Modernize business processes quickly and cost-effectively

From simple requests to complex applications, the Compass team delivers creative, cost-effective solutions to meet your most pressing business needs. For more than a decade, Compass365 has been refining our process for implementing business process automation solutions and delivering successful implementations to our customers.

Power Platform Solutions

Get expert help with Power Apps, Power Automate, and Power BI

The Microsoft Power Platform, along with data stored in SharePoint lists, Dataverse, and/or Azure SQL, is a full-featured low-code, no-code solution to address your growing demand for business process automation requests. Our team of experts can help you modernize processes and solve tough challenges quickly and cost-effectively.

Services include:

Solutioning – Is my process a fit for Power Platform?
Delivery – From requirements through delivery, training, and support
Power Apps Portals – Engage with customers and suppliers
InfoPath to Power Apps rebuild
Designer Workflows to Power Automate rebuild
Customizations and integrations
Enablement, training, and support

Solutions delivered

HR Solutions

New hire process
Leave requests
Training and roll out – enablement tools and services to increase user adoption
Employee onboarding
Overtime requests
W-2 election
Direct deposit request

IT Requests

Network access request
Report data breach
Service request
Vendor management
Oracle data connection management
Device request and management

Operations

Inventory management
Part enablement
Vendor onboarding
Purchase order management
Sales order processing
Invoice processing
Event ticket requests
Diversity & inclusion event and speaker tracking

Quality Management

Quality control tracking
Quality rating solution
Audit and task management
Change management
Engineering/design tracking
Document control/management

Our process

For more than a decade, Compass365 has been refining our approach to implementing Microsoft Business Applications and delivering successful outcomes for our customers. Our team will design and deliver the right solution for your unique challenges.

Discovery

A complimentary session to understand your needs and expected business outcomes, as well as confirm that your request is a fit for the Microsoft platform.

Assessment

A series of workshops to dig into requirements, prepare prototypes, work iteratively with your team for feedback and confirm the solution design.

Implementation

Our team will configure the solution, conduct training, and testing sessions, deploy to production, and support you for two weeks post-go-live.

Sustainment

An optional agreement for the team to be available to you for ongoing escalation support and enhancements as your use of the solution expands.

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Power Platform CoE

Empower your citizen developers while ensuring compliance, governance, and operational excellence with a Power Platform Center of Excellence

Today’s work environment requires the ability to adapt quickly and to empower business users to get their work done. Demand for new apps is growing up to five times faster than IT departments can deliver. IT is being challenged, not only to build but to provide governance and support for the applications in production.

How do you close this gap to deliver and govern the process automation solutions your organization relies on? Establish a Power Platform Center of Excellence (CoE) to empower your Citizen Developers while providing standards, consistency, and governance to the organization.

Compass365 is helping forward-thinking organizations get up and running with their own Power Platform CoE. Our experts bring their vast knowledge of app building together with Microsoft’s Power Platform CoE guidance to fast-forward your adoption efforts.

Components of a Power Platform Center of Excellence

People

Who request, make, and support Power Platform solutions across the enterprise.

Strategy

Based on your goals, organizational structure, and governance requirements.

Process

To request, build, enhance, promote, maintain, replace and retire solutions.

Training

Resources and group activities designed to improve adoption and enable self-service.

Tools

To automate deployment, monitor usage, and report on effectiveness.

Resources

Internal and external, to plan, build and maintain the Power Platform CoE.

Our process

The Business Applications team at Compass365 has been delivering Microsoft-based forms and workflow solutions for more than 15 years. We created the Compass365 Power Platform Center of Excellence offering to help our clients address the rapid growth, continued demand, and need for governance for Power Platform solutions.

Assessment and Planning

Center of Excellence efforts start with an assessment and planning phase. Using a series of workshops with our Solutions Architects and key stakeholders, we clarify and document our client’s purpose, goals, objectives, and expected outcomes in a Strategy and Roadmap Planning document. We provide guidance on Microsoft’s best practices for Power Platform, potential licensing implications, document security, and compliance requirements as well as plans for configuration, communication, intake, and delivery processes. Implementation estimates are provided along with formal documentation to carry out the implementation of the Center of Excellence.

Implementation

In this phase, the CoE roadmap is implemented. This includes O365 tenant and Power Platform configurations to reflect the governance policies and decisions in the roadmap, along with design documentation, test scripts, and user guides. We believe strongly that formal, yet easy-to-understand and follow documentation is a key deliverable to every project, and critical to the long-term viability of the Center of Excellence. During this phase, the communication plan is finalized with a defined strategy, templates, and other assets to not only inform the organization but engage and build anticipation with the business for process improvements and opportunities to come.

Training and Roll-Out

While each organization’s strategy is unique, the goal is consistent. We enable and empower citizen developers with a series of tools, resources, and events. These can range from roadshow events with business units who’ve expressed interest to training videos, lunch and learns, online training/certification, reference guides, individual consultation sessions, and more. We rely on our clients’ understanding of their organization’s culture, technical aptitude, and maturity level to help shape the enablement program that will work best for them. While it may take time, ultimately champions will emerge. Providing a platform and opportunity for these folks to share their knowledge and successes helps the effort grow exponentially.

