How to Improve Your Client Onboarding Process
Client experience can make or break their decision to do business with you again, to spread good or bad feedback to others and more.
Set up Microsoft 365 (SharePoint + Entra ID) so external users can access PowerPoint Online presentations with embedded videos that stream but cannot be downloaded, with access controlled via group membership and revocable per user.
Set up Microsoft 365 (SharePoint + Entra ID) so external users can access PowerPoint Online presentations with embedded videos that stream but cannot be downloaded, with access controlled via group membership and revocable per user.
Remote litigation support services for plaintiff-side personal injury matters, including review and drafting of Bills of Particulars, Supplemental Bills of Particulars, discovery responses, case file review, deadline and conference date tracking, identification of missing documents, follow-up regarding outstanding items, Neos and SharePoint file organization, and general case workflow support to help keep matters moving efficiently from filing through the litigation process. This weekly arrangement also includes ongoing communication regarding case status, pending items, and workflow coordination as needed throughout the week.
...week on-site with the core team and the rest working remotely, so proximity to Bristol is important. Your focus will sit mainly inside Microsoft Teams and SharePoint holding the central team email inbox managing internal and external enquires. In Teams you’ll oversee user life-cycle, set up new channels and teams, keep permissions clean, and weave in the third-party apps . On SharePoint you’ll help structure sites and libraries, maintain access controls, and keep an eye on storage and versioning so projects flow smoothly. Specific tasks we need covered each week: • User & permissions management across Teams and SharePoint • Channel and team creation, archiving, and policy upkeep • Light integration work—connecti...
Our SharePoint Online document library has exceeded Microsoft’s storage quota and I need to bring it back under control through proper data-lifecycle management. My chosen approach is to delete redundant files, determining redundancy strictly by file age. Anything older than 7 years should be treated as a candidate for permanent removal, provided we remain compliant with M365 retention requirements. Here is what I need from you: • Analyse the existing tenant and pinpoint every document older than the seven-year threshold, using the most reliable combination of Microsoft Purview Data Lifecycle Management, SharePoint Online PowerShell, or any other native M365 tooling you feel is appropriate. • Design and configure the retention or deletion policies so they ...
...Nintex-focused developer who will design, build, and maintain business process automations using Nintex (Workflows and Forms)—primarily within SharePoint / Microsoft 365. This role is automation-first (not heavy SharePoint platform development). You’ll work closely with stakeholders to turn business processes into efficient, scalable workflows. Key Responsibilities: * Design, build, and maintain Nintex Workflows (cloud/on-prem, depending on your stack) * Create and customize Nintex Forms for business processes (HR, finance, approvals, onboarding, etc.) * Translate business requirements into automated process solutions * Integrate workflows with SharePoint, Microsoft 365, and third-party systems * Troubleshoot, optimize, and enhance existing wo...
My finance team tracks revenue, costs and overhead in several Excel ...view of profit margins and the factors that move them. Deliverables • A well-structured .pbix file with an optimised data model (star schema where possible, calculated measures for gross and net margin, DAX comments for clarity). • Dynamic dashboards and report pages focused on profit-margin analysis at multiple granularities. • Refresh setup for our Excel sources (gateway or OneDrive/SharePoint, whichever suits). • A brief hand-off video or annotated PDF explaining key visuals, refresh steps and how to extend the model. Power BI Desktop, DAX, Power Query, and solid finance acumen are essential. If the core margin insights land smoothly, there’s scope to expand into broader fin...
...Nintex-focused developer who will design, build, and maintain business process automations using Nintex (Workflows and Forms)—primarily within SharePoint / Microsoft 365. This role is automation-first (not heavy SharePoint platform development). You’ll work closely with stakeholders to turn business processes into efficient, scalable workflows. Key Responsibilities: * Design, build, and maintain Nintex Workflows (cloud/on-prem, depending on your stack) * Create and customize Nintex Forms for business processes (HR, finance, approvals, onboarding, etc.) * Translate business requirements into automated process solutions * Integrate workflows with SharePoint, Microsoft 365, and third-party systems * Troubleshoot, optimize, and enhance existing workflows ...
