Discover
Process workshops, data audit, and a fit-gap against the standard product.
Phase 2 · Evaluate
Platform · Automation & analytics
Power Platform & Power BI
Approvals, low-code apps and scheduled data flows between systems, with role-based dashboards on the live ledger.
Overview
Approvals, low-code apps and scheduled data flows between systems, with role-based dashboards on the live ledger.
Capabilities
Power Automate approval workflows
Power Apps for field and branch teams
Power BI models and dashboards
Dataverse integration
Our approach
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Design
Solution blueprint, integration map, and the extensions we will actually need.
Deploy
Configuration, migration rehearsal, role-based training, UAT and phased cutover.
Support
Hypercare, managed services, client portal, scheduled optimisation reviews.
What you get
Power Platform and Power BI put approvals, small applications, scheduled data flows and dashboards on top of the ledger, without waiting for a development cycle.
Power BI dashboards on the live ledger
Power Apps for approvals, field capture and small line-of-business tools
Power Automate flows between systems
Governed environments and a shared data model
Role-based access to dashboards by entity and function
Where it fits best
Finance and operations teams that currently run reports from exports, and organisations that want field and approval processes on a phone without a custom build.
How we deliver it
A short set of reporting and process priorities, a governed environment, the first dashboards on the live ledger, and a catalogue of reusable components so the next app starts faster.
What drives the cost
Licences are per user or per app, and governance and training are part of the scope. The number depends on users, entities and currencies, integrations, data migration and the gaps found against the standard product. The pricing page sets out the model, and a discovery workshop turns it into a scoped quote.
Frequently asked questions
Do we need Power BI Premium?
Not necessarily. Capacity depends on users, data size and refresh needs, and we size it in discovery.
Who maintains the apps and flows?
You can, with training and a governed environment, or we maintain them under a managed-services agreement.
What drives the cost?
Users, legal entities and currencies, integrations, data migration and the gaps found in the fit-gap. We publish the model on the pricing page and turn it into a scoped quote after discovery.
How do we start?
With a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed.