Our Approach

How we work with you

We support your digital transformation in four areas: Processes. Tools. People. Strategy.

See the four stations

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.

How we work

Pilot: Fast to first result
AT + EU: Our area of operation
500+: Employees guided
2024: Operating from Vienna since

What is the Optima process chain?

The Optima process chain is a four stage method by which Optima Solutions guides digitalisation projects in small and mid sized companies from beginning to end.

Station one is workshop and assessment: where the business stands today, what holds it back, what pays off first.
Station two is transparency and bottlenecks: making processes visible, finding the constrictions, redesigning the flow.
Station three is digitalisation and automation: selecting suitable tools, building clean interfaces, applying AI automation where it carries weight.
Station four is embedding and securing impact, so the team adopts the new way of working and it survives everyday pressure.

Every station ends with documents the client keeps, such as a maturity report, a process map or an adoption report. The order is not a formality: process work precedes the tool question, because an unresolved process does not get better through software, it gets wrong faster. The chain is a recommendation and not a gate, and clients can enter at any station.

Station 1 of 4