Background We have a live, production ticket/email management system built using: Power Apps (Canvas App) Power Automate SharePoint Online Shared Mailboxes The system is currently used by the Billing department. Ownership of all components is fully with our organization. We want to: Fix a few minor issues Replicate the same system for 2 additional departments Scope of Work 1. Power App Enhancements & Fixes 2. Replication for Two Departments (High Priority) Replicate the same solution for 2 additional departments Each department will have: - Its own shared mailbox - Its own SharePoint site/list - Role‑based access for its users Core logic and app structure should remain the same No data mixing between departments Expectation: Replication should be Quick, clean, contro...
Set up Microsoft 365 (SharePoint + Entra ID) so external users can access PowerPoint Online presentations with embedded videos that stream but cannot be downloaded, with access controlled via group membership and revocable per user.
Our 10-person architecture studio is moving all project files into Microsoft 365 and I need a SharePoint Online structure that lets us manage drawings, schedules, and correspondence without chaos. The core of the job is to build a clean site hierarchy with libraries and metadata that support: • Full version control on every document, especially large AutoCAD *.dwg files, SketchUp models, and the usual Excel, Word and PowerPoint sheets. • A straightforward document approval workflow so draft drawings move to “Issued for Construction” only after sign-off. • Role-based permissions—three roles will do the trick (admin, standard user, guest/externals). Search must feel Google-fast; filters by project code, building type, and revision date should s...
...need a lightweight, AI-assisted system that: Assigns tasks automatically Tracks status across cases Flags when activity stalls and prompts the right person This should ideally sit within the Microsoft 365 / Power Platform ecosystem (Teams, Outlook, SharePoint), although I’m open to alternative tools if they integrate cleanly. 2) Report writing We want to generate clean, client-ready summaries of existing financial products and policies. The goal is for Copilot (or an equivalent LLM setup) to: Pull structured data from our CRM and SharePoint Apply it to a standardised template Produce a first draft report that advisers can refine What I need from you Map our current processes in both areas and identify where AI/automation adds value Build or configure workflows...
...Here’s what the engagement will cover: building and tailoring K2 workflows from scratch, shaping SmartObjects and SmartForms that speak clearly to end-users, wiring everything into SharePoint, our CRM and ERP platforms, plus a MySQL database, and embedding solid approval logic throughout. Once the solutions are in place, I’ll rely on you to hunt down bottlenecks, fine-tune performance, and fix issues before they reach production. Deliverables • Fully-functional K2 workflows reflecting the agreed business logic • Responsive SmartForms linked to well-structured SmartObjects • Seamless data exchange with SharePoint, CRM, ERP, and MySQL • Documented configuration and troubleshooting notes for future upkeep • Final round of perfor...
...including: Full topology design (SBP Ltd scenario) VLAN segmentation (4 publishing teams) IP addressing scheme (subnetting / VLSM) Device placement (data centre, floors, remote access) VPN solution for remote workers Security design: Firewall configuration Access control (role-based) Encryption Server infrastructure: PRS (Public Repository Server) SPS (Secure Publishing Server) File server / cloud (SharePoint / Google Workspace) Maintenance plan Test plan (with expected results) User feedback + optimization analysis PART 3: Cisco Packet Tracer (.pkt file) You must build a fully working simulation, including: Core multilayer switches VLANs for each department Routing (inter-VLAN) DHCP / DNS (if applicable) VPN or simulated remote access Servers configured Security (ACLs / fire...
Project Summary My SharePoint list for invoices (Spanish language) has 5,640 items, exceeding the view threshold. This has broken our Microsoft Teams Approval workflow. I need a developer to archive old data and restore the approval functionality. Key Tasks Archive 2024 Records: Move all 2024 items (including attachments) to a "Historical" list. Threshold Bypass: Access and move data despite the current 5,000+ item error using PowerShell PnP or REST API pagination. Fix Approvals: Troubleshoot and fix the Power Automate/Teams approval flow, which stopped working when the list exceeded the limit. Cleanup: Delete moved items from the source to restore the list to <5,000 items. Technical Requirements Expertise: SharePoint Online, Power Automate (Approvals), and ...
