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TARGETED PROJECT

M365 Process Automation Sprint.

One manual workflow replaced with Power Automate, SharePoint, and Forms. Fixed price. Shipped to production, not handed off as a backlog.

  • 2–3 weeks

    typical engagement duration per workflow

  • 4–8 hours

    total time required from your stakeholders

  • $4,500–$7,500

    fixed per workflow, by complexity

Why this matters.

Every SMB and nonprofit running on Microsoft 365 has between three and a dozen paper-and-email workflows that everyone agrees should be automated. The expense submission that goes through a printed form and an inter-office envelope. The leave request that runs on an email thread to three different managers. The new-vendor intake that lives in a shared Excel file someone forgets to update. The capability to fix these has been bundled into M365 for years — Power Automate, SharePoint lists, Microsoft Forms, Approvals — and yet most of those workflows are still running on paper because the IT team is heads-down on infrastructure work and the operations team doesn't have the Power Platform reps to build the flow themselves. The sprint exists to ship one of those workflows in two-to-three weeks, end-to-end, in production, with documentation the team can reference next time. Not six in parallel. Not a strategy doc about which one to pick first. One, finished.

What we do.

Two-to-four hours of workflow discovery with the actual stakeholders — the people who run the manual version today, not only the managers who approve it. A documented current-state flowchart. A target-state flow built in Power Automate with the right SharePoint list or library structure backing it, Microsoft Forms or PowerApps fronting it, and Approvals chains where they belong. End-user testing with the same stakeholders who participated in discovery, before the flow goes to all users. A production rollout plan timed to your team's calendar — not on a Friday afternoon, not during month-end close. Brief admin handoff so your IT lead or MSP can support the flow operationally. Documentation written for the team that's going to live with this thing, not for the consulting deliverable shelf.

What you walk away with.

A working automated workflow in production, used by the people who used to run the manual version. Documentation that survives the engagement — both end-user how-tos in your branding and an admin runbook for the team that maintains the M365 environment. A stakeholder cohort that knows what good looks like in Power Automate, which makes the next workflow easier to scope (whether you do it yourselves or run a second sprint). The flow is yours; if you decide to extend it later, you have everything you need to do that without paying for re-discovery. If Copilot or broader AI adoption is the next question, the Copilot Readiness Assessment and the AI Readiness Advisory cluster cover that adjacent territory.

What's in scope.

Workflow discovery (2–4 hours with the actual stakeholders, not only managers). Documented current-state flowchart. Target-state design review with the executive sponsor before build. Power Automate flow build (cloud flows; desktop flows scoped separately if relevant). SharePoint list, library, or list-validation setup as the flow's data backbone. Microsoft Forms intake or basic PowerApps frontend (one screen / one form / no custom data sources). Approvals chains with managerial routing. End-user testing cohort and pre-production sign-off. Production rollout coordination. End-user how-to documentation in your branding. Admin runbook (how to monitor, troubleshoot, and modify the flow). Brief admin handoff session. 30 days of post-rollout email Q&A for flow-specific issues.

What's out of scope.

Multiple workflows in a single engagement — the sprint is one workflow per engagement; additional workflows are separate sprints (which is the point of the productized shape). Full PowerApps custom builds (multi-screen apps, custom data sources, embedded logic past basic forms). Data integration with non-Microsoft systems (REST API connections to non-M365 SaaS, on-prem database connectors, custom connectors). Complex parallel approval logic, business-rules engines, or AI Builder integration. Power BI dashboards as part of the workflow output (separate scope). Migration of existing third-party automation tools (Nintex, K2, Zapier, etc.) to Power Automate (separate scope, scoped per workflow).

This is the right engagement when…

  • You have a specific workflow in mind — expense submission, leave requests, intake forms, new-vendor onboarding, single-stage approval chains — and the team's been talking about automating it for at least six months.
  • You're already on M365 Business Standard or higher, so the Power Platform capability is paid for and sitting there.
  • You've tried to build the flow internally and run into one specific blocker (the SharePoint list permissions, the approvals chain logic, the Form-to-list mapping) that's keeping the project at 80% complete.
  • You've hired a Power Platform consultancy before and ended the engagement with a partially-configured flow plus a list of "future enhancements" — and you want a different shape this time.
  • The workflow's manual version is becoming a real cost — late approvals, lost forms, a finance team chasing the same expense submission three times.

What you receive across the engagement.

  • Working automated workflow in production The primary deliverable. Used by the stakeholder cohort that participated in discovery, then rolled out to all users. Operationally maintained by your IT lead or MSP after handoff.
  • Current-state and target-state flowcharts Visual documentation of what the workflow looked like before and what it looks like now. Useful for the next person who has to make sense of the flow.
  • End-user how-to documentation Branded for your environment. How to submit, how to check status, how to escalate. Yours to reuse for new hires.
  • Admin runbook Written for IT operations. How to monitor flow runs, what the common failure modes look like, how to add or remove a user from the routing logic, how to extend the flow if a new requirement surfaces. Operator-credibility documentation, not a consulting deliverable shelf piece.
  • 30-minute admin handoff session Live walkthrough with the team that maintains M365 in your environment. Recording is yours.
  • 30 days of email Q&A Flow-specific questions during the first month of production use.

How we're different.

  • Fixed-price productized. Most Power Platform consultancy work is sold T&M, which incentivizes scope expansion mid-engagement. The fixed-price-per-workflow shape forces the discovery work that scope demands — what we agree on at engagement start is what ships.
  • Shipped to production, not handed off as a backlog. End of the engagement = a working flow used by real users with documentation, not a discovery deliverable plus a "phase 2 backlog" plus an invoice.
  • Discovery with the stakeholders who run the manual version. The flow that ships is the one that fits how the work actually happens, not the one a manager described in a kickoff meeting. Most automation projects fail at the gap between described workflow and actual workflow; the discovery format is built to close that gap.

Ready to ship the workflow that's been on the list for six months?

Schedule a free discovery call

Indiana · U.S. remote