The Client

1. “The biggest thing was the unbiased recommendations. We were very comfortable and secure with the fact they didn’t only recommend one brand that met their needs – instead they met our needs. Dell only sells Dell and HP only sells HP… but Triella recommends based on the products and services right for the specific client’s needs and budgets.” —Michael Traina, IT Manager, Curomax SOLVING THE TECHNOLOGY CHALLENGES OF RAPID BUSINESS GROWTH The Client Curomax is Canada’s pioneer in online automotive financing and a North American leader in integrative tools, resources and consulting that provide significant value to dealers and lenders. Curomax continues to demonstrate its first-to-market reputation with offerings such as 360Funding™, CMAX Platforms, and Financial Services. The Burning Platform A clear vision, strong leadership, talented and committed people, and proven offerings have allowed Curomax to grow as a business and expand into new areas. However, with rapid business growth comes the dual challenges of meeting the demands of an expanding customer base while ensuring Curomax has the internal capacity to deliver on their promise of extraordinary service. A question was asked: Are Curomax’s existing IT systems up to the task? The Business Case It appeared that Curomax’s existing IT systems and structure were not robust enough to meet current and future demands. Any downtime or erosion of customer trust would cost the company money. There was no shortage of expert internal advice on various potential IT solutions—but Curomax’s leadership felt their best move was to get neutral external expertise to both assess their situation and recommend strategies, tactics and vendors for moving forward. Enter Triella Curomax’s IT Manager, Michael Traina, had previous experience with Triella’s Principal Consultant, Charles Bennett: “I remembered [Charles’] very high ethics, great honesty, and exceptional technical skills…I knew I was in the right hands.” • Exceptional Value • Triella delivered exceptional value through: • Stakeholder interviews at all levels within Curomax, including internal IT talent with ideas for improvements. • An in-depth assessment and gap analysis of Curomax’s current systems against where they need to be. • A detailed report which provided recommendations and offered unbiased choices and alternatives (including a Disaster Recovery option). • A technology roadmap of strategies and tactics for implementing the report’s recommendations. • Exceptional Results • As implementation continues, Triella’s technology roadmap is widely agreed to be the perfect foundation—flexible, consistent, cost-efficient, 100% uptime—for Curomax’s continued growth and ability to meet customer demand. • Michael Traina is succinct: “Although we are still in implementation mode, we have done the analysis and Triella’s recommendations will definitely have a [positive] cost impact.” For more information about Curomax: www.curomax.com For more information about Triella: www.triella.com Contact Triella at 416.269.4368 or info@triella.com

2. “While Triella can implement most components of the IT fixes that it suggests, it is also just as willing to hand the reins over to internal support or other existing IT support people. This is just one example of how they listen to and support the needs of their clients.” —Greg Robertson, R. Robertson Insurance Brokers BUILDING A TECHNOLOGY FOUNDATION FOR LONG-TERM BUSINESS SUCCESS The Client R. Robertson Insurance Brokers is a full-service insurance brokerage catering to small-to-medium sized businesses and individuals. Dedicated to providing the best coverage at the lowest price, they provide access through a variety of insurance providers to a range of insurance products. These products include property, casualty, home, automotive, and personal and business liability insurance. The Burning Platform R. Robertson Insurance Brokers had been experiencing error messages on their computer systems for some time, and its leaders were unsure as to the implications on day-to-day functions. As well, R. Robertson Insurance Brokers wanted to look to the business’s potential future technological needs, to see whether those needs could be met by its existing computer systems. The Business Case Technology is essential for how R. Robertson Insurance Brokers offers the best combination of coverage, price and service for their clients. Greg Robertson wanted to ensure that his brokerage had the computer systems in place that would help him sustain and grow the business into the future. However, he found that it was difficult to source the kind of support he needed: “I have a small-to-medium sized brokerage. No company was willing to service us. It’s hard to find someone out there to do this kind of work,” explains Robertson. Enter Triella Greg Robertson hired Triella to first assess the impact of the error messages and then provide recommendations based on the brokerage’s current IT needs and potential future needs. Robertson is unequivocal: “Charles Bennett [Triella’s principal] is one of the most thorough, detail-oriented people I’ve met. He is very competent, knowledgeable, efficient and diligent. He focuses on what’s wrong with your systems... and he gets the job done.” • Exceptional Value • Triella delivered exceptional value through: • An assessment of existing and future IT needs (everything from servers and software to server configuration and wiring the