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

Invoice Processing Assistant

Sonata Software Ltd.

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