VETERAN OWNED Digital Transformation Consulting
Helping teams define success!
What We Do
What is Digital Transformation?
Have you ever been in the office and said, “I wish…” or “This would be much easier if…” or our favorite, “why do we do it this way?” Digital Transformation is about making everyone’s jobs easier by teaching and implementing in one or more of the following areas:
- Streamlining Processes
- Creating a digital mindset (increases uniformity)
- Documenting Processes
- Assisting in the implementation of new technology
- Establishing a Robotic Process Automation program
What is Robotic Process Automation?
Do you have a computer process that is:
- Objective? (can be based on computer logic)
- Repetitive? (daily, monthly, quarterly)
If so, chances are extremely high that it can be automated. There are several programs out there, but we try to stick to Microsoft Power Automate Desktop (PAD) as it is free for local MS 365 business users to run attended on their local work stations.
Michael has been using PAD for 4 years, has received the Super User title from MS, and holds a position as a Top Solution Author on MS PAD Community.
Process Mapping, Intelligence, and Streamlining
Regardless of your end goal, almost all our clients go through a process mapping exercise. This is where we learn about the process(es) you want to improve.
Upon request, process intelligence is gathering additional data such as what steps of each process were completed when, by whom. Analysis of this kind of data can shed light on bottlenecks, issues, trends, etc.
Streamlining is simply the act of cutting out excess steps. Intelligence is not a requirement for streamlining, although the analysis often helps in trimming more of the fat. Simplifying process and getting rid of excess steps can improve both time and efficiency within your process.
What is a Digital Mindset?
Have you ever had two spreadsheets that didn’t talk to each other because the primary keys (such as customer ID) weren’t the same? Have you ran into issues where forms weren’t filled out the same (ex. 1234567890 vs 123-456-7890 vs (123)456-7890)?
Having a Dogital Mindset means:
- Key identifiers are the same in all systems
- Data integrity (like the phone numbers above) is monitored and validated. This is both within a system and across various systems.
- Files are stored in a specific manner with a specific filename convention, every time
- Gaps between systems are filled with User Defined Fields (UDFs) or linked by mapping tables.
This effort not only sets your team up for less confusion and faster work, but when you are ready for automation, your system will be ready too.
Our Approach
People First Approach
Tone at the Top - Build from the Bottom
Tone at the Top - Build from the Bottom
We empower people to do their jobs to the best of their ability. 70% of all transformations fail because of organizational resistance. We counter resistance by including people at all levels in all phases of the transformation.
Tone at the Top - Build from the Bottom
Tone at the Top - Build from the Bottom
Tone at the Top - Build from the Bottom
We believe in management setting the tone to encourage change throughout the organization, and then adopting a bottom up strategy to see immediate returns on the efforts. It is common to focus on a CoE or setting everything up at a high level where people start losing focus and not seeing the reward at the end. Get the quick wins and motivate your team for this new change.
Strategic Prioritization and Planning
Tone at the Top - Build from the Bottom
Strategic Prioritization and Planning
One of the most important things we do is our Prioritization Meeting. We map out your processes and get the wishes and wants from those closest to them. With a custom made tool, we document all of the goals that come up, strategize with management on the costs and benefits of those goals, and prioritize them to be able to focus on quick wins that will motivate the team for future improvements. Every win opens the team up for more collaboration and time to go after more wins making your ROI exponential and virtually limitless.
About Us
Our Experience
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Our Experience
After working in wealth management, and bringing the firm‘s 15-day month end close down to 4-hours through RPA automation, Michael set out to other departments to help do the same. He gained a passion for helping others do their jobs better and faster than before, making processes uniform and smoothly transitioning between departments. That passion led to creating Peak Digital Transformations to help other businesses achieve similar results.
What to Expect
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Our Experience
First, we offer a free consultation. We want to know about you and your team, your struggles and desires. Our only goal in that meeting will be to provide you valuable insights about your own team or processes. when you make the choice to move forward, whether you are looking for process streamlining, robotic process automation, or full on digital transformation, we tailor the approach for your needs and the size of your team or organization.
Why Us?
Book a Free Consultation Today!
Book a Free Consultation Today!
When you decide you want your business to be a client of ours, you aren’t just purchasing a vendor who’s going to come in and do everything for you. You’re getting a partner who is going to walk you, your management team, and your entire organization through what a transformation is supposed to look like. Transformations are cyclical in nature: every time you get to the end, it’s time to reassess and go at it again. Our goal is to make it so you don’t need us the second time around.
Book a Free Consultation Today!
Book a Free Consultation Today!
Book a Free Consultation Today!
We would love to hear about your business and where you think things might be able to improve. Our goal is for you to leave this meeting with insights about your company that you didn’t know existed.