Digital Transformation Consulting

Ideal State consultants provide expertise and capacity when and where you need it most. We right-size every engagement and leave you well-equipped to tackle the road ahead.


The Road to Digital Transformation Is Built With People and Processes

Ideal State's digital transformation consulting services help organizations advance the state of their technology by starting with what matters most: people and processes.

We start every digital transformation consulting engagement by listening. During the discovery phase, we engage with and learn from those who will be at the front lines of the envisioned transformation. Your employees, customers, partners, or all of the above.

Once we have established a clear call to action, we will work with you to build a multi-year digital transformation strategy and roadmap grounded in your organization's strategic objectives and fully aligned with your capabilities and constraints. 

“Ideal State has been a fantastic partner from discovery through launch, acting as an extension of my team and providing top-notch project oversight.”

Chad Sutton, Director of IT


Organizational Challenges That Digital Transformation Consulting Can Help Address

1. Current technology is not keeping up with growth or complexity 

2. Great tools but people aren't using them effectively

3. Systems don't "talk" to each other

4. Lots of data but much of it is not being used for decision-making

5. Too many manual processes

6. Technology-related decisions are challenging and slow


Benefits of Digital Transformation Consulting 

By hiring Ideal State as your digital transformation consulting partner, you'll be benefitting from our decades-worth of experience leading similar projects. Why leave success up to chance when you can save time and money getting it right the first time?


Establish Momentum

Even for multi-year projects, getting off to a strong and energetic start is crucial. We help you get the buy-in and engagement you need from day one and then work to sustain momentum through every stage.


Avoid Common Pitfalls

Ideal State consultants are intimately familiar with the complex dynamics of digital transformation projects. We can help you anticipate and proactively address potential barriers and bottlenecks well before they slow you down. 

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Play To Your Strengths

Having a capable team behind you frees up your time for what you do best. Our consultants will do the heavy lifting while you focus on the aspects of the project that require your unique talents and perspectives.

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Digital Transformation Consulting Client Stories

Become a Client


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Helping an Emerging Foundation Get Off to a Strong Digital Start

Designing a friendly and scalable digital workplace to support AB InBev Foundation's growing global headcount and project portfolio.

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Equipping an Iconic American Arts Institution to Shine Brightly in the Digital Age

Developing a digital transformation roadmap for the Alvin Ailey Dance Foundation to make better use of existing tools while modernizing and streamlining data management.

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Digital Transformation Consulting Services

Ideal State consultants are ready to plug in at any stage of your project. No matter the type of technology or the challenges you're tackling.


Digital Transformation Roadmap

Every journey begins with discovery. Develop a deep understanding of needs across people, process, and technology and chart a path toward rapid improvement.

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Based on this human-centered discovery process, we'll work together to produce a multi-year digital transformation roadmap that solidifies a shared vision for the future, along with the tactical planning needed to get the job done.


• Discovery Findings Report

• IT Systems Inventory

• Visual IT Systems Map (Current and Future-State)

• Technology Recommendations

• Multi-Year Digital Transformation Roadmap


Approx. Duration: 12-16 weeks


Technology Selection

Selecting the right technology to support key business processes is critical. Your choice will have massive downstream impacts on employee happiness and your bottom line. We can help you get it right the first time.

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We'll run a methodical, data-driven technology selection for your new system(s) based on comprehensive user stories and requirements. Along the way, we’ll meaningfully involve stakeholders. The result is a technology selection that you and your colleagues can move forward with confidently.


• User Stories and Requirements

• Vendor Landscape Review

• Vetted Finalist List

• Facilitated Stakeholder Review 

• Technology Recommendation


Approx. Duration: 10-12 weeks


Change Management

Digital transformation is disruptive by nature. Managing this change effectively at every stage will secure stakeholder buy-in and adoption of new ways of working.

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We will develop a change management plan aligned with your organizational culture that includes change objectives, a targeted communications plan, and guidance on engaging champions. We'll also provide key messaging and copy templates that can be used across all communication channels. You'll have everything you need to secure widespread support at every project stage.  


• Comprehensive change management plan

• Up to 20 change communications templates

• Up to 5 tailored support materials


Duration: 6 weeks


Implementation Monitor

Eliminate the risk of your project going off the rails. We'll review vendor proposals and work plans and attend regular meetings to help keep everything on track.

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There are a lot of balls in the air during a technology implementation. User needs, deadlines, budgets, coordination with vendors, and everything in between. It's a juggling act that we know exactly how to manage. We'll be by your side at every step to make sure the end result is what you and your stakeholders envision.


• RFP and Vendor Proposal Review

• Attend 1-2 Project Meetings/Month

• Monthly Project Status and Recommendations Report


Duration: as needed



Our participatory workshops generate high levels of engagement and collaboration at any project stage. Select from our standard offerings or design your own.

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Workshops are a great way to get everyone involved and excited about the work underway. Our standard offerings cover every project stage. Pre-project exploration, future-state visioning, system design, launch planning. Whatever the need, we have a workshop to suit. Let's co-design something spectacular.


• Facilitate Virtual or In-Person Workshop

• Workshop Activity Report

• Workshop Findings Synthesis and Recommendations


Duration: half-day, full-day, multi-day


Custom Projects

Have something else in mind? Get in touch and we'll dream up something perfect together.

How We Work

Our values are the driving force behind everything we do



Listening to people is where transformational change begins



Working together makes us stronger and more impactful



Open and honest communication is the key to healthy partnerships



Sharing our knowledge helps others learn
and grow

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Ready to work with us?

Join our growing family of highly successful digital transformation leaders

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We are a proud partner to the social sector