We’re a small team of specialists delivering dependable automation across Microsoft 365 and the Power Platform. Every solution is built to be reliable and easy to maintain, with clear guardrails, audit-friendly logging, and a clean handoff your team can support.
About us
How we work
A practical delivery process focused on reliability, maintainability, and clear “done” criteria.
Step 1
Discovery
Clarify the workflow, inputs/outputs, constraints, and access needs.
Outputs: scope, assumptions, “done” checklist
Step 2
Design
Define data mapping, guardrails, failure modes, and notifications.
Outputs: workflow diagram, test plan
Step 3
Build + Validate
Implement the automation and validate with real scenarios.
Outputs: working solution, acceptance checks
Step 4
Deploy + Handoff
Deploy, document, train users, and define ownership.
Outputs: runbook, troubleshooting guide
Delivery model
Designed for clarity and accountability—especially when multiple specialists contribute.
Lead consultant
Owns requirements, scope, timeline, and communication. Ensures the solution meets “done” criteria.
Specialist(s)
Implement workflow logic, integrations, and tooling within their domain (M365, Excel/VBA, scripting, etc.).
Review gate
Peer review + test checklist before deployment. Focus on reliability and maintainability.
Engineering standards
We build automations that are dependable in real business environments—not fragile scripts that break after a month.
Guardrails
✓
Input validation, sane defaults, and safe fallbacks
✓
Clear “done” criteria and acceptance checks
Reliability
✓
Logging and failure notifications
✓
Idempotent / safe reruns (when relevant)
Security & ownership
✓
Least privilege, no hard-coded secrets
✓
Runbook + handoff documentation
What we need from you
This keeps delivery fast and avoids surprises.
Examples / sample data
A sample report, spreadsheet, template, or a screen recording/demonstration of the current process.
Rules & standards
Naming conventions, approvals, recipients, and “what good looks like.”
Access plan
Access method (least privilege), test environment details, and who can validate results.
Specialists, not generalists
You work directly with a small specialized team focused on clean, reliable automations that ship fast and are easy to maintain.
✓
Microsoft 365 workflows
✓
Excel/VBA tooling
✓
PowerShell & scripting
✓
Integrations & APIs
✓
Manufacturing workflows
✓
Reporting & KPIs