Consulting

Whether you’re working through a technical problem, planning a new solution, or looking for a better way to manage an existing business process, a consultation gives you time to work through your situation with me directly.

You don’t need to have a specific technology or solution in mind. We can start by discussing how your current process works, what you’re trying to accomplish, and which approaches might best meet your needs.

Length and price

A consultation is 60 minutes and costs $300 per session.

Schedule a consultation

The link opens Calendly, where you can choose an available time.

The fee is charged when you book, and cancellations by you are non-refundable, subject to applicable law.

Consultations are held by video conference. Your booking confirmation includes the meeting link and instructions for joining. Sessions may be recorded and transcribed with Calendly Notetaker, which can also create AI-assisted notes, but only if everyone present agrees aloud at the start, before Notetaker joins. The box you tick when you book confirms only that you understand this. It isn’t permission to record, and you can ask for an unrecorded consultation at the same fee. The Consultation Policy covers payment, cancellation, rescheduling, recording, and refunds.

What I can help you with

• Business process review and improvement: Understanding your current workflows, identifying inefficiencies or unnecessary steps, and exploring ways to improve how work gets done.
• Solution planning: Translating your business goals and requirements into a practical approach, including determining whether existing Microsoft tools can meet your needs.
• Power Platform development: Planning or working through Power Apps, Power Automate, Dataverse, and related solutions.
• SharePoint and Microsoft 365: Designing lists, libraries, forms, permissions, and processes that support how your organization works.
• Existing solution reviews: Reviewing an app, automation, dashboard, or business process to identify possible improvements or address limitations.
• Troubleshooting: Investigating errors, unexpected behavior, formulas, configuration issues, and other technical problems.
• Architecture and design decisions: Comparing approaches, discussing tradeoffs, and identifying potential issues before investing time in development.
• Next steps and implementation planning: Identifying practical actions you can take to move your project forward.

Understanding and improving your process

Not every business problem starts with a technical solution.

You may have an existing process that involves spreadsheets, emails, manual approvals, repeated data entry, or several systems that don’t work well together. You might know the process needs improvement without knowing exactly what to change.

We can work through how that process operates today, where problems occur, and what you want the improved process to accomplish.

From there, I can help you evaluate potential approaches, including simplifying steps, improving how information is collected or shared, using existing Microsoft 365 capabilities, or developing a more customized solution with the Power Platform.

The goal is to identify an approach that fits your requirements, available technology, and the people who will use it, rather than introducing unnecessary complexity.

What to expect

During our 60-minute session, we’ll focus on your questions, review the information you’ve provided, and work toward practical solutions or recommendations.

Depending on your needs, this might involve troubleshooting a particular issue, discussing an application’s design, reviewing an existing process, or identifying possible improvements and implementation options.

Some issues can be resolved during the consultation. More complex problems may require additional investigation, planning, or development work.

If additional assistance is needed, we can discuss follow-up consultations at a reduced rate. More extensive development or implementation work can also be discussed separately. We’ll agree on the scope and pricing before any additional work begins.

Preparing for a session

Sharing relevant materials ahead of time helps me understand your situation and make better use of our meeting.

After booking, I can provide a private file-upload link for any documents you’d like me to review before our consultation. Uploading documents is optional.

Useful materials include:

• Screenshots of applications, workflows, or errors
• Business requirements and desired outcomes
• Descriptions of existing processes and known problems
• Process diagrams or workflow documentation
• Power Apps formulas or Power Automate expressions
• Other documentation relevant to your questions

If your consultation involves process improvement, it can also help to think about how the process works today, which steps cause the most difficulty, and what a successful outcome would look like.

Please don’t submit passwords, API keys, authentication tokens, or other credentials. If you need to share confidential information, contact me first so we can agree on an appropriate way to handle it.

You can reach me at travis@officesolutions.pro.

Schedule a session

Ready to discuss your project, work through a technical issue, or explore ways to improve an existing process?

Schedule your 60-minute consultation