Technology Platforms and Expertise
Microsoft 365 and Power Platform
Workflow automation, business intelligence, collaboration, and AI enabled solutions across the Microsoft ecosystem.
Challenges this addresses
Your organization may already license useful Microsoft tools, yet work still moves through email, spreadsheets, manual approvals, and disconnected reporting.
- Manual approvals and repetitive handoffs
- Reports assembled from multiple spreadsheets
- SharePoint or Teams environments that are difficult to navigate
- Uncertainty about where Copilot or Power Platform fits
Our approach
- Map the current process and the Microsoft tools already available
- Prioritize improvements by usefulness, complexity, governance, and support needs
- Design and test a focused workflow, report, or collaborative solution
- Document ownership, permissions, maintenance, and adoption needs
Common deliverables
- Microsoft environment and workflow assessment
- Prioritized improvement roadmap
- Configured workflow, dashboard, or collaborative solution
- Permissions and governance recommendations
- User and administrator guidance
Possible business value
- Better use of tools the organization may already have
- Less manual coordination and duplicate entry
- Clearer reporting and shared information
- Solutions with defined ownership and support expectations
What this can include
- Microsoft 365 assessments
- Power Automate workflows
- Power BI reporting
- SharePoint information architecture
- Teams enabled collaboration
- Copilot readiness
- Permissions planning
- Integration with business systems
- Training and documentation
Oak Street Group leadership
- Process and requirements discovery
- Solution architecture
- Platform and governance planning
- Delivery oversight
Trusted specialists and partners added when needed
- Power Platform configuration and development
- Power BI and data modeling
- SharePoint architecture
- Microsoft administration
- Training and adoption
Specialists and partners come from a trusted professional network and are selected for the scope. Roles, rates, and approvals are documented before their work begins.
Who it is for
- Organizations already using Microsoft 365
- Teams with spreadsheet, email, or approval-heavy processes
- Leaders evaluating Power Platform, Power BI, or Copilot
Typical engagement shape
A focused assessment can identify one or more practical opportunities. Work then proceeds in reviewable phases, from a pilot or initial workflow through broader rollout and enablement as appropriate.
Related services
Make better use of your Microsoft environment
Tell us where work is getting stuck or where information is difficult to find. We can help identify a focused, maintainable improvement.