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.
...experienced Power Platform builder to pressure test the foundation, bring ideas I have not considered, and build the automation, reporting, and interface layers to production quality. The SharePoint environment is live. Core lists, reusable site columns, content types with Document Set behavior, and document libraries are all built and populated. Roughly half of a documented build sequence is complete. The remaining work is automation, reporting, interface, and integration. Who I am looking for: • Deep Power Automate experience: error handling, concurrency, throttling, service account ownership • Strong SharePoint Online information architecture: content types, site columns, Document Sets, view formatting • Power BI modeling and report design • Willi...
I’m ready to stand up a full-featured Customer SOP library in Microsoft SharePoint Online and need someone who can take it from blank site to production-ready. The finished space must let the team store and organise every SOP, co-author drafts in real time, then route each document through a formal approval flow that ends with an automatically generated PDF published for end-users. Here is what I expect to see when we’re done: • A clean document library with a well-planned metadata schema (content type or columns) and a handful of saved views that surface the right SOPs by status, owner, effective date, review frequency and any other tags we finalise together. • A master SOP template in Word stored centrally so new documents inherit the right layout and m...
...attention to security, data integrity, and existing configurations Willingness to document all changes made Preferred Skills: Dynamics 365 Sales or Customer Service experience Familiarity with solutions, environment variables, connection references, and deployment between environments Experience with JavaScript, Power Fx, FetchXML, OData, REST APIs, or custom connectors Familiarity with SharePoint and Microsoft 365 integrations Working Arrangement: This is an ongoing hourly project with work assigned as needed. The rate is fixed at US$5 per hour. All time must be tracked through Freelancer.com. The freelancer must obtain approval before exceeding the estimated hours for any assigned task. Work must not begin until the requirements and expected deliverables have been c...
Create employee self service site on SharePoint Limitation: I have M365 Business basic license (only for Admin) and free automate licences. All work SHALL be around these licenses ONLY. 1) Daily attendance will be recorded on eSSL biometric device in office premises 2) Monthly reports (like attendance, leave, etc.... you have to suggest which reports to be exported) will be created on monthly basis in the form of csv or xls format 3) These should be pulled into SharePoint and stored historically (i.e. all records current to latest export date) 4) Employee will be enrolled through either company ID or GMail and assigned type like 5) Employee can access the SharePoint site with his enrolled email ID ONLY (for employee name / details on SharePoint should match wit...
...• Turn on native SharePoint integration; files that already sit in SharePoint must appear against the matching contact automatically by contact name—no manual tagging. • Connect Microsoft Teams for effortless file-sharing and meeting scheduling straight from a contact record. • Add Outlook tracking so every email on that address shows in the timeline. Phase 2 – Eliminate double entry Build a client “fact-find” form (Power Apps or a native Dynamics form, whichever is faster) that feeds data directly into the contact and related tables. The goal is for staff to complete one form and never re-type details elsewhere. Acceptance criteria – Users log in with existing tenant credentials and see Dynamics 365 in the app launche...
We are a company operating across multiple, scattered locations, and we want to streamline our purchase‑requisition process by moving it online. To achieve this, we plan to implement a complete purchase‑request system on a SharePoint site that includes all required features and simplifies the workflow for every location.
...manufacturing firm. The platform handles job management, drawing approvals, purchase order versioning, automated PDF generation, and third-party integrations. Scope of Work & Technical Stack Application Stack: (Frontend), Java Spring Boot (Backend), PostgreSQL, NextAuth.js. Integrations to Test: Quotient API: Webhook payloads, idempotency, failure/outage handling. Microsoft Graph API (SharePoint): Dynamic folder creation, file uploads (drawings, cut files, photos), sync indicators. Transactional Email: Automated status-based email triggers via SMTP2Go. Core Workflows: RBAC & Security: Testing 4 user roles (Director, Project Owner, Draftsman, Workshop), audit logging, CSRF/XSS, and API rate-limiting. Document & PDF Workflows: Verification of dynamic Job Card & LOC...
