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.
Θέλω να στήσω μία σύγχρονη ιστοσελίδα στο SharePoint (Online) κυρίως για να διαμοιράζω φακέλους εργασίας σε συνεργάτες και πελάτες. Θα υπάρχει επιπρόσθετα και ενότητα...
...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 review, fix, and enhance our existing SharePoint-based Quality Management System (QMS), supporting ISO standards. The goal is a stable, simplified, branded, and maintainable solution that resolves current reliability, usability, and design issues. Scope of work - Review current SharePoint Online structure, libraries, lists, pages, navigation, and permissions. - Diagnose and remediate supplier questionnaire workflows end-to-end. - Fix and stabilize PDF and non-PDF document approval workflows. - Ensure reliable handling of revisions,...
...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...
I need a SharePoint site designed to enhance team collaboration for both project managers and team members. Key Features Required: - Task Management: Ability to assign, track, and manage tasks - Discussion Boards: Space for team discussions and idea sharing - Shared Calendars: Coordinating schedules and deadlines Ideal Skills: - Experience with SharePoint setup and customization - Strong understanding of collaboration tools and features - Ability to create user-friendly interfaces for diverse user groups
...déléguer l’organisation de tous les documents liés à mes projets afin de fluidifier la coordination et libérer du temps pour les tâches à plus forte valeur ajoutée. Concrètement, il s’agit de : • Centraliser, trier et nommer correctement Rapports, Plans de projet et Correspondances existants. • Créer une arborescence claire et logique sur l’espace de stockage choisi (OneDrive, Google Drive ou SharePoint selon ce que vous maîtrisez le mieux). • Mettre en place un système de versioning et de suivi pour que chaque document reste accessible, à jour et facile à retrouver. • Générer un tableau récapitulatif (Excel ou Googl...
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...
I want to move our small team fully onto Microsoft 365 and need someone who can take the lead from day one. The job starts with building a clean tenant, creating user accounts and mailboxes, and then configuring both SharePoint and OneDrive so our files are organised and permissions make sense. Security is just as important. I expect: • Regular, automated backups of mail, SharePoint and OneDrive content • Multi-Factor Authentication enforced across every account • Solid threat-detection and response policies tuned for Microsoft 365 Once everything is live, I’ll rely on you for ongoing remote support—solving device or account issues, troubleshooting connectivity, rolling out small changes and generally keeping the environment healthy. Qui...
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We are seeking an experienced Microsoft Power Platform developer to provide hands-on guidance for more advanced requirements related to a SharePoint-based database we are building. I have extensive experience with Microsoft Access, but am newer to this platform. This will be conducted via live calls, where you will walk me through specific challenges and guide me step-by-step while I implement the solutions with you. Current areas I need support with include: • Cascading dropdowns in Power Apps (SharePoint data sources) • Resolving circular reference and formula issues • Data structuring across related SharePoint lists • Power Automate workflows • Power BI reporting and data visualization Requirements: • Strong English communication ski...
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...
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...
...365 Copilot (Business) What I Need Help With: Connecting Copilot across the Microsoft suite (Word, Excel, PowerPoint, Outlook) Proper setup and usage of Microsoft OneDrive and Microsoft SharePoint for Copilot grounding Building and troubleshooting Copilot agents (including knowledge sources) Understanding limitations vs expectations (especially compared to ChatGPT/GPTs) Debugging current issues — I am encountering multiple errors and need help resolving them quickly Ideal Freelancer: Hands-on experience with Microsoft 365 Copilot (not just general M365) Familiar with Copilot agents / SharePoint grounding / enterprise setup Able to troubleshoot live during the session Strong communicator who can explain Microsoft’s architecture clearly Goal of Sessio...
I’m looking for quick help standing up five separate, free-for-development environments so I can start testing applications immediately. The scope is straightforward: • A SharePoint tenant • A ServiceNow developer instance • A Workday tenant • An SAP tenant or hub • A SAS Viya host For each environment I will need: – The live URL – Individual admin-level user name and password (no shared logins) – Clear instructions on how to pull or refresh access tokens / API keys Because this work feeds directly into my testing pipeline, detailed, step-by-step documentation is essential. Please capture every action you take—programs joined, forms filled out, configuration choices, limitations of the free tier, and any ren...
