00The need
Most mid-sized and large companies already work in Microsoft 365: email, documents, teams. When an app, a flow or a dashboard is needed, the sensible thing is to build it on what they already have instead of adding another tool to manage.
A good fit if…
- Your company already works with Microsoft 365
- Some processes live in Excel and email
- You don't want another vendor to oversee
01Why we start here
What changes is everything you don't see on day one: who gets in, what they can touch and where the data lives.
A Power Platform piece- UsersNew accounts to set up
- PermissionsThey have to be redefined
- DataIt has to be moved or duplicated
- GovernanceOne more vendor to oversee
- UsersThose in your Microsoft 365
- PermissionsThe ones you already have
- DataAlready in SharePoint, Outlook or Excel
- GovernanceWithin your perimeter
Key idea
The advantage is not just the tool: governance, permissions and lifecycle are already solved in your own environment.
02What we build with it
Four pieces, each for one job and designed to work together: the app collects, the flow moves, the data is stored where it belongs and the dashboard shows it.
Power AppsInternal apps
To replace the shared spreadsheet that serves as a system.
Power AutomateFlows
That collect, validate and move information between the systems you already use.
DataverseStructured data
With a model thought through before building anything on top.
Power BIDashboards
With an agreed definition for each metric.
Key idea
Four pieces of the same platform: they work together without being wired up by hand.
03In what order
Always the same, and always before opening Power Apps.
- First, the process
We map the real operation and decide what gets built and what is unnecessary.
ServiceProcess design
- Then, the data
What is stored, with what structure and who can see it.
ServiceData analytics
- Next, the piece
The app, the flow or the report, built on what came before.
ServiceAutomation
- And from there, maintain it
What we build is reviewed and evolves as operations change.
ServiceEvolutionary maintenance
Key idea
Each piece rests on the one before: without a clear process, there is no good data or useful app.
04What we work with
The platform pieces we build with, plus Copilot Studio for agents and Azure when the case calls for going further.
Key idea
All within your Microsoft 365, with no extra vendor to oversee.