...course report forms by automatically extracting the required data from attached files (usually PDF or Word). • Update the relevant SharePoint lists with that extracted information—several columns, multiple lists. • Create a student-level result record for every learner in the form so our academic tracking system stays current. The pieces are mostly in place: SharePoint lists are built, connections authorised, and the draft flow is saved in my tenant. You’ll need to refine the trigger logic, correct the conditional branches, and tighten up error-handling so the run history shows all green checks. Please be comfortable with: Power Automate cloud flows, SharePoint connectors, dynamic content parsing, and any JSON expressions needed for att...
Need a contract SharePoint Online developer to support Berkeley College’s Microsoft 365 cloud SharePoint environment. The project is focused specifically on SharePoint development, including building, enhancing, and maintaining SharePoint Online sites, lists, libraries, pages, permissions, forms, workflows, and custom solutions. We are looking for someone experienced with SharePoint Online, Microsoft 365, PowerApps, Power Automate, SharePoint Framework, JavaScript, HTML/CSS, APIs, and GitHub. Responsibilities may include improving existing SharePoint sites, creating new SharePoint-based business solutions, troubleshooting permissions/configuration issues, developing custom SharePoint functionality, documenting work clea...
...Claude (or another LLM) as part of your day-to-day project workflow — drafting, summarizing, extracting, generating - Working familiarity with n8n (or comparable tools — Make, Zapier, Power Automate at depth) == Double Bonus Points - Familiarity with Sandler or any consultative sales methodology (helps you understand how we sold the work) - Microsoft 365 ecosystem fluency (M365, Teams, SharePoint, Dynamics 365) == Current Work You'd Be Involved In Right Away These are three engagements that just closed and are kicking off now — representative of the variety of work you'd be coordinating from day one: FDA-regulated medical device manufacturer (~10 employees) A multi-phase, ~6-8 month Dynamics 365 + IT modernization engagement. Phase 1 is a ...
...built with Power Automate, SharePoint, Microsoft Teams and Outlook. Every contract should enter SharePoint, trigger a Power Automate flow, and then move through the relevant business or legal teams for review and sign-off. The approval chain comes from a single, centralised matrix that I maintain, so the flow must read that list and route items automatically. I also need an administrator role with rights to tweak steps, swap approvers and add new users without touching the core logic. Integration is essential: approvers must be able to act directly from Teams adaptive cards or standard Outlook notifications, with status updates synchronised in real time. Deliverables • Power Automate flow(s) covering contract review, approvals and notifications • Shar...
...into a single master file. • Drop that combined file into a fixed OneDrive or SharePoint location and return the cloud link. The script should be callable from a Power App / Power Automate flow, so clean parameter input and a straightforward command-line or API trigger are important. Use any robust libraries you prefer (PyPDF2, pypdf, reportlab, etc.) as long as the final code is readable and fully commented. Deliverables 1. Well-structured Python code with dependency list. 2. README that explains setup, variables for source & target folders, and how to hook the script into Power Apps. 3. A short demo (screenshots or video) proving the flow: file-name → field population → merged PDF in OneDrive/SharePoint. Acceptance criteria will be suc...
...into a single master file. • Drop that combined file into a fixed OneDrive or SharePoint location and return the cloud link. The script should be callable from a Power App / Power Automate flow, so clean parameter input and a straightforward command-line or API trigger are important. Use any robust libraries you prefer (PyPDF2, pypdf, reportlab, etc.) as long as the final code is readable and fully commented. Deliverables 1. Well-structured Python code with dependency list. 2. README that explains setup, variables for source & target folders, and how to hook the script into Power Apps. 3. A short demo (screenshots or video) proving the flow: file-name → field population → merged PDF in OneDrive/SharePoint. Acceptance criteria will be suc...
...a Work Order Tracking module that lives natively in O365 (SharePoint, Power Apps, Power Automate, and, if useful, Dataverse). Each work order must allow staff to open a ticket, assign it, follow its status, and close it with a clear audit trail. Crucially, every ticket needs robust attachment support so photos, PDFs, or any other documents can travel with the job from creation through completion. Once this foundation is solid I’ll extend the system to cover rent rolls, client records, contracts, mobile inspections, and overall project-management tracking, so clean, scalable architecture is important. Deliverables for this first phase • A responsive Power App (web + mobile) to create, view, and update work orders • SharePoint/Dataverse tables and f...
