Services
Microsoft 365 operations systems for small businesses.
I help small businesses build practical internal systems using tools they may already have: Microsoft Forms, SharePoint, Microsoft Lists, Power Automate, Power BI, Excel, and OneDrive.
Service 01
Reporting Systems Audit
$750 to $1,500
A fixed-scope review of your current workflow, spreadsheets, forms, dashboards, and manual reporting process.
You receive a written plan showing what is broken, what can be automated, and what a working Microsoft 365 system could look like.
Includes
- Current-state workflow review
- Spreadsheet and reporting review
- Data-source review
- Manual-step analysis
- Automation opportunities
- Dashboard and reporting recommendations
- Build roadmap
- Fixed-price project estimate
Service 02
Microsoft Operations System Sprint
$7,500 to $20,000
A focused remote build that turns one messy business workflow into a working Microsoft 365 system.
Examples
- Request intake system
- Approval workflow
- Deadline tracker
- Compliance tracker
- Client onboarding tracker
- Staff workload dashboard
- Issue tracking system
- Monthly reporting system
Includes
- Forms or intake screen
- Microsoft List or SharePoint data structure
- Power Automate workflows
- Power BI dashboard
- Documentation
- Training session
- Launch support
Service 03
Monthly Microsoft Systems Support
$2,500 to $5,000 / month
Ongoing support for businesses that want their forms, flows, dashboards, and reporting workflows maintained after the initial build.
Includes
- Power Automate troubleshooting
- Power BI updates
- Form and list changes
- Data-quality checks
- New KPI requests
- Documentation updates
- Monthly reporting review
- Small workflow improvements
Not sure where to start?
Begin with a fixed-scope Reporting Systems Audit. It is the lowest-risk way to understand what a Microsoft 365 system could do for your operations.