SharePoint Audit Automation & Power BI Dashboard

@AwaisChaudhry

Hello Wynleigh ICS, I will build an automated audit platform on SharePoint and Power BI that uses your existing data as the backbone. I will import client metadata into a master data source in SharePoint/Dataverse, replace the current audit tracking spreadsheet with a SharePoint list driven workflow, and generate audit packs from your matrix. Templates will be prefilled with client and audit metadata, ZIP-packaged, and stored in a dedicated library with a traceable generator timestamp. The Power BI dashboard will show progress, workload, bottlenecks, and escalations in real time, with Power Automate sending alerts when planned dates are missed. Security will be role-based with strict version control and full audit trails, and I will provide complete technical documentation and training for admins and team leaders. Please confirm the exact master client metadata source (file name, sheet, refresh cadence) and how Client ID# should map. Do you prefer SharePoint lists or Dataverse as the master data store? Any migration steps? What fields/lookup mappings are mandatory for client metadata and audit tracking? Any data cleansing rules? Confirm audit types, stages, and Standard mappings; multi-site/audit type variations? Proposed access roles: Admin, Audit Team Leader, Auditors; any additional roles or permissions? Where to store generated audit packs? Naming conventions and retention policy? Email templates and escalation rules: recipients, thresholds, content? Power BI requ

@zayertech

Dear Sir, I hope this message finds you well. With 15+ years of experience in Project Management, I’m confident I can bring value to your project by leveraging advanced tools like ClickUp, JIRA, Asana, and monday.com. These tools have enabled me to streamline workflows, optimise efficiency, and enhance project execution. I have successfully led both web and mobile development projects, overseeing all phases to ensure timely and on-budget delivery. My expertise in automation tools has further allowed me to reduce manual tasks and improve team collaboration, driving consistent project success. Clients have praised my commitment to delivering high-quality results and maintaining transparent communication. In addition to technical skills, I offer training in project management and automation tools, empowering teams to excel in their roles and achieve project goals more efficiently. I am eager to collaborate and confident in my ability to help you achieve your vision. Let’s discuss how we can work together to make your goals a reality. Best regards,

@Solutionzhere

This is exactly the kind of Microsoft 365 automation SolutionzHere loves. SharePoint + Power Automate + Power BI replacing fragile spreadsheets with a proper audit platform. Here’s how this would run: 1) Design & build: SharePoint client master + audit lists, “Generated Audit Packs” library, and role-based permissions, wired to your existing client and audit matrices. 2) Automation: Power Automate flows to generate ZIP-based audit packs from the matrix, prepopulate templates, update workflow stages, and send timed escalations to leaders/admins. 3) Insight: Power BI model on top of SharePoint lists for real-time KPIs, bottleneck visuals, and overdue-audit alerts that also feed escalation emails. For this scope, a fair proposal is $1,800, over 3–4 weeks, including training and documentation. One question: Is the client/audit matrix structure final, or should time be included to normalize/clean it before automations are built?

@avinashsg16

Hi, I have been working as a sharepoint, power automate, powerapps, power portal powerbi developer from last 7+ years in one of the fortune 500 company and i have worked on around 100+ project so far. i am confident that i can do this task for you as i totally understand your requirement. can we discuss in detail over chat to know more about the project. i know that freelancer.com is full of people like me but please note that: - Preferred freelancer (top 1% in freelancer) - I have completed around 80+ similar projects - I am a Top rated Freelancer - Experience working with clients across the world - 4.9/5 Rating - Multiple skill sets Please initiate chat to discuss more in detail. Thank you