I need an end-to-end order management workflow that lives natively inside Microsoft Teams and ties together Microsoft Forms, SharePoint Lists, and any necessary Power Automate flows. A user will submit a new order through a Form; that data should automatically populate a central SharePoint List and then trigger the workflow inside Teams. Core capability • Robust order tracking is non-negotiable, with clear, timestamped status changes visible to everyone involved. Role-based routing • Production, Admin, and Sales must each receive only the tasks and update rights that fit their role, while Management can see the entire pipeline. Typical flow 1. Order submission (Forms) 2. Verification and initial status update (Sales) 3. Production scheduling and com...
I need an experienced SharePoint specialist to set up a robust rule-based framework that will let my team manage legal evidence in a fully compliant, easily auditable manner. The environment is already live in Microsoft 365; what’s missing are the detailed policies, workflows, and automated safeguards that keep every piece of evidence properly retained, discoverable, and locked from unauthorized changes. Here’s what I expect from the engagement: • Analyse the current site collection and libraries that house evidence files, then propose a rule structure that fits common legal-hold and retention scenarios. • Configure the agreed rules directly in SharePoint (and, where required, the Compliance Center) so they run automatically without manual interventi...
I already have my SharePoint list connected and refreshing correctly in Power BI; the stumbling blocks start when I try to turn that data into the interactive dashboard shown in my mockups. I need someone to sit with me—screen-share or recorded walkthrough—and explain, step by step, how to rebuild each element so I can maintain the report myself afterward. What I’m running into: • Parameters: I’ve sketched out what I need in the mockups, but translating those ideas into working query parameters has me stuck. • Filters: the date-range slider in particular isn’t behaving. I also want to understand the best way to layer data filters without breaking visuals. • Drill-down/Drill-through: I’d like to click a high-level chart and inst...
...DLP Engineer to support a large-scale enterprise data privacy and protection program in a regulated environment. This role involves hands-on implementation, monitoring, and optimization of Data Loss Prevention (DLP) solutions, working closely with Cybersecurity, GRC, and Compliance teams. Key Responsibilities Design and implement Microsoft Purview DLP policies across: Exchange Online (Email) SharePoint & OneDrive Microsoft Teams Endpoints (Windows devices) Perform policy tuning and optimization to reduce false positives Monitor DLP alerts, perform incident triage, and support investigations Implement data classification, sensitivity labeling, and auto-labeling Ensure protection of both: Structured data (databases, applications) Unstructured data (files, emails, endpoints) C...
I need our small company moved onto Microsoft 365 so everything—Office apps, email, Teams and a central SharePoint site—runs from one place. At the moment we still use Earthlink for mail, so the first task is to migrate every mailbox, contact and calendar item into Exchange Online without data loss. Once the tenant is live, please: • Configure SharePoint with three permission levels (Read-Only, Edit and Admin) so I can delegate access cleanly. • Roll out the desktop and mobile versions of Word, Excel, PowerPoint and Outlook to the team. • Stand up Teams with the correct policies, channel structure and meeting settings. • Connect QuickBooks to the Microsoft environment wherever possible—Excel data links, Teams tabs, or any suppor...
...when the Israeli workday ends. I need an experienced technician who can step in during those off-hours and take ownership of any urgent tickets that would otherwise halt business. Scope of the calls • Operating systems: Windows, macOS, and Linux are all in play, so you must feel equally comfortable in each environment. • Platforms: most issues arise inside Microsoft 365 (Exchange Online, SharePoint, Teams) or within locally installed line-of-business applications. • Typical emergencies: full system crashes, mail flow failures, network connectivity drops, sudden printing breakdowns, and last-minute presentation glitches. How the engagement will run When an alert comes in, you connect via our remote-support tool, triage within minutes, and either resolve or...
