Pinsent Banister Consulting partners

Workflow Automation

How we help:

We digitise and automate key business processes – removing paper forms, cutting repetition, and improving consistency and compliance.

We tailor solutions for business processes such as inspections, approvals, onboarding, incident reporting, and quality management…

We integrate seamlessly with SharePoint and Microsoft 365 to keep your tools connected your data in sync and your teams happy.

Our approach focuses on clarity first, automation second – because the best automation starts with well-defined processes.

Process Mapping & Procedure Documentation

Before anything is automated, we work with your team to clearly define how processes should happen.

Through structured workshops and hands-on collaboration with your teams, we map your existing processes, identify inefficiencies and design improved workflows that are ready for automation.

  • This typically includes:
    End-to-end process mapping (current and future)
  • Clear roles and responsibilities using the RACI model
  • Identification of control points, approvals, and compliance requirements

The result is a shared understanding of how work, flows across your organisation – not just in someone’s head, but documented and repeatable.

Digital Workflow Design & Automation

Once processes are defined, we design and build digital workflows that replace manual tasks with structured, automated systems.

These workflows ensure the right work gets to the right person at the right time, with full visibility and traceability.

Using platforms such as Microsoft Power Automate, Plumsail and FlowForma, we create secure, scalable workflows that integrate seamlessly with your existing Microsoft systems such as Sharepoint & various other M365 tools.

Automations can include intelligent routing, approvals, notifications, data validation, audit trails, and real-time dashboards, giving you confidence that work is progressing as intended and nothing falls through the cracks.

Common use cases include:

  • Inspections and audits
  • Approvals and sign-offs
  • Employee onboarding and offboarding
  • Incident and issue reporting
  • Quality assurance and compliance workflows
Testing, Deployment & Continuous Improvement

Before any workflow goes live, we carry out structured testing to ensure it works as intended in real-world conditions.

This includes scenario testing, user acceptance testing (UAT), and validation of approvals, notifications, integrations, and reporting. Where required, we support phased rollouts so teams can adopt new workflows with minimal disruption.

Once live, we monitor performance and incorporate feedback to continously refine and improve automations over time, ensuring they continue to deliver long term value as your processes and requirements evolve with future business growth.

Typical Automation Outcomes

Clients typically experience:

  • Fewer manual steps and significantly less rework
  • Faster turnaround times with fewer bottlenecks
  • Improved compliance and audit readiness
  • Clear ownership and accountability at every stage
  • Real-time, trustworthy data instead of chasing updates

Most importantly, teams spend less time on process administration, and more time focused on delivering high-value work.

Based in Kent - working across the UK & Ireland