office). • The identification and prioritization of problems affecting the performance of the system so that the firm could work on those things that were most important first. • A clear, concise, and thorough review and a technology roadmap for implementing the recommendations. • High level troubleshooting around issues that those within the brokerage never thought of, for instance, protecting critical data through a back-up regime based on best practices. • A price that is very realistic for the amount of time and energy that goes into Triella’s work and presentations to leaders. • Exceptional Results • Based on Triella’s recommendations, the firm replaced their old server which not only solved the error message, but has resulted in a marked difference in performance. The firm continues to implement the recommendations. • According to Greg Robertson: “We got everything that we wanted in the review. We gained the confidence that our systems are running adequately, that we’re moving in the right direction with our systems, and we achieved this thanks to Triella.” For more information about R. Robertson Insurance Brokers: www.rrib.com For more information about Triella: www.triella.com Contact Triella at 416.269.4368 or info@triella.com

3. “Not a lot of companies would do what Triella has done. They made everything work, ensured us a smooth transition, educated our staff, and continue to troubleshoot by phone and in person. This is invaluable as we can’t afford an IT staff position. We will certainly be working with Triella well into the foreseeable future.” —Rob Drynan, Executive Director, Camp Oochigeas INCREASING PRODUCTIVITY AND FUNDRAISING CAPACITY THROUGH TECHNOLOGY The Client Camp Oochigeas is Canada’s first residential camp for children with cancer and the only camp site in Ontario that offers chemotherapy treatment onsite. Their goal is to provide an active, outdoor experience where children can acquire new skills and meet new friends in a supportive and caring environment. The Burning Platform Contributing factors to the success of Camp Oochigeas include: a passion to making a difference in a child’s life, a dedicated community of campers, parents, volunteers and donors and a permanent location with a private lake in the Muskoka region. As their program and the number of campers has grown so too has the need for more (and more efficient) fundraising. It was felt that their current technology did not meet their needs and was using up money that would otherwise be going towards camp operations. The Business Case Camp Oochigeas’s existing computers were limiting their ability to invest in new software products geared to charitable organizations. As well, there was no efficient way of sharing information and maintaining the current computer systems. The Camp wanted to deliver great service to great kids, but their technology was limiting them. A decision was made to find an outside vendor to assess their situation and recommend solutions for moving forward, including a much-needed upgrade of their fundraising operations. Enter Triella Camp Oochigeas Executive Director, Rob Drynan had this to say: “I knew we were in a growth phase but could not define what that meant from a technological perspective. Triella understood completely… and was able to plan for and deliver on our needs. Service-wise there is a huge amount of trust.” • Exceptional Value • Triella delivered exceptional value through: • Migration of the camp’s computers from a Mac to a PC platform. One Mac was retained for design work. • Set-up of a central server to manage email traffic and provide secure file-sharing capabilities for staff. Blackberrys were also integrated for senior executives. • Database migration and implementation of Filemaker Pro and fundraising database Raiser’s Edge. • Implementation of backup, recovery and monitoring procedures to ensure the smooth ongoing operation of the network. • Planning and facilitation of an office move, including Installation and programming of a complete new phone system, including voice mail system and phone sets. • Technology training time to assist the camp’s Director of Operations to learn the new system. • Exceptional Results • Within four months Triella had Camp Oochigeas smoothly transitioned to a more efficient IT infrastructure. Triella continues to deliver ongoing support both in person and remotely all with the camp’s charitable status and price sensitivity in mind. For more information about Camp Oochigeas: www.ooch.org For more information about Triella: www.triella.com Contact Triella at 416.269.4368 or info@triella.com

4. “We’re not big enough for a full time technology support person. But we want an IT consultant who can act like staff, who can work with urgency, and who understands our business. Charles is very knowledgeable on the technology side, but he also knows our business.” —Keiran Glynn, President, Kent Legal SHARPENING COMPETITIVE EDGE AND MAINTAINING A SOLID REPUTATION The Client Kent Legal is a recruiting firm with a 35-year history of meeting the staffing needs of the legal community, recruiting outstanding legal assistants, law clerks, and administrative management. Kent Legal differentiates itself as “recruitment specialists with integrity,” and this message is embedded in all facets of their business and dealings with clients. The Burning Platform Maintaining and improving service during an office relocation, and adapting to industry