Matt Rebeiro

MattRebeiro.com

Principal Advisor, Consultant & Keynote Speaker

Alchemist Accelerator

Mentor

Process Design Institute

Startups: From Pre-Seed to Series A +
- SaaS (tech software) startups: We help you grow!
- We guide you to create innovative product designs with differentiated and robust features
- We provide you with insights about your current and future competitors to become more competitive

Mid Size to Enterprise
- Advisory services to create more efficient processes for your business to help you grow, operating with improved margins and better customer experiences.
- Increase your revenue and lower your expenses through re-engineered processes with and without AI Automation.
- Select a success metric and we can improve it by up to 70%

Training & Coaching
Project Management, Lean Six Sigma, Agile Methodology, Design Thinking, Change Management, Product Design, Process Design, AI Automation Design, GTM Strategies, Partnership Strategies, Consultative Needs Based Sales, Building Continuous Improvement Cultures

Pro-bono Consulting for Not for Profits

CEO & Chief Operations Officer

The Tech Retriever Newsletter

Bringing you the latest technology news and reviews for software and hardware as well as everyday tips to leverage technology to elevate you and your business.

Founder & Technology Writer

UAutomate Challenge

- Founded to introduce early talent to new technologies that helps position them for success in their careers
- Coordinated corporate partnerships and sponsorships
- Secured alumni and industry coaches for students
- Designed competition challenges for students

Co-Founder & AI Automation Advisor

Process Design Institute Academy

Providing Process Design and Process Improvement courses

Workshop Trainer & Facilitator

Created a hybrid, process automation delivery platform, bringing together humans and technology to complete work for organizations.

- Managed Product and Development teams
- Spearheaded technology partnerships
- Facilitated triple digit KPI growth
- Led technology integrations with global technology brands
- Designed technology synergies, deriving unique value from software products
- Negotiated partnership agreements with multiple technology companies
- P&L management responsibilities, effectively ensuring financials were within plan
- Built international talent teams to support a "follow the sun" operating model
- Established governance, controls, metrics and measurement systems

Vice President (VP): Product, Partnerships, Automation Development

Royal Bank of Canada is one of the top 10 global banks and top 5 in North America.

- Recognized as an industry expert, ambassador and advocate for Continuous Improvement, Digital Journeys, Client Journey Optimization, Talent Development, Process Design & Process Automation
- Created the operating model, strategy and tactics for the Automation Center of Excellence within Transformation & Enterprise Operations
- Sourced and developed top early talent to support program goals
- Designed an industry leading training program to enable and empower Operational subject matter experts to develop automations for the processes they managed
- Assessed and implemented new technologies including Robotic Process Automation (RPA), OCR (IDP) and Process Discovery / Process Mining
- Managed existing technologies and led the successful expansion and record setting growth of Automation technologies across multiple functional areas
- Coordinated with leaders, consultancies and vendors to drive transformational changes
- Supported the enterprise Windows 10 upgrade program for thousands of assets for teams across multiple countries
- Developed remote working management solutions to support the transition to work from home during Covid
- Negotiated, onboarded and managed third party contractors to accelerate delivery of key projects tied to global bank initiatives
- Coordinated and communicated with stakeholders including C Suite executives
- Championed diversity, equity and inclusion: Women in Science & Engineering (Mentor), Advancing Women in Leadership (Mentor), Women in Technology & Operations (Mentor), Black Professionals in Technology Network Mentor (BPTN), University of Waterloo "We Accelerate" program, Ten Thousand Coffees (Career Mentor)

Director Automation, Transformation & Enterprise Operations, Technology & Operations

RBC has one of the top early talent programs in Canada amongst the top 5 banks for students, with over 1,000 co-op students supported each year. 

