Additional Areas of Expertise

Microsoft Power Platform

Marketing Automation

Data Visualization & Dashboarding

Change Management

Business Intelligence

Enterprise Data Management

Advanced Analytics & ML

CRM Automation

QuoteWizard Case Study


The Project

Streamlined and automated  the employee onboarding and offboarding process for QuoteWizard, allowing them to free bandwidth for existing team members.

Technologies Used

The Results

Affirma's custom onboarding and offboarding solution will save QuoteWizard thousands of hours of manual HR and IT work alone and will allow for continual growth towards efficiency and productivity.

SharePoint List (EmployeeOffBoarding)

PowerApps (Canvas App)

Power Automate (Flows)

Microsoft Azue

Microsoft Teams

Microsoft Office 365

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Kaiser Permanente Case Study


The Project

We built out a SharePoint data mart application for Kaiser Permante, allowing them to create, access, and store sensitive records securely and efficiently

The Process

The Results

Created workstreams across multiple Affirma teams

Analyzed and converted Kaiser's prototype platform

Designed a data mart solution for sensitive data

Created a cross-functional Sharepoint application


Kaiser Permanente received a cross-functional enterprise SharePoint application both on-time and on-budget thanks to Affirma.

"Affirma is an outstanding firm with a solid team. They have a deep technical understanding of solution development that can help clients understand how to enhance their business processes and harness opportunities through technology."

- Value Management Strategies, Inc

"Not only is Affirma a Strategic Development Partner, they also teach and guide us as a company. With a partnership like that, it leaves us both with endless future opportunities."

- Healthcare Resource Group

Industry leaders are talking about Affirma.

"Affirma is always on time, explains every detail so there are no surprises and the entire team is a pleasure to work with."

Microsoft

Common Use Case Automation Solutions:

PTO Requests

Offboarding Processes

New Hire Onboarding

Purchase Order Forms

New Case Submissions

Approval-Based Processes

Employee Resources

Inventory Management

Enterprise Process Automation Consulting.

Workflow Automation

Robotic Process Automation

Marketing Automation

Sales Automation

Finance & Accounting Automation

Human Resources Automation

IT Automation




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Discover How Affirma's Expert Process Automation Team Drives Organizational Success.

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Marketing & Sales Automation

We develop custom CRM solutions, lead nurturing and lead scoring tools, streamlined data sharing systems, and scalable workflows that drive lead generation, increased ROI, quality conversions, shorter sales cycles, and an improved buyer's journey.

Accounting Automation

Affirma designs, develops, and implements custom accounting solutions that streamline your reporting processes, clean up your data, provide customization, and ensure reliable and innovative accounting automation training and support in the long run.

Human Resources Automation

We develop custom HR solutions that eliminate tedious manual systems. We automate employee onboarding and offboarding, expense requests, time entry and payroll systems, benefits enrollment, and more.

Affirma's Process Automation Experts Deliver Complex Automation Solutions Catered to Fit Your Team's Unique Needs

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Enterprise-level process automation consulting services backed by 20+ years of expertise. Our experienced teams of developers, engineers, and automation experts develop custom solutions to eliminate the need for the tedious manual processes that slow your team down and decrease ROI.

IT Automation

We design, develop, and implement custom IT solutions to oversee system check-ins, software updates, hacker prevention, storage management, and more - so your team can focus on more complex issues as they arise.