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...
...PO_Type, Region FROM PO_Database WHERE PO_Type = 'JIT' AND Receipt_Status IN ('Open', 'Partially Received') AND Need_By_Date <= CURRENT_DATE - 4 AND Region = 'AMER' ORDER BY Days_Past_Due DESC; Key points: Includes Partially Received (often missed but still non-compliant) Focused only on actionable backlog 2. Central Tracker (Core of the Mechanism) Host in Excel Online / SharePoint / Google Sheets Required Columns: | PO # | Site | Vendor | NBD | Days Overdue | Receipt Status | Owner | Action Status | Last Updated | Notes | Action Status Dropdown: Pending Assigned Blind Received Investigating Invalid / Cancelled Owner column is critical — assigns each PO to a NIR team member. 3. Automated Alert (Mon&nd...
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.
Ya tengo una hoja de Excel que empleo a diario y quiero que sus registros se envíen de forma automática a una tabla existente en SharePoint Online mediante Power Automate. Lo que necesito: • Un flujo en Power Automate que, al agregar nuevas filas en la hoja, cree los ítems correspondientes en la lista/tabla de SharePoint. • Configuración de conexiones (Excel en OneDrive o Teams, SharePoint Online) y permisos necesarios. • Breve documento o vídeo explicativo para que pueda mantener o modificar el flujo más adelante. En tu propuesta indícame, de manera detallada, cómo planteas el proyecto: pasos, tiempo estimado y validaciones que incluirás para evitar duplicados o errores. Si ya has ...
...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 review, fix, and enhance our existing SharePoint-based Quality Management System (QMS), supporting ISO standards. The goal is a stable, simplified, branded, and maintainable solution that resolves current reliability, usability, and design issues. Scope of work - Review current SharePoint structure, libraries, lists, pages, navigation, and permissions. - Diagnose and remediate supplier questionnaire workflows end-to-end. - Fix and stabilize PDF and non-PDF document approval workflows. - Ensure reliable handling of revisions, metada...
...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...
I need help troubleshooting and fixing a PowerAutomate flow that I've set up for SharePoint. The flow is intended to create sites linked to two main hubs for our residential construction projects, but it fails mid-process while connecting to SharePoint. Key Issues: - PowerAutomate flow errors - Flow fails mid-process - Fails while connecting to SharePoint Ideal Skills & Experience: - Proficiency in PowerAutomate and SharePoint - Experience with troubleshooting PowerAutomate flows - Familiarity with SharePoint site creation and data manipulation
Description: I’m looking for a Power Automate tutor for live 1:1 sessions. I currently do not have access and need help either getting developer access or using your environm...Automate tutor for live 1:1 sessions. I currently do not have access and need help either getting developer access or using your environment for learning. I want to learn through hands-on practice with real scenarios and flows. Requirements: • Strong experience with Power Automate • Able to help set up developer access or provide a working environment • Focus on practical learning (flows, SharePoint, Excel, basic automation) • Clear explanation in simple English • Comfortable with Zoom/Google Meet Schedule: • EST 10 pm on wards • 2 hours per session Please s...
I'm seeking a skilled web developer to create a beautiful wedding website. The primary purpose of this site is to share essential event details with our guests. The site should include: - Wedding schedule - Venue information - Accommodation options - QR Code to website for Save the Date Cards - sharepoint for picture uploads from guests - counting Timer to Wedding - Dress Code - Love story - first page of website should be a letter which opens to the real website - RSVP link - location with maps link - background music - elegant interactiv design Ideal Skills and Experience: - Experience in creating event-oriented websites - Strong design skills for a visually appealing layout - User-friendly navigation - Ability to incorporate responsive design for mobile access - Experience...
We need an end-to-end implementation that connects the entire Microsoft stack and transforms static Azure Web Apps into a dynamic lead generation hub. We want the following components to work seamlessly together. Dynamics 365 (Premium, Sales, Business Central, Customer Insights, Dataverse, Power Apps) must be integrated with Email, Calendar, SharePoint, OneDrive, Teams, and Yammer within the O365 suite. Within Business Central, sales and purchase order workflows must be exposed to allow data movement without manual entry. Since the company is a startup and lacks existing data, the solution must create appropriate tables and relationships to ensure all new information is automatically reflected across all apps. On the customer-facing side, we want to deploy a conversational AI chat...