I need SharePoint / M365 SME to teach following items. Need help in quick ramp up of new features. Need resource who is actively working on some or all of the list items. We can do 2 hour or 3 hour interactive session three times a week. SharePoint Course Requirement --------------------------- 1- packaging and deployment of custom webparts, list, page, site template 2- Site template and PNP provisioning. 3- Data Loss Prevention (DLP) 4- SharePoint Advanced Management (SAM) - content assessment 5- Data Access Governance (DAG) reports to identify and remediate oversharing and permission risks 6- CI/CD pipeline for deployment. Azure DevOps / GitHub Actions . Release scenarios. automated build. 7- SharePoint Framework (SPFx) - few practical use case scenarios for...
I need SharePoint / M365 SME to teach following items. Need help in quick ramp up of new features. Need resource who is actively working on some or all of the list items. We can do 2 hour or 3 hour interactive session three times a week. SharePoint Course Requirement --------------------------- 1- packaging and deployment of custom webparts, list, page, site template 2- Site template and PNP provisioning. 3- Data Loss Prevention (DLP) 4- SharePoint Advanced Management (SAM) - content assessment 5- Data Access Governance (DAG) reports to identify and remediate oversharing and permission risks 6- CI/CD pipeline for deployment. Azure DevOps / GitHub Actions . Release scenarios. automated build. 7- SharePoint Framework (SPFx) - few practical use case scenarios for...
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.
...unified Single Job View: Quotient Quotes (API & HMAC-verified webhooks) Microsoft SharePoint (MS Graph API file streaming & folder hierarchy) Purchase Orders (POs) (Version control & discrepancy detection algorithms) Email Notifications (Automated event-driven client alerts via SMTP/SMTP2Go) Technical Stack & Scope Overview Backend: Java (Spring Boot / JPA / PostgreSQL) Frontend: (React / Tailwind CSS) APIs & Protocols: Quotient API, MS Graph API, Webhooks (HMAC SHA-256), SMTP/SMTP2Go Milestone Breakdown & Deliverables Milestone 1: Core Foundation, Schema & Quote Ingestion Engine Task 1: Core Data Model & Relational Schema Design PostgreSQL schema with JPA entities for Jobs, Customers, POs, Drawings, and SharePoint metadata. Rigid state-mac...
I’m looking for a tutor-style session that shows me, step-by-step, how to build automated approval and notification flows in Microsoft Power Automate. My immediate goal is to create a workflow that starts from Microsoft Forms submi...making sure each response’s details travel cleanly through the flow. • Explaining best practices for handling approvers, dynamic content, and error handling so the process stays reliable long term. A short live session (screen-share or recorded walk-through) plus a reusable demo file would be perfect. If time allows, I’m happy to explore how the same pattern could extend to Teams, Outlook, or SharePoint once the Forms-based version works. I already have full access to Power Automate and the necessary M365 services; I simply ne...
I need SharePoint / M365 SME to teach following items. Need help in quick ramp up of new features. Need resource who is actively working on some or all of the list items. We can do 2 hour or 3 hour interactive session three times a week. SharePoint Course Requirement --------------------------- 1- packaging and deployment of custom webparts, list, page, site template 2- Site template and PNP provisioning. 3- Data Loss Prevention (DLP) 4- SharePoint Advanced Management (SAM) - content assessment 5- Data Access Governance (DAG) reports to identify and remediate oversharing and permission risks 6- CI/CD pipeline for deployment. Azure DevOps / GitHub Actions . Release scenarios. automated build. 7- SharePoint Framework (SPFx) - few practical use case scenarios for...
...a workflow-automation Canvas App that runs smoothly on any device and connects to both existing SharePoint Online lists and several new ones you will create. To start, you will provision a dedicated environment, wire up connection references, and define environment variables so the build remains solution-aware and easily portable. From there, the work moves into list architecture, form design, and the automation logic itself. Power Automate cloud flows will handle approvals and notifications, while any desktop-level actions can be orchestrated with Power Automate Desktop if a connector is not available. I expect: • A responsive Canvas App centred on workflow automation • Clean SharePoint list schema (mix of new and pre-existing) with lookups and permiss...
