Microsoft 365 Operational System Setup
Budget: £20 – £250 GBP
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)
• Microsoft Teams integration
• Power Automate (light, practical automations only)
• Outlook shared mailbox workflows
• Excel (advanced tables, macros,formulas, dashboards)
• Understanding small business operations
• Creating simple systems, not over-engineered solutions
What I’m looking for:
• Someone who can propose the cleanest design
• Practical solutions (not heavy coding, not Power Apps unless essential)
• Something my team will actually use
• A clear, maintainable structure no dependency on custom systems
• Good communication and simple explanations
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
• Your approach to keeping things simple
• Your availability
Thanks
Paul
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)
• Microsoft Teams integration
• Power Automate (light, practical automations only)
• Outlook shared mailbox workflows
• Excel (advanced tables, macros,formulas, dashboards)
• Understanding small business operations
• Creating simple systems, not over-engineered solutions
What I’m looking for:
• Someone who can propose the cleanest design
• Practical solutions (not heavy coding, not Power Apps unless essential)
• Something my team will actually use
• A clear, maintainable structure no dependency on custom systems
• Good communication and simple explanations
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
• Your approach to keeping things simple
• Your availability
Thanks
Paul