Sound Familiar?
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Your Power Platform project is "working" — but something feels off - The team that built it is gone and nobody fully understands what's in there
- You're not sure if your setup is scalable, secure, or even best practice
- You want to build more on Power Platform but don't trust the current foundation
- Leadership is asking "did we get our money's worth?" and you're not sure how to answer
Why Assessments Matter
A minor architecture shortcut today becomes a major blocker next quarter
Small issues compound
Roadmap decisions require an honest baseline, not assumptions
You can't plan without knowing where you stand
Your builder won't audit themselves
The team that built it has blind spots. An outside perspective catches what insiders miss
- Independent and UnbiasedWe assess what's there — not what we'd sell you. If your system is fine, we'll tell you. If it needs work, we'll tell you exactly what and why.
- Actionable ReportNo 80-page PDFs nobody reads. You get a clear, prioritized list: what's critical, what can wait, and what's actually fine as-is.
- Senior Engineers OnlyYour assessment is done by engineers who've built and rescued dozens of Power Platform implementations — not by junior consultants with a checklist.
How It Works
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Kickoff Call (Day 1)- Understand your goals and concerns
- Get access to environments and documentation
- Define assessment scope and focus areas
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Technical Deep Dive (Days 2-5)- Review architecture, data model, and integrations
- Evaluate security, permissions, and compliance
- Assess code quality, flow efficiency, and error handling
- Identify technical debt and scalability risks
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Stakeholder Interviews (Days 3-5)- Talk to users who work with the system daily
- Understand pain points that don't show up in code
- Identify adoption gaps and training needs
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Report and Recommendations (Day 7-10)- Deliver clear, prioritized findings
- Walk you through the report live
- Answer questions and discuss next steps
- No obligation to hire us for the fix
What's in the Assessment Report
1
Architecture Review — Is the foundation solid or built on shortcuts?
2
Security and Compliance Check — Permissions, data exposure, DLP policies
3
Performance Analysis — Bottlenecks, throttling risks, scalability limits
4
Code and Flow Quality — Error handling, naming conventions, maintainability
5
Integration Health — Are connections reliable, documented, and monitored?
6
Prioritized Action Plan — What to fix now, what can wait, what's fine
Clear, Simple Pricing
Assessment pricing is based on scope — number of apps, flows, and environments we review. You'll know the exact cost before we start.
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Typical assessments:- Focused (1-2 apps, up to 10 flows) — single environment, targeted review
- Standard (3-5 apps, up to 25 flows) — most common, covers a full department
- Comprehensive (enterprise-wide) — multiple environments, cross-department
- All assessments include:
- Full technical review
- Written report with prioritized recommendations
- Live walkthrough call
- 1 week of follow-up questions
Team across US, LATAM, and Europe.
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Task
Enabled seamless handling of 10,000+ daily claims without performance degradation.
Improved user experience for 100+ employees, leading to increased productivity.
Ensured real-time synchronization between cloud and on-prem databases.
Streamlined claims processing, reducing processing time by 40%.
Result
The goal was to migrate the claims processing functionality to Power Automate while still leveraging the on-prem SQL database to avoid disruption and ensure continuity in operations.
Situation
A client was operating a legacy claims processing system that relied heavily on an on-prem SQL database. With over 10,000 claims to process daily and a user base of 100+ employees, the system was becoming a bottleneck. They wanted to modernize their workflow by moving to the cloud while ensuring seamless integration with their existing database.
Optimized workflows for scalability and efficiency, reducing manual interventions.
Designed and implemented a hybrid cloud architecture that securely connected Power Automate to the on-prem SQL database.
Action
Ensured role-based access control (RBAC) and data encryption
to maintain compliance.
to maintain compliance.
Developed custom Power Automate workflows to manage claim approvals, validation, and data synchronization.
Automated billing and CRM updates, eliminating manual errors.
Improved overall data visibility and reporting for leadership.
Reduced cat generation time 50%, improvising sales effective.
Enabled seamless contract approvals with integrated e-signature.
Result
Integrated with key platforms:
— Billing system to automate invoicing and reduce manual input.
— E-signature solution to streamline contract approvals.
— CRM fur real-time kustomer date update.
Automated workflows using Power Automate and APIs to reduce human intervention and eliminate data silos.
Implemented role-based security and data validation mechanisms
to provide compliance and accuracy.
to provide compliance and accuracy.
Task
The goal was to migrate the entire quoting process to the cloud, ensuring seamless automation, system integration, and compliance, while maintaining data accuracy and security.
Situation
Rebuilt the quoting tool as a cloud-based application with a user-friendly interface.
A telecom company relied on a legacy on-prem quoting tool that was slow, difficult to maintain, and lacked integration with modern platforms. Sales teams faced inefficiencies due to manual data entry, disconnected systems, and delays in finalizing quotes. The company sought to modernize its workflow by moving the quoting tool to the cloud while integrating it with
e-signature, CRM, and billing platforms to ensure a smooth sales cycle.
e-signature, CRM, and billing platforms to ensure a smooth sales cycle.
Action
— Homeowner communication tools to enhance engagement and service quality.
— Document storage and management for easy access and compliance.
— Billing and invoicing to improve cash flow.
The goal was to automate HOA management processes, focusing on:
Task
Centralized document management, increasing operational transparency.
Enhanced homeowner experience with automated communication tools.
Faster invoice generation, leading to improved cash flow.
Reduced manual efforts in billing by 60%, minimizing errors.
Result
Situation
A Homeowners Association (HOA) management company was struggling with manual billing, invoicing, and document management. Their existing system was outdated, leading to frequent errors, delays in payments, and inefficiencies in handling homeowner requests. They needed a modern, cloud-based solution to simplify operations while ensuring compliance
and financial transparency.
and financial transparency.
Action
Ensured compliance with financial regulations and data protection best practices.
Integrated document management tools, allowing secure storage
and easy retrieval of HOA records.
and easy retrieval of HOA records.
Implemented automated reminders and notifications to reduce late payments and enhance homeowner communication.
Developed a cloud-based billing and invoicing system that reduced manual input errors and improved payment processing speeds.