Process & Data Integration Assessment

This assessment is designed to identify and address the pain points in core business processes that currently rely on fragmented systems—such as spreadsheets, disconnected applications, and manual methods. By thoroughly mapping current workflows and data flows, it pinpoints inefficiencies and data silos that hinder operational agility. The resulting strategy focuses on unifying data sources, automating repetitive tasks, and streamlining processes through low-code solutions available in the Power Platform, thus transforming the way data is managed and utilized across the enterprise.

Key Focus Areas Include

Workflow Analysis and Mapping

Document and review critical business processes to uncover bottlenecks and manual dependencies, especially those involving legacy tools like Excel or ad hoc data entry systems.

Data Quality and Consolidation

Assess the current state of data management—including data sources, collection methods, and integration practices. Identify where data fragmentation occurs and recommend consolidation strategies.

Automation Opportunities

Highlight processes that can benefit from automation using Power Automate and Power Apps. Determine how to reduce manual interventions and errors while increasing operational speed.

Governance and Best Practices

Establish a framework for continuous improvement and data governance, ensuring that data remains accurate, secure, and accessible over time.

Business Outcomes

Recommendations to streamline and automate workflows, reducing manual effort and improving process reliability.

A clear plan to enhance data consistency and unify critical business information, enabling faster, more informed decision-making.

A roadmap for building a scalable foundation that minimizes technical debt and fosters continuous process improvement and innovation.

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