A manual approval chain
Requests sit in inboxes and status is hard to see. Model the approvals, exceptions and notifications before automating them.
Platform / Enterprise Business Platforms
Turn a manual process into a useful digital workflow.
Power Apps, Power Automate, Power BI and Power Pages can support different parts of a connected business process.
Explore the fit
01
Apps
Shape interfaces around the work people do.
02
Automation
Reduce repetitive handoffs.
03
Analytics
Make operational information easier to use.
Where to begin
A clear starting point for Microsoft Power Platform.
Define your requirements first, then evaluate the platform and implementation scope.
01
Choose one process
02
Review data and permissions
03
Define governance before scaling
Connected work
The platform is part of a wider plan.
Microsoft Power Platform should be considered alongside your existing systems, team workflows and the support needed after launch.
Explore Workflow automationQuestions worth answering
What should change for the people who use it?
Which data and systems must connect?
Who will own the platform day to day?
Low-code workflow design
Start with the outcome.
Microsoft Power Platform includes tools for apps, automation, analytics and websites. It can be valuable where a clear process needs a better interface or handoff. The most important early decisions concern data, permissions, licensing and how solutions will be maintained as they grow.
What a good plan produces
A governed first use case with a clear route from prototype to operation.
When it fits
Recognise the problem before choosing the platform.
These situations help identify where Microsoft Power Platform may be useful and what needs a closer look.
A team needs a focused app
A spreadsheet works as a record but gives users little guidance. Design a simple interface around the task and its data.
Reports need better inputs
Dashboards expose inconsistent data. Fix definitions and ownership before building more visuals.
Focus areas
The work behind the technology.
A platform decision affects data, teams and everyday operations. These workstreams help define a useful scope.
Power Apps
Consider an app when users need a structured way to capture, update or review information.
Power Automate
Consider automation for predictable triggers, approvals and notifications with clear exception handling.
Power BI
Define trustworthy measures, access rules and refresh expectations before designing reports.
Governance
Plan environments, connectors, licensing, ownership and support so useful solutions remain manageable.
Practical approach
From first question to a workable plan.
Choose one use case
Start where the current process has a clear problem and a responsible owner.
Review the data
Identify sources, permissions, quality issues and whether information needs to be stored elsewhere.
Prototype with users
Test the flow with the people doing the work and revise it around exceptions.
Prepare for operation
Set ownership, monitoring, support and change control before wider use.
Before you decide
Three questions that shape the scope.
Use the answers to assess fit and understand what needs to happen around the platform.
01
What data sources and connectors are needed?
02
Who can build, publish and change solutions?
03
What licensing and support model is required?
Common questions
About Microsoft Power Platform.
What is in Microsoft Power Platform?
It includes Power Apps, Power Automate, Power BI and Power Pages, among other capabilities. Each serves a different part of an application or workflow.
Can we start with one small automation?
Yes. A focused process is a good way to test value, data access and governance before expanding.
Does low-code remove the need for planning?
No. Data ownership, permissions, licensing, testing and ongoing support still need deliberate decisions.
In Enterprise Business Platforms
Explore related platforms.
Next step
Talk through the right fit.
Tell us what you need Microsoft Power Platform to support.
