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Business cases &
automation scenarios

Every system here started with a process that was costing someone time, money, or control. Browse by domain to find scenarios relevant to your organisation — then let's talk.

8 Scenarios documented
Compliance
Internal Control Management System

A global company with 58 facilities across 4 continents tracked 200+ internal controls in shared spreadsheets. Ownership was unclear, testing was inconsistent, and audit cycles were chaotic.

What was built
  • Canvas app for control ownership, evidence upload, and status tracking
  • Automated testing reminders and escalation flows per control cycle
  • Power BI dashboard with live control effectiveness scores
Power Apps Power Automate Dataverse Power BI
Finance
Debt Covenant Compliance Monitor

A finance team monitored loan covenants manually in Excel. With 30+ covenant conditions across multiple facilities, the risk of a missed breach was high and quarterly reviews were always last-minute scrambles.

What was built
  • Covenant register with threshold definitions and automated ratio calculations
  • Early warning alerts when ratios approach covenant limits
  • One-click quarterly compliance pack generation
Power Apps Power Automate SharePoint Excel
Integration
Multi-System Data Pipeline & Dashboard

Operational data lived across 5 disconnected platforms — ERP, CRM, a legacy database, SharePoint lists, and manual CSV exports. Reconciliation was done by hand every Monday morning.

What was built
  • Python integration layer pulling from all 5 sources via REST APIs and direct DB queries
  • Nightly automated reconciliation with exception flagging
  • Unified Power BI dashboard with drill-through by entity and period
Python REST APIs Power BI SQL
AI
AI Document & Email Data Extraction

Staff spent hours each week manually reading PDFs, invoices, and supplier emails to extract structured data before entering it into an ERP system. High error rate, low morale.

What was built
  • AI agent reading incoming emails and attachments using a local LLM
  • Structured JSON extraction mapped to target system fields
  • Power Automate flow routing extracted data for human review before submission
Python Ollama / LLM Power Automate SharePoint
Operations
Multi-Level Approval Workflow Automation

Purchase orders, expense claims, and contract approvals were routed over email chains. Approvals got lost, deadlines missed, and there was no audit trail for finance or compliance teams.

What was built
  • Power Apps submission portal with request categorisation and value thresholds
  • Dynamic approval routing — single or multi-level based on value and type
  • Automatic escalation after SLA breach; full audit trail in Dataverse
Power Apps Power Automate Dataverse Teams
Reporting
Executive KPI Dashboard & Automated Reporting

Monthly KPI packs were assembled manually by a finance analyst — pulling from three sources, formatting in Excel, then emailing static PDFs. The process took 2 days and was always slightly out of date.

What was built
  • Live Power BI dashboard with drill-through by region, entity, and KPI type
  • Automated data refresh and scheduled report distribution via Power Automate
  • Role-based access so each business unit sees only their data
Power BI Power Automate SharePoint SQL
HR & Ops
Contractor & Vendor Onboarding Portal

Onboarding a new contractor required 14 manual steps across HR, IT, Finance, and Legal — each team working in isolation. Average onboarding took 5 days; contractors frequently started without system access.

What was built
  • Self-service onboarding portal where contractors submit documents and sign NDAs digitally
  • Parallel task assignment to HR, IT, Finance automatically on submission
  • Progress tracker visible to hiring manager; alerts on blockers
Power Apps Power Automate SharePoint Teams
Compliance
Regulatory Submission Automation

A regulated business assembled quarterly regulatory submissions by collecting data from 6 departments, manually validating it, and formatting it into a regulator-specified template. The process took 3 weeks and involved significant re-work each cycle.

What was built
  • Automated data collection from each department via structured Power Apps forms
  • Validation rules flagging inconsistencies before submission package is assembled
  • One-click generation of regulator-format report with audit trail
Power Apps Power Automate Dataverse Power BI

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