Microsoft Power Platform for Professional Services

Inturing helps professional services firms use Microsoft Power Platform to run smoother operations, deliver more consistently, and improve visibility across the business. We build practical solutions that reduce admin, standardise delivery workflows, and give leaders the reporting they need to make confident decisions.

That usually includes things like client onboarding workflows, project and engagement tracking apps, automated approvals, delivery dashboards, secure client portals, and AI-ready foundations. Everything is built with governance so it scales cleanly across teams.

If you want quick wins that reduce time leakage and improve delivery, and a roadmap that supports long-term growth, we can help.

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Why Inturing for Professional Services?

Professional services firms are full of smart people. The challenge is that too much time gets lost in admin, handoffs, approvals, document chasing, and inconsistent delivery processes.

At Inturing, we focus on delivering production-ready Power Platform solutions that help firms:

  • Reduce manual admin and time leakage

  • Standardise delivery workflows across teams

  • Improve visibility across pipeline, resourcing, utilisation and profitability

  • Integrate seamlessly into Microsoft 365 and your existing systems

  • Build foundations for AI and Copilot-ready workflows

We do not just build apps or dashboards and disappear. We help you implement a platform that keeps improving over time.

Outcomes for Professional Services Firms:

Power Platform implementations typically deliver:

  • Reduced admin across onboarding, approvals, and delivery workflows

  • Faster engagement setup and less delivery friction

  • Improved consistency in how engagements are delivered

  • Better visibility into pipeline, resourcing, utilisation and profitability

  • Improved client experience through structured updates and self-service

  • A scalable foundation for AI and Copilot-enabled productivity

  • We digitise and automate onboarding so clients move from signed engagement to delivery faster, with less back-and-forth.

    Common examples include:

    • onboarding checklists and task assignment

    • document collection and approvals

    • automated client updates and reminders

    • internal workflow routing across teams

    • structured records and audit trails

  • We build apps that support delivery teams with clean workflow tracking and consistent processes.

    Typical solutions include:

    • engagement and project tracking

    • delivery checklists and milestones

    • risk and issue registers

    • change request workflows

    • internal handovers and status reporting

    • knowledge capture and delivery documentation

    Apps can be embedded in Teams, integrated with SharePoint, and designed to match how your teams actually work.

  • We automate the workflows that create bottlenecks and slow delivery down.

    Common workflows include:

    • proposal and engagement approvals

    • resourcing requests and handoffs

    • onboarding approvals and reminders

    • finance approvals and expense routing

    • document routing and sign-off workflows

    • escalations and notifications for overdue tasks

    This reduces manual chasing and keeps engagements moving.

  • We build reporting that gives leadership clarity and helps teams stay aligned.

    Common dashboards include:

    • pipeline and sales reporting

    • project health and delivery status

    • utilisation and resourcing insights

    • profitability and margin reporting

    • client health tracking

    • executive reporting across teams and departments

    The goal is simple. One reliable view of performance across the firm.

  • We build secure portals that improve client experience and reduce admin overhead.

    Common portal use cases include:

    • onboarding document submission

    • client status updates and reporting

    • service requests and change submissions

    • support workflows and escalations

    • knowledge base access and secure communication

  • Power Platform works best when it is connected to your real systems and your teams do not need to duplicate information across tools.

    We integrate Power Platform with your professional services technology stack, including:

    • Microsoft 365 (Teams, SharePoint, Outlook)

    • Dynamics 365

    • CRMs and sales systems

    • project and engagement tools

    • finance and accounting platforms

    • SQL databases and data warehouses

    • custom APIs and line-of-business systems

    You do not need to replace your systems. Power Platform connects them and makes workflows significantly more efficient.

  • This is what stops Power Platform from turning into a mess as adoption grows.

    We implement governance to keep solutions secure and maintainable:

    • environment strategy and access control

    • data loss prevention policies

    • auditing and monitoring

    • lifecycle management and deployment standards

    • documentation and handover

    This is especially important for firms handling confidential client data and operating in regulated industries.

  • AI works best when workflows and data are structured, consistent and governed.

    We help firms become Copilot-ready by:

    • standardising workflows and data capture

    • setting permissions and access models correctly

    • preparing reporting foundations and structured knowledge capture

    • enabling AI-supported workflows that improve productivity

    Common AI outcomes include summarising client communications, drafting documentation, accelerating reporting, and improving internal knowledge discovery.

  • Professional services firms evolve constantly. We support continuous improvement so solutions remain aligned with how your firm works.