- Supported the sourcing, assessment and placement of students across multiple business areas each quarter
- Coached and mentored students
- Facilitated Lunch and Learn student events
- Acted as ambassador for student career opportunities throughout the bank

Co-chair Student Program, Transformation & Enterprise Operations, Technology & Operations

- Supported the development of innovative automations for Reporting Shared Services, Payment and Trade Operations, Operational Risk, Supplier Management, Finance Shared Services, HR Shared Service
- Built a multi-year opportunity roadmap (pipeline) of improvement projects.
- Created the largest, most effective and efficient automation for reporting across the bank, globally.  Over 500 reports were automatically updated and delivered on various schedules for multiple teams within various lines of businesses
- Developed a new proprietary software application to manage Automations more efficiently
- RBC Ambassador at Collision (one of the world's largest technology conferences)

Director Automation, Enterprise Operations & Payments

- Responsible for the organizations Ideation program, crowd sourcing improvement ideas from employees
- Led client journey mapping efforts to connect the vertical sub-processes
- Oversaw Business Process Management (BPM)
- Supported digital Product builds in Agile labs for Financial Services applications
- Led an internal management consulting team that successful delivered on dozens of projects
- Supported and led program and project management inclusive of multi-year software upgrade and enhancement programs
- Led process design and improvement initiatives
- Supported the re-shoring / re-patriation of processes in a major project
- Identified contract renewal opportunities with vendors
- Established improvements to vendor governance

Director, Operational Effectiveness

- Aviva & RBC partnership program: Coordinated process and technology transitions from RBC to Aviva, following Aviva's purchase of RBC's property and casualty insurance products.
- Integration of processes and technologies between companies
- Supported the digital product design of new Guidewire application customizations and processes
- Offshoring and onshoring of processes between strategic partners

Director, Transformational Enablement

- Led a team of internal consultants to engage executive sponsors to support an expansive list of projects across the organization
- Our team of consultants managed multiple projects in parallel, with 7 figure savings achieved annually
- Delivered call center optimizations to improve Average Talk Time, Average Handle Time and After Call Wrap Time
- Facilitated client experience improvements in partnership with Underwriting, Operations and Sales teams
- Enhanced outbound call partnerships and processes

Senior Manager, Insurance Transformational Initiatives

- Championed a client centered approach to problem solving
- Facilitated millions in departmental savings
- Spearheaded the adoption and expansion of the Lean Six Sigma process improvement methodology across multiple business areas and executive stakeholders.
- Drove substantial ROI for numerous functional areas
- Led numerous projects in parallel
- Coached project managers and Lean Six Sigma Process Consultants

Lean Six Sigma Black Belt, Process Excellence

Sun Life Financial

Sun Life is ranked as the #1 Insurance company globally.

- Supported the growth and expansion of the "Brighter Way" program designed to drive operational efficiencies across the organization.  Identified, launched and led multiple projects in parallel, supporting improved client experiences through re-designed and optimized processes
- Promoted a culture of continuous improvement
- Change Ambassador leading employees toward transformational improvements of clients experience
- Identified pain points and sources of process friction to create a roadmap of prioritized initiatives to improve customer experience
- Guided Lean Six Sigma Process Design experts through challenging problems, outlining how to navigate complex scenarios

Senior Consultant

TD is ranked as one of the top global banks and one of the top 3 banks in Canada.

- Led large, complex process improvement initiatives that generated 7 figure savings
- Optimization of North American call center Operations
- Led Voice of the Customer workshops, root cause analysis and solution brainstorming sessions
- Measurement System Analysis and optimization of metrics, scorecards and measurement systems
- Facilitated quality enhancements through Gage R&R studies
- Statistical Process Analysis to identify employee and customer pain points
- Improvements to Likely to Recommend (LTR) / Client Satisfaction / Net Promoter Scores (NPS)

Business Process Officer, TD Bank

- Led Insurance Underwriting projects to improve customer experience through reduced turn around times on high value property and vehicle insurance requests
- Managed role re-design for several key roles in the end to end Underwriting process to reduce process friction and ultimately drive a simplified, more efficient experience for clients
- Apprenticed under top industry consultants to gain specialized knowledge in management consulting, specifically Process Design & Improvement, also referred to as Process Engineering and Process Re-Engineering
- Intimately familiar with capacity planning, workforce management, call centers, workload forecasting, load levelling

Process Improvement Specialist, TD Insurance

- Top sales performer in Property & Casualty: Home & Auto which included houses, cars, motorcycles, boats, yachts, snowmobiles & ATVs.
- Created a national sales training program and facilitated the training for sales teams
- Launched outbound sales initiatives to dramatically improve outbound sales performance
- Drove improvements in client retention, specializing in the most difficult scenarios with the ability to turn detractors into promoters

Broker, TD Insurance

Strategic Advisor | Tech | Ops | Product | AI Process Automation | Product Design | GTM Consultant | Startup Advisor | Founder | COO | CAO | CPO | LinkedIn Top Voice | 20+ Years of Experience | The Tribrid Advisor ™

🏆 LinkedIn Top Voice in Leadership 2023 🏆

How can I help you?

