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.
Dorim o colaborare cu un profesionist in Sharepoint - atat servicii de configurare cat si de programare in Sharepoint (fluxuri PowerAutomate, SPFX - Sharepoint Framework). Aplicatia dorita trebuie sa poata salva date si genera documente care apoi sunt salvate in Sharepoint.
Salut Bogdan, Sunt in cautarea de ajutor pentru un proiect de lansare a EVP (employee value proposition) pentru compania SIG (). Ne intereseaza ajutor pentru parte de UI; proiectul va fi realizat pe sharepoint. Mentionez faptul ca proiectul va fi lansat in septembrie. Daca ai timp, let me know. Nu stiu acum detalii legate de buget, dar dupa ce ai avea o discutie cu product ownerul, ne vei putea tu ajuta cu o estimare de timp necesar si ne aliniem cu bugetul. Merci, Ioana
Buna ziua, Sunt in cautarea unei persoane experte in Microsoft Office 365 Modern Sharepoint - Enteprise Edition pe partea de landing page, creare Pagini, creare Site assets, Libraries etc. Am nevoie ca acest expert sa petreaca cu mine timp virtual si sa ma ghideze in ceea ce am nevoie sa fac de la distanta dupa ora 7 PM Ora Romaniei timp de 2-3 ore si in wekend pentru un internal mai mare. Momentan lucrez ca sa tranzitionez un Portal al unei companii mari de la Old Sharepoint la Modern Sharepoint si am nevoie de un trainer care sa ma ajute sa ridic pagini, conitnut etc.
Cautam programator pasionat, cu experienta de minim 1 an in dezvoltarea de aplicatii folosind .NET, dornic sa invete si sa se perfectioneze. Cerinte • cunostinte de C# si Microsoft Sql Server. • dezvoltarea de aplicatii utilizand .NET • cunostinte de CSS, HTML Constituie avantaj:...Cerinte • cunostinte de C# si Microsoft Sql Server. • dezvoltarea de aplicatii utilizand .NET • cunostinte de CSS, HTML Constituie avantaj: • experienta de lucru cu servicii web (WCF, WepApi) • experienta cu javascript, jQuery • experienta in dezvoltarea de aplicatii pe dispozitive mobile (iOS, Android, Windows Phone) • cunoastere si lucru cu Microsoft Business Solutions (Dynamics CRM, Sharepoint) Pentru cei din provincie se lucreaz...
Cautam programator pasionat, cu experienta de minim 1 an in dezvoltarea de aplicatii folosind .NET, dornic sa invete si sa se perfectioneze. Cerinte • cunostinte de C# si Microsoft Sql Server. • dezvoltarea de aplicatii utilizand .NET • cunostinte de CSS, HTML Constituie avantaj:...Cerinte • cunostinte de C# si Microsoft Sql Server. • dezvoltarea de aplicatii utilizand .NET • cunostinte de CSS, HTML Constituie avantaj: • experienta de lucru cu servicii web (WCF, WepApi) • experienta cu javascript, jQuery • experienta in dezvoltarea de aplicatii pe dispozitive mobile (iOS, Android, Windows Phone) • cunoastere si lucru cu Microsoft Business Solutions (Dynamics CRM, Sharepoint) Pentru cei din provincie se lucreaz...
Need an Excel expert to create a shared delivery tracker with specific user permission controls and an automatic audit trail. The main requirements are: 1. Shared File: The Excel file will be shared with multiple users via a cloud service (like OneDrive/SharePoint) for simultaneous viewing and editing. 2. Checkbox Workflow: · Column J ("Delivery Complete"): Contains a checkbox in each cell. Any user can check this box, but they cannot uncheck it. · Column K ("Validated"): Contains a checkbox for validation. Same rule applies: checkable by all, but not uncheckable by regular users. 3. Superuser Privileges: A designated "Superuser" (or users) must have the ability to uncheck any checkbox in columns J and K. We can define the superuse...
...connected OneDrive, and drops an identical copy into a single, shared folder in Microsoft Teams/SharePoint. Jotform’s native integration stops at OneDrive, so the Zap will need to trigger on the “new file” event in that OneDrive directory, then copy or move the file—without changing its name or format—into the Teams folder where the whole team already collaborates. No further sub-foldering or sorting is required; everything lands in the same spot. Deliverables • Live Zapier automation, fully tested end-to-end • Clear hand-off notes: which accounts are linked, trigger and action settings, and how to reconnect auth tokens if they expire I already have admin access to Jotform, OneDrive, SharePoint, and Zapier. You can work in...
