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Advisory Services

We advise our clients on their digital transformation journeys with a combination of people, process, and technology.

Digital Transformation

Digital transformation isn’t just about having the right combination of hardware and software to meet the needs of your organization. Digital transformation is rooted in two goals and capabilities: making it possible to seamlessly deliver value to customers, and making sure your business has the ability to innovate, change, and experiment in ways that ultimately deliver more value for your customers, your colleagues, and for the business as a whole.

At Silverline, we believe there are four key factors in a successful digital transformation:

  • A transformation strategy: where do you want to go, how will you get there, and how will you measure whether your transformation is a success?
  • Deep insight into the wants and needs of your customers and those within your organization that support them
  • A transformation plan: a roadmap for ongoing, repeatable success
  • A change management strategy

We help our clients ask the right questions, roadmap a path to value-based outcomes, and effectively transform the way they do and deliver work.

Silverline Conference Room

Transformation Roadmapping

Our most successful clients begin their digital transformation journey with a well-formulated plan — one grounded in solid business metrics, an understanding of their internal and external users, and a focus on data and technology. Our Transformation Roadmapping process can help you maximize your chances of success.

A holistic approach that focuses on all aspects of the digital transformation process

In our Transformation Roadmapping process, we focus on helping you develop a complete view of your transformation goals and challenges, and creating a comprehensive plan for success.

By leveraging a scalable, flexible, workshop-based approach to developing your Transformation Roadmap, we ensure your most knowledgeable resources can work with our experts to ensure that the right combination of people, process, and technology are included in your final plan.

We turn your insights and objectives into value you can see

Our Advisory Services team works closely with you to ensure that your digital transformation works in tandem with your business insights and objectives, including:

  • A well-documented vision of future success
  • Key business metrics and measures of success
  • Appropriately-sized business capabilities, mapped to user and customer goals

When appropriate, our Advisory Services team can also assist with the design and creation of Centers of Excellence, change management, governance teams, roles, and processes.

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Marketing automation solutions

When done well, marketing automation helps businesses grow by automating marketing processes across marketing, sales, and service, and culminating in personalized experiences. But how do you begin to operationalize automation or see ROI on it?

It takes a combination of teamwork and technical knowledge to identify, implement, and continuously deliver results with Salesforce marketing automation solutions like Pardot and Marketing Cloud.

Learn more.

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Experience Design Services

We place people at the center of technology design — particularly the customer and the user. Our Experience Design Services span three levels of depth starting with research and discovery where we dive into customer and stakeholder analysis, immersive experience and re-framing, competitive experience analysis, and data analysis and synthesis. Next we move into customer experience mapping through persona definition, journey mapping, and prioritization of experience improvement. Finally, our service experience mapping closes out the process with internal persona definition, user stories development, user experience and user interface design, and prioritization of user experience improvement.

Change Readiness and Management Services

These critical implementation stage services are focused on planning and managing optimal adoption of new processes and technology delivered through the CRM, Salesforce, or cloud application initiative. Our Change Readiness and Management Services are delivered across three stages of the project or program, including preparation, implementation, and reinforcement.

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"Redesigning the sales process and implementing it in really changed the bank for the better."
Suzie Symcox Chief Administration Officer at First Fidelity Bank

Ready to discuss your digital transformation needs?

Contact Us

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