Power Automate Consulting Services
Build reliable automations, governed at scale—without the rework.
Since 2018, I’ve helped teams use Microsoft Power Automate to simplify work, cut rework, and make outcomes predictable. I’m opinionated about one thing: design first, then build. Clear ownership, a small number of tools, and honest measurement win every time.
Common Use Cases We Deliver
- Approvals that actually finish: multi‑step approvals with reminders, escalations, and audit trails.
- Document processing: classify → extract → route with human‑in‑loop for edge cases.
- Service triage: summarize requests, route to the right queue, propose first responses for edit.
- Finance and ops workflows: vendor onboarding, invoice coding, reconciliations, exception handling.
- System integrations: Dataverse, SharePoint, Microsoft 365, and key line‑of‑business apps.
How We Work (Design‑First, Then Build)
- Discovery: define the owner, the outcome, and the baseline (time, volume, error).
- Design: map the end‑to‑end process and where logic lives (flow vs. app vs. data).
- Pilot: ship a narrow flow with instrumentation and human‑in‑loop for ambiguous steps.
- Scale: standardize patterns, add monitoring, and expand to the next “noisy” process.
Prefer to learn the patterns before we build? Read the practical playbook: What Is Business Automation? The 2026 Guide.
Governance and Security (What Makes It Enterprise‑Ready)
- DLP policies and environment strategy: keep data where it belongs, reduce risk.
- ALM and logging: solution‑based deployments, approvals, alerts, and rollbacks.
- EU AI Act 2026 readiness: transparency and oversight built into agentic steps.
- Data ownership: one “source of truth” and clear read/write rules across systems.
For a hands‑on checklist, start here: Power Automate Flow Troubleshooting Checklist.
Pricing and Engagements
- Pilot (4–6 weeks): fixed‑fee design‑first engagement to deliver one high‑value flow and the measurement plan.
- Scale (quarterly): roadmap, backlog, and delivery for 3–5 flows with governance baked in.
- Enablement: templates, reviews, and office hours so your team ships safely without stalls.
Results and Client Stories
Proof matters. I’ve worked with large utilities, automotive, retail, and manufacturing—helping teams move from scattered automations to governed, end‑to‑end flows with real ROI.
See examples on Real Wins and dig into the thinking on Insights.
What You Get in 30 Days
- One flow in production for a “narrow but noisy” process.
- A measurement plan (baseline, targets, and how we’ll know it worked).
- Governance quick‑start (DLP, environments, ALM, and logging hooked up).
- A simple doc that shows the process, hand‑offs, and who owns what.
FAQs
What types of processes fit Power Automate best?
High‑volume, rules‑based processes with clear owners and data sources. Add human‑in‑loop for ambiguity.
Do we need Dataverse, or can we use SharePoint?
Both can work. Use Dataverse when you need relational data, security roles, and scale; use SharePoint for simpler content/list scenarios.
How do you ensure reliability and compliance?
Design‑first mapping, DLP and environment strategy, solution ALM, logging/alerts, and documented oversight for AI steps.
What’s the difference between RPA and Power Automate?
RPA focuses on UI automation; Power Automate spans API and UI, approvals, orchestration, and integrates natively with Microsoft 365 and Dataverse.
How do you measure ROI?
Baseline time × volume vs. post‑automation time × volume, plus error‑reduction savings—net of licenses and change‑management costs.
How fast can we launch a pilot?
In 4–6 weeks, assuming data access and an identified owner.