Repeated follow-ups
Employees chase approvals because requests lack visibility and clear responsibility.
Automation & applications
Power Platform & Workflow Automation
Reduce manual handoffs with business applications, approvals and reporting built around your processes. Digital Sarathi connects Power Apps, Power Automate and Power BI to practical operational needs.
START WITH THE BUSINESS PROBLEM
What needs to work better?
Spreadsheet-based processes
Important workflows depend on manual copying and individual spreadsheets.
Disconnected reporting
Managers spend time collecting information from separate sources before reviewing operations.
HOW DIGITAL SARATHI HELPSPractical capabilities.
Practical capabilities.
Clearly defined work.
Scope the right combination of consulting, implementation, integration and support for your environment.
Workflow discovery
Map triggers, decisions, approvals, exceptions and process owners.
Power Automate
Configure suitable request routing, notifications and system-to-system steps.
Power Apps
Build focused business interfaces for agreed internal processes.
Power BI
Plan dashboards around defined data sources and business questions.
SharePoint integration
Connect documents and lists with approvals and employee services.
Governance and handover
Clarify environments, access, ownership and ongoing maintenance.
TYPICAL PROJECT SCOPE
Know what the engagement includes.
Every proposal should clarify deliverables, dependencies and responsibilities. A typical scope may include the following, adapted to your requirements.
- Process map and exception register
- Application or workflow specification
- Data source and connector assessment
- Pilot workflow and user acceptance tests
- Administration guide and support backlog
Technologies & platforms
The final selection depends on your existing environment, requirements and licensing.
Relevant organizations
- Finance and operations teams
- HR departments
- Trading companies
- Corporate organizations
THE IMPLEMENTATION APPROACH
From understanding to adoption.
Map
Understand the process before deciding what should be automated.
Prototype
Validate the interface and approval flow with the process owner.
Integrate and test
Test permissions, connector behavior, exceptions and notifications.
Roll out
Train users, document ownership and review adoption.
AFTER IMPLEMENTATIONA support model,
A support model,
not an afterthought.
Support can include workflow troubleshooting, connector changes, enhancements and owner training. Licensing, connector availability and platform limits must be assessed for the proposed solution.
Discuss ongoing IT supportCOMMON QUESTIONSWhat to know
What to know
before you start.
Have a question about your specific environment? Discuss it with our team.
Can you automate finance or HR approvals?
Appropriate request and approval workflows can be scoped after reviewing your process, access rules and systems. The process owner still defines the approval policy.
Is Power Platform suitable for every application?
No. We assess complexity, integration, governance and licensing before recommending it. Some requirements are better served by custom enterprise software.
Can dashboards use our existing data?
We first review the available data sources, access permissions and quality. Reporting requirements and integration work are then agreed.
START WITH A CONVERSATION
Let’s discuss your power platform & workflow automation requirement.
Tell us what needs to change. We’ll help you assess the right approach.