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Who does what, in which order, with which information and where do questions arise?
Core service · IT Consulting & Business Optimisation
Where is your company losing unnecessary time, money or growth potential today?
Together, we analyse how your company actually operates: processes, systems, data, communication, sales and recurring work. The result is a prioritised roadmap — followed by technical implementation where appropriate.
Typical starting points
Do several of these situations sound familiar?
Processes have grown over time and only a few people understand them end to end.
A large part of the work runs through spreadsheets, email, chat and manual lists.
Data is maintained more than once or transferred between systems.
Leads, replies or next actions disappear in day-to-day operations.
Employees spend significant time on recurring administration.
Existing software does not match the actual way the organisation works.
Clients receive information through several inconsistent channels.
Growth increases complexity, coordination and error exposure.
AI has been tested in isolated cases but not embedded sensibly in processes.
Decisions are made without reliable visibility of central information.
1. Business analysis
First, we create a realistic picture of the current state.
This is not a generic workshop. We review actual workflows, responsibilities, handovers, data sources and systems. The goal is not to list everything that is theoretically possible, but to identify where friction genuinely occurs today.
Systems & data
Which tools are used, where does data live and where are connections missing?
Sales & clients
How are leads generated and managed, and how do proposals, follow-up and handovers work?
Time & cost
Which routines consume working time, create duplication or increase the probability of errors?
AI & automation
Which recurring activities can be supported safely, transparently and economically?
Scalability & risk
Which structures work today but become problematic with more clients, data or employees?
2. Business prioritisation
Not every improvement needs to be implemented immediately.
Measures are ranked by expected value, implementation complexity, dependencies and risk. This turns a list of ideas into a defensible sequence of action.
- Impact on time, quality, cost or client experience
- Implementation, migration and training effort
- Technical and organisational dependencies
- Privacy, security and operational risk
- Quick improvements versus structural projects
- Measurability and useful success criteria
3. Processes & efficiency
Reduce manual work without introducing unnecessary complexity.
The greatest benefit often comes not from a spectacular platform but from a few well-connected steps. Media breaks, duplicate data entry, unclear ownership and recurring routines are simplified deliberately.
01
Form data is transferred manually into spreadsheets.
Automated intake, validation and central storage.
02
Tasks arise from email and are not followed up reliably.
Clear status, ownership and reminder logic.
03
Similar documents are repeatedly created from templates.
Structured data and automated document generation.
04
Approvals happen through chat or long email threads.
Traceable approvals in one central workflow.
4. AI & automation
Use AI where it creates verifiable value.
AI can structure information, prepare content, review documents, support recurring communication or assist employees with decisions. It does not replace clean processes, data quality or clear accountability.
Information processing
Capture and route incoming enquiries, documents or notes in a structured way.
Communication preparation
Prepare replies, summaries or follow-ups with human oversight.
Knowledge access
Make internal information searchable and available in context.
Workflow support
Create tasks, review status, trigger reminders and surface exceptions.
5. Custom software & integrations
When existing systems are not enough, the right solution can be built.
As a certified programmer and IT expert, I can not only describe the technical solution but design and implement it. This may be a small integration, an internal tool or a complete business platform.
View systems I have built- Use standard software when it meets the requirements economically.
- Improve existing systems before planning a complete rebuild.
- Build custom software when processes, roles or competitive advantages justify it.
- Start focused and prioritised rather than building an oversized programme.
6. Sales & digital client experience
Technical optimisation does not stop in the back office.
Prospects, proposals, follow-up, appointments, documents and client communication form one connected process. When handovers are unclear or information is fragmented, opportunities are lost and clients experience avoidable friction.
Lead management
Source, status, history, next action and ownership visible centrally.
Follow-up systems
Automated reminders and clear next steps without impersonal mass communication.
Client portals
Documents, project status, approvals, invoices and communication in one place.
Websites & conversion
Align the external experience, forms and user journeys with real business objectives.
7. Real custom developments
The delivery capability can be inspected.
My own work has produced systems connecting tasks, clients, projects, documents, sales processes and automation. They are not rigid products, but tangible examples of structures that can be built.
Business CRM workspace
Tasks, clients, projects, invoices, costs, deadlines and control areas.
Open system ↗Protected client portal
Project status, documents, approvals, messages and access.
Open system ↗Sales CRM & automation
Leads, history, reminders, tasks and tailored workflows.
Open system ↗8. For founders, self-employed professionals & experts
A professional digital structure around the person and the business model.
In person-led businesses, positioning, website, reputation, lead generation, appointment processes and client communication are closely linked. Rather than selling isolated “personal branding”, the goal is a functioning digital structure.
- Clear positioning and professional digital presence
- Website, content and digital trust elements
- CRM, lead management and structured follow-up
- Appointment booking, client communication and portals
- AI support and automation behind the scenes
9. The working process
Understand → Analyse → Prioritise → Implement → Optimise
Understand
Understand the business model, objectives, people, systems and real workflows.
Analyse
Document bottlenecks, risks, time drains and opportunities clearly.
Prioritise
Rank measures by value, effort, dependencies and risk.
Implement
Deliver process improvements, integrations, automation or software.
Optimise
Review use and outcomes and develop further only where it makes sense.
10. Why Lukas Teissl?
Evidence instead of self-promotion.
15+ years of IT experience
Long-standing practical work in software, infrastructure, web systems and digitalisation.
65+ certifications
Documented qualifications across Microsoft, Adobe, Citrix, VMware and other technology environments.
Consulting + programming
Problems can be analysed strategically and the appropriate technical solutions implemented in practice.
Entrepreneurial perspective
Technology is evaluated by value, effort, risk and usability in real operations.
Frequently asked questions
Concrete answers before a project begins
How extensive does the initial analysis need to be?
It depends on the starting point. A focused review of one process is possible, as is a broader analysis across functions. Scope, objective and expected output are agreed in advance.
Does every improvement require new software?
No. Better configuration, clearer processes or connecting existing systems is often more economical. Custom software is recommended only when it creates a demonstrable benefit.
Can existing systems be integrated?
In many cases, yes. Available APIs, data quality, permissions and technical constraints are decisive. These are assessed before a binding implementation commitment.
How are results measured?
Useful criteria are defined before the project, such as fewer manual steps, shorter processing times, better data quality, clearer ownership or more structured follow-up. There are no unsupported success or revenue guarantees.
Can implementation be phased?
Yes. A prioritised, staged implementation is often more useful than one large transformation. Real usage can then inform the next steps.
How are privacy and IT security addressed?
Access, data processing, logging, backups and external services are considered during the design. Additional specialists or reviews are involved where the project requires them.
Your enquiry
Briefly describe the current situation. A few concrete sentences are enough for an initial conversation.