Current-state workshop
Understand what employees, managers and administrators actually do, where rules live, which approvals matter and what support teams need to maintain.
Ultron prepared four connected workstreams: discover and redesign an existing Power App, shape an executive Power BI report, define a Recognition App and provide ongoing Power Platform support capacity.
The proposed first step maps actual usage, business rules, inputs and outputs, approvals, user roles, pain points and the current support model before a build commitment is made.
Understand what employees, managers and administrators actually do, where rules live, which approvals matter and what support teams need to maintain.
Produce a proposed interface, data model, rule set, process change list and implementation plan. A build phase proceeds only after CAHS reviews that design.
The proposal keeps a potentially broad program legible: CAHS can approve, sequence and govern each workstream independently.
| Workstream | Proposed scope | Decision gate |
|---|---|---|
| Existing app refresh | Discovery, redesigned navigation and screens, data/rule review, then an optional implementation phase. | Approve the design and implementation plan before build. |
| Executive Power BI | KPI workshop, source review, data model, Power Query, executive layout, filters, drill-through, validation and handover. | Confirm KPI definitions, source ownership and access model. |
| Recognition App | Submission, review and approval, notifications, administration, basic reporting/export, deployment and handover. | Approve the recognition workflow, roles and notification rules. |
| Support capacity | Small Power Apps enhancements, Power Automate troubleshooting, minor Power BI updates, governance advice and monthly summaries. | Agree prioritisation, escalation and service boundaries. |
The available source set consists of proposals. It establishes a credible scope and delivery approach, but does not prove implementation, production deployment, adoption or business results.
Workshops, solution design, Power Apps refresh, reporting build, Recognition App scope, support activities and handover steps.
Client approval, build execution, access decisions, deployment, acceptance testing and measurement of outcomes.
A well-shaped discovery phase reduces the risk of building the wrong workflow or reporting model for a sensitive operating environment.
Share the current app, user groups, rules and support constraints. We can help turn a broad request into a sequenced, decision-ready delivery plan.
Tell us what needs discovery before anyone starts building.