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Valto — Keep ahead of tomorrow

Business Applications

Power Automate

Valto helps organisations identify where manual effort is costing the most, design and build the automations that replace it, and keep them running as systems and teams change. Our Power Platform specialists manage every stage, from process discovery and business case through to build, integration, adoption and ongoing support.

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Data, AI & Automation specialists

Trusted by organisations like yours

Mind
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Chester Zoo
ABM
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John Deere
UKTV
Astrazenica
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Overview

Successful automation starts with the right processes

Most organisations know they have manual work to remove. The harder question is which processes to automate first, and which need fixing before any technology is applied. Automating a broken process makes it faster, not better. Valto starts with how work actually happens today, not how the process document says it does. Our consultants map the steps, the systems involved and the time each takes, then prioritise the automations that will return the most effort for the least risk. We build a business case you can take to your board before development begins. The result is not a collection of flows. It is a set of automations that are documented, owned, governed and still running in twelve months' time.

What can Valto automate?

Our specialists assess each process, the systems it touches and the people it affects before recommending an approach. Every project is scoped around your organisation, your data and your operational requirements.

Approvals and sign-off

Replace email approval chains for invoices, contracts, expenses, purchases and HR requests with tracked workflows that show exactly where a request is sitting.

Document and records management

Automate the creation, routing, approval, archiving and retention of documents across SharePoint and Microsoft 365, with version control and audit trails built in.

Onboarding and offboarding

Streamline new starter and leaver processes covering account provisioning, licence assignment, equipment requests, task allocation and access removal.

Customer service and case handling

Automate case routing, acknowledgements, escalations and follow-ups to improve response times and stop enquiries being missed.

System and data synchronisation

Keep records consistent across finance, CRM, HR and line-of-business systems that don't natively talk to each other, without manual re-entry.

Legacy and desktop processes

Automate work in older applications with no modern API using Power Automate Desktop, so processes trapped on someone's machine can be moved into a supported, monitored workflow.

Our Power Automate services

Find the work worth automating

Our consultants map your existing processes, measure the effort each consumes and identify where automation delivers the greatest return. We assess data quality, system dependencies and governance requirements before recommending an approach. You get a prioritised automation roadmap with an indicative business case, so you can decide what to build first with evidence rather than instinct.

Why work with our Power Automate specialists?

Experienced Power Platform specialists

Work with consultants who understand Power Automate alongside Power Apps, Dataverse, Azure and Microsoft 365, not automation in isolation.

Process discovery before build

We map and measure the work before automating it, so effort targets the processes actually costing you time rather than the easiest thing to build.

Fixed and transparent scope

Our clearly defined proposals give you confidence in the approach, deliverables and cost before work begins.

Built to be supported

Automations are documented, error-handled and owned by the business, not left inside one person's account.

Governance from the outset

Environments, policies, naming and ownership are considered throughout the engagement, not retrofitted once you have hundreds of flows.

Expertise across Microsoft

Our capabilities across Power Platform, Microsoft 365, Dynamics 365, Azure and Copilot allow us to consider the wider impact of every automation.

Expertise
Power Platform specialists at every stage
Reliability
Automations built to be supported
Value
Time returned to your teams
Valto Employees at work

Common automation challenges we solve

Expertise for the issues that make automation stall

Most automation problems are not caused by the technology. They arise from processes that vary between teams, flows built without documentation, and dependencies nobody identified before development started. Our consultants surface these during discovery rather than allowing them to become problems after go-live. We help organisations address:

  • Processes that work differently depending on who runs them
  • Flows built by individuals who have since left the business
  • Automations that break silently when a connected system changes
  • Systems with no ready-made connector or modern API

Turn Power Automate capability into business value

Power Automate provides the platform. Valto provides the expertise to apply it where it counts. Our consultants help organisations target automation at the outcomes the business is measured on.

We identify and automate the high-volume, low-value tasks consuming your teams' time, returning capacity without adding headcount.
Requests move automatically to the right person with full visibility of status, removing the delays and chasing that come with email-based approvals.
Automated processes apply the same rules every time and record every step, reducing errors and simplifying compliance reporting.
We integrate the platforms your processes rely on so information stays consistent without manual re-entry between systems.
Finance, HR, IT and service teams spend less time on administration and more on the work only they can do.
Structured, documented and governed processes are a prerequisite for AI. Automation work done properly now is the foundation for Copilot and agent-based automation later.

