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Empowering Automation Champions Through Microsoft Power Automate Training

Background: A Global Automotive Technology Leader

Our client is one of the world’s leading automotive technology companies, known for its cutting-edge innovations in automotive interiors, clean mobility solutions, and advanced driver assistance systems. With a large workforce and manufacturing footprint across India and global locations, the client is continuously investing in digitization to streamline internal operations and enhance productivity.

As part of their digital transformation roadmap, the organization identified the need to upskill their functional and operations teams in workflow automation and business process integration using Microsoft’s Power Platform—specifically, Power Automate.

Challenge:
Streamlining Repetitive Processes and Enhancing Efficiency

The organization faced several key challenges:

  • Manual Workflows Across Departments: Many departments continued to rely on email, spreadsheets, and legacy systems for repetitive tasks and approvals, leading to delays and errors.
  • Limited Awareness of Power Platform Tools: While Microsoft 365 tools were in use, the deeper capabilities of Power Automate remained largely untapped.
  • Disconnected Systems: Teams needed to integrate workflows across SharePoint, Outlook, Forms, and other internal tools to eliminate silos and ensure smoother operations.
  • Growing Demand for Citizen Developers: The organization wanted to cultivate internal champions capable of building and maintaining their own automated processes.

Solution:
Custom Power Automate Training for Functional Teams

WINTEG Consultancy Services designed and delivered a five-day, hands-on Power Automate training program to build automation capabilities within the organization.

The program was held at the client’s Pune office and attended by 20–25 key users from various departments.

The training was led by a Microsoft-certified expert in Power Platform, known for his practical, hands-on training style and deep expertise in automation, analytics, and integration.

Program Objectives

  • Equip participants to independently build flows and automate repetitive business processes.
  • Enable integration across Microsoft services (e.g., SharePoint, Outlook, Teams, Excel).
  • Develop the ability to manage, test, troubleshoot, and optimize flows.
  • Introduce best practices for security, governance, and flow design scalability.
  • Inspire confidence to act as internal automation champions within departments.

Training Coverage

Key topics included:

  • Connecting to Data Sources: SharePoint, Outlook, Excel, and other connectors.
  • Building and Managing Flows: Flow creation, testing, debugging, and optimization.
  • Advanced Triggers and Expressions: Custom workflows with nested logic.
  • Approval Workflows: Automation of document approvals and notifications.
  • Working with SharePoint & Forms: Real-world scenarios of document control and data collection.
  • Custom Connectors & API Integration: Extending capabilities with external systems.
  • Performance Optimization & Governance: Best practices and DLP policy awareness.

Participants also learned about Power Automate Desktop, AI Builder integration, and how to trigger flows from Power Apps, extending the program’s relevance beyond just cloud automation.

Methodology

Key topics included:

  • Project-Based Learning: Participants created complete workflows from scratch.
  • Hands-On Exercises: Real-time use cases and simulations for better retention.
  • Debugging and Troubleshooting: Practical sessions to handle common issues.
  • Interactive Demonstrations: Live integration across tools and services.

Impact:
Unlocking Productivity and Process Efficiency

  • Increased Automation Awareness Participants could now identify automation opportunities across their functions.

  • Reduced Manual Workloads Several teams began building live workflows immediately after the training.

  • Faster Approvals and Improved Data Handling Approval processes, data collection, and documentation workflows became more streamlined and trackable.

  • Stronger Adoption of Power Platform The success of the program sparked internal discussions on extending Power Platform use cases to other functions.

Conclusion:
A Future-Ready Workforce Powered by Automation

This initiative marked a key milestone in the client’s digital transformation journey. By equipping participants with real-world Power Automate skills, WINTEG helped the organization reduce process friction, improve operational agility, and build a foundation for scalable automation.

With the rise of low-code tools and citizen development, programs like this will play a vital role in shaping digitally capable workforces that can innovate from within.

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