Workflow discovery
Map the current process, decisions, identities, exceptions and systems of record before choosing the automation platform.
CONTROLLED ACTIONS ACROSS REAL BUSINESS WORKFLOWS
From a request to a controlled business action.
Build workflows and agents that validate intent, act through defined tools and return a traceable result.
THE WORK TO BE DONE
Design around the business need.
Automation needs clear execution boundaries. We design each action around an authorised business operation, explicit inputs, known failure paths and an accountable owner.
Action and tool design
Define schemas, validation rules, entitlement checks, approval requirements and a stable contract for every supported operation.
Reliable orchestration
Build for retries, idempotency, duplicate events, partial failure, timeouts and human escalation.
Release and support
Test business outcomes and failure paths, then provide runbooks, traceable execution records and operational ownership.
A REVIEWABLE ENGAGEMENT
What the work produces.
Scope and acceptance are agreed at the start of the engagement.
Typical deliverables
- Process and action contracts
- Automations or agent tools with scoped operations
- Failure handling and exception paths
- Release tests and support runbooks
Controls to design and verify
- Server-side validation and authorisation
- Human approval where the decision requires it
- Scoped identities and secret management
- Traceability across workflow and system updates
IN OPERATION
A practical employee or operator journey.
A user submits a service request. The workflow validates the request and caller, obtains any required approval, updates the system of record and returns a reference the user can track.
Measures to agree
- Successful business completion
- Manual effort and exception volume
- Duplicate or failed execution rate
- Time to diagnose and recover
Technology choices
Power Automate · Logic Apps · Copilot Studio · Azure Functions · Dataverse · Microsoft Graph
The selected components depend on your tenant, licensing, operating requirements and existing platform investments.
QUESTIONS BEFORE WE BUILD
Make the boundaries explicit.
Can we work with the systems we already have?
Yes. Discovery begins with your existing platforms, content and processes. We identify what can be retained, what needs to change and which integration boundaries require agreement.
What does the first release include?
A bounded business scenario, agreed users and sources, acceptance tests and a support owner. The scope is defined from evidence rather than a fixed set of generic features.
How do you establish production readiness?
By verifying the intended behavior, permissions, failure paths and operating model against agreed acceptance. A successful interface demonstration is one input to that decision.
LET’S BUILD THE NEXT CAPABILITY
Let’s define the next useful release.
Start with a business outcome. We will help define the architecture, the first release and the evidence needed to move forward.
PART OF THE CONEXIQ INTELLIGENCE LAYER
Connect the capability
to the wider system.
Reusable module scope, knowledge and tool interfaces, and tenant-bound delivery establish how this capability fits into an enterprise intelligence system.