Digital Transformation
Transformation starts with clarity. We map how work gets done, review your systems and data flows, and identify the few changes most likely to move your metrics. You get a clear understanding of how your teams do the work, with a tech stack build to help, not hinder, progress. We work with executives and frontline teams so the change sticks where value is made.
What’s included
This is hands-on change, not report packs. We work with action-based and task-oriented teams to make the work simpler and more consistent.
Shared understanding
- A focus-group session with all-stakeholders to map how work really happens.
- Written outputs turned into a clean process map and simple
- Agreed boundaries and challenges together with named owners for each step.
Data and tools aligned
- Priority data points catalogued (what fields matter, where they live, who maintains them).
- Review of your systems and the changes needed to support today and future growth.
- First connections configured and tested (e.g., CRM ↔ documents/e-sign, CRM ↔ finance where relevant).
- Tech stack organised for the flow we’re improving (no tool swaps unless agreed).
System adoption, not just implementation
- Pipeline configuration, key properties, and required fields set up as required by all teams involved.
- Digitisation of offline processes and data, ensuring one source-of-truth.
- System(s) setup and aligned to your unique business process and workflows.
- Short show-and-tell sessions for the team; quick guides in plain English.
- A local point person per team with a simple checklist.
Real-time business insights and reporting
- A focus-group session with all-stakeholders to map how work really happens.
- A set of live views (e.g., current revenue, forecast, pipeline status) to support day-to-day decisions.
- No more manual excel reports, with time-delays and questions as to where the data comes from.
- 90-day run plan: next actions, owners, and check-ins.
Check ins
- Short Q&A sessions (weekly or fortnightly as needed) to remove blockers and refine.
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Ad-hoc insight reviews only when useful — no standing monthly report pack by default.
Latest Insights
How the process works
Discover
Short interviews + a longer focus-group session to map the work.
Design
Prioritise fixes, agree boundaries and owners, cost the first steps.
Deliver
Connect the first flows, set up the pipeline and intake, run short sessions, start check-ins.
Common questions we’re asked
Do you perform a business and systems review?
Yes. Our strategy work includes a structured review of business workflows and systems. You receive a current-state map, a systems inventory and data-flow diagram, a risk and gap list, and a costed roadmap.
How long does it take?
It depends on scope and access, but usually this can be done in 1-2 weeks. After discovery, we agree realistic milestones and success measures. Many teams start quick wins in the first phase, with larger changes following a phased plan.
Which tools do you work with?
We are vendor-agnostic, but our preferred CRM is HubSpot. We work with common CRM, finance, docs, data and workflow tools. If a bespoke build is required, we bring in a specialist partner.
What access do you need?
Stakeholder time for short interviews, read-only access to key systems or exports, and permission to observe workflows where helpful. We keep data handling simple and documented.
Do you only work with the C-suite?
We align with executives and work closely with frontline teams, where value is realised. We bridge the gap between the execution and strategic teams.
Transform your digital approach.
We will confirm scope, timeline and targets after discovery.