Your business introduces new services, changes pricing, and finds new ways to serve customers. Your systems need to support those changes. We build applications, portals, integrations, and automated workflows around your business. Using Azure, Dynamics 365, and Power Automate, we connect the customer experience with the work your team needs to do behind it.
Explore the process you want to improve. Each use case is a starting point for a solution tailored to your business, systems, and requirements.
Showing all 29 use cases
Tell us what you need to achieve. We can help you explore a suitable approach.
Discuss Your RequirementsConnect the steps between a customer choosing your service and your team recording the payment.
Connect your payment provider with your website, customer records, and business processes. Capture payment status, trigger confirmations, and give your team visibility into transactions that need attention.
Discuss Online PaymentsConnect subscription plans, renewal dates, billing status, and customer communications. Automate reminders and follow-up, with clear handling for failed payments, cancellations, and changes to a subscription.
Discuss Subscription AutomationReduce repeated entry between sales and finance. Connect the steps from an accepted offer to an order, invoice, and payment, with clear ownership of exceptions.
Discuss Your Sales-to-Payment ProcessGive customers a convenient way to access services, share information, and complete tasks.
Let customers submit requests, view service status, update information, and access documents through a portal connected to your business systems.
Discuss a Customer PortalGive customers a secure place to manage their details, submit requests, track service progress, and access documents or invoices. Connect the portal to Dynamics 365 and your business workflows, with access tailored to each customer.
Discuss a Customer PortalGive vendors a secure place to complete onboarding, maintain company details, submit documents and invoices, and view purchase orders or request status. Connect submissions to internal reviews and approvals, with access limited to each vendor’s records.
Discuss a Vendor PortalBring appointment requests, availability, confirmations, and follow-up into a connected process. Give your team the information needed to prepare, deliver the service, and record what happened.
Discuss Booking & Service WorkflowsCreate a digital flow for purchasing, issuing, and validating tickets or passes. Connect customer details, payments, validity periods, and mobile access around the experience you want to offer.
Discuss Digital TicketingSupport user registration, invitations, account updates, and role-based access. Define who can see information and complete actions across your applications and customer portals.
Discuss User & Access ManagementConnect member registration, tiers, benefits, eligibility, renewal dates, and expiry. Keep membership status visible and connect it with access, payments, and customer communications.
Discuss Membership ManagementGive employees, customers, and vendors mobile access to the processes they take part in.
Let employees check stock, capture orders, record deliveries, and submit approvals while away from their desks.
Discuss Mobile Access to Business CentralLet customers book services, manage subscriptions, access tickets or membership passes, and receive relevant notifications.
Discuss a Customer Mobile AppLet vendors acknowledge orders, update delivery progress, submit documents, and respond to requests while on the move.
Discuss a Vendor Mobile AppReduce repetitive handoffs and make it easier to see what needs to happen next.
Collect information and documents, assign internal tasks, and track progress from registration to activation. Help customers understand what comes next and give your team visibility into incomplete steps.
Discuss Customer OnboardingRoute quotes for approval based on value, discounts, or agreed business rules. Send reminders, escalate overdue decisions, and record approval history against the quote.
Discuss Quote Approvals & EscalationsBring website enquiries, customer requests, and service issues into a managed process. Assign responsibility, track progress, and automate routine updates so requests are easier to follow through.
Discuss Request ManagementOrganise documents with classification, versioning, access permissions, and review workflows. Connect files to customer records and business processes so your team can find and manage the right information.
Discuss Document ManagementConnect a qualified electronic signature provider to your document workflows. Send documents for signing, track completion, and store signed versions with the relevant customer or transaction.
Discuss Qualified Electronic SigningAssign tasks to different teams, define owners and due dates, and coordinate dependencies. Add approvals, reminders, and escalation rules so delayed or blocked work reaches the right people.
Discuss Advanced Task ManagementCoordinate customer journeys, automated communications, and campaign activity around the information your business already holds.
Trigger customer journeys from enquiries, purchases, renewals, and other business events. Connect audience information and follow-up activities so marketing reflects each customer’s situation.
Discuss Marketing AutomationSend confirmations, reminders, status updates, and follow-up emails from business processes. Connect templates, triggers, delivery status, and relevant communication preferences.
Discuss Email AutomationCoordinate audiences, campaign activities, responsibilities, and follow-up. Connect responses with customer records and reporting so your team can understand engagement and outcomes.
Discuss Campaign ManagementCapture leads, appointment requests, and enquiries from your website in Dynamics 365. Route records to the right team, trigger follow-up, and track progress from the first interaction.
Discuss Website-to-Dynamics IntegrationConnect new services, understand performance, and introduce useful automation as your requirements change.
Add a new application, payment provider, sales channel, or external service without leaving your team to move information manually. Define what needs to connect, how data should flow, and how exceptions will be managed.
Discuss System IntegrationBring together subscription, payment, sales, and service information. Track renewal rates, unpaid invoices, onboarding progress, and service demand through reporting built around your decisions.
Discuss Business ReportingUse AI to help classify requests, extract information from documents, summarise customer interactions, or help people find answers. Start with a clear task, suitable data, and agreed review points.
Discuss an AI Use CaseAnswer policy, leave, and benefits questions where employees already work. Hand sensitive or complex requests to the HR team with the conversation attached.
Discuss an AI HR AssistantHelp visitors find answers, compare options, and start a request at any time. Hand the conversation to a person when the question needs your team.
Discuss a Website AI AgentLet customers and vendors check orders, invoices, and case status, and submit requests through an agent in your portal. Keep access limited to their own records.
Discuss AI Agents in Portals
The foundation for custom web and mobile applications, APIs, and integrations. We design the architecture around the application’s users, data, security, and operational needs.
Explore our technology
Business applications for customer relationships, sales, service, finance, and operations. We configure the relevant applications and connect custom solutions to the records and processes your teams use.
Explore business applications
Workflows that connect people and systems through approvals, notifications, scheduled activities, and event-driven actions. Monitoring and exception handling help your team manage the process after launch.
Explore Power AutomatePayment providers, booking systems, and other specialist services can form part of the solution where they fit the requirement.
You do not need to change everything at once. We start with the process you want to improve, understand the systems involved, and agree what success should look like. Then we define a practical first scope and the connections needed to support it.
As your requirements change, we help you extend the solution through controlled updates, with documentation, ownership, and support arrangements that keep it manageable.
Define which plans, rules, templates, and settings your team needs to update, and build configurable controls where appropriate.
Make failed payments, incomplete registrations, and interrupted integrations visible, with a clear route for resolving them.
Include permissions, workflow history, monitoring, and reporting so your team can manage the solution as it grows.
Tell us what your customers need to do, where your team spends time, and which systems you use today. We’ll help you identify what can be configured, automated, integrated, or built.