Consulting

Stop paying people to be human APIs.

Repetitive manual tasks between disconnected systems are consuming your most expensive resource — your team's time. We identify exactly which processes to automate first and what ROI each one delivers.

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Who this is for

Your team spends hours copying data between systems that should talk to each other

Repetitive manual tasks are generating errors and slowing throughput

You have tried automation tools before but they didn't deliver measurable results

You want to know which processes to automate first and in what order

What's Included

What you leave with.

Automation Opportunity Map

A prioritised list of every automatable process in your business, ranked by ROI. Each item has an estimated FTE saving and implementation cost attached.

Every process ranked

ROI-Ordered Implementation Plan

We sequence the automation roadmap by impact — highest savings, fastest to build goes first. You see results within weeks, not months.

Highest impact first

Quick Win Deployments

The highest-impact, simplest automations are deployed during the workshop engagement itself — not in a future project phase.

Live during engagement

0.5 FTE

minimum savings gate per initiative

The gatekeeper rule

If an initiative cannot justify at least half a full-time employee in savings, it does not proceed. No vanity projects. No budget wasted on features that don't move the P&L.

Illustration — connected systems

Stage 1 Output

What the diagnostic actually looks like.

Every engagement starts with a cross-departmental diagnostic. You receive a table showing each department, the key problem, and the estimated ROI of fixing it. With numbers, not opinions.

*Illustrative example based on actual client data. Your numbers will differ.

Department

Key problem identified

Estimated ROI

Sales

Non-phone tasks eating 60% of rep time. Forecasting done manually in Excel.

$450K/yr savings

Operations

Every workflow requires a human connector between systems. Process not documented.

$720K/yr identified

Marketing

No closed-loop reporting. Campaigns run on gut feel, not data.

Full funnel visibility

Finance

Recurring billing tracked in spreadsheets. 3 days per month manual reconciliation.

$420K/yr savings

*Illustrative example based on real client engagement. Your diagnostic will reflect your actual operations.

What You Get

What changes in your business.

Measurable savings attached to every initiative we recommend.

0.5 FTE

Minimum gate per initiative

Every automation we recommend must justify at least half a full-time employee in savings. No vanity projects, no technology for its own sake.

Zero

Transcription errors

Automated processes do not make mistakes. Error rates drop. Rework costs disappear from your P&L.

Week 6

First automations live

The highest-impact, simplest automations are deployed during the engagement itself — you do not wait for a future project phase.

How it works

From manual labour
to automated workflows. In weeks.

Day 1–3

Process audit

We map every manual task in the department — who does it, how long it takes, how often. We put a dollar figure on each one. The highest-cost items become the target list.

Day 3–5

Automation mapping

We identify which tasks are automation candidates, which tools can handle them, and what the realistic capture rate is. No hype — just what will actually work in your stack.

Week 2

Priority deployment

We build and deploy the top-3 automations immediately. These are the ones with the highest ROI and lowest implementation risk. You see savings before the workshop ends.

Week 3–4

Roadmap & handover

You receive a full automation roadmap — every identified opportunity, sequenced by ROI, with effort estimates. Your team can run the remaining items independently or with our support.

Illustration — engagement timeline

Wk 1–2 Wk 2–3 Wk 3–4

Process audit

Auto mapping

Deployment

ROI visible

First automations live within the workshop window

"We don't automate for the sake of it. Every workflow we touch must free at least 0.5 FTE. If it doesn't qualify — it stays manual and we move to something that does."

Cezary Bielecki

CEO & Co-Founder, Digital Forms

Client Reviews

What our clients say

The team at Digital Forms is everything I hoped for in a partner, and more. Incredibly professional, skilled, reliable, communicative — really top notch service throughout our project.

I ask myself if I should say that Digital Forms are great people or great professionals. Both are true. In my opinion — greatest developers. You can feel that they love their job.

Digital Forms created BeforeYouGo for me. They have made a brilliant, well-designed, and unique app. Today I see how useful our product is in the insurance market.

FAQ

Common questions

Yes. Most companies have automation tools that are underused, incorrectly configured, or solving the wrong problem. We audit what you have, identify what is working, and build the plan around your existing investment where possible.

We are tool-agnostic. We select the right tool for each job — Python scripts, RPA platforms, API integrations, or workflow automation tools like Zapier or Make for simpler cases. Importantly, you own everything we build. No vendor lock-in.

By ROI. The 0.5 FTE gatekeeper rule applies to every initiative — it must justify at least half a full-time employee in savings before it goes on the plan. We sequence highest savings, fastest to implement first.

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