Advisory

Digital Transformation

Assess, plan, implement and train in steps the business can absorb, with operations kept running.

MBE certified (Minority Business Enterprise)

A team reviewing printed journey maps beside a wall of sticky notes in a modern workspace

Overview

About Digital Transformation

Digital transformation works when it is done in steps the business can absorb. Desmata guides the change from first assessment to everyday use. We focus on the processes and customer journeys where better tools remove the most manual work.

We start by documenting how work really flows, including the spreadsheets and email chains. Then we choose the platforms, integrations and automation that fit, and sequence them so each step pays for itself.

Technology is half the change. We plan training, communication and support for the people who will use it, and we measure results against KPIs agreed at the start.

Start with a conversation

Tell us what you are working on. A member of the Desmata team will reply by email or phone.

Call us on +1 (214) 407-8089

Outcomes

What you get

  • Less manual work

    Connected systems and workflow automation replace re-keying, hand-offs and status chasing.

  • A roadmap in business terms

    Each step has a goal, an owner, a cost range and a measure of success.

  • Better customer journeys

    Redesigned digital channels make it easier to find, book, buy and get service.

  • Teams that adopt the change

    Training and support plans help people use new tools and let go of old workarounds.

Capabilities

What we do, in detail

  • Digital assessment

    A clear picture of how work gets done today.

    • Process and journey mapping with the teams involved
    • Application and integration inventory
    • Pain point and opportunity scoring
    • Baseline measures such as cycle time and manual effort
  • Roadmap and operating model

    A sequence the business can fund and follow.

    • Prioritized initiatives with cost ranges
    • Target architecture and platform choices
    • Governance, roles and decision rights
    • KPIs and a benefits tracking plan
  • Workflow and process automation

    Automation placed where it removes real effort.

    • Workflow tools such as ServiceNow and Power Automate
    • Salesforce and Workday configuration and integration
    • Intelligent document processing
    • Reporting that shows time saved
  • Customer-facing digital platforms

    B2C and B2B experiences that convert and retain.

    • Web and mobile redesign
    • Booking, checkout and account journeys
    • Personalization and analytics
    • Integration with back-office systems
  • Change management and training

    People prepared for new ways of working.

    • Stakeholder and impact analysis
    • Role-based training and guides
    • Pilot groups and feedback loops
    • Adoption tracking after go-live

Approach

How an engagement runs

  1. Step 1: Assess

    We map current systems, processes and pain points with the people who use them, and capture baseline numbers.

  2. Step 2: Plan

    We choose the changes with the greatest effect and sequence them into a roadmap with costs and owners.

  3. Step 3: Implement in stages

    Each stage goes live in a controlled group first, so daily operations continue and lessons carry forward.

  4. Step 4: Train

    We build and deliver training with the teams that will use the new tools, and set up support channels.

  5. Step 5: Measure and refine

    We compare results with the baseline and adjust the roadmap using what we learn.

Technologies and standards

What we work with

Tools, platforms, frameworks and standards our teams work with and design for. Standards are context for the work, not certifications held by Desmata.

Enterprise platforms

  • Salesforce
  • Workday
  • ServiceNow
  • SAP
  • Microsoft Dynamics 365

Automation

  • Microsoft Power Automate
  • UiPath
  • Workflow connectors
  • REST APIs

Customer platforms

  • React
  • Next.js
  • React Native
  • Adobe Experience Manager

Data and analytics

  • Power BI
  • Tableau
  • Snowflake
  • Google Analytics 4

Cloud

  • AWS
  • Microsoft Azure
  • Google Cloud

Engagement models

Ways to work with us

  • Digital assessment

    A time-boxed review that ends with a roadmap and a business case.

  • Transformation program

    A staged program with a Desmata delivery lead, engineers and business analysts.

  • Embedded transformation team

    Analysts, engineers and a program lead work inside your organization on a continuing roadmap.

  • Staff augmentation

    Specialists added to a transformation program you already run.

Technology and talent

Technology and talent together

Transformation programs need a mix of skills for limited periods. We recruit program, platform and change specialists on contract or permanently, and can staff a complete team for a program.

Roles we can also staff

  • Program manager
  • Business analyst
  • Solution architect
  • Change management lead
  • Salesforce developer
  • Workday consultant
  • ServiceNow developer
  • Process automation developer
  • Product owner
  • UX designer

Need the people as well as the plan?

The engineers who design the work and the specialists who join your team come from one firm.

Why Desmata

Why Desmata

  • Fitted to how you work

    We design the change around your processes, culture and budget, not around a fixed transformation playbook.

  • Strategy, engineering and staffing in one place

    The team that shapes the roadmap can build it and find the people to run it.

  • KPIs from day one

    We record baselines at the start and report on outcomes such as conversion, repeat engagement and manual hours removed.

Proof

Our work in practice

Case highlight

Travel Sector Digital Revamp

Desmata redesigned the B2C platform of a major global tourism agency. The work combined a redesigned customer experience with automation of back-office tasks.

  • 25%

    increase in repeat customer engagement

  • 20%

    reduction in manual back-office tasks through automation

  • 40%

    increase in online booking conversions

Questions

Frequently asked questions

Where should a digital transformation start?

Start with an assessment of one value stream, such as order to cash or quote to policy, and measure how long it takes and where work is repeated. That gives you a baseline and a short list of fixes you can prove.

How do you avoid disrupting day-to-day operations?

We introduce changes in stages, starting with a pilot group, and keep the existing process available until the new one has proved itself. Training happens before each stage goes live.

Do you replace our existing systems?

Only where it makes sense. Often the better path is to integrate and extend what you already own, and replace the pieces that block progress.

How do you measure whether it worked?

We agree measures at the start, such as cycle time, manual hours, conversion or customer satisfaction. We report against those baselines after each stage.

Start with a clear picture of today

Tell us which processes or customer journeys cost you the most effort. We will reply with how we would assess them and what the first phase could look like.

MBE certified (Minority Business Enterprise)