Strategy · Compact or Complete
Together we find out which area costs your company the most time and money, and convert it into euros per year. You get a clear priority, a plan and a figure on which you can base your decision.
The status quo we see most often
of sales time goes on administration instead of selling
Source: Salesforce State of Sales, 7th edition 2026
of mid-sized companies have genuinely rethought their business model recently
Source: as on the ivato homepage
average time to fill a vacancy
Source: Bundesagentur für Arbeit, Vakanzzeit 2025
companies plans to shut down rather than hand over once the owners step back
Source: KfW-Nachfolge-Monitoring Mittelstand 2025
Most business owners know they have to change something. What is missing is the figure that shows where to start.
What changes after the consultation
A well-founded decision instead of a gut feeling. You know which lever comes first, what it delivers and in which order to implement.
Today
Priority
many issues at once, everything seems urgent
Figures
gut-feeling estimates
Causes
symptoms are treated
Plan
ideas without a sequence
Funding
unclear what is subsidised
After the consultation
Priority
one clearly justified first lever
Figures
business case in € per year, verified in conversation
Causes
process and root cause analysis down to the source
Plan
roadmap in three phases: 0-90 days, 3-6, 6-12 months
Funding
report that can be used for funding applications
Two variants
Compact if you already know your most pressing pain point. Complete if you first want to know where the biggest lever lies, or are facing a larger investment or funding decision.
Consultation Compact
Suits you if you know where it hurts most, or if budget and funding volume are limited.
Consultation Complete
Suits you if it is unclear where the biggest lever lies, or ahead of a larger investment or funding decision.
Still unsure? The Digital check-up shows you in approx. 15 minutes which lever is ahead in your company. We carry your answers over into the consultation.
To the Digital check-up →What a result looks like
Five excerpts from a sample report of the Complete variant: a special-purpose machine builder with 45 employees and €9.5m revenue. The company is fictitious, the calculation logic is real.
Excerpt 1 · Screening of all 5 levers
Problem pressure (0-12) + 2 × urgency (1-5) = prioritisation score
Result: Sales & CRM is clearly ahead. This is where the in-depth analysis begins.
Sample report „Reindl Präzisionstechnik GmbH“, fictitious example, not a real client reference.
The scope of services
Four fixed phases, the same for both variants. The difference lies in the scope: one lever for Compact, all five for Complete.
We come to the conversation prepared. If you have done the Digital check-up, you fill in nothing twice.
Discuss the preliminary analysis, verify the figures together, find the causes of the top issues.
Business case, prioritisation in an effort-impact matrix and draft roadmap.
For Complete, a results session (45-60 min.); for Compact, a written report with video walkthrough.
A document you can share with management, advisory board or bank. Optionally eligible for funding with Complete.
You see how each figure comes about and can recalculate it yourself.
The prioritised cases are the basis for implementation. No restart, no second analysis.
On the scope
Fixed scope per variant instead of open-ended consulting days. Depending on scope, a maximum of €7,000 net; we discuss the exact investment transparently in the initial consultation.
Secure your initial consultation →Can the consultation be funded? Often yes, depending on federal state and company size. The report of the Complete variant is structured so that it can be used for a funding application. As of September 2026, funding conditions to be checked case by case.
The ivato 5-lever diagnosis
Each of the five levers is assessed in the same four categories, each from 0 (not an issue) to 3 (acute, felt daily). This makes levers comparable, and the recommendation is traceable rather than gut feeling.
A · Speed
B · Data basis
C · Capacity
D · Growth
Categories with a value of 2 or above yield the candidates from our catalogue of 100+ proven use cases. In conversation we narrow them down to the cases that really make a difference for you.
Why ivato
Every recommendation comes with a figure in euros per year and open assumptions. You decide on the basis of a calculation, not a slide presentation.
Unlike an automated check, we verify your figures in conversation, ask follow-up questions and analyse your processes. That makes the result reliable.
If you wish, we implement the roadmap with you. From more than 1,000 successfully supported projects over 25 years, we know why implementations fail in mid-sized companies.
Why now
We deliberately run only a limited number of diagnosis sessions per month, so that every analysis is finished within 1-2 working days and with the necessary care.
At the same time, the pressure is growing: AI is becoming a standard topic in management teams, and the skills shortage makes the classic answer, simply hiring more staff, ever harder. Those who prioritise now invest in a targeted way rather than in haste.
of companies already use AI, up from 17 % the year before
are planning or discussing the use of AI
of AI users see a better competitive position
expect negative effects from the skills shortage
Sources: Bitkom „Digitalisierung der Wirtschaft“ 2026 · DIHK-Fachkräftereport 2025/2026
By industry
Before we talk
Your question is not here? In the initial conversation we take 30 minutes for your specific topic.
The Digital check-up is an automated self-assessment: broad, fast, with estimates based on your own input. The consultation goes deeper. We verify the figures in conversation, analyse processes and causes, compare solution scenarios and create a roadmap.
Compact if you know your most pressing pain point. Complete if it is unclear where the biggest lever lies, or if a larger investment or a funding application is coming up. In the initial consultation we recommend the right variant for you.
15-25 minutes for the questionnaire beforehand, 60-90 minutes for the diagnosis session and, with Complete, a further 45-60 minutes for the results session. All online.
We prepare the analysis within 1-2 working days after the diagnosis session.
Often yes, depending on federal state and company size. The report of the Complete variant is optionally structured so that it can be used for a funding application. We clarify which programme fits in the initial consultation.
No. The report belongs to you, and you can implement it yourself or with another partner. If you continue with us, we start directly on the basis of the roadmap.
Both variants have a fixed scope and a fixed price, with no open-ended consulting days. Depending on scope, the strategy costs a maximum of €7,000 net, often with a grant of up to €5,600. We discuss the exact investment transparently in the initial consultation.
We assess your situation and recommend Compact or Complete, whichever fits your needs.