Operations and field
Take the manual work out of day to day operations, on site and off.
A lot of time is lost to manual steps, paper forms and data that never makes it back to the office. These are the operational and frontline problems we help you fix, using the Microsoft tools you already have.
Operational and field problems we solve
Pick the operations or field problem that sounds like yours, and see how we solve it.
Staff onboarding
New starters wait days for accounts, access and paperwork.
Timesheet and overtime
Hours sit across rosters and payroll, so overtime is only seen once it is paid.
Automate approval workflows
Approvals sit in inboxes and email chains, so work stalls waiting on a sign off.
Reduce manual data entry
The same details get typed into several systems by hand, so errors creep in.
Risk capture in the field
Hazards get noted on paper or not at all, so risks are logged late.
Incident reporting
Incidents get written on paper and reported late, so detail is lost.
Contractor management
Certificates are tracked by hand, so expired ones slip through and reach site.
Supplier and delivery management
Orders and deliveries are tracked across email and spreadsheets, so things slip.
Field worker app
Staff lose signal on site, so field data is captured late or lost.
Fix SharePoint and Teams sprawl
Files are spread across too many sites and channels, so staff cannot find them.
CRM data quality and adoption
The CRM is full of stale records, so staff stop trusting it and stop using it.
What good looks like
City Council
Nintex + SharePoint
The property acquisition process was slow and complex, with delays and inaccuracies at each hand-off.
We mapped the process end to end, then automated it with Promapp, Nintex and SharePoint Online.
Outcomes
- Acquisitions move faster
- Fewer errors
- Progress visible in real time
Electricity Transmission Operator
SharePoint + Power Automate
The client was moving its Objective records system to the cloud, but files kept falling out of sync with SharePoint, which put compliance at risk.
We built a Power Automate integration that keeps files up to date between Objective and SharePoint Online, in line with their cybersecurity rules.
Outcomes
- Less manual document handling
- Files kept current in SharePoint
- Stronger data protection and compliance
Chemical Manufacturer
Microsoft 365
Microsoft Teams and SharePoint Online had been enabled but the team was not using them, and there was no governance around either.
We reviewed the setup, designed a best practice approach and set a phased roadmap for adoption.
Outcomes
- 500+ orphan documents found
- Idle Teams cleaned up
- A clear path to adoption
Insurance Provider
SharePoint + Power Platform
An unsupported SharePoint 2010 setup was a security risk and held back HR and Payroll.
We moved this insurance provider to SharePoint Online and rebuilt the key forms and approvals in Power Platform.
Outcomes
- Payback in six months, not two years
- Sensitive HR data better protected
- One setup for staff worldwide
Ports Operator: AI Scheduling Agent
Microsoft Copilot
Staff extracted shipment scheduling data from email attachments and websites manually, so reporting ran late and sources never quite lined up.
We built an AI agent that reads the attachments and websites itself, files the data and flags changes to stakeholders.
Outcomes
- Schedules gathered automatically
- One source of truth
- Changes flagged as they happen
Outside School Hours Care Provider: Voice AI Agent
Copilot Studio
Directors spent much of each day answering policy calls from centre managers, covering everything from incident reporting to child safety rules. Answers varied between people, and many frontline staff speak English as a second language.
We built a voice-enabled AI agent, grounded only in the client’s policies, that answers first so Directors do not have to.
Outcomes
- Directors freed from routine calls
- Consistent answers every time
- Inclusive for bilingual staff
Early Learning Peak Body
Power Pages
A new funding model required two-way data exchanges between every kindergarten, the governing body and Queensland Treasury, and there was no portal to handle it.
We built a portal in Power Pages as the one-stop shop for submissions, documents and live funding data.
Outcomes
- One portal for 38 kindergartens
- Funding visible in real time
- Secure, accurate exchanges
Regional Council
Power Platform
Power Platform and Microsoft 365 had grown across seven environments with little governance.
We reviewed the whole setup and supported the changes to tighten security and control.
Outcomes
- Governance across 7 environments
- 1,400 monthly runs under control
- 200+ app launches a month
State Education Department
Identity + Automation
Assigning Microsoft licences at this state education department was a slow, manual job that struggled to keep up with growing staff numbers.
We automated licence assignment from HR data using Azure AD groups and PowerShell, starting with a proof of concept.
Outcomes
- Licences assigned automatically
- Lower admin overhead and cost
- Auditable, compliant process
Outside School Hours Care Provider
Power Automate
A government wage rise meant issuing more than 2,500 staff contracts at once, and the manual process was too slow.
We automated the run with Power Automate, a Power App form and DocuSign.
Outcomes
- 2,500+ contracts issued
- Signed copies filed to SharePoint
- Fewer manual steps and errors
Common questions about operations and field work
What do you mean by operations and field work?
The day to day work that happens on site and in the back office: forms, checks, approvals and captures. A lot of time is lost to manual steps, paper forms and data that never makes it back to the office.
What kind of operational problems do you fix?
The everyday ones that slow teams down, like onboarding, approvals, timesheets, incident and risk capture, contractor and supplier tracking, and field work that needs to be captured on site.
Do your field apps work without signal?
Yes. We build apps that store data on the device and sync on their own when a connection returns, so staff can capture work in remote areas with no signal.
What do you build these on?
We build on the Microsoft Power Platform, so the apps and automations live in your own environment, with the controls and audit trails you expect, and connect to the systems you already use.
Do staff need new devices?
Usually not. The apps we build run on the phones and tablets people already carry, which matters because a tool nobody has on them does not get used.
How much training do field staff need?
Very little, if the app is built right. If a field app needs a training day, it has been designed for the office rather than the site.
What is the first thing worth fixing?
Whatever is still on paper. Paper forms are where information goes missing, and replacing one is usually a small, quick job with a visible result.
What happens if the app goes down?
Work has to continue, so we design for it. That normally means the app holds data on the device and a supervisor can record on someone behalf, rather than the crew stopping.
Ready when you are
Have a different problem in mind?
Bring the business problem you want to solve. We will map the work and show you where AI and automation pay back first.
What to expect
- A consultant replies within 4 business hours
- Session booked to understand your requirements
- We will provide you with a fixed price quote