Berteig Leadership Team

Our leadership have been working together for many years, even prior to the establishment of Berteig Consulting. This long relationship has allowed us to become a highly effective team. We strive to build a business based on love as the strongest driver of change, truthfulness as the foundation of all progress, and consultative decision-making with an emphasis on what is right vs. what is expedient.
Mishkin Berteig

Mishkin Berteig President and Co-Founder

Mishkin is a co-founder of Berteig Consulting and has 20 years of experience working in Agile environments starting as a technical contributor and now as a Leadership Team coach for our client organizations. Mishkin is dedicated to innovation and operational excellence and facilitates the continuous improvement culture so important to BERTEIG. Mishkin has written over 750 articles on Agile Advice. Mishkin founded BERTEIG in September 2004.

Mishkin Berteig has been training, coaching and consulting for organizations adopting Agile since 2001.  Mishkin co-founded Berteig in 2004.  Mishkin is committed to helping individuals, teams and organizations apply Agile to transform their way of working.

Mishkin has assisted organizations of all sizes to make the transformation from traditional methods to Agile methods (Extreme Programming, Scrum, Lean, OpenAgile®).  Assistance includes Agile culture change, Agile change management, executive management coaching, Agile management, Agile product, project and operations management, Agile teamwork and Agile engineering practices.

Mishkin has developed and delivered Agile training both in public and in-house seminars for over 5,000 people in Canada and abroad.  Courses have been as short as three-hour intro-style and as long as five-day boot-camp-style, and audiences have ranged from junior team members to senior executives.  Mishkin has been a Certified Scrum Trainer (CST) since 2005.

Mishkin maintains a popular blog, Agile Advice, with hundreds of articles about agile methods.

Experience Summary

  • Over 20 years practising, managing and coaching Agile Process and Development
  • Over 11 years experience teaching Scrum (and Agile) in a classroom
  • Over 8 years experience applying Agile outside of technology environments

Publications

2018


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2014


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Presentations

Leadership Agility – Luck, Love and Truthfulness” – 20181011 – Agile North Meetup

Agile Architecture Master Class” – 20180515 – Private Client

Scrum vs. Kanban vs. ADKAR vs. Kotter – Which Is Best For You?” – 20171031 – Global Scrum Gathering Dublin

Real Agility for Everyone” – 20170921 – Private Client

Doubling Productivity with Real Agility” – 20170613 – Project Management Institute SWO Chapter

Launching Agile Teams – The Skills Matrix” – 20161114 – Toronto Agile Conference

Melanie Andersen

Melanie Andersen Chief Financial Officer and Chief Operating Officer

Melanie is a co-founder of Berteig Consulting Inc and worked behind-the-scenes for several years before taking the formal CFO and COO role in January of 2014. Melanie brings financial discipline and strong focus on efficiency to Berteig.

Melanie Andersen, as Chief Financial Officer, monitors and manages the financial health of Berteig. She also helps with all the small, yet important details in running a business smoothly as our Chief Operations Officer, general office manager and executive assistant to Mishkin Berteig. If you have a problem that needs solving or a question that needs answering, please don’t hesitate to contact her. Melanie founded BERTEIG in September 2004.

“I absolutely love my work and the amazing team of people I work with.”

Melanie oversees and manages the finances of Berteig including invoicing, accounts receivable, payroll, bookkeeping, reporting and investing. She serves our clients by assisting with receipts, refunds, payments and invoicing.  Melanie’s money management skills helped Berteig survive its early years as a small business, created financial stability, and over a decade later continues to help Berteig grow and thrive. As a partner, Melanie enjoys co-creating and guiding the future direction of Berteig and continuously learning more about leadership, culture and high-performance teams.  Melanie has been busy lately overseeing the rebranding of Berteig.

Melanie homeschooled her four children for thirteen years. She’s a trained Montessori teacher, a trained doula and has a university degree in Psychology.  Her ongoing interests include knitting, gardening, and healing through nutrition.

Melanie spent a year in the Marshall Islands creating a youth social development project which served to address gang violence in the country. She then went on to study education at the University of the South Pacific in Fiji while continuing her work with Pacific Island youth communities. Melanie continues to be passionate about supporting vulnerable women and children around the world.

