Methodology: digital transformation
Hands-on digital transformation of core processes
Standardize a group's core processes across locations and digitize them end to end: collaboration and CRM, workflow apps for what the ERP doesn't cover, document management, and the data to manage by KPIs. For family and regional groups turning good practices into a corporate operation that can scale.
Diagnose, design, digitize
Hire-to-retire · Record-to-report · Purchase-to-pay · Lead-to-order · Order-to-cash
One way of working across countries, paperless where feasible, with the data to keep improving it.
Who it's for
For groups that run on good practices, but on paper, email and WhatsApp
Family and regional groups
Groups whose good practices live in people, paper, email and personal WhatsApp chats, and need one operating framework across locations.
Groups expanding
Organizations opening new countries or sites, that need an operation ready to replicate efficiently.
External consultancies
Firms that want to lead hands-on transformation projects, with the methods and the platforms behind them.
How it works
Diagnose, design, then build it with the client
1
Understand what needs to change
Documents, interviews and the systems environment, end to end and by country, closing with an executive view of what needs to change in processes, digitization and organization.
2
Design, with early wins
- Target operating model and redesigned core processes
- Collaboration and CRM first, so company conversations move from personal WhatsApp to a workspace the company owns, and stay when people leave
- A performance management framework and a detailed roadmap
3
Digitize and embed
- Workflow apps for each core cycle, integrated with the ERP and document management
- Process improvement training for internal champions
- KPIs from the workflow logs, plus culture and change management
Guiding principles
Standardize first, then digitize
One way of working
Agree one way of working across locations before automating it, so technology scales good practice, not its variations.
Close the ERP gaps
Keep the ERP as the backbone and cover what it doesn't do with workflow apps, CRM and document management.
Built as ecosystems
Each end-to-end cycle is built as one ecosystem of apps, boards, datasets and integrations that share data and conventions.
Skills stay with the client
Internal champions learn to improve and extend the apps, so the transformation keeps going after the project.
For your client
What you get
- Core processes standardized across countries
- Workflow apps, boards and integrations for each core cycle
- Company communication and customer data in tools the company owns, not in personal chats
- A first data baseline of how work really happens: step times, errors and exceptions
For consultants
Deliver it in your country
e-CGS supports consultancies worldwide in transformation programs like this. For example, with Patrimonia (formerly Pierre Boueri & Partners) we had a case in a large program for its client Al Miyah, a family-owned group based in Lebanon and expanding across the Middle East and Africa. Patrimonia led other areas; e-CGS took on process improvement and digitization:
- Bitrix24 for collaboration and CRM, still running in every country where the group operates
- Four core cycles digitized on Kissflow: 24 processes and more than 70 apps, integrations and datasets delivered
The method is not tied to one platform or one set of cycles. We work with several workflow and low-code partners, and choose the one that best fits each client's situation. The client relationship stays yours.
Does one of your clients run on good practices, but on paper and email?
A 45-minute conversation to see if this method fits your market and the clients who already trust you.