I'm looking for an experienced SharePoint developer to create a robust Team Site tailored for our business needs. The site will primarily serve for managing business projects and documents. Key Functionalities Required: - Task Management: Integrated tools for tracking and managing tasks. - Document Storage and Organization: Efficient systems for storing and organizing business documents. - Internal Communication Tools: Features to facilitate seamless communication within the team. Ideal Skills and Experience: - Proficiency in SharePoint development - Experience with task management and document organization systems - Strong understanding of internal communication tools integration Please provide examples of previous SharePoint projects and your approach to ensu...
...option. What I expect from you • Create a fully functional PowerApps canvas or model-driven app (whichever proves best) that streamlines our internal workflow. • Connect the app to our existing SharePoint lists and libraries so data flows seamlessly between the two platforms. • Configure forms, screens, and automation logic (Power Automate where needed) so the process runs end-to-end without manual intervention. • Leave the solution ready for production use on my tenant and walk me through key components so I can maintain it. You should already be comfortable with PowerApps formulas, SharePoint connectors, and typical governance settings inside Microsoft 365. If you can spare at least a full working day (or two half-days) on site this week, le...
...5 minutes) Over 5 minutes - CAD $ 3.5 each I need a structured series of SharePoint training videos that guide viewers all the way from beginner to advanced proficiency. The material must start with the absolute basics—interface familiarity, simple site creation, and permissions—and progress methodically into power-user and admin territory such as complex content types, advanced search, and integration techniques. I am looking for a presenter who can: • Map out a logical learning path that clearly separates beginner, intermediate, and advanced modules while still feeling like one cohesive course. • Record high-quality screen-capture videos (1080p, clear audio) using a current SharePoint environment—SharePoint Online • Explain ...
...clear—bring our environment in line with ISO 27001 and prove it with evidence that will satisfy an external auditor. You will start by reviewing our existing company-wide security policies, mapping them to the current Microsoft 365 configuration, and highlighting where reality falls short of policy or ISO 27001 best practice. Expect to work across Azure AD roles, Conditional Access, MFA enforcement, SharePoint/OneDrive sharing rules, Purview sensitivity labels, Intune device compliance, Defender for Office threat policies, and anything else that touches data protection. Deliverables I expect • A detailed audit report (findings, risk level, ISO 27001 control reference) • A prioritized remediation plan with clear configuration steps • Implementation of ap...
...PowerApps that lets our staff maintain department-level information stored in a SharePoint Online list. The app must handle three core actions—add, edit, and remove records—and focus only on the following fields: • Department Name • Manager Please connect the form screens directly to the SharePoint list so that changes sync instantly. Row-level security is essential: users should see and modify only the departments they are authorised for, while administrators keep full access. Once complete, package and publish the solution so it is ready for our end users in the tenant’s App Catalog. Acceptance criteria • Fully responsive Canvas App using modern controls • Seamless connection to an existing SharePoint Online list (I...
...document-approval workflow that lives in SharePoint Online and is orchestrated through Azure (Logic Apps or Power Automate—use whatever suits the job best). Here is the scenario: • The moment a file is uploaded to a specific SharePoint library, the flow must fire automatically. • That upload should launch a multi-stage approval process. Approvers will be pulled from an existing SharePoint group; once everyone signs off, the file is marked Approved and its status column updated. • While the document is in review, each approver must receive an email (and ideally a Teams notification) with a direct link to the file and an Approve / Reject action. • Rejections should capture comments and loop back to the requester. • All steps nee...
...with Power Automate. Scope of the setup • SharePoint – create the site architecture, libraries and permissions so that teams can collaborate without accidental oversharing. • OneDrive – configure default policies and sharing rules, then migrate existing user folders. • Forms & Lists – prepare the templates we’ll use for requests, incident reports and similar tasks. Power Automate focus The critical piece is an end-to-end approval process: a request is submitted from a Form or List, routed through the correct managers, logged in SharePoint, and triggers email or Teams notifications at each step. I’ll outline the exact steps and approver hierarchy; you’ll translate that into robust, reusable flows. Deliverab...
