People re-enter the same information in multiple places.
Automation should make work simpler, not make failure harder to see. We map the process, information, decisions, and exceptions before selecting a tool or building a workflow.
AI can be part of the solution when it genuinely improves the process—not because it is fashionable.
Built for growing companies with 1–250 employees. Microsoft-first where it fits; platform-pragmatic where it does not.
Typical work
What the engagement can include.
Broader advisory and implementation work is shaped around the outcome. If a fixed-scope offer fits first, Rillet Data will recommend it.
- 01 Current-state workflow and friction mapping
- 02 Intake, classification, and routing
- 03 Approvals and status handoffs
- 04 Data entry and synchronization
- 05 Recurring reporting preparation
- 06 Reconciliation and quality checks
- 07 Notifications, follow-up, and exception handling
- 08 Prototype, production implementation, documentation, and handoff
Best-fit signals
This may be the right conversation if…
Approvals and follow-ups disappear into inboxes.
Recurring reporting requires a manual monthly scramble.
A critical workflow depends on one person remembering every step.
Your team wants to use AI but needs a sound, controlled use case.
Illustrative engagement
From inbox-driven work to a visible, owned workflow.
A growing field-services company receives requests by email, re-enters details across systems, and tracks approvals manually. Rillet Data could simplify the process and implement a controlled workflow in Microsoft 365 and Power Platform—or in the tools already in place.
Hypothetical example only—not a client case study, testimonial, or measured result.
Workflow Automation
Find the work worth automating
Bring the challenge in its messy form. Rillet Data will clarify the outcome and the next sensible move.
Request a 20-minute fit call