developments and client demands have required a focus on technology to help cement Kent Legal’s competitive edge in the marketplace. The Business Case A passion for their clients and an ability to consistently deliver on their promises contribute to Kent Legal’s status as a trusted name in legal recruiting. It was critical for the firm to maintain that reputation throughout the chaos normally associated with an office relocation. This meant an emphasis on minimal downtime and disruption as a result of the move. Having already worked with the firm on the sourcing and installation of a legal recruitment database package, Triella was retained to both project manage and implement the move. Enter Triella As their technology needs evolved, Kent Legal found that a relationship with Triella and principal Charles Bennett would help them satisfy all of these needs. “Triella goes way beyond what a normal technology organization will provide. We have yet to stump Charles with a technological problem. Really, it baffles me how he does it.” —Keiran Glynn, President, Kent Legal • Exceptional Value • Triella delivered exceptional value through: • Sourcing and installation of a legal recruitment database package, including software and server configuration. • Enhancing communications, including bringing email in-house, and installing a high speed internet connection. • Project managing and implementing a detailed office move—working with designers on new floor plans, furniture placement, installing network and telephone cabling, purchasing and configuring a new server and additional desktop computers, and acquiring and installing a new phone system. • Ongoing technology maintenance and troubleshooting. • Exceptional Results • Today, Kent Legal employs leading-edge recruiting software that enhances their candidate selection process and improves their response time in getting the right candidates to their clients. They are established in their new offices for which Triella handled all relocation and technological components—everything from cabling, to server and computer set-up and configuration, telephone system installation, and updates to their database. • And Triella continues to provide technology maintenance services to Kent Legal. Keiran Glynn, President, is succinct: “Charles and Triella are my right arm in technology. Because I don’t know technology, I have to completely trust my technology support organization. Charles’ and Triella’s integrity is without question.” For more information about Kent Legal: www.kentlegal.com For more information about Triella: www.triella.com Contact Triella at 416.269.4368 or info@triella.com

5. “Triella really impressed me because they knew the questions to ask to elicit exactly what systems were required for the firm. They listened to our needs and found appropriate solutions. Triella understood that we are a small-to-medium sized firm, and presented solutions that would be affordable and effective for the firm,” —Judith Tiefenbach, Director of Administration, Bell, Temple ENSURING CONTINUITY AND ABILITY TO MEET CLIENT DEMAND The Client Bell, Temple is a firm of highly skilled and innovative lawyers specializing in providing outstanding legal services to the insurance industry. In practice since 1945, they have built a solid reputation for fast and effective resolution of even the most complex disputes. Bell, Temple also delivers pro-bono services to eligible health professionals including preventative legal advice through a pro-bono hotline. The Burning Platform Based on the firm’s continuing successes and commitment to their clients, Bell, Temple was able to grow its practice and expand its legal staff— particularly in 2004 when they grew from 18 to 26 lawyers. Growth always puts serious demands on a business’s ability to meet the needs of its clients and people. It was becoming increasingly clear that the firm’s existing information technology systems were not up to the task of the expanded demands. “We had experienced 30% growth in personnel in a year and found our backup systems weren’t up to the task. And all of our firm’s information systems were centralized at our head office,” explains Judith Tiefenbach, the firm’s Director of Administration. The Business Case Continuity of service is critical to Bell, Temple’s clients and staff. Downtime would cost time and money and lost credibility for a firm that prides itself on “fast and effective” service to its clients. The firm decided it was critical to the business to have an offsite data backup system that would allow its staff to recover their data in the event of an emergency. “Although I was clear about what we didn’t want, I still wasn’t totally clear about what we did want. I realized that I needed a professional technology advisor who could provide an effective solution,” says Judith Tiefenbach. Enter Triella Judith Tiefenbach had met Charles Bennett, Triella’s Principal, at seminars she had attended where he spoke as the senior IT person at one of Canada’s largest law firms: “He had experience and a reputation as being very knowledgeable and a straight shooter—and this proved to be true.” • Exceptional Value • Triella delivered exceptional value through: • Providing system recommendations that met the needs of the firm and that were tailored to the firm’s sizeand budget. • Conducting regular check-ins during the early phase of the backup system’s implementation to confirm that the system was