What are the benefits of working with a consultancy like PTR?

When you partner with us, you gain access to the decades of collective experience of our entire team to support you in making the most of your people, data, and technology. Our collaborative approach and absolute commitment to transparency, knowledge sharing, and client owned solutions, means we very much work with you rather than for you, and we would like you to see us as an extension of your team. The Return on Investment can often be directly compared to that of recruiting an internal hire - by working with us, the knowledge and skills of our whole team are there on tap, as much or little resource as you need, with little or no long-term commitment. Once you have matured your capability, it may well be that we can support you recruiting that internal hire a little further down the line.

Where are your consultants based?

Our in-house team of full-time consultants are all based in the UK, with our offices and training centre based in Wokingham, just outside Reading. The vast majority of our delivery work takes place remotely, taking full advantage of cloud based technologies to provide the most flexible service possible. We do also love to get out and meet people in person though, and are very happy to join you onsite at your own premises as requirements suit.

What types of engagement do you offer?

We offer very flexible engagement terms to suit any scale and budget and to reflect the fluid nature of business intelligence requirements. In simple terms, we typically work on one of the following bases: - Statement of Work/Project Fee - Ad-Hoc Daily Rate Consultancy - Monthly Retained Services - Diagnostic Support Contract

Business Process Automation Consultancy

PTR Power Platform Consultancy Services

As a Microsoft Solutions Partner we are involved in the latest technologies from Microsoft that assist with improving and automating our business processes. Our Power Platform consultants are expert in their field and execute a collaborative and mentoring approach to consultancy enabling you the client to stay in control of your projects, but with us at your side to guide and nurture you through a new world of tools that can help you build powerful interactive end to end solutions.

Do you fit into one or more of the following categories?

• A business seeking a custom solution for business needs such as customer management and process management • An organisation using SharePoint but seeking a more user friendly interface for your applications • A company with a range of IT needs and limited development resources • A business focused on efficiency and aiming to streamline operations such as employee onboarding, inspections, sales intakes

In fact do you have any requirement to create a user friendly front end app to everyday business processes and/or a desire to automate repetitive business processes?

The Microsoft Power Platform is perfect for any organization or business unit looking to quickly develop custom, low-code applications that integrate with Microsoft's ecosystem, especially those seeking to improve operational efficiency, enhance SharePoint usability, or automate business processes.

What is Microsoft Power Platform?

Microsoft Power Platform is a toolset of utilities and applications that enable end to end business processes to be automated and controlled via user friendly front end applications (apps). There are four core components to the Power Platform: • Power BI • Power Automate • Power Apps • Power Virtual Agents

What Is Power BI?

You are quite possibly already familiar with Power BI as reporting and dashboard delivery platform. Power BI provides support for the ingestion and transformation of source data through dataflows, and the development and publishing of semantic models which can be referenced by Power BI reports to deliver insight to and uncover hidden data stories for users, and drive data driven decision making within an organisation.

What Is Power Automate?

Power Automate is a platform that allows workflows to be created that connect apps and services and trigger events. For example, you might achieve the following with Power Automate: • Automate data entry • Automate the sending of emails • Automate spreadsheet updates • Create an approval workflow for business processes such as project sign off • Automate customer service workflows and procedures • Automate business processes for HR activities When an action in one app is dependent upon an action in another app being completed it is likely that Power Automate can help with connecting these events via a workflow. For example: • An email arrives and that should trigger a business activity such as customer on boarding, work approval • A spreadsheet is updated and that should trigger an upload to blob storage • A document is updated and an email should be triggered to send to interested parties • A new record is submitted through a data entry app and an email notification and report should be sent to impacted users • A new SharePoint document is created in a specific folder and this should be added to Dynamics • An expense approval is submitted which should trigger an approval process for the employee's manager • A customer feedback survey needs to be sent automatically after a course or seminar The list could go on, but in short, whenever one business event depends upon another completing and human beings are being relied upon to make the next action happen Power Automate can most certainly help to remove the manual element and remove the risk that the workflow may not take place. ## What is Microsoft PowerApps ? Power Apps is a tool offered by Microsoft that allows people, whether they have technical skills or not, to create custom applications for their business needs. We can think of it as a set of building blocks that can be used to create software applications without needing to know how to code. These building blocks include pre-made forms, connections to many common business systems and databases, and the ability to add your own data. This means you can easily put together an app that helps with tasks like managing inventory, tracking customer feedback, or organizing team projects, all without writing a single line of code. Power Apps is designed to be user-friendly, enabling anyone to bring their app ideas to life quickly and efficiently, thereby solving business problems or improving processes within their organization. Within the Microsoft 365 ecosystem, Power Apps offers comprehensive integration with Power BI and Power Automate, creating a unified platform that enhances data visualization, maintenance, and the automation of complex tasks. This integration facilitates a streamlined user experience, enabling users to leverage the strengths of each application within a single, cohesive environment. Furthermore, Power Apps supports an extensive range of native connectors, providing seamless connectivity to a wide variety of systems and services. This connectivity empowers users to easily interact with and draw data from multiple sources, thereby significantly enhancing the application's versatility and utility across diverse business scenarios.

What Is Power Virtual Agents?

Power Virtual Agents is an AI chatbot tool enabling business to create their own chatbots without coding.

How Can We Help?

Our team of Power Platform consultants are here to guide you through your Power journey. We can help you identify which areas of your business can benefit from Power Platform solutions and work with you to design, develop and implement your business process and automation solutions.

We take a collaborative and mentoring approach to consultancy - encouraging, educating and supporting them at every step of the way.

If you would like to discuss your business needs further and explore how we can help give us a call on 0118 979 4000 or email us at info@ptr.co.uk.