Software Development
Microsoft Suite
Ridge Theory designs, builds, and governs Microsoft solutions that remove friction in your operations so you can focus on running your business. We handle aspects such as assessments and architecture, Center of Excellence setup, environment strategy, and secure governance across Microsoft 365 and the Power Platform.
Services
Microsoft Products
Partner with specialists who make Microsoft work for you so you can focus on running your business. At Ridge Theory, many of our engineering talent come directly from Microsoft, itself and will work with you to implement real workloads with solutions such as:
- Power Automate cloud flows and RPA
- Power Apps on Dataverse
- SharePoint content services
- Microsoft Copilot and AI Builder for document processing
- Teams approvals
- Dynamics 365 and Azure integrations via Graph API and Azure Functions
- Analytics in Power BI with row-level security plus Microsoft Purview sensitivity labels and DLP.
We help our clients achieve...
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Shorter cycle times across core processes with targeted automation and orchestration.
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Higher data quality through validated inputs, governed schemas, and compliant storage.
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Automated compliance trails with audit-ready metadata, retention, and approvals.
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Executive-ready dashboards that surface KPIs, exceptions, and capacity in real time.
Backed by training, adoption programs, and managed support that keep your Microsoft stack healthy and scalable.
Microsoft Suite AI Capabilities
Discover how AI transforms Microsoft tools, unlocking automation, intelligence, and efficiency across your organization.
Power Automate
Intelligent workflow automation with AI-powered connectors
SharePoint
Smart content management with AI-enhanced collaboration
PowerApps
Low-code app development with embedded AI capabilities
Microsoft Copilot
AI assistant integrated across the Microsoft ecosystem
AI Capabilities That Transform Business
Explore how we can help you revolutionize your operations and decisions through Microsoft's cutting edge AI capabilities.
Document Intelligence
- Automated form recognition & data extraction
- Intelligent document classification
- OCR with 99.9% accuracy
- Multi-language support
Process Automation
- Predictive process analytics
- AI-based exception handling
- Dynamic workflow adaptation
- Real-time performance monitoring
Knowledge Management
- Automated content tagging
- AI search & recommendations
- Expert knowledge extraction
- Contextual delivery
Predictive Analytics
- Machine learning integration
- Trend forecasting
- Anomaly detection
- Custom AI models
Real-World Success Stories
See how the Microsoft solutions we build drive quantified results to our clients.
Tier 1 Manufacturer Manufacturing
Challenges & needs
- Manual visual inspection on 7 lines with inconsistent defect codes and no standard taxonomy.
- Images saved to USB cards and copied to a network share at end of shift. No near real time disposition.
- No statistical process control. Scrap and rework reasons typed into spreadsheets without validation.
- No lineage between inspection photos, traveler QR, and COA PDF. Audit findings cited missing traceability.
Solution build
- Power Apps canvas app for inspectors with offline sync to Dataverse. App scans traveler QR, applies a controlled defect taxonomy, and captures photos with annotations.
- AI Builder Object Detection trained on 1,800 labeled images for 11 defect classes. Returns confidence and bounding boxes for assisted decisions.
- Power Automate Desktop robot on a kiosk PC ingests new machine camera images, calls the AI model, and links results to the lot record.
- SharePoint document sets per lot. Cloud flows apply immutable file names and Microsoft Purview retention labels. COA PDFs auto-attached.
- Power BI dashboard with first pass yield, Cp and Cpk, and control charts. Teams alerts fire when a metric crosses 3 sigma. RLS by plant and line.
Results
- 85% faster QC cycle time per lot. 9 min to 1 min 20 sec.
- 22% less scrap and 31% less rework after 90 days.
- 0 audit findings across two ISO 9001 audits due to full lot lineage.
- 4 hours to 25 minutes average time to disposition a lot.
- New inspector ramp time cut from 3 weeks to 4 days.
Regional Health Network Healthcare
Challenges & needs
- Referral PDFs and faxes routed to shared inboxes. Staff retyped demographics into the EHR and created duplicates.
- Uneven booking across clinics. No proactive reminders or waitlist backfill.
- HIPAA investigations lacked a complete audit trail for outbound messages and edits.
Solution build
- AI Builder Form Processing extracts patient, referring provider, ICD-10, and priority from PDFs. A cloud flow writes structured entities to Dataverse and flags missing fields.
- Power Apps scheduling portal with role based access. Microsoft Copilot summarizes referral notes and suggests visit types for staff approval.
- Power Automate orchestrates reminders by SMS and email, manages confirmations, and runs a waitlist backfill that fills cancels by proximity and prep status.
- Microsoft Purview sensitivity labels and DLP on all referral docs. Every action logged to Dataverse audit tables.
- Power BI dashboard shows capacity, referral lag, and a no-show risk score using Dataflows ML.
Results
- Referral to scheduled visit median dropped from 6.2 days to 2.3 days.
- No-show rate improved from 14% to 6.5%. 1,100 extra kept visits per year.
- Staff handling time per referral down 58%. 2.1 FTE reallocated to care coordination.
- 95% field completeness and 100% audit traceability across all referrals.
- CAHPS scheduling satisfaction up 40%.
National Financial Services Firm Financial Services
Challenges & needs
- Quarterly compliance reports compiled from email threads and spreadsheets. Evidence links went stale.
- Attestations collected by email with no signer verification or reminders.
- No consistent sensitivity labels or retention. High discovery and leakage risk.
Solution build
- SharePoint workspace with content types for policies, controls, tests, and evidence. A flow creates a document set per quarter and preloads required folders.
- AI Builder classification tags uploaded files with Control ID, Owner, and Period. Metadata drives views and SLA timers.
- Power Automate approvals and attestations with e-sign connector, due date reminders, and escalation to risk owners in Teams.
- Microsoft Purview sensitivity labels, DLP, and retention rules applied to the library with auto labeling for PII and financial data.
- Power BI risk dashboard with control effectiveness, overdue attestations, and evidence completeness. RLS by business unit.
Results
- Report prep time cut from 3.5 weeks to 2.1 days.
- 0 missing evidence in external audit. Four straight quarters on time.
- Email volume for compliance work reduced 92%. Teams approvals provide a single trail.
- 100% attestations signed before deadline for four cycles.
- Control breaches detected on average 19 days earlier due to automated status and alerts.
Software Development
Check out more of our past work
Relevant projects
BTAP (Yakima Basin Fish and Wildlife Recovery Board)
Moved a Microsoft Access database to a Power Apps web application where partners edit and query recovery actions. Delivered with Code Upscale.
Veriloan
Banking sales software on the Microsoft stack that streamlines applications for personal loans, credit cards, auto loans and home loans. Delivered with Code Upscale.
Clinical Pathology
Converted Google Doc forms into automated workflows with Microsoft Forms and Power Apps, including a custom reports generator. Delivered with Code Upscale.
Presence
Took over a stalled Teams and Power Apps scheduling app with over a year of unresolved issues, and fixed date restrictions, calendar bugs, file display, email, admin settings and tooltips. Delivered with Code Upscale.
Common questions
Which Microsoft tools do you build with?
Power Apps, Power Automate, Microsoft Forms, SharePoint, Teams and Azure.
Can you move us off Access or spreadsheets?
Yes. For BTAP we moved an Access database to a Power Apps web application.
Do you work inside our Microsoft 365 tenant?
Yes. We build in your own tenant so you keep full ownership and control.
More answers on our FAQ page.