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IndustryProfessional services & IT
Projects and timesheets, client billing, access and IT support in professional services firms. These solutions fit most organisations that work on Microsoft 365. Every solution describes the process before and after, a value model and an implementation plan.
Professional services & IT
Typical for the industry: 40 of 98 solutions
Each card leads to a process description with a calculation. The figures are examples: we calculate them on company data before any build.
Finance & accounting
4 solutions · The whole areaAccount reconciliations and journals that close themselves
Stop closing the month by downloading balances into Excel and chasing sign-offs by email.
Save timeIncrease capacityReduce errorsPower Platform · SAP / ERPView Finance & accountingQuick winExpense reports audited automatically before reimbursement
Stop paying nine expense claims in ten on trust because nobody has time to check them against policy.
Reduce riskSave timeEmployee experienceDocument processingView Finance & accountingQuick winThe daily cash position without the 7 a.m. spreadsheet
Stop building the daily cash number by hand from four bank portals; it arrives late and nobody quite trusts it.
Save timeAccelerate responseReduce riskPower Platform · SAP / ERPView Finance & accountingDepartmentalE‑invoicing (KSeF) submission and status reconciliation
Your ERP sends invoices to KSeF. Who checks that each one came back with a UPO, and who fixes the ones that did not?
Reduce riskSave timeReduce errorsPower Platform · SAP / ERPViewProcurement
5 solutions · The whole areaPurchase requests and PO approvals no longer lost in email
Purchase requests get lost between mailboxes, approvers and buyers. Stop retyping approved requests into the ERP.
Accelerate responseSave timeIncrease capacityPower Platform · SAP / ERPView ProcurementDepartmentalSupplier onboarding and due diligence in days, not weeks
Stop losing three weeks and the compliance evidence every time a plant needs a new supplier.
Accelerate responseSave timeReduce riskDocument processing +2View ProcurementQuick winSupplier quotes compared within the hour
Stop paying buyers to retype prices, units and lead times from PDFs into comparison sheets.
Save timeAccelerate responseIncrease capacityDocument processing · SAP / ERPView ProcurementDepartmentalRequests raised in Teams, approved and ordered the same day
The compliant route is slower than a chat message, so people order first and paper it later.
Accelerate responseSave timeReduce riskPower Platform · SAP / ERPView ProcurementQuick winA virtual card or a limit change within the hour, by rule
Limits go up for an event and never come down, and people pay for company purchases from their own account.
Accelerate responseReduce riskReduce costPower PlatformViewSupply chain
1 solution · The whole areaMoney recovered from suppliers instead of written off
Rework, scrap and freight caused by a supplier part are absorbed internally because the claim costs too much to build.
Reduce costIncrease capacityReduce riskDocument processing · SAP / ERPViewOperations & production
1 solution · The whole areaOne front door for every request the building generates
Broken air conditioning, a badge, a desk move: all of it lands on one office manager's memory.
Save timeEmployee experienceReduce costPower PlatformViewSales & marketing
11 solutions · The whole areaInbound leads qualified and routed in minutes, not days
Enquiries wait for someone's Monday sort while a competitor calls the buyer on Tuesday.
Accelerate responseIncrease capacityCustomer experienceUiPath · Microsoft 365 +1View Sales & marketingQuick winWon deal to a running project in an hour
Deals close in the CRM, then wait a week for someone to set up the customer, the project and the billing.
Accelerate responseIncrease capacityCustomer experienceSAP / ERPView Sales & marketingQuick winCRM data hygiene: duplicates, stale deals, missing fields
The pipeline review starts with an argument about the data, not about the deals.
Reduce errorsSave timeIncrease capacityPower PlatformView Sales & marketingDepartmentalSales commissions calculated and explained
Commission is calculated in one enormous workbook, and every dispute means rebuilding it.
Save timeReduce errorsEmployee experienceSAP / ERPView Sales & marketingDepartmentalTender documents turned into a compliance matrix
Your bid team spends its best days reading tender packs, not deciding which ones to win.
Save timeAccelerate responseReduce riskAI & agents · Power PlatformView Sales & marketingDepartmentalCampaign assets that arrive complete, approved and on time
The version that went live in Romania was not the one legal approved, and nobody could prove which one it was.
Save timeAccelerate responseReduce riskPower PlatformView Sales & marketingDepartmentalPartner deal registration and rebates without disputes
Registrations live in a mailbox, rebates in spreadsheets, and every quarter ends in an argument.
Save timeReduce errorsCustomer experiencePower Platform · SAP / ERPView Sales & marketingDepartmentalRenewals surfaced in Teams and a CRM cleaned every night
Renewals surface when the customer mentions them, and the pipeline is tidied only before the quarterly review.
Save timeReduce errorsAccelerate responseAI & agents · Power PlatformView Sales & marketingDepartmentalQuotes built, discounts approved and signed within the day
Your margin floor is enforced by a thumbs-up in a chat and audited three weeks later.
