How to successfully plan a Power Automate project

Power Automate is a Microsoft tool that can automate certain tasks and let employees focus on the parts of their job they enjoy the most. Power Automate, previously know as Microsoft Flow also integrates different apps and services that weren’t previously able to.

Users can streamline tasks using MS Dynamics in a way that uses standard components and is entirely within an IT department’s control.

Creating a basic follow is very easy, however larger-scale projects require a high degree of planning and consideration. Flows will impact business-critical processes, so they must perform reliably and effectively.


Step 1: Pre-planning

Automating a process can be time consuming, so it is vital you don’t spend too much time creating the flow if it takes more time than it will save.

Take the time to understand the businesses process and its needs. What problem will automation solve? Who will use it? Why is it necessary? Most of the time you will find that Power Automate to be the best way to increase productivity , but the minority of the time your efforts may be best placed somewhere else.

Step 2: Designing

Start to design the basic processes on paper, what automation to apply and in what areas. Check whether you can use existing connectors or whether a custom one is required.

You can also decide the triggers that you use to start the automation. They could be manual, automated or scheduled.

You want your flow to be separated into sub-flows. Go into as much detail as possible, in these sub-flows – defining authentication methods, UI elements etc.

Step 3: Creation

With your flow now designed in great detail, now you can create it in Power Automate. With adequate planning and designing this shouldn’t be a difficult process.

Step 4: Testing

You should test each possible outcome multiple times so that you can be confident that it will provide the correct result each time. You can document your testing process to make sure it behaves as it should once deployed.

Once the results have been verified via systematic testing, you can run a final check with end-users. There’s a good chance they’ll be able to provide valuable feedback to further improve it.

Step 5: Deployment

With everything accounted for, you can deploy your flow to a live environment. However, this should be done in stages rather than all at once. You want to ensure that it functions at scale and that it doesn’t cause disruption to the business as the old system is replaced. Test with a small number of users first and check that they had no issues. Then, and with proper training, roll it out to a wider audience.

With everything taken into consideration, you can deploy your flow. This should be done in stages rather than all in one go. You want to make sure that it doesn’t cause disruptions to the business as the old system is replaced. Maybe test with  small amount of users first and ensure there are no issues. Then you can feel comfortable when rolling out to a wider audience.

Once you have deployed your flow, you can make use of the analytics section review your flow. This will help you improve the efficiency of your flow.

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