I advise on …
- how to design innovative technology PRODUCTS
- how to create industry leading PROCESSES
- how to automate processes using AI AUTOMATION
- how to optimize business OPERATIONS
- how to leverage unique growth STRATEGIES
- how to align marketing efforts with your VISION

Benefits: 
I work with you to grow your startup, increase your revenue and lower your expenses.

Many clients I have worked with have received returns up to 10 times their investment.

Company Size: 
Startup to enterprise

My Experience:
20+ years

Testimonials:
https://www.linkedin.com/in/themattrebeiro/details/recommendations/

My Website:
mattrebeiro.com

My Technology Newsletter:
https://www.techretriever.io/subscribe

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I’ve had the privilege of leading top teams that solved challenges at some of the largest financial institutions in the world including Royal Bank of Canada, TD Bank and Sun Life Financial.

I solve your challenges, with you, in creative and cost effective ways. 

I also address the challenges you are not aware of, before they snowball.  

I wield a unique, multi-dimensional skillset, being able to navigate across functions in organizations.

EXPERTISE:
- SaaS Product Design
- GTM Strategies
- Digital Marketing
- Digital client experiences / client journeys / omni-experience, end to end client experiences
- Process Design, Process Engineering, Lean Six Sigma, Design Thinking, Agile, Change Management
- AI, OCR (IDP), Robotic Process Automation (RPA), Hyper Automation, Intelligent Automation, Process Mining
- Business Process Management (BPM)

- Financial Services: Banking, Insurance: Travel, Life, Health, Property & Casualty (Home and Auto), Wealth, Creditor, Group Benefits, Fintech
- Startups & Enterprises
- Sales Operations
- Contact Centers
- Healthcare: Lean Medical Consulting
- Product Management

PRO BONO CONSULTING - CHARITIES
I strongly believe in giving back to my community.  I support not for profits and select startups.  I also mentor university and college students as well as newcomers to Canada.

Please reach out if you'd like to connect.  I am always open to meeting new people.

Matt

Don’t act your age …

Act in a way that represents all the parts of your life to create the best version of you.

Here is the formula:

The curiosity from your childhood
+
The wisdom from your experiences
+
The intelligence from your education
+
The uniqueness from your culture
+
The kindness from your role models

= the best version of you which creates incredible things and enjoys the journey as much as the outcome.

🟦🟦🟦
Repost to inspire ♻ 

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Building a relationship takes time …

Building trust takes time …

Take the time …

Because coming in hot with a 2 page product or service pitch in direct messages isn’t helping you. 

(Especially when it was automatically sent out with a generic template to 10,000 people).

Instead take the time to understand people in your network.

Listen to what they need.

Listen to their pain points.

Offer to help based on your expertise and how your expertise can help them specifically.

GIVE before you GET

Versus

Expecting to GET before you GIVE.

🟦🟦🟦
Repost to encourage others here to give before getting ♻ 

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💭 How do you create an MVP on a tight budget?

1) Do > start by looking at the problem you are solving

2) Do > focus on creating a solution that solves enough of the problem to make it valuable to others

3) Do > consider sourcing talent to help you from the global talent pool

4) Do > explore what to build vs what to borrow (license)

5) Do > look at open source solutions

6) Don't > try to "perfectly" solve it

7) Don't > hire a massive team of people

8) Don't > get caught initially up with fonts, colours, margins, spacing etc.

9) Don't > prioritize your website development over your product development

——-
Do you have questions? Send me a DM
——-

🟦🟦🟦
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Should you start a company with the sole intention to sell it?

IPO🎉

These 3 letters generate a lot of enthusiasm & excitement & for good reason (as does "acquisition” & exits").

When you build something from day 1 with the intention of selling it, then you MAY not build it the same way as someone intending to keep it and grow it.

Because …

When you are passionate about solving a problem …

Your passion will oftentimes be infused into the quality of your product.

When your passion is about your product primarily … the profit more easily follows.

When your focus is about profit primarily, it can be more difficult to create a quality product.

Follow your passion. 

Lead with your passion.

Build something driven by your passion.

🟦🟦🟦
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🔥 *Breaking News* 
Do you know when these robots are coming to your town?