Accelerate responseReduce errorsSave timeSAP / ERPView Sales & marketingQuick winThe current deck and the approved answer found in seconds
Three folders called FINAL, and the deck that reached your prospect names a discontinued product line.
Save timeAccelerate responseReduce errorsAI & agentsView Sales & marketingQuick winClose rates, targets and the forecast on one trusted page
Forecast_Q3_v7_FINAL_CFOcomments.xlsx has nine tabs and three definitions of committed.
Accelerate responseSave timeReduce errorsPower PlatformViewCustomer service
1 solution · The whole areaService levels reported before the customer disputes them
Monthly SLA reports are rebuilt in Excel from ticket exports, and the customer finds the service credits first.
Reduce riskCustomer experienceSave timePower PlatformViewHR & people
2 solutions · The whole areaQualifications and training tracked before they expire
Your training register is only as current as the last time someone remembered to update it.
Reduce riskSave timeEmployee experiencePower PlatformView HR & peopleDepartmentalEvery application answered, every interview booked
Applications wait days for an answer while recruiters match a panel's calendars by email.
Save timeAccelerate responseIncrease capacityUiPath · Microsoft 365 +1ViewIT & systems
8 solutions · The whole areaSoftware licences reconciled every month
Leavers, duplicates and dormant accounts keep their paid seats until somebody rebuilds the list by hand.
Reduce costSave timeReduce riskPower PlatformView IT & systemsQuick winTask mining: what your shared-service desks really do
Your automation backlog is a wish list until somebody measures what the desks actually do all day.
Increase capacityReduce costSave timeProcess & task miningView IT & systemsQuick winProject workspaces provisioned with governance in minutes
Project teams and sites built by hand, named differently every time, and never closed.
Save timeAccelerate responseReduce riskPower PlatformView IT & systemsDepartmentalEvery release regression-tested, including the phone
Regression is a checklist two people click through on the last afternoon before a release.
Reduce riskAccelerate responseCustomer experienceTestingView IT & systemsDepartmentalCloud spend explained to the people who cause it
A third of your resources have no owner, so the invoice is explained with a screenshot of a chart.
Reduce costIncrease capacityReduce riskPower PlatformView IT & systemsDepartmentalEvery laptop accounted for, from order to wipe certificate
Hardware ordered by email, handed over without a record, and written off when the auditor asks.
Reduce costReduce riskIncrease capacityPower PlatformView IT & systemsDepartmentalEngineers get cloud and repo access within the hour, scoped
Six days waiting for a repository, and a personal access token pasted into a chat to keep the sprint moving.
Accelerate responseReduce riskIncrease capacityUiPath · Microsoft 365 +1View IT & systemsQuick winWho is on call and what is down, answered in Teams
During an outage the person fixing it is also the only one who can say which customers are affected.
Accelerate responseCustomer experienceIncrease capacityPower PlatformViewLegal & compliance
1 solution · The whole areaStandard contracts generated, approved and e‑signed in a day
A two-page NDA takes ten days because it is copied, proofread, printed, scanned and filed by hand.
Accelerate responseSave timeReduce riskPower Platform +1ViewManagement & planning
6 solutions · The whole areaThe management pack in Power BI, not fourteen Excel files
The board pack should not depend on which analyst merged which spreadsheet on which day.
Save timeAccelerate responseIncrease capacityPower Platform · SAP / ERPView Management & planningDepartmentalBudget and forecast collection without version chaos
Stop spending a quarter of an analyst's year collecting spreadsheets from cost-centre owners.
Save timeAccelerate responseReduce errorsPower Platform · SAP / ERPView Management & planningDepartmentalFrom project hours to the invoice
Consultants log hours late, finance rebuilds the billing in Excel, and invoices leave three weeks after the work.
Save timeAccelerate responseReduce costPower Platform · SAP / ERPView Management & planningDepartmentalPolicy answers in seconds instead of three emails
The same policy questions reach the same three busy people, and the answer is already written somewhere.
Save timeAccelerate responseIncrease capacityAI & agentsView Management & planningQuick winMeeting decisions that become tasks, not notes
Half of what a project meeting agrees is never written anywhere another person can see it.
Save timeAccelerate responseEmployee experiencePower Platform · AI & agentsView Management & planningDepartmentalOrder-to-cash process mining: where the cash gets stuck
DSO sits above target and every department has a theory. Measure how many days each step actually costs.
Reduce costAccelerate responseCustomer experienceProcess & task mining +1ViewCase studies
The same processes in other industries
We describe these processes in other industries. Case studies are client projects.
One of ten processes automated for FMCG clients.
See the case study Case studyAutomated VAT settlementsOne of ten processes automated for FMCG clients.
See the case study Case studyAutomated bank-balance reconciliationOne of ten processes automated for FMCG clients.
See the case study Case studyEmployee data mass updateOne of ten processes automated for FMCG clients.
See the case study Case studyAutomated new-hire onboardingOne of ten processes automated for FMCG clients.
See the case study Case studyFast, consistent credit decisionsOne of ten processes automated for FMCG clients.
See the case studyWhich process to start with?
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