Optimize Your Work,
Transform Your FirmÂ
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Be confident that your tech and your team are
working together in perfect harmony thanks to
Affinity Optimize by Affinity Consulting.
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Learn More
Stop Pretending Problems Will Just Disappear.
Solve Them Once and For All. Â
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You invested in a best-in-class tech stack, but your team is still stuck doing hours of manual work. New features get released, but nothing seems to change. Work feels like it has stagnated, but you don’t know how to break through. You know you need to dig in to solve these problems, but the crisis of the day always pushes it down your to-do list.
Affinity Optimize digs into your people, processes, and technology to find what isn’t working—and helps you fix it. Our experienced consultants will help you prioritize what needs to be fixed first and what can wait, so you start seeing improvements quickly, then stay with you to help ensure your business continues to grow and thrive.
Get a Partner as Committed to Your Success as You Are
It’s easy to make suggestions for changes, but much harder to see them through to their completion. That’s what makes Transformation Optimize better than the old model of consulting: No surprises. You get a practice analysis, a roadmap of changes to make then 12 months of focused effort from the Affinity team. We help you work through the toughest problems your firm faces, from low technology adoption that has left your data scattered across systems to inefficient workflows that make every project take longer than it should.
After the initial roadmap is laid out, you’ll get monthly meetings with a dedicated guide to talk about what’s working, what’s coming next, and anything new that has emerged. Your team will get unlimited end-user support on the software Affinity implements, meaning you know who to call to get solutions to your exact issues. Add to that all the benefits that come with Affinity Access and your firm will be working together in ways you’d never imagined before.
What's Included in Affinity Optimize?
Proactive Guidance
Track your progress with a dedicated consultant to see what is working and what isn’t in your firm.
Post-Implementation SupportÂ
Maximize your technology investments with access to exceptional post-implementation support.
Roadmap and Action Plan
Develop a plan to solve the problems
that make getting work done harder.
Affinity Access Benefits
Enjoy all Transformation Access has to offer
including educational content for your team and more!
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Proactive Guidance
Your dedicated guide works alongside you to truly understand your business and its unique needs. With decades of experience behind them, they know the precursors to more serious issues and can help you stop them before they start.
Post-Implementation Support
Whether you need to onboard new users or want to know how the latest update to your software can improve your work, Affinity is there for you. Reach out to your guide and they’ll pair you up with the right expert from our team to give you the support you need.
Roadmap and Action Plan
Based on the needs of your team, your guide will create a custom roadmap and action plan to give you a clear picture of what problems will be the first ones solved and what will be worked on in the coming weeks and months.
Affinity Access Benefits
Your team can take advantage of all Transformation Access has to offer, including live webinars, on-demand videos, manuals, courses, and more to ensure they have the skills they need to thrive in their role.
Want to Learn More?
Don’t wait for problems to solve themselves. Talk to an Affinity expert about Affinity Optimize and take control of your firm’s future.
Talk to an Affinity Expert