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From Excel to AI: Automating at Enterprise Scale

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Manage episode 518770871 series 2936583
Content provided by Mark Smith [nz365guy]. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Smith [nz365guy] or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Get featured on the show by leaving us a Voice Mail: https://bit.ly/MIPVM

👉 Full Show Notes
https://www.microsoftinnovationpodcast.com/757
Discover how automation and AI are reshaping enterprise operations through the Microsoft Power Platform. Joe Leo shares real-world use cases, lessons from scaling automation across 10,000+ users, and insights into integrating RPA, Power BI, and AI for smarter business processes.
🎙️ What you’ll learn

  • Build scalable automation using Power Platform tools
  • Replace manual checklists with real-time digital workflows
  • Use canvas apps to improve data quality and reduce maintenance
  • Integrate RPA with model-driven apps for centralised control
  • Navigate career shifts and personal branding in a competitive tech market

Highlights

  • “Macros were the way to automate work before Power Platform.”
  • “We had over 10,000 licenses… scaling to 100,000 users.”
  • “Cleaning logs on a clipboard became a canvas app with photo uploads.”
  • “200 Excel files emailed weekly—now replaced by a single app.”
  • “We deployed to 1,000 users in two weeks during COVID.”
  • “We created a model-driven app as a control station for automation.”
  • “Instead of inbox triggers, we used canvas apps to cleanse data.”
  • “Maintenance is the hidden cost—bots went offline mid-process.”
  • “Power apps are agile—changes deployed during a single call.”
  • “LinkedIn job posts get 100+ applicants in 15 minutes.”
  • “You’ve got to articulate your brand in a few minutes.”
  • “You can’t just build, deploy and forget—maintenance is ongoing.”

🧰 Mentioned

Keywords
automation, power platform, canvas apps, model-driven apps, power automate, rpa, ai integration, business process, power bi, data quality, career branding, enterprise tech

Microsoft 365 Copilot Adoption is a Microsoft Press book for leaders and consultants. It shows how to identify high-value use cases, set guardrails, enable champions, and measure impact, so Copilot sticks. Practical frameworks, checklists, and metrics you can use this month. Get the book: https://bit.ly/CopilotAdoption

Support the show

If you want to get in touch with me, you can message me here on Linkedin.
Thanks for listening 🚀 - Mark Smith

  continue reading

Chapters

1. From Excel to AI: Automating at Enterprise Scale (00:00:00)

2. From Excel Macros to Power Platform (00:00:23)

3. Scaling Automation to 100,000 Users (00:05:14)

4. Turning Clipboards into Canvas Apps (00:06:28)

5. Real-Time Insights with Power BI (00:09:14)

6. COVID Response in Two Weeks (00:12:21)

7. Mission Control for Automation (00:13:17)

8. Personal Branding in a Tough Market (00:24:51)

759 episodes

Artwork
iconShare
 
Manage episode 518770871 series 2936583
Content provided by Mark Smith [nz365guy]. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Smith [nz365guy] or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Get featured on the show by leaving us a Voice Mail: https://bit.ly/MIPVM

👉 Full Show Notes
https://www.microsoftinnovationpodcast.com/757
Discover how automation and AI are reshaping enterprise operations through the Microsoft Power Platform. Joe Leo shares real-world use cases, lessons from scaling automation across 10,000+ users, and insights into integrating RPA, Power BI, and AI for smarter business processes.
🎙️ What you’ll learn

  • Build scalable automation using Power Platform tools
  • Replace manual checklists with real-time digital workflows
  • Use canvas apps to improve data quality and reduce maintenance
  • Integrate RPA with model-driven apps for centralised control
  • Navigate career shifts and personal branding in a competitive tech market

Highlights

  • “Macros were the way to automate work before Power Platform.”
  • “We had over 10,000 licenses… scaling to 100,000 users.”
  • “Cleaning logs on a clipboard became a canvas app with photo uploads.”
  • “200 Excel files emailed weekly—now replaced by a single app.”
  • “We deployed to 1,000 users in two weeks during COVID.”
  • “We created a model-driven app as a control station for automation.”
  • “Instead of inbox triggers, we used canvas apps to cleanse data.”
  • “Maintenance is the hidden cost—bots went offline mid-process.”
  • “Power apps are agile—changes deployed during a single call.”
  • “LinkedIn job posts get 100+ applicants in 15 minutes.”
  • “You’ve got to articulate your brand in a few minutes.”
  • “You can’t just build, deploy and forget—maintenance is ongoing.”

🧰 Mentioned

Keywords
automation, power platform, canvas apps, model-driven apps, power automate, rpa, ai integration, business process, power bi, data quality, career branding, enterprise tech

Microsoft 365 Copilot Adoption is a Microsoft Press book for leaders and consultants. It shows how to identify high-value use cases, set guardrails, enable champions, and measure impact, so Copilot sticks. Practical frameworks, checklists, and metrics you can use this month. Get the book: https://bit.ly/CopilotAdoption

Support the show

If you want to get in touch with me, you can message me here on Linkedin.
Thanks for listening 🚀 - Mark Smith

  continue reading

Chapters

1. From Excel to AI: Automating at Enterprise Scale (00:00:00)

2. From Excel Macros to Power Platform (00:00:23)

3. Scaling Automation to 100,000 Users (00:05:14)

4. Turning Clipboards into Canvas Apps (00:06:28)

5. Real-Time Insights with Power BI (00:09:14)

6. COVID Response in Two Weeks (00:12:21)

7. Mission Control for Automation (00:13:17)

8. Personal Branding in a Tough Market (00:24:51)

759 episodes

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