Portfolio / Expertise / Power Automate
Power Automate
Automate the workflow, not the workaround. I use Power Automate to remove manual handoffs — so processes run themselves and teams scale capacity without scaling headcount.
The Workflow — How I Approach It
1
Map the manual flow
See exactly where human steps and handoffs happen today.
2
Find the repeatable steps
Identify the steps that are identical every time — those are the automation candidates.
3
Design the automation
Build the flow around the process — with the operators who run it.
4
Test with real data
Validate with actual records — edge cases surface here, not in production.
5
Monitor and improve
Track failures and iterate — automation is maintained, not finished.
My Operating View — The 2 Cents
Automation of a broken process automates the breakage. My 2 cents: fix the flow first, then automate it. The ROI is the human hours returned — measure those, not the number of flows.
What Worked & What Didn’t
What Worked
- Workflow automation that scaled service capacity for 50+ clients.
- Flows tested on real data — few surprises in production.
What Didn’t
- Automating before process redesign — faster at the wrong thing.
- Automation for its own sake — no measured time returned.