Unlock hidden efficiency opportunities inside your business.
A hands-on, no-cost 3–5 day engagement to uncover operational inefficiencies, automation opportunities, and practical technology improvements — delivered by senior Stacksy operators.
Already have a specific build in mind? Skip the program — outline your project directly using our self-serve scoping tool. Takes 10–15 minutes.
Project Scoping Tool →What it is.
Stacksy's Innovation & Efficiency Discovery Program is a hands-on, no-cost engagement designed to help organisations uncover operational inefficiencies, automation opportunities, and practical technology improvements.
Over a focused 3 to 5 day engagement, our team works alongside your business to understand how your operations function in the real world, identify friction points, and recommend practical opportunities where technology, AI, automation, and better systems can improve efficiency, visibility, scalability, and customer outcomes.
Best fit for organisations of 50–300 staff where the operations have outgrown the spreadsheet-and-email approach — led by a COO, CIO, Head of Operations, or Product Owner who knows the team needs better tooling but isn't sure where to start.
Applications are reviewed quarterly, with limited places available.
Inefficiencies we typically uncover.
"We know we have inefficiencies" — these are the patterns. If two or more of these feel uncomfortably familiar, the program is probably a fit.
Spreadsheet sprawl
Three teams maintaining three versions of the same customer, product, or staff list — and someone manually keeping them in sync.
Manual reporting cycles
Daily or weekly reports that take 90 minutes of human time to assemble, even though the underlying data is already in your systems.
Email-driven approvals
Approvals chasing each other through email threads. Nobody can audit who approved what, or when, or why.
Onboarding bloat
A 5-step customer or staff onboarding process that could be 2 — but the workflow has accumulated rather than been designed.
Stale dashboards
Decisions made on yesterday's numbers because the live picture takes a day or two to surface — or lives in someone's head.
SaaS subscription sprawl
Six tools doing the work of three. Staff copying data between them. Nobody's quite sure which is the source of truth.
Audit scramble
Compliance evidence collected reactively — eating a week of someone's time before each review, when it could be captured continuously.
Repetitive customer comms
Customer-facing staff typing the same email 50 times a week, or making promises that operations can't reliably fulfil.
Five deliverables. One clear path forward.
Selected organisations walk away with a complete picture of where to focus, what to fix, and where AI and automation can move the needle.
Operational workflow analysis
We map how work actually flows through your business — handoffs, bottlenecks, and where time is being lost.
Technology opportunity assessment
An honest read of your current stack: what's working, what's holding you back, and where targeted change pays off fastest.
AI & automation identification
Specific, evaluated opportunities to remove repetitive work and unlock scale — not vague AI hype, real candidates ranked by impact.
Executive findings presentation
A clear, board-ready presentation of what we found — designed to align your leadership team and unlock decisions, fast.
Prioritised innovation roadmap
The exact sequence of moves we'd make — costed, sequenced, and tied to measurable outcomes — whether you build with us or someone else.
Run by senior people
The same founders and senior engineers who lead our paid engagements — no juniors, no offshoring, no wasted days.
Initiatives that typically come out of Discovery.
If we move forward together after the program, these are the shapes the work tends to take. None are off-the-shelf — each is designed to fit your specific operation.
Internal operations portal
One system replacing the email + spreadsheet workflow. Single source of truth, audit trail, role-based access, integrations to existing tools.
Reporting automation
Board prep that took a week now generates on demand. Dashboards that show live status, not yesterday's snapshot.
AI-powered triage
Inbound queries, tickets, or applications automatically classified and routed — your team only sees what needs human attention.
Customer self-service
The 3–4 hours/week of admin per customer-facing staff member that customers could (and would) do themselves, given the right interface.
System integration
Your CRM, ops platform, finance, and reporting talking to each other directly — ending the double data entry and the source-of-truth wars.
Field & mobile workflows
Replacing paper or desktop-only tools for on-the-road teams. Capture once, sync everywhere.
Led personally by our CIO.
Kristen Britz
Chief Innovation Officer · Certified Innovation Professional (GIMI)Kristen leads every Discovery engagement personally — working directly with your leadership and operational teams to identify friction points, assess automation and AI opportunities, and prioritise initiatives by impact and feasibility. She's then joined by Stacksy's developers, architects, and AI specialists to shape practical solution concepts where the opportunity warrants it.
Five phases. Three to five days of embedded discovery.
A structured engagement designed to fit around your operations — not disrupt them.
1 · Apply & qualify
Submit a short application. We review against fit and capacity, and confirm shortlist within one business week.
2 · Discovery workshop
Half- to full-day workshop with leadership and operational leads to map known pain points and align on success measures.
3 · Embedded discovery
3–5 days on-site and remote. Observation, stakeholder interviews, system & process review. You keep operating as normal.
4 · Analysis & ranking
We rank opportunities by impact, complexity, and feasibility — split into quick wins, strategic enhancements, and transformational moves.
5 · Findings & roadmap
Executive presentation, opportunity register, innovation report, and a prioritised roadmap. You decide what to do next.
No obligation. Discovery doesn't commit either side to follow-on work.
Built for operators who know there's friction — and want a clear plan to remove it.
If any of these sound familiar, the program is built for you.
- "We know we have inefficiencies — we just can't see them clearly enough to act."
- "Everyone's talking about AI. We don't know where it'd actually help us."
- "Our team is stretched. We need a senior outside view to find the highest-leverage moves."
- "We want a real roadmap — not a deck full of buzzwords."
Questions we get about the program.
What does the Discovery Program cost?
Nothing, for selected organisations. The program is fully no-cost. We invest the time because it gives us a deep understanding of how your operation actually works — and if a paid engagement makes sense afterward, both sides go in informed.
Who is the program for?
Organisations of 50–300 staff with operational complexity that's outgrown spreadsheets and email — typically led by a COO, CIO, Head of Operations, or Product Owner who knows the team needs better tooling but isn't sure where to start. We work across NFP, government, sport, MedTech, and SMBs.
How long does the program take?
3–5 days of embedded discovery work alongside your team, plus a half-day kick-off workshop and a findings presentation. From application acceptance to final readout typically runs 2–3 weeks.
Are we committed to follow-on work?
No. The Discovery Program is fully no-strings. You walk away with a prioritised roadmap regardless. If we're a fit to deliver any of the initiatives, that's a separate, paid conversation — and entirely your choice.
How does selection work?
Applications are reviewed quarterly. Places are limited because Discovery is hands-on and led personally by our CIO. We prioritise organisations demonstrating genuine appetite for change, with operational complexity where we believe we can move the needle.
How is this different from a regular consulting engagement?
It's collaborative. We work alongside your team rather than from the outside in — observing real workflows, talking to the people doing the work, and surfacing patterns the leadership team often can't see from the org chart. The output is a roadmap you'll actually use, not a deck of generic recommendations.
Tell us about your business.
Applications are reviewed quarterly. Limited places available. We aim to respond within one business week.