Current-state audit
An inventory of your tools, data and workflows. We spot duplicates, double entry and weak points.
Services · Consulting
Digital transformation consulting, minus the jargon
Digital transformation consulting helps you decide before you invest: where your tools stand, what’s holding you back and what to fix first. You walk away with a clear roadmap.
The service
What our digital transformation consulting covers
Business owners shouldn’t need to become IT experts to make good calls. Our job is to turn your goals into concrete choices: keep, replace, connect or build.
Consulting can be a one-time engagement. It can also lead to SaaS integration or custom software, but only when that’s genuinely the right answer.
- An outside, independent view
- Recommendations you can follow
- No solution pushed on you
Scope
Consulting engagements
Depending on where you are, one or several of these.
Roadmap
Actions ranked by priority, with their dependencies and the decisions on your side.
Vendor and solution selection
Options compared, a requirements document drafted, proposals reviewed with a critical eye.
Project oversight
Coordination with your vendors, regular check-ins and a close look at what gets delivered.
Security basics
A review of access, backups and everyday habits. Exact scope defined case by case. to be confirmed
Advice for individuals
Picking software, organizing your tools, preparing a personal project before handing it to someone.
Who it’s for
Who this service is for
The same rigor, with the right level of detail.
Businesses
Owners of small and midsize businesses, freelancers and nonprofits who want to clean up their tools or plan an investment.
- Before switching software
- After fast growth
- When tools slow your team down
Individuals
People with a project who want a straight answer before they commit or spend.
- Before building a website
- Before choosing software
- To make sense of a quote
How it works
How a consulting engagement runs
The first two stages of our approach are the heart of consulting.
-
Kickoff call
You walk us through the situation, we ask the uncomfortable questions, and we agree on scope.
- Goals
- Constraints
- Stakeholders
-
Audit
Interviews, a review of tools and data, and a look at how work really gets done.
- Inventory
- Pain points
- Risks
-
Roadmap
A written and verbal debrief: what to do, in what order, and why.
- Priorities
- Options
- Decisions to make
-
Next steps
Run the plan yourself, with your vendors or with us. Your call. The full process is laid out in our four-stage approach.
- Self-serve
- Light-touch oversight
- Full delivery
Deliverables
Typical deliverables
Tailored to the scope of the engagement.
- Audit report
- Map of your tools and data flows
- Prioritized roadmap
- Solution comparison
- Requirements document
- Walkthrough of findings with you
FAQ
Consulting questions
Do I need technical knowledge for an audit?
No. You know your business; we handle the technical side. The report is written for a business owner, not an engineer.
Are you tied to any software vendors?
Our recommendations are based on your needs. If an existing product fits better than custom work, we’ll say so.
Does consulting lock me into the next phase?
No. The roadmap is yours. You can carry it out with whoever you like.
Can you review a quote from another vendor?
Yes. A critical review of a proposal is one of the engagements we offer, especially before a major commitment.
Take stock of your tools
Tell us where things stand. We’ll suggest a scope that fits.