Remote litigation support services for plaintiff-side personal injury matters, including review and drafting of Bills of Particulars, Supplemental Bills of Particulars, discovery responses, case file review, deadline and conference date tracking, identification of missing documents, follow-up regarding outstanding items, Neos and SharePoint file organization, and general case workflow support to help keep matters moving efficiently from filing through the litigation process. This weekly arrangement also includes ongoing communication regarding case status, pending items, and workflow coordination as needed throughout the week. Skills Required
I need a Microsoft 365 specialist who can jump in today and get a new employee fully operational. Right now they can sign in to the tenant, but SharePoint sites refuse to load and OneDrive throws sync-error pop-ups on their Mac. Here’s the situation: • SharePoint Online – the user reaches the URL but the site won’t open at all; other colleagues can reach it, so I suspect a permission or group assignment gap. • OneDrive – login succeeds, yet the desktop client on macOS instantly shows sync errors and never pulls any files down. What I’m after is simple: 1. Correct permissions or policies so the user can open the required SharePoint site without errors. 2. Ensure OneDrive connects, sync completes, and files appear loc...
I need two reusable flows built in Power Automate—one sequential and one parallel—both focused on approvals and reviews. The flows will trigger from SharePoint items, route approval tasks through Outlook, and post real-time updates in the linked Microsoft Teams channel. Because each scenario involves conditional logic (for example, sending different reminders or escalating after set deadlines), please configure dynamic branches rather than hard-coded email steps. Deliverables • Sequential approval flow (.zip export) with clear comments on each stage • Parallel approval flow (.zip export) showing simultaneous reviewer paths • A short markdown file that explains trigger settings, variables, and how to extend the conditions in future I’ll imp...
I'm looking for a skilled developer to create a dynamic customer-facing portal on Azure. The portal will need to link with SharePoint for document and file access. Key Features: - User login and account management - Interactive data visualizations - Contractor upload and download capabilities Ideal Skills and Experience: - Expertise in Azure development - Experience with SharePoint integration - Strong background in user authentication and data visualization tools - Familiarity with building secure and efficient file upload/download systems Please provide examples of similar work and your approach to this project.
I'm looking for an experienced SharePoint developer to update a team collaboration site. The site will primarily serve as a hub for company resources and a forms hub. Key Requirements: - Team Collaboration: The site should facilitate team collaboration, primarily through easy access to company resources and forms. - Resource Availability: The site must include a comprehensive library of templates and forms. - User-friendly Interface: The site should be easy to navigate and user-friendly to encourage regular use by all team members. Ideal Skills and Experience: - Proven experience in SharePoint site development, particularly for team collaboration. - Strong understanding of user interface (UI) and user experience (UX) design principles. - Ability to organize and manage ...
Need an app built in MS Power Apps and connected to Sharepoint Lists For internal use Process starts with a project and requirement for total amount of staff hours over a specified period Staff notified of project requirement. Staff can input their available hours for each week of the project length. Admin approves hours up to total required. Projects will have 3 - 4 staff 'type' requirements. Sharepoint list defines what 'type' of project each staff can partake in Staff input is only available to those of the correct 'type' Potential phase 2 of app build with greater functionality
I need a custom Power App built inside our Microsoft 365 tenant...process. From there you’ll design the data model, build the app (canvas or model-driven—whichever you recommend), configure any Power Automate flows needed for approvals, and then publish the solution so it runs smoothly on the web. Deliverables • Web-based Power App featuring form submission, multi-step approval, and live status tracking • Secure connection to our chosen M365 data source (SharePoint list, Dataverse, etc.) with role-based permissions • Brief documentation and hand-over walkthrough The finished app should rely only on standard Microsoft 365 licensing, look polished, and be easy for us to maintain without code changes. When replying, outline your approach, timeline, an...
...everyone’s time, only accurate and final bids should be submitted. Estimated or negotiable quotes will be automatically declined, even if discussed later. By bidding, you confirm that your price reflects the full scope of the project. I'm seeking help to fix, and enhance our existing SharePoint-based Quality Management System (QMS). The goal is a stable, simplified, branded, and maintainable solution that resolves current reliability, usability, and design issues. Scope of work Review the existing SharePoint Online QMS, consisting of one document library, associated lists, pages, navigation, and existing documentation. Fix and stabilise the single external supplier questionnaire workflow end‑to‑end. Fix and stabilise one document approval workflow, ensuring r...
