| Process assessment | Current workflow, pain points, volumes, exceptions, controls, systems, and suitability | Assessment document and process map | Discovery | Interviews, samples, metrics, policies |
| Automation backlog | Priorities, value, feasibility, risk, dependencies, and recommended sequence | Register or roadmap | Planning | Business priorities and constraints |
| Solution design | Flow architecture, connectors, environments, identities, data path, errors, and monitoring | Design document and diagrams | Design | Architecture and security decisions |
| Configured workflows | Cloud flows, desktop flows, child flows, approvals, integrations, and reusable components | Power Platform solution and source assets | Build | Licenses, access, test accounts |
| Test evidence | Functional, exception, permission, integration, regression, and user-acceptance results | Test cases and defect log | Quality assurance | Expected results and UAT participation |
| Deployment package | Environment variables, connection references, release steps, rollback, and validation checks | Solution package and release checklist | Launch | Production approvals and owners |
| Operating documentation | Ownership, support, monitoring, incident, exception, change, and recovery procedures | Runbook and support guide | Handover | Support roles and escalation paths |
| Training and support | Maker, administrator, owner, and user guidance plus agreed support coverage | Sessions, guides, and service reports | Adoption and operations | Attendees, schedules, feedback |