Severance Processing Assistant

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 inquiry Write to us: partnerupdates@sonata-software.com