Replace repetitive handoffs with business applications and automated workflows. Define environments, connectors and ownership before scaling.
Plan your solution
Power Platform connects business applications, workflow automation and reporting. Power Apps can provide the user interface, Power Automate can coordinate actions, and Power BI can show results. Digital Cloud can scope a solution around an actual process, selecting its data foundation and operational model before development begins.
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.
Compare a focused canvas app with a structured Dataverse-based approach. Define records, relationships, validation and access by role. Existing SharePoint lists may fit simpler needs; sensitive or relational processes require closer evaluation.
Map connector requirements and premium licensing. Data policies govern which connectors may exchange data; they do not replace permissions on the underlying systems. Design approval paths, failed-run handling and accountable flow owners.
Separate development, testing and production where appropriate. Use solutions for supported components, document connection references and agree who approves releases and monitors failed processes.
An equipment-request app records requests, routes approval and updates a status view. A rejected request and a failed downstream connection are tested as carefully as approval.
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 |
|---|---|
| 01Define the design | Translate the requirements into a practical design. Confirm product choices, interfaces, permissions and the responsibilities needed to operate the solution. |
| 02Deliver in stages | Configure or implement the agreed scope, test representative workflows and resolve material issues. Plan user communication and any controlled transition from existing systems. |
| 03Prepare for ongoing operation | Confirm acceptance, document the relevant configuration and prepare the people responsible for daily use. Define maintenance and support arrangements before handover. |
No. Entitlements depend on the products, connectors and usage pattern. Confirm licensing against the proposed design before committing to a build.
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.