...organically and needs structure. DELIVERABLES (FIXED SCOPE — DO NOT PROPOSE EXTRAS) 1. Audit of current tenant: - All users, licenses, roles - All domains and email addresses - All shared mailboxes and distribution groups - All SharePoint sites and OneDrive storage - All groups and teams - Current permissions and access levels 2. Written recommendations document (PDF) covering: - What to keep, what to remove, what to restructure - Proposed access matrix — who should have access to what - Proposed folder structure in SharePoint/OneDrive - License optimization (we are probably over-licensed) - Security gaps and how to close them 3. Implementation of the agreed plan: - Set up clean folder structures - Assign correct acces...
Remote litigation support services for plaintiff-side personal injury matters, including review and drafting of Bills of Particulars, Supplemental Bills of Particulars, discovery responses, case file review, deadline and conference date tracking, identification of missing documents, follow-up regarding outstanding items, Neos and SharePoint file organization, and general case workflow support to help keep matters moving efficiently from filing through the litigation process. This weekly arrangement also includes ongoing communication regarding case status, pending items, and workflow coordination as needed throughout the week.
...my paper-based business process into a streamlined digital flow using Microsoft Power Apps and Power Automate. The goal is simple: remove manual data entry, pull information from several sources, and keep everything synced in real time. Here’s what I have in mind • A user-friendly Power App (tablet and web) that captures our operational data and writes it to the right data store—most likely SharePoint lists or a SQL table, but I’m open to your recommendation. • One or more Power Automate flows that collect and integrate that data, move it between systems, and handle any branching logic we need. These flows should run automatically, with clear error handling and logs so we can track issues without digging through the portal each time. • Role...
I need an automation solution to streamline several tasks involving data extraction, document generation, and data transfer. Requirements: -...Descriptions from an MS Spreadsheet BOQ. - Populate Cost Breakdown Sheets with the extracted data. - Generate Word documents: Work Order Forms and Installation Guides. - Transfer all relevant data to GoldVision CRM and MS Business Central. - Save all files in a newly created SharePoint folder. Ideal Skills: - Proficiency in MS Excel and Word. - Experience with automation tools (e.g., Power Automate, Zapier). - Familiarity with GoldVision CRM and MS Business Central. - Strong organizational skills for managing file storage in SharePoint. Looking for someone with proven experience in similar automation tasks. Please provide examples ...
We need an experienced SharePoint expert to build an advanced, reusable set of rules that can streamline how our team collects, classifies, and preserves legal evidence. The goal is to ensure that all records received in any form—such as uploaded files, emails, and scanned court documents—are automatically moved to the correct library, receive appropriate metadata, and have the correct permissions and retention settings applied, all without manual intervention. The key points I am already aware of are as follows: • Rule-based routing that operates based on metadata or content types • Automatic versioning and locking of evidence to prevent accidental overwriting or deletion • Searchable, tamper-proof audit logs What we will provide is: • Share...
...review. Accuracy, clear formatting and proper version control matter most here. Second, general office administration. Specifically, you’ll keep both our digital and physical files in order: naming, archiving, chasing missing paperwork and making sure every document sits in the right place for quick retrieval. Everything must be produced with Microsoft Office Suite (Word, Excel, and, ideally, SharePoint/OneDrive for filing). Deliverables each visit: • Completed, template-compliant supplier audit report with supporting Excel register • Updated file repository, structured to our agreed naming convention, with a brief summary of changes Acceptance criteria: • No formatting or data errors in the audit pack • File tree navigable in under 30 seconds ...
I need an automated solution using Power Automate to monitor Salesforce Order Management cases. The goal is to send SLA-based alerts to a Microsoft Teams channel, proactively notifying the team about cases at risk of breaching SLA or already breached Automation Requirements: Trigger: Manual run (I will upload fresh Excel daily) Read data from Excel (stored in OneDrive/SharePoint) Loop through each case Apply condition: SLA Status = Risk OR Breached AND Alert Sent = No Send alert to Microsoft Teams channel with case details Update Excel → set “Alert Sent = Yes” to avoid duplicate alerts Teams Alert Format:OM SLA ALERTCase NumberOwnerAccount NameSLA Remaining (hours)PriorityStatus (Risk/Breached)Action Required message Expected Output: Only relevant cases ...
