Custom Microsoft 365 Business Apps — Process Automation

This service helps organizations design and implement custom business apps and process automation using Microsoft 365 services and related integrations. It is intended to streamline workflows, reduce manual work, improve information processing, and connect workplace systems such as SharePoint, Teams, Exchange Online, Dynamics 365, Power BI, Power Apps, and Power Automate.

The service can use Microsoft services such as Power Apps, Power Automate, SharePoint Online, Exchange Online, Dynamics 365, and Power BI. The exact tools depend on the workflow, data sources, and business requirements defined in the statement of work.

Yes, the service may include integrations with other services where appropriate, such as Twitter or Facebook. The specific integrations must be confirmed during scoping, because feasibility, licensing, permissions, connectors, and technical constraints can vary.

This service is designed for organizations that want to reduce repetitive manual work, improve workflow quality, and digitize business processes. Examples may include automating approvals, improving information routing, connecting Microsoft 365 services, or building tailored apps to support internal processes, depending on the agreed statement of work.

The engagement includes a kickoff meeting, creation of a statement of work with client staff, a development plan, managed development, implementation and testing, issue verification and fixes if needed, and project closure and acceptance. IT Partner may also engineer tailored solutions, create user-friendly instructions, and provide ongoing solution support after implementation.

Licenses, subscriptions, and staff training are not included in this service. Clients must have the appropriate Microsoft 365 subscription or be prepared to purchase it, and any formal training needs should be discussed separately with IT Partner.

The listed price for this service is $175 per hour. Because the development timeframe varies depending on the client’s needs and the final scope, the total cost should be confirmed after the statement of work and development plan are prepared.

The listed service duration is 7 days, but the development timeframe may vary based on the complexity of the requested apps, automations, integrations, and testing. IT Partner creates a development plan during the engagement so the expected schedule can be aligned with the agreed scope.

The kickoff meeting starts the engagement and aligns IT Partner and the client on goals, stakeholders, responsibilities, and next steps. It supports preparation of the statement of work and development plan, which guide the implementation.

Expected deliverables include a statement of work created with client staff, a development plan, tailored solutions if needed, user-friendly instructions, implementation and testing, issue verification and fixes if any, and project closure and acceptance. Ongoing solution support after implementation is also listed as part of IT Partner’s responsibilities.

The engagement is considered successful when the kickoff meeting is completed, the statement of work and development plan are created, development is managed, implementation and testing are completed, issues are verified and fixed if needed, and project closure and acceptance are completed. These criteria focus on delivering and validating the agreed solution rather than promising a specific business outcome.

The client must have an appropriate Microsoft 365 subscription or be prepared to purchase one. The client should also be ready to provide business requirements, assign a dedicated point of contact, coordinate staff schedules, and grant the access rights needed for implementation.

IT Partner is responsible for creating the statement of work with client staff, designing the development plan, managing the development process, engineering tailored solutions if needed, creating user-friendly instructions, and providing ongoing solution support after implementation. IT Partner also completes implementation, testing, issue verification, and project closure activities within the agreed scope.

The client is responsible for coordinating resources and staff schedules, assigning a dedicated point of contact, providing information needed for the statement of work, granting required service account access and rights, and coordinating outside vendors when applicable. The client also handles network equipment configuration, reviews and approves deliverables, and requests or approves change management tickets if required in the client environment.

The service description does not specify a standard downtime window or guaranteed zero-downtime implementation. Any business impact should be evaluated during the statement of work and development planning, especially if the automation affects production workflows, integrations, approvals, or user-facing apps.

Formal staff training is not included in this service. However, IT Partner creates user-friendly instructions as part of the engagement, and any additional training requirements should be confirmed separately before or during scoping.

Yes, tailored solutions may be engineered if needed and if they fit the agreed scope. The exact design is determined through the statement of work and development plan, because requirements, Microsoft 365 licensing, integration needs, and complexity can vary.

After implementation, IT Partner completes testing, verifies and fixes issues if any, and proceeds with project closure and acceptance. The service also includes ongoing solution support after implementation, but the specific support terms should be confirmed with IT Partner.

The client is responsible for reviewing and approving engagement deliverables in a timely manner. If the client environment requires change management tickets, the client must request and approve those tickets so implementation can proceed.

The listed manager for this service is Roman Sotnik. The service SKU is ITPWW030DEVOT, which can be used when discussing or referencing the engagement with IT Partner.