about transforming the client experience
from the first touch to the last. Few offerings in today's market can
truly support and fuel that change: Microsoft Dynamics 365
Customer Engagement is a leader that can!
Customer service, engagement, and experience are today's strategic
advantages. Dynamics 365 Customer Engagement breaks down
barriers in the customer journey and empowers you to serve your
customer how, when and where they need you.
Get in touch

8. MICROSOFT POWER PLATFORM
While COTS and high-cost / high control custom developed applications have a place in an enterprise,
bothare being eclipsed by a modern, best-of-both-worlds approach known as Application Platform as a
Service(aPaaS). aPaaS is a modern, cloud-based construct that allows organizations to:
Microsoft has developed this aPaaS concept as the Microsoft Power Platform, an end-to-end business application
platform that includes the Common Data Service, PowerApps, Power BI, and Flow technologies, and now underpins the
Dynamics 365 applications (formerly called “CRM”) that many organizations already know. Together, these
technologies fulfill the promises of aPaaS, enabling business and technology partners to: Read More
Build applications
iteratively
Scale apps on-
demand
Integrate with other
services
Provision app
software instantly

9. Our Solutions
INTRANET DESIGN SOFTWARE THAT MAKES 8,741,000 EMPLOYEES HAPPIER AND MORE
PRODUCTIVE EVERY DAY
Aria Consulting
ShortPoint Page
Builder
Powerful & Flexible Builder to create
Gorgeous SharePoint Pages with no coding!
SPFx Ready and extends your environment
with 60+ Drag-n’-Drop Design Elements &
tons of features. Control on what devices you
want to show your ShortPoint and to what
audiences. Design as many pages and sites as
you want. No limits to your opportunity to
finally get your users to LOVE SharePoint!
Generator
Create your own reusable
elements and templates
without coding.Manage
content in one location and
have all control.
Polar
Manage ShortPoint product
on multiple sites within
seconds. Apply bulk actions,
create sites based on
business template and more.
ShortPoint
Connect
Leverage your data and present it in
any design in SharePoint in moments!
Connect to hundreds of internal and
external data sources with ShortPoint
Connect feature. ShortPoint Connect
feature included in every ShortPoint
design element. Tons of connections
out of the box plus Connections
Manager to create your own and
connect to any external source you
want.
SAP Cloud
Portal
Use the power of ShortPoint
intranet design tools on SAP
cloud portal with our SAP
certified application.
Get in touch

10. Landing Pages
Campaign Automation
Email marketing
Surveys
Event management
SMS messaging
Our Solutions
Complete Marketing Solution for Microsoft dynamics 365
Aria ConsultingClickDimensions +
Get in touch

11. Our Solutions
Complete Marketing Solution for Microsoft dynamics 365
Aria ConsultingClickDimensions +
Our full feature
Email Marketing Subscription Management Nurture Marketing
Landing Pages
and Forms
Survey Web Intelligence
Event Management SMS Messaging Lead Scoring Social Marketing

12. Our Solutions
Complete Marketing Solution for Microsoft dynamics 365
Aria ConsultingClickDimensions +
Marketing as a service
We understand that technology alone can't serve the needs of modern markets. That's why we are pleased to offer a full
range of marketing services to help our customers succeed. From providing best practices guidance on your specific
marketing endeavors to executing your campaigns to training your new employees on our technology, Our
ClickDimensions-and Microsoft Dynamics-certified experts are here to ensure you get the results you need, We make it
easy to get started and to realize maximum ROI on your marketing technology investment.
Explore the types of marketing services we offer below. You choose the mix of services that makes the biggest impact for
your team and all our services are available on-demand to meet the ever-evolving needs of marketers.
Advisory
Best practices consulting - we
show you how to do more and
better with your marketing
Execution
Campaign execution - we do
the work and analyze the
result
Learning
Training - we provide customized
learning programs for your new
and existing employees

13. Our Solutions
RecordPoint offers globally standards-compliant, rules-based records and federated data
management solutions that solves the complexity of record management for Office 365, Box,
DropBox, Exchange Online, physical records, as well as other cloud and local repositories.
Layer2 leading solutions is the market-leading provider of data integration and document
synchronization solutions for the Microsoft Cloud, focusing on Office 365, SharePoint, and Azure. Over
200 regional implementation partners and more than 2.500 companies worldwide trust in Layer2
products to keep data and files in sync between 100+ systems and apps in the cloud and on-premises.