...for an experienced IT professional to give our entire office technology stack a health check and tidy-up. We run Windows-based PCs and laptops on Microsoft 365, keep files in SharePoint and OneDrive, and lean on HubSpot plus a few other cloud apps that have been bolted on over time. Things work—but not always smoothly—and I’d like an expert eye on every layer: hardware performance and security, software configuration, as well as the way our cloud services talk to one another. Here’s what I need from you: • A thorough review of our current environment—including endpoint security, patch status, user permissions, SharePoint libraries, OneDrive sync settings, and any integrations with HubSpot and the rest of our toolset. • A clear, p...
...EXPERIENCE WITH SHORTPOINT PAGE BUILDER AND SHAREPOINT*** We are seeking an experienced SharePoint and ShortPoint Page Builder contractor to help design, build, and deploy a polished intranet page. The right freelancer must specifically meet the following criteria: - Demonstrated experience designing and building SharePoint intranet pages. - Strong hands-on expertise with the ShortPoint Page Builder tool. - Ability to translate business needs into a clear, user-friendly intranet layout. - Experience configuring, testing, and deploying SharePoint pages. - Strong attention to visual design, usability, and responsive layouts. - Ability to communicate progress clearly and work collaboratively with our team. Please include examples of SharePoint int...
...from a paper / PDF form into Excel, double-check certifications, confirm sponsors, open SharePoint, create a folder tree, mark a status column, and hope we did not miss anything. Volume spikes each season and the error rate follows. I want to replace this with a single Power Platform application: • Power Apps will provide clean, role-based forms that capture user personal details, certification details, and sponsor details in one pass. • Dataverse stores everything in a relational structure so we can finally dispense with spreadsheets. • Power Automate picks up each submission, classifies the request as federal or affiliate, assigns the correct workflow, and pushes files to a structured SharePoint folder automatically. • AI Builder extracts in...
We are looking for an experienced Freelance Microsoft Power Platform Developer to design and develop a mobile and web-based approval workflow application using Power Apps, Power Automate, and SharePoint (or Dataverse, if required). The application should be accessible on Android/iOS mobile devices as well as laptops/desktops and should provide a simple, user-friendly interface with proper approval tracking, notifications, document management, and audit history. Proposed Workflow Requester submits Air Freight Request ↓ System auto-generates Request Number ↓ Initial PDF copy generated ↓ Email sent to Requester and Logistics Department with PDF ↓ Approval request sent to HOD ↓ ...
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.
...Cyber Essentials requirements and give the team a trouble-free, secure workspace. Here is what I need put in place: • Email protection – configure anti-phishing rules, advanced spam filtering and message encryption policies across all user mailboxes. • Laptop hardening – roll out centrally-managed antivirus, tighten Windows firewalls and enable full-disk data encryption on every device. • SharePoint security – build out a clean folder structure, apply role-based permissions and add DLP / retention policies so company files stay private yet accessible to the right people. When the work is done I’d like brief hand-over notes and, if possible, a quick walkthrough call so I can support users internally. Everything should sit neatly inside...
I’m looking for an expert in Power Automate and Microsoft Lists to help me troubleshoot specific errors in a few flows I’m currently working on. My existing flows work fine and don’t need chan...existing flows work fine and don’t need changes, I only need support when I encounter issues in new or modified flows that I can’t resolve on my own. I’d like to work through remote, hourly consulting sessions where we can screen-share, review the error messages together, test ideas, adjust logic when needed, and validate solutions until the flow runs successfully. Experience with Microsoft Lists, SharePoint connectors, and debugging Power Automate flows is required. If you enjoy helping solve specific flow issues and can guide me through the troubleshooti...
