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Bernard Grinberg

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Business Mentor and Coach Bernard Grinberg
Bernard Grinberg

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Corporate Strategy & Business Planning
Practical Corporate Improvements

Create new or review & enhance existing strategic plans
Review & improve processes
Resource & planning control
Software systems
- Requirements Analysis
- Vendor Selection
- Transition Management
Measure & review mechanisms
Financial analysis, budgeting & cash flow management
Corporate Governance – Board & Shareholder management
Getting “investment ready”
Re-financing, exit strategies
Advisory Board management

Free initial consultation

Testimonials

Bernard worked with me throughout 2022 to determine the best way forward with our business management & warehousing system. The business has been operating for about 20 years with software developed inhouse in FileMaker (“FM”). However the software only works on an old version of FM and older versions of Apple Macs, and has become difficult to maintain. The existing software functionality covers all the operational aspects of the business from purchasing through warehousing, order fulfilment, delivery, service and bookkeeping. Accordingly we were looking for a modern, preferably cloud based solution, with either integrated accounting or a two way interfaced to an upgraded accounting solution. Bernard analysed & guided us to document the current software usage along with potential improvements. He then contacted over a dozen relevant system vendors, briefed them and progressed the majority to demonstrations and proposals. Bernard clarified the offerings including project, pricing & hosting arrangements. Together we successfully triaged the vendors down to a very short list, and ultimately I chose the solution that best suited us. Joshua Burman General Manager ICS PACIFIC Phone: (+61 3) 9706 5115 Email: jburman@nullicspacific.com.au Web: www.icspacific.com.au Specialising in foodservice equipment and vaccine refrigeration

ICS PACIFIC • Business Systems Analysis, Vendor Selection Triage

“When I first met Bernard, he advised me out of investing in starting a software development in the medical space, by making a lot of practical sense about the market and resources. Later I contacted Bernard about my next start-up which was software for surgeon’s self-audit. I was and am passionate about this project but I lacked time and software technology experience to manage it. Bernard took on board and analysed the poorly working prototype. After a thorough search and evaluation of software vendors, we placed it with the most appropriate software company for the job. Bernard managed all the interfacing between myself (as the medical founder) and the external software company, as well as dealing with the major accounts. Bernard reviewed and edited the scope and specifications for the additional features and improvements to the software. On a day-to-day basis Bernard mentored me in business and technology, drafted and negotiated contracts and introduced software quality assurance through testing and reporting. Bernard contributed with his advice and guidance to my advisory board. The result of this collaboration is a successful software tool for many surgeons. “ The founder of www.surgicalperformance.com Professor Obermair is the Director of Queensland Centre for Gynaecological Cancer Research (QCGC Research). He is a Professor of Gynaecological Oncology since 2007, a Senior Medical Officer at Royal Brisbane & Women’s Hospital and a Visiting Medical Officer at St Andrews War Memorial Hospital and Buderim Private Hospital. He holds an Honorary title of Professor at UQ since 2006. Professor Obermair is an internationally recognised leader in gynaecological oncology research and treatment and has lead the research team at QCGC Research since establishing it in 2003.

Surgical Performance • Business Development, Software Management

Bernard Grinberg came onboard with my company Chess for Schools in mid-2021 and has provided unique and valuable mentoring and consulting services to me from day one. Initially Bernard analysed and documented my workflows, requirements and issues. Then he assembled a scoping brief for potential software vendors. This led to him performing a comprehensive search of suitable providers, arranging demos and evaluating their products, technologies and company. Ultimately this resulted in a selection of a well matched, practical and affordable vendor, with ongoing guidance on software usage and management. Bernard also guided the resolution of our other technical issues such as analysing email and hosting, providing briefing to tech resources to resolve, and the transfer of IP from failing Indian developers. He has reviewed and then drafted guidelines of contractor agreements and terms of trade for a retained lawyer that he sourced for me. Importantly Bernard continues to advise and mentor me on business, marketing, sales, personnel, work-flows and technology. Phil Hooton, Managing Director, www.chessforschools.com.au

Chess for Schools • Mentoring and Consulting, Systems Analysis

Bernard Grinberg has assisted our Company, most recently in managing all the activities required to achieve full compliance with fire safety certification of our 5 unit industrial building in Byron Bay. This had been managed by the strata managers on behalf of the owners for over a year without success, even though almost $15,000 had been spent with various trades, and the site equipment remained dis-functional and/or non-compliant. Bernard project managed and co-ordinated all of the activities of the owners, strata managers, planners, Byron Council, architects, drafts people, fire systems specifiers, inspectors, certifiers, plumbers, electricians and builders. He reviewed all of the relevant Australian Standards (AS’s) and the National Construction Code (formerly the building Code of Australia) sections, with many of the parties above and negotiated the best outcomes for the owners, including the commissioning of new, repair of existing and removal of un-necessary and dis-functional equipment. This work was completed with new Fire Safety Statement and Annual Fire Safety Inspection Report documents lodged with Council, allowing us to finalise our developments. He also represented us well on the strata committee in dealing with finances. Declan Wise, Managing Director, Afends Pty Ltd. www.afends.com

Afends • Project Management, Fire Safety Compliance

Bernard was engaged by www.agtrix.com as a business mentor and consultant for a period of over 10 years. We benefited from Bernard’s wealth of practical knowledge and experience from growing his own software company to an international success, and eventually acquisition. During this period, Bernard assisted us with strategising and structuring for growth – taking the company from a start-up to a company trusted by TIER ONE corporate customers. On a weekly basis Bernard assisted us to implement processes around business strategy and governance, product offerings and financials to plan and support international expansion advice and associated risk identification. As a part of this Bernard performed numerous contract reviews and negotiations (including drafting contracts, supported us with business development, HR issues, marketing advice and creating opportunities in new markets through his network. A key component of his operational style is mentoring and advising the management and the team on managing major accounts and distributors. He also chaired monthly management meeting s, aligning software development to business, and convening the advisory board that was critical to the founder’s successful exit. Bernard also has outstanding technical skills including IoT hardware specifications and interfacing. I personally benefitted from Bernard’s passion for business in my own journey from a technical background to General Manager and have also observed Bernard provide valuable technical analysis and recommendations on product direction and lifecycle, including product end of life, to other companies.

Agtrix • Business Mentoring and Consulting, Market Development

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