Business Process Automation Solutions | BPA Services | DynaTech Systems

Optimize your
organization
with Microsoft
Power Automate

Table of
contents
01
Why automate?
04
Hyperautomation with
Power Platform
06
Drive digital
transformation with
process automation
08
Data and services
10
Steps to
automation
14
Optimizing your
organization for
the future

White paper Why automate? 1
Why automate?
With the rapid advancement of the current tech
landscape, organizations are finding immense value in
business process automation using innovative tools like
artificial intelligence (AI). In fact, the average number of
AI capabilities that organizations use, such as natural-
language generation and process automation, has
doubled from 1.9 in 2018 to 3.8 in 2022.1
It’s estimated that up to 37%
of organizations still use paper
to manage critical business
processes2
, therefore requiring
significant time and attention that
could be directed towards more
valuable, impactful activities.
The increasing prevalence of automation and AI in the
tech sector is quickly becoming a game-changer for
organizations when it comes to time-consuming tasks.
Automation can improve the accuracy of business
processes while enabling employees to excel in other
areas. IT departments are trying to streamline and
consolidate their vendors while still ensuring key
business processes remain automated, secure,
and compliant.
Automation alleviates some of the most common
business challenges organizations currently face,
including the new burdens caused by increased remote
work in the business world. With employees scattered
across the world, disparate systems and tools need to
be streamlined and easily accessible more than ever.
And numerous disjointed systems and applications
that must be run manually mean an employee’s typical
workday can quickly become overtaken by completing
menial tasks. Additionally, a remote workforce means
there’s a greater need for company-wide information
sharing and less standardization of business processes.
Fortunately, automation allows IT to remain in control of
these processes while also encouraging innovation and
employee productivity.
Leveraging automation also serves a valuable purpose
when it comes to increasing customer demands. When
customers have high expectations and there’s an
increased urgency to produce quality results for them,
automation tools and low-code solutions can save the
day by improving efficiency and alleviating the challenge
of time constraints.

The automation
journey
Consolidating all automation into a singular platform
is something many organizations are looking for as
they begin automating more broadly across their
business operations. As the automation journey
progresses from simple automation tools to all-
inclusive hyperautomation, a central platform becomes
a necessity. Hyperautomation requires the collaborative
use of multiple technologies, tools, and platforms,
including low-code platforms and process mining tools.
Why automate
with Microsoft?
Microsoft Power Platform is Microsoft’s automation
solution that embraces the ever-evolving tech
landscape and enables IT to supercharge their
automations in a scalable, centralized platform—all
while remaining secure with Microsoft’s enterprise-
grade security. Power Platform functions with the future
in mind and keeps pace with the new innovations that
continue to develop. Instead of switching between
multiple systems and tools, Microsoft provides
organizations with the ability to access all automation
tools in one place and simplify their processes with
low-code solutions. With low-code development,
even those with minimal coding knowledge can build
solutions through drag-and-drop functionality and
visual guidance. The unified admin center in Power
Platform helps streamline the tools and components
needed to begin your journey to automation and
provides an efficient interface for administrators to
manage and govern their Power Platform environments
and low-code assets.
Power Platform
is made up of
multiple components
Microsoft Power Automate
Focuses on workflow automation and
provides a visual interface for building
and managing workflows
Microsoft Power Virtual Agents
Provides a user-friendly interface to create
and deploy chatbots that can interact
with users through various channels
Microsoft Power BI
Specifically designed for data analysis,
visualization, and reporting, and allows
you to connect to multiple data sources,
create interactive reports and dashboards,
and share insights with others
Microsoft Power Apps
Empowers you to design, build, and
deploy applications tailored to your
specific business needs with low-code/
no-code development
Microsoft Power Pages
Allows you to rapidly build and launch
secure, customized, low-code business
websites, unifying your data and
connecting customers to vital information
and services

Managed Environments, a feature set within the Power
Platform admin center, allows IT admins to govern
their Power Platform environments proactively and
at scale with a collection of tools that provide more
control and more visibility, all with less effort. You can
create new or upgrade existing environments with
Managed Environments to enforce app sharing and
gain visibility in what third-party connectors are used in
your automated solutions. Managed Environments also
helps with automated application lifecycle management
(ALM) that easily helps solution developers follow
DevOps best practices.
You can also migrate flows and resources across different
environments. Once your flows are ready to move
beyond the development phase, you can smoothly
transition them to other phases like production and
testing. Maintaining this isolation and stability across the
different stages of your automation processes makes it
easier to prioritize the safe and efficient development,
testing, and deployment of your workflows.
The Microsoft Automation Kit for Power Platform is a set
of tools to help you use Power Automate for automation
projects. The kit is ideal for anyone who wants extra
guidance when it comes to managing, governing, and
scaling automation platform adoption. It includes a
collection of best practices and was built based on
feedback from customers using Power Automate to
implement hyperautomation into their organization.
We are continually upgrading equipment,
processes, and apps. Because Microsoft Power
Platform solutions are so easy to build, it’s
also easier to justify replacing these solutions
more frequently to meet changing needs.”
Jared Simmons | System Analyst
Coca-Cola Bottling Company United