I have several Excel spreadsheets that are updated regularly and I want a Power Automate flow that removes the manual data-entry steps I’m currently doing. The goal is simple: whenever new rows appear in the workbook, the flow should capture them, apply any basic validation rules we agree on, and then post the clean data into the destination I specify (another Excel file, SharePoint list, or SQL table—whatever you recommend for reliability). You will be responsible for: • Building the cloud flow in Power Automate using the standard Excel connector (files live in Microsoft 365). • Adding configurable checks for blank cells, duplicates, and simple data-type mismatches. • Logging every run to an audit sheet so I can trace what was imported and what was...
...documentation frameworks: IEEE 830, IEEE 1016, MIL-STD-498 • Should be able to produce executive summaries, architecture descriptions, technical specifications, implementation strategies and security models. • Ability to communicate complex information accurately ensuring it is easily understood by the intended audience. Tools • MS Word, LaTeX (for formal reports), Confluence, SharePoint • Diagram tools: Visio, , Lucidchart, AI based tools • Version control basics: Git (for doc-as-code workflows) Soft Skills • Stakeholder coordination — ability to extract information from kernel engineers, architects, and domain experts. • Effective communication and stakeholder interaction is required. • Ability...
...documentation frameworks: IEEE 830, IEEE 1016, MIL-STD-498 • Should be able to produce executive summaries, architecture descriptions, technical specifications, implementation strategies and security models. • Ability to communicate complex information accurately ensuring it is easily understood by the intended audience. Tools • MS Word, LaTeX (for formal reports), Confluence, SharePoint • Diagram tools: Visio, , Lucidchart, AI based tools • Version control basics: Git (for doc-as-code workflows) Soft Skills • Stakeholder coordination — ability to extract information from kernel engineers, architects, and domain experts. • Effective communication and stakeholder interaction is required. • Ability...
...structured documentation frameworks: IEEE 830, IEEE 1016, MIL-STD-498 Should be able to produce executive summaries, architecture descriptions, technical specifications, implementation strategies and security models. Ability to communicate complex information accurately ensuring it is easily understood by the intended MS Word, LaTeX (for formal reports), Confluence, SharePoint Diagram tools: Visio, , Lucidchart, AI based tools Version control basics: Git (for doc-as-code workflows) Soft Skills Stakeholder coordination — ability to extract information from kernel engineers, architects, and domain experts. Effective communication and stakeholder interaction is required. Ability to work with cross-functional technical teams. Ability to organize
I need an end-to-end build that connects my entire Microsoft stack and turns my static Azure WebApp into a dynamic, lead-generating hub. Here is what I want working together seamlessly: Dynamics 365 (Premium, Sales, Business Central, Customer Insights, Dataverse, Power Apps) alongside Email and Calendar, SharePoint and OneDrive, plus Teams and Yammer from the O365 suite. Within Business Central I also want my Sales Order and Purchase Order flows exposed so they can move data without manual keying. Because the company is brand-new, there is no historical data; the solution must create the right tables and relationships so every new piece of information propagates across all apps automatically. On the customer-facing side, I would like a conversational AI chatbot on my website that...
I want to turn the p...from you: • Audit and map the current documents so we both see what exists and what’s missing. • Standardise wording, naming conventions, version control and formatting into one clear template. • Produce a master SOP handbook (Google Docs or Word) plus quick-reference flowcharts—Lucidchart, Visio or similar are fine. • Suggest lightweight implementation options (e.g., Notion, Confluence, SharePoint) so the team can access and update procedures easily. Acceptance criteria: every core operational task is documented step-by-step, includes owner, frequency and quality check, and is simple enough that a new hire could follow it without assistance. If you’ve systemised SOPs before and can show an example of a polished...
