Before and after

Retirement payment data for state employees had to be gathered from several systems, and every member depended on it being right. We built a custom app that brings the data together in one place, connected to the agency's on-premises systems through Power Automate, Azure Functions, and SQL stored procedures. Members now get substantially more accurate results, staff workload dropped significantly, and optimized queries cut the runtime from 15 minutes to under 30 seconds. We trained the agency's own staff to maintain it.

A regulated enterprise with more than 5,000 employees was running key processes on manual workarounds, an on-premises SharePoint 2013 environment, and a shared network drive. We led Power Platform projects from discovery through deployment, moved 5,000+ users to SharePoint Online, and replaced the network drive with OneDrive and clear governance. Along the way we built more than 15 Power BI reports for up to 1,000 users, and a version history governance policy cut the SharePoint storage footprint by 30%. In all, the program delivered more than $300,000 in value through staff time and capital.

When Microsoft retired InfoPath Forms Services in SharePoint Online, a large regulated organization had tens of thousands of request records stored as InfoPath files that were about to become unreadable. We built an automated pipeline that reads each form, renders it as readable HTML and PDF, keeps its attachments, and files it in a SharePoint archive with searchable details. Built-in retry and resume logic let it work safely through a library of roughly 60,000 records.

Cost, schedule, and compliance reporting for a multi-year infrastructure program ran on large Excel workbooks, manual exports from the finance and budgeting systems, and files synced to individual OneDrive folders. We built a Power BI platform on dataflows that bring together finance, budgeting, scheduling, and SharePoint data, designed to keep working as source files change. On top of it sit dashboards for cost validation, plan-versus-forecast financials, contractor balances, regulatory cost reporting, and compliance tracking. Everything refreshes on a schedule from SharePoint, and monthly snapshots keep a reliable history.

Comparing actual costs from SAP against budget meant working through a large Excel workbook of pivot tables built on a raw cost export. We rebuilt the same pivots, plus an annual regulatory cost table, as a Power BI model that reads the export directly, without changing the source workbook. The rebuild also surfaced data-quality issues in the original file.

A compliance dashboard tracking inspections and findings read its source workbooks from one employee's synced OneDrive folder, so refreshing it depended on that person's computer. We repointed every query to SharePoint. The dashboard now refreshes on a schedule in the Power BI service and keeps working no matter who is out of the office.

Project, bid, and schedule details were spread across separate SharePoint lists and workbooks. We built a custom app that gives the team one place to track projects and bids, tuned so its screens load quickly. A Power Automate flow now sends a weekly digest email with a formatted status card for each item and an Excel attachment generated at run time.

Clients in media, financial services, nonprofits, and professional sports needed SharePoint environments built, upgraded, and supported. We built and supported more than 100 of them, including several enterprise environments, and migrated clients from SharePoint 2007, 2010, 2013, and 2016 to Microsoft 365. Each rollout came with custom workflows, apps, and dashboards where they were needed, plus hands-on training for the people using them.