White paper Hyperautomation with Power Platform 4
Hyperautomation
with Power Platform
User
experience
Process
automation
Data &
services
Hyperautomation can optimize organizations and help
with user experience, process automation, and data and
services, all of which are conveniently accessible in
Power Platform.
The user experience is one of the most important
aspects of an organization that can be improved and
enhanced with several automation tools, like low-
code applications. These tools allow you to build and
deploy applications with minimal coding knowledge
by providing a visual interface and drag-and-drop
functionality, so you can automate your tasks and
workflows while increasing efficiency and productivity.
Secured web portals with authentication and
authorization features also create a secure platform for
you to access and interact with data, applications, and
workflows. You can then securely submit forms, access
personalized information, and participate in automated
processes, ensuring data privacy and protection.

White paper Hyperautomation with Power Platform 5
Power Platform also offers several integration opportunities
to help you improve user experience for your organization,
including integration with:
Power BI, Microsoft’s business intelligence platform, which enables the
automation of data flows and allows you to create self-service analytics
solutions. This integration enhances the user experience by enabling users to
easily extract, transform, and load data into Power BI, visualize insights, and
automate report generation. Users can make data-driven decisions, access
real-time analytics, and gain actionable insights.
Various communication tools like Microsoft Teams and Outlook, which
support the automation of communication processes like sending
notifications, scheduling meetings, and managing emails. You can easily
stay connected, collaborate seamlessly, and streamline your communication
workflows to boost efficiency and productivity.
A variety of collaboration tools available in Power Platform. Integration
with these tools, like SharePoint and OneDrive, enables you to automate
document management, version control, and collaboration workflows. This
integration provides seamless collaboration, document sharing, and real-
time updates. Users can work together more efficiently, track changes, and
automate repetitive tasks, which helps to boost team collaboration.
Azure data and AI services to create more intelligent Power Platform
solutions with your existing Azure services. For example, you can connect
Azure data storage like SQL data warehouse and data factories, cognitive
services for natural language and translation, or even for security and
development like Microsoft Entra and Azure DevOps.
A wide range of core business applications, like Enterprise Resource
Planning (ERP) and Customer Relationship Management (CRM) systems, and
Microsoft 365. By automating workflows between these applications, you
can streamline data exchange, automate business processes, and eliminate
manual tasks. This creates a connective environment that makes it easier to
access and manage critical business information efficiently.

White paper Drive digital transformation with
process automation
6
Drive digital
transformation with
process automation
When it comes to process automation, Power Automate provides a range of tools and techniques to
automate, optimize, and analyze processes within your organization to drive digital transformation.
Power Automate offers process and task mining tools to take the guesswork out of what you should
automate within your organization and leverages robotic process automation (RPA), digital process
automation (DPA), and artificial intelligence (AI) to enable you to create automation solutions.

White paper Drive digital transformation with
process automation
7
Process and
task mining
Process and task mining can be thought of as the
prework to automating processes. Prior to creating
automation solutions, it’s essential to spend time figuring
out exactly which processes and tasks could benefit your
organization by being automated. Process mining allows
you to gain insights into your organization’s processes
by analyzing event logs and data and visualizing process
flows, identifying bottlenecks, measuring cycle times,
and detecting inefficiencies, allowing you to identify the
most valuable opportunities for automation.
Task mining is like process mining, but instead focuses
on understanding user interactions with applications and
systems to understand how various tasks are performed.
This highlights areas that would benefit from automation
to boost efficiency.
RPA
RPA is UI automation and automates the UI of a desktop
as a software robot. By automating repetitive, rule-based
tasks, these bots can interact with applications and
systems just like a human user and are able to perform
tasks like data entry, form filling, and data extraction.
T-Mobile leveraged the RPA capability in Power
Automate to integrate systems during their merge with
Sprint and was able to launch their RPA solution in just
weeks. This allowed them to receive 11x more requests
in real-time and reduced human data entry errors from
seven percent to zero, showcasing how RPA can enable
organizations to streamline processes, reduce human
error, and free up human resources for more
valuable work.
DPA
DPA enables the design, automation, and optimization
of end-to-end workflows and processes with APIs. DPA
is unique and distinct from RPA because it can automate
apps, services, and data with API. And with DPA, you
can incorporate complex business rules, approvals,
decision-making, and collaboration into your workflows.
The result? Dynamic and adaptable processes that span
across multiple systems and users, resulting in more
efficient and streamlined operations.
AI
Power Automate also uses AI to enhance automation
workflows and allows you to incorporate machine
learning, natural language processing (NLP), computer
vision, and other cognitive services into your
automation solutions. This allows you to automate
decision-making processes, analyze data, extract
insights, and interact intelligently with users. Copilot in
Power Automate is a feature powered by AI with GPT
that helps you create workflow automations through
quick and easy natural language expressions. By
describing what you need, Copilot can help you create
a flow for any business process.
BPM
In addition to the tools that aid in preparing and
creating automation solutions, Power Automate also
offers business process management (BPM) capabilities
to support process automation by providing a visual
designer and workflow engine to model, automate, and
monitor business processes.

