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Coach · AI Digital Advisory Team

Digital Transformation Consultant

Digital Transformation Consultant | Redraw the workflow, then decide what to automate

Start by seeing how work moves, where data needs manual patching, and who handles special cases. Once the problem and owners are clear, choose the tools.

Much of daily work moves between spreadsheets, forms, and email. The Digital Transformation Consultant works with you to map who hands data to whom, which steps get repeated, and who handles special cases. Once the flow is clear, you decide whether to adjust the rules, connect systems, or hand a small part to RPA or AI.

Start a conversation Meet the advisory team

01

When this coach is useful

If one of these situations resembles yours, the conversation already has a concrete place to begin.

  1. Monthly work runs on spreadsheets, forms, and email

    Everyone is busy, and you want to see where the time goes, especially the steps with the most waiting, re-entry, and manual checking.

  2. Leadership wants AI adopted this year

    The tool direction is set. Next you need to name the problem to solve, the process owner, and how results will be measured.

  3. Cross-team handoffs keep going back and forth

    What looks like a software issue may also involve ownership, field definitions, or who handles special cases.

02

What you can take away

Map the current workflow, handoffs, and data flow to find waiting, rework, and side spreadsheets.

Decide whether the issue calls for process and role changes, system integration, RPA, or an AI-supported step.

Pick one part of the workflow to pilot, with clear success measures, human review, and a stop condition.

03

How we will work through it

The consultant maps the current workflow until roles, data, handoffs, and special cases are visible, then sorts causes into process, governance, integration, or automation. You then pilot one contained part with visible impact and plan onboarding and human review alongside it.

04

Bring one real question

Every month we chase information across spreadsheets and email. Which part is most worth changing first?
The company wants to adopt AI. I want to check where our current process is ready for it.
Five departments touch this workflow. Help me map the handoffs and where rework happens most.