Travis Birch

Travis Birch Partner, Accredited Kanban Trainer, Principal Consultant

Travis Birch has extensive experience in consulting, coaching and facilitation in organizational transformation and team building methods since 2008, with a focus on Agile methods. Travis is highly committed to helping transform people, process and culture in organizations. Travis brings patience, integrity and sensitivity to others as personal qualities to his work with organizations. Travis is an Accredited Kanban Trainer (AKT), a Kanban Coaching Professional (KCP), a Certified Scrum Professional (CSP), and a certified SAFe Program Consultant (SPC). Travis has contributed dozens of articles to Agile Advice over the years and is currently working on three separate books about Kanban. Travis joined BERTEIG in July 2008.

In 2007, Travis’ classical ballet career was ended by injuries. He figuratively fell off the stage and into a Scrum class. He began his new career as an apprentice Scrum trainer under the mentorship of Mishkin Berteig. That soon lead to training and consulting engagements with the likes of Blackberry and Royal Bank of Canada. He would go on to lead engagements with the Government of Ontario, LoyaltyOne and Telus.

Travis has over a decade of hands on experience helping leaders and organizations achieve business agility, fitness and survivability, customer focus, service-orientation, sustainability, flow of customer value and continuous improvement. Provides pragmatic, evidence-based advice and employs data-driven and humane methods and techniques that enable people and organizations to evolve their own solutions and processes towards success in their own unique business contexts.

Travis considers Kanban’s systematic yet humane approach to evolving organizations a key differentiator to other organizational change approaches. Travis brings curiosity, enthusiasm, respect and empathy to his work as a trainer and consultant.

Select Client List:

  • Banking: Scotiabank, BMO, RBC, CIBC, TD, Hometrust
  • Insurance: Great West Life, Sun Life, The Economical Insurance Group, Alberta Motor Association
  • Other Financial: CapitalOne, Mastercard, Healthcare of Ontario Pension Plan, LPL Financial, Zomaron
  • Loyalty: Loyalty One, Aimia
  • Telecom: Telus, Bell Canada, Blackberry (RIM)
  • Charitable: Sick Kids Foundation, World Vision Canada
  • Canadian Tire, Honda Canada, DealerTrack, Government of Ontario, Bruce Power, MyPlanet Digital, Platinum Edge

Certifications and Accreditations:

Accredited Kanban Trainer (AKT), Kanban Coaching Professional (KCP), Kanban Management Professional (KMP)
SAFe Program Consultant (SPC4)
Certified Scrum Professional (CSP), Certified Scrum Master (CSM), Certified Scrum Product Owner (CSPO)
Professional Scrum Master (PSM1)
Certified Agile Leader (CAL1)
Master of OpenAgile

Testimonials:

“Authenticity and passion is at the core of Travis as a person—qualities that transfer into making him a fantastic Agile Coach. Travis connects with people, understands them and sees their strengths, and is able to bring people to be their best. I have had the privilege to work with Travis as my Agile Coach on an extremely challenging Agile organizational transformation. I could not have asked for a better partner, giving me relevant advice and perspective when I needed it and kicking my… when I needed that too. If you are looking for help or to accelerate your journey as an Agile organization, you should connect with Travis.” – Martin Aziz, Director Agile Practices & Business Transformation, PMO, LoyaltyOne, 2018

“I recently took my Kanban System Design and Kanban Management Professional certifications with Travis as the instructor. His deep understanding of the topics, clear presentation and excellent support throughout the class made the learning experience enjoyable and has made me confident I truly understand 100% of the content. I would recommend him highly as an instructor and as a consultant because of his knowledge, communication skills and his ability to reason things through to solutions that make sense.” – Jim Bennet, Agile and Lean Siz Sigma Strategist, Manager, 2017

BERTEIG Team Members

Our staff of business people and consultants helps us to deliver the power of Real Agility to our clients through our training, coaching and consulting work.
Jerry Doucett

Jerry Doucett VP Training Services, Senior Consultant and Instructor

Jerry Doucett is an Agile transformation advisor with over 25 years of hands-on experience in software and process development initiatives. Jerry has proudly served on numerous enterprise transformations by focusing support on four key success pillars: cultivating in-house expertise on Lean and Agile practices, defining enterprise transformation strategies, building and delivering coaching and training programs, and developing effective relationships between business and IT.

