Back-office automation
Visualize, automate, optimize.
When people copy information between systems, chase approvals, or repair the same spreadsheet every week, the process is asking for a better design. We help you find the steps that can be simplified, automated, or connected, while keeping people in charge of exceptions and decisions.
Request Automation AssessmentStart with the real workflow
Bring a process that crosses people, spreadsheets, email, and business systems. We map the trigger, handoffs, data, exceptions, and controls before selecting a platform. The goal is a process that a team can understand, operate, and improve. Legacy Excel macros and Access databases can be assessed for migration rather than copied blindly into a new tool.
How we help
Clarify the work
Identify repeated steps, delays, re-entry, and exceptions across HR, sales, finance, purchasing, distribution, or other operations.
Choose the right mechanism
Use integration, Power Automate, Power Apps, Dataverse, Power Query, or conventional code where the task calls for predictable behavior. Consider AI when judgment about unstructured information is useful and can be reviewed.
Design for ownership
Define who approves, monitors, handles failures, and maintains the workflow. Keep records and controls visible to the people accountable for them.
Automate finance and operations handoffs
Map recurring approvals, data entry and reporting preparation around your ERP, then decide which steps to automate and where people should review exceptions.
Typical need
Manual approvals, spreadsheet handoffs, local desktop tasks, recurring reporting prep, or repeated administrative workflows.
What we clarify
Trigger events, system handoffs, exception handling, approvals, controls, ownership, and reporting visibility.
Proposed next step
A proposed automation roadmap identifying triggers, handoffs, owners, controls and exceptions to review.
Automation that fits around ERP
Some work belongs in Business Central or Dynamics 365 Finance and Operations; other work is better handled beside it. We assess that boundary so automation does not become a parallel source of conflicting records.
Request Automation Assessment