Representative engagements.

The Challenge

A consulting firm was managing purchase requisitions, leave approvals, and vendor onboarding through scattered email chains and shared spreadsheets — leading to bottlenecks, missed approvals, and zero audit visibility.

Our Approach

We mapped the firm's twelve most critical workflows and rebuilt them using Power Automate, Dataverse, and Power Apps. A unified Power BI dashboard gave leadership real-time visibility into pending items, SLA breaches, and completion rates — with automated escalation rules.

Capabilities Applied

• Workflow discovery and process mapping
• Multi-step approval and escalation flows
• Centralized dashboard with SLA tracking
• Role-based notifications and routing

The Challenge

A manufacturer with multiple regional operations had data spread across ERP, MES, HR, and logistics systems. Leadership had no single source of truth — weekly reports were manually built in Excel and consistently outdated.

Our Approach

We architected a centralized data platform on Azure SQL and Microsoft Fabric, consolidating data from all source systems through Azure Data Factory pipelines. Power BI dashboards were tailored to each business unit, with hourly-refreshed executive views.

Capabilities Applied

• Data warehouse and lakehouse architecture
• ETL/ELT pipelines from disparate sources
• Role-based KPI dashboards
• Real-time and scheduled refresh strategies

The Challenge

A financial services firm needed to migrate from a legacy CRM to Dynamics 365 Sales, with deep integration into their existing finance and document management systems — without disrupting active client workflows.

Our Approach

We delivered a phased Dynamics 365 implementation with custom Dataverse entities, sales pipeline configuration, and Power Automate flows connecting CRM to SharePoint and the firm's accounting platform. Plugins and custom workflows enforced business rules.

Capabilities Applied

• Dynamics 365 Sales configuration & customization
• Custom entities, plugins, and business rules
• Data migration from legacy CRM
• Cross-system integrations via REST APIs

The Challenge

A construction company needed a single platform to track project progress, manage subcontractor compliance, and capture safety inspections from the field — replacing a patchwork of spreadsheets and paper forms.

Our Approach

We designed and built a Quickbase application with mobile-ready interfaces for field teams, automated workflows for subcontractor onboarding, and integrated dashboards for project managers. Pipelines connected Quickbase with the company's accounting and document systems.

Capabilities Applied

• Quickbase relational data model design
• Mobile-first field forms with photo capture
• Subcontractor onboarding automation
• Pipelines for ERP & document integration

The Challenge

A healthcare provider was running 8 disconnected systems — EMR, billing, scheduling, labs, HR — with manual data entry between them. Errors and delays were impacting both patient care and revenue cycle operations.

Our Approach

We built a centralized integration layer using Azure API Management, Azure Functions, and Logic Apps. Real-time and batch synchronization, with comprehensive error handling and monitoring through Application Insights. Sensitive data was secured with Azure Key Vault.

Capabilities Applied

• API gateway architecture and design
• Event-driven and scheduled integrations
• Error handling, retry, and dead-letter patterns
• Compliance-ready security & monitoring

The Challenge

A retail organization was processing thousands of vendor invoices, purchase orders, and contracts manually — with high error rates and 5–7 day processing cycles slowing down accounts payable.

Our Approach

We deployed an Azure OpenAI–powered document understanding solution with Copilot Studio. The system extracts structured data from unstructured documents, validates against business rules, and routes exceptions to humans — with all activity logged in Dataverse.

Capabilities Applied

• Document intake and OCR pipeline
• AI-powered data extraction and validation
• Human-in-the-loop exception handling
• Full audit trail and reporting