White paper Data and services 8
Data and services
Use productivity
suite and core
business data to build
powerful solutions
Integration with Microsoft’s productivity suite,
including Microsoft 365, allows you to work with data
from applications like Excel, SharePoint, Outlook,
and Teams. You can then incorporate this data into
your Power Platform solutions, enabling seamless
collaboration and data management.
You can also connect and interact with core business
data from various sources, like enterprise resource
planning (ERP) systems, customer relationship
management (CRM) systems, and other line-of-
business applications. The connectors and integration
capabilities in Power Platform allow you to connect
and interact with core business data from systems
like Dynamics 365, Salesforce, SAP, and Oracle. Using
this data, you can create unified views of your core
business data and build powerful solutions around it.
Create scalable and
secure solutions with
cloud services
Power Platform leverages cloud services and storage
to provide scalable and secure solutions. It utilizes
Microsoft Azure services, such as Azure SQL Database,
Azure Blob Storage, and Azure Cognitive Services, to
store data, perform advanced analytics, enable machine
learning capabilities, and enhance the functionality of
Power Platform solutions. By leveraging cloud services,
Power Platform ensures high availability, scalability, and
data security for your applications and workflows.

White paper Data and services 9
Automate processes
involving on-premises
databases, file shares,
and applications
Power Platform offers connectors and gateways that
enable you to connect to and work with data residing
in on-premises systems. The on-premises data
gateway facilitates secure communication between
Power Platform and your on-premises data sources,
such as databases, file shares, and applications. This
capability allows you to integrate and automate
processes involving legacy on-premises systems
within your Power Platform solutions.
Access a standardized
and scalable data
model with Dataverse
Microsoft Dataverse is a modern and secure data storage
and management platform within Power Platform
that provides a standardized and scalable data model,
enabling you to create and manage business entities,
relationships, and business logic. It allows you to build
custom applications, automate workflows, and generate
insights using a unified data schema. Dataverse ensures
data consistency, data governance, and seamless
integration with other Power Platform components.

White paper Steps to automation 10
Steps to automation
Powered by low-code and AI, Power Automate empowers you to do more with less by
streamlining repetitive tasks and business processes, leading to increased efficiency and
reduced costs for your organization. There are four stages to the automation journey—
Discover, Automate, Orchestrate, and Extend.
Discover
Power Automate Process Mining allows you to use process and task mining to
identify inefficiencies and areas for improvement in your organization’s workflows,
as well as discover possibilities for automation for individual workflows. Visualizing
process flows and analyzing key performance indicators (KPIs) can further help with
making informed decisions about which processes to automate and prioritize for
maximum impact.
Power Automate provides several tools for the process and task mining stage.
Out-of-the-box templates are available for rapid deployment from data ingestion
to pre-defined custom reports. Features like rework detector, root cause analysis,
process compare, and custom metrics help you discover valuable insights about
your business processes. The analytics dashboard can also help provide application
insights with end-to-end visualization and graphics.
Automate
After deciding on which processes to automate, you can begin creating automated
workflows using advanced technologies like RPA, DPA, and AI. RPA enables
automation by creating software robots that mimic human actions, and DPA enables
automation with APIs. AI capabilities enable you to leverage machine learning, NLP,
and cognitive services to automate decision-making, data analysis, and intelligent
interactions. The three basic steps for automation are:
1. Create a flow
2. Test your flow and debug
3. Share your flow

