Manual Processes
Repeated emails, spreadsheets, handoffs, rework, and administrative work that slow the business down.
Automate the process, not the mess
Power Platform Consulting Services
Design business applications, automate processes, and connect Microsoft 365 using Power Apps, Power Automate, and Dataverse, with security, governance, and maintainability built into the architecture.
Power Apps • Power Automate • Dataverse • SharePoint • Microsoft 365 Integrations
Requirement first. Platform second.
Select Power Platform after the process, data, permissions, ownership, integrations, and lifecycle are understood.
Power AppsPower AutomateDataverseSharePointGovernance
What happens first
Power Platform Architecture and Governance Review
The first conversation frames the business process, current apps or flows, ownership, data, integrations, and governance constraints before recommending Power Apps, Power Automate, Dataverse, or custom engineering.
Initial consultation is used to determine whether the right next step is governance review, architecture design, remediation, or delivery.
Best for
- Business processes moving from email, spreadsheets, InfoPath, or Designer workflows
- Existing apps and flows with ownership, reliability, ALM, or governance concerns
- Teams deciding between SharePoint, Dataverse, Power Platform, and custom development
Who should attend
- Platform Owner
- Power Platform Administrator
- Solution Architect
- Process Owner
What to bring
- Process overview and current pain points
- Known apps, flows, lists, or data sources
- Environment and governance requirements
- Connector, licensing, or integration constraints
What you get
- Architecture and governance review scope
- Environment, ALM, and ownership direction
- Risk priorities for apps, flows, and connectors
- Next-step plan for assessment or delivery
Business problems
What Are You Trying to Improve?
The engagement starts with the process problem, not a product name. Power Platform is useful when it removes friction without locking a messy process into new software.
Forms & Data Entry
Legacy or inefficient forms that need better user experience, validation, security, and control.
Approvals
Business decisions handled through email threads or inconsistent manual follow-up.
Business Applications
Processes that need task-focused apps instead of spreadsheets, ad-hoc lists, or unmanaged workarounds.
Microsoft 365 Integration
Processes spanning SharePoint, Teams, Outlook, Microsoft 365 data, and business systems.
Legacy Process Modernization
InfoPath, SharePoint Designer, and older SharePoint-based processes that need architecture decisions.
Architecture decision
Choose the Architecture Before the Tool
These technologies are not mutually exclusive. Serious solutions often combine them, but the combination should follow the requirement.
Business requirement
Define the outcome, users, data, approvals, integrations, ownership, and exceptions.
Native Microsoft 365
Use Microsoft 365 configuration when it can satisfy the requirement without custom app or automation complexity.
Power Automate
Use automation when the process needs triggers, approvals, notifications, orchestration, or controlled handoffs.
Power Apps
Use an app when users need a structured interface, task flow, form, or operational experience.
Dataverse
Use Dataverse when relational data, role-based security, auditing, ALM, or stronger business data modeling is justified.
SPFx / API / Custom
Use custom engineering when SharePoint UI or secured integrations exceed Power Platform-native boundaries.
Capability roles
Power Apps, Power Automate and Dataverse
Each platform capability has a different role. The architecture should make those roles clear before anything is built.
Power Apps
Business apps, forms, operational interfaces, and guided task experiences when users need more than a list view.
Request applicationsEmployee applicationsInspectionsData-entry experiencesOperational appsSharePoint-integrated appsDataverse-backed appsApproval interfaces
Power Automate
Production automation with trigger logic, validation, approvals, actions, error handling, monitoring, and ownership.
ApprovalsNotificationsDocument workflowsMicrosoft 365 automationProcess orchestrationData synchronizationScheduled processingSupported API integration
Dataverse
Business data architecture where structured relationships, security, auditing, packaging, and ALM are justified.
Relational business dataStructured tablesRelationshipsRole-based securityReusable business logicAuditingSolution packagingEnterprise ALM
Data architecture
SharePoint or Dataverse?
Choose the data platform based on the application’s requirements, not product preference.
SharePoint Is Often Appropriate for
Document-centric solutionsCollaborationSimpler list-centric processesMicrosoft 365 team scenariosMetadata-led document work
When Dataverse Fits
Complex relationshipsStronger record-level securityStructured business appsEnterprise ALMAuditingSubstantial integration
Decision depth: Power Apps Data Source Decisions.
Solution architecture
Power Platform + Microsoft 365 Architecture
Most business-process solutions connect user experience, automation, data, Microsoft 365 services and approved integrations. Not every project uses every layer.
Architecture checks
IdentitySecurityEnvironmentsGovernanceALM
Target pattern
Governed Business Solution
Apps, flows, data, and integrations are designed together so the process can be supported after launch.
1
User experience
Power Apps, Teams, SharePoint, Microsoft 365
Where people enter data, review work, and complete tasks.
2
Automation
Power Automate
Triggers, approvals, notifications, orchestration, exceptions, and scheduled work.
3
Business data
Dataverse / SharePoint
Structured records, documents, permissions, metadata, ownership, and retention.
