Processes can be well defined and written down in ISO standards, policies or internal instructions. The problem is usually not that the organisation does not know them - the problem is the way the work actually runs.
We will show you what can be improved today with Microsoft 365, automation and AI - and how to recognise the processes where digitalisation makes the most sense.
I would like more informationWe answer these questions using concrete examples from practice.
A documented process does not yet mean an efficient way of working. In practice we often see that:
decisions and approvals get lost in email,
someone checks manually who has to take the next step,
there is no quick answer to "where does this case stand?",
the same data is entered into several systems,
reports are put together again every month,
employees search for data across different systems.
Many of these challenges do not require a large new information system. They can often be improved with technology the organisation already uses.
Using concrete examples we show what can be improved and automated today with Microsoft 365, the Power Platform, Copilot and AI.
An overview of the possibilities
Concrete BEFORE → TODAY examples
Ideas on where to look for opportunities in your own organisation
Together we look at your concrete processes, find the most promising opportunities and then assess and prioritise them.
A set of concrete process opportunities
An assessment of the business potential
A first assessment of feasibility
A shortlist of priority candidates
From the priority processes we decide which one is worth analysing in more detail and preparing for delivery.
A clear next step
A basis for process analysis and solution design
Using concrete BEFORE → TODAY examples we show how technology can reduce manual work, improve oversight and simplify everyday processes. This is not technical training. The aim is that after one hour you look at your organisation's everyday work with different eyes.
Challenge: email, Excel, manual reminders and status chasing
We show: a clear flow, automatic notifications and a visible status
Challenge: preparing quotes, reports and minutes by hand
We show: how data and templates automate document preparation, and where AI can help
Challenge: requests arrive through different channels and users keep asking about status
We show: a single intake point, an owner, statuses, deadlines and automatic notifications
Challenge: searching through ERP, CRM and spreadsheets and merging information by hand
We show: connecting data and less manual transfer between systems
Challenge: forwarding emails, checking, calling and chasing people
We show: automation taking over routine steps, reminders, deadlines and escalations
Finding and summarising information, working with documents and drafting content
Classification and working with internal knowledge
AI steps inside automated processes
Once you know what is possible, the next question appears: where should we start? Most organisations have several possible opportunities. The purpose of the second workshop is to move from ideas to clear priorities.
Participants use a questionnaire to propose processes where they see room for improvement
We review the proposals and prepare a starting point for the joint session
We gather and structure the concrete proposals
We assess their business potential
We look at basic feasibility
We identify the main obstacles
We set the priorities
A set of concrete process opportunities
An assessment of the business potential
A first assessment of feasibility
A shortlist of priority candidates
Purpose: to learn what is possible
Duration: 60 min
Price: free of charge
Focus: examples and possibilities
Outcome: ideas and a new understanding
Purpose: to choose what is worth doing
Duration: 120 min or as agreed
Price: on request
Focus: your concrete processes
Outcome: priority projects
If you do not yet have a clearly defined project, start with the free introductory workshop. If you already want to search for and select the processes with the greatest potential, you can enquire directly about the second workshop.
We use your details solely to respond to this enquiry.
Privacy policyYou do not need to know which tool you need. You know the business problem; we help find a suitable way to improve it.