Automation
When automation is not the first answer
Before choosing Power Automate, an integration, or custom software, make sure the process itself is worth automating as it stands.
Cognify Works
Focused assessment
Workflow Automation Assessment
Map the workflow, manual handoffs, information, systems, approvals, exceptions, and friction points before deciding whether Copilot Studio, Power Platform, custom software, or process improvement is the better fit.
Who it is for
The organizations this review helps.
Teams with repetitive handoffs, forms, or follow-up work across Microsoft and line-of-business systems.
What we review
A focused look at the current environment.
- The process, systems, and handoffs that create friction
- Whether Power Automate, Power Apps, or Copilot Studio fit the work
- Whether custom software or a simpler operating change is the better path
- Whether the resulting workflow can be operated after it is built
What the client receives
Clarity before a larger commitment.
- A clear view of the current environment and the constraints that matter
- Recommended next steps, including when no further work is the right answer
- A practical conversation about whether our team should carry the work forward
What happens next
Recommend the simplest useful step.
If the review is a useful starting point, we recommend the simplest next step. That may be managed IT, Microsoft work, automation, custom software, or no change at all. Scope and commercial terms are defined after the conversation, not on this page.
Insights
Related reading from our technology practice.
Published articles that sit next to this work.
Get started
Start with this assessment.
Tell us about the environment you have today. We will confirm whether this review is the right first conversation.
Start this assessment