Process Assessment
Review existing business processes to identify where applications or automation may provide practical value.
MICROSOFT BUSINESS SOLUTIONS
10 / 10
Power Platform Consulting.
Plan, structure and improve your Microsoft Power Platform initiatives with a practical approach to Power Apps, Power Automate, Dataverse, integrations, environments and solution architecture.
01
STRATEGY
Solution Planning
02
DESIGN
Architecture
03
STRUCTURE
Governance Guidance
04
DELIVERY
Implementation Roadmap
01
OVERVIEW
Start with the right Power Platform approach.
Power Platform can support a wide range of business applications and automation scenarios, but selecting the right architecture is just as important as building the solution itself.
Incodiv Tech provides Power Platform consulting focused on understanding business processes, identifying suitable use cases, selecting appropriate Microsoft technologies and creating a practical implementation direction.
We help organizations evaluate how Power Apps, Power Automate, Dataverse, SharePoint, Microsoft 365 and other connected services can work together within the context of their requirements.
Our approach considers solution complexity, maintainability, user experience, integration requirements, environments, permissions and licensing implications before recommending an implementation path.
02
CONSULTING CAPABILITIES
Practical guidance across the Power Platform lifecycle.
Use Case Prioritization
Compare candidate processes based on complexity, business need, dependencies and implementation considerations.
Power Apps Architecture
Plan Canvas or Model-Driven application approaches according to business and data requirements.
Power Automate Design
Structure workflows, approvals, notifications and automated processes around clear business rules.
Dataverse Planning
Evaluate and design Dataverse data models, relationships and application structures where appropriate.
Environment Strategy
Plan appropriate development, testing and production-oriented environments based on the organization's needs.
Connector Review
Identify required connectors and evaluate integration dependencies before implementation.
Licensing Review
Identify licensing considerations that may affect the proposed solution and technology selection.
Access & Role Design
Plan application access, data permissions and user roles according to the solution architecture.
Integration Planning
Define how Power Platform should interact with Microsoft 365, databases, APIs and other systems.
ALM Guidance
Plan a structured approach for solution movement, environments and application lifecycle practices.
Existing Solution Review
Review existing Power Platform solutions to identify maintainability, structure and improvement opportunities.
03
BUSINESS CHALLENGES
Avoid building solutions without a clear foundation.
Disconnected Apps
Individual applications are created without a broader plan for shared data and business processes.
Wrong Data Source
Solutions become difficult to extend when the underlying data architecture does not match business complexity.
Unstructured Automation
Flows grow without consistent naming, ownership or process design.
Licensing Surprises
Premium capabilities or connectors are selected without considering their licensing implications.
Unclear Ownership
Applications and workflows become difficult to support when ownership and responsibilities are not clearly defined.
Difficult Growth
A quick initial solution may become difficult to maintain as users, processes and integrations grow.
04
CONSULTING MODEL
Business requirements first. Technology decisions second.
Understand
Review business processes, users, data, challenges and desired outcomes.
Architect
Select appropriate Power Platform components, data sources and integration patterns.
Prioritize
Create a practical roadmap based on business priorities and technical dependencies.
Implement
Move from planning into structured solution development and iterative improvement.
05
USE CASE ASSESSMENT
Not every process needs the same solution.
Some requirements may need a simple Canvas App. Others may benefit from a Model-Driven App, Dataverse, SharePoint, workflow automation or integration with an existing business system.
We assess the process before selecting the technology so the architecture reflects actual business needs rather than forcing every scenario into the same implementation pattern.
BUSINESS REQUIREMENT
Select the Right Approach
01
Users
Who will use it?
02
Data
Where will it live?
03
Process
How complex is it?
04
Integration
What must connect?
06
POWER APPS STRATEGY
Choose the application model around the requirement.
Power Apps provides different approaches for different types of business applications.
Consulting helps determine whether a Canvas App, Model-Driven App or another Microsoft solution approach better fits the intended users, process, interface and data model.
Canvas Apps
Suitable for scenarios where a tailored interface and task-oriented experience are important.
Model-Driven Apps
Useful for structured, Dataverse-based business applications centered around records and processes.
01
Trigger
02
Evaluate
03
Route
04
Complete
07
AUTOMATION STRATEGY
Automate the process, not the confusion.
Power Automate can support approvals, notifications, data movement and other repetitive processes, but effective automation begins with a clearly understood workflow.
We map triggers, business rules, participants, exceptions and outcomes before defining the automation structure.
Explore Power Automate Solutions
08
DATA STRATEGY
Select data architecture based on business complexity.
OPTION 01
SharePoint
Can be appropriate for many Microsoft 365-based applications, lists, document-centric solutions and relatively straightforward business data.
- Microsoft 365 integration
- Lists and libraries
- Document-oriented scenarios
OPTION 02
Dataverse
Can be appropriate for relational business data, model-driven applications and more structured Power Platform solution architectures.
