Solution project01
Prospecting Power App and AI Agent
Developed a Power App and Copilot-based agent that captures advisors' ideal-client profiles, changing business goals, and prospecting criteria. The guided workflow helps users define what they are looking for and supports more consistent, targeted prospect identification.
Power AppsCopilot StudioDataversePower Automate
Solution project02
Tax Knowledge and Research AI Agent
Built a Copilot Studio agent connected to curated knowledge sources so employees can find tax research and practical guidance through a consistent conversational experience. The solution improves access to internal expertise while keeping the information source controlled and maintainable.
Copilot StudioKnowledge sourcesAI governance
Solution project03
Learning Management System
Created a centralized learning solution for organizing content, training paths, modules, sequential assignments, and completion records. The platform gives employees a clearer development journey and gives administrators better visibility into participation and progress.
SharePointPower AppsPower AutomatePower BI
Solution project04
Business Card and Material Approval Framework
Designed a role-based approval process for business cards and other materials. Submissions move through operational and compliance review, produce print-ready information, and preserve an audit trail of decisions, revisions, and final approvals.
SharePointPower AutomatePower AppsApproval workflows
Solution project05
Travel Access Management System
Developed an approval-driven workflow for temporary travel access. It schedules changes across connected systems, alerts the third-party security operations provider, records the approval history, and automatically removes temporary access when the travel period ends.
Power AutomateSharePointAccess managementNotifications
Solution project06
Licensing and Registration Tracking System
Implemented a monitoring and alerting solution for life-insurance and securities licensing. The system brings renewal dates, ownership, status, and follow-up actions into one operational view so compliance work can be handled before deadlines become urgent.
SharePointPower AutomatePower BICompliance tracking
Solution project07
Compliance and Outside-Activities Tracking
Built systems that capture employee outside activities, route information for review, and provide reporting for oversight. The structured process improves auditability and makes recurring compliance follow-up more accountable.
Power AppsSharePointPower AutomateReporting
Solution project08
Employee Course Application Tracker
Created an approval and status-tracking process for employee training requests. The solution determines approvers by department, sends the request first to the manager and then to HR for final approval, and keeps the employee and administrators informed throughout the process.
Power AppsPower AutomateSharePointApprovals
Solution project09
Contact List and Support Tracking System
Developed a centralized operational tool for maintaining contact information and recording support activity. It gives teams a shared source of current details and a clearer history of requests, follow-up, and service coordination.
SharePointPower AppsSupport operations
Solution project10
Privilege and Access Inventory
Built an auditable inventory of privileged access across Microsoft and third-party platforms. Scheduled reviews, documented removal procedures, and departure or incident workflows help keep elevated access visible and manageable.
PowerShellMicrosoft 365Access reviewsAudit records
Solution project11
Company Communication and Branding Platforms
Created SharePoint communication and branding sites that centralize templates, brand guidance, Office themes, and organizational communications. Employees can find approved resources through dependable self-service access instead of relying on scattered files or informal knowledge.
SharePointCommunication sitesOffice themesContent governance
Solution project12
Client Presentation Change and Approval Site
Built a SharePoint solution for governing changes to client-facing presentation material. It gives contributors a structured submission process and gives operational and regulatory stakeholders a clear review and approval history.
SharePointPower AutomateDocument governanceApprovals
Solution project13
Women's Health Month Engagement Platform
Combined SharePoint, Microsoft Forms, Power Automate, Power BI, photo submission, voting, and donation tracking into a multi-office employee initiative. The platform supported participation from start to finish and produced measurable reporting for organizers.
SharePointMicrosoft FormsPower AutomatePower BI
Solution project14
Boardroom Monitoring and Alerting Tool
Developed a centralized reporting solution that checks conferencing equipment, displays, required software, and device availability. When a room falls outside expected conditions, the tool sends a proactive alert to the service desk so issues can be addressed before a meeting is disrupted.
PowerShellPower BIMonitoringService Desk
Solution project15
Smart Board Self-Remediation Application
Built software that monitors required services on smart boards and automatically restores failed components. The self-remediation process reduces meeting disruption and avoids requiring visible technical intervention in front of users.
C#Windows servicesMonitoringRemediation