How we help

Practical, tailored advice and a clear path forward

Regardless of your industry or the size of your organization, from early or growth stage to mature operations, asking the right questions ahead of time can help you manage risks and maximize the value of the technology your business uses or creates.

With a wealth of experience in digital transformation projects, our team knows what to expect from third-party suppliers and what to push for to make a project successful.

1. Discover

We meet with the key stakeholders on your team to understand your organization’s current state, identifying the challenges you face with existing systems and assessing your current processes and digital governance. We learn about your desired future state, identifying requirements and defining success for the project, clarifying your strategic objectives and crafting a compelling vision for digital transformation.

2. Plan & prepare

We develop a practical roadmap for your project that anticipates common issues, avoids common pitfalls and proactively mitigates risk.

This includes advice on:

  • Creating meaningful internal milestones and realistic schedule for your team
  • Establishing a realistic scope of work and de-scoping if necessary
  • Cultivating a positive project environment and encouraging buy-in and decision-maker support
  • Agreeing on a joint communication plan with vendor
  • Implementing formal/agile project management
  • Determining gates for continued go/no decisions
  • Risk management and contingency planning
  • Monitoring and reporting on progress

3. Reset & rescue

Despite best planning efforts, digital transformation projects can still encounter roadblocks and veer off-course. We help get your project back on track and repair your vendor relationship. We negotiate fair and reasonable sharing of financial impacts and create realistic go-forward plans and agreements. We can also assist with a transition if the vendor relationship is beyond repair.

We help your organization get the most out of your IT solutions and suppliers. With educational and professional backgrounds in the IT industry and related fields, our lawyers understand the unique interaction of technology and the law.

Services include:

  • Licensing and subscription agreements
  • Cloud computing
  • Software development and implementation agreements
  • Software maintenance and support agreements
  • Hardware purchase and maintenance agreements
  • Data centre agreements
  • Marketing and distribution agreements
  • Project reviews and rescues
  • E-commerce initiatives

When it comes to contract drafting, review and negotiation, our aim is creating lasting, successful relationships between your organization and your technology providers – while also protecting your interests. We focus on developing flexible arrangements that allow for growth and changes and that defend against price gouging.

We work with entities of all sizes and from all sectors.

Client Work

  • Counsel to Sunrise Credit Union in structuring, preparing and negotiating agreements with U.S.-based fintech company Fiserv to migrate Sunrise’s digital banking platform and acquire licences to Fiserv’s Core Application DNA service.
  • Acted for PFM Capital Inc. in preparing, reviewing and negotiating implementation and software agreements to acquire enterprise accounting software from Allvue Systems LLC, a U.S.-based alternative investment software provider for private equity, private debt, venture capital and fund administrators.
  • Counsel to National Consulting Limited and its member credit unions in connection with the acquisition, licensing and implementation of online account management, financial services and financial support services systems and software.
  • Counsel to Saskatchewan Government Insurance on a digital transformation project to modernize its core insurance capabilities and position the organization for growth, including preparation and negotiation of agreements for the implementation and integration of new technology solutions for its property and casualty and automotive insurance divisions.
  • Counsel to Federated Co-operatives Limited in connection with the implementation of a network of electric vehicle charging stations for affiliated retail co-ops across Ontario, Manitoba, Saskatchewan, Alberta, British Columbia and the Northwest Territories.
  • Counsel to the Saskatchewan Workers’ Compensation Board with respect to its ongoing claims-system modernization project.
  • Counsel to the Government of Saskatchewan, Saskatchewan Health Authority and other Saskatchewan health-care organizations with their Oracle Cloud ERP projects, including negotiation with Deloitte and other vendors for implementation, go-live and ongoing support and maintenance.
  • Counsel to Innovation Federal Credit Union with respect to various digital transformation initiatives including the development, implementation and sustainment of online and mobile banking, customer relationship management (CRM), loan origination and branch automation solutions.
  • Counsel to eHealth Saskatchewan and other Saskatchewan health-care organizations for the development, negotiation and implementation of information technology services agreements, and ongoing advising on risk management, governance and inter-organizational relationship management.

Resources

Technology, Intellectual Property & Privacy Legal Risk Checklist

Is your asking the right questions when it comes to technology, intellectual property and privacy matters? We’ve created this checklist to help you get started with evaluating and managing your legal risks.