Teams managing requests
Operations, finance and people teams that need structured intake, clear decisions and a visible status for each request.
Replace spreadsheet handoffs with a workflow people can follow. We build business apps, approvals and reporting with Microsoft Power Platform, and agents on Microsoft Copilot Studio.
Tell us what you need
A request should arrive with the information needed to make a decision. We build forms and task views with Power Apps around that goal: required details, useful validation, the right next action and a status the requester can understand.
We agree on the data source and access model before building screens. Existing lists, business data and custom integrations have different limits and ownership requirements. The choice should support the workflow you need to run and maintain.
Routing an approval is only part of the job. Someone will be away, a request will need changes or a connected system will stop responding. We design the flow around those situations as well as the happy path.
Approval steps, escalation rules, notifications and retries are agreed with the process owner. We document how connections are maintained, who receives failure alerts and how an interrupted request is recovered without creating duplicate work.
We start with the decision: which requests need attention, where work is waiting or how actual activity compares with the plan. Then we agree on the source records and the definition of each measure.
The report scope includes data preparation, refresh behavior, access and checks against source totals. A useful report should make its coverage clear so that people understand what it does and does not include.
We build agents on Microsoft Copilot Studio to support specific tasks, such as finding a policy, explaining the request process or checking the status of an item the employee is allowed to access. We first define the sources, user authentication and permitted actions.
An answer should point back to its source where appropriate. Sensitive actions need confirmation, and uncertain or unsupported requests need a clear route to a person. We test those boundaries with realistic questions before widening access.
Bring the workflow into a custom intranet, or connect it to content organized through our SharePoint consulting work. The first milestone can cover one complete process rather than an entire department at once.
Our VIPAR portal work and wine and spirits distribution system provide examples of role-based access and operational workflows in custom applications. They are not presented as Power Platform deployments.
Operations, finance and people teams that need structured intake, clear decisions and a visible status for each request.
Teams that need dependable reporting and applications with clear ownership, controlled access and a practical support plan.
Task-focused forms and screens with validation, role-based actions and a data model that fits the process.
Routing, approvals, reminders and integrations, including exception handling and a named owner for failed runs.
Agreed metric definitions, data preparation, access rules and refresh checks so reports answer the questions your team uses to make decisions.
An assistant grounded in approved sources, with scoped actions, permission checks and a clear handoff when a person needs to decide.
Trace a real request from intake to decision and reporting. Confirm the source data, licensing, owners and acceptance criteria.
Senior engineers use AI-assisted delivery to target the first working release in 14 days. Test permissions, rejected requests and failures before expanding the workflow.
Pricing: Fixed price per milestone, no hourly billing. About a third of a traditional team's quote for the same scope. Platform subscriptions, connectors and agent usage are assessed separately.
Yes. We review the data model, connections, permissions and current failures before changing it. The first milestone can stabilize an existing workflow or add a clearly defined capability.
We compare the workflow, user experience, data access and ongoing licensing needs. Power Apps can suit focused internal processes; unusual interactions, external-user requirements or complex integrations may call for custom code or a combination.
We define the questions the report should answer, agree on metric definitions, prepare the data and build the report. Access, refresh behavior and reconciliation against source records are part of the agreed scope.
Depending on the configured sources and connections, it can help find approved guidance, collect information or start a scoped workflow. We test user access and define which actions require confirmation or a human handoff.
Not necessarily. The required licenses depend on your users, data sources, connectors and features. We review those requirements before implementation and separate platform costs from the development milestone.
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