Microsoft Power Automate
Consulting Services

Filling out a Microsoft Excel file with repeating data is a very common scenario in many departments: employee timesheets, quotation proposals or expense reports.  

We worked with the sales team of a multinational company in the petroleum-derived materials industry to review their customer order intake process. The solution consists of a Power Apps application that the team uses to enter customer orders with consistent and accurate data capture. When the order is confirmed, a Power Automate workflow automatically generates an Excel file stored in SharePoint with the corresponding order details using a standardized template. 

The template had many calculations and validations going on, so the operations team no longer needs to spend time doing manual checks and reviewing lost emails and unstructured data. This automation decreased order processing time, improves data capture, and provides a centralized repository of all orders. 

This automation can also be applied to Microsoft Word templates.

Picture this: a multinational manufacturing company juggling multiple CAPEX projects across different regions. Each project has a unique approval chain based on the project approved amount, company and department. The perfect recipe for endless and back-and-forth emails, misrouted approvals and delays. 

With our Microsoft Power Automate consulting services, we designed a dynamic approval solution that is triggered when projects are submitted and automatically routes requests in the right order using a configurable approval matrix. All of this while providing full event and action logging, allowing traceability and full audit trail. 

The result? Faster, more transparent approval process with improved compliance, full auditability, and significantly less administrative effort for everyone involved.

A financial services company receives payment remittance statements from more than 15 different insurance carriers, each one using its own PDF layout. The accounts receivable team had to manually review every document and convert it to Excel format to later use it in the payment reconciliation process. 

As a Microsoft Power Automate consulting development company, we implemented an end-to-end payment remittances automation that standardizes data regardless of the original format. All incoming statements are processed using Azure Cognitive Services and orchestrated through Power Automate. 

Typically, Accounts Payable analysts manually review supplier invoices to determine the correct general ledger accounts, cost centers, and company. This process often relies on individual judgment and can be error-prone. The outcome? Inconsistent coding, rework and approval delays. 

We have partnered with the AP team of a company in the BPO industry to improve their process by implementing Artificial Intelligence combined with Power Automate workflows. The solution automatically captures invoices from incoming emails, analyzes their content, and assigns the correct GL code: all fully aligned with the company’s GL coding policies and rules. 

As a Power Automate development company, we can help you blend AI into your day-to-day tasks with automations that have real impact.