Microsoft365 Operations Workflow Consultant -excel sharepoint

Microsoft 365 Operations Workflow Consultant (SharePoint + Teams + Excel + Power Automate)

Description: I run a smalllogistics company and I’m looking for an expert who can design a simple, reliable operational control system inside Microsoft 365 using the tools we already have available example (Teams, SharePoint, Outlook, OneDrive, Excel, Planner).

I am NOT looking for a custom built application or heavy development. I want something clean, lightweight and easy for my team to use.

The goals: • One place where I can see what’s going on in the business • Clear task ownership (who is doing what) • A simple structure to track new jobs, tasks, calls, shared inbox items, documents, vehicle maintenance, timesheets, taffiff spreadsheets, quote spreadsheets and basic KPIs • Reduce mental load by removing scattered information across emails, calls, WhatsApp and spreadsheets • Keep everything inside the Microsoft environment

What you should be skilled in: • SharePoint Lists (for structured data) • Power Automate (light, practical automations only) • Excel (advanced tables, macros,formulas, dashboards) • Creating simple systems, not over-engineered solutions

What I’m looking for: • Practical solutions (not heavy coding, not Power Apps unless essential) • A clear, maintainable structure no dependency on custom systems

If you specialise in Microsoft 365 workflows and can help build a clear operational control setup without unnecessary complexity, I’d like to talk.

Please send: • Examples of similar systems you’ve built

Thanks Paul

Budget: GBP 100 (Fixed Price)

Proposals: 15 freelancers have applied