Overview
This professional services engagement helps organizations get started with and extend their use of Power Apps and Copilot Studio by designing, implementing, and optimizing an AI-powered Severance Processing Assistant tailored to their HR and Finance workflows. Built using Microsoft Power Apps, Copilot Studio, Dataverse, and Microsoft Teams, our services guide customers through the end-to-end adoption of agentic automation for severance management, from initial design to deployment and ongoing optimization. Through this engagement, customers receive expert guidance to:
- Design and configure Copilot Studio agents for severance processing scenarios
- Implement automated workflows across HR, Legal, and Finance using Power Apps and Power Automate
- Centralize severance data using Microsoft Dataverse
- Integrate Copilot experiences within Microsoft Teams
- Ensure compliant, accurate, and auditable severance payouts
Our professional services help customers both get started with Power Apps and Copilot Studio and extend existing implementations by:
- Conducting discovery and solution design workshops
- Configuring Power Platform environments and security
- Building and customizing Copilot Studio agents and Power Apps workflows
- Integrating enterprise data sources and line-of-business systems
- Transferring knowledge and best practices to internal teams This is ideal for HR and Finance organizations seeking to accelerate workforce transition processes while establishing a scalable, extensible foundation on Microsoft Power Apps and Copilot Studio.
Challenges
- Severance approval is manual and fragmented across HR, Legal, and Finance teams
- No centralized tracker for employee eligibility, approvals, accruals, and payouts
- Multiple review cycles create delays, rework, and data inconsistencies
- Heavy dependency on spreadsheets and emails, making reconciliation difficult
- High risk of compliance gaps and payout errors due to manual updates
- Limited auditability and traceability of decisions and approvals
Key capabilities
- Centralized AI-powered Severance Tracker built on Dataverse as a single system of record
- Copilot-driven data intake via Excel upload directly from Microsoft Teams
- AI-orchestrated HR → Finance workflows with automated handoffs and approvals
- Finance Copilot for severance accrual calculations using business rules
- Automated notifications and approvals via Teams Adaptive Cards and Outlook These capabilities are tailored to customer requirements and existing Power Platform environments.
How it works
- HR initiates a new severance project via Copilot and uploads the impacted employee list (Excel/CSV) through Microsoft Teams
- Copilot validates employee data against HR sources and automatically creates a centralized Severance Tracker
- HR updates notification dates, separation details, and missing fields directly in the tracker or via Excel upload
- Copilot routes the severance project to HR Business Leader for review and approval via Teams notifications
- Upon approval, Copilot calculates severance accruals using configured business rules and generates an accrual master listing
- Finance reviews accrual summaries and Copilot generates Journal Entry (JE) output in CSV format
- HR and Finance query severance status, costs, approvals, and summaries using natural language
Business impact
- Reduced manual effort across HR and Finance operations
- Faster severance processing cycles, minimizing delays in approvals and payouts
- Improved financial accuracy through automated accrual calculations
- Stronger compliance and audit readiness with end-to-end traceability
- Improved collaboration between HR and Finance through a shared platform
- Faster month-end close with structured, review-ready accruals and summaries
Who benefits
- HR analyst
- HR business lead (HRBL)
- Finance analyst/finance users
- All authorized users (RBAC)
Sales enquiry
Write to us: partnerupdates@sonata-software.com