Job Title: SharePoint Developer – UI/UX Enhancement & Ongoing Support (Remote, India) Overview We have a fully functional, multi-department SharePoint intranet site (in Dev) with self-service publishing already working. We need a developer to enhance the look and feel and provide ongoing support for new requirements/changes — not a rebuild. Existing Features (functionally complete) Carousel – News & Highlights PDF Newsletter Publishing Milestones List Quick Links to Department Documents News Box (department-level) Scope Improve visual design, layout, consistency & responsiveness across department pages Refine existing SPFx/native components without breaking current workflows Support Dev-to-Production promotion Handle new requirements/change ...
...real operational leverage. Twelve months in, you will have rebuilt our core admin and booking-support workflows around AI-assisted automation, given the Director and the team clear, reliable systems to run the business day-to-day, and become the go-to person for anything IT- or automation-related. What You'll Do • Own and administer our Microsoft 365 environment end to end — Exchange Online, SharePoint, Teams, security & compliance, licensing • Design, build and maintain AI-powered automations using Claude AI to streamline booking admin, client communication, reporting and other repetitive workflows • Translate the Director's day-to-day workflow into documented, automated processes the wider team can follow consistently • Connect our everyd...
...reaches into a SharePoint document library, pulls down a single Excel workbook that contains a simple data tableand lands it in my Azure storage. Replace ACS authentication with Microsoft Entra ID (Azure AD) certificate-based authentication while keeping the existing functionality of downloading the Excel file into ADLS Please outline, in your proposal, exactly how you plan to: • authenticate to SharePoint Online • schedule or trigger the copy activity in ADF • map the Excel table properly so that no schema drift occurs Deliverables I expect: 1. The finished ADF pipeline 2. A short, step-by-step setup guide so I can redeploy it in another subscription. 3. A quick verification screenshot or log excerpt showing one successful run. I will...
I’m looking for an expert in Power Automate and Microsoft Lists to help me troubleshoot specific errors in a few flows I’m currently working on. My existing flows work fine and don’t need chan...existing flows work fine and don’t need changes, I only need support when I encounter issues in new or modified flows that I can’t resolve on my own. I’d like to work through remote, hourly consulting sessions where we can screen-share, review the error messages together, test ideas, adjust logic when needed, and validate solutions until the flow runs successfully. Experience with Microsoft Lists, SharePoint connectors, and debugging Power Automate flows is required. If you enjoy helping solve specific flow issues and can guide me through the troubleshooti...
Confirm end-to-end architecture (extract - process - land - ops) Shared content model / schema (so web and SharePoint look consistent downstream) Config approach: target companies, source registry, schedules Provisional landing / handoff contract (schema version, paths, how records get written) Basic run-logging skeleton Short spike on 1–2 open sites (just enough to confirm approach before we commit hard in M2)
...only explaining concepts. The lessons should be highly practical. I want to share my screen, build real Power Automate flows step by step, ask questions throughout the session, and understand the reasoning behind each action and design decision. I would like to learn topics such as Power Automate best practices, expressions, variables, conditions, loops, scopes, switch statements, Dataverse, SharePoint, Excel, error handling, debugging, performance optimization, and building production-quality flows. I also want to improve my ability to explain my solutions and understand why certain approaches are better than others. I am looking for: * One-to-one live tutoring (not group classes) * Hands-on, practical teaching using real examples * Screen sharing and collaborative flow build...
seeking an experienced Microsoft 365 Power Automate and SharePoint consultant to design and implement a fully automated Component Inventory & Procurement Management System that will replace the current manual stock control and purchasing process. The solution will be built using Microsoft SharePoint Online, Power Automate, Microsoft Teams and Outlook as part of the Microsoft 365 ecosystem. The objective is to provide a secure, scalable and auditable platform for managing component inventory, procurement requests, purchasing workflows and stock movements across the business. The system must automatically monitor inventory levels, detect when components reach predefined reorder thresholds, generate purchase requests, notify the responsible buyer via email, route approvals...
