We need to automate several of our data import and reporting tasks that occur for the business. We would like to utilise the Microsoft Flow and SharePoint Online functionality to achieve this.
The data being imported will be from CSV files that will have a consistent format (same row headings) or the alternative will be a manual data entry at the start of the process flow. Each set of data will relate to a client record that will need to be maintained within SharePoint as well. For each client record templated reports will need to be generated utilising SharePoint and Flow as the data is compared and manipulated through to the end product.
The interfaces and forms for client input need to be easy to use and intuitive.
There is only 3 reports that need to be created.
We currently have an active Office 365 subscription with all these services active for use. The SharePoint tenancy is current blank and ready to be setup from scratch.
Workflows are available to those who would like more detail - please provide some insight into estimated time and cost to create this and I can send on the additional detail as required.