Digital Transformation Accelerator
Stop duct-taping your
operations together
Connect tools, standardize workflows, and clean up handoffs so operations run with clarity, consistency, and visibility.
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You have the tools. The work still feels harder than it should.
a connected, maintainable foundation.
Align on the outcomes that matter, constraints we need to respect, and the workflows to focus on first.
From “how does this even work?” to a build-ready plan
We map how work runs today, design a cleaner future state, then define what to implement first with clear specs and ownership.
Inventory systems, trace where data lives, and follow work end-to-end to uncover overlap, bottlenecks, and stuck handoffs.
Define the target workflows, standard rules, and the source of truth so teams work the same way across the stack.
Deliver a sequenced roadmap plus build-ready blueprints for workflows, data fields, permissions, and integrations.
What improves when systems are connected
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Everything you need to modernize with confidence
Clear findings, future-state designs, and implementation-ready guidance across people, process, and technology.
People
Clear ownership and rollout responsibilities so the new system sticks.
Ownership and accountability map
Defines owners for systems, datasets, workflow stages, approvals, and escalations.
Operating cadence
A lightweight rhythm for reviews, decisions, and reporting tied to workflow stages and owners.
SOP and training pack
Role-based guides and checklists that make the workflows repeatable and easy to onboard.
Rollout playbook
Sequencing, communications, and internal champions to support adoption without disruption.
Process
See how work runs, redesign it, then prioritize improvements with clear tradeoffs.
Workflow maps
Current-state and future-state maps showing handoffs, exceptions, loops, and missing steps.
Value model
A simple model to
compare effort,
cost, savings, and
risk so decisions
stay grounded.
Gap checklist
The missing pieces that block clean handoffs: fields, permissions, integrations, documentation.
Standard playbooks
Repeatable playbooks for common job
types so delivery does not depend on
individual habits.
Opportunity ranking
A practical impact vs. effort sort to decide what to fix first.
Sequenced roadmap
Prioritized initiatives, dependencies, and owners sequenced to support stable rollout.
Technology
Inventory the stack, improve connections, and make the system easier to maintain.
Tool plan
Clarifies what each system is responsible for, reduces overlap, and aligns tools to workflows.
Systems Inventory
A clear map of apps, owners, overlaps, and system responsibilities.
Integration
readiness
What can connect cleanly, what needs cleanup first, and where data flow should be controlled.
Access and permissions checklist
Admin roles, permissions, and required licenses documented so implementation does not stall.
Switchboard has been an exceptional partner for our technology and automation work. They consistently act like a fractional CTO, offering clear roadmaps and thoughtful, strategic guidance. What sets them apart is their genuine focus on creating value beyond their own goals. Working with Switchboard feels like having a trusted advisor always in our corner, dedicated to helping us grow smarter and faster while keeping technology aligned with business outcomes that truly matter."
Switchboard is the most impactful partner our company has ever worked with. Beyond delivering features, they've helped us shape how we operate and make decisions. Their mix of technical depth, craftsmanship, and strategic thinking has been essential to our growth. They function as a true extension of our company, helping us move faster without losing precision. I honestly can't imagine building without them.
Ready to reduce tool sprawl and workflow friction?
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Clear pricing, clear results
Pricing reflects the complexity of your organization, so you can see upfront what’s included and what it costs. We built our services to meet teams where they are, and we share pricing openly because we know the ROI is high for teams ready to act.
You’ve got questions,
we’ve got answers
No. This is a digital transformation engagement. The output is a clear operating design plus build-ready guidance. Implementation support is available if you want it.
Aligning tools, workflows, and data so work moves cleanly from intake to completion with clear ownership and visibility.
We need access to workflow owners, system owners, and the people doing the work. Interviews are focused and practical.
Yes. Accurate mapping requires visibility into systems and how data moves between them. We can begin with read-only access where possible.
Some teams implement internally. Others continue with Switchboard for build and rollout support.