...closely with the account coordinator, provide progress reports, and support content governance with strong editorial sensitivity. Responsibilities - Audit, classify, and maintain the client’s marketing information within centralized management and storage platforms—including designing the content taxonomy (structure, naming, tags, metadata, folder hierarchy)—across tools such as Veeva Vault, SharePoint, Confluence, Google Drive, and DAMs. - Proofread and ensure quality/consistency of English–Spanish materials (editorial and visual). - Prepare internal and client-facing progress reports. What we offer Flexible freelance collaboration (12–14 hrs/week), fully remote. International projects and clear processes. Monthly Fee: USD $500–$600, depen...
I need all data currently housed in my Appriver/OpenText-hosted Office 365 tenant moved cleanly into my own Microsoft 365 tenant. The scope covers two mailboxes with every folder intact plus the related contacts, calendar items, and any OneDrive/SharePoint documents tied to those accounts. The source environment is Office 365 under the Appriver branding; the destination is a standard Microsoft-managed 365 tenant already provisioned and ready. I do not have extra compliance or security constraints beyond best-practice handling, so you can rely on native Exchange Online tools, PowerShell scripts, or third-party utilities such as BitTitan MigrationWiz or Quest if that speeds things up—your choice, provided the cut-over is smooth and downtime is minimal. Deliverables: &bul...
...Deliverables I’m Looking For I would like the project to include: • A Power Apps interface with a clean layout for claims, clients, and case stages • Ability to add new clients and new claims with a “Create New” button • Sections for: • Contact info • Claim manager / VRC / APF info • Allowed conditions • Time-loss history • BIIA history • Department Order history • Integration with SharePoint or Lists to store data • Automations (Power Automate) for reminders such as: • protest • appeals • TL missing • Task follow-ups • A calendar or timeline view • A reporting screen for workload overview (how many claims per stage, overdue items, etc.) • Multi-user acc...
My SharePoint-hosted Excel Live workbook keeps growing as new site-visit records are appended, and I want sorting to stay one click away rather than a daily chore. I need three separate scripts, each tied to its own shape or form-control button, that will rearrange the table instantly while leaving all formatting untouched. • Crew Sort – alphabetically reorder every row by the Crew member column. Column c, (EMT/MEDIC/Nurse)alphabetical • Open Work Sort – push any visit whose completion status is NOT “Completed” to the very top, followed by the rest of the data. Column C (EMT/MEDIC/Nurse), any blanks are open work, should populate to top, sorted by G(Program) • Active Sort – a multi-level working sort that respects the column hierarch...
I need a skilled professional to help clean up our Microsoft SharePoint environment. The primary focus will be on managing permissions and restructuring the site. Key Tasks: - Improve Permissions & Access - Fix permission errors - Streamline user permission management - Resolve Outlook issues with recognizing emails from another company account - Site Structure Overhaul - Reorganize existing sites - Remove unused sites - Create a new site hierarchy Ideal Skills & Experience: - Proven experience with Microsoft SharePoint. - Strong understanding of SharePoint permissions and access management. - Ability to reorganize and restructure SharePoint sites effectively. - Familiarity with Outlook and resolving cross-account email issues. - Excellent...
...that I want living in a modern, cloud-based environment. My goal is to migrate everything into a SharePoint list and then surface it through a Power App so the team can perform day-to-day data entry and updates without touching the spreadsheet again. The app must keep our numbers clean: automated data validation is essential to stop bad entries at the door, and real-time data syncing between the Power App and SharePoint is non-negotiable so everyone always sees the latest figures. If you can also suggest lightweight form creation techniques for future enhancements, that would be a bonus, but the immediate focus is validation and live sync. Deliverables I will sign off on: • A SharePoint list structured to mirror the existing financial fields, imported f...
...that I want living in a modern, cloud-based environment. My goal is to migrate everything into a SharePoint list and then surface it through a Power App so the team can perform day-to-day data entry and updates without touching the spreadsheet again. The app must keep our numbers clean: automated data validation is essential to stop bad entries at the door, and real-time data syncing between the Power App and SharePoint is non-negotiable so everyone always sees the latest figures. If you can also suggest lightweight form creation techniques for future enhancements, that would be a bonus, but the immediate focus is validation and live sync. Deliverables I will sign off on: • A SharePoint list structured to mirror the existing financial fields, imported f...
