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What we do

Workflow Automation

Removing manual handoffs from a process that already exists, on the platforms you already license.

Workflow Automation at a glance

// PRACTICE 01

Workflow Automation

Active Practice
What it is
Removing manual handoffs from a process that already exists, on the platforms you already license.
Platforms
Dynamics 365, Power Platform, Salesforce, and the integration layer between them and your systems of record.
You get
A current-state process map with the manual steps costed, then the automation, then the runbook for operating it without us.
Typical first step
A two-week mapping engagement, priced before it starts, delivered whether or not you proceed.
Dedicated engineering squadExplore Workflow Automation

The boundary, stated up front.

Licence resale. We do not take margin on your platform spend, which means our recommendation on what to buy is not for sale.

The environments this practice is built for.

What each environment does to a system that was not designed for it.

Banking & Financial ServicesMoney moves with a reviewable record behind it, or it does not move. Audit is a feature, not paperwork.Insurance & RiskRules differ by policy, region and date. The logic has to still be readable a year from now.
Logistics & ManufacturingStock, routing and demand disagree until one data model settles them.

Reference designs, not case studies.

How we would approach three problems that come up often. No client’s numbers appear here, because none of these is a client’s system.

Dynamics 365 · Salesforce · your databases

Two-way sync between a CRM, an ERP and your databases

A record changed in one system arrives once, in order, in the others. When a delivery fails it is parked for someone to review, not dropped.

Four stagesStage 01 of 04 Processing
ACTIVE
Node 01

Change capture

Webhooks and change-data capture
HTTPS / TLS 1.3

Picks up changes from Dynamics 365 and Salesforce platform events as they happen.

Node 02

Buffer and schema check

Durable message queue
TLS, authenticated

Removes duplicates, rejects payloads that break the agreed schema, and holds changes until they are applied.

Node 03

Transformation

Stateless workers
Internal service calls

Maps each system’s objects onto one shared model, so a customer means the same thing everywhere.

Node 04

Delivery

REST and OData adapters
HTTPS

Writes the change to the target system or database, retrying with backoff.

When something fails
After repeated timeouts a change moves to a dead-letter queue for review instead of retrying forever.
Every payload carries a checksum, so a corrupted message is rejected rather than applied.
Schema changes stay backward-compatible, so one system can upgrade before the other.

Specific work in this practice.

  • Custom API integrations

    Custom API integration services that connect your CRM, ERP, accounting and scheduling systems so data moves once and correctly. Fixed scope, code you own.

  • QuickBooks integrations

    We connect QuickBooks Online to your CRM, online store and operations systems, designed around Intuit's current API metering. Integration code you own.

  • HubSpot integrations

    HubSpot API integration that connects HubSpot to your ERP, accounting, phone and product systems, within HubSpot's published rate limits. Code you own.

  • Salesforce integrations

    For companies whose orders, invoices and calls live outside Salesforce: ERP, accounting, phone and AI agent integrations, within your API allowance.

  • Power Automate and Power Platform

    Microsoft Power Automate consulting and Power Platform builds: flows, Power Apps, Power BI and Copilot Studio agents, set up to be governed and maintained.

  • NetSuite integrations

    Connect NetSuite to Shopify, Salesforce, HubSpot and your 3PL on SuiteTalk REST, and move SOAP integrations before Oracle removes SOAP in 2028.

  • Shopify integrations

    Shopify integration with NetSuite, QuickBooks, Xero, your CRM and your 3PL, built on Shopify's GraphQL Admin API, with payouts reconciled every day.

  • Excel automation

    Automate the spreadsheet reports and data entry your team repeats every week, or replace the workbook that became a database. Excel automation services.

  • Power BI dashboards

    Power BI dashboards on one shared data model, with scheduled refresh, row-level security and licenses planned so you pay only for the seats you need.

  • Xero integrations

    Connect Xero to your CRM, online store, payroll or ERP within Xero's API limits and its March 2026 developer pricing, with syncs you can reconcile.

What your security review will ask about here.

ISO/IEC 27001:2022Certified. ISMS operated to Annex A controls, Statement of Applicability on request.
Body
UKS Egypt · EGAC, CAB 012415
Cert no.
UKS-ISMS-25-051
Valid
4 Sept 2026 to 3 Sept 2029
Read the certificateVerify with UKS Egypt
SOC 2 · TSCControls mapped to Security, Availability, Confidentiality
ISO 9001:2015Quality management system operated
Read the control register

The first three gates, and what each one leaves you with.

01DiscoveryA written problem statement, in your words, that you own.
02Process mappingCurrent-state map with the manual steps costed in hours and money.
03System designArchitecture decision record, integration inventory, and a fixed scope with a price.
Start a Workflow Automation projectAll seven gates