I need a Power Apps canvas app that lets our team search Service Level Agreement (SLA) records stored in a SharePoint list. The app’s sole purpose is SLA data search, so no extra dashboards or automation are required. Here’s the flow I have in mind: a search screen where users can type or select key SLA fields (for example title, customer name, reference number or date ranges), press Search, and instantly see matching list items. From the results they should be able to open a detail view that shows every column in a clean, phone-friendly layout. The SharePoint list is already live in Microsoft 365, so you can connect directly to it with standard Power Apps connectors. Performance matters; delegation-friendly queries and sensible filtering are important so the se...
The project aims to design and implement a comprehensive, model-driven Computer Aided Facility Management (CAFM) system based on Microsoft 365. The solution establishes a unified conceptual data model as the digital backbone, connecting buildings, spaces, assets, documents, contracts, tickets, and operational FM processes within one integrated platform. By orchestrating SharePoint Online, Power Apps, Power Automate, Power BI, and related Microsoft 365 services, the system will provide modular functionality for space management, maintenance, asset management, booking, energy monitoring, workplace management, and further facility-related processes. The platform is designed to be scalable, multi-tenant capable, role-based, and certification-ready according to GEFMA 444, ensuri...
...Nintex-focused developer who will design, build, and maintain business process automations using Nintex (Workflows and Forms)—primarily within SharePoint / Microsoft 365. This role is automation-first (not heavy SharePoint platform development). You’ll work closely with stakeholders to turn business processes into efficient, scalable workflows. Key Responsibilities: • Design, build, and maintain Nintex Workflows (cloud/on-prem, depending on your stack) • Create and customize Nintex Forms for business processes (HR, finance, approvals, onboarding, etc.) • Translate business requirements into automated process solutions • Integrate workflows with SharePoint, Microsoft 365, and third-party systems • Troubleshoot, optimize, and en...
...charts, and executive-level summaries. PowerPoint Translate key messages into clean, on-brand decks that follow my corporate template and make numbers or concepts easy to grasp. Email oversight Twice a day, log in to my Office 365 mailbox, sort and label incoming messages, flag anything that needs my immediate attention, and draft brief replies for approval. I share files through OneDrive/SharePoint, so version control and collaborative editing should feel second nature to you. Accuracy, confidentiality, and same-day turnaround on most requests are critical. Let me know your usual response time, relevant experience, and any questions you might have. I’m ready to get started this week and expect a few hours of work spread over most weekdays, with room to grow if we wo...
Project Brief — Power BI PSU Patching Dashboard What I Have Excel workbook with 8 pre-built sheets already uploaded to MS Teams SharePoint 3 technology data sheets: Oracle Patching, PostgreSQL Patching, YugabyteDB Patching 1 combined sheet: Master Footprint (all technologies in one flat table) Issues Log, Summary Stats, DAX Measures reference, Setup Guide sheets Data Source & Refresh Data lives in SharePoint-hosted Excel file (MS Teams) Dashboard must auto-refresh every 30 minutes using Power Automate or scheduled refresh DBAs update their individual sheets → dashboard updates automatically — no manual intervention Dashboard Pages Required Page 1 — Overall Summary (all technologies at one glance) 6 KPI Cards: Total Footprint, Completed , Sch...
Project Brief — Power BI PSU Patching Dashboard What I Have Excel workbook with 8 pre-built sheets already uploaded to MS Teams SharePoint 3 technology data sheets: Oracle Patching, PostgreSQL Patching, YugabyteDB Patching 1 combined sheet: Master Footprint (all technologies in one flat table) Issues Log, Summary Stats, DAX Measures reference, Setup Guide sheets Data Source & Refresh Data lives in SharePoint-hosted Excel file (MS Teams) Dashboard must auto-refresh every 30 minutes using Power Automate or scheduled refresh DBAs update their individual sheets → dashboard updates automatically — no manual intervention Dashboard Pages Required Page 1 — Overall Summary (all technologies at one glance) 6 KPI Cards: Total Footprint, Completed , Sch...
Client experience can make or break their decision to do business with you again, to spread good or bad feedback to others and more.
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