Cloud flows are powered by DPA and are used to automate modern apps, services,
and data with APIs in the cloud. Power Automate has prebuilt, searchable templates,
so you can jump in and get started quickly instead of starting from scratch. You can
use API connectors, triggers, logic, AI with generative pre-trained transformer (GPT),
and Copilot to create your own cloud flow. There are both prebuilt and custom API
connectors to choose from, allowing you to choose between over 1,000 prebuilt
connectors or develop your own specifically for your personalized scenarios.
It’s estimated that 30 percent of work activities involving the use of technology
will be conversationally enabled by 20263
, and Microsoft can help you get a head
start with Power Virtual Agents. Cloud flows that use conversational AI through
Power Virtual Agents offer your customers a more natural and streamlined way to
interact with your automation and feature-rich natural language understanding
(NLU) and intent understanding. These capabilities help create automations that use
generative-AI-based building and responses, as well as AI-infused suggestions and
improvements, to create engaging and relevant experiences for your customers.
Desktop flows are powered by RPA and are used to automate legacy systems on a
desktop or virtual machine. Power Automate features ready-to-customize desktop
flows and has hundreds of drag-and-drop UI actions to choose from. You can also
develop your own UI actions for homegrown or legacy apps with the actions SDK.
Copilot in Power Automate allows you to create automations with natural language
expressions by describing what you need through multiple steps of conversation.
Copilot understands your intent based on a scenario prompt you provide and can
create a flow based on that prompt. It can also set up connections on your behalf
and apply the necessary parameters in the flow based on your prompt. If you need
to make changes to your flow like update or replace actions, Copilot can respond to
your requests to do so. You can also ask Copilot questions about your flow to learn
more about it.
Orchestrate
This stage of the automation process is when it’s time to ensure everything runs
smoothly by securely scaling across your organization with governance, data loss
protection, and hosted infrastructure. To do this, it’s advised to create a Center of
Excellence (CoE), implement data loss prevention (DLP), and deploy and monitor
with full visibility. One major benefit of Microsoft’s solutions when it comes to
governance and security is having one unified admin center that provides the most
comprehensive features out-of-the-box, including tenant isolation, data policies,
control actions, and configure endpoints. You also have access to the CoE starter kit
to improve the efficiency of IT admins and drive innovation and improvement.
Power Automate hosted RPA is comprised of Microsoft-hosted virtual machines

powered by Azure that allow you to deploy and scale automation. This helps simplify
setup and orchestration and allows you to manage workload peaks with machines that
automatically scale, optimizing efficiency. Dynamic load balancing also encourages
the optimization of resources between processes, teams, and organizations.
Power Automate’s scalable hosted infrastructure enables you to deploy and manage
automation solutions within minutes for development, testing, and automation, all
while adhering to security and compliance requirements. These features also improve
business continuity by seamlessly scaling production workloads according to current
demand. Work queues can be used to help prioritize work items effectively across the
organization, providing full digital workforce management.
Knowing that our apps are being built within a platform
recognized as having the highest security protocols is the
biggest advantage our Microsoft partnership brings us.”
Stuart Hughes | CIO
Rolls-Royce
Extend
Power Automate seamlessly integrates with other components of the Microsoft Power
Platform, including Power Apps, Power Pages, Power BI, and Power Virtual Agents.
This integration allows you to extend automation to different areas and channels. For
example, you can build intelligent chatbots that automate customer interactions with
Power Virtual Agents or create custom websites and applications that incorporate
automation workflows. By infusing automation into the Power Platform, you can
enhance user experiences, increase productivity, and provide end-to-end solutions
that integrate data, processes, and user interactions.

Custom apps
After building custom web and mobile apps in Power Apps, they can be extended
with custom logic, data integration, and automation by using Power Automate.
Custom connectors
Custom connectors can also extend the functionality of Power Platform. If you
need to connect to a custom or specialized system, you can create your own
custom connector, which allows you to integrate with external APIs, databases,
legacy systems, or cloud services that are not natively supported. This capability
bridges the gap between Power Platform and your specific technology landscape.
Custom components
Creating custom components extends the capabilities of Power Apps. These
components are reusable elements that encapsulate functionality and visual
elements. You can create custom components using code or the Power Apps
Component Framework (PCF), which can then be shared across different apps
and solutions.

White paper Optimizing your organization for the future 14
Optimizing your
organization
for the future
The all-encompassing features provided by Microsoft’s Power Platform speak for themselves—
everything your organization needs to begin leveraging the power of automation to optimize
your business is right here, conveniently protected by enterprise-grade security and governance.
Power Platform enables you to begin transforming your organization with the future in mind by
using evolving technologies like Copilot. Microsoft’s solutions propel you to become forward-
thinking in your approach to your current business processes and work with the immense
growth of current technology to take your organization to the next level.
1
The state of AI in 2022—and a half decade in review, December 6, 2022
2
Gippsland Business Connect
3
Source: Gartner - Forecast Analysis: Hyperautomation Enablement Software, Worldwide, 2022

Business Process Automation Solutions | BPA Services | DynaTech Systems

More Related Content

Similar to Business Process Automation Solutions | BPA Services | DynaTech Systems (20)

Recently uploaded (20)

Business Process Automation Solutions | BPA Services | DynaTech Systems