BizOptima Insights Consulting Partners
With decades of experience, our team brings thought leadership, strategic planning, and smart road mapping to guide businesses through every stage of growth.
We pair agile problem-solving with seasoned leadership and just the right touch of wit to cut through complexity and keep momentum strong.
From leadership development and process improvement to project management, reporting, training, and call center leadership, we align every solution with your goals. By focusing on quality, efficiency, and results that last, we help you scale with clarity and confidence—so growth feels seamless, not stressful.
Experienced. Dynamic. Trusted. Growth-focused
Colleen Liebson
Strategy, Growth, Op Ex | President- BizOptima Insights
An OpEx thought leader and seasoned executive, Colleen helps businesses scale with confidence. Known for her strategic vision, people-first approach, and Six Sigma expertise, she transforms complexity into clarity and builds high-performing teams that deliver lasting results.
Bob Bousquet
Strategy & Op Ex | Consulting Partner
A trusted leader in operational excellence and change, Bob blends strategic clarity with a customer-centric, people-first approach. Certified in Lean Six Sigma and Change Leadership, he is known for turning complex challenges into practical, scalable solutions that drive sustainable results.
Michelle Provorny
Marketing Communications | Consulting Partner
Michelle Provorny is a communications and marketing strategist with more than 15 years of experience driving internal, external, and transformation communications. She specializes in translating complex initiatives into clear, compelling narratives that strengthen engagement and support organizational change. Michelle has built communication functions, established governance frameworks, and advised senior leaders through periods of significant transformation. Her work spans executive messaging, digital strategy, video, podcasts, and cross-channel storytelling that elevates clarity and consistency across organizations.
Kelly Fortin
Customer Success | CRM Optimization Consulting Partner
Customer Success and Operations consultant with 10years of experience in SaaS, telecommunications, and marketing technology. Proven track record in client retention, CRM optimization, onboarding processes, and cross-functional delivery. Previously held senior and enterprise-level Customer Success roles at Sitecore, Sonar, and CallRail.
Courtney Dubin
Innovation Expert | Digital AI Tools | Consulting Partner
Courtney Dubin is an award-winning innovation leader (including an SAP Innovation Award and a Fast Company Innovation by Design finalist) with deep experience in community-driven design, digital transformation, and change management inside complex ecosystems. She’s designed and scaled human-centered products and programs that strengthened communication, belonging, and outcomes across diverse industries and stakeholders. Courtney’s cross-functional work lives at the intersection of strategy, research, and execution, improving systems and operations by co-designing with key stakeholders to translate their lived-experience into meaningful, sustainable solutions. In 2025, Courtney also served as a jury member for the Women in AI Awards North America. Her work focuses on clarity, trust, and behavior change, using technology to enhance humanity, not replace it.
Kathleen Sheehan M. Ed
Training |Content | Consulting Partner
A Learning & Development Guru with a proven track record of building impactful programs for Fortune 500 leaders and teams. Kathleen makes learning practical, engaging, and sustainable—helping organizations unlock potential and perform at their best.
Eric Franco
Executive Coach | Consulting Partner |Author
Executive coach, business psychologist, and author of The Introvert Ninja, Eric helps leaders simplify complexity and lead with confidence. A Professional Certified Coach (PCC) and host of the Business Leaders of America podcast, he’s known for blending sharp insight with practical strategies that move organizations forward.
Eric Wellman
Strategy & Operations | Consulting Partner
Eric Wellman is a strategy and process transformation leader with deep experience in insurance and healthcare. He partners with leaders and frontline teams to align strategy with execution through Lean process optimization, KPI design, and practical facilitation. Known for simplifying complex work and building internal capability, Eric helps organizations achieve measurable results that last.
Team Snapshot
Strategy + Execution in One Team
We don’t stop at recommendations. Our consultants are known for turning strategy into action—working side-by-side with leaders and frontline teams to deliver results that actually stick.
Proven Results Across Complex Industries
From healthcare and insurance to IT, data, and operations, our team has delivered tens of millions in savings, faster cycle times, and scalable systems in highly regulated, high-stakes environments.
Experts Who Teach, Not Just Fix
We build internal capability while solving today’s problems—leaving teams stronger, more confident, and equipped to sustain improvements long after the engagement ends.
Work With Us
At BizOptima Insights, we simplify the complex so leaders can focus on what matters most. We diagnose the real challenges holding your business back, then build tailored solutions that create clarity, sharpen processes, and strengthen people. Our approach isn’t about one-size-fits-all quick fixes—it’s about lasting results that fit your culture, your goals, and your reality. By aligning leadership, streamlining operations, and equipping teams, we give CEOs and executives the confidence to lead with clarity, control, and momentum for sustainable growth.