operating efficiently and effectively. • Communicating with the company providing the remote backup support to resolve issues with the system after implementation. • Developing an RFP process for redesigning the firm’s web presence. • Providing beginning-to-end guidance, including a job description, job posting and initial interviews in the hiring of the firm’s first full-time technology support person. • Ongoing coaching of the internal IT resource. • Exceptional Results • The new backup system has met and surpassed the firm’s needs. Judith Tiefenbach: “Our back-up system is great—physically, it’s offsite in Southern Ontario. If I have to retrieve information, the restore function is fast and accurate. • “Triella met and exceeded my expectations. I can’t stress this enough—success is about having a strong working relationship with your technology consultant and the belief they will guide you to a solution that is right for your firm.” For more information about Bell, Temple: www.belltemple.com For more information about Triella: www.triella.com Contact Triella at 416.269.4368 or info@triella.com

6. “Triella had a very incisive grasp of our needs as a business organization, and a very good grasp of how to move forward in the face of change. Charles Bennett performed an invaluable service at a critical time.” —Kirk Stevens, Managing Partner, Lerners LLP CREATING A TECHNOLOGY VISIONTO ENSURE BUSINESS SUCCESS AND GROWTH The Client Lerners LLP is a law firm providing professional legal services to individuals, businesses, institutions, and corporations around the world. It is one of Ontario’s largest law firms with a team of more than 100 lawyers and a support staff of 285 at two locations in Toronto and London, Ontario. The Burning Platform After adding six new lawyers from another firm to its Toronto office, Lerners had to integrate two information technology infrastructures, two information technology platforms and disparate software packages to service its various clients. Lerners needed to create a vision and an implementation plan for a combined information technology environment that would address the needs of the expanded firm as well as the needs of their clients. The Business Case Lerners is dedicated to providing all of its clients exceptional legal counsel. To help the newly enlarged firm achieve this, a stable and robust technology backbone was required. “We wanted to look at technology not simply as a tool, but as a means to enhance our overall practice,” explains Kirk Stevens, Managing Partner at Lerners. A decision was made to retain a technology consulting firm that could help guide Lerners through a time of transition and provide them with a basis from which they could manage their information technology needs into the future. Enter Triella “We wanted to take our technological vision to a new level as well as reconstruct our Information Technology department, and Triella proved to be instrumental. They helped us through a difficult time. Charles Bennett injected himself into a situation fraught with a variety of expectations of technology, and he proved to be very sensitive to the needs of our lawyers, our clients, and our support personnel,” says Kirk Stevens. • Exceptional Value • Triella delivered exceptional value through: • Comprehensive interviews and focus groups with all levels of Lerners stake- holders to clearly understand their technology needs, as well as their clients’ technology needs. • Detailed best practice insights of how other legal firms were using technology to their and their clients’ advantage. • A high-level Technology Management Assessment Report complete with both tactical and strategic recommendations. • Guidance and assistance in the creation of an Information Technology vision for the entire firm. • Recommendations on enhancing and reorganizing the IT department, including sourcing the right IT leader to move the technology vision forward. Exceptional Results Triella provided Lerners IT guidance at a critical phase in its development. Triella delivered an extensive Technology Management Assessment which provided clear reasoning for all IT decisions. As well, Triella brought its knowledge of and unique insights into the information technology needs of Canadian law firms to help Lerners maximize its IT investments. Says Kirk Stevens: “Triella understood our business context. They assessed our IT needs, including how we were meeting those needs. They then helped us to organize ourselves to better and more effectively use computer technology in our business.” For more information about Lerners LLP: www.lerners.ca For more information about Triella: www.triella.com Contact Triella at 416.269.4368 or info@triella.com

