You will get Setup Intelligent SharePoint DMS with Power Automate & AI Search
Rising Talent
Rising Talent
Project details
Stop treating SharePoint like a glorified hard drive. I design Intelligent Document Management Systems (DMS) using Metadata and Power Automate. I turn your chaotic file storage into a secure, automated engine that saves your team 10+ hours/week. Perfect for businesses needing ISO/GDPR compliance.
Most SharePoint setups fail because they are just "folders in the cloud."
As a Senior Business Consultant & Systems Architect, I know that lost documents cost money. I don't just "upload files"; I build Business Operating Systems.
I act as your Fractional CTO, designing a SharePoint architecture that scales with your company, secures your sensitive data (HR, Finance, Medical), and automates boring tasks.
š What makes my DMS "Intelligent"?
Metadata Strategy (No More Folders): I configure custom Content Types so you can find any invoice, contract, or patient record in 3 clicks or less.
Workflow Automation: I connect SharePoint with Power Automate to trigger approvals, signature requests, and notifications automatically.
Granular Security: I set up "Bank-Grade" permission levels. Ensure interns can't see CEO files.
Most SharePoint setups fail because they are just "folders in the cloud."
As a Senior Business Consultant & Systems Architect, I know that lost documents cost money. I don't just "upload files"; I build Business Operating Systems.
I act as your Fractional CTO, designing a SharePoint architecture that scales with your company, secures your sensitive data (HR, Finance, Medical), and automates boring tasks.
š What makes my DMS "Intelligent"?
Metadata Strategy (No More Folders): I configure custom Content Types so you can find any invoice, contract, or patient record in 3 clicks or less.
Workflow Automation: I connect SharePoint with Power Automate to trigger approvals, signature requests, and notifications automatically.
Granular Security: I set up "Bank-Grade" permission levels. Ensure interns can't see CEO files.
What's included
| Service Tiers |
Starter
$400
|
Standard
$1,500
|
Advanced
$2,900
|
|---|---|---|---|
| Delivery Time | 7 days | 14 days | 30 days |
Number of Revisions | 2 | 4 | 5 |
Design Customization | - | - | - |
Content Upload | - | - | - |
Responsive Design | - | - | - |
Source Code | - | - | - |
About Miguel
Business Growth Consultant |CEO of 5 Companies|Microsoft & Zoho expert
Alicante, SpainĀ - 12:29 pm local time
I don't just advise on business growth; I execute it daily across my own portfolio of 5 companies generating over ā¬10M in annual revenue.
If you are looking for a standard freelancer to "complete a task," I am not the right fit. However, if you need a Strategic Partner or Fractional COO who understands the chaotic reality of scaling businesses, maximizing EBITDA, and orchestrating complex digital ecosystems, we should talk.
Why partner with me? Most consultants operate on theory. I operate on proven experience. I currently own and manage 4 companies in the Healthcare sector (B2B & B2C) and an eCommerce venture. I have facedāand solvedāthe exact operational, financial, and technical challenges you are facing right now.
My "Unicorn" Skill Set: I bridge the gap between Executive Management and Technical Execution. I don't just tell you "what" to do; I can technically architect "how" to do it.
1. Executive Management & Strategy (The "CEO" View)
Scaling: Managed growth for organizations with 40+ employees.
Financials: P&L optimization, cash flow management, and profitability strategy.
Operations: Streamlining workflows to reduce overhead and increase output.
2. Healthcare Niche Expertise
B2C Clinics: Marketing strategies that fill waiting rooms and optimize patient lifecycles.
B2B Medical: High-ticket sales strategies and corporate partnerships.
Compliance: Navigating the complexities of healthcare data and regulations (European Market focus).
3. Digital Transformation (The "CTO" View)
Microsoft Ecosystem: Advanced implementation of M365, Power Platform (Power BI, Power Automate), and Azure to serve business logic.
Zoho Suite: Certified-level expertise in Zoho One, CRM, and Desk customization.
The Goal: I build systems where technology serves the business, not the other way around.
Who I work with: I selectively partner with business owners and boards who are ready to scale but are bottlenecked by operational chaos or lack of technical vision.
Next Steps: If you want actionable, high-level strategy backed by real-world execution, click "Invite to Job" to schedule a brief consultation.
Steps for completing your project
After purchasing the project, send requirements so Miguel can start the project.
Delivery time starts when Miguel receives requirements from you.
Miguel works on your project following the steps below.
Revisions may occur after the delivery date.
Architecture & Discovery Workshop
I analyze your current file chaos. We define Metadata, Content Types, and Permissions before building to ensure scalability and security.
Setup, Metadata & Automation
I build the SharePoint structure, configure search filters, and develop Power Automate flows to streamline your approvals and notifications