14. Our Solutions
Extranet User Manager + Aria Consulting
Bring customers, partners, and vendors together in a secure and seamless environment.
EXTRANET
Get in touch
Your Extranet (a secure, managed web portal) should be a seamless experience that allows users
inside and outside your corporate network to collaborate and share information with
streamlined simplicity. Extranet User Manager (EUM) is an easy-to-use website application that
contains a robust set of administrative and end-user features to enable collaboration with your
external stakeholders such as partners, vendors, customers or citizens for governmental
entities. With EUM, there’s no need to send documents through email or a cloud storage service
and information shared will be accurate, current, and readily available to users granted access.
Most importantly, EUM provides a SECURE experience using industry standard SAML
(Security Asset Markup Language) authentication, One way encrypted passwords stored in
Active Directory or SQL, support for Multi-Factor Authentication, full auditing of all changes
and login attempts and more!
In today’s hyper-connected world, not being able to quickly, easily, and
securely share and collaborate with all stakeholders opens the door to
competitors that WILL provide this. Don’t be left in the dust – Get EUM
through Aria Consulting today!

15. Our Solution
WHAT IF "there was a better way to organize data & information at scale"
Aria Consulting
Features & Benefits
WAND Inc Taxonomies to
fast-track DiscoverMe®
Enhanced taxonomy
management
Enhanced employee
talent profiles
Get in touch

16. Our Solution
Bring people in your organization together with DiscoverMe®
Feature Set
Get in touch
Aria Consulting+
Granular security and
visibility controls
Access to the WAND Inc
Taxonomy Library
Expertise
search
Advanced skills based
employee talent profiles
Configurable employee skill
self-assessment ratings
Skill recommendations
and endorsements
Set a baseline of skill level and
monitor employee growth over
time
Custom reports from
DiscoverMe® profile data
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03
05
07
02
04
06
08

17. Our Services
Web Development
Cloud Computing
Business Analysis Solutions Architecture
Implementation
Transformation
Integration
Change Management
Enterprise Architecture
Management Consulting
Programme Management
Project Management
CLEAR, PRACTICAL, SOLUTIONS IN ACTION

18. Our Services
Insight
Insight – this is the “Ah Ha Moment” initial step
where we talk to stakeholders, gather ideas
and issues lists, perform guided brainstorming,
and generally seek to uncover cross-cutting
recognition of where improvements can be
made and the potential Order of Magnitude
gain from making the improvements
Objectives
Working with leadership, we use the detailed analysis
from step 2 to define Objectives and Goals for the
organization, be that the entirety of the company or as
constrained as a single team or even scoped around a
particular initiative. This step produces the Outcome
State map. We do encourage that Objectives be Clear and
Practical and, therefore, achievable.
Analysis
Detailed data gathering and compilation to
support (or debunk when appropriate) the
information from the Insight Step.
Measure
We passionately believe this is one of the most
critical elements that divides success from failure, or
at best mediocrity! If a change or activity can’t be
reasonably and objectively measured to determine
impact against investment, then we feel there was a
mistake made in 1 or more of the steps from 1-5 and
needs to be revisited prior to Execution.
Plan
The Plan Step develops the Framework(s) under which
projects and activities will achieve the Outcome State
delineated in the 4th step as well as the expected
resourcing, timelines, structure, and governance model(s).
Execution
Based upon the Plans from step 5, projects and
activities are launched and managed to fulfill the
Outcome State and necessary transitions.
Strategy
In this step, we are working with leadership and key
stakeholders/SME’s to define the “what-ness” of what
we’re going to do to achieve the Objectives defined in step
3. Put another way, we declare and document what things
need to be in place to achieve the Outcome State
In working with client organizations to develop
and establish Strategies, supporting
Frameworks, and Governance Models, Aria uses
a highly “Waterfall” oriented, 7 Step Approach
where each step inherits from the preceding
step:
Through this approach, we believe
SUCCESS can be achieved.
Management
Consulting