About Us We are a small company using Microsoft 365 and SharePoint Online as our primary collaboration and document management platform. We are looking for an experienced SharePoint developer/consultant to help us improve our SharePoint environment, establish a professional branded experience, automate workflows, and create secure external sharing models for our customers. Project Overview We need a SharePoint Online specialist who can assess our current Microsoft 365 environment and implement best practices for site design, document management, automation, and external collaboration. Scope of Work 1. SharePoint Site Branding & User Experience * Design and implement a professional branded SharePoint Online experience. * Customize site the...
...transforms everything into a uniform, ready-for-analysis format. The flow has to run unattended on a Windows 11 machine, trigger on a schedule I can adjust, and handle the usual hurdles such as login prompts, dynamic web tables, and occasional missing cells in the spreadsheets. When it finishes, the transformed data should be dropped into a new Excel file and, if possible, pushed to a designated SharePoint folder. Please build the solution directly in Power Automate Desktop and include any helper scripts, connection strings, or custom actions you create. Deliverables • PAD file with the complete extraction-to-transformation logic • An annotated screenshot or short screen-capture showing the flow in action • A brief setup document so I can change credentials, sou...
...transforms everything into a uniform, ready-for-analysis format. The flow has to run unattended on a Windows 11 machine, trigger on a schedule I can adjust, and handle the usual hurdles such as login prompts, dynamic web tables, and occasional missing cells in the spreadsheets. When it finishes, the transformed data should be dropped into a new Excel file and, if possible, pushed to a designated SharePoint folder. Please build the solution directly in Power Automate Desktop and include any helper scripts, connection strings, or custom actions you create. Deliverables • PAD file with the complete extraction-to-transformation logic • An annotated screenshot or short screen-capture showing the flow in action • A brief setup document so I can change credenti...
I need expert Agentic AI resource (Teacher). ------------------------------------------------------------------- Goal is to create real world project, learn and prep for jobs. ------------------------------------------------------------------- My background is experienced IT professional with C#, ASP.NET and SharePoint skills. Have knowledge of React, JavaScript and Python. You can create course outline with timeline. Need to create a real world scenario Agentic App that -- Make calls to LLM (Claude, Chat GPT or any other LLM) -- Have Agent context with sub agents with (tool definition, tool call results) -- Use RAG -- Make API Calls -- Make calls to Vector DB (Create any small DB with few records) -- We will make our own small Vector DB -- Will use Chunking -- We will upload...
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.
...5 minutes) Over 5 minutes - CAD $ 3.5 each I need a structured series of SharePoint training videos that guide viewers all the way from beginner to advanced proficiency. The material must start with the absolute basics—interface familiarity, simple site creation, and permissions—and progress methodically into power-user and admin territory such as complex content types, advanced search, and integration techniques. I am looking for a presenter who can: • Map out a logical learning path that clearly separates beginner, intermediate, and advanced modules while still feeling like one cohesive course. • Record high-quality screen-capture videos (1080p, clear audio) using a current SharePoint environment—SharePoint Online • Explain ...
...presentation quality * Visual consistency * Ease of use ⸻ Technology Stack Current environment includes: * Microsoft Excel * Power BI * Microsoft 365 * SharePoint Online * Power Automate (planned) * Future ERP integration ⸻ Required Skills The ideal candidate should have proven experience with: * Power BI * Microsoft Excel (Advanced) * Power Query * DAX * Power Pivot * Data Modeling * Business Intelligence * KPI Dashboard Development * Executive Reporting * PMO Reporting * Project Portfolio Management Experience with construction, engineering, EPC, or project-based organizations is highly desirable. ⸻ Nice to Have Experience with: * SharePoint * Power Automate * SQL * ERP systems (Odoo, SAP, Oracle, Dynamics, etc.) * Microsoft Fabric * Portfolio Management * E...
...preserving every file version and shared permission. • Prove that the fix works by adding a test document, confirming it appears on another tenant account, and watching two-way updates flow without delay. Please outline your direct experience resolving OneDrive or Microsoft 365 sync problems. If you normally use diagnostic tools such as OneDrive troubleshooting logs, ODSync /reset, PowerShell, or SharePoint admin centre reports, mention that briefly so I know you have the toolkit ready. Acceptance criteria 1. “Sync pending — Shared” message cleared on my machine and any co-owner’s machine. 2. No document loss or permission changes. 3. Subsequent edits sync within normal latency for at least 24 hours. Remote work via screen-share is fine; ...