If you love tech and you love robotics like I do, then you'll love to hear this!

*2 min read*

A US company, Boston Dynamics has announced a new humanoid robot coming to market (initially for commerical use).

Key Takeaways:

🟦 Announcement of Retirement and Introduction: The company announced the retirement of the hydraulic Atlas robot and introduced a new fully electric version designed for real-world applications.

🟦 Evolution of Atlas Program: The new Atlas builds on decades of research, enhancing the company's commitment to delivering highly capable, mobile robots like Spot and Stretch, now joined by Atlas for addressing industry challenges.

🟦 Historical Context: A decade ago, the company was among the few investing significantly in humanoid robot R&D. The landscape has since evolved, and their robots like Spot and Stretch have been commercially successful.

🟦 Partnership with Hyundai: The journey of the next-generation Atlas begins with Hyundai, which will provide a testing ground in their advanced automotive manufacturing facilities.

🟦 Focus on Real-World Impact: The company plans to extend the commercial success seen with Spot and Stretch by collaborating closely with select innovative customers, starting with Hyundai, to refine Atlas applications.

🟦 Enhanced Capabilities: The electric Atlas will feature greater strength and a broader range of motion than previous versions. It includes advancements over the hydraulic Atlas, such as improved lifting capabilities and new gripper variations for diverse tasks.

🟦 Software and AI Innovations: Recent advancements include new AI and machine learning tools, enhancing capabilities in simulation, model predictive control, reinforcement learning, and computer vision. This ensures efficient operation and adaptation in complex environments.

🟦 Orbit™ Software Launch: The company launched Orbit™ software, a centralized platform for managing robot fleets, site maps, and digital transformation data. Initially available for Spot, it will also support Stretch and Atlas.

🟦 Long-Term R&D and Innovation: The Atlas robot's development is a continuation of over a decade of innovation in humanoid robotics, including previous projects like PETMAN and HD Atlas performing tasks like parkour.

🟦 Design Philosophy: While maintaining a humanoid form, the new Atlas is optimized for efficiency in completing tasks, moving beyond human physical limitations to address the most challenging tasks in real-world settings.

🟦🟦🟦
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It's time to toss it ...

(You've used it for a while and it worked)

And now the tape and glue needs to go.

Especially when they were used on the symptoms of your issues.

Your business can't be held together by a series of fixes strung together with tape and glue.

Your business also can't scale on a fragile foundation.

Investors will notice.

Partners will notice.

Clients will notice. 

Because while it may be easy to jump to a solution before understanding the underlying root causes of the problem in front of you ... that quick fix only provides short term relief (if you are lucky).

Solutions that address symptons and not root causes are often short lived.

I've spent my career identifying the root causes behind problems and working with businesses to identify and solve them with lasting solutions so you don't feel like you are in a never ending game of "whack-a-mole".

Do you feel like the "glue and tape" can't hold things together anymore?

Send me a message here and let's talk. 🤝

🟦🟦🟦
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Mmm … Make Metrics Move

Progress is satisfying!

Hitting your targets in satisfying!

Exceeding your targets is satisfying!

So ask yourself …

Are you satisfied?

Are your Startup Advisors …

Making Your Metrics Move?

Guiding you?
Inspiring you?
Motivating you?
Making introductions?
Helping you get clients?
Facilitating innovative marketing?
Keeping you informed of the market?
Helping you to avoid costly oversights? 
Showing you ways to manage expenses?

If you are not moving at the pace you want.

If you are not getting the results you need.

Maybe it’s time to review who’s part of your board and advisory team.

Don’t have an Advisor? 

Let’s talk!

Have lots of Advisors but not lots of progress?

Let’s talk!

🟦🟦🟦
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☝️When you change 1 word …

You can change your world!

Why?

The things you tell yourself that you MUST do are much more likely to get done than …

the things you tell yourself that you SHOULD do.

🟡 I SHOULD talk to my ideal clients to get their feedback before launching a major product feature for them.

🟢 I MUST talk to my ideal clients to get their feedback before launching a major product feature for them.

Do not underestimate the amount of influence you have on yourself.

When you switch your language around some of your action items from optional to requirement … you set yourself up for better outcomes.

AND remember that great products are built based on feedback from actual and prospective clients.

👆This statement above … ALWAYS a MUST.

🟦🟦🟦
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