Services

At Bauer Automate, we possess a wealth of knowledge and experience in business process automation using the latest technologies with a proven track record of solving business problems across various industries. 
By partnering with us, you can leverage our expertise to tailor our personalized services to meet your specific business needs and goals. We are dedicated to fully understanding your industry and business environment to help you create new client experiences, generate more revenue, make informed decisions, and optimize efficiency while reducing in-house costs and achieving a positive return on our investment

Your dedicated service advisor will represent our values:
  • Collaboration - We believe it's critical to work together at all points in your project for inclusion of everyone to ensure comprehensive needs are met and exceeded through collaborative workshops, agile design, and frequent user review.
  • Transformation - Going paperless isn't easy, but we will guide you as your personal digital advisor on your journey into the modern workplace through training and organizational change management.
  • Optimization - After all of this work is completed, it's important to measure and build upon your success to continuously improve through other digital transformation initiatives through effective strategy and prioritization

As your trusted advisor, we will collaborate to achieve your digital transformation goals and optimize your businessOur services include:
  • Digital Audit and Advisory
    • Application review
    • Infrastructure audit
    • Intranet/employee portal design
    • Strategy and road-mapping as your Virtual IT Manager / Virtual CIO
  • Business Intelligence Dashboards
    • Power BI
    • Tableau
    • Zoho Analytics
  • Manual process automation through low-code workflows(examples below):
    • Approvals
    • AI document processing (automated scan to database)
    • e-Signature
    • Notifications
  • Paper form digitization and automation through low-code apps (examples below):
    • Custom calculators (financial, operational, quoting)
    • Defect/Incident reporting
    • HR On/Offboarding
    • Inventory and Ordering
    • Site inspection / workplace assessment
    • SharePoint Spaces
    • Time off request
    • Truck inspection

Microsoft 365 Audit

Identify opportunities for growth, areas of improvement and vulnerabilities to how you are using Microsoft 365. We provide valuable insights and up to date recommendations. We'll analyze and review detailed reports with you and provide recommendations to align you with best practices! 

Microsoft Consulting & Customization

Office 365 / Microsoft 365 Consulting (yes, they are different, and we'll happily help you understand which one you need)


We'll help guide to to leveraging the latest Office 365 / Microsoft 365 applications to grow your business and streamline your processes. We specialize in providing value out of the tools you already have!


  • Licensing Optimization
  • OneDrive/SharePoint Migration
  • Security optimization

Microsoft Training

We provide the education and training to your team members to use the Microsoft Tools. Change is difficult, but necessary to achieve goals. Our engagements are interactive and easy to understand for all types of learners. As a Microsoft Certified Trainer (MCT), we have access to deliver official courseware and also, we specialize in custom training to meet your requirements and accommodate your learning objectives!


  • Microsoft Certified Training & Official Microsoft Courses 
  • Basic Apps – Word, PowerPoint, Excel, OneNote, Outlook, Teams, etc
  • Advanced Apps – PowerApps, Power Automate, Power BI, Planner, Project, etc.
  • Something else in mind? Let's chat about custom courses to meet your needs!

Virtual CIO

Technology is uncomfortable as it is always updating and changing. Keeping up with the latest trends is a lot while running your day to day operations. We help provide technology strategy that aligns with your business goals and objectives. Let us bring the wealth of technology knowledge to help you stay competitive in today's market and provide more value to your stakeholders!

Infrastructure/Holistic IT Audit

Identify opportunities for growth, areas of improvement and vulnerabilities with all of your IT systems. We'll analyze and review your infrastructure and applications to remediate risks and optimize redundancies. We use state of the art tools and our in-house expertise to perform a detailed audit of your technology to provide you with strong recommendations to better leverage and optimize your existing IT investments. 


We want to enable you to focus more on enhancing value in your business while we take care of making sure you're up to date on best practices!

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