Cloud workflows
Connect business events with actions across supported applications and services. Coordinate notifications, record updates and handovers within a defined process.
The business perspective
Approvals, notifications and data handoffs often depend on people remembering the next step. Create dependable workflows that make progress visible and reduce avoidable repetition.
Automation creates value when it completes a useful process reliably. Moving a task faster is only part of the picture: the workflow also needs clear ownership, dependable data and a route for exceptions. We help identify repeatable work, simplify the unnecessary steps and choose the appropriate automation approach. The design includes what happens when a system is unavailable, a request is incomplete or a person needs to make the final decision.
Explore the possibilities
A closer look at the capabilities and decisions that shape a useful solution.
Connect business events with actions across supported applications and services. Coordinate notifications, record updates and handovers within a defined process.
Create a visible route for review and approval. Define the people involved, the information they need and how overdue or rejected requests are handled.
Assess robotic process automation for tasks in desktop applications. Consider the stability of the interface, machine requirements and the support model.
Use process-mining capabilities where appropriate to understand how work moves. Connect the findings to a specific improvement opportunity and reliable event data.
Explore supported document-processing and AI capabilities for suitable tasks. Include review points where extraction quality or business judgement affects the outcome.
Design run visibility, error handling and recovery alongside the flow. Make it clear who responds when an automated process needs attention.
From capability to everyday value
Explore possible starting points for your organisation. Each scenario connects a business need with work to consider and measures to review.
Approvals · Illustrative scenario
A purchase request sits in an inbox because nobody knows who should respond next. Define the approval route, supporting information and exception handling. Give the requester a clear status and provide the operations team with a view of overdue decisions.
System handovers · Illustrative scenario
A team copies approved records into another system at the end of each day. Assess the available interfaces, agree the authoritative source and define what a successful handover means. Include duplicate prevention and a way to resolve failed transfers.
Legacy tasks · Illustrative scenario
A repeatable task must interact with a desktop system that lacks a suitable interface. Review the task’s stability and exception rate before automating it. Define the machine, credential and support arrangements needed to keep the process dependable.
The Defacto approach
We prioritize suitable workflows, map the rules and exceptions, and develop automations with clear ownership and support arrangements.
Explore our approachMap the trigger, inputs, decisions and completion point. Remove unnecessary steps before deciding which parts should be automated.
Test normal and exceptional cases, including duplicate events and unavailable systems. Define monitoring, ownership and recovery procedures.
Measure the process after adoption and inspect the exceptions. Use those findings to improve the workflow and select the next automation opportunity.
A useful first conversation
A few examples of your current work will make the discussion more specific.
Experience you can explore
Customer experienceLeading Utilities Provider
A major utilities provider modernised customer service with AI-driven query resolution and 24/7 accessibility through Microsoft Copilot Studio.
Explore the customer storyMake an informed decision
The right scope starts with a clear understanding of your business, the platform and the work ahead.
Prefer an appropriate supported interface when one is available. Desktop automation can be useful when the task must interact with an application’s interface. The decision should consider reliability, maintenance, security and the cost of operating the automation.
The solution should include a visible failure state, an owner and a recovery approach. Depending on the process, that can mean a controlled retry, a review queue or a manual handover. We test these situations before the workflow becomes operational.
Measure the current process: frequency, handling time, errors and follow-up effort. Compare that baseline with the work remaining after automation, including exception handling and support. This produces a more useful business case than counting only the steps removed.
Explore Microsoft guidance
Keep exploring
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