Jerry Doucett is an Agile transformation advisor with over 25 years of hands-on experience in software and process development initiatives. Jerry has proudly served on numerous enterprise transformations by focusing support on four key success pillars: cultivating in-house expertise on Lean and Agile practices, defining enterprise transformation strategies, building and delivering coaching and training programs, and developing effective relationships between business and IT.

For over a decade Jerry has been supporting Agile transformation strategies. On numerous occasions he has served as an integral coach, mentor, advisor and team member on several enterprise transformation leadership teams including several companies with over 50,000 employees.

Jerry has developed and delivered Agile training for over 2,500 people in Canada and abroad. He has been teaching private Scrum classes under license for Jeff Sutherland and Scrum Inc. since 2016. His tailored materials include everything from introductions to advanced role-focused topics, and target audiences from junior team members to senior executives at multinational corporations. He has contributed many blog and online articles over the last few years, and his latest book (published October 2018) is “The Scrum Master Guide to Choosing Retrospective Techniques”.

Certifications and Accreditations:

Accredited Kanban Trainer, Licensed Scrum Trainer, Kanban Management Professional

Scrum Alliance® Registered Education Provider, Certified Scrum Professional

Certified Scrum Master, Certified Scrum Product Owner, Certified Scrum Developer, Professional Scrum Master I

SAFe® Program Consultant, Project Management Professional

Prosci ADKAR® Change Management Professional

B.A.A, HONS, Applied Geography, Economics Minor, Ryerson University

Experience Summary

  • Over 25 years in software and process development initiatives
  • Over 15 years of applying project management practices
  • Over 9 years assisting organizations to leverage Agile and Lean approaches
  • Over 7 years assisting enterprise Agile transformations

Testimonials:

“I wanted to acknowledge Jerry for his support and mentorship as he was pivotal as I on boarded to a new role within a new department and new Scrum team; a team newly formed and new to Agile. Jerry supported the team through training including User Story Writing and Agile estimation workshops among many. During team lift off Jerry identified that both road map and product backlog were missing from ‘delivering value’ stream and as a result we saw a team with constantly changing focus, a large number of product responsibilities and a lack of clarity on priorities. The Scrum process does facilitate changing priorities, but it doesn’t help the team adapt. This was an extremely challenging experience but a tremendous learning opportunity for me as I had guidance and gained key insights from this experienced Agile Enterprise Coach. I am fortunate to have been able to rely on Jerry’s leadership, experience and coaching. Thank you!” – Angeline Lim, Program Implementation Manager at Loyalty One

Publications

2018 – The Scrum Master Guide to Choosing Retrospective Techniques

Book Cover - The Scrum Master Guide to Choosing Retrospective Techniques

(Currently only available on Lulu.com in ePub format.  Click the image for more information.)

 

 

 

 

 

 

 

 

James Steele

James Steele Senior Consultant

James is a seasoned Entrepreneur and Management Consultant with over two decades of information technology and business operations experience in the public and private sectors. James is recognized for his ability to work with organizations in helping them attain their objectives using incremental, evolutionary process, and systems change methods.

James is a seasoned Entrepreneur and Management Consultant with over two decades of information technology and business operations experience in the public and private sectors. James is recognized for his ability to work with organizations in helping them attain their objectives using incremental, evolutionary process, and systems change methods.

His exceptional business acumen and experience have been continuously called upon by companies looking to improve their business and build enterprise software systems. He has a proven track record for successfully managing and coaching teams that deliver enterprise software systems using Agile principles, the Kanban Method, and the Scrum Framework

James is passionate about working with leaders and teams to help them foster a mindset of continuous improvement that is founded upon values of integrity, trust, and respect.

James holds the prestigious Accredited Kanban Trainer designation from Lean Kanban University.

Experience Summary

  • Over 20 years experience working with managers in organizational development
  • Over 7 years in the executive-level position of Chief Technology Officer (CTO)
  • Over 3 years working as a mentor assisting organizations achieve the benefits of Agile
Mark Kalyta

Mark Kalyta VP Sales

Mark has worked to build businesses in the Canadian marketplace for over a decade. Mark joined BERTEIG in August 2017.

