Service illustration
Starting points
Employee requests, internal forms, operational data capture, approval routing and reminders.
Planning
Define fields, validation, roles, approvals, exceptions, notifications and reports. Assess licence and connector requirements before implementation.
Connections
Review supported Microsoft services and other systems; explain technical and data access dependencies.
Ownership
Document the workflow and agree who handles access, failures and changes.
What the first discussion covers
Describe the current process, user groups, source information and desired result. We will assess constraints and define a suitable next step.
What your scope should include
Agree deliverables, supported integrations, data preparation, validation, ownership, deployment and support. Record dependencies before committing to a timeline.
Who the service is for
Teams managing repeated requests, approvals and records through email or spreadsheets.
What the project produces
A documented workflow with fields, roles, approval steps, exceptions, supported connectors and validation examples.
What your team prepares
The current process, policies, data sources, user groups and access to the relevant licensed environment.
What happens after deployment
Assign owners for access, changed policies, connector failures and maintenance. Automation needs operational care as well as initial development.