Capabilities and deliverables
- Workflow mapping to find slow, repetitive, or error-prone steps
- Automations built with tools such as Microsoft Power Automate
- Custom forms, approvals, and internal tools
- Integrations between the business applications you already use
- Custom web applications when off-the-shelf software doesn't fit
- Reporting and dashboards
- Documentation, training, and ongoing support after launch
How automation projects are built
Process mapping
We document each step of the current process with the people who do the work, including the exceptions.
Microsoft 365 tools first
Many workflows can be automated with Power Automate, Microsoft Forms, Microsoft Lists, and SharePoint, which you may already be licensed for.
Integrations
Connecting business applications through their APIs and webhooks so data is entered once and shared everywhere it's needed.
Custom applications
Purpose-built web applications when off-the-shelf tools can't handle the process.
Security
Dedicated service accounts with only the permissions they need, and credentials stored securely rather than inside the automation itself.
Documentation and handoff
Every automation is documented, so it can be maintained and changed as your process evolves.