Process and Improvement

Business Process Improvement & Workflow Automation Services

LumiBI provides expert guidance to help organizations optimize workflows, manage sprints, and automate repetitive processes — leading to improved efficiency, lower costs, and faster results.

Whether you’re a growing business, a government agency, or a tech-forward startup, we support your team with strategic process improvement consulting and low-code automation that aligns with your unique goals.

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What we do

We help identify inefficiencies, redesign business processes, and implement tools to streamline daily operations.

Our Process Optimization & Automation Services Include:

Agile Sprint Planning and Workflow Management

Support Agile teams with sprint planning, backlog refinement, and retrospectives

Implement tools like, Azure DevOps, and Jira

Provide Certified Scrum Product Owner (CSPO) leadership for digital teams

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Workflow Automation Strategy

Identify automation opportunities in forms, approvals, data entry, and handoffs

Design automation flows using Power Automate, Logic Apps, or RPA

Integrate with your systems (Power BI, SQL, Excel, SharePoint, APIs)

Business Process Optimization (BPO)

Evaluate current-state workflows and process inefficiencies

Facilitate gap analysis, stakeholder interviews, and root cause assessments

Recommend process redesigns aligned to performance and compliance goals

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SOP Documentation and Training

Create user-friendly standard operating procedures (SOPs)

Develop process maps, swimlanes, and handover documentation

Offer live or self-paced training for long-term adoption

Why Choose LumiBI for Process Improvement?

20+ years experience in BI, workflows, and digital transformation

Certified Scrum Product Owner (CSPO)

Expertise in Power Platform, Agile tools, and low-code automation

Woman and Minority Owned | SAM Registered | WOSB (in progress)