4
Integration
Connectors / Graph / Secured APIs
Approved services, connection references, business systems, monitoring, and error handling.
Controls around every layer
IdentitySecurityEnvironmentsGovernanceALM
Legacy modernization
Modernize Processes Deliberately
InfoPath does not automatically become Power Apps, and SharePoint Designer does not automatically become Power Automate. First understand the process, data, logic, dependencies, owners, and target architecture.
Avoid one-to-one conversion thinking
Some legacy functionality should be retired, simplified, or handled with native Microsoft 365 before selecting Power Platform or SPFx.
Current
InfoPath
Current
SharePoint Designer
Current
Manual process
Discover
Process, users, owners, exceptions, volumes, and business value.
Assess
Data, logic, dependencies, permissions, integrations, and support risk.
Decide
Retain, replace, modernize, rebuild, or retire based on evidence.
Possible target architecture
Native Microsoft 365Power AppsPower AutomateDataverseSPFx
Process discovery
Understand the Process Before Automating It
Automation should remove unnecessary complexity, not encode it permanently. Discovery checks who owns the process, who uses it, where data lives, what permissions are required, what exceptions exist, what integrations are required, and what happens when automation fails.
Automate only after the process is clear
If the trigger, owner, approval path, and failure response are unclear, the first deliverable is process clarity, not a new flow.
Discovery output
A process map before a flow build
The goal is to understand ownership, decisions, data, and failure paths before choosing Power Automate or Power Apps.
1
Trigger
What starts the work?
Form submit, file created, request received, schedule, event, or system signal.
2
Input
What information is required?
Fields, documents, metadata, request context, validation, and required attachments.
3
Rules
How is work routed?
Business logic, conditions, thresholds, ownership, delegation, and edge cases.
4
Approvals
Who decides?
Approvers, escalation, timeouts, audit trail, notification, and exception handling.
5
Systems
What must be connected?
SharePoint, Dataverse, Teams, Outlook, Microsoft Graph, connectors, and business APIs.
6
Outcome
What proves completion?
Records updated, documents created, notifications sent, reports generated, and failures logged.
Security, governance and ALM
Build for Ownership, Not Just Go-Live
The page outcome should not be a working demo with hidden risk. Production Power Platform work needs ownership, environment choices, connector strategy, monitoring, and lifecycle thinking.
Identity
Microsoft Entra ID, user context, connector identity, and ownership are part of the design.
Data
SharePoint and Dataverse security boundaries should match the business data and user roles.
Connections
Connection references, approved connectors, and ownership reduce hidden production risk.
Integration
Protected credentials and privileged operations should not be exposed to clients.
Governance
Environment strategy, DLP considerations, lifecycle, monitoring, and support paths scale to solution criticality.
ALM
Solutions, environment variables, connection references, deployments, validation, and controlled releases where appropriate.
ALM lifecycle
Controlled Release Path
A production app or flow needs a clear route from build to support, not direct edits in production.
Develop
Build in the right environment with owners and configuration separated.
Package
Use solutions, environment variables, and connection references where appropriate.
Deploy
Release with controlled permissions, target connections, and rollback awareness.
Operate
Monitor failures, ownership, support handoff, and planned improvement.
Quality gates
TestValidateDocumentImprove
Project approach
Discover, Architect, Build, Validate, Govern
Seven stages focused on business process, data, security, architecture, controlled release, and lifecycle.
Discover
Business process, users, outcomes, owners, and current pain.
Assess
Data, security, ownership, integrations, exceptions, and failure paths.
Architect
Choose native M365, Power Apps, Power Automate, Dataverse, SPFx, or API architecture.
Build
Implement app, automation, data model, integration, and configuration.
Validate
Test functionality, permissions, errors, performance, and user acceptance.
Deploy
Release with controlled packaging, environment readiness, and change communication.
Govern
Define ownership, monitoring, support, documentation, and lifecycle decisions.
Engagement output
What You Receive
Consulting engagements end with working solutions plus the documentation and guardrails to operate them.
Solution assessment findings
Process, data, security, ownership, and integration findings for the requirement.
Environment and ALM recommendations
Development, test, and production boundaries, solution movement, and ownership.
Dataverse data model
Tables, relationships, and security-role design for the scenario.
Implemented apps and flows
Power Apps and Power Automate built with error handling and owner clarity.
Governance recommendations
Guidance for environments, connectors, DLP, ownership, security, and deployment.
Production-readiness checklist
Validation criteria and documentation for handoff.
Existing solutions
Existing Power Platform Solution Review
Not every engagement starts from scratch. Existing apps and flows can be reviewed for ownership, reliability, security, configuration, deployment, and maintainability.
Orphaned flows
Flows without clear business or technical ownership.
Personal connections
Automations dependent on individual accounts or unclear connector identity.
Hard-coded configuration
Environment-specific values embedded directly in apps or flows.
Weak error handling
Production flows that fail silently or notify the wrong owner.
Direct production editing
Changes made without controlled environments, validation, or deployment discipline.
