Your business becomesbetter organised.
We improve your processes, introduce suitable software and help your team make the change.
- 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 can start at the stage that fits your current situation.
How we work
Process optimization for SMEs: from workshop to rollout
We assess your starting point, improve processes and support implementation in your business.
- Station 1 of 4
Workshop & assessment
We assess where your business stands and which projects should come 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
We train your team and check how the new processes work in daily use.
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.
Property Management
Inquiry processing 3× faster
Technical Wholesale
Four locations, one unified process
Tax Advisory Firm
Onboarding from 4 weeks to 5 days
Results from our projects
projects across the DACH mid-market
less time spent on core processes
faster inquiry processing
client satisfaction post-project
Who does this
Who you’ll work with and how we work.
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
We implement one process and check how it works in day-to-day use.
Expansion
We apply what works in the pilot to other 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.
From analysis to implementation
We document your processes and work with your team to put the agreed improvements in place.
We stay until it works
We support the change, check actual usage and help resolve the problems that remain.
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.
Start with one process
We test improvements in a limited area first, then apply what works to other processes.
Latest Insights
Practical articles on processes, AI and transformation.
The chain closes
- 1Workshop & assessment
- 2Transparency & bottlenecks
- 3Digitalise & automate
- 4Embed & sustain impact
Where would you like to start?
Let’s discuss the process that is causing you extra work.
Let’s talk about your processes
In 15 minutes we find out whether we can help.
The first call is free, with no obligation. We reply within 24 hours.