Advanced SharePoint & Power BI Solutions

I work in financial services in Italy and I need a seasoned Microsoft developer to help me turn SharePoint and Power BI into a fully integrated reporting and analytics hub. The goal is to build custom apps or extensions that:

• Deliver clear, interactive dashboards and drill-down reports for our financial data in Power BI.
• Create end-to-end reporting workflows inside SharePoint, including data collection, processing, and secure publishing.
• Automate the hand-off between Microsoft tools—connecting reports to personal apps, Excel models, Outlook notifications, and (where valuable) Teams conversations—so that insights reach the right people without manual effort, Share Point.

Scope
1. Architecture & Blueprint – propose the best information architecture, data model, and security approach for a financial-services environment.
2. Development – build the SharePoint components, Power BI datasets, custom connectors, and any required APIs.
3. Integration – wire everything together so data flows seamlessly between the apps and the broader Microsoft 365 stack.
4. Testing & Refinement – validate performance, accuracy, and user experience; iterate based on feedback.
5. Documentation & Knowledge Transfer – provide clear technical docs and short user guides; walk me through maintenance steps.
6. Optional Ongoing Support – I’m open to a retainer for future enhancements or troubleshooting.

I value clean, well-commented code, transparent communication, and a proactive attitude toward data security and compliance. If you have a proven track record in SharePoint Framework (SPFx), Power BI, and Microsoft 365 integrations, I’d like to hear how you would approach this project and see examples of similar work.