Describe journeys before tools
List users, tasks, documents and approvals. The Folio and Relay demos show examples of roles and corrections to define before choosing a platform.
Power Platform or custom development: scope the decision
Start with workflows, access, connections and total cost.
Questions to examine
Compare constraints
Identify systems to connect, hosting requirements and access needs. Define which data can leave a system and how failures will be handled.
Compare total cost
Compare retained licences, delivery, integrations, operation and maintenance. The optimisation simulator lets you change these assumptions and can also show a more expensive scenario.
Test a useful slice
A prototype helps verify a journey with teams. It does not by itself prove security, performance or production integrations: those checks still need to be planned.
BUILD WHAT COMES NEXT
Discuss your needs
An initial conversation to understand your workflow, constraints and a useful next step.