Eliminate routine tasks and free up your team’s time
Professional Microsoft Power Automate setup for your company. We create reliable digital workflows that fully automate data transfer between applications, report completion, and communication without manual involvement or the risk of human error.
Official Microsoft Partner
of ERP Automation Experience
Completed Projects Across 12 Industries
BAS and Microsoft Dynamics 365 Business Central
Outdated tools significantly slow down company growth, while modern ERP technologies provide management with complete and transparent control over the company’s finances and resources. This helps eliminate management delays and accelerate decision-making.
Balance consolidation takes weeks because bank statements are reconciled manually and data is spread across separate spreadsheets. Management doesn’t see the actual cash-flow position until 10–15 days later, after some decisions have already been made.
Automated bank statement imports, instant cost calculation, and a complete financial period close within three days.
Inventory discrepancies, delays in order picking, and a lack of up-to-date data lead to downtime and financial losses. Stocktaking takes weeks, while shortages are often discovered only after a shipment has already been disrupted.
WMS-enabled bin management, automated picking route optimization, and real-time tracking of goods in transit.
When data is transferred manually between Excel spreadsheets, it can be lost or duplicated. No department can be certain that it is working with up-to-date information.
A single source of truth where creating a sales order automatically reserves inventory in the warehouse and generates an invoice without any manual data duplication.
The business owner is forced to personally approve minor payments because the process can’t be trusted. Delegating financial decisions without a reliable control system creates a risk of misuse or errors.
A configurable approval matrix in the Workflow module based on transaction amounts, financial responsibility centers, and expense categories.
Managers spend up to 40% of their working day manually completing repetitive documents. Day-to-day operational tasks consume resources that should be directed toward strategic priorities.
Document templates, automated recurring invoicing, and automatic order creation.
Collecting source documents creates chaos and stress for the accounting team. Data is scattered, some documents are missing, and every audit turns into a stressful project lasting several weeks.
The system is designed from the outset around strict principles of transparent and easy-to-understand financial auditing. Every transaction is fully traceable, and a complete audit trail is generated automatically.
The on-premises database is not designed for large-scale operations. Multi-currency accounting, the simultaneous operation of multiple legal entities, and high transaction volumes lead to system failures and reduced performance.
Automatic horizontal scaling of Azure cloud resources during peak workloads, without performance degradation or intervention from the IT team.
The flexibility of Microsoft Power Automate makes it possible to automate routine work in virtually any department. We do not automate everything indiscriminately. Instead, we identify the areas where manual work slows the business down the most and where optimization can deliver the greatest impact. Explore ready-to-use solutions for key business functions.
Instant creation of CRM records from new inquiries, automatic lead distribution, and invoice generation for customers without delays.
Automatic approval of contracts and acceptance documents. The system routes files to the appropriate managers through a predefined approval chain without the risk of losing documents.
Payment monitoring, synchronization of bank statements with the CRM system, and automated generation of analytical reports without manual errors.
Automated onboarding of new employees, rapid creation of corporate accounts, and collection of internal feedback and team surveys.
Instant classification and routing of new requests to the appropriate departments, automatic status notifications, and collection of service quality ratings.
Dynamic customer database segmentation, trigger-based email campaigns based on website activity, and consolidation of advertising analytics into a single table.
Synchronization between different cloud storage services, automatic sorting of incoming documents into folders, and database backups.
Integration of all corporate software into a single ecosystem. Complex tasks are performed automatically based on predefined triggers.
Process: Conducted through two to three meetings with the client, during which we interview stakeholders and identify the key business pain points. Based on our expert assessment, we prepare a list of the required work and present it to the client.
Primary Purpose: Provides a high-level understanding of the project scope needed for the initial decision: which platform to choose and whether to proceed.
Outcome: We provide a preliminary estimate of the project scope, timeline, and budget. At this stage, the figures are indicative, and the actual costs and timelines may differ significantly from the initial forecast.
Duration and Cost: Takes from one day to two weeks and is provided free of charge.
Process:
Primary Purpose: Gives an understanding of the real scope of work before the project starts.
Outcome: Estimate accuracy is within a 10% margin of error, and cost stays under control. The client receives a validated model of the future solution, a technical specification, a project estimate, an implementation schedule, and a roadmap.
Duration and Cost: A separate phase preceding the main project. Cost ranges from 5% to 30% of the budget, depending on the project’s uniqueness.
Most challenges in automation projects arise not from the technology itself, but from the implementation approach. We have refined this methodology over 25 years across more than 200 completed projects.
We conduct a series of interviews with users across all areas subject to automation and document the processes and requirements in formal records. We model the processes using the standard system configuration and validate their accuracy together with the client. Based on the Fit-Gap analysis, we identify discrepancies between business needs and standard functionality, prepare the technical specification, and assess the feasibility of each automation scenario.
Based on the results of the Discovery phase, CBPM Service specialists present the client with the model of the future solution, the technical specification, project estimate, and implementation approach. We agree on the project schedule and roadmap with the client and project team before implementation begins.
CBPM Service analysts define the list of objects to be migrated, the format and sequence of data transfer, and agree on these with the client.
We implement the solution using a sprint-based methodology, with coordination meetings every two weeks and a mandatory monthly meeting with the project sponsor. This ensures controllability and transparent project status at every stage. We carry out all customizations in accordance with the approved technical specification and demonstrate the completed automation workflows to the client.
We provide initial training for the client’s team so that users can work with the new automation workflows while testing them against their own business processes.
We process master data and product catalogs separately from balances, including inventory, cash-related liabilities, settlements with customers and suppliers, and payroll. Before migration, we perform data mapping and remove outdated information. We carry out the export using dedicated scripts as of a specific date and transfer the agreed data scope to the test environment.
The client works with the new automation workflows in test mode. Based on the results, we either proceed directly to production operation or document a list of required refinements.
We implement the agreed refinements and confirm readiness for production operation. Our team then switches operational processes to the new automation workflows. CBPM Service consultants work alongside the client’s employees during the first reporting period close, identify any issues, and promptly resolve deviations. We then provide ongoing support and maintenance in accordance with the SLA.
Of course. The system offers hundreds of ready-made connectors for popular global services. If your corporate applications are custom-built, outdated, or do not have an open API, we configure dedicated digital robots (RPA) that fully imitate human actions on a computer and transfer data accurately without errors.
We configure and launch simple tasks within a few days. Complex multi-level processes involving several departments are developed in stages. A complete turnkey Microsoft Power Automate system typically takes anywhere from two weeks to one month to design and implement.
It depends on the solution architecture and the types of databases being connected. Basic Microsoft Power Automate functionality is often already included in your existing corporate Microsoft plans. If premium features are required, we carefully calculate the costs and select the most cost-effective licensing option.
The platform immediately detects any failure and automatically sends a notification to the administrator. During the analysis and development stage, we define clear error-handling rules so that no document or data record is lost. Our technical support team can quickly adjust the automation workflows to accommodate changes in third-party software.
Yes. The platform is built on a low-code approach, which minimizes the need for programming. After the project is completed, we provide comprehensive training for your team. Your specialists will be able to make basic changes to Microsoft Power Automate workflows independently, without involving external developers.
Leave your contact details and briefly describe your situation, including your current system, number of users, and the issues you would like to resolve.
A 30-minute conversation to discuss your pain points, timeline expectations, and the project delivery approach so we can select the right team for your needs.
Technical audit of the IT architecture, project scope and boundaries, system concept, and preliminary roadmap.
A specific document outlining the scope of work, timelines by stage, and cost.
