ABOUT CSI

Our humble history started in 1996. The company was founded as CSI Business Diagnostics by entrepreneur-researcher, author and lecturer Jerry Tarasofsky and Dr. Max Garfinkle, Ph.D. in Psychology from Columbia, and Berkeley University. Both researchers were aware of the inadequacy of business evaluations based mainly on the analysis of the financial balance sheet, which, by definition, reflects the past situation.

Our two researchers then embarked on a large-scale meta-research project that reviewed all existing business diagnosis and analysis approaches. This meta-research resulted in the development of a method to measure the intangible value of the company and its potential for the future. However, developing the new methodology required an investment of 44,000 person-hours. This research will culminate in a tool called the MRI for Business.

Finally, in collaboration with senior executives in several major companies, Max and Jerry could have their efforts critiqued and eventually validated. CSI Business Diagnostics then applied with precisions its diagnostic methodology to a varied and prestigious clientele that includes the big names of the Fortune 500 and the Financial Post 500: Pfizer, Team Microfix, Bayer, Hallcon, NOVACAP, Toshiba, GE Healthcare, L’Oréal, DuPont de Nemours, Société d’exploitation de la Tour Eiffel, etc.

Jerry Tarasofsky recorded twenty years of accumulated results and field experiences in 2016 in a book entitled “The HALO Effect: High-performing, Agile, Learning Organizations”, available on Amazon.

WHO WE ARE?

Since 2021, M. Serge Bouchard, CEO, has led the CSI D&A team with 30 years of experience in Entrepreneurship, Marketing Strategy, Sales, and International Development.

Serge is also the founder of the first Advanced Manufacturing Canada Forum in 2015. http://canadamakes.ca/advanced-manufacturing-canada-montreal/

Former Executive Director of the Association of Enterprises in Industrial Automation. (Regroupement des Entreprises en Automatisation Industrielle) the  https://reai.ca/en/

Serge plays a vital role as a Spokesperson for industrial robotics to benefit various manufacturing industries, like aerospace, and associations, for provincial and federal governments.

Member of numerous boards of directors, including the CCICC of which he is a co-founder.

CSI Diagnostics is currently managed by Lumina Diagnostics and Analytics. The two companies will eventually merge in 2022.

OUR REFERENCES

“Long before analytics, data and customer insights were buzzwords that every brand was trying to use, understand and improve upon, there was Jerry Tarasofsky. He’s one of the first original thinkers to match what people are doing (online and offline), and figure out what it means for a business to grow. Finally, he’s taken that learning and it applied to businesses. The Halo Effect is a must-read if you’re trying to understand what your brand must be doing today to be alive tomorrow (and for years to come).”

MITCH JOEL

President mirumagency.com – Author, Six Pixels of Separation

“The report was tremendously helpful and provided insight as to how we can continue to raise the bar on service.
Moreover, it allowed for some great customer conversations.”

Brian Fielkow, CEO Jetco Delivery – 2019 most respected CEO award winner Houston region

“It is not a mystery that Business glory emanates from three magical ingredients: People, Process, Structure. Yet, exactly how to take those three ingredients to create a high performing agile learning organization is something of a mystery. In The HALO Effect, Jerry helps solve that problem and puts you on a path to non-normal profitability!”

AVINASH KAUSHIK

Author: Web Analytics 2.0,Web Analytics: An Hour A Day: Digital Marketing Evangelist: Google

“The best companies worry more about keeping up with customers’ expectations than with competitors. Those companies know that no company is ideal, yet striving to be ideal is the key to high performance. Jerry Tarasofsky coined the acronym HALO for Higher-performing, Agile, Learning Organizations©. Your company can benefit from The HALO Effect. If you are an executive who wants your company to remain relevant and vibrant you should put down whatever else you are doing and read this now.”

BRYAN & JEFFREY EISENBERG

New York Times and Wall Street Journal bestselling authors and co-founders of Buyerlegends.com. Also writer of the book “Be Like Amazon”.

“We’ve now applied The MRI for Business diagnostic three times on our company. The process was simple, the support available at all times and the results proven to be extremely useful, allowing us to initiate effective action plans. We value repeating the process to evaluate the success of our initiatives. It has been extremely beneficial in the continued growth and success of our business, and we plan on continuing its use in the years to come.”

Gabriel Boardman, VP Marketing, MIP Inc.

“THE MRI for Business diagnostic from CSI Diagnostics is an excellent independent way of looking at the overall health of a business. We used it in our due diligence to validate customer perception on each of our targeted acquisitions. The MRI for Business diagnostic identified the areas of opportunities within these potential acquisitions. This gave us further insight on what areas we could use our own capabilities to drive improvements or bring in other resources once the deals closed.”

Nicholas Whitley, Chief Executive Officer at KDC/ONE

Nicholas Whitley has served as President and Chief Executive Officer since January 2013, having joined the company at a time when it was primarily …

“While researchers have been seeking a silver bullet to help businesses spur growth, Jerry Tarasofsky has been out in the field helping organizations figure out how to measure and grow their essential capabilities. The HALO techniques outlined in this book distill the wisdom he’s gained through the years. Business owners seeking both growth and excellence will both enjoy and profit from reading The HALO Effect.”

Brian King, Professor, HEC Montréal

Previous clients

Find out how our CSI Diagnostics & Anayltics approach can

complement the balance sheet in a due diligence business