7. “We had a pretty good idea what we wanted – and Triella helped us get there. They made sure our money was spent wisely, that we had the best people doing the installation, and they offered solid, practical advice. Triella gave me the comfort that our decisions were the right ones for us, and ensured that we had a solid platform for the future.” —Sandra Kerr, Director of Administration, Davies Howe Partners DEVELOPING AND IMPLEMENTING A LONG-TERM TECHNOLOGY VISION The Client Davies Howe Partners is a Toronto-based legal firm with a unique team of lawyers who specialize in land use development law and civil litigation. Their practice focuses on representation before courts and administrative boards where they act on behalf of a full spectrum of clients, from small entrepreneurs to major Canadian and international corporations. The Burning Platform Delivering quality legal advice and becoming leading experts in their field had resulted in a sustained period of strong growth and success for Davies Howe Partners. However, during this period, without technology leadership the firm simply added new technologies to its existing technology platform which resulted in a mix of technology solutions that often didn’t integrate well and that required continuous support. The Business Case Having the right technology is just as critical for smaller firms as for larger ones. The team at Davies Howe Partners needed an information technology system that allowed them to meet demanding deadlines and ever-changing client expectations, while also having low maintenance requirements. Based on her experience, Sandra Kerr, Director of Administration, knew that the firm had to undertake a major and costly technology upgrade. She knew what the problems were and had a fairly good idea of what she wanted new technology to do; she just wasn’t sure how to get there. She needed to undertake a review of the firm’s current information technology systems, as well as begin to develop a long-term technology vision for the firm. Enter Triella “I had a fairly good idea conceptually what we needed but, not being a technical person, I didn’t know what it meant from a technological perspective. I was looking for someone who could provide us with the planning piece, essentially, the CIO role. Someone to ensure that we had a good, solid plan that made sense for us. I knew Charles to be well regarded by his IT peers and to be logical and level-headed. He offered a practical approach to understanding and meeting our needs,” explains Kerr. • Exceptional Value • Triella delivered exceptional value through: • A plan for a complete overhaul of the firm’s existing mix of technology solutions. • Recommendations for new hardware including PC's, printers, Blackberry handhelds and a Small Business Server to streamline operations. • Negotiating equipment pricing. • Recommendations for a new internet connection for increased speed and reliability. • Implementation of a new remote access system to allow lawyers to work from home and while out of town at hearings. • Recommendations for new software, increased security, a beefed-up backup process, and spam filtering. • The creation of an internet policy. • Exceptional Results • Today, the firm has all new servers and other hardware, up-to-date software that is consistent throughout the office, fast, reliable internet, a robust backup system and security providing coverage for all contingencies, with everything working together smoothly and with less downtime. “The lawyers are raving about the remote access, it's very slick,” says Kerr. For more information about Davies Howe Partners: www.davieshowe.com For more information about Triella: www.triella.com Contact Triella at 416.269.4368 or info@triella.com

8. “Charles Bennett and Triella are uniquely placed. Triella can handle the high-end strategies, and they bring business knowledge and experience. Charles is very detail-oriented, and hands-on with his knowledge of technology and he works well under pressure. Triella is the Real Deal – you can’t go wrong when you hire Triella.” —Gloria Gratias, Chief Administrative Officer, Dillon Consulting PROVIDING CIO PLANNING & SUPPORT FOR A LARGE TRANSITION The Client Dillon Consulting is an employee-owned engineering consulting firm offering a multidisciplinary range of consulting and design services within four client sectors: resource, industrial, government and real estate. Dillon Consulting has more than 500 employees working from 18 offices across Canada and internationally. The Burning Platform For more than 60 years, Dillon Consulting has been a technology-focused firm with a history of delivering outstanding services. Recently, the firm had identified a need to transition their offices to a new platform and had hired an IT consultant to guide the transition. Just as implementation was about to start, they lost their IT consultant. “Our IT consultant was about to head off to another assignment in Germany, and there was no help in sight for us,” remembers Chief Administrative Officer, Gloria Gratias. The Business Case Dillon Consulting had an enormous transition to manage with no IT leader and no one internally who could take over implementation of the IT plan. And, the firm had been waiting for implementation to identify what their new IT needs would be. Dillon Consulting needed someone who could come in and quickly learn about the company and its IT direction and lead the implementation. They needed a technology expert who could also manage the human impact of their IT transition. Enter Triella With only one day of overlap with the outgoing IT consultant, Triella’s principal Charles Bennett was able to move quickly to action. “Charles truly brought the plan to nuts-and-bolts implementation. The bulk of the details had still needed to be thought through – we had a plan but we needed the ‘How’. Charles oversaw the acquisition of the servers that we needed, made sure we were connected to the right vendors, and managed all of the details. He also spent a lot of time with our IT staff building their buy-in to the new technologies. In short, he took my stress away,” says Gratias. • Exceptional Value • Triella delivered