...per year—that needs to be reconciled with our SharePoint archive. The mailbox is already split into folders by country and region; however, many items from key senders and recipients were never copied across when each project folder was first created in SharePoint. Your job is to: •Look at SharePoint and identify missing infomartion - Scan every mailbox folder from 2004 onward, flagging messages or attachments that come from our specified senders/recipients based on the missing information • Upload anything that is missing, placing it in the correct project / topic library so our structure stays clean and searchable. I will provide: – The list of authorised senders and recipients. – Access to the mailbox plus contributor rights on...
...skills. Please only bid with final price. No changed allowed once project is assigned. I need training videos made for my SharePoint Online platform. I want a series of instructional videos that cover fundamental tasks in SharePoint, and also demonstrate best practices. The project price described is not per video but rather series of small videos. Topics will be provided. all videos will require video editing elements - zoom in, adding arrows, text on screen etc. 1. Describe what type of screen capture software you will use. Should be compatible with my screen saver software to do voice over. 2 I am only looking for someone with beginner to intermediate SharePoint knowledge to capture step by step instructional videos. Please note that this task is not for ...
...systematic 3-step data migration plan: Consultation & Identification: I worked directly with users to identify all critical local documents, application data, and browser settings that needed to be preserved. Secure Extraction: I utilized migration tools and scripts to securely extract and back up all identified data from the old machines to a centralized, secure cloud repository (like OneDrive/SharePoint). Indexing & Verification: After migration, I ensured all data was properly indexed and organized. I then verified with each user on their new machine that 100% of their files were present, correctly permissions, and immediately searchable. 3. The Result This project was a complete success. We achieved: 100% Data Integrity: Zero files were lost during the migration...
...systematic 3-step data migration plan: Consultation & Identification: I worked directly with users to identify all critical local documents, application data, and browser settings that needed to be preserved. Secure Extraction: I utilized migration tools and scripts to securely extract and back up all identified data from the old machines to a centralized, secure cloud repository (like OneDrive/SharePoint). Indexing & Verification: After migration, I ensured all data was properly indexed and organized. I then verified with each user on their new machine that 100% of their files were present, correctly permissions, and immediately searchable. 3. The Result This project was a complete success. We achieved: 100% Data Integrity: Zero files were lost during the migration...
...contrôle des factures fournisseurs, basée sur notre environnement Microsoft 365 (SharePoint, Power Automate, Power Apps, Power BI). Objectif : Automatiser le cycle complet : Création et validation des bons de commande. Génération automatique de PDF et envoi au fournisseur. Réception et contrôle des factures (rapprochement automatique avec BC). Tableau de bord opérationnel pour la personne en charge du contrôle des factures. Détails fonctionnels : 1. Bons de commande Saisie via Power Apps ou liste SharePoint. Numérotation automatique. Génération PDF à partir d’un modèle Word (logo, coordonnées, lignes d’articles). Envoi automatique du BC par Ou...
...for which I need a price for is the PAM solution now all others can be estimated later Core scope • Entra ID Plan 2 – set up Privileged Access Management with just-in-time elevation (PIM) and token protection policies so that high-value accounts stay locked down. • Microsoft Defender Plan 2 – onboard all Windows workstations and servers, plus Defender for Office 365 Plan 2 to cover email, SharePoint, OneDrive, and Teams. • Intune – create a single MDM/MAM framework that handles both company-owned and BYOD devices. This must include enrollment profiles, compliance baselines, Conditional Access, and PAM-aware admin workflows. • Data classification – deploy sensitivity labels, automatic and manual labeling rules, and the correspo...
...Deployment Notes (Optional): For internal validation. Ideal Freelancer / Team Profile: Proven experience developing or implementing Quality Management or Compliance Systems. Familiarity with ISO 9001 and ISO 27001:2022 standards. Strong understanding of South African government or SOE tender requirements. Technical expertise in: .NET Core MVC / ASP.NET Microsoft Dynamics 365 / Power Platform SharePoint / PowerApps (advantageous) SQL Server / Azure Integration UI frameworks (Bootstrap, Syncfusion, or equivalent) Project Duration: 7–10 working days (including demo preparation and revisions). Budget Range: USD $800 – $1,800 (Fixed Price) (Milestone-based proposals welcome.) Suggested Milestones: Demo Architecture & Mockups – 20% Core Functionality...
