Stai Family Services

Offerings & services

Service designed around the way your organization already works.

Engagements range from improving an existing Excel process to connecting multiple systems into a maintainable data environment. Typical investment ranges are listed with each offering. Final pricing follows the scope of the work.

01 — Optimize

Improve the systems you already have.

Typical investment $500–$1,500

For organizations with existing Excel-based processes that are functional but inefficient, difficult to maintain, or overly dependent on manual work.

Many teams already have the right information sitting in workbooks that grew faster than they were designed. Optimize brings structure, speed, and reliability back to those tools so they remain an asset rather than a bottleneck.

Typical solutions

  • Workbook restructuring
  • Formula optimization
  • Data cleanup
  • Dashboard development
  • Power Query implementation
  • Power Pivot implementation
  • VBA enhancements
  • Performance optimization
  • Reporting improvements

Business outcome: A cleaner, faster, more reliable system that improves the tools your organization already uses.

02 — Automate

Convert repetitive work into repeatable workflows.

Typical investment $2,000–$5,000

For organizations where employees repeatedly collect, manipulate, reconcile, analyze, and report the same information.

When the same sequence of downloads, copies, cleanups, and reconciliations happens every week, the cost is no longer just time. Automate replaces that cycle with a workflow that can be refreshed rather than rebuilt.

Typical solutions

  • Automated data retrieval
  • Database connections
  • Power Query data pipelines
  • Custom VBA automation
  • Automated model updates
  • Recurring report generation
  • Dashboard development
  • Automated file creation and management

Current process

Download files → Copy data → Clean data → Update formulas → Reconcile → Build report → Distribute report

Automated process

Place or retrieve source data → Refresh → Updated model and reports

Business outcome: Reduced labor, faster reporting, greater consistency, and fewer opportunities for manual error.

03 — Modernize

Build a connected business data environment.

Typical investment $5,000–$15,000+

For organizations that have accumulated multiple spreadsheets, databases, reports, manual processes, and disconnected information systems.

This engagement looks beyond an individual spreadsheet and examines how information moves through the organization. The work is to connect sources, establish consistent logic, and deliver a system that people can actually use day to day.

  1. 01 Discover

    Understand current workflows, systems, data sources, and reporting requirements.

  2. 02 Design

    Develop a practical solution around the organization's actual business processes.

  3. 03 Connect

    Bring together relevant Excel files, databases, exports, and other information sources.

  4. 04 Automate

    Eliminate unnecessary manual steps.

  5. 05 Model

    Create structured data models and consistent business logic.

  6. 06 Analyze

    Develop useful metrics, dashboards, and reporting.

  7. 07 Deliver

    Provide a system designed for practical day-to-day use.

Business outcome: A more connected, scalable, maintainable, and efficient information environment.

Business Automation Assessment

Don't know where to start?

The Business Automation Assessment is designed for organizations that know a process could be improved but aren't sure where the greatest opportunity lies. We start by examining the process.

Typical investment $750–$1,250

  • Current workflow review
  • Data-source review
  • Spreadsheet and reporting review
  • Manual process identification
  • Bottleneck identification
  • Automation opportunity analysis
  • Recommended improvements
  • Prioritized implementation roadmap

Deliverable: A practical roadmap outlining what can be improved, what can be automated, and where investment is likely to provide the greatest value.

Learn about the practice

Project investment

Typical ranges by engagement type.

ServiceTypical investment
Excel Optimization$500–$1,500
Advanced Excel Development$750–$2,500
Power Query / Data Integration$1,500–$5,000+
Custom VBA Automation$2,000–$7,500+
Power Pivot / Data Modeling$2,000–$7,500+
Automated Reporting Systems$1,500–$5,000+
Business Automation$2,000–$10,000+
Business Data Modernization$5,000–$15,000+
Complex Multi-System Solutions$10,000–$25,000+

Final project pricing is based on scope, complexity, data sources, integration requirements, automation requirements, deliverables, and expected business impact.

Ongoing support

Business systems evolve. New reports are required. Data sources change. Processes change. Employees change. Ongoing development and maintenance are available for organizations that want a continuing automation resource.

Maintenance

$500/month

Occasional maintenance and minor improvements

Growth

$1,000/month

Regular development and process improvements

Partner

$2,000/month

Ongoing automation and system development

Custom

Contact us

Larger or specialized requirements