Power Automate

Automate the boring stuff, connect systems, and keep work moving — reliably and securely inside Microsoft 365.

Cloud flows Approvals Integrations RPA (desktop) Governance & DLP

From inbox chasing → tracked approvals

Before

Approvals via email with no visibility.
Missed SLAs and manual reminders.
No audit trail or reassign/timeout path.

After

Approvals in Teams/Outlook with reminders.
SLA timers, escalations and reassign.
History stored to SharePoint/Dataverse.

Outcome: faster cycle time, clear ownership, full audit.

From swivel‑chair work → system integrations

Before

Copy/paste between apps and spreadsheets.
Human error and out-of-date data.
Nightly manual updates.

After

Event‑driven syncs using connectors/APIs.
Idempotent updates and retry policies.
Alerts on failures and throttling.

Outcome: real‑time data, fewer mistakes, less admin.

From legacy‑only tasks → desktop automation

Before

Old line‑of‑business app with no API.
Staff re‑key data daily.
Slow, error‑prone manual steps.

After

Desktop flows (RPA) for repeatable tasks.
Credential vault, attended/unattended runs.
Logs and exception handling.

Outcome: hours saved weekly, consistent results.

How we automate (fast & safe)

Discover

1–2 workshops

We map the process, people and SLAs, and list every system we’ll touch (and their limits).

Process mapSLAs & ownersData sourcesConnector limits

Output: short summary + one‑page solution sketch.

Design

events • data • failure paths

Triggers, retries, idempotency, and how data flows. We plan alerts and dead‑letter paths up front.

Event modelError handlingSecurity modelIntegration plan

Output: click‑through mock + sized backlog.

Build

envs • DLP • ALM

Dev/Test/Prod with DLP, solution‑aware flows, connection refs, env vars and telemetry.

Cloud & desktop flowsPipelinesRun‑after policyAlerting

Output: weekly show‑and‑tell + running demo env.

Ship

handover & run

Pilot, tune throttling, then promote to Prod. We hand over with clear ownership.

Pilot & feedbackPipelines to ProdRunbook & docsAdmin handover

Output: go‑live checklist, training micro‑videos, review date.

Example flows we ship fast

Intake → Approve

Forms/SharePoint + Teams

Doc lifecycles

Reviews, expiry, archive

HR starters

Accounts, groups, welcome

System sync

M365 ↔ SQL/APIs

Power Automate — FAQ

Do we need premium licences?

Not always. Standard connectors (SharePoint, Outlook, Teams) cover many use cases. Dataverse, SQL, on‑prem gateway and some connectors are premium — we’ll flag these and design to minimise cost.

How do you keep flows reliable?

Idempotent updates, scoped error handling, retries, run‑after policies, dead‑letter paths and alerts to Teams/Email. We test with realistic volumes and connector limits.

What about governance & DLP?

Environment DLP policies, least‑privilege connections, and service principals for ownership so flows don’t break when people leave. Auditing and monitoring included.

SharePoint or Dataverse for data?

SharePoint suits lighter lists and documents. Dataverse fits relational data, roles, audit and scale. We’ll recommend the right fit per scenario.

Can you integrate on‑prem systems?

Yes — via the on‑premises data gateway and suitable connectors (e.g., SQL, files, custom APIs). We assess network/auth up front.

Do you use Solutions and pipelines?

Yes — solution‑aware flows with connection references and environment variables, deployed through Dev/Test/Prod via pipelines.

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