Consulting Services
Microsoft 365
Workflow Automation
Dynamics GP & Business Central
Consulting Services That Help Your Business Branch Out
Your business deserves solutions that grow with you. Whether it’s modernizing your ERP system, automating manual workflows, or building dashboards that turn data into decisions, our consulting services provide the strong roots and smarter branches your business needs to thrive.
Turning Complexity into Growth.
Consulting isn’t just about fixing problems — it’s about planting the right seeds, strengthening your roots, and helping your branches reach further than you thought possible. In today’s fast-moving world, too many businesses invest in powerful tools like Microsoft 365, Dynamics, and automation platforms but never tap their full potential. That’s like having fertile soil but never planting a tree. These consulting services ensure your technology doesn’t just sit unused — it becomes a living system that stabilizes your foundation, feeds your growth with insights, and branches out into new opportunities. I don’t just implement tools; I cultivate growth so your business can stand tall, weather storms, and thrive for years to come.
- Microsoft 365 tenant setup & administration
- Microsoft Teams deployment & adoption strategies
- SharePoint document management & collaboration setup
- OneDrive for Business integration & migration
- Outlook productivity optimization & training
- Security & compliance setup in Microsoft 365
- Intune device management setup (policies, enrollments)
- Microsoft Bookings implementation for client scheduling
- Microsoft Forms & survey automation
- M365 license optimization & cost management
- ERP needs assessment & migration planning
- Dynamics GP to Business Central migration support
- Chart of accounts restructuring
- Financial module setup (AP, AR, GL, FA)
- Project Accounting configuration & reporting
- Customizations with SmartList Builder & Excel Report Builder
- Workflow approvals setup in GP/BC
- Integration with Power Platform tools
- Ongoing ERP support & training
- Data cleanup & migration services
- Power Automate flow design for approvals (invoices, expenses, tasks)
- Automating recurring tasks (Planner, To Do, Lists)
- Data integration between Microsoft 365 apps (Teams, Outlook, SharePoint)
- Automating email notifications & reminders
- Document automation (approvals, storage, tagging)
- Building low-code apps in Power Apps for custom workflows
- Integration with third-party apps (e.g., Salesforce, Dropbox, Slack)
- Process audits to identify automation opportunities
- Governance & best practices for Power Platform adoption
- Citizen developer training for Power Automate
- Power BI dashboard design & implementation
- Custom KPIs & metrics development
- Data modeling for Power BI
- Connecting ERP data to Power BI
- Automating data refresh & reporting schedules
- Executive dashboard creation for decision-makers
- Training teams on using Power BI
- Excel Power Query & Power Pivot consulting
- Advanced Excel reporting automation
Pain points stunting growth.
Businesses often discover their pain points when growth feels harder than it should — when manual processes slow them down, when systems don’t talk to each other, or when reports don’t provide the clarity needed to make confident decisions. These challenges are like weak spots in a tree: tangled roots that restrict stability, broken branches that can’t reach their full potential, or leaves that don’t get the nourishment they need. At Grow With Lowe, these problems aren’t frustrations — they’re opportunities. Just as a gardener takes joy in pruning, nourishing, and guiding a tree back to health, I find joy in untangling messy processes, strengthening foundations, and building smarter branches that help businesses stand taller and thrive.
Missed Deadlines
Teams rely on sticky notes, spreadsheets, or memory instead of Microsoft Planner or To Do for task
Manual Invoice Approvals
Teams waste hours emailing invoices around for approval instead of using automated workflows.
File Management
Important documents are scattered across desktops, email attachments, and shared drives — instead of centralized in SharePoint/OneDrive.
Underused Licenses
Companies pay for Teams, Planner, and Power Automate but only use Outlook and Word.
Slow Reporting
Managers wait weeks for financial reports that could be automated with Power BI dashboards.
Inefficient ERP Systems
Businesses stuck on outdated Dynamics GP setups that make processes clunky and reporting limited.
Compliance Anxiety
Businesses dread audits or tax season because their books and processes aren’t organized or automated.
Employee Resistance
Staff push back on new systems because they’ve never been properly trained or supported.
Lost Time
Teams spend hours each week chasing updates that could be streamlined with Teams, shared dashboards, or automated reminders.
Data Silos
Sales, finance, and operations each keep their own spreadsheets, creating mismatched numbers and confusion.
From Roots to Results
Successful consulting starts with listening and ends with growth. My approach is rooted in understanding your business challenges and branching out into solutions that are practical, scalable, and empowering for your business.
Discover the Roots
I begin by digging deep to understand your current systems, processes, and pain points — the “roots” that support your business today.
Strengthen the Foundation
Next, I stabilize what’s already in place, making sure your financials, tools, and workflows are accurate, secure, and reliable.
Design Smarter Branches
I create tailored solutions — whether that’s automation, reporting dashboards, or ERP optimization — that help your business expand outward and upward.
Empower Your People
I provide the right tools, training, and support so your team feels confident using new systems without relying on outside help for every change.
Grow for the Future
Finally, I set you up for scalable, future-ready growth, ensuring your solutions evolve as your business does.
Thank you for visiting my Consulting Services page. At Grow With Lowe, I am honored you are considering me as a partner in your business journey. I know your time is valuable, and I do not take lightly the trust you place in those who help shape your future. My goal is simple: to listen, understand your challenges, and provide solutions that give your business stronger roots and smarter branches or should I say, “work smarter, not harder”. Whether you’re here to explore Microsoft 365, Dynamics, automation, or reporting, I am grateful you’ve taken the first step — and I am excited to show you how I can help your business grow.
Grow With Lowe
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