    We can support:

    • enhancements and iterations

    • workflow expansion across departments

    • reporting and governance improvements

    • performance optimisation

    • managed services support

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Connect the Power Platform to Your Exisiting Professional Services Systems:

How We Work With You

Professional Services Power Platform FAQs

Need help with the Power Platform in Professional Services? Talk to Inturing about designing, building, and scaling Power Platform solutions across your operations.

  • Microsoft Power Platform is a low-code platform that allows professional services firms to build apps, automate workflows, and create dashboards and portals using Microsoft technology.
    At Inturing, we use Power Platform to help professional services organisations reduce admin, improve delivery consistency, and gain visibility across pipeline, resourcing, and profitability.

  • Power Platform can improve client onboarding, project delivery workflows, approvals, document routing, resourcing requests, reporting, client communications, and internal knowledge management.
    We commonly implement solutions that reduce time leakage, improve process consistency, and create better visibility across delivery and performance.

  • Yes. Power Platform can support workflows across sales, delivery, finance, operations, and leadership reporting.
    Inturing designs end-to-end solutions that connect teams instead of creating disconnected tools or separate systems.

  • Power Apps can be used to build client onboarding apps, project tracking apps, risk and issue registers, delivery checklists, change request workflows, and internal operations tools.
    We build apps that are designed around real delivery workflows and capture structured data that supports reporting and governance.

  • Yes. Power Automate is ideal for approvals, escalations, notifications, and workflow routing across professional services teams.
    Inturing uses Power Automate to automate onboarding workflows, engagement approvals, proposal processes, resourcing requests, and finance approvals.

  • Yes. Power BI can provide near real-time reporting depending on your data sources and how they are integrated.
    We build dashboards for pipeline, delivery health, utilisation, resourcing, and project profitability that help leadership make faster, better decisions.

  • Yes. Power Platform can integrate with common CRMs, project management tools, accounting platforms, databases, and internal systems.
    Inturing designs integrations based on your system architecture, security requirements, and reporting needs.

  • Yes. Power Platform integrates natively with Microsoft 365, including Teams, Outlook, SharePoint, and Excel.
    We often embed apps inside Teams, automate workflows through Outlook, and use SharePoint for structured document control and collaboration.

  • Yes. Power Platform includes enterprise-grade security features such as role-based access, environment separation, auditing, and data loss prevention policies.
    Inturing implements governance and security controls to ensure solutions remain secure, scalable, and aligned with confidentiality requirements.

  • We implement governance frameworks that cover environments, access, security, data connectors, lifecycle management, and standards for building solutions.
    This prevents uncontrolled growth and ensures your Power Platform deployment stays maintainable as teams adopt and scale.

  • Yes. Power Platform solutions can capture timestamps, approvals, evidence, and structured records to support audit trails and compliance reporting.
    We design workflows that improve traceability across onboarding, delivery, finance approvals, and client-related processes.

  • Yes. Power Platform can scale across departments and locations while maintaining consistent processes, standards, and reporting.
    We build solutions with reusable components, central reporting models, and governance strategies designed for long-term scale.

  • Yes. Power Pages and Power Apps can be used to build secure client portals and external-facing workflows.
    We implement portals that support onboarding, document collection, status updates, service requests, and structured client communication.

  • Yes. Standardising delivery workflows is one of the strongest Power Platform use cases for professional services.
    We build solutions that improve handovers, reduce missed steps, standardise checklists, and create visibility into delivery progress and risk.

  • Yes. By automating approvals and admin workflows, and digitising delivery tracking, Power Platform helps reduce non-billable time and repetitive tasks.
    We design workflows that remove manual chasing, reduce duplicative data entry, and improve operational efficiency.

  • Yes. AI works best when your workflows, data, and permissions are structured and governed.
    Inturing helps firms become Copilot-ready by improving workflow consistency, implementing secure access controls, and building reporting and knowledge foundations that support AI use cases.

  • Timelines vary depending on complexity, integrations, and governance requirements. Many firms start with a quick win project and expand from there.
    We typically deliver solutions iteratively, starting with high-impact workflows and then scaling into a roadmap across the firm.

  • Yes. We provide training for end users, admins and internal champions, along with documentation and handover.
    We also offer ongoing support and managed services to ensure workflows stay aligned with your firm as it grows and evolves.

  • Inturing provides Power Platform consulting, architecture, development, governance, and ongoing support for professional services firms across Australia.
    We focus on delivering secure, scalable, production-ready solutions that reduce admin, improve delivery consistency, and drive measurable business outcomes.

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