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Station 1 of 4

Digital Transformation Strategy

Which digital transformation projects are worth pursuing in your business? We assess your starting point and create a roadmap with priorities, responsibilities and the effort required. We can also support implementation.

Station 1

Duration
1-2 weeks
What you get
  • Digital maturity report
  • Prioritised initiative list
  • Digital roadmap with governance

What happens in station 1, workshop and assessment?

Station one of the Optima process chain establishes where a company stands digitally today, what holds it back and what pays off first. It takes one to two weeks and comes first because every later decision about tools and automation builds on this assessment. The work happens with the people who run the processes every day, not only with management: effort and friction are visible where the work actually takes place. What is recorded is the state of the systems, how they are really used, and the initiatives already being discussed inside the business.

Three documents remain with the company afterwards.

  • The digital maturity report places the current state in context.
  • The prioritised initiative list names the projects in order of benefit.
  • The digital roadmap sets out who decides what, and by when.

Anyone who already knows which process is stuck can also enter directly at station two. The chain is a recommendation, not a gate.

Context

47%
of Austrian SMEs have no formalised digital strategy, they decide reactively, often under sales pressure (WKO Digitalisation Barometer).
45%
higher revenue growth is achieved by companies with a clear digital strategy compared to those acting digitally reactive (McKinsey Digital).
Rank 10
Austria holds in the EU Digital Economy and Society Index (DESI 2023), room for improvement especially in the SME segment.

Why strategy must come before technology

Many companies start with the technology: 'We need AI.' Or: 'We need to move to the cloud.' This leads to expensive, isolated point solutions without strategic coherence. We start differently: with an honest assessment of where you stand and the question of which technologies will genuinely advance your specific company.

Our approach

A roadmap your business can put into practice with the resources available

  1. Digital Maturity Assessment

    We review your processes, software and available data. With your team, we discuss what works well and where daily work gets held up.

  2. Strategic Priorities

    Not everything can happen at once. We help you identify the initiatives with the greatest leverage, measured against your specific business objectives and available resources.

  3. Roadmap Development

    We plan the next 12–24 months with milestones and responsibilities. The roadmap also shows which projects depend on each other and how much time your team needs for them.

  4. Governance & Resources

    Who makes which decisions? What resources are needed when? How is progress measured? We create the structures that enable consistent implementation.

  5. Implementation Support

    We coordinate projects with the people responsible in your business. When decisions are pending or work stalls, we agree on the next steps and adjust the plan.

On AI

AI as a tool in the digital strategy

Generative AI and AI-powered workflows are changing what mid-sized companies can achieve, document processing, customer service automation, data-driven decision-making. We help you assess where AI creates concrete value for your company and where it currently doesn't justify the hype. AI is evaluated in your roadmap as one of several tools, not as an end in itself.

What you receive

Digital Maturity Report

Honest assessment of strengths, gaps and benchmarks.

Prioritised Initiative List

Top measures evaluated by impact and feasibility.

Digital Roadmap

12–24 month plan with milestones, dependencies and resource requirements.

Governance Framework

Decision structures, roles and steering mechanisms for implementation.

AI Potential Analysis

Assessment of concrete AI use cases for your company, with realistic effort-benefit estimates.

From the field

Austrian manufacturing SME · ~150 employees

The company was working with a patchwork of Excel, an outdated ERP solution and isolated point tools. Under pressure from a supplier, the purchase of an expensive AI solution was imminent. After a digital maturity assessment and joint strategy development: an 18-month roadmap, consolidation onto a modern ERP platform as the core, AI use cases clearly defined and planned for phase 2, with a realistic business case rather than gut feeling.

Frequently asked questions

Where does your company really stand digitally?

In an initial conversation we give you a first, honest assessment. Free and without obligation.

Schedule initial consultationBack to: Our Approach