@LiveExperts

Hello, As an experienced engineer and Project Manager at Live Experts® LLC, specializing in data analysis, business intelligence, and Power BI, I am confident in my ability to deliver a robust SharePoint automation solution for Wynleigh ICS. With a deep understanding of the platforms and tools involved (Microsoft 365, SharePoint, and Power Automate), I can create an automated audit system that replaces your existing spreadsheet and aids in tracking audit progress intelligently through predefined workflow steps. One of the most important aspects of any data-centric system is ensuring smooth integration with existing data sources. Having worked with similar systems before, I'm well-versed in importing and integrating various data structures into SharePoint. I will ensure seamless assimilation of your client metadata stored in the spreadsheet into SharePoint or Dataverse – which will act as the master data source for the entire audit pack generation process. Moreover, my skills in Data Analysis and Visualization make me especially qualified to design a rich, user-friendly Power BI dashboard that meets all your specific requirements. The real-time tracking of audit progress per workflow stage, drilldowns by auditor/client/audit type, KPI reporting, and visualization of bottlenecks are all within my purview - they're familiar territory. To put it simply: Let me combine advanced technical tools with tried-and-true project management ski Thanks!

@Appworldz

Hello, Wynleigh ICS’s brief is very clear, and this is exactly the kind of Microsoft 365–centric audit and BI automation work I specialize in. I can design the SharePoint lists/libraries, build Power Automate flows for audit-pack generation and escalations, and deliver a Power BI dashboard that replaces your current spreadsheets while surfacing KPIs, bottlenecks, and overdue actions in real time.​ From a delivery standpoint, a realistic implementation would be 3–4 weeks, including metadata migration from spreadsheets, workflow stages in SharePoint, automation of ZIP-based audit packs, role-based permissions, and short training sessions for admins and team leaders. A few quick questions to align properly:​ Do you already have a preferred structure for client master data (e.g., SharePoint vs Dataverse)? Are there any constraints on using Power Automate premium connectors or is your tenant licensed for them? How frequently do you expect to refresh and expand the audit documentation matrix? Happy to outline a milestone-based plan (design → build → UAT → handover) once you confirm timelines and any internal compliance constraints. Looking forward to partnering with you on making your audit process fully automated and auditable.​ Regards Sahanaj

@dvcontact

Dear Wynleigh ICS Team, What if you could eliminate manual audit pack creation, eliminate spreadsheet tracking chaos, and automatically escalate overdue audits—all within your existing Microsoft 365 environment? I'd like to build a working demo of your SharePoint audit automation and Power BI dashboard at no cost before any commitment, showing exactly how your audit workflow transforms. I propose delivering a fully integrated solution combining SharePoint lists, Power Automate workflows, and Power BI dashboards that automate audit pack generation from your documentation matrix, prepopulate forms with client metadata, replace your tracking spreadsheet with real-time visibility, and trigger intelligent escalations when planned dates slip—enabling your team to focus on audit quality rather than administrative overhead. This solution reduces manual work by 70%, provides instant visibility into audit bottlenecks, and ensures no audit slips through the cracks. Let's schedule a brief discussion to review your audit documentation matrix and existing spreadsheet structure, then I'll create a live demo showcasing audit pack generation and dashboard KPIs tailored to your workflow. Regards, Smith

@SmartBros

With over 10+ years of experience as a Microsoft 365 / SharePoint developer and consultant, I can deliver your end-to-end audit pack automation, Power Automate workflows, and Power BI dashboards aligned exactly with your spec. I have my own Office 365 environment for development and can later migrate everything cleanly into your tenant. I am available for a detailed discussion over call to refine scope and get started immediately.

@jepita200

Hello there,, I have advanced experience in Data Mining, Statistics, Statistical Analysis and Data Science. With my vast background in data analysis and management, I am confident in my ability to handle your categorical data project effectively and efficiently. I have extensive experience in collecting, cleaning, analyzing, and visualizing data using Python programming, an invaluable asset for a project of this nature. Additionally, I am well-versed with CRISP-DM framework and adept at identifying patterns within datasets Choosing me means benefitting from not only my expertise but also my personal approach to projects. I understand that each task is unique, requiring tailored skills, and so I'm willing to go the extra mile to provide you with results that meet and exceed your expectations. Let's join forces in this project as our combined strengths will surely produce a result that's efficient, elegant and insightful! Let's not waste any more time! Together, we can mine this data efficiently and answer the questions to achieve your goals. Best Regards, Thanks

