When should you use Microsoft 365?
Problems we help solve
Microsoft 365 works well for processes that rely on documents, approvals, task lists, emails and team communication. However, the correct design of data, rights and responsibilities is crucial.
- The company uses Microsoft 365, but most processes are still done via email.
- Documents are sent as attachments instead of going through a controlled workflow.
- Approvals require reminders, statuses, and a decision trail.
- Data from forms must be manually transcribed into lists, sheets or messages.
- The team needs simple automations without building a large system from scratch.
Fit
What areas is this service for?
Document workflows
Registers, approvals, versioning, notifications and organised SharePoint libraries.
Office processes
Applications, reports, surveys, tasks and decisions supported by forms and lists.
Communication in Teams
Automatic notifications, reminders, statuses and channels for teams.
Reporting
Collect data into lists, sheets or dashboards without manual copying.
Service scope
What does Microsoft 365 automation include?
Data project
We determine where and in what structure the information is to be stored.
- SharePoint lists,
- document libraries,
- metadata and statuses.
Power Automate flows
We create automatic steps to support the process.
- approvals and reminders,
- email and Teams notifications,
- conditions and exception handling.
Forms and interface
We make it easier for users to report issues and enter data.
- Microsoft Forms,
- SharePoint list forms,
- simple user instructions.
Eligibility and maintenance
We care about the security and ability to continue using the solution.
- groups and roles,
- flow owners,
- operation documentation.
Outcomes
What will you receive?
- the process moved from emails to a controlled workflow,
- structured data in SharePoint, Forms, Teams or related tools,
- automatic notifications, approvals and case statuses,
- permissions tailored to user roles,
- documentation of flows and rules for their further maintenance.
The solution can act as light office automation or the first stage of a larger process system.
Delivery approach
How is the service delivered?
- Process. We determine what task is to be handled in Microsoft 365.
- Structure. We design lists, libraries, forms and statuses.
- Automation. We build Power Automate flows and notifications.
- Permissions. We configure roles, owners and data access.
- Tests. We check user scenarios and exceptions.
- Handover. We document the activities and instruct responsible persons.
Delivery standards
How do we build solutions in M365?
- We do not create flows on a private account without an established owner.
- We design data so that it can be filtered, reported and transferred.
- We determine what happens in the event of an automation error or lack of acceptance.
- We take care of permissions because automation cannot bypass access rules.
- We leave documentation so that the solution does not depend on one person.
Cost
What determines the price?
The price depends on the number of flows, forms, lists, libraries, exceptions, permissions, integration with other systems and Microsoft 365 licences used.
FAQ
Frequently asked questions
Do we need additional licences?
It depends on the connectors used and the scope of automation. We check it before implementation.
Can Power Automate replace the document workflows system?
In simple and medium-sized processes this is often the case, but for very complex requirements a dedicated tool may be needed.
Can I automate approvals in Teams?
Yes. Teams is well suited for notifications, reminders and decisions in everyday work.
Will the flows continue after the employee leaves?
Yes, if designed correctly with account/organisational owner and documentation.
Can I connect Microsoft 365 to another system?
Yes, if the system provides an API, connector or other secure way of exchanging data.