With 24 years of sales experience, Mark brings an extensive and successful track record. This includes 12 years consulting, selling, managing and delivering software, platforms & professional services to the Telecom, Government, Insurance, Finance, Energy, Oil & Gas, Retail, Manufacturing and Pharmaceutical industries.

Building and managing a pipeline of opportunities, in both existing base and Net New Name customers, and deliver incremental revenue through upselling and cross-selling efforts.

Highly sales process-driven with a defined, consultative approach, to identify and mark new opportunities.

This includes SWOT Analysis, and by identifying Trends, Implications, Possibilities, Risks, and Solutions to enable Enterprise clients better predict and understand their portfolios, and the solutions that support and drive value for their organization.

Strong research and business case development skills, including analytics, modeling, forecasting, business case development, outlining any financial impact or threats to scope, while providing recommendations both internally with the team and externally with the client.

Strong management of budgetary process, track leading, KPIs, sales forecasting, tracking change management, and billing & invoicing processes to support Sr. Management.

Deep knowledge of Business and IT Services and Solutions, including – Application Development, BPO, IT Security, Cloud, SaaS, Middleware, ERP, Supply Chain services, Agile methodologies, Agile & Scrum Training, IoT, data center services, software lifecycle services, Business and IT Consulting, managed services, delivery processes, delivery of value, cost reduction strategies with a focus on customer experience and service excellence.

Also a Certified ScrumMaster (CSM), Team Kanban Practitioner (TKP), Certified Kanban Systems Design (KMP I), Certified Kanban Management Professional (KMP II).

 

David Vicentin

David Vicentin VP of Consulting Services

David is a Lean Six-Sigma Master Black Belt and process consultant with experience growing consulting businesses. David joined BERTEIG in July of 2017.

David Vicentin has delivered Operational Excellence and Agile implementation for the past 15 years as a management consultant.  His clients come from diverse industries in North America, South America and Europe.

Working at different organizational levels from operatives to senior management, his focus is to achieve sustainably higher results.  David has trained, mentored and coached thousands of people for many businesses, with a focus on increasing personal performance for coaches and improving their business environment, overall.

As an Industrial Engineer, Master in Economics and Finance and Master Black Belt in Lean Six Sigma, his ability to evolve people results in service delivery which increases value, reduces cost and improves both quality and productivity for his clients.

Facilitator of more than 250 projects using DMAIC, DMADV, RCA, Kaizen, FMEA and SCRUM, he focuses on cost reduction, quality and productivity improvements, cash flow improvement and customer satisfaction.

High profile clients include Volkswagen, Saint Gobain, Nortel Networks, Sherwin Williams, Coca-Cola, SITA, HSBC and Rolls Royce.  David has lead projects and workshops in materials/logistics, manufacturing, purchases, finance, sales, R&D and information technology areas.

Experience Summary

Consultant, Coach, Facilitator, and Trainer at all organizational levels.

Over 15 years’ experience in design and delivery training Lean Six Sigma and Agile Methods.

David coordinates and leads projects in many countries.

Specialist in Productivity Techniques, Management Systems and, Finance focused to increase business results.

Pedram Malek

Pedram Malek Technical Consultant

Pedram holds a BSc. in Computer Sciences and has been developing software for over 10 years in a variety of industries and learning to apply Agile principles. Pedram trains and coaches Agile teams to strive for technical excellence using Agile practices to deliver high quality software. Pedram helps teams build technologies that focus on customer’s needs and are responsive to market conditions.

Pedram holds a BSc. in Computer Sciences and has been developing software for over 10 years in a variety of industries and learning to apply Agile principles. Pedram trains and coaches Agile teams to strive for technical excellence using Agile practices to deliver high quality software. Pedram helps teams build technologies that focus on customer’s needs and are responsive to market conditions.

Pedram directs the development of BERTEIG’s core technology that supports our vision and strategy.  When he is not training or coaching you can probably find him designing and building software using the Mongo Express ReactJS Node.js (MERN) framework.  Pedram joined BERTEIG in February 2017.

Forbes Benning

Forbes Benning Agile Coach and Trainer

Forbes Benning began using the Agile philosophy in 2008 and wonders how he ever lived without it. Now Forbes wants to share that knowledge and experience with other teams. He has experience consulting, coaching, facilitation and team building in large enterprise settings. With a focus on methods such as Scrum, Forbes is committed to helping transform people, process and culture in organizations.