@gigatorb

My name is Lav, a Senior Software Engineer and Solutions Architect with 18+ years of experience in SharePoint, Power Automate, Power Apps, Dataverse, and Power BI. I specialise in workflow automation, document generation, and audit/compliance systems. Understanding & Solution (Short) You need to automate the entire audit process: import client metadata, replace tracking spreadsheets with SharePoint lists, generate audit packs using the existing matrix, prepopulate templates, automate workflow stages, send escalations for overdue tasks, and build a real-time Power BI dashboard. I will deliver this through SharePoint lists, Power Automate flows, Power BI models, and secure role-based access. Feature List Client Master List Audit Master List with workflow Automated audit pack generation Template prepopulation ZIP file creation Email notifications and escalations Power BI KPI dashboard (progress, bottlenecks, overdue audits) Role-based permissions Short Case Study Delivered SharePoint–Power Automate workflow systems including multi-stage approvals, document creation, file automation, escalation notifications, and Power BI reporting for compliance-heavy clients. Also built CRM and document automation solutions integrating SharePoint, Dataverse, and Power Automate—directly aligned with audit pack generation and workflow tracking.

@trm66614

Hi there,Good afternoon I am Talha. I can work with your project skills Power BI, Data Visualization, Data Analysis, Microsoft 365, Business Intelligence, Technical Documentation, Project Management, Power Automate and Data Integration I am excited to present my proposal, which centers around a personalized approach designed to elevate your project. We will start with an in-depth consultation to gain a deep understanding of your project's unique requirements, goals, and constraints. Our commitment to customization means that we will tailor our services to align perfectly with your project, and we will explain how this approach will meet your expectations. Please note that the initial bid is an estimate, and the final quote will be provided after a thorough discussion of the project requirements or upon reviewing any detailed documentation you can share. Could you please share any available detailed documentation? I'm also open to further discussions to explore specific aspects of the project. Thanks Regards. Talha Ramzan

@Rahulsingh5xz

Hello, I’m Rahul Singh from Team Velora. With 3 years of experience automating SharePoint workflows and building integrated Power BI dashboards, we can create a fully automated audit pack system for Wynleigh ICS—including SharePoint lists, metadata-driven document generation, Power Automate notifications/escalations, and a real-time KPI dashboard. Come to private chat to see similar SharePoint + Power BI automation projects. Ready to start immediately and deliver a robust, end-to-end solution.

@RickJMc83

Hi Wynleigh ICS, I’m excited about the opportunity to develop an automated Microsoft 365-based auditing solution tailored to your needs! My extensive experience with SharePoint and Power BI, combined with my knowledge of audit workflows, makes me confident in delivering a robust system that generates audit packs seamlessly, integrates client metadata, and provides real-time progress monitoring through a comprehensive dashboard. I will streamline your auditing process by replacing your current tracking spreadsheet with dynamic SharePoint lists and a Power BI dashboard. This will not only enhance workflow management but also automate email notifications for key milestones, ensuring you never miss planned audit dates. We'll focus on providing you with in-depth insights into audit status, workload, and potential bottlenecks. I propose to start this project immediately and aim to complete it within 14 days. I’m excited to discuss how we can enhance your auditing processes further! What specific data visualizations would you find most valuable for the Power BI dashboard? Thanks,

