Consultant Digitalisation

From paper, mail and shared drives to processes that hold. One process, one tool, one owner.

A digitalisation consultant to move off paper, mail and shared drives onto processes that hold. Not a slogan. Lots: one process, one tool, one owner, a done criterion.

The ground

Where it sticks

[ 01 ]

Business process

Quotes, orders, HR, billing, support. We map as-is, to-be, and what gets automated. Nothing is digitised for the brochure.

[ 02 ]

Tools

CRM, ERP, e-signature, document management, Microsoft 365, intranet. Keep, replace, or connect. Total cost matters, not the logo.

[ 03 ]

Change

Teams adopt or the project dies. Short training, clear rights, a cutover window. A named internal owner.

[ 04 ]

Evidence

Cycle time, errors, manual chases. A before and after on three measures. Not a transformation slide.

The link

IT, CRM, SEO in the same file

[ 01 ]

One firm

Digitalisation pulls IT, CRM and often the site. IT, CRM and SEO consulting stay in the same contract if the scope needs it.

[ 02 ]

Security

New tools, new access. NIS 2, ISO 27001, backup and rights sit in the lot, not in a variation six months later.

The Consultant Digitalisation mandate changes a real process, not a slogan. One flow (quote, order, HR, invoice, support), one tool, one internal owner, a done criterion. IT, CRM and sometimes the site stay in the same file if the scope needs it.

How it runs

One process at a time

[ 01 ]

Map

As-is: who does what, on which file, with which errors. Cycle time and break points. Without that, you digitise chaos.

[ 02 ]

Target

To-be: steps kept, steps cut, automations. A proposed tool (or the current one). Total cost, not the logo.

[ 03 ]

Cutover

Data, rights, training, a cutover week, a named owner. A net: the old process stays readable for 30 days.

[ 04 ]

Evidence

Three before and after measures. If nothing moved, the lot is not done.

Deliverables

What you leave with

[ 01 ]

Target process

A diagram and rules. Who approves, who sees, who archives. Simple enough to put on the team wall.

[ 02 ]

Tool in place

Configuration, minimal integrations, accounts, backup. Short documentation.

[ 03 ]

Team

Training aids, rights, an internal FAQ. One owner, not everyone a bit.

[ 04 ]

Measurement

Cycle time, errors, manual chases. A table kept for 90 days after cutover.

Typical cases

When to call a Consultant Digitalisation

[ 01 ]

Quotes in Word

Each offer is a file. Nobody finds the signed version. CRM plus e-signature, one flow, one archive.

[ 02 ]

Paper HR

Contracts, leave, onboarding in mail. One HR lot, not a full ERP in month one.

[ 03 ]

Broken billing

Excel, accountant, shop, manual chases. One invoice-to-cash flow, with access rights.

[ 04 ]

Several entities

Group, non-profit plus commercial, two countries. A shared process where it helps, written exceptions elsewhere.

FAQ

Common questions

[ 01 ]

Do you sell software?

No. We choose or we keep. Licences, if needed, are a separate quote.

[ 02 ]

The whole company at once?

No. One process per lot. Transformation programmes with no done criterion do not come in.

[ 03 ]

And security?

New tools, new access. Backup, rights, NIS 2 if you are in scope. Same firm as Consultant IT.

[ 04 ]

How long?

A process lot: weeks, not 18 months. Scoping says so before you sign.