Sustainment and Growth

Managing, sustaining and growing the Power Platform Center of Excellence program is an ongoing effort. Some of our clients have the in-house resources to sustain this effort, while others rely on our team to help with the care and feeding of the program. Power Platform is a great tool for citizen developers to create their own low to medium-complexity solutions. Some processes, however, due to either complexity or time constraints, warrant escalation to developer resources to help guide, review architecture and build out the solutions. In many cases, the Compass365 team is engaged long-term as part of the program to deliver solutions, conduct workshops, build out proof-of-concept apps, help with discovery and estimation of effort, etc. With the organization’s IT leaders, we help establish audit and reporting processes that feed into the cycle of continual process improvement.

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InfoPath Replacement

Replace InfoPath with Power Apps

Whether you have one or hundreds of InfoPath forms, they all must be replaced before Microsoft support ends. While Microsoft has announced 2026 as the official end of support for InfoPath, that date can change with little notice, especially for SharePoint Online users. Remember SharePoint 2010 Workflows? Replacing with Power Apps sooner versus later offers the chance to modernize, taking full advantage of the Microsoft ecosystem and ensuring you won’t get caught flat-footed if InfoPath is retired earlier than expected.

Get a head start on replacing InfoPath during two complimentary discovery sessions with a Compass365 Microsoft Solutions Architect. We’ll analyze any in-use legacy InfoPath Forms and/or SharePoint Designer 2013 workflows and provide recommendations for modernization.

Visit our InfoPath Replacement with Power Apps service page to learn more.

Learn More

Our process

Since the Power Platform was launched in 2016, Compass365 has helped organizations successfully modernize hundreds of legacy InfoPath/SharePoint Designer solutions. Our team will design and deliver the right solution for your unique challenges.

Discovery

During this complimentary session, we run the SharePoint Modernization scanner to see where and how InfoPath is being used, determine expected business outcomes, and recommend the next steps.

Assessment

We work with you to analyze the business purpose of each solution, identify, discuss, and address any potential issues, and envision ways to leverage modern technology. Using that data, we build and deliver an implementation roadmap.

Design

We use this phase to re-engineer business processes, work iteratively with your team for feedback, incorporate and demonstrate feedback during design and playback meetings, and confirm the solution design.

Implementation

We rebuild efficiently in Power Apps, prepare users for User Acceptance Testing (UAT), develop and share user training and adoption guides, and keep you informed with regular communications while deploying to production.

Sustainment

Our team will implement Application Lifecycle Management procedures and support you for two weeks post-go-live. Optional agreements for ongoing escalation support and enhancements are also available.

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Data Analytics and Reporting

End-to-end data analytics services to empower your decision making

Gaining insight into the internal workings of your operational processes with data analytics and reporting gives you the power to make informed decisions and improve processes. Many organizations continue to run on gutfeel and guesswork, while data, accumulated and sitting in various repositories, go unused.

Our team of experts can help you unlock the power of your data to gain actionable insights and accelerate your digital transformation.

Services include:

Data strategy development and roadmap
Data warehouse architecture and operationalization
Aggregate, transform, and optimize data
Power BI reports, dashboards, and templates
End-to-end Power Platform Applications with reporting

Get your data project off the ground in weeks, not months with our Data Analytics Foundations Engagement

Data Strategy

Start with the why and outline your goals and needs for 1-2 business processes.

Data Architecture

Create the supporting architecture in Azure SQL or other databases.

Aggregation and Transformation

Bring data from two to three sources into the data warehouse.

Reporting and Visualizations

Develop up to five Power BI dashboards including reports and visualizations.

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Complimentary Power Platform Discovery Session

Accelerate your digital transformation with the Power Platform during a complimentary discovery session with a Compass365 Microsoft Solutions Architect.

Power Platform Discovery Session:

Discuss your needs and expected business outcomes
Provide an overview/demo of the Power Platform
Confirm your request is a fit for the Power Platform
Recommend steps for modernization with the Power Platform including licensing needs

Power Platform app icons - Power Apps, Power Automate, Power BI, Power Virtual Agents, Power pages

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We will help you deliver faster, avoid mistakes, and incorporate Microsoft best practices

Our team has expertise in the following:

Power Apps, Power Automate, and Power BI solutions
Microsoft 365 data warehouse and reporting solutions
Nintex Forms and Workflow
Microsoft Power Fx and SPFx
Ground up Azure-hosted custom development solutions that integrate with SharePoint
Replacing InfoPath with Power Apps
Replacing SharePoint Designer workflows (2010 & 2013) with Power Automate
Power Platform Center of Excellence development

“The design of this solution with Compass365 is so user-friendly for our network and team. I gave them my vision, our branding guidelines, and what we believe in – they got to work and reflected everything in the solution they built for us. We love it.”

Matthew Thompson, Director of Financial Contract Compliance, Every Body Texas

“The time and energy Compass365 put into this work is unparalleled. I know I can rely on them to bring a solid, quality solution that we have agreed upon and is consistent across the board.”

Brian Pierce, Director of IT, Finance & Vendor Management , Carlisle Companies Incorporated