Digitization Strategy - DACH Region

Before you buy the next tool, you need a plan that actually gets used.

Digitization strategy that does not disappear in a drawer. You get a roadmap for the next 12-36 months that your leadership team, your IT and your operations people can work from - with realistic costs, clear priorities and honest answers about what to do first, what to postpone and what not to touch at all.

Book your first consultationSee the approach
15+ years of ERP and digitization experience in DACH SMEs
Transparent scope and price before we start
Free initial assessment with an honest recommendation
Digitization roadmap with phased milestones, cost estimates and dependencies - onboos builds strategic plans for SMEs in DACH that owners, IT and operations can actually execute together

What you have afterwards

A plan, not a slide deck.

You have a clear roadmap for the next 12-36 months.

Not a pile of ideas. A sequenced plan: what comes first, what follows, what depends on what. Your leadership, IT and operations look at the same document and finally agree on the direction - because the document makes sense to all three.

You know what it will cost, roughly, before you commit.

Budget ranges per initiative. Internal effort estimated honestly. Running costs for software and infrastructure included. No surprise invoices six months in, because the numbers were hidden in an appendix nobody read.

You make decisions based on strategy, not vendor pitches.

When the next ERP, CRM or automation vendor calls, you already know whether their solution fits your roadmap - and roughly when. Fewer demo meetings. Shorter decision cycles. Less money spent on tools that do not match the direction.

Honest take

Not every company needs a full digitization strategy. Here is when it really pays off.

Ideal for you if ...

  • You have several digitization topics open at the same time (ERP, shop, CRM, automation) and cannot decide which order makes sense
  • You want to invest in the coming 12-36 months and need a basis your leadership, IT and operations all agree on
  • You are tired of one-off tool decisions that never add up to a coherent whole
  • A board, investor or bank wants to see a credible digitization plan, not just intent
  • You are preparing a generational handover or a change in ownership and want the digital baseline clear
  • You want to release budget for digitization but only if there is a realistic plan behind it
  • You want to stop relying on the opinion of whichever vendor happens to be in the room

Not a good fit if ...

  • You have one concrete tool question (e.g. which ERP) and simply want a short recommendation
  • You want a 'vision document' for marketing but have no intention to actually execute
  • Your leadership is not willing to commit time to strategic conversations - strategy without leadership is paperwork

Not sure whether a full strategy is the right step? That is exactly what the free initial consultation is for. Sometimes a process analysis or a focused tool selection is the better first step - and we say so directly.

Dein Weg mit uns

From scattered initiatives to a realistic, sequenced roadmap.

No annual strategy theatre. We move from an honest baseline to a usable plan in a few focused steps - together with your leadership team.

01
Phase 1

Baseline

We capture where you actually stand today: systems in use, data flows, process maturity, open topics, historical projects. No long self-assessment questionnaires - short conversations with leadership, IT and the key operational roles. We also look at what has been tried before, and what stopped it.

A clear, shared picture of your current digital baseline - without polish.

02
Phase 2

Target picture

We sharpen where you want to go in 12-36 months: not a vision poster, but a concrete target state for processes, systems and data. We connect it to your business strategy (growth, margins, succession, internationalisation) - because a digitization plan that ignores the business plan is useless.

A target picture your leadership team can commit to - grounded in business goals, not technology trends.

03
Phase 3

Roadmap

We sequence the journey: which initiatives first, what runs in parallel, where the dependencies are. Each block has a rough budget, an effort estimate for your team and a clear owner. We show what can be done in 90 days, what needs a year, what waits.

A sequenced roadmap with budgets, dependencies and owners - ready for execution planning.

04
Phase 4

Decision basis

We package the strategy as a decision document, not a slide deck. Short, readable, with numbers. It is built to be used in a budget meeting, a board discussion or a bank conversation. If needed, we join the first presentation - and answer the honest questions together with you.

A decision-ready strategy document your leadership, your board and your bank can actually work with.

Honest

The usual objections. And our straight answers.

Before you decide to work with us, you want clarity. The questions we hear most often before a digitization strategy - and what we say directly in return.

No lock-in: the strategy belongs to you, not to a vendor
Clear scope and price before we start
If a strategy is not the right step for you, we say so

That is why we do not run 12-month strategy programmes. A focused digitization strategy for a typical SME takes 4-8 weeks elapsed time. We work from real conversations with the people who have to execute it - not from external benchmarks. The result is a document small enough to read in one sitting and detailed enough to base budgets on.

Typical involvement for your leadership team is 3-4 short sessions over those weeks. Key operational roles give 60-90 minutes each. We come to you. The alternative is to keep making one-off tool decisions and pay the real cost at go-live - which is always worse than the cost of the strategy itself.

We have seen those documents. Usually the problem is not the content - it is that the plan had no owner, no budget mapping and no step small enough to start. We structure the output so that the first concrete move can start within 30 days, and the document stays usable during that move - not just at kickoff.

You probably know a lot of the direction. The value is not in telling you something new - it is in creating a shared, documented, sequenced plan that your leadership team, your IT and your operations people all agree on. That alignment is what turns individual opinions into executable projects and budget approvals.

A focused digitization strategy for a typical SME is in the mid to upper four-figure range - sometimes low five figures for larger scopes. You always get a clear number before we start, not an open-ended day rate. The initial consultation and scope estimate are free.

David Tatzl - founder of onboos
Your contact
David Tatzl

About onboos

Strategy work that knows the daily reality of SMEs.

onboos is built so you talk to the person who actually understands your business - not to an account manager who hands it off to a delivery team. Founded and run by David Tatzl, with 15+ years in ERP, process and strategy work for owner-led SMEs.

That means short paths, direct decisions and no status reports where someone else explains what they did. When needed, we pull in specialists - the lead, the line of thought and the honesty stay in one place.

15+ years of ERP and strategy experience - based in St. Gallen, working across DACH, focused on owner-led mid-sized companies.

More about onboos

Let's build a digitization plan that actually gets executed.

30 minutes. No cost. You describe where you stand and what you are trying to achieve in the next 1-3 years. We tell you whether a full strategy is the right step - or whether a smaller format (process analysis, tool selection, pragmatic roadmap) fits better. Either way, you leave with a clearer picture.

Book your first consultation
FreeNo obligationNo sales pitch

Our promise

If a full digitization strategy is not the right step for you, we say so - and suggest what is. That saves everyone time and money.

Oder schreib uns direkt: [email protected]