My SharePoint-based project management site relies on a Power Automate flow that should fire whenever a new item is created. The flow’s job is simple: build a unique project code and spin up an accompanying project document. Right now the trigger fires, but the code never appears and the document step stalls, so the entire automation stops there. I need someone who knows Power Automate inside out to trace where the logic fails, correct whatever expression, variable handling, or connector issue is blocking code generation, and make sure the document creation completes reliably every time an “Item created” trigger hits. Once fixed, the solution should: • Generate a unique, correctly formatted project code for each new SharePoint list item • Produ...
I need a reusable SharePoint List (or an Excel template I can import) that lets me manage launch-readiness activities across multiple locations. To start I’ll be tracking 6-10 sites, but the structure must let me add the next wave without rebuilding anything. List structure • Master dashboard – one place that shows every Site Name, its overall Completion Status, and a link to that site’s detailed list. • Site-specific lists – ten “weeks” per site: nine pre-launch (T-9 weeks, T-8 weeks, T-7 weeks, etc. until Go Live) and one post-launch. T-9 weeks also holds 3–4 Ticket Number fields. In every week I need a Script text column that teammates can copy into Slack, plus a “Complete” button (JSON-formatted column or Power...
I need custom SharePoint forms to facilitate multi-level approval processes, specifically involving the Finance department. The forms should be designed to streamline and automate approvals, ensuring efficiency and accuracy. Key requirements: - Custom forms for multi-level approval processes - Integration with Finance department workflows - Automation to reduce manual intervention Ideal skills and experience: - Proficiency in SharePoint form customization - Experience with workflow automation - Familiarity with finance-related approval processes Looking for a freelancer who can deliver a robust and user-friendly solution.
...transport rules, address policies • Teams – messaging, audio/video meetings, file collaboration; domain-based policies, guest settings, and retention • SharePoint – dedicated sites per company, permissions and DLP On the business side I want Dynamics 365 ERP modules—HR, Sales, Accounting—provisioned and ready for daily operation. That includes security roles, business units that mirror the domains, basic workflows, and tight integration with Outlook and Teams. Deliverables • Architecture plan outlining domain segregation, licensing model, conditional access, and naming conventions • Step-by-step implementation of Exchange, Teams, and SharePoint with documented policies • Deployment of Dynamics 365 HR, Sales, and ...
...municípios. A solução deverá ser integrada ao SharePoint e permitir o acompanhamento operacional e gerencial por meio de formulário automatizado, base de dados estruturada, automações de processo e dashboards desenvolvidos em Power BI. O objetivo principal será monitorar, de forma clara e padronizada: a execução das visitas técnicas realizadas nas unidades de saúde; a produtividade da equipe operacional; as principais atividades executadas em campo; os problemas operacionais identificados nas unidades; a situação de uso do sistema pelos profissionais; os indicadores acompanhados nas unidades de atenção básica; a efetividade do serviço prestad...
Small London law firm (2-5 users) needs SharePoint Online specialist to design and implement a secure document management system for client matters. What we need: Design firm hub + client/matter libraries Permissions & access groups by matter team Metadata fields (client, matter #, doc type, status, lawyer) Naming conventions for files/folders/libraries Connection to OneDrive Version control & governance setup
... We have a SharePoint 2016 Classic on-premises website, and we are currently working on enhancing it to meet SEO standards and achieve a strong overall performance score. We have already made significant progress in improving the website in several areas, including SEO structure, Core Web Vitals, Speed Index, backlink strategy, and text-to-HTML ratio. We also have a clear list of tasks and improvements that we are actively implementing. At this stage, we are looking for an experienced consultant who can review our current work, confirm that we are moving in the right direction, and provide expert guidance on whether there are faster or more effective approaches to reach our goals. We would specifically value support in the following areas: SEO best practices for SharePoin...
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I need a Microsoft SharePoint–based app that takes the manual grind out of our inventory and supply tracking. The goal is simple: automate every step of data entry and reporting so our team can focus on decision-making instead of spreadsheets. Here’s what I’m after: • A streamlined SharePoint interface where staff can log inventory movements from any device. • Automated validation rules that catch entry errors on the spot. • Power Automate flows (or comparable SharePoint workflow tools) that route the captured data into the right lists, trigger real-time stock level calculations, and schedule email or Teams alerts when thresholds are hit. • A set of clear, filterable dashboards and exportable reports giving us at-a-glance v...
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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