Cut the admin, stop the copy-paste, let your team focus on growth. One process, tightly scoped, live in two weeks, using the Microsoft tools you already pay for.
Retyping data, chasing approvals, matching invoices, updating prices, building the same report again. We automate the handoffs between the tools you already use.
Every team has those small, annoying tasks that eat up time. We help you automate them so things move faster, data stays up to date, and your team can spend their day on what actually matters.
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 projects, no endless meetings. Just a working automation, two weeks after kick-off, with coaching so your team can keep going.
We pick one process with the biggest payoff. Tight scope, clear owner, measurable result.
We design, build and test on your real data. Your team sits next to us, so every design decision gets explained along the way.
Two weeks. You get a working automation, documentation, and a short coaching rhythm so your people own it after.
We focus on results your team will actually use. Training and helping people pick it up are part of the project, not an upsell.
A menu of tested patterns. Each one has a clear trigger, a clean build, a measurable result, and the stack we'd use today.
Trigger: invoice 30 / 45 / 60 days past due.
Build: Power Automate posts a Teams task with debtor, amount, and last contact. One-click templated email. Status writes back to SharePoint or ERP note.
Result: faster follow-up, lower DSO.
Time saved: 3-6 hours per week.
Stack: Business Central or Exact Online + Teams + Power Automate.
Trigger: PO above threshold or non-catalog item.
Build: Adaptive Card in Teams with line items, budget, delivery date. Approve or reject writes back to the ERP and logs the audit trail.
Result: clear ownership, shorter cycle time.
Time saved: 30-60 minutes per PO.
Stack: Business Central or SAP B1 + Teams + Power Automate.
Trigger: month-end closed.
Build: Power BI exports key pages to PowerPoint and PDF. Slides pull highlights and risks. Files land in a dated SharePoint folder and notify the group.
Result: no more copy-paste decks.
Time saved: 1-2 days per month.
Stack: Power BI + SharePoint + Power Automate.
Trigger: weekly cut-off.
Build: model combines historicals with pipeline hygiene checks. Bot posts at-risk deals to the owner in Teams with next-step prompts.
Result: fewer surprises, better cash planning.
Time saved: 2-4 hours per week.
Stack: Dynamics 365 Sales or HubSpot + Power BI + Power Automate.
Trigger: stock below minimum or sales velocity shifts.
Build: reorder list with EOQ and lead times. Approve in Teams to create POs.
Result: fewer stockouts, less dead stock.
Time saved: 4-8 hours per month.
Stack: ERP (BC, SAP B1) + Power BI + Power Automate.
Trigger: quarterly review or supplier change.
Build: controlled Excel template in SharePoint. Validate rules, route for approval, update ERP and e-commerce.
Result: one source of truth, fewer errors.
Time saved: 1 day per cycle.
Stack: SharePoint + ERP + Power Automate.
Trigger: new invoice email.
Build: extract data, match to PO and GRN, flag mismatches, push for approval. Post to ERP when matched.
Result: faster month-end, clear exceptions.
Time saved: 30-60 minutes per invoice batch.
Stack: Outlook + AI Builder / Form Recognizer + ERP + Power Automate.
Trigger: signed contract.
Build: create accounts, add to Teams groups, request laptop, assign training. Checklist tracked in a SharePoint list.
Result: day-one ready, consistent setup.
Time saved: 2-3 hours per hire.
Stack: SharePoint + Entra ID + Intune + Power Automate.
Trigger: 90 days since last order or rising returns.
Build: weekly list of accounts with churn signals. Teams ping with actions and a notes field.
Result: proactive saves.
Time saved: 1-2 hours per week.
Stack: ERP + CRM + Power BI + Power Automate.
Trigger: balance dips below threshold or forecast gap.
Build: daily cash view with expected in and out. Alerts with a driver summary.
Result: quicker moves on collections and spend.
Time saved: 3-5 hours per week.
Stack: ERP + bank feeds + Power BI + Power Automate.
Trigger: NCR raised on the shop floor.
Build: mobile form with photos. Route to the root-cause owner. Track the fix and verify. Report repeats by product or line.
Result: faster fixes, fewer repeats.
Time saved: 2-4 hours per week.
Stack: Power Apps + SharePoint + Power Automate.
Trigger: hours-meter or date due.
Build: job plan auto-creates tasks, parts list, and route. Notify techs in Teams.
Result: on-time service, less downtime.
Time saved: 4-6 hours per month.
Stack: Excel or ERP + Power Automate + Teams.
Trigger: week close.
Build: pull time and expense from sources. Post status and margin to a dashboard. Nudge late submitters in Teams.
Result: clean data, better margins.
Time saved: 2-3 hours per week.
Stack: project tool + Power BI + Power Automate.
Trigger: close checklist start.
Build: orchestrate tasks across GL, AR, AP, inventory. Lock steps, due dates, and sign-off.
Result: fewer delays, clear ownership.
Time saved: 1-2 days per month.
Stack: SharePoint + Planner + Power Automate.
Trigger: 90 / 60 / 30 days pre-renewal.
Build: renewal list with ARR, last NPS, and open tickets. Tasks created for owners with email templates.
Result: higher retention, better prep.
Time saved: 1-2 hours per week.
Stack: CRM + Helpdesk + SharePoint + Power Automate.
Trigger: incident logged.
Build: mobile capture, auto-notify the right roles, track CAPA to close, report trends.
Result: faster response, traceable actions.
Time saved: 2-3 hours per incident.
Stack: Power Apps + SharePoint + Power Automate.
Most teams already know which process hurts. Some don't, or they disagree. If that's you, our process mining service connects your event logs, maps every variant and ranks the biggest leaks by time and cost. Then we know exactly what to automate first, and we usually build the fix in the sprint right after.
Pick a process. We'll tell you if it's a good fit for a two-week sprint, what it'll take, and what you'd get at the end. Thirty minutes, free.
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