Solution Discovery for Microsoft Copilot Studio Agents, Microsoft Power Apps and Microsoft Power Automate

"Microsoft Power Platform Solution Discovery is a Microsoft 365 professional services engagement that helps customers get started with — and extend their use of — Microsoft 365, Microsoft Copilot Studio, Microsoft Power Apps and Microsoft Power Automate. The engagement provides solution discovery expertise, capabilities and know-how that customers typically do not have in-house or need to augment, supporting them to scope digital solutions, clarify business intent and prepare for build with confidence. The engagement leverages Microsoft 365 services throughout delivery — Microsoft Teams for the discovery workshops and playback, Microsoft SharePoint for use case capture and the consolidated solution document, and Microsoft Forms where surveys are required. Activities focus on understanding requirements, constraints and indicative complexity, rather than defining detailed designs or configurations. Outputs from this service provide the information required to prioritise initiatives and prepare a Time and Materials Statement of Work aligned to the subsequent build phases.

Deliverable

A validated and prioritised set of solution opportunities for Microsoft Copilot Studio agents, Microsoft Power Apps and Microsoft Power Automate, with documented scope boundaries, dependencies, constraints, risks and indicative delivery considerations — ready to inform a follow-on Statement of Work.

Detailed agenda

Phase 1 — Initiation

• Discovery kick-off and alignment via Microsoft Teams (1 hour): objectives, scope, stakeholder roles, decision-making authority and the set of solution ideas to be explored

Phase 2 — Discovery

• Use case and outcome exploration workshop (2 hours) via Microsoft Teams
• Up to four solution deep-dive workshops (2 hours each) via Microsoft Teams

Phase 3 — Analysis and recommendations

• Consultant-led feasibility and delivery assessment (offline)
• Playback and recommendations (1.5 hours) via Microsoft Teams, with the consolidated solution document in Microsoft SharePoint

What you get

• Validated and prioritised set of solution opportunities
• Documented solution intent, scope boundaries and assumptions per shortlisted solution
• Identified key dependencies, constraints and risks
• Indicative feasibility and delivery considerations for each opportunity
• Inputs required to prepare a Time and Materials Statement of Work for build phases

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