Team at work in the ivato office in Leipzig

Implementation

In 8-12 weeks
everything runs in one system.

Most digitalisation projects end with a recommendation. The implementation ends with a system your team uses from day one: CRM, automation and AI firmly embedded, with a fixed functional scope instead of an open-ended timesheet.

Secure your free initial consultation →Sample calculation for your industry ↓
to go-live
8-12 wks
to go-live
chosen from our catalogue or new
4 cases
chosen from our catalogue or new
agreed as a fixed price
Costs
agreed as a fixed price

The status quo we see most often

Why digitalisation so often stalls in mid-sized companies.

  • 60 %

    of sales time goes on administration instead of selling

    Source: Salesforce State of Sales, 7th edition 2026

  • 53 %

    of companies have difficulty coping with digitalisation.

    Source: Bitkom „Digitalisierung der Wirtschaft“ 2025

  • 53 %

    of purchased SaaS licences go unused

    Source: Zylo SaaS Management Index 2025

  • 167 days

    average time to fill a vacancy (skilled trades: 242 days)

    Source: Bundesagentur für Arbeit, Vakanzzeit 2025

The problem is rarely a lack of ideas. The problem is: who implements them when day-to-day business does not wait?

What changes from go-live

Your team goes back to doing what you hired it for.

The implementation does not replace anyone on your team. It takes away the administrative work that a machine should be doing.

Full office, everyone working on their own

Without a system

Enquiries & leads

followed up manually in the inbox, avg. 42 hrs response time

Quotes

assembled by hand from old documents every time

Customer data

scattered across the owner's head, Excel and emails

Reporting

gut feeling until the month-end or year-end close

Capacity

growth means: find a new hire (avg. 167 days)

Business owner with a CRM dashboard on screen

With implementation

Enquiries & leads

routed automatically, prioritised and given a follow-up date

Quotes

generated from templates automatically and approved

Customer data

one CRM, one binding source of truth for the whole team

Reporting

live dashboard, viewable at any time

Capacity

existing team noticeably relieved

Sample calculations by industry

How the same lever works in different industries.

For each industry, a selection of 4 typical cases from the catalogue, calculated with values from past projects. We are happy to recalculate this with your own figures in the initial consultation.

Speed & lead response, data basis, capacity, customer retention

Mechanical engineering & manufacturing

4 cases combined in sales & CRM

  • Speed-to-lead automation+€22,000/year
  • Automated quote creation+€14,000/year
  • Automated follow-up sequences+€12,000/year
  • Cross-/upsell automation for existing customers+€16,000/year
Total of all 4 cases/year (example)€64,000

Basis: on average 60 % of sales time goes on administration instead of selling. This is exactly where all 4 cases act together.

Sample calculation using values from past projects, no guarantee.

1 / 5

Your path to these results

Two routes, depending on how sure you already are.

Way 1

If you first want to know exactly where the lever lies

In the strategy consulting we analyse together where your greatest savings potential lies and which levers work first. The implementation builds directly on this prioritisation, so you start with the 4 cases that really make a difference.

To the strategy consulting →

Way 2

If you already know your priority

Then go straight into the implementation. We agree the selection of the specific cases together at the start of the project.

Secure your initial consultation →

The scope of services

What your implementation really includes.

No block of hours that eventually runs out, but a fixed functional scope that we select together with you.

  1. 1

    Prioritised selection from the catalogue of 100+ cases

    4 use cases matching your strongest lever, with no guesswork about what comes first.

  2. 2

    C.O.D.E. methodology: Potential → Strategy & processes → Technology & implementation → Organisation & market

    a reproducible approach instead of an ad hoc project, equally thorough in every engagement.

  3. 3

    Specialised in owner-managed mid-sized companies, not in corporate rollouts

    Solutions at the scale and decision-making speed of your company.

  4. 4

    Go-live in 8-12 weeks

    a date in the calendar instead of an open-ended project.

  5. 5

    Fixed functional scope, agreed by contract

    You buy a result, not a timesheet that surprises you at month-end.

  6. 6

    Live dashboard & reporting included from go-live

    Figures you see before they land in the annual accounts.

  7. 7

    Full handover including documentation

    Your team operates the system independently, with no lasting dependence on us.

8

Support and further development optional

on request, monthly: support, new cases and adjustments as the market and AI change.

On the scope

Individual investment, depending on the chosen case scope. Discussed transparently in the initial consultation, often partly subsidised through funding.

Secure your initial consultation →

The case catalogue

An excerpt from 100+ proven use cases.

Together we choose the 4 cases with the greatest leverage for your company, from the catalogue or newly designed. Here is an excerpt, grouped by topic area.

  • Speed & lead response

    React faster, before the opportunity fades

    • Speed-to-lead automation
    • Multi-channel inbox
    • AI-assisted lead qualification
    • Automated appointment booking

  • Customer service & back office

    Relieve administration without new hires

    • Ticket triage & prioritisation
    • Automated invoicing
    • Document capture
    • Self-service portal for customers

  • Cost pressure & tool sprawl

    Make running costs visible and reduce them

    • SaaS licence audit
    • Tool consolidation
    • Cloud cost monitoring
    • Automated use of early-payment discounts

  • Knowledge transfer & leadership

    Secure knowledge in the system, not in heads

    • Digital organisation manual
    • Management information system
    • Central knowledge base with AI search
    • Leadership cockpit & reporting

The catalogue covers all five levers and is continually extended, as new cases from projects are added almost every week. If something is missing, tell us: if needed, we will design a new case for you.

Why now

The pressure on business owners is growing noticeably.

We deliberately take on only a limited number of engagements at a time, in order to deliver each implementation with the necessary care and within 8-12 weeks. We are not an infinitely scalable pool of consultants.

At the same time, AI is becoming a standard topic in management teams in 2026, while the skills shortage increasingly complicates the classic answer of simply hiring more staff.

  • 41 %

    of companies already use AI, up from 17 % the year before

  • 48 %

    are planning or discussing the use of AI

  • 77 %

    of AI users see a better competitive position

  • 83 %

    expect negative effects from the skills shortage

Sources: Bitkom „Digitalisierung der Wirtschaft“ 2026 · DIHK-Fachkräftereport 2025/2026

By industry

Selected approaches from more than 25 years of industry experience.

All industries at a glance →

Before we talk

Frequently asked questions about implementation.

Your question is not here? In the initial conversation we take 30 minutes for your specific topic.

The case catalogue covers five levers that occur across industries in owner-managed mid-sized companies. Which 4 cases make sense for you specifically is selected in the initial consultation based on your processes, not prescribed generically.

Often it is about consolidation rather than replacement: connecting existing systems, cleaning up tool sprawl and adding automation where work is still done manually today. A complete system change is not necessarily required.

Go-live typically 8-12 weeks, depending on the scope of the chosen cases. The functional scope is fixed in advance so that this timeframe is reliable.

Your team takes over the system independently, including the live dashboard. For strategic support afterwards, the Mastermind is optionally available.

Yes. Only business-necessary data is processed, with documented source, purpose and deletion rule, aligned with your existing data protection processes.

That depends on the chosen case scope and is discussed transparently in the initial consultation, on the basis of a fixed functional scope instead of an open-ended hours budget. Consulting and implementation are often partly subsidised through funding; we clarify individual eligibility with you.

Let us work out which 4 cases make the biggest difference for you.

20 minutes, no obligation, with one of our consultants, based on your specific lever and not a standard presentation.

Your next step

Book a free initial consultation →Start with the Digital check-up →