Workflow Automation for UK Teams

FlowLedger is Bernalo’s workflow automation practice — helping organisations replace fragile spreadsheets and manual processes with secure, auditable Microsoft 365 workflows.

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If your team relies on Excel, this will sound familiar

Multiple people editing the same spreadsheet
“Who’s using this row?” confusion
Data overwritten or duplicated
Slow searches on large files
No reliable audit trail
Work grinding to a halt when one file breaks

These problems don’t mean your team is doing anything wrong — they mean the tools are being stretched beyond what they were designed for.

A safer way to run everyday operational work

We migrate critical Excel-based processes into structured Microsoft 365 workflows using SharePoint Lists, Power Automate, and role-based access controls.

What changes

Data moves from files into SharePoint Lists (records, not rows in a spreadsheet)
Records can be marked “in use” to prevent double-handling
Changes are tracked automatically (audit trail)
Access is controlled by role
Processes run consistently, every time

What stays the same

Your team stays in Microsoft 365
No unnecessary tooling or platform sprawl
Low disruption to day-to-day operations
Clear handover and documentation

What we typically deliver

Excel → SharePoint List migration
Column and data model setup (including choice/lookup fields)
Row locking / “in-use” logic
Power Automate workflows (approvals, notifications, status changes)
Permissions & access rules
Audit and change tracking
Documentation + walkthrough for users

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Who we work with

UK SMEs
Local authorities
Housing associations
Care and support services
Regulated or audit-sensitive teams

Especially teams who want improvement without disruption.

Want to see if this applies to your team?

If you’re struggling with a spreadsheet or manual process, we’re happy to take a look and give a straight answer.

Contact Bernalo Ltd
Workflow Automation – FlowLedger

Email: hello@bernalo.com
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