No more PDF round trips
Requests are submitted as structured forms with validation, so incomplete or misrouted submissions stop at the source.
Replace PDF and email approvals with digital forms, conditional routing and records written back to SharePoint or Dataverse.
Replace PDF and email approvals with digital forms, conditional routing and records written back to SharePoint or Dataverse.
We take one process at a time: capture the fields, agree the routing rules and build the form and flow together with the people who submit and approve. Approvers act from Outlook or Teams, conditional logic sends requests only where policy requires, and the outcome is written back to SharePoint or Dataverse with a timestamp and the decision. The pattern is then reused for the next process.
Flows run under managed connections rather than personal accounts, DLP policies keep data inside the approved boundary, and each flow is inventoried with an owner. We work with the connectors available in GCC and GCC High and document the configuration so your administrators can maintain it. The result is a governed replacement for PDF and email approvals.
Requests are submitted as structured forms with validation, so incomplete or misrouted submissions stop at the source.
Each decision is timestamped and stored with the request, giving one history per item that anyone with access can review.
Conditional logic sends requests only to the approvers a given type and value require, with no manual forwarding.
The first process becomes the template for the next, which reduces cost and time for each addition.
Tell us the problem. We will architect the solution and show you the path to deliver it.