...per year—that needs to be reconciled with our SharePoint archive. The mailbox is already split into folders by country and region; however, many items from key senders and recipients were never copied across when each project folder was first created in SharePoint. Your job is to: •Look at SharePoint and identify missing infomartion - Scan every mailbox folder from 2004 onward, flagging messages or attachments that come from our specified senders/recipients based on the missing information • Upload anything that is missing, placing it in the correct project / topic library so our structure stays clean and searchable. I will provide: – The list of authorised senders and recipients. – Access to the mailbox plus contributor rights on...
...clients and global teams. - Strong data-driven mindset with hands-on experience in automation and BI dashboards. Preferred Skills & Attributes - Certification in Six Sigma, Kaizen, or similar operational excellence frameworks. - Excellent leadership, analytical, and communication skills. - Proven ability to work under pressure and deliver measurable outcomes. - Proficiency in tools like SharePoint, Excel, and Business Intelligence platforms. - Familiarity with cybersecurity, financial services, or managed service operations is a strong plus....
Purpose: Build a simple Power App that reads/writes to the “Central Document Register” list (as per the spreadsheet). Users can search documents, see when reviews are due, and (if allowed) edit record fields. Each record links to the actual file in SharePoint via a URL. Acceptance checks • Admin can add a record and edit any field; Read-Only cannot edit. • Hidden items are only visible to Admins and Admin/Owner audience. • Changing Last Review Updates Next Review and colours correctly. • Search finds records by name, code, standard, department, and doc type. • “Open File” and “Mark Reviewed” work as described.
I need a Power Automate flow that connects two Excel files stored in SharePoint. Each day at a scheduled time the flow should: • Compare both spreadsheets to identify new, updated, or removed rows. • Synchronize the data so the files stay perfectly aligned. The comparison logic has to respect table structures already defined in each workbook, handle key column matching, and avoid creating duplicate rows. Error handling and concise logging inside the run history are important so I can trace any mismatches quickly. Deliverables • A ready-to-use, cloud-based Power Automate flow saved in my environment. • Brief setup notes showing which SharePoint paths, table names, and recurrence settings you used, so I can adjust the schedule later if needed. &bu...
I need a Power Automate flow that connects two Excel files stored in SharePoint. Each day at a scheduled time the flow should: • Compare both spreadsheets to identify new, updated, or removed rows. • Synchronize the data so the files stay perfectly aligned. The comparison logic has to respect table structures already defined in each workbook, handle key column matching, and avoid creating duplicate rows. Error handling and concise logging inside the run history are important so I can trace any mismatches quickly. Deliverables • A ready-to-use, cloud-based Power Automate flow saved in my environment. • Brief setup notes showing which SharePoint paths, table names, and recurrence settings you used, so I can adjust the schedule later if needed. &bu...
...Classification, scanning workflows, sensitivity/retention labels, insider-risk, eDiscovery, the whole lot—so nothing is blocked when I start experimenting. Here’s what success looks like for me: • You spin up the tenant under a trial or developer subscription, apply the E5 Security & Compliance add-ons and activate every Purview module. • Default policies, connectors and sample data sources (SharePoint, Exchange, OneDrive, Azure SQL/Storage if possible) are in place so I can immediately run scans and see results. I understand Mock Data can be taken from 3rd party packages. • A simple reset or cleanup script lets me roll the environment back after heavy testing. • You hand over step-by-step documentation (screenshots or screen-share vid...
I need an expert to help with user setup and management in Microsoft 365 and SharePoint. Key tasks include: - Defederation of Godaddy on existing tenant - Establishment of a Microsot Customer Agreement to enable separete billing profiles for multiple business's centrally administered by the tenant - Creating and managing user accounts, especially administrative accounts. - Setting up user permissions and roles. Ideal skills and experience: - Proficiency in Microsoft 365 and SharePoint. - Experience in user management and permissions setup. - Familiarity with administrative account configurations. Looking for someone reliable and efficient. Please provide examples of similar work done.