@HNamdar

Hello, I will develop and deploy the automated audit management system based on your requirements, integrating SharePoint, Power Automate, and Power BI to manage audit pack generation, workflow oversight, and escalations. You will receive: - A fully configured SharePoint site with organized lists, libraries, and integrated client data, ready to support audit workflows and pack assembly. - Automated Power Automate workflows to generate audit packs using the document matrix, prefill templates, compile ZIP files, and trigger email notifications for missed deadlines. - A Power BI dashboard offering real-time audit tracking, key performance indicators, and interactive drill-downs by auditor, client, and standard, complete with clear traffic-light escalation visuals. - Full documentation and role-specific training: 3 hours for system administrators and 2 hours for auditors and team leads, covering metadata configuration and system operation. - This solution will replace your current spreadsheet, enforce role-based security, and maintain detailed audit trails, delivered according to specification v1.4. I am ready to finalize timelines and begin promptly. Hassaan Namdar PhD Candidate (PT) | MSc (UK) Certified: Wharton & UC Berkeley

@eliza019

Hello there, With extensive experience in statistical and predictive analytics, My proficiency in SPSS combined with my programming skills in Python will not only ensure an effective data analysis but also allow for flexibility and automation, optimizing efficiency throughout the process. Throughout my career, I have consistently proven my problem-solving mindset transforming complex datasets into clear and actionable insights that clients can use to drive their business forward. Data cleaning and transformation is an often-overlooked area of importance; however, it's where precise analysis begins. My vast experience in this area ensures thorough sorting of your data for accurate analysis - leaving no stone unturned. Lastly, I recognize that clear communication is vital to successful project completion. I assure you of my commitment in communicating regularly and effectively throughout this project, leaving no room for ambiguities. Trusting me with this project will not just avail you of a qualified individual but also someone who is dedicated in leveraging their knowledge and experience for unparalleled client satisfaction.

@jesica46

Hi, I’m a professional PowerPoint designer with experience creating modern, clean, and impactful presentations for businesses, startups, and educators. I focus on making slides that are visually engaging and clearly deliver your message. I always deliver on time based on your deadline and needs, with unlimited revisions and fully editable files. Let’s create a presentation that truly represents your brand and grabs attention. Looking forward to working with you!

@sangeeta830

Hi, We propose delivering a complete Microsoft 365 solution that automates Wynleigh ICS’s audit pack generation, workflow tracking, and escalation process. Our approach replaces manual spreadsheets with structured SharePoint lists, automated Power Automate flows, and an interactive Power BI dashboard. The system will generate prepopulated audit packs from the existing document matrix, track audits across defined workflow stages, and issue automated email alerts for overdue actions. Role-based security, full audit trails, and version control will be applied. Deliverables include SharePoint configuration, automation flows, dashboard development, training, and technical documentation to ensure a scalable, efficient audit management process.

@raheelkxoftech

Greetings, With over 15 years of experience as a technology and business professional, I am confident that I can help you with SharePoint, Power Automate and Power BI. I have a deep passion for SharePoint and have worked extensively with all versions, including SharePoint Online (Office 365). I have expertise in related Microsoft technologies such as Power Automate (Flow), Power BI, and Power Apps. By leveraging these tools, I have built comprehensive and integrated business applications that are robust and efficient. My proficiency extends to customization on SharePoint Server 2010/2013/2019 using Visual Studio C#, as well as implementing applications in ASP.NET with SQL Server Database integration. I also possess knowledge of Nintex Workflow, which further enhances my capabilities in workflow automation. I have had the privilege of serving as a Project Lead for prestigious organizations such as: -Ministry of Education Dubai, -Ministry of Social Affairs Dubai, -Public Portal for EmiratesAirlines, -Ministry of Finance Portal for the Diplomatic -Institute of Qatar, Office 365 Portal for LogicalOutcomes Canada. Come over and chat to discuss the deliverables and deadline. Rahim

@zeljkoi6

Hi Wynleigh ICS, I am excited about the opportunity to streamline your audit processes through SharePoint automation and Power BI dashboards. With extensive experience integrating Microsoft 365 solutions, I will facilitate the conversion of your current audit tracking systems into an efficient SharePoint framework, ensuring real-time tracking and automated alerting for missed deadlines. Deliverables will include comprehensive Power Automate flows for email notifications and escalations, along with KPI visualizations to enhance decision-making. I propose to complete this project in 15 days, ensuring everything is tailored to your specific needs;