For organizations where approvals still move by email and reports are rebuilt by hand in spreadsheets.
We set the rules first: who can build, in which environments, with which data. Then we get work out of email chains and spreadsheets with flows in Power Automate, apps in Power Apps, and reports in Power BI.
Governance and inventory sets the rules for what already runs. Then we build new apps and flows within them, with Power BI reports on what they process.
Estimated 2–3 weeks
Apps, flows, and reports inventoried with owners, environments and data loss prevention policies set, and a request path for makers.
Approvals stuck in email rebuilt as flows with a record, and Power Apps for lists that outgrew spreadsheets.
An approval that takes a week because it lives in someone’s inbox, and forms that outgrew the spreadsheet.
Reports for the apps and flows we build, and support for your Power BI Report Server. Semantic models, row-level security, and reporting across the business sit with Data Platform and Microsoft Fabric.
Apps and flows in daily use, with no report yet on what they process.
Reporting across the business: Data Platform and Microsoft Fabric
Not sure which fits? Request a meeting
The nightly coordinator flow of the Copilot adoption solution, as built in Power Automate, and its run history at a major New York City university.
A major New York City university had licensed Microsoft 365 Copilot, and almost nobody was using it.
The HR department at a major New York City university knew AI could help but had no shared way to decide where.
A global mobility and workforce development firm needed its desktops, email, and intranet moved to the Microsoft platforms current at the time, and none of the work could interrupt its people.
Not for a first app. Many start on SharePoint lists and move to Dataverse when relationships, security roles, or volume need it. Dataverse needs premium Power Apps licenses and SharePoint lists don’t, so the choice also changes licensing. The Assess phase says which, per app.
Yes, and they probably already do. The rules set the limits: environments, data loss prevention policies, a request path, and guidance for makers. We build the first apps and flows with your people so they can maintain them.
They are inventoried with their owners and given a disposition: keep, rebuild, or retire. Teams-connected apps, flows, and agents do not move between tenants cleanly, so rebuilding is planned, not discovered.
Mostly how many processes move and which systems they connect to. Whether Dataverse is needed, and how many makers you want to enable, add to it.
The process decides. Structured data entry becomes an app, a hand-off with approvals becomes a flow, a question people ask in different words becomes an agent, and some processes should be fixed before any of them. We say which.
It starts with a 60-minute call. If we need more to scope it, a short questionnaire follows. Then a written proposal and statement of work. Once you approve, we begin with the Assess phase.