I need an experienced Microsoft Power Automate practitioner to run in-person sessions for a beginner audience. The goal is to take absolute newcomers from zero to confidently building simple, reliable flows. The training must cover: • Creating basic workflows from scratch • Using the built-in templates effectively • Connecting flows to a variety of services (SharePoint, Outlook, Teams, and any other common connectors we use day-to-day) I’m looking for a hands-on style: short demos followed by guided practice, so participants leave with working examples they can replicate at their desks. Please include an outline or agenda, any slide decks or handouts you normally provide, and sample files we can reuse after the class. Let me know your teaching approach,...
I want a Power Automate cloud flow that copies the values held in our on-premises SQL Server table “Project Number” into the SharePoint Online Term Store. Only that table is in scope—no other customer, product, or order data. The flow must: • Connect through the on-prem Data Gateway to read the Project Number table. (Already DONE) • Create, update, or deprecate terms so the Term Store mirrors the current SQL list. • Run automatically once every 24 hours without manual intervention. Please build and test the flow in my tenant, document the configuration steps, and give me a quick guide for future maintenance. Successful delivery is a working scheduled sync plus the hand-off notes so I can import or re-create the solution in another environ...
I recently ran a full crawl with the Site blub audit Tool on my SharePoint 2016 Classic site and the report is clear: bulky CSS and JavaScript are dragging down performance, and several on-page SEO items need attention. What I need from you is a tight, end-to-end optimisation pass. Together we will: • Strip out or consolidate unused CSS/JS, making sure every line that stays is actually called. • Tune Speed Index, FCP and LCP by refining page layouts, master pages and any custom web parts that touch the DOM. • Re-architect site structure where it affects crawl depth or render time. • Fix the SEO basics flagged by the audit—missing or duplicated metadata, broken internal links and weak keyword placement—without breaking the Classic experience...
...The goal is to help our team define and validate new Microsoft 365 app ideas that address real market gaps. Requirements Several years of professional experience (please specify exact number) as a Microsoft 365 Consultant, Business Analyst, or Adoption Specialist. Experience working with multiple clients (please indicate number and average company size). Excellent understanding of Teams, SharePoint, Outlook, Power Automate, and Power BI use cases and challenges. Ability to translate complex business needs into practical app or automation ideas. Clear communication skills in English or German. Application Instructions Because there are many automated or AI-generated applications on this platform, please begin your proposal with one of the following lines, depending on who ...
I keep my operational data in a SharePoint Online site and I need it turned into a clean, interactive Power BI report. Please connect directly to the SharePoint lists/libraries, shape the data in Power BI, build the model and charts.
...be responsible for building and validating this architecture in Azure, focusing on functionality, performance, and security. Phase 1 — Environment Setup Create and configure all listed Azure services in East US 2 region. Establish Private Link endpoints and VNet for secure internal access. Integrate Entra ID and conditional access. Phase 2 — Data Ingestion Pipeline Connect to Microsoft 365 (SharePoint, OneDrive) and MarkSystems exports. Implement Azure Functions to extract → embed → index into Azure Cognitive Search. Use Azure AI Document Intelligence for OCR and layout parsing. Phase 3 — RAG Application Build or deploy a lightweight frontend (React/ or Teams interface). Integrate with Azure OpenAI for context retrieval and GPT response generation. ...
A SharePoint Online website needs to be developed based on completed Figma UI designs. All design files and structure references will be provided. The freelancer will build the site within SharePoint’s modern experience using standard features and, if needed, custom components. Scope of Work: • Convert provided UI designs into functional SharePoint Online pages. • Use modern pages, web parts, navigation, and layout options to match the designs. • Set up required lists, libraries, content types, and permissions. • Ensure responsive layout and consistent styling within SharePoint’s framework. • Provide basic documentation on how to manage and update the site. Deliverables: • Fully developed SharePoint Online site matching t...
... Show what items need reordering Suggest order quantities based on sales, usage and supplier rules Group items by supplier Incorporate supplier ordering days and delivery times Highlight urgent or low-stock items Manage which suppliers supply which products 5. Be fully cloud-compatible in Microsoft The entire solution must work inside the Microsoft 365 ecosystem, including OneDrive or SharePoint. It must be fully functional for multiple staff using cloud-based Excel. Technical requirements Must be built in Microsoft Excel (365 online compatible) Must not use VBA or Macros Must rely only on Excel formulas, Power Automate, PowerQuery or other Microsoft-native tools Must be reliable and easy to use with a clean layout Deliverables A complete automated spreadsheet syste...
