Your business becomesmore efficient.better structured.more competitive.more scalable.future-proof.measurably better.
We redesign your processes and stay until they hold.
50+ projects · 98% client satisfaction · Avg. 30% time saved
Free & non-binding · 15 min · Online or on-site
The path
Four stages, in this order.
- Station 1Workshop & assessment
- Station 2Transparency & bottlenecks
- Station 3Digitalise & automate
- Station 4Embed & sustain impact
You do not have to start at the first one. But you should know where you stand.
How we work
End to end for SMEs
From the first workshop to a system that holds up day to day.
- Station 1 of 4
Workshop & assessment
Where the business stands today, what holds it back, and what pays off first.
What you get
- Digital maturity report
- Prioritised initiative list
- Digital roadmap with governance
Duration: 1-2 weeks
Continue to: Digital Transformation Strategy - Station 2 of 4
Transparency & bottlenecks
Making workflows visible, finding bottlenecks, redesigning processes.
What you get
- Process map of all relevant workflows
- Bottleneck and weak point report
- Documented target process
Duration: 2-4 weeks
Continue to: Process Design & Optimisation - Station 3 of 4
Digitalise & automate
The build: the right tools, clean interfaces, AI automation.
What you get
- Requirements profile and tool comparison
- Business case before the decision
- Pilot report and rollout record
Duration: 4-12 weeks
Continue to: Tool Selection, Implementation & Rollout - Station 4 of 4
Embed & sustain impact
So the team adopts it and the change holds in daily work.
What you get
- Training concept and materials
- Workshop documentation
- Adoption report with follow-up
Duration: ongoing
Continue to: Change Management
Already further along?
Start where it fits you. Each station also works on its own.
From the field
What Austrian companies have achieved with us.
Results that count
projects across the DACH mid-market
less time spent on core processes
faster inquiry processing
client satisfaction post-project
Who does this
People, services, reasons.
How we think
“AI and automation are one tool among many. If all you have is a hammer, everything looks like a nail, we don't.”
How we work together
How working together runs, and what it takes in time.
Initial consultation
15-minute call to understand your situation and goals.
Analysis
We analyze your processes, remotely or on-site.
Pilot
One process, one solution, real results.
Expansion
If successful, we scale to additional processes.
The steps map to our packages: the initial consultation and analysis to Diagnostic & Roadmap, the pilot to the Implementation Sprint, the expansion to the Rollout & Adoption Program.
View consulting packages & servicesWhy Optima?
What sets us apart from other consultancies.
Implementation, not slide decks
We analyze, design, and implement. No report that ends up in a drawer.
We stay until it works
Change management is an integral part of our work. We measure adoption and adjust.
We know family businesses from the inside
Our founder comes from a fifth-generation family business himself. We know the workflows, systems, and decision paths of companies with 5 to 500 employees, including through generational handovers.
Fast to deploy, built to last
No months of concept work. We start with what creates immediate impact and build from there.
Latest Insights
Practical articles on processes, AI and transformation.
The chain closes
- 1Workshop & assessment
- 2Transparency & bottlenecks
- 3Digitalise & automate
- 4Embed & sustain impact
You have just walked the path.
Now for real, in your own business.
Ready for better processes?
In 15 minutes we find out whether we can help.
No sales pitch. No hidden costs. Response within 24h.