Review existing apps, flows and connectors. Identify ownership gaps, data risks and opportunities for a more maintainable solution.
Plan your solution
A Power Platform assessment can evaluate an existing app, an aging custom solution or a proposed business process. Its purpose is to decide whether to retain, improve, integrate or rebuild the solution, with technical findings connected to business needs. Digital Cloud can agree a focused review using selected components and representative process evidence.
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.
Document users, data volumes, critical transactions and pain points. Inspect screens, approval rules and exception handling. For a new concept, distinguish essential requirements from features that can wait until a later phase.
Examine data sources, connector dependencies, permissions, flow ownership and error history. Check whether canvas-app queries handle the required dataset and whether environments, solutions and release practices support maintainable change.
Evaluate SharePoint or Dataverse suitability, integration boundaries and licensing implications. Record dependencies, migration effort and unresolved assumptions. Prefer an option with a clear operational owner and testable acceptance criteria.
A spreadsheet-based approval process is compared with a Power Apps replacement and a smaller improvement to the existing workflow. Data ownership and recurring maintenance influence the recommendation.
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 |
|---|---|
| 01Establish the baseline | Confirm the systems, evidence and access needed for the review. Record the current configuration and relevant business constraints before drawing conclusions. |
| 02Prioritize findings | Explain findings in terms of impact and practical effort. Separate confirmed issues from assumptions and identify the owner who can validate each recommendation. |
| 03Plan corrective action | Agree on a prioritized action plan, identify dependencies and define how improvements will be verified. Changes are implemented only within the agreed scope and authorization. |
It supports a decision within the reviewed scope. Unproven integrations, performance or unusual requirements may need a separate prototype before production commitment.
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.
