Expert Guidance for Your Automation Journey
Don't navigate automation alone. Get strategic advisory from experienced consultants who've guided 50+ companies through successful automation transformations.
Automation Is Complex—You Need Expert Guidance
Common challenges that lead companies to seek consulting
Overwhelmed by Technology Choices
Make, Zapier, Power Automate, custom code—which is right for your needs and budget?
Implementation Stalling or Failing
Your automation project is behind schedule, over budget, or not delivering expected results.
Team Resistance and Change Management
Employees are pushing back on new automation, fearing job loss or unwilling to change habits.
We've Been There—We Know How to Navigate It
With 15+ years of automation experience across 50+ companies, we provide the strategic guidance you need to succeed.
What We Help You With
Comprehensive consulting services for every stage of your automation journey
Automation Strategy Development
Create a comprehensive automation roadmap aligned with your business goals
- ✓ Current state assessment and gap analysis
- ✓ Multi-year automation roadmap
- ✓ Budget planning and ROI projections
- ✓ Risk assessment and mitigation planning
- ✓ Success metrics and KPI definition
Technology Selection & Vendor Management
Choose the right platforms and tools without vendor bias or costly mistakes
- ✓ Platform comparison and selection (Make, Zapier, Power Automate, custom)
- ✓ Vendor evaluation and contract negotiation
- ✓ Integration architecture planning
- ✓ Build vs. buy decision support
- ✓ Tool stack optimization
Implementation Oversight
Ensure your automation projects stay on track and deliver expected results
- ✓ Project planning and milestone tracking
- ✓ Technical reviews and quality assurance
- ✓ Troubleshooting and problem-solving
- ✓ Best practices guidance
- ✓ Performance optimization
Change Management & Training
Help your team embrace automation through communication and support
- ✓ Change impact assessment
- ✓ Communication planning and messaging
- ✓ Staff training and documentation
- ✓ Resistance management strategies
- ✓ Adoption tracking and feedback loops
Flexible Engagement Models
Choose the consulting approach that fits your needs and budget
Monthly Retainer
Ongoing advisory for companies with continuous automation needs
- • Organizations with multiple automation initiatives
- • Companies building internal automation capabilities
- • Businesses undergoing digital transformation
- ✓ Monthly strategy sessions (4-8 hours)
- ✓ Priority email/phone support
- ✓ Quarterly roadmap reviews
- ✓ Unlimited async consultation
- ✓ Access to templates and frameworks
Project-Based
Fixed-scope engagement for specific automation initiatives
- • Companies with defined automation projects
- • Platform selection and migration projects
- • Process redesign before automation
- ✓ Defined scope and deliverables
- ✓ Weekly progress meetings
- ✓ Detailed implementation plan
- ✓ 90-day post-project support
- ✓ Success metrics tracking
Hourly Advisory
Flexible, as-needed consulting for specific questions or challenges
- • Ad-hoc technical reviews
- • Second opinions on vendor proposals
- • Troubleshooting specific issues
- ✓ No minimum commitment
- ✓ Expert advice on-demand
- ✓ Same or next-day scheduling
- ✓ Written recommendations
- ✓ Follow-up support included
Consulting vs. Discovery vs. Setup
Understanding which service fits your needs
Discovery
Consulting
Setup
How Consulting Works
Our proven 4-phase approach to automation success
Discovery & Alignment
We start by understanding your business goals, current state, challenges, and what success looks like
Strategic Planning
Develop your automation strategy, technology recommendations, and implementation approach
Guided Implementation
Provide ongoing advisory as you implement, with regular check-ins and course corrections
Optimization & Scale
Refine and improve automations, expand to new processes, and build internal capabilities
When You Need Consulting
Real scenarios where consulting delivers massive value
Choosing the Right Platform
You need to select an automation platform but don't want vendor bias or costly mistakes
Your team has researched Make, Zapier, Power Automate, and custom solutions—but which is right for your specific needs, budget, and technical capabilities?
We provide platform-agnostic analysis of your requirements, recommend the optimal solution, and guide implementation.
Confidence you've chosen the right platform with clear justification for stakeholders
Multi-Department Automation Initiative
You're rolling out automation across multiple departments and need coordination
Sales wants CRM automation, Finance wants AP automation, Operations wants inventory automation—how do you prioritize and ensure integration?
We develop a company-wide automation strategy, prioritized roadmap, and governance framework.
Coordinated rollout with clear priorities, timelines, and integration architecture
Rescue a Failing Project
Your automation project is over budget, behind schedule, or not delivering expected value
You hired a vendor or internal team to build automation, but it's not working, too slow, or doesn't match requirements.
We assess what went wrong, provide technical review, and create a recovery plan.
Project back on track with realistic timeline and budget
Build Internal Automation Capabilities
You want to build an internal automation team instead of relying on consultants forever
You need to hire automation talent, establish best practices, and create governance—but don't know where to start.
