Options for Process Automation: Finding the Right Fit
Most businesses overcomplicate automation by chasing AI hype. Learn how small, practical steps, from dataflows to AI agents, deliver the biggest impact.
ReadCut the admin, stop the copy-paste, give your team its week back. We take one process at a time, scope it tightly, and build it inside the Microsoft tools you already pay for.
What you have at the end of an automation project, stated plainly.
The recurring task stops needing a person. We measure the before and after on the real process, so you can see what it returned.
Records move between your systems by themselves. Nobody retypes them, and nobody reconciles two versions of the same number later.
It runs on the Power Platform inside the Microsoft 365 you already license. No extra subscription, no new supplier in the mix.
You get the flow itself, the documentation and enough coaching to adjust it when the process shifts. That part is included, not an upsell.
Retyping data, chasing approvals, matching invoices, updating prices, building the same report again. It is nobody's actual job, and it still costs your team a day a week.
Those tasks sit in the gaps between your tools: the moment an order leaves the webshop and has to appear in the ERP, the moment an invoice needs a signature from someone who is on the road, the moment finance needs the same figures in a different shape. We automate the handoffs, so the data moves on its own and a person only gets involved when something genuinely needs a decision.
We work with Power Automate, Power BI, Fabric, Teams, SharePoint and Copilot. And we coach your team so they can use and extend what we build on their own.
Reports and board packs update on their own. No more copy-paste Mondays or midnight slide builds.
POs, invoices, timesheets, expenses. Approve or reject from an adaptive card, audit trail written back automatically.
Excel, SharePoint, CRM, ERP. The data moves, every change is tracked, and the right person gets a heads-up when something needs attention.
No long project, no endless meetings. One process, picked because it pays back, built on your real data with your people in the room.
We choose the one process with the biggest payoff. Tight scope, a named owner on your side, and a result we agree how to measure.
We design, build and test on your real data. Your team sits next to us, so every design decision gets explained while it is being made.
You get the working automation, the documentation and a short coaching rhythm. From there your own people own it and extend it.
Automation only counts once people use it. That is the part most projects skip, and the part we build the engagement around.
A menu of tested patterns. Each one has a clear trigger, a clean build, a measurable result, and the stack we would use today.
Stack
Business Central or Exact Online + Teams + Power Automate
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Business Central or SAP B1 + Teams + Power Automate
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Power BI + SharePoint + Power Automate
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Dynamics 365 Sales or HubSpot + Power BI + Power Automate
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ERP (Business Central, SAP B1) + Power BI + Power Automate
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SharePoint + ERP + Power Automate
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Outlook + AI Builder + ERP + Power Automate
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SharePoint + Entra ID + Intune + Power Automate
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ERP + bank feeds + Power BI + Power Automate
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Power Apps + SharePoint + Power Automate
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Excel or ERP + Power Automate + Teams
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Project tool + Power BI + Power Automate
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SharePoint + Planner + Power Automate
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CRM + helpdesk + SharePoint + Power Automate
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Power Apps + SharePoint + Power Automate
Most teams already know which one hurts. If yours does not agree, our process mining service reads the timestamps in your own systems and ranks the biggest losses by time and cost. Then the choice is settled by numbers rather than opinion, and we usually build the fix in the sprint right after.
Pick a process. We'll tell you whether it is a good fit, what it would take, and what you would have at the end. Thirty minutes, free.
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