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."
focus area one
Squeeze Your Month-End-Close Down To A Week.
Heat Mapping - Hot Spots
Process Mapping
phase 01
phase 02
phase 03
two phase process
PHASE 04
five diagnostic lenses
strategize + spec
and implementation
Method, Skills, & Training
Tools
Timing
New Process + Sequence
New Task List + Timeline
Automations
Stand Up
Migration + Integration
User Access + Permissions
Approval Chains
Legacy Systems + Hardware
Custom Apps
Redundant Go-Live
Training, Adoption, + Support
Our Deliverables Step by Step
1. Diagnostic
> Deliverables:
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Stakeholder Interviews
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End-to-end Process Mapping
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Trace Data, Action + Capital flows
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Requirements List
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Mission Priorities + Preferences
2. Plan
> Deliverables:
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Close Acceleration Plan
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SOP Scaffolding
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Reconciliation + journal entry templates
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Prioritized automation backlog (scored by impact + effort)
3. Automation
> Deliverables:
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One-click refresh workbooks
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Automate data ingestion (Power Query, Power Automate, Code)
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Auto journal entries + audit trails
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Exception + variance dashboards
4. Pilot Close
> Deliverables:
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Pilot New vs. old Close
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T+ metrics tracked against targets
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Process adjustments
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Update artifacts re: Pilot results
5. Scale + Harden
> Deliverables:
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Automated Close Tasks
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Close Playbook + Training
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3 Months of Close-Support
We design to serve your needs and empower your people.
Real delivery means your organization is self-sufficient.
It means your team has control and can do what they need to do.
We design to serve your needs and empower your people.
Real delivery means your organization is self-sufficient.
It means your team has control and can do what they need to do.
Our Impact
in Numbers
75%
Faster Close Cycle
We work with multi-billion dollar offices. We can handle whatever you throw at us.
50%
Reduction in time lost to tedious operational tasks
Sometimes solutions are simpler & quicker than you'd imagine.
20%
Savings in accounting Fees
We make end of year easier, faster, cheaper and, all around, more delightful.
We learn before we build.
1. DIAGNOSTIC
We start by mapping your current AP process end-to-end. Every handoff, every bottleneck, every workaround your team invented because the system would not cooperate. We document the real process, not the one in your SOP binder.
2. DESIGN + BUILD
We design the platform around your workflow, not the other way around. Entity structure, approval chains, GL mapping, payment methods, vendor defaults. Everything is configured to match how your team actually works. Then we build it on your infrastructure.
3. DEPLOY + PROVE
We start with a pilot. One entity, controlled vendor set, parallel processing. We prove it works before we scale it. No big-bang rollouts. No surprises.