Day 1 – Foundations of Microsoft Power Automate for Business Operations

9 Module 1 – Understanding Microsoft Power Automate in a Business Environment

Objective: Build a practical understanding of how Microsoft Power Automate supports operational efficiency across departments

Hands-on: Identify high-friction manual tasks in current department workflows and classify them into possible Power Automate flow scenarios

Module 2 – Approval, Request and Workforce-Related Workflow Automation

Objective: Explore how Power Automate can improve internal approvals, requests, attendance, scheduling, and administrative monitoring

Hands-on: Design a Power Automate approval flow for request submission, manager approval, notification, and status tracking

Module 3 – Forms, Data Capture and Notifications with Microsoft 365

Objective: Use Power Automate with Microsoft Forms, SharePoint Lists, Outlook, and Teams to improve data capture and communication

Hands-on: Convert a paper/email-based request or issue-reporting process into a Microsoft Forms + Power Automate + SharePoint workflow

Module 4 – Compliance, Asset and Lifecycle Tracking with Automated Reminders

Objective: Improve governance and visibility through Power Automate for compliance and lifecycle processes

Hands-on: Build a scheduled reminder flow for training compliance, certification expiry, asset monitoring, or document renewal tracking

Day 2 – Cross-Functional Power Automate Design, Reporting Support & Integration

Module 5 – Case Management, Work Assignment and Resource Optimization Flows

Objective: Understand how Power Automate can improve case handling, routing logic, and workload visibility

Hands-on: Build a simple Power Automate case-routing flow for internal service requests or operational task handling with assignment and follow-up notifications

Module 6 – KPI Reporting Support, Alerts and Dashboard Data Preparation

Objective: Use Power Automate to support cleaner reporting inputs, automated alerts, and dashboard-ready data flows

Hands-on: Define a simple reporting support flow that updates a tracking list and sends KPI-related alerts based on status or threshold conditions

Module 7 – Cross-System Integration and Connector-Based Automation

Objective: Explore how Power Automate connectors and workflow logic can reduce duplication and improve process continuity

Hands-on: Map a multi-system process and identify where connector-based automation can reduce rework or manual reconciliation

Module 8 – Departmental Use Cases and Power Automate Solution Planning

Objective: Consolidate practical Power Automate ideas across support and control functions for business improvement

Hands-on: Create a departmental Power Automate opportunity map and shortlist 3 practical use cases for post-training action

Example Use Cases Covered

The workshop will incorporate examples such as:

• Training requests and approval workflows using Microsoft Forms and Approvals
• Leave / OT applications and attendance monitoring with automated notifications
• Compliance reminders and certification tracking via scheduled flows
• Asset lifecycle and warranty alert monitoring using SharePoint-based records
• Outlook / Teams notifications and escalation routing
• Forms-based data capture into SharePoint Lists or centralized tracking systems
• Case assignment and workload balancing through list-driven flow logic
• KPI alerting and dashboard support through automated data updates
• Cross-system data movement using Power Automate connectors
• QA, coaching, finance, facilities, and inventory automation scenarios

Suggested Practical Outputs

By the end of the workshop, participants may produce:

• A list of department-specific Power Automate opportunities
• A sample approval or notification flow design
• A workflow map for request / approval / tracking scenarios
• A use-case prioritization matrix
• Draft reporting-support automation requirements
• A post-training action plan for Power Automate initiatives
• The programme can be positioned as a practical Microsoft Power Automate business process improvement workshop with cross-department use-case exposure