Step-by-step automation guides for financial services, healthcare, insurance, and enterprise workflows. Each guide covers what the manual process looks like today, what the automated version looks like, where humans stay in the loop (HITL checkpoints), and what time and cost savings to expect.
These are implementation guides, not pitch decks. If a workflow has limitations or common failure modes, we say so. See also our industry pages for sector-specific context.
Configure CloudCheckIn for multi-location offices by adding each site as a named location, drawing a geofence boundary per site, and assigning role-based access. Every office then reports presence…
Read guideTo connect Power Automate to a custom .NET API, build a Custom Connector using the API's OpenAPI definition and Entra ID OAuth for auth. Flows can then call…
Read guideAI agent escalation rules define exactly when your agent stops processing and routes a case to a human instead of guessing. Follow this guide, part of the QServices…
Read guideA .NET modernization cost estimate gives you a defensible budget range before you commit to a rewrite or Azure migration. This guide, part of our technical guides series,…
Read guideTo migrate a legacy .NET app to Azure, you move your .NET Framework codebase to App Service, Azure SQL, and Key Vault using a strangler-fig pattern that routes…
Read guideA Copilot Studio audit trail is a structured, tamper-resistant log of every prompt, agent response, tool call, and data source read your agent produces. Follow this guide to…
Read guideSetting up compliance visitor check-in on Azure means deploying CloudCheckIn from the Azure Marketplace, configuring geofences and role-based access controls, then replacing your paper register with a digital…
Read guideSprint time reports in Azure DevOps give your team a factual record of hours spent against planned work each iteration. Install the free TimeTrack widget, scope it to…
Read guideTo track developer hours against Azure DevOps work items, install TimeTrack, a free QServices extension that adds a time-entry panel directly inside every work item. Developers log a…
Read guideInternal knowledge search in healthcare cuts time-to-answer from 20 minutes to under 2 minutes. It is an AI-driven retrieval system that unifies clinical policies, compliance guides, and payer…
Read guideInternal knowledge search automation cuts answer time for higher education staff from 20 minutes to roughly 2 minutes. It is a retrieval and synthesis workflow that indexes an…
Read guideInternal knowledge search automation cuts time-to-answer from 20 minutes to 2 minutes for law firms. It is AI-driven retrieval that surfaces sourced answers from iManage, NetDocuments, and SharePoint…
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