The Challenge: Knowing Which Process to Fix First
Chances are, important areas of your business are still running on clunky, manual processes. Complex operations stitched together with emails and spreadsheets, or elegant process diagrams that don’t capture the reality of the hundreds of workarounds holding them together.
And that’s always been fine, because it’s just how things were. There was no realistic alternative.
But now, the game has changed.
Tools like Power Platform and Copilot are making it easier to solve process challenges. Automated flows that actually reflect how your business and your people work are no longer a pipe dream.
Our Process Discovery & Automation Roadmap is a short, focused engagement that captures how one of your processes really runs today, then turns that into a prioritised list of automation opportunities, sized by effort and weighed by value. By the end, you’ll have an evidence-backed action plan to get started.
For organisations already on Microsoft 365, the building blocks are already in your tenant – Power Apps, Power Automate, SharePoint, Dataverse and Copilot Studio. This sprint answers the harder question: which process should you point them at first?
What’s Included?
Discovery Workshops, Interviews & Shadowing
Stakeholder workshops, interviews and shadowing with the people doing the work.
This is where the gap between the documented process and the real one shows up.
Current-State Service Blueprint
A swim-lane view of the process as it actually runs today. What employees experience, the systems doing the work behind the scenes, the supporting processes, and every hand-off in between.
Pain-Point Heatmap & Data-Flow Map
Plus, a clear map of where your data actually lives and how it moves between systems.
Prioritised Automation Opportunity Backlog
A scored backlog of automation candidates, each t-shirt sized for effort and weighed against business value.
Each opportunity is mapped to the Microsoft 365 capability that would deliver it.
Recommended Phase 1 Build
ROI Model (Optional)
How This Helps
Decision Readiness
You move from ‘we should automate something’ to a clear, defensible answer on what to do first.
A De-Risked Build
A Foundation for Copilot
Alignment on One Page
Who It’s For
This sprint is built for IT, digital workplace, operations and process-owning teams who:
- Know they’ve got process pain but aren’t sure where to start
- Have heard ‘we should automate that’ in three different meetings this month
- Want a defensible business case before committing budget to a build
- Are already using (or rolling out) Microsoft 365 and want to get more value from the platform they already own
- Are starting to think about Copilot or agents, and want a foundation that’s worth building on
- Would rather walk into the next steering committee with evidence than instinct
You don’t need a fully scoped project, or a view on which Microsoft 365 tool you’d use. A process that’s costing more than it should is enough to get started.
Examples to Inspire You
Approvals & Business Cases
At Ofwat, business case submissions were running across email threads, Word documents and shared spreadsheets, with approval routes that varied by request type. We mapped the process, then built a Business Case Portal on Power Apps and Power Automate that adapts to the request type, handles routing through Entra ID, and gives finance the audit trail they actually need.
Mandatory Reads & Compliance
At LGBCE, the discovery work behind their Mandatory Read App made the case that publishing a policy and hoping it gets read doesn’t hold up at audit. The build that followed targets the right documents to the right audience, logs acknowledgements in SharePoint, and surfaces who still needs to read what – without anyone chasing by email.
High Volume Operational Workflows
At Warner Bros. Discovery, we’ve mapped everything from hair-and-makeup bookings to post-production wrap checklists across HBO and Warner Bros. Studios. Each one rebuilt on Power Apps and Power Automate, sitting on SharePoint, and used daily by thousands of employees.
What You Need to Know
Built around your Microsoft 365 tenant – opportunities are mapped to Power Platform and Copilot capabilities you’re already licensed for, so you’re not buying new tools to act on the roadmap.
Two to four weeks, fixed price.
Three to five stakeholder workshops, alongside shadowing and interviews.
Delivered remotely or on-site, depending on what works for your team.
Microsoft funding may be available to offset the cost of discovery. Get in touch and we’ll let you know if you’re eligible.
Book Your Discovery
Ready to find out what’s really going on under the bonnet? Tell us a little about the process you have in mind, or the area of the business where things feel stuck, and we’ll come prepared.