Microsoft 365 Automation Services for SMEs
Your business already pays for Microsoft 365. Power Automate, Power Apps and Power BI can take a lot of manual work off your team — often without new licences. When a process outgrows Microsoft 365, we build a bespoke platform instead.
Book a DemoThe Opportunity You're Missing
Your team uses Outlook, Teams, SharePoint, and OneDrive every day. But most businesses never tap into Power Automate, Power Apps, or Power BI—the automation and intelligence tools built into Microsoft 365.
The result? Manual work that could be automated. Data scattered across systems. Decisions made without real-time insights.
We bridge that gap. We build workflows, apps, and dashboards that turn Microsoft 365 into a powerful automation and intelligence platform—using tools you already own.
What Can Be Automated in Microsoft 365
Approval Workflows
Route purchase orders, expense claims, and leave requests automatically based on rules and budgets.
Shared Mailbox Management
Categorize emails, assign to teams, track responses, and ensure nothing falls through the cracks.
Client Onboarding
Automate welcome sequences, document collection, and task assignment for new clients.
Finance Processes
Invoice processing, reconciliation, expense management, and financial reporting—all automated.
Document Control
Version control, approval workflows, and secure archiving in SharePoint and Teams.
Reporting & Dashboards
Real-time Power BI dashboards that pull data from multiple sources automatically.
Power Automate: Workflows That Deliver Quick Wins
Power Automate connects your apps and services to automate workflows without writing code. Think of it as a digital assistant that handles routine tasks 24/7.
No Code Required
Build workflows visually. No programming skills needed.
Hundreds of Connectors
Connect to Outlook, Teams, SharePoint, Salesforce, Slack, and hundreds more.
Instant Results
Deploy workflows in days. See ROI immediately.
Custom Power Apps & SharePoint as Process Hubs
Power Apps
Build custom business apps in days, not months. No coding required.
- Client intake forms
- Project tracking apps
- Inventory management
- Service request portals
- Team dashboards
SharePoint & Teams
Turn SharePoint and Teams into intelligent process hubs.
- Document workflows
- Approval processes
- Team collaboration
- Knowledge management
- Process automation
Power BI: Reporting and Visibility
Turn raw data into visual insights that drive decisions. Power BI connects to all your data sources and creates dashboards that update automatically.
Real-Time Dashboards
See what's happening right now, not yesterday's data.
Multi-Source Integration
Pull data from Excel, SQL, Salesforce, and dozens of other sources.
Mobile-Ready
Access insights on phone, tablet, or desktop.
Why This Beats Buying New Software
Lower Cost
No new licences needed. You already own Microsoft 365. We just unlock what's inside.
Faster Deployment
Quick wins in weeks, not months. We build incrementally so you see value early.
Better Adoption
Your team already uses Microsoft 365. Workflows feel natural, not foreign.
Less Tech Sprawl
Consolidate tools. Reduce the number of systems your team has to manage.
What This Looks Like in Practice
Approvals
When someone submits a purchase order in Teams, it automatically routes to the right approver based on amount and department. Approved? It goes straight to accounting. Rejected? The requester is notified with feedback.
Shared Mailbox Management
Customer emails arrive in a shared inbox. Power Automate categorizes them by topic, assigns to the right team member, and tracks response time. Nothing gets lost.
Client Onboarding
New client signs up. Automatically: welcome email sent, onboarding checklist created, documents requested, calendar invite scheduled, team notified.
Finance Processes
Invoices arrive via email. Power Automate extracts data, matches to purchase orders, flags discrepancies, routes for approval, and posts to accounting.
Document Control
Documents uploaded to SharePoint trigger version control, approval workflows, and access notifications. Old versions are archived automatically.
How an Engagement Starts
Process Discovery
We audit your Microsoft 365 environment, identify automation opportunities, and prioritize by impact.
Documentation & Handover
Complete documentation of all workflows, training for your team, and clear handover so you own the solution.
Quick Wins Delivered
A first workflow live early, so you see the benefit before committing to more.
Why You Can Trust Us
Built in Microsoft 365 Where Possible
We leverage the tools you already own and pay for, minimizing new costs and complexity.
Documentation and Handover Included
Every solution comes with complete documentation, training, and support so your team can maintain it.
UK Based, Remote Delivery
We're based in the UK with deep expertise in UK business practices and compliance requirements.
When Microsoft 365 isn't enough
Power Platform is excellent for approvals, inboxes and simple apps. When you need client portals, complex costing, field apps or AI built into the workflow, a bespoke platform is usually the better long-term home — and it can still connect to Outlook, Teams and SharePoint.
Frequently Asked Questions
Not necessarily. Many workflows run on standard Microsoft 365 licences. Some advanced AI features or high-volume automations may need premium Power Automate licences, but we'll advise you on what's needed and why.
Your workflows run inside your own Microsoft 365 tenant, under the security and access controls you already have. We design them with least-privilege access and UK GDPR in mind, and agree any specific security requirements with you up front.
Often, yes. Many businesses use separate tools for tasks that Microsoft 365 can handle. We assess your current stack and show you where consolidation is possible—saving money and reducing complexity.
Simple workflows: 1-2 weeks. Complex multi-step processes: 4-8 weeks. We work in phases so you see value early and can adjust as we go.
You do. We build everything in your Microsoft 365 environment. You own the workflows, the data, and the solution. We provide documentation and training so your team can maintain and evolve it.
Easy. We build workflows to be maintainable. Your team can make simple changes, or we can help with more complex updates. Microsoft 365 is flexible—workflows evolve as your business does.
Yes. Power Automate connects to hundreds of apps and services—Salesforce, Slack, Stripe, Shopify, and more. We can build workflows that span your entire tech stack.
We build monitoring and alerts into every workflow. If something fails, you're notified immediately with details. We also provide ongoing support to keep everything running smoothly.
See It in Action
Microsoft 365 Mailbox Management Solution
Ready to Unlock Microsoft 365?
Tell us which processes eat your team's time. We'll tell you honestly whether Microsoft 365 is the right home for them, or whether a bespoke system would serve you better.
Automate Your Microsoft 365 Environment