Taysera Automation Audit
Find what your business should automate.
We analyze repetitive processes, identify where time and money are being lost, and determine which opportunities are worth automating. The output is a ranked set of workflows, each with a Microsoft architecture that fits the environment you have.
How the audit moves
- 01Discover
- 02Map
- 03Prioritize
- 04Architect
- 05Build
- 06Measure
- 07Optimize
- 01 Discover. Listen to the people who run the process and see the tools they actually open.
- 02 Map. Write the path as it is: triggers, handoffs, delays, and the systems touched.
- 03 Prioritize. Rank by effort saved, frequency, and how safely the work can leave the inbox.
- 04 Architect. Choose the smallest Microsoft design that will hold up in the tenant.
- 05 Build. Implement the first workflows. The audit does not stop at a slide.
- 06 Measure. Compare cycle time, exceptions, and adoption with the manual path.
- 07 Optimize. Tighten what shipped and select the next process from the same list.
What you receive for each process
You receive an Automation Opportunity Map. Enough to decide what to build first, and what to leave alone.
| Process | Current effort | Bottleneck | Potential | Architecture | Complexity | Expected impact | Priority |
|---|---|---|---|---|---|---|---|
| Purchase approvals | Email and a spreadsheet | Chasing the approver | High | Power Apps, Dataverse, Power Automate, Teams | Medium | Fewer handoffs, a current record | First |
| Weekly reporting | Manual assembly before the meeting | Data in separate files | High | SQL or Dataverse, Power BI | Medium | One view management can trust | Next |
| Internal requests | Shared inbox | No owner or status | High | Power Apps, Dataverse, Power Automate | Low | A queue people can follow | Next |
| Document intake | PDFs retyped into another system | Manual extraction | Medium | SharePoint, Power Automate, Azure AI if required | High | Fields and an exception path | Later |
| Excel tracking | One file, one editor | No permissions or history | High | Power Apps, Dataverse or SQL | Medium | A controlled operational record | First |
| Customer onboarding | Checklist in email | Handoffs between teams | Medium | Power Apps, Power Automate, Dataverse | Medium | A visible sequence of steps | Later |
Sample map. The process names are generic. Nothing here is a client result.
Who it is for
Mid-market teams already on Microsoft 365, where the operation still depends on Excel, email, Teams, SharePoint, PDFs, and a database that does not talk to any of them.
- 01 Operations and internal services
- 02 Engineering, quality, and manufacturing support
- 03 Supply chain and procurement
- 04 Finance operations
- 05 Project management offices
The first conversation