19. Programme Management
DEFINE AND INCORPORATE BUSINESS
PRACTICES
focuses on gathering and documenting current
state aspects ranging from Business Rules that
form process scaffolds to determining
alignment with the Capital Plan for the
corporation as well as goals and KPI’s
MEASURE, COMPARE, ANALYZE, AND
CAPTURE
Measure, Compare, Analyze, and Capture – is all
about developing Planned vs. Actual and other
measurements and data capture systems to
ensure the Programme stays on track and is able
to deliver what the organization expects and
needs
SUCCESSFUL OUTPUTS
Actualization of the target
state(s) for the Programme
DEVELOP STRATEGY AND
PLAN
using the outputs from Phase 1, we
define strategies, including
communications and cost management,
to achieve the goals, plan for how the
strategies will be actualized
REPORT AND RECOMMEND
In this phase we are concentrating on
“keeping the wheels on the road” for the
Programme and communicating with
stakeholders as well as adapting to
expected and unexpected changes
01
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03
04
05
Aria uses a 5 Step Methodology in designing, developing, and executing successful Programmes:

20. Transformation
Target Operating Model (TOM)
definition or optimization
Leveraging our Enterprise Architecture
experience we concentrate on design new
and/or optimizing existing Operating Models
including Business Process Reengineering,
Authority Models, Transition Approach,
Controls and Governance
System
Adoption
Aria has a demonstrated history of
success with unconventional approaches
to getting users to WANT to utilize new
technology and processes. We would
love to discuss how we can put this
experience to work for you!
Our Transformation and Adoption services focus
around 2 primary axes:

21. Our Services
Get in touch
While Aria can adapt to various Project Management methodologies per client needs and preferences, we recommend a methodology developed by St. Andrews
University that is a “Lean” oriented approach developed to best deliver Rapid Improvement Events (RIEs) which are highly Agile and intensive ideation,
planning, and mapping sessions to deliver tightly scoped outputs. Cumulative accretion of these RIE’s results in project and delivery cycles and outputs.
Project Management
Our extensive experience selecting, designing, and implementing/building solutions at all levels of organizations from small team solutions up to ERP platforms
that span the entirety of the corporation, with organizations in more than 30 Industry Verticals, across multiple countries and cultures, and organizations
ranging from as small as 20 staff to multi-nationals with 100,000+ staff provides a very broad perspective from which we can pull to create an effective
technology design, configuration, and plan. We bring together the hardware, software, data and operating principles that make the most PRACTICAL sense for
your opportunities and constraints to be able to be put into ACTION and deliver your desired results. Talk to us today to find out more!
Solutions Architecture
Leveraging our experience in Transformation/Change Management, combined with many successes in conceiving, designing and deploying effective Solutions, we take a
“50,000 foot” view of aspects of not only the technology landscape, but also the processes that feed into and are fed by the technology, and fold in considerations of
industry norms and best practices, as well as current and predicted trends, to develop a Current State and Target State and assemble roadmaps to be able to achieve
Target State over time. Aria generally aligns with the TOGAF (The Open Group Architecture Framework) Methodology that spans People, Process, and Technology to
drive holistic views of our client’s organizations and technology landscape opportunities and risks.
Enterprise Architecture

22. Lorne Rogers
Our Dedicated Team
Managing Director & CEO
Calgary, AB., Canada
+1 (587) 481-
8575
info@ariaconsulting.net
ariaconsulting.net
Lorne Rogers, Aria Consulting’s Founder and Managing Principal brings 20+ years,
more than 60 projects across 25+ technology solutions, more than 15 industry
verticals, client organizations ranging from 20 staff to more than 100,000 and in 3
countries (Canada, US, Hong Kong), combined with notable accomplishments in
Transformation and Change Management, which has imbued him with unusual
perspective. Leveraging this perspective in addition to an innate and exceptionally
intuitive nature to “see the forest AND the trees”. According to one of the seminal
“Personality Profiling” tests (Meyers-Briggs), Lorne tests consistently as an “INTJ-I”
which is nicknamed “The Architect” for the unusual aspect of having an above median
measurement in all 4 quadrants the results are stated in, though having the 2
strongest quadrants being ‘across’ from the other versus adjacent, which is
exceptionally rare. He would love to bring the benefits of that to bear on YOUR needs
today! For a longer personal and professional history click below…..
MORE INFO