Forbes Benning began using the Agile philosophy in 2008 and wonders how he ever lived without it. Now Forbes wants to share that knowledge and experience with other teams. He has experience consulting, coaching, facilitation and team building in large enterprise settings. With a focus on methods such as Scrum, Forbes is committed to helping transform people, process and culture in organizations.

Forbes was active in helping projects succeed for 10 years before becoming a PMP in 2005. He then received certification as a ScrumMaster® in 2008. He is dedicated to sharing this knowledge to help other teams succeed.

Forbes has worked as a ScrumMaster to assist teams in their adoption of Scrum. He has also assisted firms in the financial, gaming and automotive sector with their Agile transformations, including Agile teamwork, Agile project and product management, and Agile consulting and training at the executive level.

Forbes has been a long-time volunteer with the PMI-SWOC. He managed the organization of the regional PMI conference in 2009 and 2010.

Now he is also working on enterprise cloud transformation and has become an AWS Architect (Amazon Web Services) to help with customer journeys.

Select Client List:

Certent, CIHI (Canadian Institute of Health Information), City of Toronto, Finastra (D+H), Government of Ontario, Great West Life, Intuit Canada, Kijiji (eBay), Nutreco, SafeNet, ScotiaBank, Seneca College, TD Canada Trust, Upstream Works, PPI, CoreSolutions, Mostly Digital, Diamond L Healthcare Software Solutions, Gilchrist Games, PMI-SWOC, Autodata, The Ontario Association of Community Care Access Centres, The Ontario Ministry of Environment

Certifications and Accreditations:

Professional Scrum Master I + II (PSM I and PSM II), Professional Scrum Product Owner I (PSPO I)
Certified ScrumMaster (CSM), Certified Scrum Product Owner (CSPO)
Team Kanban Practitioner (TKP), Kanban Management Professional (KMP)
AWS Architect, Project Management Professional (PMP), Certified SAFe Agilist (Leading SAFe)
Bachelor of Arts (History) from the University of Western Ontario

Experience Summary

Over 23 years helping projects succeed

Over 11 years experience helping teams adopt Scrum and other Agile methods

5 years of experience training teams and organizations on Scrum

Testimonials / References

“I thought the class was great with Forbes providing real world examples and experiences.” – Product Manager

Nima Honarmandan

Nima Honarmandan Public Training Coordinator

Nima displays dedication and passion in his work to assist our clients. He has a Master’s degree in Mechanical Design, Materials and Manufacturing Engineering M.Eng and has helped organizations adopt Real Agility since 2013.

Nima is a Certified ScrumMaster® (CSM), Certified Scrum Product Owner® (CSPO), Kanban Management Professional® (KMP), Certified Scrum Professional® (CSP) and Certified Sales Professional® (CSP). Nima joined BERTEIG in March of 2013.

After completing his degree in Mechanical & Manufacturing Engineering, Nima decided to take some time to explore the globe and he worked for an NGO abroad for a few years. He came to the conclusion that he liked helping people a lot and would like to make a career doing that – embracing ‘Agile for business’ was a perfect fit.

After a successful career in Pharmaceutical and Medical Device Sales; Nima has found his passion helping business people get the most out of their staff by empowering them with Agile processes.

Nima is a longstanding member of the BERTEIG team and is committed to helping businesses transform their people, process and culture.

 

Experience Summary

  • Over 15 years of experience in business development
  • Over 12 years of experience in sales and marketing
  • Over 5 years experience helping business adopt Scrum and other Agile methods

Nima is deeply concerned about the well-being of staff and believes everyone has the ability to shine in their role. Nima is focussed on helping organizations think about the return on their investment – in the people they employ – and how this investment will result in improved work performance and happier, more motivated staff.

The BERTEIG Loyalty Program is proudly overseen by Nima as it continues to evolve and offer BERTEIG clients more value.

 

 

Valerie Senyk

Valerie Senyk Writer

Valerie has a BFA, an MA, is Associate Professor in Theatre Arts, and is author of “I Want a Poem”. Valerie now lends her talents serving teams with Agile Improve techniques for team-building. She also does some of the Customer Service and Marketing Operations for BERTEIG. Valerie has written a number of articles on Agile Advice. Valerie joined BERTEIG in November 2012.

