Automate the processes that go beyond a single agent.
Business applications, workflows, integrations and custom development to automate processes involving several tools, rules or teams. This Level 3 comes after scoping the need, when neither an assistant nor a Copilot Studio agent is enough. Depending on the project, JOLA handles scoping and project management, with the partner technical skills needed for delivery.
When do you need advanced business automation?
An assistant helps one user with their tasks. An agent can handle certain actions from start to finish. When a process involves several tools, rules, people or systems, a more comprehensive solution is needed: this is where advanced business automation comes in.
The process first, the technology second.
Before anything is automated, the process is understood, formalised and simplified. The right technical approach is chosen at this stage, not the other way around.
Understand the current process
The real workflow, as it is carried out every day, is gathered from the people who run it: inputs, decisions, exceptions and time spent.
Identify tasks, rules and exceptions
Every written or implicit rule is listed, together with special cases and the decisions that must remain human. This formalised view becomes the reference for what follows.
Simplify wherever possible
No process should be automated exactly as it stands: unnecessary steps are removed before anything is built, creating measurable value from this stage onward.
Choose the right technical approach
Power Platform if your teams work in Microsoft 365, or custom development if the constraints, volumes or systems require it. The choice is made with you, using clear criteria.
Build and test
Iterative development with regular checkpoints and testing on your real cases, including the ones that do not go as planned.
Deploy with users
A gradual rollout with the relevant teams, support during launch, then handover: the tool belongs to you.
Two possible approaches, depending on your environment.
Two complementary paths: the choice follows your process and your environment, not the other way around.
Power Platform
When an organisation already works in the Microsoft environment, Power Apps makes it possible to create internal applications quickly; Power Automate workflows are delivered, depending on the project, with the appropriate partner skills.
- Internal application to replace tracking through Excel or email
- Approval workflow involving several people
- Centralisation of scattered information
- Business forms and guided data entry
- Process tracking and indicators
- Automation of repetitive tasks
Custom development
When constraints, volumes, business rules or existing systems require a specific solution, dedicated custom development can be put in place.
- Applications tailored to the organisation’s processes
- Integrations between several tools or databases
- High-volume document and data processing
Examples of automated processes.
Replacing Excel and email tracking, making an approval workflow reliable, or connecting several tools: these are the kinds of assignments covered.
Processing incoming orders
Hundreds of orders each week, received as PDFs, emails or spreadsheets. Data is extracted, checked against reference records and entered into the ERP, with human review whenever a discrepancy appears.
Reviewing an entire contract portfolio
Several thousand leases are reviewed against your analysis rules, with structured output for each asset and a link back to the original clause.
Producing regulatory dossiers
Documents are assembled to a mandated format, checked for completeness and consistency, with every decision in the process made traceable.
Qualifying and routing requests
Every incoming request is analysed, categorised and enriched with customer context from the CRM, then routed to the right team with a draft response.
Classifying scanned documents
Invoices, delivery notes and scanned customer files are identified by document type, key fields are extracted, matched against the order and filed in the right folder.
Agentic press review
A system reads your sources each morning, including the press, sector publications and regulatory texts. It cross-checks them against your monitoring topics and delivers a sourced summary to the right people.
Six deliverables, all in your hands.
The choice of solution is explained to you, tested on your real cases, documented and handed over to your teams. Maintenance arrangements are agreed with you; licences, access rights and IT approvals are checked during scoping.
01 · The operational application, deployed in your environment
02 · The process model, validated by the business and used as the reference for any future change
03 · Complete documentation: operation, business rules and instructions
04 · A practical user guide for the teams
05 · The project code and configuration, hosted by you or in your tenant
06 · Handover to your teams: a transfer session, followed by support on request
Built for you and delivered to you: the tool belongs entirely to your organisation, and your team knows how to keep it running.
Frequently asked questions
Advanced business automation becomes relevant when a process involves several applications, systems, users, approvals, business rules or interfaces, and an assistant or agent alone cannot cover the need. The solution may then combine business applications, workflows, integrations and custom development.
Power Apps can rapidly create low-code business applications, particularly within a Microsoft and Power Platform environment. Custom development offers greater freedom when a project has specific volume, interface, performance, integration or architecture constraints that make a low-code approach less suitable.
Yes, but the first step is to understand and simplify the existing process. Excel files, email exchanges, approvals, rules and exceptions are mapped before selecting the technology. The solution may then use Power Apps, Power Automate, integrations or custom development, depending on the need.
The choice starts with the process. An agent is particularly suitable when the need is based on language, knowledge, analysis and interactions with users or tools. Advanced business automation is often more appropriate when several rules, interfaces, approvals, applications and exchanges between systems must be orchestrated reliably.
Describe the process and identify the level that answers it best.
Book 30 minutes
A scoping call covering the target process, the tools used every day and the most suitable level.
Describe your need
Three lines are enough: reply within 24 hours.