Karen Bashaw Consulting Plans

Many organizations don’t have an in-house application developer — and that’s where I come in. Each plan begins as a consulting partnership designed to reduce manual work, improve communication flow, and create systems that save hours every week. Together, we identify what’s slowing your team down, then build practical, sustainable solutions you can manage confidently going forward.

Purpose:
For small organizations or nonprofits ready to take their first step toward automation or process improvement. The focus is on quick wins — replacing manual steps with simple, effective workflows that save time and reduce errors.

What’s Included:
This plan begins with a discovery session to identify one area where automation or streamlining will have the most impact. Typical projects include automated email routing, form submissions, or approval notifications.
Once the automation is built and tested, you’ll receive a guided handoff session to ensure your team understands how to manage and adjust it confidently. A 30-day follow-up session provides additional support and small refinements if needed.

Best For:
Small businesses, local offices, or nonprofit organizations that are new to automation or want to replace one repetitive process with a more efficient system.

Purpose:
Designed for organizations ready to integrate automation into multiple processes or expand what’s already working. This plan provides continuity, structure, and a stronger foundation for connected systems.

What’s Included:
Includes a dedicated monthly consulting rhythm to design, build, and refine automations or dashboards. Typical deliverables may include new Power Apps, Power Automate flows, or a light Power BI dashboard to visualize workflow performance.
Training and live walkthroughs are included with every implementation so staff can use and maintain each tool effectively. Clients receive ongoing feedback sessions to evaluate progress and identify new opportunities for improvement.

Best For:
Organizations that already have one or two automations in place and are ready to expand, connect data sources, and improve visibility across departments.

Purpose:
For organizations seeking a high-touch partnership to connect systems, integrate dashboards, and develop scalable automation strategies. This plan offers the most comprehensive consulting experience and priority scheduling.

What’s Included:
The Premium Plan provides continuous development and improvement across multiple teams or departments. Deliverables often include full workflow automation, multi-data-source dashboards, or integrated solutions with Microsoft Teams or ERP systems.
Each project includes strategy sessions, documentation, and team training to ensure sustainable adoption. You’ll also receive ongoing advisory support and recommendations for long-term system growth.

Best For:
Established organizations or multi-department teams that want a unified data environment, real-time visibility, and proactive consulting for continued optimization.

• Custom Power Apps: Build mobile or desktop tools for data entry, internal requests, or form-based workflows.
• Power Automate Flows: Create advanced automations that handle approvals, notifications, or recurring reports.
• Excel / VBA Tools: Automate repetitive tasks or consolidate data while staying in the familiar Excel environment.

• Power BI Dashboards: Create live, interactive dashboards connecting data from multiple systems.
• Automated Reporting: Generate scheduled updates for leadership or board review.
• Performance & KPI Visualization: Highlight trends and measurable impact at a glance.

• API or ERP Connections: Enable seamless communication between your business systems.
• Microsoft Teams Integration: Connect Teams with SharePoint, Power Automate, or Power BI dashboards.
• Process Syncing: Ensure your SharePoint, Outlook, and Power Platform tools all work together smoothly.
• AI Integration & Company Bots: Implement AI tools to improve communication and reporting.
  Build secure Copilot Studio company bots for internal support, data lookups, or workflow automation — helping your team save time, reduce errors, and focus on high-value work.

• SharePoint Site Design: Build structured, branded sites for internal collaboration or document control.
• Permissions & Security Setup: Configure access, workflows, and storage safely and efficiently.
• SharePoint Management: Provide ongoing maintenance and optimization of existing environments.

• Staff or Leadership Training Sessions: Hands-on learning for using or maintaining new tools.
• Process Documentation: Clear, easy-to-follow guides for every implementation.
• Workshops on Automation Strategy: Team sessions to identify additional efficiency opportunities.

At Karen Bashaw Consulting, every project is built on partnership. Whether you’re introducing your first automation or integrating complex systems, you’ll receive hands-on guidance, clear communication, and measurable results designed to strengthen your organization from the inside out.

Our automation and data solutions help reduce repetitive work, save valuable time, and cut costs—so your team can focus on what matters most: serving clients, growing your business, and making a lasting impact.