Power Platform, workflows, and dashboards that reduce manual work.
Your team spends hours on manual intake, data entry, and spreadsheet hygiene. Email sits in multiple inboxes. Data lives in disconnected spreadsheets. No single source of truth. We use Power Platform—Microsoft's low-code automation platform—to build intake workflows, approval chains, and executive dashboards that eliminate manual work and create operational visibility. The outcome: 15–25 hours per week reclaimed, unified data flow, and real-time reporting that leadership can act on.
Manual intake processes fragment your data. Requests arrive via email. Approvers are looped in via reply-all. Data entry happens in three different places: the email, a SharePoint list, and a spreadsheet. By the time a request gets where it needs to go, you've lost context and wasted cycles on "what's the status of that thing from two weeks ago?"
Compliance intake is the worst. Forms come in via email, Teams, or a web form. You manually extract details into a spreadsheet. You email approvers. You track approvals across multiple email threads. You re-enter approved data into your actual system. Your team estimates 20+ hours per week on this process—and auditors still struggle to trace an approval decision to its supporting documentation.
We map your intake process end-to-end: where requests originate, who approves at each stage, what data needs to be captured, and where results land. We prioritize automation opportunities and outline your automation roadmap.
We build Power Automate flows that trigger when requests arrive (email, Teams, forms). We create approval chains with conditional routing. We set up connectors to your existing tools (SharePoint, Dynamics, SQL databases). We test end-to-end workflows.
We build Power BI dashboards showing intake metrics, approval status, SLA compliance, and bottlenecks. We train your team on the new workflow and dashboard. We document procedures for maintenance and future enhancements.