1owner
Every automation needs an owner
Automations break when a password, mailbox or form changes. Each flow needs a named owner and documented steps to fix it.
GABCO field practice
- Home
- AI Advisory
- Workflow automation and reporting
Less copying and pasting. Better numbers.
Much of the time AI promises to save is lost in routine admin: re-keying data, chasing approvals and building the same spreadsheet every month. Automation and proper reporting recover it, inside the Microsoft 365 you already pay for.
What it covers
Workflow automation and reporting
Process discovery
Repetitive work in each department mapped and scored for time saved, effort and risk.
Power Automate workflows
Approvals, notifications, data transfers and document handling automated, with error handling and an owner for each flow.
Power BI reporting
Management dashboards built on accurate data sources, refreshed automatically, with access controlled.
Governance for automation
Environments, connectors and data policies set so automations stay secure and supportable.
- Power Automate
- Power BI
- Microsoft 365
How we do it
Map
We document the process as it runs today.
Design
The automated version is designed and agreed.
Build
Flows and reports are built and tested with users.
Hand over
Documentation and training, and an owner for each flow.
Field notes
Worth knowing
What you receive
- Automation opportunity register
- Documented and tested workflows
- Power BI reports and data model
- Data loss prevention and environment policies
- User guides and handover
Questions
Do we need extra licences for Power Automate?
Many standard automations are included in Microsoft 365 business and enterprise plans. Premium connectors and some features need additional licences; we check before we build.
Can Power BI connect to our accounting or practice system?
Often, yes, through a built in connector, an export or a database connection. We confirm what your system supports first.
Who maintains the automations afterwards?
Each flow has a named owner and documentation. We can also support and change them for you.
More on AI Advisory
Talk to us about workflow automation and reporting
Tell us what you're working on. We'll listen, ask the right questions and recommend a practical next step. No obligation.
info@gabcoenterprises.com+1 345 769 4222