−94%
Policy data-entry error reduction after integration hardening.
OUR APPROACH
How We Work
We don't sell a platform. We solve the specific problems your operation has - with automation engineered for how you actually work.
Every business runs differently. The mortgage broker who needs carrier integrations has a different problem than the insurance agency drowning in renewal paperwork. We start by understanding yours, then we deploy the automation that actually fits.
Microsoft-native integrationsPower Automate & Teams automationNo lock-in, ever
Proof Strip
Platform outcomes with implementation evidence
4d → 6h
Mortgage approval cycle time compression with routed workflows.
−80%
Commission reconciliation workload reduction in FMO operations.
active
Workflow & RPA Automation
The repetitive processes your team does every day - approvals, routing, data entry, handoffs - running automatically, with rules you define and exceptions handled gracefully.
active
System Integration
Your systems talking to each other. AMS to CRM to carrier portal to accounting - one entry, everywhere it needs to go, no re-keying.
support
AI Document & Decision Automation
Documents classified automatically. Data extracted from PDFs without human review. Routing decisions made intelligently based on content, not just rules. AI doing useful work inside your existing workflows - not a chatbot.
active
Operations Dashboard
One place to see what's pending, what's stuck, and what needs attention. Your team manages operations from a single surface instead of six browser tabs.
support
Reporting & Alerts
Real-time dashboards that show how the business is actually performing. Automated alerts when something goes off track. No more Monday-morning surprise reports.
Platform Architecture
A connected operating layer, not a one-time project.
Every engagement produces production-tested components that connect into a single operational layer - each build accelerates the next.
Core layer
Workflow & RPA Automation
The repetitive processes your team does every day - approvals, routing, data entry, handoffs - running automatically, with rules you define and exceptions handled gracefully.
Why it compounds
Each engagement leaves behind reusable, production-tested infrastructure - not a disconnected project artifact. This layer connects with every other layer so the next build starts further ahead.
Solution families
Workflow orchestration
Higher throughput with fewer manual handoff failures.
Integration services
Trusted data flows across line-of-business systems.
Control planes
Faster interventions using live KPI and exception visibility.
How engagements compound
1
Fragmentation
Manual handoffs
Teams absorb system gaps as day-to-day operational work.
2
Visibility
Waste becomes visible
We measure process lag, queue depth, and error cost so the highest-ROI investments become obvious before we write a line of code.
3
Orchestration
System assembled
Workflows, integrations, and intelligence are engineered into one operational layer - replacing the patchwork.
4
Execution
Connected delivery
Solution components share data rails, automate decisions, and move operations in one coordinated flow.
5
Control
Predictable throughput
Operational systems enforce routing, approvals, and accountability by design.
Delivery Flow
Requirements to runtime, engineered end to end.
01
Discovery
Map workflows, systems, ownership, and constraints before writing production code.
02
System Design
API, integration, and security architecture are defined as a production blueprint before a line of code is written.
03
Engineering
Build and validate integrations, automation logic, and operator-facing workflows.
04
Go-Live & Handover
Deployment, handover, and training ensure your team operates on a working system from day one.
Technology Stack
What The Lobbi builds with.
Every tool in this stack is production-tested, Microsoft-native where possible, and selected because it integrates cleanly into your existing environment.
Applications
.NET 8 / C#Blazor ServerASP.NET Core APIsAzure Functions
Automation
Power AutomatePower AppsCopilot StudioAzure Logic Apps
Data & Intelligence
Azure SQLAzure Data FactoryPower BIAzure AI Services
Infrastructure
Azure Container AppsAzure App ServiceAzure Key VaultAzure Service Bus
Identity & Compliance
Microsoft Entra IDEntra B2CConditional AccessAudit Logging
Collaboration
Microsoft TeamsSharePoint OnlineMicrosoft Graph APIOutlook Connectors
The Engineering Layer
We start with the fastest approach. We go custom when your problem demands it.
Standard automation - Power Automate, Teams flows, SharePoint workflows, RPA bots. Fast to deploy, handles the majority of straightforward process automation. This is where most engagements start.
Where standard tools fall short - Complex conditional logic, compliance requirements, high-volume processing, multi-system integrations with edge cases. This is where most low-code projects stall.
Custom automation - Purpose-built for your specific problem. Governed, tested, production-grade. Used when your process is genuinely unique and no existing tool handles it properly. Not the default - the exception for when it's the right answer.
Architecture Philosophy
How we're different - and why it matters.
Most automation vendors solve one problem and leave. We build each automation so it connects to the next - shared data, shared workflows, compounding value.
Your second project is faster and more valuable than the first because the foundation is already there.
vs. Low-Code Platforms
We use Power Automate and low-code tools where they work. When they don't - compliance requirements, complex logic, high-volume processing - we build what's needed. You don't have to choose between fast and robust.
vs. Consulting Firms
Every engagement ends with something running in production. We build alongside your team so the system works the way your operation actually runs.
vs. Enterprise Vendors
No license fees. No 18-month implementations. No vendor required to change a dropdown. Your automation runs on infrastructure you already pay for, and your data is always yours to take with you.
Security & Compliance
Your data. Your compliance. Our responsibility.
Your Tenant
Everything runs on Microsoft Azure. Your data stays in your environment, isolated and encrypted.
Entra ID
Identity and access managed through Microsoft Entra ID. Single sign-on, multi-factor authentication, conditional access - already configured.
Audit Trail
Complete audit trail. Every action, approval, and data change logged with who, when, and why.
SOC 2 Ready
SOC 2-aligned architecture. Every access path documented. Built for the auditor who shows up next year.
Start Here
See how this platform applies to your operation.
Discovery maps your workflows against this delivery architecture and identifies the highest-ROI layer to build first - with a prioritized roadmap delivered in 2 - 3 weeks.