Power Platform Scoping: 1-Day Workshop


Enables deep understanding of current working processes and solutions, along with objectives to enable introduction of the Power Platform to extend, replace and improve upon these.

Our expert consultants conduct Power Platform Scoping workshops to gain a deep understanding of customer requirements, this includes

  • Comprehensive understanding of the organisation, its missions, vision, and values
    • Inclusive of organisational structure, process owners and key stakeholders
  • Analysis of the "As-Is" Situation
    • Current working processes, both manual and automated
    • Current solutions and 3rd party products to support processes, including cost to the organisation
    • Current pain points with existing processes and solutions, such as bottlenecks
  • Mapping out the "To-Be" Situation
    • Key objectives to be met by delivery of a Power Platform Solution
    • Prioritisation of requirements (Must or Could)
    • Process Improvements to be introduced through use of the Power Platform
    • Licence recommendations to support the new Power Platform Solution

Our workshops will also provide an indication of "The Art of the Possible" when working with Power Apps, Power App Portals, Power App Pages, Power Automate, Power BI, Model Driven Apps, Canvas Apps and Dataverse. This will be inclusive of sample applications to demonstrate capability to the organisation.

Our workshops can be delivered both onsite in a single day and remote over two half days. Preferences can be discussed with your dedicated consultant and account manager, to ensure that your stakeholders get the best experience within the time available. We recommend recording of all remote meetings, to enable records to be kept by both Valto and our customers.

Our tried and tested workshop approach uses the following agenda as standard, but allows for flexibility to enable it to align with your organisation's needs:

  • Our consultants will learn about your organisation, your people, and your objectives.
  • The initial "Art of the Possible" demonstrations to aid in customers making informed decisions.
  • Our consultants will deep dive into existing processes, solutions, services, and applications to fully understand current ways of working, and areas requiring improvement and replacement.
  • Our consultant will review documentation and customer demonstrations of end-to-end solutions.
  • Our consultants will analyse current pain points and objectives to ensure that recommendations meet organisational direction.
  • Our consultants will analyse existing file storage mechanisms relating to these processes, such as, file shares, third party storage systems, Drop Box, OneDrive, local machines, and existing SharePoint environments.
  • Our consultants will discuss the potential for further service enablement across the Microsoft 365 suite i.e. SharePoint, Teams, Streams, and Forms.
  • Our consultants will conduct detailed interviews with key process owners and stakeholders, especially in applications that span multiple departments/directorates.

We ask our customers to prepare for their workshop by being ready to share their screen and discuss their ways of working.

A Power Platform Scoping Report and Specification will be provided within 1 week of workshop completion. These documents will include recommendations and plans for utilising the Power Platform for the identified process(es), along with prioritised requirements, required technology, their estimated effort/cost, licence requirements and timelines. Valto deliver projects in both waterfall and agile methodologies, with our timeline and costs reflecting the approach that best meets the need of the customer to provide tangible benefits within the agreed budget.

Our workshop offering is available across all industry verticals, and we have worked with numerous customers across the globe. Having expert consultants, developers and Microsoft 365 administrators enables Valto to adapt to all organisations.

When you’re starting a Power Platform project, it’s essential to choose a partner who is experienced and puts your needs first. That’s where Valto comes in. We work with you to recommend solutions that are fit for purpose, within budget and delivered to a high standard in a timely manner. We bring our years of experience, official Microsoft training and first-hand insight to every Microsoft 365, SharePoint, and Power Platform project, so you can rest assured everything is taken care of.

We at Valto offer a multitude of different services across Microsoft 365, so please get in contact to discuss your needs now.