Our Approach
For some Family Offices, monthly close is always stressful. It's high pressure, low enjoyment and, most often, thankless.
Does your team scramble to gather statements, reconcile accounts and track down missing data? How much time do you spend manually editing spreadsheets?
This cycle of fire-drills, late nights, and fragile reporting processes depends on heroic efforts rather than reliable systems.
Digital Therapy's Close Acceleration service brings structure to chaos. We design processes, systems & automations custom tailored for your infrastructure, tools and your people.
Close Acceleration Process
DIAGNOSE FIRST | 8 Parts. 2 Deliverables. 0 Guessing.
Discovery For High Impact + Lasting Results.
We study how your office actually runs today — Processes. Tools. Bottlenecks. Next, we design the future state plan & roadmap.
01 - Define Project Priorities
Align stakeholders on key goals: efficiency, growth, risk reduction, reporting visibility, and automation.
05 - Support Requirements
Assess technical admin needs, internal ownership, training requirements, & maintenance planning.
02 - Map Processes
Swim-lane diagrams tracing actions (personnel), transactions (money) & data flows through depts.
06 - Accounting Systems
Full AP/AR & GL workflow analysis with finance optimization planning.
03 - User Identity & Access
Define user roles, access privileges, authorization logic, and compliance controls for governance.
07 - Integration Requirements
Cross-system data access architecture. CRM, ERP, Data Warehouse + Reports accounting, workflow tools.
04 - Evaluate/ Demo Software
Structured evaluation of software platforms. Demos, functional comparisons, use-case validation.
08 - Establish V1 Spec
Business rules, automation logic, scoring rubrics, & triage methodology to guide system design.
02 Project Plan
IMPLEMENTATION ROADMAP
› Phased roadmap — configuration, workflows, integrations, migration, testing, onboarding
› Milestones & timelines — aligned with business priorities and stakeholder expectations
› Roles & responsibilities — decision-makers, admins, operational owners, technical leads
› Risk mitigation — strategies addressing potential implementation risks and contingencies
WHY DISCOVERY MATTERS
2 Deliverables Guide The Implementation
01 Visualized Operations
CURRENT STATE W/ HEAT MAP + NEW STATE
› Current State Mapping — comprehensive swim-lane process diagrams documenting every workflow
› Operational Heat Map — diagnostic overlay highlighting bottlenecks, silos, and risk areas
› Future State Design — optimized workflows with automation, clear ownership, and Kanban checkpoints
"The future-state model becomes the blueprint for the implementation phase."
