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Workflow & Process Automation
Workflow and business process automation with Power Automate
Automate the approvals, requests, handovers and updates that slow work down. Konsolute designs Power Automate workflows with clear business rules, reliable system connections and named owners, so processes run consistently and exceptions never get lost.
WHAT THIS HELPS YOU ACHIEVE
A process people can follow and your team can operate
Connect information capture, decisions and system updates, with exceptions and responsibilities visible throughout the workflow.
Reduce repeated handling
Replace suitable rekeying, reminders and status updates with controlled automated steps.
Make decisions accountable
Route work to the right roles and record outcomes, outstanding actions and escalation paths.
Keep systems coordinated
Connect the records involved in the process with explicit mappings, ownership and recovery.
Maintain control after launch
Define flow ownership, permissions, monitoring and release practices so the automation remains supportable.
OUR WORKFLOW & PROCESS AUTOMATION SERVICES
From manual steps to governed automation
Improve a single process, remediate existing flows or establish an automation delivery approach across your organisation.
Process discovery & design
Map the current process, decision rules and manual handovers before building flows. Identify automation candidates, measure a useful baseline and define the exceptions, approvals and acceptance criteria for a focused first release.
Power Automate cloud flows
Build event-triggered, scheduled and user-initiated flows across supported services. Engineer conditions, data transformations and reusable components, with trigger behaviour, concurrency, timeouts and failure handling assessed against the process.
Requests & approval workflows
Connect forms and records to defined decision paths. Design sequential or parallel approvals where required, with delegation, reminders, rejection and resubmission behaviour agreed. Keep business status and the evidence of decisions accessible to authorised users.
Business system automation
Connect Microsoft 365, SharePoint, Dataverse and third-party applications through supported connectors and APIs. Define the authoritative record, access used by each connection and how incomplete or duplicated updates are identified and reconciled.
Desktop & legacy automation
Assess Power Automate desktop flows for repetitive tasks where supported API integration is unavailable or unsuitable. Plan attended or unattended execution, machine readiness, credentials and exception recovery, accounting for changes to the target application's interface.
Governance, ALM & operations
Establish appropriate environments, connector policies, ownership and controlled deployment. Use solution-aware components where supported, with configuration and connection management, monitoring and runbooks that support maintenance and future changes.
CAPABILITIES & DELIVERY SCOPE
The design behind a dependable workflow
Automation needs explicit rules, execution identities and recovery behaviour. These workstreams connect the business process to the Power Platform configuration and operating model behind it.
Process mapping & automation scope
Trace triggers, inputs, decisions, records and completion conditions with the process owners. Identify exceptions and manual judgement, then prioritise a coherent workflow rather than automate an inefficient sequence unchanged.
Records, forms & process state
Choose where the request and its status belong, assessing SharePoint lists, Dataverse or the existing business system. Define validation and record identifiers, including how people resume work and distinguish a pending action from a failed execution.
Cloud flow engineering
Select triggers and structure actions around the required update timing and transaction behaviour. Define run-after paths, retry limits, concurrency and logging. Repeated triggers and retries need deliberate handling to avoid unintended duplicate actions.
Approval and human decision design
Map approver roles and permitted decisions, including absence, rejection and resubmission. Assess execution-duration constraints for longer processes and persist the relevant business state. A completed flow run is not automatically proof of an approved business outcome.
Connectors, APIs & data exchange
Assess connector operations, licensing and data policies before implementation. Define authentication, mappings and vendor limits, with custom connectors or Azure-backed processing where justified. Record what each connection can access and who owns it.
Desktop execution & legacy dependencies
Validate whether UI-based automation is appropriate for the target application. Assess machine availability, sessions and credentials, then test selectors, interruptions and recovery. Document the dependency on interface changes and any restrictions on unattended execution.
Environments, policy & release management
Separate development, testing and production as appropriate to the solution. Assess solution packaging, environment variables and connection references, with connector data policies and release permissions aligned to governance. Record licensing and platform dependencies.
Monitoring, ownership & improvement
Monitor failed, delayed and repeated work, with alerts that identify the business record affected. Assign flow, connection and process owners, document recovery actions and review results against the baseline. Maintain a prioritised backlog for fixes and improvements.
TECHNICAL DESIGN DECISIONS
Define the boundaries before the flow runs
Permissions, lifecycle and failure behaviour shape how the automation operates once it leaves the designer.
Trigger access and execution identity
Define who can initiate the process and the identity used by each action. A workflow connection may have different access from the person who submitted the request.
State and duplicate effects
Choose the authoritative process record and the identifiers used for updates. Validate repeated triggers, partial success and safe recovery before enabling broad use.
