We all want to know what has worked in the past so we can learn from it. Evaluating past experience enables us to grow and get better.

Here are some recent case studies that we have published that the customers have deemed to have achieved the results they desired. In the end… isn’t that what it is all about?

Make Safety a Habit.com


We were approached in early 2014 to work with the Canadian Society of Safety Engineering, www.csse.org, to help them on a specific project for North American Occupational Health and Safety Week. Thankfully, the client realized that they were too late to launch in time for the 2014 campaign in March, so we focussed on creating the right project to launch at the end of December 2014 instead.

Their challenge is that they had a variety of events across Canada that were organized both by local CSSE chapters as well as private companies to celebrate NAOSH week that happens in each year in March.

Their original vision was the creation of an app that would allow people to both upload data about their own event as well as understand what other events were happening in their region and nationally.

CSSE realized that if it was up to a central location to enter all the information for the events, it would not happen. Each chapter needed the ability to login and enter their information so that it was accurate and last minute changes could be done at will.

After our initial conversations, we realized that an app was not the right fit. Uploading of data would be a challenge as well as the fact that we did not know how many people were on IPhones, Android devices or other platforms. We decided instead to steer them towards the creation of a website that was responsive so that it could be accessed by people on desktop, tablet or phone no matter what operating system that they were on.

The key factors that CSSE needed included within this site were where and when events would happen during NAOSH week, ideas that could be spread that week on how to make people’s lives and work safer, information on both their ambassador and champions programs, statistics on injuries within the workplace in Canada and information about NAOSH week itself.

Early on in the process, we talked to the client about goals, needs, wants and desires. We wanted to understand what their key messages were and who they wanted to talk to through this medium.

The name was the easiest thing. It was something they had come up with on their own and it instantly drove a call to action… Make Safety A Habit!

We reviewed other websites and apps from areas such as Australia to see what other countries were doing to communicate similar messages. It became clear, that the creation of this mobile friendly site would meet the requirements of being able to talk to the right audience, in the right way and give those who use the site a tool that makes their jobs easier.

Creating the website was a very collaborative process. From creating a site map forward, the client was always involved. We had weekly conference calls, going over objectives, messaging, timelines, budget, visuals and verified early on in the process that the URL was available.

The largest challenge was getting information from the NAOSH Week Committee. They were tasked with coming up with information for certain sections and the deadlines imposed were sometimes missed. This is a challenge of working with a volunteer board.   It is usually that they have so many other things on their agendas, that if they do not realize why deadlines need to be kept, they sometimes miss them. The executive worked with us to make sure that we did not fall behind and stepped up to get information when we could not get it other ways.

A prototype of the website was launched at the National Conference in September 2014.   We had comment cards available along with the live demo on a IPad so that members could play with the site and provide comments.

After the conference we took those comments, incorporated them and tweaked the site so that it would be ready to launch at the end of the year.

In the end, we launched in early January 2015. Provincial organizations as well as private companies alike entered their information into the site and allowed it to be a useful tool during NAOSH week in March of 2015.

Post event, the executive has gone out to the field, found out things that were liked and disliked and because of the flexibility of building this website in WordPress, we have the ability to make changes each year to accommodate their needs.

Dynamic Attractions and 30 Metre Telescope

A client of ours designs and develops both technology and structures for world class telescopes. A new international 30-Meter Telescope project was on the horizon and our client developed critical technology that would make this project successful.

However, the Canadian government was not convinced of the value of signing onto the international conglomerate to get this project built. If the Canadian government did not sign onto the project, my client would have been kept out of the development stage and millions of dollars in lost opportunity would occur.

Their Public Relations team approached us to help them create a unique promotional marketing gift for government officials and industry representatives. The goal was to stimulate conversation and demonstrate the value of having Canada, and my client, be part of the overall project.

Considerations were that the promotional piece had to be something with a high perceived value, but could not be beyond a certain dollar value or government officials could not accept it.

It had to portray precision, innovation and tell the story of my client long after the meetings were done.

We met and talked with the Public Relations firm of our clients over a few weeks and determined that they key factors that differentiated them in the market place were precision, innovation and a specialized technique for developing mirrors that would save both time and money while providing a superior lens to look at the universe.

With that in mind, we settled on a crystal cube that could be imprinted with an exact replica of the telescope in 3 dimensions within the cube.   Size, weight and price were factors that needed to be considered as those who were coming to the planned open house, where these gifts would be given away, would be coming by plane and therefore we did not want anything too big or too heavy for them to take home. As well, there would be many government officials there and price became an issue as we could not exceed a dollar point per gift or the intended guests could not receive them.

A big sticking point I had with the client is that they had to be in a proper gift box. Presentation was everything. A white paper box would detract from the overall grandeur of the gift and therefore we had to make sure that the packaging reflected the status of the people they were being sent to.