How we work

Our simple five-step process is clear and transparent from start to finish. From understanding how work happens today, through to designing, delivering and supporting a smarter way of working.

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    Discovery

    Understand how work happens today

    Our consultants map your existing processes, the systems involved, the volumes handled and the effort each consumes. This detailed discovery gives us the insight needed to identify risk early and prioritise realistically.

  2. Power Apps Envisioning Workshop
    2

    Design

    Define the right automation

    We work with your stakeholders to design workflows that fit your objectives, users and wider Microsoft environment, agreeing measures of success and governance requirements before any build begins.

  3. People working on computers
    3

    Build & integration

    Deliver and connect

    We build, test and deploy automations, integrating Microsoft 365, Dynamics 365, Azure and third-party applications through secure, documented connections. Error handling and monitoring are built into delivery.

  4. Man asking a question
    4

    Adoption

    Help your people work the new way

    We support communications, training and knowledge transfer so the people whose roles change understand what has moved, why, and what to do when something needs attention.

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    Optimisation

    Keep automations working

    Automation is never a one-off project. We monitor performance, maintain flows as connected systems change, and identify further opportunities across Power Platform, Copilot and the wider Microsoft estate.

We're one of the UK’s few Microsoft partners to hold all Microsoft Solution Partner designation badges, across all Solution Partner designation pathways. For our clients, that means working with specialists who understand far more than automation alone. Our Business Applications team draws on expertise across Power Platform, Dataverse, Microsoft 365, Dynamics 365, Azure, security and AI to make recommendations based on the wider needs of the organisation.

Why organisations choose Valto

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Connected, across Microsoft

Automation that extends beyond Power Automate

Few processes stop at a single tool. An automation worth building usually touches documents, data, identity, permissions and at least one line-of-business system. Valto brings together expertise across Power Apps, Dataverse, SharePoint, Microsoft 365, Dynamics 365, Azure and Copilot. That allows our consultants to design automations around the whole process rather than the part that happens to sit inside Power Automate. By aligning automation, data and governance, we help create a connected platform that improves how work gets done today and is ready for AI-driven automation tomorrow.

Case study · Executive Insight

Replacing manual processes with Microsoft 365

Discover how we helped a healthcare organisation streamline permissions management and replace manual administration with automated Microsoft 365 processes.

  • Reduced manual effort
  • Improved permission accuracy
  • Enhanced compliance tracking
Read the story

The team driving you forward

Dena Williams
Dena WilliamsBusiness Applications Business Unit Lead
Sam Gareh
Sam GarehPre-Sales Consultant
ben breeden
Ben BreedenSenior Cloud Developer & Squad Lead
Claire Bedington
Claire BedingtonHead of People

Keep ahead

You may also be interested in

Questions, answered plainly

Practical answers on what a Power Automate project with Valto involves, what it costs and who supports it afterwards.

Power Automate is Microsoft's workflow automation platform that helps organisations automate repetitive tasks, streamline approvals and connect systems across Microsoft 365, Dynamics 365 and third-party applications.
We begin with discovery, mapping your current processes and identifying where automation delivers the most value. From there we agree a prioritised scope, design and build the automations, support rollout and training, then monitor and maintain them once live.
Yes. Power Automate offers hundreds of pre-built connectors for Microsoft and third-party platforms, helping organisations create seamless workflows across their existing technology stack.
Absolutely. Power Automate can support everything from simple departmental workflows to enterprise-wide automation strategies, making it suitable for organisations of all sizes.
Many organisations build their first automations in-house, and that's a good sign. Partners add value when automations start touching multiple systems, when governance and security matter, or when something business-critical needs to be reliable and supportable rather than just working. We're equally happy enabling your team as building for them.
Usually. Where no standard connector exists, we can build a custom connector, work with the system's API, or use Power Automate Desktop to automate the interface directly. We'll confirm what's feasible during discovery.
That's your decision, and we'll make it explicit. Some organisations take full ownership with documentation and knowledge transfer from us. Others prefer we retain monitoring and maintenance under a support arrangement. Either way, nothing is left sitting in an individual's personal account.

Free Power Automate consultation

Ready to automate your business processes?

Whether you're looking to streamline approvals, eliminate manual tasks or connect disconnected systems, our Power Automate specialists can help you identify opportunities for smarter, more efficient ways of working.

  • Automation experts

    Speak directly with Microsoft specialists who design and deliver Power Automate solutions every day.

  • Practical advice

    We'll help you identify quick wins, high-value processes and opportunities to increase efficiency.

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