We help you hire the right people, train your team, establish standards, and transition to self-sufficiency.
Internal team capable of building and maintaining automation independently
Platform-Agnostic Expertise
We have deep experience across all major automation platforms and can recommend the right fit for your needs
No-Code Automation
- • Make (Integromat)
- • Zapier
- • Power Automate
- • n8n
- • Tray.io
RPA & Desktop Automation
- • UiPath
- • Power Automate Desktop
- • Automation Anywhere
- • Blue Prism
Custom Development
- • Python
- • Node.js
- • Azure Functions
- • AWS Lambda
- • APIs
Business Systems
- • Salesforce
- • QuickBooks
- • SharePoint
- • Power BI
- • Excel
Consulting Success Stories
How we've helped companies achieve automation success
Healthcare Company: Platform Selection & 12-Month Roadmap
Manufacturing Firm: Rescued Failing Custom Build
Professional Services: Change Management for 150 Employees
Frequently Asked Questions
How is consulting different from your Setup service? +
Do I need a monthly retainer or can I just hire you for a project? +
Will you recommend the most expensive platforms to increase your fees? +
What if we already have an automation vendor but need a second opinion? +
Can you help us build an internal automation team? +
How quickly can we get started? +
Do you only work with Canadian companies? +
What our clients say
Chuck Baresich
President
Haggerty AgRobotics Company
Had the team prepare a system for us to automate the re-branding of our digital invoicing and statements. The system has been working flawlessly for over a year. Simple to administer and the team are easy to get in contact with make adjustments or update our requirements.
Marilee A Nowgesic
CEO
Canadian Indigenous Nurses Association
The team is friendly, reliable and extremely patient to ensuring our concerns are addressed and understood. They have enabled an open table to allow for their clients to receive timely (...really feels like 24/7 platforms...) and concise information on the latest trends in IT, data collection and many other relevant issues. DigitalStaff has also provided an environment that allows for multiple levels and skills of their clients - so you never have to feel like you're not contributing. Their ability to translate your project needs provides an impressive output/deliverable to suit the needs of our projects.
Kevin Potts
President
Norseman Construction
Oscar and his team are amazing, they are always there when we need them. The automation process has been truly amazing, and we have found alot more time and productivity in our day to day processes.
Kyle Watters
Owner
Elmira Stove Works
We have been using Digital Staff for almost 10 years now, they look after all of our network and computer IT needs. They are friendly and great people to work with, knowing they are only a phone call away is piece of mind in our business. I would highly recommend this company for all your IT needs and if you are looking to save time, money and improve efficiency.
Gerda Zonruiter
Senior Research and Evaluation Consultant
Centre for Organizational Effectiveness
Oscar has helped me problem solve and find solutions for specific tasks saving me a lot of time. He provided me with the instruction I needed to implement the solutions on my own. He was responsive and easy to work with.
Paul B Bélanger
Trademark Attorney
The Law Office of Paul B. Bélanger
I am familiar with the highly professional services of DigitalStaff. I resorted to the business services of DigitalStaff on numerous occasions, knowing they pay attention to provide high quality services at reasonable price. I recommend DigitalStaff in confidence knowing their specialized services will provide satisfaction to any client, small or large.
Jill Osborne
National Executive Director
Kids Kicking Cancer Canada
The DigitalStaff team helped create effective and affordable solutions for our small shop. They quickly gained an understanding of our needs and have helped us trouble-shoot along the way.
Michael Mandich
Customer
It was wonderful service. I found Oscar to be honest and thoughtful. He was always available to do even the smallest tasks. He tried to teach me many things on the computer and was patient even though I find it very difficult. I recommended him to friends and they had high praise for his abilities. It is easy to give him 5 stars ⭐️
Ali Tavakoli
AI, RPA, and Automation Developer
DigitalStaff
DigitalStaff is a great company for doing Robotic Process Automation, the owner is very friendly and can take care of any issues that come up very quickly. Highly recommend DigitalStaff for RPA workload or any other type of software development where you need to automate tasks.
Ilze Van der Merwe
National Expansion Manager
Kids Kicking Cancer Canada
Our Organization can highly recomend DigitalStaff. They have helped us automate many of our work processes which saves us time and makes us efficient. We are a small organization with few hands, and having DigitalStaff assist us in our IT and backend processes makes our work lighter which opens up our time to get to things that really matter, which is making a difference in Children's lives.
Dr. Joan Clayton
Psychologist
Dr. Reist & Associates
Excellent and prompt service, highly skilled, personable and always eager to help and resolve issues - ABSOLUTELY THE BEST
Joe Orendorff
Owner
Elmira Stove Works
Great Service!
Ready to Get Expert Guidance?
Whether you need strategic planning, platform selection, or implementation support—we're here to help you succeed.