To complicate things even more, we needed to produce these in two sizes. The larger size was approximately 3” x 3” and the smaller was just under 2” x 2”. The artwork was slightly different due to the fact that they were going to different levels of clients and spheres of influence. Most of the smaller pieces ended up being given away internally and the larger ones were handed out to dignitaries.

The other aspect to take into consideration was time. These pieces were produced offshore by one of my suppliers in Texas. To make their deadline, we had the Dallas company take ready 3 Dimensional files from our client, create the virtual proofs for them.   Once proofs were approved, a test sample of each was made in China (see below) and once approved, they were sent to production. Produced cubes were sent to Dallas for final inspection, where they were cleaned, put into presentation boxes (see below) and then ground shipped to Vancouver. All of this production was done within 4 weeks of approval of final artwork.

808080 front (2)808080 left

The result was a 3-dimensional crystal cube in a high- end presentation box that met the criteria, told the brand story and was deemed as valuable by those who received them. With some great public relations work, the unique promotional marketing piece we designed and developed helped secure the Canadian Government’s involvement in the new 30-Metre Telescope project, which also secured millions of dollars of work for our client.

Take the time to discover what makes you unique, understand the things you do are that set you apart and make you valuable.

Once you understand that, that is the story you should tell and it will Get You Noticed!

Security Company and Passport to Learning

In October of 2015, we were approached by a security company client of ours to help them with a specific problem. The problem was developing an onboarding piece that quickly and easily introduced new hires into the culture of the company. This was not to be a procedural manual, they had that. Instead, it was a document that engaged them to think about why this company did things a certain way and the value this provided both to other members of the company and to the public at large.

In other words, what is the value of the brand and what is the culture the brand wants to instill into new hires.

The challenge is that they required a prototype book in less than 10 days to be shown at a board of directors meeting. So time was of the essence.

We met with senior staff and quickly worked with them to understand their objectives, vision and timeline. From there, I created a series of questions that I needed to have answered within 48 hours by them to be able to move this process forward.

These questions included:

  • What does your brand stand for?
  • What are your values?
  • What is your mission?
  • What is your culture?
  • What does the first 90 days look like in terms of interaction with superiors and team?
  • What are the top five things that are important for every employee to know? Why?
  • Link to corporate video
  • Links to top five pages that any employee would reference on your website or portal and why?
  • How do you want a new employee to feel about the company after one week, one month, one year? Why?

We then told them that:

To build this out properly could be 30 – 50 hours of meetings to understand nuance and make sure that all stakeholders have been spoken to and then the process begins to build it.

The main challenge that we had for them was that all we could provide them at this time was a framework to start the real process. We decided on creating a passport sized book and call it a “Passport to Learning”. Within the first 48 hours it was hard to get the client to narrow down their needs. Their original thought was to create a passport that would become a cultural document for the company. We quickly had them understand that the needs of current employees (91+ days) were very different than new hires. New hires were being shown the systems for the first time and are learning the culture for the first time. The veterans, no matter how long they had been with the company, had a pre-conceived idea of what the company brand and culture was, even if it is wrong. With these people, it will be the challenge of unlearning pre-conceived ideas before being re-introduced to what the culture should be.

With that agreed to, we focussed on creating a document that probed the new hire to ask the why questions and value questions about the organization over their first 90 days on the job. It would force them to interact with their fellow employees, the public and management to get their questions answered.   Observation and interpretation would be key to success.

We brought on board our copy writer and designer to meet these goals. The copy writer interpreted the answers to the questions above and broke the 90 days into nine 10 day segments. Each with its own sets of tasks.

The designer then took that 20 page document, added a cover page to it, designed it to meet the brand standards of the client and provided it to us to have a dozen copies digitally printed, trimmed and bound in time to hand to the client the day before their board meeting.

Post board of director’s meeting we found out how impressed the board was and therefore how good our client looked to them. There are obvious changes that will have to happen to the document and it will eventually turn into a digital app, but for a test document, this will suffice to gather data on how it can be changed to make the whole process better in the long run. Overall a great success.



Gifts that Go the Extra Mile
PPB Magazine Nov 2016
Page 12-13


PPB Magazine
Top Blogs to Read
September 2016
Page 25


PPB Magazine June 2016
The World has Changed, Embrace it!
Page 76


Rewards and Recognition Network Magazine
Promotional Products Firm Joins Shift to Engagement


Ben Baker was a contributor to the research of this book based upon our work over the last 15 years in health care promotion.


We have also been an active contributor to several Carol Roth Business Unplugged blog posts including:






We are #9  Business Preparation tips for 2017 

We are #8  Do entrepreneurs identify w.being called small business owners?  

We are #16  Did you set your business goals & resolutions for 2017 yet?

We are #2  40+ of the All-time Greatest Leaders

We are #13  How NOT to Network: Avoid these networking mistakes courtesy



We are proud to announce that we won the Bronze Medal for the PPAI Image Award for Branding In Las Vegas Jan 10th, 2017.    This award was chosen from entries across North America and was voted up by our peers

Please click on logo below to view the press release.