Negar Honarmandan

Negar Honarmandan Training Operations

Negar has a BA in English Literature and French Studies and a diploma in Montessori education. Negar supports BERTEIG by ensuring that our sales processes run smoothly and are continually improving. Negar joined BERTEIG in November 2015.

Shradhdha Parsana

Shradhdha Parsana IT Programmer

Shradhdha Parsana has extensive experience write, scalable code in Java, Python, PHP, MySQL, MongoDB, and NodeJs. She is an able developer and has experience building responsive websites and in using JavaScript, HTML, and CSS.

At BERTEIG, Shradhdha is committed to supporting the team by using Agile Engineering practices such as Test Driven Development to make BERTEIG’s websites and apps as high-quality as possible.

Iryna Jagbadi

Iryna Jagbadi Bookkeeper and Office Assistant

Iryna joined BERTEIG in May of 2018. She performs a large variety of daily Accounts Payable and Receivable functions, and many other tasks related to Finance for the company.

Iryna is a Certified XERO Advisor. She also holds Attestation of Collegial Studies in Office Administration from Cégep André-Laurendeau (Québec, Canada) and University degree in Finance from Kyiv-Moguila Academy (Ukraine).

Prior to joining BERTEIG, Iryna worked for one and a half years as an Administrative Agent in ALNNO Accounting and Consulting (Montréal). She also has some entrepreneurship experience. When her son was small and she needed to have a flexible work schedule, she organized Foreign Language Speaking Clubs in Ukraine.

“BERTEIG has become my family. The company gives me freedom that allows me to treat their business as my own”.

Partners & Relationships

We work with trusted businesses to leverage their products and services where we feel this would help our clients even further.

BERTEIG History

Berteig Consulting Inc. was founded in 2004 by Mishkin Berteig and Melanie Andersen. The first major consulting engagement that we had was with CapitalOne in Richmond Virginia. At that engagement we also brought in two sub-contractors. This was our auspicious launch! Since then we have added partners, grown, struggled, and learned a great deal about what it takes to help an organization successfully transform its people, process and culture! Major milestones include:
2004
  • Berteig Consulting Inc. founded by Mishkin Berteig and Melanie Andersen.
  • First major consulting engagement was with CapitalOne in Richmond, Virginia with two sub-contractors.  This was an auspicious launch!
  • Original Logo
2005
2006
Started working with Nortel. This was a hard lesson in cultural momentum.

2007
Started working on the OpenAgile method as a more general-purpose approach than Scrum.

2008
January: Hired Paul Heidema as our first full-time employee.

2008

Minor updates to logo to strengthen it (this logo was used for 7 years!)

2008
August: Sponsored the Agile 2008 conference in Toronto.

2009
Grew too quickly for economic conditions. Hired 4 staff and then had to dismiss 3 staff. That was a bad year.

2010
Great successes with reference accounts Equitable Life in Waterloo, Ontario and Suncor in Fort McMurray, Alberta.

2011
Successful Agile transformation with Workopolis. Re-branded our consulting services as the Real Agility Program.

2012
January: Launched our training portal World Mindware. Began work with AIMIA and Shaw Media.

2012
September: Moved head office to London, Ontario

2013
Hired our first dedicated sales and business development person, Nima Honarmandan.

2014
January: Promoted Travis Birch to Partner (shareholder and member of the board), moved Melanie Andersen into public role as CFO and COO. Launched our Scrum Team Assessment product.

2015
Major re-branding from Berteig Consulting to just BERTEIG (everyone called us that anyway!) and our new logo.

2016
  • Another amazing year for growth
  • To celebrate, we took all our staff and their families to Orlando, Florida
  • Began work with LoyaltyOne – a relationship that would last many years
  • Hired 2 more staff
2017
  • Began another significant rebranding project with tbk Creative
  • A tweak to our logo
  • Hired 4 more staff to help sustain our growth over the last few years
  • The formation of our sales group to help us grow even more
  • Sponsor the Toronto Agile Conference
2018
  • Sponsor the Regional Scrum Gathering in Toronto
  • Hired 2 more staff in the first month of the year because we just keep on growing!