...automatically: Retrieve Teams recordings, transcripts and meeting metadata. Store the files and metadata in SharePoint. Process each transcript through a specialist OpenAI reporting agent. Generate structured Site Supervisor Reports in Word and PDF. Extract and record actions, owners, due dates, safety issues, quality requirements, blockers and decisions. Email reports to authorised meeting participants. Produce separate daily summary reports for the Managing Director – Builder and Managing Director – Owner. Generate MP3 audio briefings from the management reports. Include secure permissions, monitoring, retries and audit records. The preferred solution will use Microsoft Graph, SharePoint Online, Power Automate, Azure Functions or another suitable Azure serv...
...365. The solution will support operational management across a multi-site organisation providing accommodation and support services throughout Ireland. This is not a simple SharePoint project. We have already completed significant business analysis, process mapping and system design. We require an experienced consultant to validate the architecture, recommend improvements where appropriate and build the solution to a production standard. The successful consultant will work from an existing specification and collaborate on refining the final architecture before implementation. Technologies * Microsoft 365 * SharePoint Online * Microsoft Lists * Power Apps (Canvas) * Power Automate * Power BI * Microsoft Teams The solution should use standard Microsoft 365 functionalit...
I run a system-integration business and need a complete tracking system built from scratch in Microsoft 365 (SharePoint Online + Power Automate) to manage our Tenders, Procurement (Purchase Orders) and Deliveries — replacing spreadsheets. BUILD FROM SCRATCH — full scope: 1. SharePoint site + 7 lists with all columns, choices and lookup relationships: Tenders, Tender Checklist, Projects, Purchase Orders, Vendor Enquiries, Deliveries, Stakeholders. (Full schema provided in the attached document.) 2. List views + Stage colour-formatting (Active Pipeline, Overdue, Awaiting Delivery, Delayed, Follow-ups Due). 3. Daily 08:00 IST status email to stakeholders — OVERDUE and DUE-TODAY items across Tenders, POs and Deliveries (HTML tables + counts). 4. Rem...
My current SharePoint Online intranet no longer matches the way our teams actually work, so I’m looking for a specialist who can review the existing site, streamline it for stronger team collaboration and communication, and weave in Power Apps and Power Automate where they’ll deliver the most value. Priority focus The first milestone is a thorough audit and redesign of the intranet’s structure, navigation and look-and-feel so that information is easy to find and interact with. Modern pages, intuitive hubs and clear branding are essential. Key deliverables * Reviewing the existing SharePoint intranet, lists, libraries, permissions, Power Apps and workflows * Redesigning the SharePoint homepage with a modern, professional and responsive layout * C...
I’m arranging a focused training session for a team that already works confidently in SharePoint and now needs to master deeper Modern-site customization. The group is comfortable with everyday administration, so the material should cut straight to high-level techniques rather than introductory concepts. Here is what I need covered and demonstrated live: • Designing site templates that can be rolled out consistently across multiple modern sites • Building and configuring advanced web parts, with real-world examples we can reuse • Setting up and troubleshooting custom permission structures that go beyond out-of-the-box roles I’m looking for a trainer who can deliver a hands-on workshop (remote is fine) supported by step-by-step guides or demo files...
...than a ticket queue • You live inside Microsoft 365 Teams, Outlook, SharePoint, OneDrive, and can set it up in your sleep • You've built dashboards or workflows in Jira or , and get a genuine kick out of a clean, well-organized board • You spot a broken process and can't help fixing it, even when nobody asked • You're comfortable being reachable for the occasional urgent fire, because you know that's part of the job • You like the idea of starting as a freelancer and growing into a full-time role as the relationship proves itself Requirements • Australian citizenship • 2-3 years of relevant IT support or systems administration experience • Strong hands-on knowledge of the Microsoft 365 suite (Teams, Outlook, SharePoi...
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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