Stop Guessing. Discover Exactly Which Processes to Automate
Walk away with your automation opportunities ranked, an ROI estimate for each process, and a fixed price for every build worth doing. One fixed-price engagement, 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
One fixed-price engagement ranks your opportunities by impact and feasibility, with an ROI estimate on each. You know where the money should go before you spend any of it.
What You Walk Away With
Deliverables you can act on right away, whether you build with us, build it yourself, or decide to wait
Your opportunities, ranked
Every process we look at, ranked by what it costs you today and what automating it would give back. Quick wins first.
- ✓ Where the hours actually go
- ✓ The bottlenecks and handoffs slowing things down
- ✓ What to automate, what to fix first, and what to leave alone
An ROI estimate per process
Hours saved, errors avoided, and payback period for each opportunity, so the numbers hold up when someone asks.
- ✓ Time saved per week
- ✓ Cost of errors and rework
- ✓ Payback period
A fixed price for each build worth doing
If a build makes the cut, you get a fixed price for it. No hourly estimates, no open-ended quotes.
- ✓ A clear scope for each build
- ✓ The right tool for each job, from Make, Zapier, or Power Automate to custom code
- ✓ What it would take to build it yourself instead
A summary your decision-makers can approve
A plain-English summary your partners, board, or leadership can read in one sitting and say yes or no to.
- ✓ The recommended order of builds
- ✓ Budget and timeline for each phase
- ✓ Process maps for the work that matters most
The Process Assessment covers your top 3–5 opportunities, with a rough ROI estimate for each and a recommended next step. The Discovery Sprint covers all of the above, across every department. Compare the two options
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 first call to a roadmap you can act on. The hours listed are your team's time.
Intro call
Intro call
A free call to agree which processes and departments to look at, who we should talk to, and which option fits: the Process Assessment or the Discovery Sprint.
Working sessions with your team
Working sessions with your team
We walk through how the work actually gets done with the people who do it: every step, handoff, spreadsheet, and workaround.
Analysis and ROI modelling
Analysis and ROI modelling
We rank each opportunity by what it costs today and what automating it would save, and check what your current software can already do. For the Discovery Sprint, we also put a fixed price on each build worth doing.
Roadmap walkthrough
Roadmap walkthrough
We walk your decision-makers through the findings and hand over the summary. Build with us, build it yourself, or do nothing. The decision is yours.
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
What Discovery Looks Like in Practice
One example for each option. They show how each one runs. They're illustrations, not client case studies.
An accounting firm heading into tax season
An equipment dealership planning a bigger rollout
Discovery Pricing
Transparent, fixed-price engagements based on scope
Process Assessment
CAD, fixed price, one-time
A focused first look for smaller companies and first-timers
- ✓ Your top 3–5 opportunities, ranked
- ✓ A rough ROI estimate for each one
- ✓ A summary with a clear recommendation on what to do next
- ✓ 2–3 hours of your team's time
Discovery Sprint
CAD, fixed price, one-time
The full roadmap for companies planning a multi-process rollout
- ✓ Every opportunity ranked, with an ROI estimate per process
- ✓ Process maps and a phased build plan
- ✓ A fixed price for each build worth doing
- ✓ A summary your decision-makers can approve
- ✓ 5–6 hours of your team's time, across departments
- ✓ The roadmap is yours to keep, whoever builds it
Larger or multi-department engagements are scoped case by case. Compare all DigitalStaff plans and pricing →
What Happens After Discovery?
The roadmap is yours. Here are the three ways clients put it to work:
Build it yourself
Hand the roadmap to your own team or IT provider
- • Everything documented so your team can build from it
- • Want guidance as you go? Advisory adds a monthly strategy session and keeps the roadmap current
Have us build it
We build what's on your roadmap as fixed-price Project Builds
- • A fixed price, agreed before we start
- • Built and tested with your real data
- • Your team trained, everything documented
- • 60 days of monitoring included
Bring us in for the long haul
A Fractional Chief Automation Officer: strategy, building, and operations under one monthly fee
- • Biweekly strategy sessions
- • 1–2 new automations shipped per month
- • Hosting, monitoring, and maintenance included
- • Starts with a Discovery Sprint
Frequently Asked Questions
What's the difference between Discovery, Advisory, and a Project Build? +
How long does the discovery process take? +
Do I keep the roadmap if I don't build with you? +
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
Marc-André Verville
Business Applications Manager
Groupe Océan
It's great to work with partners who are as collaborative and responsive as you are.
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 guessing which automation project comes first. Get your opportunities ranked, with an ROI estimate on each, for one fixed price.