exceptional value through: • Acting as interim CIO during a difficult time of transition in the firm’s IT department. • Preparing a roadmap for the transition of the entire firm from a Novell platform to a Microsoft Windows platform based on the high level IT Plan. This required an intimate knowledge of the client, its culture, and needs, combined with a knowledge of potential IT solutions in order to identify the best ones for the firm. • Minimizing IT downtime by ensuring Dillon Consulting’s day-to-day IT support needs were met, within a limited time budget. • Delivering an alternate network design which sped access to information, reduced administrative overhead and eliminated over 40% of the costs of the original design. • Assisting in the hiring of a new internal IT leader for Dillon Consulting. Triella supported the interview process, including defining the job description and conducting initial interviews. Exceptional Results Gloria Gratias is enthusiastic: “Triella is not capable of delivering a ‘standard job’. Triella not only delivered what we expected, but they went above and beyond expectations. They were able to determine the deliverables and timelines, and also added unforeseen value by suggesting an alternate approach for us to connect our various smaller offices—a solution that is creative and leading-edge and that will be cost-effective.” For more information about Dillon Consulting: www.dillon.ca For more information about Triella: www.triella.com Contact Triella at 416.269.4368 or info@triella.com

9. “I especially appreciate the background work Triella and Charles did to understand our culture and what was important to us. Charles took the time to understand our needs, but also remained open during the process. Triella showed a lot of flexibility in addressing our various stakeholder needs.” —John Kearney, Director, ITS, Wilfrid Laurier University RESTRUCTURING A DEPARTMENT TO DELIVER ON LONG TERM IT NEEDS The Client Wilfrid Laurier University is one of Canada's premier universities, attracting students who want to succeed. Founded in 1911, the university is committed to expanding the horizons of their students, providing them with a broad perspective of the world that opens up new ways of thinking and seeing things.  The Burning Platform Wilfrid Laurier University’s Information Technology Services (ITS) department is responsible for managing the university’s centrally managed computing and communication resources—providing computing and communication support to students, alumni, faculty and staff. Although they were delivering effectively on their mandate, a question was raised: was ITS in a good position to deliver on the university’s longer term IT needs? “We wanted to build a longer term perspective into the services that we deliver,” explains John Kearney, Director, Information Technology Services, Wilfrid Laurier University. The Business Case ITS’s existing structure was geared very well to delivering on the university’s day-to-day IT needs and activities. But the main driving force behind the need for an assessment was an ever-increasing backlog on IT-related project requests. The department felt it could no longer continue to push back the more longer term, dedicated project work of new initiatives. ITS wanted to restructure itself in a way that it could continue to meet all of the university’s current needs, as well as its long term needs. Enter Triella The ITS department required an assessment of its current situation, management consultant-level insights into a required reorganization, and they wanted to move to implementation quickly. Kearney put in a request with the university’s Finance and Administration group which connected him with Charles Bennett and Triella. “I trusted that they would recommend a company for the job that would be a good fit. Charles Bennett has delivered on everything he said he would, and just as importantly, when he said he would,” says Kearney. • Exceptional Value • Triella delivered exceptional value through: • A plan for the reorganization of the university’s IT staff complement to better service their constituents. • Initial stakeholder interviews and review. • An assessment and gap analysis of existing ITS human resource abilities and skill sets. • Identification of potential efficiencies and productivity gains, both from an operational and strategic perspective. • Recommendations on increased security, including the hiring of a dedicated security analyst. • Delivery of organizational structure recommendations that would create a more effective department. The structure included three key recommendations on staffing, creating a more dedicated IT presence, and empowering dedicated project resources. Exceptional Results “We wanted to identify an effective organizational structure for the department and we’ve made really good progress. We’ve enacted the majority of Triella’s recommendations. We’ve been able to increase our full time complement and reorganize some part time jobs, only marginally increasing headcount. We hired a dedicated security analyst—who has been working out very well for us over the past three months. And just today I sent an offer letter to a new project manager who will lead our new dedicated project office,” explains Kearney. For more information about Wilfrid Laurier University: www.wlu.ca For more information about Triella: www.triella.com Contact Triella at 416.269.4368 or info@triella.com