Fragile SharePoint dependencies
Apps or flows that depend on unmanaged lists, columns, permissions, or document paths.
Evidence of expertise
Inspect the Technical Thinking
These are technical resources and architecture references. They are not customer case studies, testimonials, or claimed client outcomes.
Sample deliverable
Power Platform Governance Review
Illustrative review output covering environment strategy, connectors, ALM, ownership, governance gaps, risks, and next actions.
Example Power Platform review output, not a real customer engagement.
Architecture hub
Power Platform Hub
Navigation across Power Apps, Power Automate, Dataverse, governance, and integration content.
Breadth of platform coverage without turning the service page into a tutorial.
Production pattern
Power Automate Error Handling
How reliable flows handle run-after paths, logging, retry, notification, validation, and monitoring.
Production automation thinking beyond simple flow creation.
Architecture guide
Dataverse Architecture
How environments, metadata, data, security, APIs, business logic, and ALM fit together.
Dataverse as a business application architecture, not just storage.
ALM guide
Dataverse Environment Strategy
How development, test, and production environments support safer Power Platform delivery.
Environment and deployment discipline.
Decision guide
Power Apps Data Source Decisions
How to decide between SharePoint and Dataverse based on data, security, ALM, and app requirements.
Requirement-first data architecture.
Governance guide
Power Platform Environment Strategy and ALM
Environment strategy, managed deployment thinking, and supportable delivery for production solutions.
Governance and lifecycle depth.
Business use cases
Where Power Platform Adds Value
These are common scenario categories, not claimed customer projects.
Employee Requests
Forms, approvals, notifications, ownership, and status tracking.
Document Processes
SharePoint documents with metadata, automation, approvals, and lifecycle actions.
Operational Applications
Task-focused business apps with controlled data entry and business logic.
Approval Workflows
Structured decisions with clear outcomes, evidence, exceptions, and traceability.
Process Modernization
Legacy forms and workflows reviewed before being rebuilt or retired.
Microsoft 365 Automation
SharePoint, Teams, Outlook, and related services connected around a business process.
Qualification
Is This a Good Fit?
This service is for organizations that need process understanding, architecture decisions, responsible implementation, and supportable Microsoft 365 outcomes.
You Have Manual Business Processes
Email, spreadsheets, copy-paste work, and manual handoffs dominate the workflow.
You Need a Business App
Users need a structured interface rather than another list or spreadsheet.
You Need Microsoft 365 Automation
SharePoint, Teams, Outlook, or related services need reliable orchestration.
You Need Better Data Architecture
SharePoint lists are no longer enough for the application’s security, scale, or relationships.
You Are Modernizing Legacy Processes
InfoPath, Designer workflows, or manual SharePoint processes need decisions before rebuilding.
You Already Have Power Platform Solutions
Ownership, governance, reliability, ALM, or maintainability needs improvement.
Scope boundaries
What May Need Separate Scope
The discovery conversation defines what is included. These items are scoped separately when they apply to your environment.
Premium license procurement
Licenses stay with your Microsoft agreements. Requirements are identified, not resold.
Tenant-wide Center of Excellence rollout
Enterprise-wide CoE programs are separate scope.
Enterprise BI and Dynamics 365 functional work
Power BI at enterprise scale and Dynamics functional consulting are scoped separately when needed.
Large custom connectors and ERP integrations
Major API programs and ERP integrations are estimated separately.
Managed support
Ongoing operations continue under a support agreement when one is defined.
FAQ
Power Platform Consulting Questions
Should we use Power Apps or custom development?
Use Power Apps when the requirement fits a business app, form, or workflow interface. Use custom development when the user experience, integration, or platform boundary needs pro-code architecture.
Should our data live in SharePoint or Dataverse?
SharePoint often fits document-centric and simpler list-centric processes. Dataverse should be considered for relational data, stronger security, auditing, ALM, and structured business applications.
Can Power Automate replace SharePoint Designer workflows?
Sometimes, but not automatically. First assess the current process, triggers, approvals, data, owners, dependencies, and whether the workflow is still required.
Can Power Platform integrate with our business systems?
Yes, where supported connectors, APIs, identity, security, licensing, and governance fit the scenario. Sensitive credentials should be protected behind the right integration boundary.
Do we need Dataverse?
Only when the requirements justify it. Dataverse is useful for structured business data, relationships, security, auditing, solutions, and enterprise ALM.
Can you review existing apps and flows?
Yes. Reviews can look at ownership, connections, error handling, configuration, environment strategy, SharePoint dependencies, permissions, and deployment approach.
How should dev, test, and production environments be structured?
It depends on solution criticality, data sensitivity, makers, release process, connectors, and support model. Small solutions may need lighter governance than business-critical systems.
How do we start?
Start with a discovery conversation about the business process, current pain, data, users, security, integrations, and whether Power Platform is the right fit.
Requirement first. Platform second.
Have a Process That Needs a Better Microsoft 365 Solution?
Start with the business requirement. We will determine whether the right path is native Microsoft 365, Power Apps, Power Automate, Dataverse, or custom engineering.