How It Works

Five steps from manual processes to working automation

Every engagement follows the same clear path. You'll know exactly what happens, what it costs and what you'll get, before you commit to anything.

Three of the five steps are completely free. You don't spend a penny until you've seen exactly what we'll build.

See What’s Possible →
3 free
Discovery, Technical Fit, and Proof of Concept are all free. No cost until you say go.
30 days
From kickoff to live automation. Fixed scope, no six-month projects.
100%
Your team owns everything after handover. Full documentation, zero dependency.
01
Step 01

Discovery Call

30 minutes · Free · No obligation

We start by understanding where your team is losing time. Then we'll walk through your actual processes and identify the specific manual tasks that are costing you money.

We'll ask questions like: Where does your team spend hours copying data between systems? Which reports take days to compile each month? What breaks when someone is on holiday?

By the end of the call, you'll have a clear picture of which processes can be automated and a rough estimate of the time and cost savings.

What you'll get

  • A map of your highest-cost manual processes
  • An initial estimate of monthly hours and money recoverable
  • A clear yes/no on whether automation fits your situation
  • If it doesn't fit, we'll tell you. No hard sell.
02
Step 02

Technical Fit

45 minutes · Free

Before we propose anything, we confirm your Microsoft 365 environment can support the automation. We'll review your current licence level, check that the necessary Power Automate and Power BI features are available and identify any connections needed to your other systems, whether that's Sage, Dynamics, a housing management platform, or another bit of software.

This step exists to protect you. If your environment isn't ready, or if the automation would require tools outside your current licence, we'll flag it now, not halfway through a project.

What you'll get

  • Confirmation your M365 licence covers what's needed
  • A list of system connections required (e.g., Sage, CRM, ERP)
  • Any environment changes needed before we start
  • Written summary you can share with your IT team
03
Step 03

Proof of Concept

No obligation · No cost

This is where most consultancies hand you a proposal and ask for a signature. We do it differently.

Before you commit to anything, we'll build a visual walkthrough of exactly how the automation will work in your environment. You'll see the data flow, the triggers, the outputs, not a slide deck of promises, but a demonstration of the actual solution.

If it doesn't look right, we adjust. If it's not what you need, you walk away. No invoice, no obligation.

What you'll get

  • A visual walkthrough of the proposed automation
  • Clarity on exactly what will be built
  • The opportunity to adjust scope before any commitment
  • Complete freedom to walk away at zero cost
04
Step 04

30-Day Implementation Sprint

8–30 days · Fixed scope

This is where the work happens. We build the automation inside your own Microsoft 365 tenant using only native tools, Power Automate for workflows, Power BI for reporting. No third-party software installed, no black-box code, no external dependencies.

We use dummy data during development so there's zero risk to your live environment. You'll get progress updates throughout, and we don't consider the sprint complete until the automation is running in production and your team has seen it work.

Typical automations we deliver in a single sprint include: month-end reporting that previously took days, invoice approval workflows, data synchronisation between your CRM or ERP and Microsoft 365, and compliance dashboards that update automatically.

What you'll get

  • A live, working automation in your M365 environment
  • Built with 100% native Microsoft tools - no extra licences
  • Development on dummy data - zero risk to live systems
  • Fixed scope agreed in advance - no scope creep
05
Step 05

Handover & Ongoing Support

Included · 3-month check-in

We don't build things your team can't maintain. Every automation comes with full documentation and a structured handover so your internal IT team or even a confident power user can manage, adjust and extend what we've built.

Because everything uses native Microsoft 365 tools, there's no proprietary code to maintain, no external vendor dependency and no ongoing licence fees. You own it completely.

At three months, we check in to measure actual time saved, confirm everything is running smoothly and identify the next highest-value automation opportunity.

What you'll get

  • Full technical documentation
  • Structured handover to your IT team or nominated user
  • No ongoing dependency - your team owns everything
  • A 3-month review measuring real results and next opportunities

Built to reduce your risk at every stage

No cost until you say go

Discovery, Technical Fit, and Proof of Concept are all free. You don't spend a penny until you've seen exactly what we'll build.

No new software to buy

Everything runs inside your existing Microsoft 365 licence. No third-party tools, no extra subscriptions.

No vendor lock-in

Native Microsoft tools mean your team can manage everything after handover. No proprietary code, no dependency on us.

No scope creep

Fixed scope agreed before the sprint starts. The price you agree is the price you pay.

Ready to see what 30 days can do?

Book a free 30-minute discovery call. We'll map your manual processes, estimate the savings, and show you whether Microsoft 365 automation is the right fit — no obligation.

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Beyond 365 Ltd · UK-based Microsoft 365 Automation Consultancy