Optimatiza
Assess my process

CONSULTING AND IMPLEMENTATION

Your Microsoft 365.
Better-connected operations.

We design applications, automations, reports, and agents with Microsoft Power Platform. We start with your process and the tools your business already uses.

WHAT OUR WORK INCLUDES

From a fragmented process
to a maintainable solution.

We agree on the scope for your organization. These are the decisions we review before moving to production.

01

Process assessment

Inputs, owners, manual steps, exceptions, and integrations. We select an initial improvement you can verify.

02

Architecture and licensing

We review connectors, capacity, data sources, and required licenses with your IT department. Microsoft 365 does not include every capability.

03

Development and validation

Applications and workflows with clear rules, error handling, and testing. Your team participates in accepting the solution.

04

Governance and continuity

Permissions, owners, documentation, and knowledge transfer. We agree on support and follow-up in the proposal.

SCOPE EXAMPLE

One request.
A complete workflow.

Conceptual example: a purchase request your team can track from start to finish.

  1. Power AppsA person records the request.
  2. Power AutomateThe approval reaches the responsible person.
  3. Dataverse / SharePointInformation is organized according to the agreed design.
  4. Power BIThe team checks outstanding items and metrics.

The final architecture depends on your data, access, volume, and licensing.

05 / FROM IDEA TO OPERATION

A clear process.
From the first conversation.

Before development, we agree on the scope, owners, and how to verify the results. You know what comes next at every stage.

01

Understand

We review your process, systems, and manual work.

A specific starting point.
02

Design

We define the solution, access, licensing, and acceptance criteria.

A written proposal.
03

Build and test

We validate the workflow with your team, including errors and exceptions.

A solution you can review.
04

Deliver and support

We document the solution, train your team, and provide initial support.

Operations with clear ownership.
Explore our approach and deliverables ↗

Automation moves forward.
You stay in control.

Minimum permissions, human approvals, and documentation. We define how your data is accessed and who handles each exception.

Security and governance ↗

BEFORE WE BEGIN

What you should know.

Do we need additional licenses?

That depends on the solution's capabilities, connectors, and usage. We review your current licenses and requirements before presenting a proposal. Licensing costs are separate from implementation services.

Can you improve an existing application or workflow?

Yes. We review its behavior, errors, permissions, and documentation to propose fixes and improvements with a defined scope.

Can it connect to our ERP or other systems?

We assess connectors, APIs, and available access. When direct integration is unavailable, we review options such as RPA and their operational requirements.

Where does the solution reside?

We agree on implementation in your organization's environment, ownership, and documentation delivery. Your IT department participates in defining access and governance.

LET'S START WITH ONE PROCESS

Which task would you stop
doing manually this week?

Tell us where your operations get stuck. In a free 30-minute assessment, we identify the next step with you.

Assess my process I'd rather talk on WhatsApp ↗

You'll speak with Humberto Henríquez, our founder.
No obligation. A clear next step.