- Relational tables
- Business data structure
- Power Platform integration
OPTION 03
Existing Systems
In some scenarios, the correct approach is to integrate Power Platform with an existing database, API, ERP, CRM or other business platform.
- Existing databases
- APIs and services
- Business applications
The appropriate data source depends on requirements such as data relationships, volume, permissions, integrations, application design, licensing and existing technology.
09
ENVIRONMENT STRATEGY
Create a clearer path from development to production.
As Power Platform usage grows, building everything directly in one environment can make solution management increasingly difficult.
Depending on organizational size and requirements, an environment strategy can help separate development, testing and production-oriented work.
01
BUILD
Development
02
VALIDATE
Test
03
RELEASE
Production
The exact environment structure should reflect organizational requirements, licensing, administrative policies and the complexity of the solutions being managed.
10
INTEGRATION PLANNING
Plan how applications, data and systems connect.
BUSINESS PLATFORM
Power Platform
11
GOVERNANCE GUIDANCE
Support growth with clearer standards.
As more applications and flows are created, organizations may benefit from defined practices around ownership, naming, environments, connectors, access and solution lifecycle.
Governance does not need to make development unnecessarily complicated. The goal is to create practical structure around how solutions are created, managed and supported.
01
Ownership
02
Naming
03
Environments
04
Connectors
05
Access
06
Lifecycle
12
LICENSING CONSIDERATIONS
Consider licensing before architecture is finalized.
Power Platform licensing can affect the practical architecture of an application or automation solution.
Data sources, premium connectors, Dataverse, application types, automation requirements and other Microsoft capabilities may introduce different licensing considerations.
We include licensing dependencies in the solution discussion so they can be considered alongside functionality and architecture.
Microsoft licensing and product terms can change. Final licensing decisions should be verified against current Microsoft product documentation and the organization's specific subscription agreements.
13
EXISTING SOLUTION REVIEW
Already using Power Platform? Review before rebuilding.
Application Structure
Review how Power Apps are organized and how application logic is structured.
Flow Structure
Review existing Power Automate flows, dependencies and workflow patterns.
Data Architecture
Evaluate whether existing data sources remain appropriate as requirements grow.
Integrations
Identify external systems, connectors and integration dependencies.
Environments
Review how solutions are currently developed, tested and released.
Improvement Roadmap
Prioritize practical improvements without automatically replacing working components.
14
DELIVERY ROADMAP
Turn strategy into a practical implementation plan.
Discover
Processes / Users / Data
Architect
Apps / Automation / Data
Prioritize
Use Cases / Dependencies
Build
Iterative Implementation
Improve
Review / Extend / Refine
15
WHY INCODIV TECH
Power Platform consulting with implementation experience.
Business-First Planning
We begin with the process and business requirement before selecting Power Platform components.
Power Apps Experience
Application architecture considers user experience, business logic and data requirements together.
Automation Experience
Workflow planning considers triggers, approvals, exceptions, notifications and process ownership.
Microsoft 365 Integration
We understand how Power Platform can work with SharePoint, Teams and other Microsoft services.
Data Architecture
We evaluate SharePoint, Dataverse and connected systems according to the actual solution need.
Practical Roadmaps
Recommendations are structured around achievable implementation stages rather than unnecessary complexity.
16
RELATED SERVICES
Move from consulting to implementation.
17
FREQUENTLY ASKED QUESTIONS
Power Platform consulting questions.
What is Microsoft Power Platform consulting?
Power Platform consulting helps organizations evaluate, plan and structure solutions using technologies such as Power Apps, Power Automate and Dataverse, together with relevant Microsoft and external systems.
Can you review our existing Power Apps and flows?
Yes. Existing applications, flows, data sources, integrations and environment structures can be reviewed to identify practical improvement opportunities.
Should we use SharePoint or Dataverse?
It depends on the application. Factors such as data relationships, complexity, permissions, integrations, licensing and application architecture should be evaluated before choosing the data platform.
Do you help with Power Platform architecture?
Yes. Architecture planning can include applications, automation, data sources, environments, integrations, user access and solution lifecycle considerations.
Can you help us identify processes to automate?
Yes. Business processes can be assessed to identify repetitive tasks, approval flows, manual data movement and other scenarios that may be suitable for automation.
Do you provide Power Platform governance guidance?
Yes. Guidance can cover areas such as environments, ownership, naming, connectors, access and application lifecycle. The appropriate level of governance depends on the organization's scale and requirements.
Can you advise on Power Platform licensing?
We can identify licensing considerations relevant to the proposed architecture. Because Microsoft licensing can change, final licensing should be verified against current Microsoft documentation and the organization's agreements.
Can Incodiv also implement the recommended solution?
Yes. Incodiv Tech provides development and implementation services across Power Apps, Power Automate, SharePoint, Dataverse, Microsoft 365 integrations and related business solutions.
PLANNING A POWER PLATFORM INITIATIVE?
Build the right foundation before you scale.
Discuss your processes, existing Microsoft
environment and business requirements with
Incodiv Tech to define a practical Power Platform
direction.
