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Solution 05 · Business Process Automation

Four systems, three APIs, and a human doing the integration by hand.

Every re-keyed record is latency, cost, and a future error. We connect the systems you already run — with Power Automate, Logic Apps, and custom connectors — so data moves itself and people do the judgment work.

Engagement shape
Process by process
each automation scoped, priced, shipped alone
Pricing model
Fixed price
per automation, pay after approval
Where it runs
Your tenant
your identity, your audit log, your data
Failure posture
Alert, not silence
every flow monitored, errors go to a human
01 / The problem

It looks straightforward on paper. It never is.

The copy-paste tax is real: orders re-keyed into accounting, approvals chased by email, reports assembled by hand every Monday. Errors follow the manual steps, and so does the audit pain.

AI agents can now carry genuine workloads — but deploying them safely, with the right guardrails and data access, is exactly the part most teams don't have time to learn.

02 / Solved looks like

The hands-on-keyboards work disappears. The systems talk. The audit log is finally trustworthy.

01
The swivel-chair work disappears.

Orders, invoices, tickets, onboarding records — moving between systems on triggers and schedules, with validation on the way through.

02
Every hop is logged.

Who approved what, when the record moved, what changed — an audit trail that finally exists because a machine kept it.

03
The process survives the person.

The workflow that lived in Maria's head is now documented, monitored, and running under a service account — vacations stop being outages.

03 / How we run it

The playbook, phase by phase.

Automation fails when it's done to a process nobody mapped. We map first, automate the boring reliable middle, and keep humans on the judgment calls.

Phase 01Week 1
Map the process as it really runs.

Sit with the people doing it. Capture the steps, the exceptions, the 'oh, except on Fridays' rules — the truth, not the org chart's version.

You receive Process map + automation candidates ranked by payoff
Phase 02Weeks 1–2
Design the flow and its failure modes.

Triggers, connectors, data mapping, and — most importantly — what happens when the API is down or the data is bad. Every flow gets an error path to a human.

You receive Flow design: happy path + every unhappy one
Phase 03Weeks 2–4
Build and shadow-run.

The automation runs alongside the manual process, outputs compared daily. Discrepancies are design feedback, not production incidents.

You receive Shadow-run report: matches, mismatches, fixes
Phase 04Week 4–5
Cut over with a kill switch.

Manual process stands down, automation takes over — with monitoring, alerting, and a documented way to pause it and work manually if ever needed.

You receive Runbook: monitoring, alerts, pause/resume procedure
Phase 05Ongoing
Measure and extend.

Run counts, error rates, and hours returned — reviewed with you. The second automation is usually obvious by then; it gets its own fixed price.

You receive Monthly automation report

Week ranges reflect a typical engagement — your written plan comes with dates and fixed prices before anything starts.

04 / What goes wrong elsewhere

The horror stories, and the engineering that prevents them.

Automation horror stories are all the same four stories. Here's the engineering that keeps you out of them.

The story you’ve heardWhat’s in our plan for it
“It failed silently for six weeks.”

The flow died in March; everyone found out at quarter close.

No silent failures: every flow ships with run monitoring and error alerts routed to named people — and a weekly heartbeat so 'no news' is verifiably good news.
“It automated the mistake.”

Bad data moved faster than ever, into three systems instead of one.

Validation gates on the way in: schema checks, duplicate detection, and quarantine-for-review instead of push-through when data smells wrong.
“It ran under Bob's account.”

Bob left; the license lapsed; four processes stopped with him.

Flows run under service accounts with documented ownership and licensing — never under a person. That's checked at design, not discovered at offboarding.
“Nobody can touch it now.”

An undocumented flow became load-bearing; everyone's afraid to breathe on it.

Documentation and the pause/resume runbook are deliverables. Your team gets a walkthrough — the automation is infrastructure, not folklore.
05 / Services that combine

Assembled from published, fixed-price engagements.

Automations are assembled from published services — the flow work itself plus the integrations that connect your systems.

See the full catalog →
06 / Proof

Names, not logos.

The teams whose Mondays we automated, on camera.

YMCA DallasVideo case study

I think on a monthly basis we saw an overall reduction of almost $30,000 a month. For a nonprofit, that's significant.

Don · 0:04Read the transcript →Watch ↗
Vero BiotechVideo case study

If not for IT Partner, I would probably be looking at one or two full-time employees to do that support, which would probably cost me a quarter million dollars a year.

Vero Biotech · 0:03Read the transcript →Watch ↗
UNCOVideo case study

There was no downtime at all, and it was seamless. And the biggest thing is the forecast to project time: they were on it. We were never delayed. IT Partner fulfilled their scope when they said they would.

Jeff · 1:41Read the transcript →Watch ↗
Foster Business ConsultingVideo case study

It saves me hundreds of hours, because there's no way I could have set this thing up by myself.

James · 0:10Read the transcript →Watch ↗
Chambers TheoryVideo case study

We typically just send an email to ask for a couple of additional licenses … and within probably an hour it's all set up and assigned by them, which is a huge benefit for us.

Taylor · 3:18Read the transcript →Watch ↗
M2 StrategyVideo case study

…we love having you as partners, because you really give us peace of mind on the day-to-day operations.

Steve · 4:11Read the transcript →Watch ↗
Soho Apparel Ltd.Video case study

I've been doing this in apparel for a little over 30 years. I've done seven or eight system conversions. There's always an issue with it. … this was probably the easiest experience I've ever gone through.

Philip · 10:54Read the transcript →Watch ↗

Recorded by the clients themselves — real names, real projects. Every recording has a full transcript on its page; videos open in a new tab. All eight, with transcripts →

07 / Honest answers

Questions we get asked, answered without spin.

If your question isn't here, ask it below — an engineer answers by email, and Mike reads every one.

Which processes should we automate first?

High frequency, low judgment, painful when wrong: invoice and order handoffs, onboarding/offboarding record flows, approval routing, report distribution. The mapping week ranks your candidates by hours saved against build cost — you pick from a priced list.

Our third-party system has a terrible API. Can you still connect it?

Usually yes: custom connectors, scheduled file exchange, or — worst case — a carefully-engineered UI-level automation with all its fragility documented and monitored. And where an API genuinely can't be trusted, we'll say so rather than build you a time bomb.

What happens when an automation breaks?

Alerts fire to named owners, the runbook says how to pause it and work manually, and support is available on demand. Flows are built to fail loudly and safely — the six-silent-weeks story is a design choice, and we design against it.

Power Automate licensing is confusing. Will this cost more than it saves?

The design phase includes the licensing math — which flows fit the plans you own, which need premium connectors, and what that costs annually next to the hours returned. You see the whole equation before approving the build.

Can our team build the next ones themselves?

That's a great outcome. We hand over patterns, naming conventions, and error-handling templates, and can train your builders — governed citizen development beats shadow IT every time.

Didn’t find your question?

Ask it here. A real engineer answers by email within one business day — and if it’s a good one, it becomes part of this page so the next person finds it.

Answered by a person, one time, to your inbox. Nothing you type here is published without a human reviewing and anonymizing it first.

Talk to the person who’ll actually be accountable.

Thirty minutes with Mike — our CEO, not a sales rep. He’ll tell you whether we’re the right fit, including when we’re not.