Connector and data controls
Assess connector operations, premium requirements and applicable data policies. Connector governance complements access controls; it does not replace permissions on the source data.
Ownership and release discipline
Assign business and technical owners, including connection renewal and leaver scenarios. Test changes and promote configuration through an agreed deployment process.
OUR APPROACH
How we deliver workflow and process automation
Six stages take one process from mapped and measured to automated, tested and owned, then build on it.
Discover the process
Map tasks, records, owners and the points that create delay or repeated handling.
Prioritise the first workflow
Select a useful process scope and agree baseline measures, decision rules and acceptance.
Design state and access
Define triggers, status records, identities, connections, licensing and recovery responsibilities.
Build the automation
Implement the required flows, forms, connectors and deployment configuration.
Test decisions and exceptions
Exercise approvals, permissions, duplicates, timeouts and unavailable systems with representative users.
Deploy and improve
Confirm live behaviour, hand over runbooks and monitor outcomes against the agreed measures.
Map.Automate.Improve.
WHERE AUTOMATION CAN HELP
Start with a process that needs a clearer path
These are examples to assess for feasibility, business value and the controls needed before automation:
See it in practice: Konsolute used Power Platform to automate back-office processes at Willis Towers Watson, connecting existing systems and replacing manual handovers with end-to-end workflows.
WHAT WE DELIVER
A working workflow with clear operating responsibilities
The scope defines the automation assets, evidence and handover needed to maintain the process after launch.
Process and control design
Current and target maps, decision rules, ownership, record definitions and acceptance criteria.
Automation assets
The agreed flows, forms and connector configuration, with deployment assets and access defined.
Validation and release evidence
Test scenarios, exception results, known limitations and environment-specific release procedures.
Operational handover
Flow and connection ownership, monitoring, recovery runbooks and a prioritised improvement backlog.
FAQ
Workflow and process automation FAQs
Suitable processes, approvals, failures, licensing and support.
Processes with defined triggers, repeatable rules and accessible information are useful candidates. We assess exceptions, human judgement and system constraints before recommending automation, with a first-release scope tied to measurable business outcomes.
Yes. We can review logic, ownership, connections, failure handling and deployment practices. Findings inform a remediation plan, which may include simplifying the design, addressing permissions or limits, and introducing better monitoring and recovery.
Workflow automation focuses on rule-based processes such as approvals, requests, handovers and system updates. Intelligent automation adds AI, for example reading documents, classifying requests or using agents to make suggestions. Many processes combine both.
Cloud flows use supported service operations and APIs, triggered by events, schedules or user actions. Desktop flows interact with applications on a machine. We assess the available interfaces, execution requirements and maintenance implications before choosing the approach.
We can define approver roles, sequential or parallel steps, exceptions and returned requests. The implementation records the relevant business decisions and status, with reminders, absence arrangements and execution-duration constraints assessed for the process.
We assess supported connectors, custom connectors and APIs for the required operations. Authentication, premium licensing, data policies, vendor limits and recovery behaviour form part of feasibility. Azure services may support processing that exceeds the appropriate scope of the flow.
The design defines failure paths, retry behaviour and the records used to identify incomplete work. Operators receive a way to investigate and recover the affected process. Safe recovery accounts for the possibility that an external update succeeded before its response was lost.
We assess repeated triggers, concurrent runs and retries, then define identifiers, validation and idempotent update patterns where appropriate. Testing includes partial completion and duplicate submissions; rerunning a failed flow is not assumed to be safe for every business operation.
We define who can trigger or administer the workflow and the identity each action uses. Connections and permissions are reviewed for the operations required, with ownership and renewal arrangements documented. A submitter’s access and a flow connection’s access may differ.
Potentially, subject to the application, machine environment, account setup and licence requirements. We assess execution sessions, availability, credentials and recovery from interruptions before defining an unattended scenario. UI changes and third-party restrictions remain maintenance dependencies.
We assess environments, solution-aware assets, configuration and connection references for the delivery scope. Connector data policies, testing and controlled deployment help manage change. The implementation records the platform prerequisites and ownership needed to sustain those practices.
Not necessarily. Connector types, execution scenarios and platform capabilities affect licensing. We assess entitlements and any Power Platform, unattended automation, third-party or Azure consumption requirements before commercial commitments are made.
We can scope failure monitoring, maintenance, connection renewal and enhancements, with coverage and escalation agreed explicitly. Business process ownership remains identified alongside technical support so decisions about exceptions and process changes have accountable owners.
TAKE THE NEXT STEP
Which process should stop depending on manual follow-up?
Tell us where work waits, information is rekeyed or exceptions are hard to track. Konsolute will help define the workflow, Power Platform components and operating controls needed for a practical first release.