...form part of the solution. Must-have functions • File upload so applicants can attach supporting documents • Dynamic fields that reveal or hide questions based on previous answers • Email notifications to the applicant and to the manager when the form is submitted, approved, or rejected • Form details, status, with submission and approval dates to be captured on a register (spreadsheet or SharePoint list) Nice-to-have A simple status view where I can see pending and completed requests. Deliverable A working form with the approval flow configured, plus short hand-over notes so I can change field labels and email text myself. I’m aiming for a quick functional prototype first, followed by one round of tweaks. When you bid, please mention the platfo...
...text greeting—no logos, photos, or extra graphics—so the flow simply needs to merge the employee’s name (and years of service for anniversaries) into a short, upbeat paragraph. Key expectations • The flow runs automatically, respects time zones, and never sends duplicates. • HR must be able to update dates or names easily through a standard Office 365 data source—whichever you recommend (SharePoint list, Excel in OneDrive, etc.)—without touching the automation itself. • A brief inline log or spreadsheet entry confirming each email sent will help with auditing. • Provide clear comments inside the flow and a short hand-over document or video so we can maintain it in-house. • Design and share the flow without having dir...
...and then saves that file in both my OneDrive and the connected SharePoint library—no manual steps involved. Scope • Build or adapt VBA code inside the existing workbook. • On run, the macro should: – collect the latest inventory data (currently held on one sheet), – create a CSV with the correct field order and UTF-8 encoding, – push the file to my personal OneDrive folder and simultaneously to the mapped SharePoint document library, overwriting the previous version if it exists. • Return the finished macro inside the workbook plus a short, step-by-step guide so I can adjust paths or sheet names later. Tech notes You’re free to leverage standard VBA, Power Query helpers, or the Microsoft Graph / Share...
I need a straightforward Power Automate flow that streamlines document approval for PDFs stored in a SharePoint library. When a new PDF is uploaded, the flow should: • Trigger automatically. • Send an approval request to a single approver I’ll specify. • Record the approval or rejection outcome back to the same item’s metadata. • Notify the uploader of the final decision. This is a focused, basic setup—no multi-stage routing or custom integrations are required. Once the flow is working, provide a brief, step-by-step hand-over so I can adjust approvers or library names later.
I need someone who can quickly sort out my Office 365 setup on a Windows laptop. At the moment both a personal subscription and a work-issued version seem to be competing with each other: the apps keep asking which account to use, some features are greyed out, and activation bounces back and forth. Here’s what I expect: • Identify every ...what I expect: • Identify every trace of the unwanted installation, remove it cleanly, and make sure the registry and licensing files are tidy. • Re-install or repair the correct Office 365 build, link it to the right Microsoft account, and confirm it activates without prompts. • Walk me through a brief sign-in test (Word, Excel, Outlook) so I can see everything is synced with OneDrive and SharePoint. I&rsqu...
...ready to give our SharePoint environment a fresh, modern feel while making it easier for everyone to find what they need. Here’s what I want to achieve: • Visual facelift – I’d like a custom theme, reusable templates, and modern page layouts that showcase improved graphics, icons, and a clean standard template for shared resources. • Streamlined navigation – Clear menu organization, intuitive breadcrumb trails, and a set of quick links that surface our most‐used content. • Smarter search – An AI-powered search setup that helps users locate resources quickly and accurately. • Overall UI polish – Consistent styling across web parts, forms, and lists so every screen feels cohesive and user-friendly. Deliverables sho...
I’m looking to spin up a straightforward CRM inside our Microsoft 365 environment using SharePoint Online, PowerApps and (where it makes sense) Power Automate. The core of the build is threefold: a Contact repository, a Sales pipeline tracker and a light Customer Support log. All data will be keyed in manually through clean, on-brand forms, so usability is a priority. Here’s what I need delivered within the next four weeks: • SharePoint list architecture that supports Contacts, Deals/Opportunities and Support Tickets without overlap • A responsive canvas app in PowerApps that lets staff add, edit and search records on desktop or mobile • Flow-driven notifications for task assignments, stage changes and simple SLA reminders • Basic dashb...
