Executive Operating Experience, Applied to Modern Work Systems

Trevor Frank Consulting is a founder-led practice built on more than 20 years of experience running professional services, delivery, and operations organizations in enterprise software and SaaS environments.

20+

Years in enterprise software & SaaS services leadership

$5M+

Services P&L ownership across multiple organizations

Global

Delivery frameworks and cross-functional operating models

North
America

Based in Canada, serving SMB to enterprise organizations

Senior operating experience behind practical systems design

Trevor Frank is a Professional Services and Delivery executive with more than 20 years of experience helping software and technology organizations build stronger operating models, improve execution discipline, and scale customer-facing teams.

He has led Professional Services, PMO, Partner Success, and service delivery functions across companies including BlackLine, Rimilia, VersaPay, Strongpoint, Ceridian / Dayforce, and NetSuite.

Across these roles, Trevor has owned services P&Ls, standardized delivery frameworks, developed packaged service models, supported AI-enabled product adoption, improved cross-functional handoffs, and guided organizations through periods of growth and integration.

The work most consultants skip

Most Notion implementations, AI pilots, and workflow redesign projects fail not because the tools are wrong, but because the operating model was never properly designed. Someone built a workspace before understanding how work actually moves. Someone deployed an AI tool before the underlying process was structured.

Trevor Frank Consulting was built to address that gap — bringing executive operating experience and implementation discipline to help organizations make the shift from fragmented activity to dependable execution.

"The work is not about building attractive workspaces in isolation. It is about understanding how organizations actually operate, locating the friction, and implementing systems that support reliable execution."

How every engagement is approached

Start with the operating problem

Every engagement begins with understanding how work actually moves — not how it is supposed to move. The right solution depends on an honest diagnosis.

Build only what the business can use

Complexity for its own sake creates maintenance burden and drives abandonment. Every design decision is tested against whether the team will actually use it.

Structure information before layering in AI

AI performs reliably when it operates inside structured workflows with consistent inputs and defined decision points. Structure must come before automation.

Design for adoption, not demo value

A system that looks impressive but goes unused within 60 days is a failure. Good design anticipates how real people will actually interact with the system under real conditions.

Prefer a focused first win

One well-executed workflow improvement builds more trust and momentum than a broad transformation program that takes 18 months to produce anything measurable.

Measure what changes

Every engagement includes a view of what success looks like before the work begins — cycle time, adoption, output quality, or leadership visibility. Outcomes are tracked, not assumed.

Notion Academy credentials

Formal certification across Notion's core skill tracks — from workspace foundations through to advanced system design and workflow automation.

Certifications issued by Notion through the Notion Academy.

Types of organizations we work with

Software & SaaS Organizations

Scaling delivery, customer success, and professional services operations in high-growth environments.

Professional Services Firms

Delivery teams managing client work, internal coordination, and operating discipline across multiple engagements.

Financial Services & Fintech

Operations teams with compliance requirements, structured workflows, and a need for governed AI adoption.

Operations-Heavy Businesses

Organizations where execution quality depends on consistent processes, clear handoffs, and reliable information flow.

Work with Trevor Frank

A discovery call is a straightforward starting point — 30 minutes to discuss your operating situation and whether there is a good fit.