Our Services
Pick the lane that matches your problem. Each category groups solutions by delivery platform and project type—so you can quickly find the right starting point, timeline, and level of build.
Need something specific? We also deliver custom solutions built to your process and tools—scoped around your requirements and timelines.
Need something specific? We also deliver custom solutions built to your process and tools—scoped around your requirements and timelines.
Quick Win
Deploy: 2-3 days
Admin Automation
Reduce admin work fast. We automate repeatable tasks so your team saves time, reduces errors, and gets consistency.
Example quick win: new project → create folders + move files + notify the team.
Typical quick wins
Project setup
File handling
Reporting
Notifications
Approvals
What you get
✓
A scoped automation with clear “done” criteria
✓
Validation + guardrails to prevent bad inputs
✓
Logging + failure handling (dependable, not fragile)
✓
Simple handoff guide for your team
Explore Options
Great fit for standardized tasks your team repeats every week.
Microsoft 365
Timeline: 2–6 weeks
Power Platform Solutions
Connect your data, automate work, and improve visibility using Microsoft Power Platform—without ripping out your existing tools.
Example solution:
request submitted → approval → workspace created → Teams update → dashboard refreshed.
Common solutions
Power Automate
Power Apps
Power BI
Dataverse
Teams + SharePoint
What you get
✓
A clear solution plan (process, data, and roles) before build starts
✓
Secure, permission-aware implementation (no “wide open” shortcuts)
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Reliable automation with retries, notifications, and auditability
✓
Documentation + handoff so your team can maintain it
Explore Options
Best for teams already using Microsoft 365 who want scalable automation and reporting.
Excel
Deploy: 1–5 days
Custom Excel Tools
Make Excel faster, safer, and more automated—so your team spends less time on manual work and more time on decisions.
Example solutions:
compare reports → highlight differences + KPIs + summary, or generate proposal PDFs from within Excel.
Common solutions
Report comparison
Dashboards / KPIs
PDF generation
Data cleanup
Batch processing
What you get
✓
Custom macros built for your workbook and your process (not generic templates)
✓
Clean UI: buttons, prompts, and error messages for non-technical users
✓
Validation + guardrails to prevent broken spreadsheets and bad inputs
✓
Documentation + handoff so your team can maintain it
Explore Options
Ideal for Excel-heavy teams, without platform migration.
Microsoft Power Platform Solutions
Prebuilt and custom automations that connect Microsoft 365 tools (SharePoint, Teams, Outlook, Forms, Excel) to streamline handoffs, reduce manual steps, and keep your team automatically updated.
Microsoft 365
Power Automate
Deploy: 1–3 weeks
RFP Intake & Opportunity Setup
Turn new RFP submissions into an organized project workspace—folders created, documents filed, and your team notified automatically.
Best for: teams handling RFPs/RFQs who want faster response time, consistent filing, and fewer missed handoffs.
What it does
✓
Monitors a SharePoint intake folder and detects new RFP/RFQ uploads
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Reviews and classifies all submitted documents, then routes them into the right project folders
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Creates a standardized SharePoint project workspace (folders + optional permissions)
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Sends a nicely formatted HTML email (and optional Teams alert) with links + next steps
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Generates an AI summary of the main RFP document and includes it in the notification
Inputs needed: intake folder location, folder template + naming rules, who gets notified, and where projects should be created.
Contact for Deployment
Built in Power Automate + SharePoint. Can also notify via Teams and integrate approvals if needed.
Microsoft 365
Power Apps
Deploy: 3–8 weeks
Manufacturing Execution System (Lite)
Run the shop floor digitally on tablets—operators view work orders, drawings, procedures, and specs in one place to reduce delays and improve consistency.
Best for: manufacturing teams moving away from paper and shared drives toward a faster, robust, and more standardized workflow.
What it does
✓
Operator tablet app: work orders + instructions + drawings/specs
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Engineering/planning app to create and manage work orders + operations
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Dataverse backend for clean data, traceability, and scalability
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Power Automate notifications for status updates, escalations, and approvals
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Power BI dashboards (optional): backlog, throughput, KPIs for management
Inputs needed: your work order structure, document standards, user roles, and the tablet/desktop environments you want to support.
Contact for a Demo
Built with Power Apps + Dataverse, with automation and reporting options as you scale.
Microsoft 365
Power Automate
Deploy: 1–3 weeks
Approvals & Audit Trail Automation
Get approvals moving—without chasing people. I automate multi-step approvals with reminders, escalations, and a clean audit trail.
Best for: purchase requests, change approvals, NCR workflows, and any process where you need proof of who approved what (and when).
What it does
✓
Routes approvals by role, cost threshold, department, or project
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Sends Teams and/or email approval requests with clear action buttons
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Reminders + escalations if approvals stall (no more manual follow-ups)
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Creates an audit trail: timestamps, approver identity, comments, attachments
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Optional dashboards to track cycle time, bottlenecks, and approval SLA performance
Inputs needed: who approves what, routing rules, escalation timing, and where the request data lives (SharePoint/Forms/Dataverse).
Contact for Deployment
Works with Teams approvals, email approvals, and SharePoint/Dataverse request tracking.
Microsoft 365
Power Automate
Deploy: 1–3 days
SharePoint Change Monitor & Alerts
Get notified instantly when something changes. I set up a simple monitoring flow that alerts your team when files or list items are added/updated.
Best for: shared folders, RFP intake, engineering change logs, QA checklists, or any SharePoint list where updates matter.
What it does
✓
Triggers when a file is created/modified in a SharePoint folder or when a list item is added/updated
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Sends a clean email and/or Teams message with the change summary and a direct link
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Optional filters (only alert on certain file types, folders, columns, or owners)
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Throttling + batching options to avoid “notification spam”
Inputs needed: the folder/list to monitor, what counts as a “change,” who gets notified, and your preferred format (email/Teams).
Contact for Setup
Great “quick win” automation to keep teams aligned without manual checking.
Quick Wins
Small, high-impact automations delivered fast—typically in days, not months. Ideal for removing repetitive admin work, standardizing project setup, improving file handling, and keeping teams notified without adding new tools.
Quick Win
Deploy: 2–3 days
New Project Workspace Automation
Standardize project setup with automatic folder templates, permissions, and team notifications.
Best for: teams that start lots of projects and want a consistent kickoff process.
What it does
✓
Trigger on “new project” request/approval and create a workspace
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Builds folder structure + applies naming standards
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Notifies the team with links and a next-step checklist
Inputs needed: folder template, naming rules, and who gets access/notifications.
Contact for Deployment
Works with SharePoint/Teams and can be adapted to network drives.
Quick Win
Deploy: 2–3 days
Client Intake Automation
Turn one intake form into a repeatable onboarding workflow—generate documents, create a workspace, and notify the right people automatically.
Best for: teams that want a fast, consistent “new client” setup without switching tools or platforms.
What it does
✓
Uses one intake source (form, spreadsheet, email template, or ticket) as the trigger
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Creates a standardized client workspace (folders + naming rules) in your existing system
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Generates 2–4 standard documents from your templates (letters, checklists, onboarding docs)
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Runs one notification workflow (email/Teams/Slack) with links + next steps
Inputs needed: intake fields, folder template, 2–4 doc templates, naming rules, and who gets notified.
Contact for Deployment
Implemented using the tools your team already uses.
Custom Excel Tools
Prebuilt and custom Excel solutions that turn spreadsheets into reliable tools—automate reporting, generate documents, validate inputs, batch process files, and streamline shop-floor workflows (like QR scan-to-log) without changing your platform.
Word
PDF
SAP