...now is each investor’s investment history and their current or past shareholdings; contact details and other extras can come later, but they are not my first priority. Microsoft Power Automate is the preferred platform, so the job centres on creating flows that: • search and collect filings, press releases, portfolio pages and other open-web references • populate a structured table (SQL, SharePoint, or another store we agree on) • trigger AI-powered prompts to clean, tag and summarise the records into actionable insights—think frequency of deals, average cheque size, or common co-investors What I expect from you in the end: 1. The working Power Automate flows and connectors 2. The clean, exportable database with investment history and sharehol...
I need a polished SharePoint page that becomes our company’s public-facing digital footprint—a single link I can share to tell our story and outline everything we do. Scope • Build a modern SharePoint communication site styled to feel corporate and professional, aligned with our existing color palette and logo. • Create an “About Us” section that clearly presents our company history, mission and values, and key milestones. • Add a Services hub that highlights: – Support services – Social Security Disability Representation – Medicare & Medicaid Assistance – Affordable Housing Assistance – Financial Literacy Programs – ADA Support – Ticket to Work Program ...
...forms and paper-based processes. Power Automate: Create automated workflows to connect our data sources (SharePoint, Excel, SQL, etc.) and streamline approvals, notifications, and data collection. Power BI: Transform raw data from multiple sources into clean, interactive, and visually compelling reports and dashboards for decision-making. Required Skills & Experience: Proven track record as a Microsoft Power Platform developer. Strong proficiency in Power Apps (canvas apps is a must; model-driven is a plus). Strong proficiency in Power Automate (cloud flows). Strong proficiency in Power BI (data modeling, DAX, report creation). Experience connecting to various data sources (SharePoint, Microsoft 365, SQL Server, etc.). Ability to understand business requiremen...
...forms and paper-based processes. Power Automate: Create automated workflows to connect our data sources (SharePoint, Excel, SQL, etc.) and streamline approvals, notifications, and data collection. Power BI: Transform raw data from multiple sources into clean, interactive, and visually compelling reports and dashboards for decision-making. Required Skills & Experience: Proven track record as a Microsoft Power Platform developer. Strong proficiency in Power Apps (canvas apps is a must; model-driven is a plus). Strong proficiency in Power Automate (cloud flows). Strong proficiency in Power BI (data modeling, DAX, report creation). Experience connecting to various data sources (SharePoint, Microsoft 365, SQL Server, etc.). Ability to understand business requiremen...
I’m looking for someone who can jump in right now and spend the next two hours turning my rough Mince AI pitch deck into a clean, modern, ...Apply our brand assets—logo, garlic mascot, and color palette—so the deck feels cohesive. • Integrate a balanced mix of product screenshots and kitchen/chef imagery to reinforce our story. • Keep the overall tone innovative, avoiding clutter and heavy decoration. • Add subtle, smooth slide transitions that feel polished but never distracting. I’ll share the current deck and all assets via SharePoint the moment you accept. Deliver back a fully polished PowerPoint or Google Slides file before the two-hour window closes. If you’re available to start immediately and confident you can hit this rap...
I need a SharePoint Online document library that allows anyone in the company to upload a file, answer a brief set of guided questions, and walk away knowing the correct metadata has been assigned automatically. The same metadata should also drive a corresponding “find-it” form, enabling users to retrieve the exact file they need—without having to know its name, location, or folder structure. Intake Requirements As soon as a user selects “Upload” or drags a file into the library, an intake form should launch. This form must capture: Document Type, Author/Creator, and Date of Creation Manufacturer, Agency, Department, and other tags we will discuss after awarding the project Additional Notes – A free-text field for extended, searchable context...
GSF Properties Inc. manages over 200 properties and 11,000 units across California. We are seeking a qualified Microsoft Partner to design and implement a centralized Incident Reporting System leveraging the Microsoft 365 Power Platform (Power Apps, SharePoint, Power Automate, Power BI). Our goal is to streamline incident submission, tracking, escalation, and reporting within our existing M365 environment. Please find attached our Implementation Package, which includes: Visual system map and workflow overview SharePoint schema for “Incidents” and “Property Master” lists Power Automate flow requirements Power BI dashboard summary Implementation timeline and partner scope We request a proposal outlining: Estimated hours or fixed-fee pric...
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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