Business Applications

Replace the spreadsheet with a system

When a process has outgrown spreadsheets, shared mailboxes and paper forms, we build the application that should run it: one tracked record for each applicant, referral, supplier, contract or asset, with the steps enforced in order, the approvals built in and the reporting on top. Built on Microsoft Power Apps and Dataverse inside your own Microsoft 365, so there is no new system to buy and no new login to remember.

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What you get

—One system of record for what you track in spreadsheets today: applicants, referrals, cases, suppliers, contracts, assets, clients
—Screens for the people who do the work and a view for the people who manage it
—The steps of your process enforced in the right order, with approvals and notifications built in
—Access by role with Microsoft sign-in, so a leaver loses access the day they leave
—Reports in Power BI over the same data, so nobody exports to Excel to count
—Connections to the systems you already run: finance, HR, CRM, email and document storage
—User testing with your team, training, a runbook and thirty days of go-live support

Not included

Replacing your finance or payroll system
Microsoft licence procurement
Cleaning old spreadsheet data beyond the agreed import
Custom-coded software outside Microsoft 365 (we will say so if that is the better tool)

If what you need is a CRM

We set up and extend Dynamics 365 Sales and Customer Service, and build lighter CRMs on Dataverse where Dynamics is more than you need. Where you already run HubSpot, Salesforce or Pipedrive and the problem is around the CRM rather than in it, we work with what you have.

Systems we have built

Each of these replaced spreadsheets, email or paper with one tracked record and the steps enforced.

The Restaurant Group Applicant tracking for airport and station concessions Location-specific spreadsheets tracking identity checks, referencing, criminal record checks and airport clearance were replaced by a model-driven Power App that enforces each site’s sequence. Read the case study → A London property management company Procurement approval workflows for a property management company Three paper-based procurement approval processes became digital workflows on Power Apps ahead of an audit, with automated notifications and a reporting dashboard. Read the case study → A national café-bar operator Purchase order process for a national hospitality operator Purchase requests, supplier onboarding, GL-code validation and threshold-based approvals built on SharePoint, Canvas Apps and Power Automate, with exports to the finance system. Read the case study → A legal and tax advisory firm Proposal generation for a legal and tax advisory firm Personalised client proposals that took over an hour of copy-pasting, screenshots and PDF form-filling are generated from structured intake in minutes, with engagement tracking. Read the case study → A national social-impact charity Corporate services source of truth for a social-impact charity Discovery workshops and two proof-of-concept applications on Power Platform gave corporate services a single view of its processes and data, designed to grow one function at a time. Read the case study → An executive search firm Candidate application portal for an executive search firm A manual, error-prone application process became a portal on Power Pages with automated document handling, grading workflows and GDPR-compliant data management. Read the case study →

All application case studies →

How it fits together

1 Process & Reporting Review Find the one process worth automating first 2 One-Problem Automation One named process, automated end to end 3 Business Applications The system your spreadsheet has become 4 Reporting & Data Foundation A proper data model and reports people trust 5 Cover Keep what you have working, and improve it

Tell us the process that costs you the most hours.

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