​SharePoint Intranet

Hub environment with 11 internal department sites and 2 external sites for third-party organizations.

Δ Customized Access and Permissions based on the user's role Automated the new asset approval process with 3 distinct levels of group approval.
Δ Automated email reminders for upcoming deadlines for task items Visualized department datasets utilizing PowerBI.
Δ Created Microsoft Project Planners for each internal department – includes visualized status data 

​Employee Time-Off Portal

Internal Portal with automated processes for a small business utilizing Microsoft SharePoint as the home page, Forms for request submissions, Lists to collect user input data, and Power Automate to create cloud process flows.

Δ SharePoint home site with form link and approved time-off in list and calendar view.
Δ Selected approving manager received an approve/deny email when a user submitted their time off request.
Δ   Automated email replies for time-off request outcomes.
Δ Customized reminders for managers and users

​Automated Employee On & Off boarding

 Business Portal for clients utilizing SharePoint as the home page, Forms for request submissions, Lists to collect user input data, and Power Automate to create the cloud process flows.

Δ SharePoint home site and a customized page for each client which included a Form link and status list of every request – custom permissions implemented.
Δ Form submissions sent automated emails to the ID Management Team to create or remove permissions from client user accounts.
Δ   Automated status updates to the site and requesters

​Branded Bookings Pages

Business Bookings page for clients to request meetings & interviews within their operational hours and implemented custom buffer times as requested.

Δ Users had the option to select various services the business provides.
Δ Each business services request had a set timeframe and cost associated.
Δ Bookings Calendar syncs with the team members outlook to reflect available dates & times.
Δ Users have the option to select a specific team member for the business request.
Δ Customized automated email and text reminders.
Δ Automated post meeting emails distributed at business requested times.

​Firm E-Filing Automation

Custom automation that parses incoming emails, cleanses data to customized formats, provides updates into a Master Workbook, auto-files any attachments to corresponding folders, and delivers detailed email updates to assigned users.

​Firm Meeting Automation

Meeting Creator Automation to create meetings from incoming emails, with data parsing the subject + body for it to be included in the meeting body and set the desired date & time.

​Firm Post Interview Automation

Process for newly acquired clients, which included securely sending automated documentation to be reviewed, signed, and delivered to the Firm.

​Microsoft Business Tenant Accounts

Business Accounts created from the ground up, including linking domains, creating user accounts with IT Security best practices of Principle of Least Privileges (PoLP), customized SharePoint sites for users to collaborate in secured document libraries, Project Planners, and more.

​Microsoft Power Pages

Customized business websites and portals created for both internal & external users.

​Microsoft Power Apps

Business application portals customized applications created for both internal & external users.

​Business KPI Dashboards

Develop dashboards from unrelated data sources into coherent, visually immersive, and interactive insights. Visualize and identify what's important and share it with anyone or everyone you want to help drive success. Easily collaborate on reports with colleagues and share insights across apps, sites, and workspaces.