Phase 03 of 05 · Operational Excellence Framework
Move the improved process onto systems people will use.
Paper forms, spreadsheets and disconnected tools are replaced with a single digital operating environment — capturing data once, at the point of work.
What this phase covers
Digitize services
03.1
Digital Forms
Tablet and mobile forms that replace paper at the point of work.
03.2
ERP / CRM
Selection, configuration and integration of core business systems.
03.3
Mobile Apps
Purpose-built field tools for teams who are not at a desk.
03.4
Dashboards
Real-time operational visibility for supervisors and leadership.
03.5
Microsoft 365
Structured document, workflow and collaboration environments.
03.6
Google Workspace
The same, for organizations standardized on Google.
Start here
Not sure which phase you’re in?
The Operational Excellence Assessment scores your maturity across all five phases and tells you where to start.