Stop Guessing. Discover Exactly Which Processes to Automate
Get a comprehensive analysis of your workflows, ROI calculations for automation opportunities, and a prioritized roadmap—so you invest in the right automation, in the right order.
The Problem: Automation Without a Plan Wastes Money
Too many companies jump into automation without understanding which processes deliver real ROI
Don't Know Where to Start
You know automation could help, but which processes should you tackle first?
Wasting Budget on Wrong Automation
Companies often automate low-impact tasks while high-ROI opportunities sit untouched.
No Clear ROI Picture
Without proper analysis, you can't justify automation investments to leadership.
Our Discovery Process Solves This
In just 2-4 weeks, you'll have a clear roadmap with proven ROI, prioritized by impact and feasibility—so every automation dollar counts.
What You Get: Complete Discovery Package
Detailed deliverables you can use immediately—whether you implement yourself or hire us
Process Map & Documentation
Visual diagrams of your current workflows showing bottlenecks, handoffs, and inefficiencies
- ✓ Current-state process maps
- ✓ Identified bottlenecks and pain points
- ✓ Time and cost analysis per process
Automation Opportunity Assessment
Detailed analysis of which processes to automate and why
- ✓ Ranked opportunities by ROI potential
- ✓ Technical feasibility assessment
- ✓ Risk and complexity scoring
ROI Calculations & Business Case
Financial justification for each automation opportunity
- ✓ Time savings projections
- ✓ Cost-benefit analysis
- ✓ Payback period calculations
Prioritized Implementation Roadmap
Step-by-step plan for rolling out automation over 6-18 months
- ✓ Phased implementation timeline
- ✓ Quick wins vs. long-term initiatives
- ✓ Resource and budget requirements
Why "Discovery" Instead of "Audit"?
Traditional "audits" focus on compliance and finding problems. Our Discovery process is forward-looking and opportunity-focused.
Our 4-Step Discovery Process
From chaos to clarity in 2-4 weeks
Kickoff & Scoping
Kickoff & Scoping
We interview stakeholders to understand your business goals, pain points, and which departments or processes to focus on
Process Observation & Documentation
Process Observation & Documentation
We shadow your team, document workflows, and collect data on time spent, error rates, and bottlenecks
Analysis & ROI Modeling
Analysis & ROI Modeling
We analyze findings, identify automation opportunities, calculate potential ROI, and assess technical feasibility
Roadmap Presentation & Handoff
Roadmap Presentation & Handoff
We present findings, deliver comprehensive documentation, and recommend next steps with prioritized roadmap
Who Needs Discovery?
Common scenarios where discovery delivers massive value
Starting Your Automation Journey
You know manual work is killing productivity, but don't know which processes to automate first
- • Finance team manually entering invoices into QuickBooks
- • Sales reps copying lead data between systems
- • Operations spending hours on weekly reports
Justifying Automation Budget
Leadership wants to see ROI numbers before approving automation investments
- • CFO needs business case for automation platform
- • Need to prove payback period for custom development
- • Board wants to see efficiency gains from technology spend
Scaling Without Headcount
Business is growing but you can't afford to keep hiring for repetitive tasks
- • Onboarding new clients requires 10+ hours of manual setup
- • Order processing can't keep up with demand
- • Customer support buried in repetitive tickets
Post-Acquisition Integration
You've acquired or merged with another company and need to streamline operations
- • Two companies with different systems and processes
- • Redundant workflows across merged departments
- • Need unified reporting across organizations
Real Discovery Results
How our clients used discovery to transform their operations
Manufacturing Company Discovers $180K in Savings
Healthcare Practice Streamlines Patient Intake
Professional Services Firm Justifies $50K Investment
Discovery Pricing
Transparent, fixed-price engagements based on scope
Focused Discovery
Perfect for small teams or single departments
- ✓ Up to 3 core processes analyzed
- ✓ 1-2 week engagement
- ✓ Process maps and documentation
- ✓ ROI analysis for top opportunities
- ✓ Prioritized recommendations
- ✓ 30-day follow-up support
Comprehensive Discovery
Best for mid-size companies or multiple departments
- ✓ Up to 10 processes analyzed
- ✓ 3-4 week engagement
- ✓ Detailed process mapping
- ✓ Full ROI modeling and business case
- ✓ 12-month phased roadmap
- ✓ Executive presentation included
- ✓ 90-day implementation support
Enterprise Discovery
For large organizations or company-wide initiatives
- ✓ Unlimited processes
- ✓ Multi-department analysis
- ✓ Cross-functional workflow mapping
- ✓ Enterprise architecture review
- ✓ 18-month strategic roadmap
- ✓ Change management planning
- ✓ Ongoing advisory retainer available
What Happens After Discovery?
Discovery is just the beginning. Here's how we help you turn insights into action:
DIY Implementation
Take our roadmap and implement with your internal team
- • Detailed documentation to guide your team
- • 30-90 day email support for questions
- • Optional technical reviews as you build
Guided Implementation (Consulting)
We provide ongoing advisory as you implement
- • Monthly strategy sessions
- • Vendor selection guidance
- • Implementation oversight and troubleshooting
- • Change management support
Full Implementation (Setup)
We build and deploy the automations for you
- • End-to-end development
- • Testing and deployment
- • Staff training and documentation
- • Ongoing support and maintenance
Frequently Asked Questions
What's the difference between Discovery, Consulting, and Setup? +
How long does the discovery process take? +
Do we need to know anything technical to participate? +
What if we've already identified some processes to automate? +
Will you recommend expensive enterprise software we can't afford? +
What happens if you don't find any good automation opportunities? +
Can we implement the roadmap ourselves without your help? +
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 Discover Your Automation Opportunities?
Stop wasting money on random automation projects. Get a proven roadmap with clear ROI in just 2-4 weeks.