Map one manual process from request to completion. Identify where forms, approvals and notifications can reduce unnecessary administration.
Plan your solution
This workshop maps the relationship between business processes and the tools people actually use. It is useful when forms, spreadsheets, email and custom applications have accumulated without a shared picture. Digital Cloud can facilitate a working session that identifies overlaps and selects a practical first process for improvement.
Power Apps supports business applications, Power Automate connects workflow steps and Dataverse can provide a governed data foundation. Connector permissions and environment policies help control how information moves. A useful application also needs clear validation, error messages and support ownership when a workflow fails. Low-code applications and workflows can replace fragmented forms and manual handoffs. Reliable automation still needs clear data rules, exception handling and an owner who maintains it as the business changes.
Bring one request from intake to completion, including approvals, attachments and exceptions. Name the authoritative data source, users and handoffs. Record what happens when information is missing or a responsible person is absent.
Explore Forms for intake, SharePoint or Lists for structured tracking, Teams for collaboration and Power Automate for workflow. Check connector, permission and licensing implications before treating a prototype as a production design.
Challenge unnecessary approvals and duplicate tools before automating them. Compare candidate improvements by effort, risk and expected operational benefit, then define a small test with its business owner.
A purchase-request process exposes three separate status lists. Participants agree one authoritative record and define how approvals update it, including rejection and resubmission.
The final deliverables, licensing and responsibilities are agreed for your environment before implementation.
Define the process, data sources, connector requirements, permissions and support owner. Include testing, change control and a way to recover from failed or duplicate actions.
We begin with a conversation about the task, the people involved and the systems already in place. Together we identify what a useful result would look like and which dependencies need attention first. The agreed proposal sets the delivery boundaries, responsibilities and acceptance criteria.
| Project phase | What happens |
|---|---|
| 01Prepare | Involve the relevant process owners and prepare a representative example. Agree on the questions to answer, the preparation needed and the information that can be used safely. |
| 02Review | Work through the agreed scenario with the team. Capture decisions, open questions and the technical or organizational changes needed to move forward. |
| 03Validate | Review the outputs together and assign next actions. A workshop or prototype informs the next decision; production implementation and continuing support are scoped separately. |
Only if separately scoped. The usual decision output is a validated process concept and implementation requirements; build, integration and production rollout need their own agreement.
The starting environment, integrations, user groups and agreed outputs determine the effort. We confirm scope and commercial terms before work begins. Software licenses, infrastructure consumption and ongoing support may be separate items.
The proposal identifies the deliverables: these may include findings, a prioritized roadmap, a tested configuration, a prototype, documentation or training. We agree what is included and how completion will be assessed.
We review the actual applications, data sources and access requirements before recommending an integration. Dependencies and compatibility limits are recorded so the delivery plan reflects your environment.
You can use the findings to guide your own team or discuss a follow-on phase. Any maintenance, monitoring or support includes separately agreed service hours, responsibilities and response targets.