23. Lorne Rogers
Our Dedicated Team
Managing Director & CEO
Calgary, AB., Canada
+1 (587) 481-
8575
info@ariaconsulting.net
ariaconsulting.net
Lorne’s 25+ years consulting experience began with a boutique OCM (Organizational Change Management) practice, at a time when even the term
“OCM” had not entered common lexicon, focused on driving improvement for client organizations primarily through team dynamics, leadership
coaching, and gain-sharing programs which afforded him exceptional depth and breadth of learning. Following this, Lorne began his more than 20
years experience in Business Technology in an implementation consultant and SME role with an Alberta-based furniture manufacturing
organization leading their adoption of a new ERP (Enterprise Resources Planning) software solution. Upon completion of this many-faceted
engagement, Lorne continued working in the ERP software realm with a local boutique reseller/system integrator as, initially, a Project Manager,
and was promoted a few months later to Practice Manager for the Great Plains ERP consulting team as well as serving as a senior consultant for
various Lotus Notes projects.
Upon the unfortunate insolvency of this practice shortly after the “Y2K” non-event in early 2000, and being unable to find work in the IT field at the
time, Lorne made the difficult decision to take the last few clients from the now insolvent practice and founded the initial incarnation of Aria
Consulting as an ERP software platform reseller and implementation/system integrator practice partnered with new, via a merger, software
company in the US called Epicor Software; a partnership which endured until 2005 when Aria Consulting was forced into bankruptcy due to
actions taken by Epicor Software that were in contravention of the partnership contract.
Subsequently, Lorne became an independent contract resource primarily working through a variety of staffing agencies, initially working in
Project/Programme Manager roles that became more technical in nature over time, and eventually, transitioned to a Solution Architect role
working with the Calgary Board of Education where he had the distinction of being one of the first 2 people in Canada to lead an enterprise scale
production deployment of Microsoft SharePoint 2007, according to Microsoft Consulting Services. This led to Lorne joining EDS (Electronic Data
Systems) as a senior management consultant leading what was termed the Microsoft BPOS (Business Productivity and Office Solutions) consulting
efforts for Canada focused mostly on SharePoint. Lorne remained with EDS for approximately 18 months after EDS was acquired by HP when he
was laid-off. At this time, Lorne went back to independent contracting until, in 2014, he was recruited to work in Hong Kong by Cathay Pacific
Airways as their Manager, ECM to establish and lead the critical and foundational first year of an ECM (Enterprise Content Management) platform
composed of IBM FileNet integrated to a hybrid SharePoint 2013/Office 365 solution.
In the years since returning to Canada Lorne has held a number of senior contract roles in solutions/enterprise architecture and management
consulting.
In early 2019, Lorne decided to take Aria Consulting, which had been nothing more than a shell through which the contract roles were channelled,
back to being a Business Technology software and hardware reseller and professional services implementation practice by establishing
partnerships with a range of carefully hand-picked software companies to collectively provide a significant majority of the technology components
that could form the base many organizations need to power their Digital Transformation journeys.

24. Pedro Azevedo
Offshore Team
Pedro Azevedo has more than 14 years of experience, in the first 7 years he worked with Microsoft technologies (ASP .NET
WebForms, MVP, Windows Forms, Xamarin, WCF, …), after this I entered in the world of Dynamics CRM with version 3.0 and I’m
being following all the versions till today. Initiate last years as well on Power Platform (Power BI, Power Apps and Power Automate).
Already pass through all the roles inside of this platform. Last years Pedro focused on Nearshore services. Pedro’s session will be
about administration tips inside of Power Platform, since licensing till tools and best practices of this amazing platform.
Principal
Nuno Almeida
Nuno Almeida - with more than 11 years of experience on technology and more than 5 years on Dynamics 365, already
pass for multiple sectors, the main ones banking, healthcare and utilities. With experience as well on Biztalk, last years
with more influence on. Net and Angular with some big portals implementation. Developer and Architect.
Pedro Gonçalo
Pedro Gonçalo - all career in Dynamics CRM began his path 4 years ago, with multiple international customers.
Developer and with experience as well on Power Platform and Azure.

25. Paulo Lopes
Offshore Team
Paulo Lopes - all career in Dynamics CRM where have more than 5 years of experience, developer and
with functional skills. Passed for retail projects, banking and financial projects. Specialist on Project
Service Automation and Field Service
Diogo Moreira
Diogo Moreira - With more than 5 years on Dynamics CRM where began in Microsoft Support Center,
after went for an international adventure in Ireland where worked in big CRM projects, return back to
Portugal where implemented projects for utilities, wine, retail area in worldwide projects.

26. Clear, Practical, Solutions in Action