Map the task
Identify who enters information, who reviews it and which records need to be retained.
AUTOMATION & SYSTEMS
Build focused apps for capturing information, managing requests and connecting team processes in your Microsoft environment.
Request a systems quoteYour team needs structured forms, shared records and approvals without starting a large bespoke software programme.
THE DETAIL THAT MATTERS
Connectors, licensing, permissions and ownership affect what an app can do and how it will be maintained. We review these alongside the process before agreeing the build.
Identify who enters information, who reviews it and which records need to be retained.
Agree the data source, validation rules, roles and permissions.
Connect forms, records and workflow actions using appropriate platform capabilities.
Check permissions, errors and common user tasks. Document the environment, dependencies and ownership.
Deliverables are agreed in your quote.
Outline the process, current tools, users and intended result.
Please leave out sensitive records. File sharing is agreed after the initial review.
QUESTIONS
Licensing and subscription costs are identified during scoping and confirmed separately from the build fee.
We assess the source, available connectors, access permissions and data quality before confirming the approach.
We agree the environment, owner and administrator at the start so the app can be operated within your organisation.
NEXT STEP
We’ll review your brief and confirm the scope and fee.