Real World Automation Solutions
“Automate the boring” These are just a few of the unlimited automation opportunities. These are here to help spark ideas for areas of needs within your organization. We take a focus on providing solutions to users where they have can have control of various variables, without having to be technical savvy and never have to interact with code.
CDRL Delivery
Applicable for both government and commercial industries. Ideal for situations where documents (such as CDRLs, meeting materials, etc) need to be delivered on a regular basis to a customer or other entity. Utilizing automation, we are able to take out the need for a user, and provide consistency and accuracy with every delivery. Implementation usually involves a drop box, automation handling, and an automated email notification. An approval process can even be implemented, automatically, to ensure compliance and consistency. Allows for traceability and auditable delivery records.
Scheduled Reminders
Automated scheduled reminders streamline communication and task management by leveraging a shared calendar system integrated with workflow automation tools like Power Automate. This solution allows users to create, modify, and manage reminders directly through a centralized calendar interface—such as Outlook or SharePoint—without needing to interact with any code. Once configured, the automation monitors the calendar for upcoming events and triggers timely email or Teams notifications to relevant stakeholders. This ensures that deadlines, deliverables, and critical updates are never missed, while also empowering non-technical users to fully control and update reminders through an intuitive, no-code interface.
Opportunity Filtering
Tired of the email flood of incoming contracting opportunities? Opportunity Filtering is an automation solution designed to reduce the noise from the overwhelming influx of contract opportunity emails by automatically scanning, categorizing, and filtering incoming opportunities based on predefined keywords, agency interests, contract vehicles, and stakeholder priorities. This system routes only the most relevant and actionable opportunities to the appropriate team members, ensuring they don’t waste time sifting through irrelevant solicitations. For non-technical users, this adds immediate value by cutting through the clutter—delivering clean, easy-to-read summaries of only what matters to them, without requiring them to understand or manage complex search agents or platforms like SAM.gov or GovWin.
Software Delivery
Software Delivery Automation streamlines the end-to-end process of deploying software across environments, reducing manual intervention, errors, and delivery time. By leveraging tools like Power Automate, SharePoint, and version control integrations, this automation ensures consistent packaging, approval routing, delivery traceability, and delivery of software artifacts to stakeholders or government platforms. It enhances traceability, enforces compliance with contractual milestones (e.g., CDRLs), and improves overall efficiency in regulated development environments.
Invoice / Spend Plan Delivery
An automated invoice delivery and receipt process streamlines how invoices are sent, received, and tracked by leveraging tools like Power Automate and SharePoint. When a new invoice is submitted—whether by email, SharePoint form, or upload—it is automatically routed to the correct internal team or approver based on predefined rules (e.g., vendor, contract number, task order). The system generates email notifications to relevant staff, providing clear visibility without manual forwarding or monitoring shared inboxes. This automation eliminates missed invoices, reduces processing delays, and ensures accountability. For non-technical users, it simplifies operations by removing the need to navigate complex systems—notifications arrive directly in email with clear instructions or approval links, allowing them to act quickly and confidently without needing IT support.
Automated Archiving
Automatically stores and organizes finalized documents, deliverables, or outdated records into structured archive folders (e.g., by contract, project, or fiscal year) within SharePoint or other secure storage. Can include retention policies, metadata tagging, and version-locking.
Benefit: Reduces manual filing tasks, ensures compliant long-term storage, improves audit readiness, and allows users to focus on current work while maintaining access to historical data.