Build Custom Microsoft-Based Automations and Business Applications
AdaptivEdge’s business process automation consulting and application development services help operations leaders, IT teams, and business systems stakeholders drive maximum organizational efficiency through automated workflows and custom-built apps.
We leverage Power Platform, SharePoint, and Teams to build custom no-code/low-code applications within the Microsoft ecosystem that help our clients automate business processes, saving thousands of hours and millions of dollars, reducing human error, and improving efficiency.
Let’s discuss what we can build to give you a competitive advantage in your industry and market segment!
Our Business Process Automation and Application Support
Business process automation often requires more than a workflow. AdaptivEdge combines custom business apps, automated approvals, connected data, dashboards, and Microsoft 365 integrations to create solutions that fit how your teams actually work.
Our consultants help you unlock:
- Intelligent forms via Power Apps and/or SharePoint with embedded business logic to dramatically decrease form completion time and increase accuracy
- Form routing for review, revision, and approval with Power Automate
- Task creation and reminders
- Document signing (with metadata) with integrated platforms like DocuSign and Adobe Sign
- Robust reporting and KPI dashboards with Power BI
We’ve created over 50 custom no-code/low-code business applications for clients. Some of the most common solutions include:
- Employee onboarding and offboarding
- Contract management
- Building maintenance and service management
- Employee anniversary and recognition
- Time and expense reporting
- Corporate retreat planning
- Inventory and renewals tracking
- Marketing collateral requests
Automation scope, timeline, and cost vary based on your process complexity, systems, data requirements, user roles, and integration needs.
Whether you are replacing spreadsheets, modernizing legacy SharePoint or Nintex workflows, reducing approval bottlenecks, or building internal apps for business teams, our approach helps ensure your automations are practical, adopted, and aligned with how your organization actually works.
The Business Processes and Apps We Automate and Build
H3 Approval and Routing Workflows
Reduce delays caused by email-based approvals, manual handoffs, and unclear ownership. AdaptivEdge helps design approval workflows for purchase requests, contracts, policy reviews, expenses, documents, and other recurring business processes.
H3 Custom Business Apps and Internal Portals
Some processes need more than a workflow. We build custom business applications, request portals, forms, approval tools, and case management apps that give employees a simple place to submit, review, track, and complete work.
H3 Employee Onboarding and HR Workflows
Automate onboarding tasks, access requests, equipment provisioning, employee forms, manager notifications, and HR handoffs so new employees and internal teams have a smoother experience.
H3 Finance and Operations Workflows
Streamline invoice routing, budget approvals, month-end tasks, exception handling, operational requests, and recurring reporting workflows that often depend on spreadsheets and manual follow-up.
H3 Service Requests and Case Management
Create structured intake, routing, assignment, status tracking, and reporting for IT requests, facilities requests, department support queues, customer service processes, or internal operations teams.
H3 Compliance and Document Workflows
Support recurring compliance tasks, evidence collection, document review, audit trails, approval history, version control, and policy acknowledgment workflows.
H3 Reporting and Process Visibility
Use Power BI and connected Microsoft data sources to give leaders better visibility into workflow status, process bottlenecks, cycle times, and operational performance.
H3 Field Operations and Mobile Workflows
Replace paper forms, manual updates, and delayed field reporting with mobile-friendly forms, inspections, work orders, task updates, and automated notifications.
When to Consider Business Process Automation Consulting
Legacy processes often lead to inefficiency and human error, which in turn create delays.
These legacy processes often involve:
- Filling out PDF, Word, or Excel-based forms and sending them manually via email
- Manual review and approval steps in unstructured emails and chats
- Delays and missed deadlines due to manual reminders and changing personnel
- Lack of ability to track process or report status
- No integration into other business applications, requiring more manual data entry
Almost every organization still uses manual and archaic business processes to some extent. Many of these processes are organic, poorly documented, and based on tradition and precedent developed by business stakeholders and influencers over many years. When asked why a specific business process is followed, people frequently say, “Well, that’s just how we’ve done it here for as long as I can remember.”
Process automation helps businesses overcome that.
How We Assess, Design, and Build Process Automation Solutions
We help you identify the right processes to automate, design the right solutions, and support successful adoption.
Here’s the roadmap we follow:
- Discovery & Process Assessment: Understand how work happens today, where bottlenecks occur, what systems are involved, and which teams are affected.
- Automation Prioritization: Rank opportunities based on business impact, complexity, risk, user experience, data needs, and speed to value.
- Workflow and Solution Design: Define the future-state process, approval logic, user roles, application requirements, data flow, integrations, reporting needs, and governance considerations.
- Build and Configuration: Develop the automation, custom business app, integration, dashboard, or Microsoft 365 solution using tools such as Power Automate, Power Apps, SharePoint, Teams, Dataverse, and Power BI.
- Testing and Validation: Validate workflow logic, edge cases, permissions, data accuracy, user experience, system integrations, and operational readiness.
- Training and User Adoption: Prepare business users and internal teams to use the new solution correctly and move away from manual workarounds.
- Support and Optimization: Refine the automation after launch, resolve issues, improve adoption, and identify additional opportunities for process improvement.
Meet Your Process Automation Consultant
Aaron Wilson works with our clients to understand business needs and develop solutions to improve efficiency. His specialized experience in process improvement, automation, and custom business applications makes him the perfect fit for your project.
Get to know Aaron more on our team page: