Automation Discovery & ROI Roadmap
We identify where automation will save the most time and money, then turn it into a clear delivery plan. Through workshops and shadowing, we document current steps, target outcomes, and the tech needed across Microsoft 365 and your line-of-business apps.
What’s included: process assessments, complexity/effort scoring, ROI model, prioritized backlog, architecture sketch (environments, connectors, security), and a 6–12-week rollout plan.
Outcomes: quick wins selected, cost/benefit proven, and a realistic path to scale even before a single bot is built.
Cloud Flow & Integration Development
We design resilient cloud/instant/scheduled flows that move data and trigger actions across Microsoft 365 and your business systems. Our builds use patterns for retries, concurrency, and error
handling to ensure reliability in production.
What’s included: SharePoint/Teams/Outlook/Excel/Dataverse/Dynamics connectors, custom connectors (API/Azure Functions), event-based automations, approvals, notifications, and documentation with runbooks.
Outcomes: fewer manual steps, faster cycle times, and clean, auditable integrations between apps your teams already use.
Power Automate Desktop (RPA) – Attended & Unattended
When legacy or desktop apps block API automation, we use Power Automate Desktop to automate the UI safely and at scale. We build robust selectors, credentialed runs, and exception paths so bots keep working—even when screens layouts change.
What’s included: bot design/build, queues & orchestration, credential vault integration, exception handling, and audit logs.
Use cases: invoice entry to ERP, data reconciliation, report downloads/uploads, HR onboarding/offboarding tasks.
Outcomes: eliminates repetitive keystrokes, reduces errors, and frees people for higher-value work.
Document & Email Automation with AI Builder
Turn unstructured input into structured data. Using AI Builder and prebuilt models, we capture information from invoices, POs, receipts, ID cards, and emails—then validate and post it to your systems.
What’s included: forms processing models, classification/routing, human-in-the-loop validation, business rules, ERP/CRM updates, and performance monitoring.
Outcomes: faster processing, higher accuracy, full traceability—and real-time data flowing to the right place.
Governance, ALM & Center of Excellence (CoE)
Scale Power Automate safely across teams with the right guardrails. We set up environments, data loss prevention (DLP) policies, role-based access, and CI/CD pipelines—plus a CoE so makers build within standards.
What’s included: environment strategy, DLP & security baselines, solution-based ALM, usage analytics, naming/ownership standards, maker training, and a support model.
Outcomes: compliant, supportable automations; fewer failures; clear ownership; and quicker time-to-value as you grow.