What Process Efficiency Looks Like
For some organisations, efficiency means removing manual steps that slow their teams down. In others, it means connecting systems so that data flows without re-typing. Often it means both.
Most teams know where time is being wasted. The challenge is finding a better solution. We build solutions in Dynamics 365 and the Power Platform that address these bottlenecks.
Benefits to you
Faster sales cycles
Configure workflows that reduce sales admin, accelerate approvals, and help your team close deals quicker.
Accurate, connected data
Automated data capture and validation reduce errors, providing teams with business data they can trust.
Less time on repetitive work
Map repeatable processes to Dynamics, so your team follows consistent steps with less manual effort.
Better customer experience
Connected data and efficient workflows mean faster responses, fewer mistakes, and personalised service.
How we can help you increase efficiency
Examples of how we help organisations advance their digital transformation to implement more efficient ways of working include:
Automated document processing
If your team is opening documents, reading them, and typing the details into Dynamics 365, these processes could be better handled by an AI-powered workflow.
We worked with one organisation to build a solution that monitors incoming email orders, extracts data from PDF attachments, and automatically creates CRM records.
Up to 500 orders a week are now processed without repetitive data entry, saving hours of work every day. Their team remains in control by validating each item before it moves forward.
Connect systems with automated workflows
When data sits in separate systems, teams fill the gaps manually. We integrate external data sources with Dynamics 365 to create end-to-end automated processing.
For the regulatory organisation, ODPA, we configured automated workflows that route information captured on web forms directly to case and compliance officers.
Cycling UK automated bookings for e-bikes and events by integrating third-party tools with Dynamics 365, removing manual booking steps entirely.
Simplify repeatable processes
Often, repeatable processes are run across fragmented steps, with teams relying on memory, spreadsheets, or email chains to keep things on track.
We map these processes to Dynamics 365 and apply your rules to ensure consistent outcomes. Examples include onboarding workflows, support case handling, renewal management, and event registration.
Drive action with intelligent notifications
Alerts tailored to your workflows prompt the people to act at the right time, driving shorter sales cycles, faster renewals, and prompt order updates.
For Toyota GB, configurable sales approval alerts drove deal progression, contributing to fleet revenue growth. We also helped Mitie use automated survey alerts, helping its service teams to promptly act on feedback.
Improve experiences with self-service portals
Web portals simplify workflows by giving external users direct access to complete actions and access online resources.
A patient portal we built for a healthcare organisation allows patients to book appointments themselves.
Similarly, Cycling UK's portal gave its members a self-service journey that eliminated manual data entry.
Start with the process that’s costing you the most
Tell us which workflow you want to improve.
We’ll review it with you and show you what’s possible using your Microsoft technology.