The organization managed 380+ vendor and contractor relationships across five departments — Procurement, Facilities, HR, Legal, and Administration — through disconnected email chains, spreadsheets, and physical folders. Contract expiration dates were tracked manually in Excel, causing missed renewals and compliance risk. Approval routing was inconsistent and there was no central visibility into SLA compliance or vendor status.

• Vendors Master List — core vendor registry with 40+ columns. Custom Power Apps form enforced conditional validation and multi-step data entry.
• Contracts List — linked via lookup column. JSON column formatting applied color-coded SLA expiration indicators (green/yellow/red) visible directly in list view.
• Vendor Services List — many-to-many relationship tracking individual services with pricing, SLA targets, and performance notes.
• Vendor Documents Library — structured library with metadata columns, auto-tagged via Power Automate.
• Approval Queue List — tracked multi-tier approval status with approver level (1/2/3), decision, timestamp, and comments.
• Incidents & Issues List — custom Power Apps form for vendor performance issues with severity classification.

• PnP PowerShell script provisioned complete 6-tier hierarchical folder structure per vendor across 3 SharePoint libraries automatically upon new vendor record creation.
• Power Automate flow launched a 3-level sequential approval workflow via Teams Adaptive Cards with 48-hour SLA per level and auto-escalation.
• Scheduled flow scanned all contracts for expiration within 30/60/90 days, sending personalized alerts to responsible department managers.
• JSON column formatting rendered visual SLA status badges (active/expiring soon/expired) directly in the list view.

Clinical staff were required to complete monthly supervision documentation for child welfare cases — a regulatory requirement with zero tolerance for missing records. The process required data entry by clinical staff, sequential approvals from Clinical Directors and up to 10 concurrent supervisors, PDF dossier generation, and archival. Everything was done manually via email and physical forms, creating compliance risk and consuming significant staff time.

• Clinical Supervision Sessions List — 30+ columns tracking session date, supervisor, supervisee, focus area, hours, notes. Custom Power Apps form with conditional visibility for supervision types (individual/group/peer).
• Supervisees Registry List — tracking certification requirements and compliance status. Auto-calculated compliance percentage displayed in form header.
• Supervision Plans List — individual plans per clinician with auto-population from supervisee profile and plan status tracking.
• Audit Evidence List — capturing audit artifacts with document links, approval signatures, and regulatory category codes. Read-only Power Apps view for auditor access.

• Concurrent approval branches sent simultaneous requests to up to 10 supervisors; Power Automate collected all responses and computed approval quorum before proceeding.
• Upon full approval, automated pipeline generated a structured e-signed PDF dossier merging all session data, supervisor notes, and approval timestamps.
• PDF was encrypted, watermarked with session metadata, and automatically archived to the SharePoint Compliance Library with proper metadata tags for regulatory retrieval.
• Monthly scheduled flow generated compliance dashboard snapshot for Clinical Directors showing completion rates by supervisee and flagging overdue sessions.

Monthly facility compliance audits required inspectors to complete detailed checklists across multiple facilities, compile inspection data into formatted PDF reports, route them through management review, and archive approved reports by deadline. The entire process was manual, taking multiple staff-days per cycle and regularly running close to regulatory deadlines.

• Facility Registry List — master list of all facilities with address, responsible manager, inspection frequency, and compliance category. Linked to all inspection records via lookup.
• Inspection Checklist Items List — normalized list of all audit checklist items organized by category and facility type. Used as reference lookup to build dynamic inspection forms.
• Inspection Records List — primary capture list with custom Power Apps form providing a structured, mobile-friendly inspection experience with section-by-section navigation.
• Deficiencies Tracking List — tracking each identified deficiency with severity, assigned responsible party, corrective action, and resolution deadline.
• Microsoft Forms Integration — for field inspectors without Power Apps access, Microsoft Forms survey captured data automatically parsed into Inspection Records via Power Automate.

• Power Automate parsed complex nested JSON payload from Microsoft Forms, mapping all fields to corresponding Inspection Records List columns.
• JSON parsing extracted array-structure checklist scores, computed section totals and overall compliance percentage, and wrote calculated values back to the list.
• Dynamic PDF generation pipeline rendered a formatted compliance report template populated with all inspection data, deficiency details, and photographic evidence.
• Power BI report connected to Inspection Records List provided real-time compliance dashboard visible to Facilities Director.

HR was required to track mandatory certification completion across all staff, assign follow-up training modules based on assessment scores, and maintain documentation for regulatory review. The process relied on manual review of assessment results, manual calculation of required follow-up modules, and manual dispatch of assignment emails — consuming significant HR staff time and creating inconsistencies.

• Staff Certifications Master List — central tracking with auto-calculated compliance percentage and color-coded status indicator.
• Certification Catalog List — reference list organized by role, department, and frequency. Used as lookup source to validate assignment completeness per staff member.
• Assessment Results List — raw assessment data from Microsoft Forms. Each submission auto-created a linked record in Staff Certifications Master List.
• Follow-up Modules Assignment List — dynamically populated by the rules engine based on assessment scores. Custom Power Apps form for HR to review and override assignments.
• Compliance Status Dashboard List — aggregated list updated nightly by Power Automate, connected to Power BI for executive reporting.

• Power Automate flow parsed multi-dimensional JSON array of assessment scores, evaluating each section against a configurable threshold matrix stored in SharePoint — not hardcoded — HR could update thresholds without developer involvement.
• Rules engine applied conditional logic to determine which follow-up modules were required: score <70% on Section 3 → assign Module 3A and 3B; score <50% on Section 1 → reassign full certification.
• Assigned modules dispatched to staff via personalized Teams notification with direct link to assigned module.
• Completion status updates fed back from Relias Learning (external LMS) via scheduled data reconciliation flow.

A B2B business needed an integrated, mobile-first inventory and order management system supporting field sales representatives, administrative management, automated transaction processing, real-time inventory updates, and AI-assisted data querying — all within the Microsoft ecosystem without external platforms.

• Canvas App optimized for mobile field operations — field sales reps browsed inventory, placed orders, checked pricing by customer tier, and reviewed order history using complex Power Fx formulas.
• Model-Driven App for administrative management — back-office staff managed products, customers, pricing rules, and order fulfillment with Dataverse-backed custom views, dashboards, and business process flows.
• Dataverse schema with 7 interrelated tables: Products, Customers, Orders, Order Lines, Inventory Transactions, Pricing Rules, and User Profiles. Polymorphic lookup relationships for flexible customer-product-pricing associations.
• Power Automate for end-to-end order processing: submission → availability check → pricing rule application → confirmation → inventory decrement → fulfillment notification.
• RBAC security model with three roles (Field Sales Rep, Admin, Manager). Field Sales Reps could only see their own customers and orders.
• Copilot Studio Agentic AI with RAG-pattern knowledge grounding — non-technical business owners queried inventory, order status, and customer history using natural language via Teams.
• CI/CD pipeline via Azure DevOps and Power Platform Build Tools with managed/unmanaged solution packaging across Dev/Test/Prod environments.
• C# server-side plugin enforcing business rule: no order submission if customer account balance exceeded credit limit — validated synchronously at the Dataverse layer.

Multi-tool Agentic AI built with Python, LangChain, and Groq. Features job search and CV matching — an autonomous agent that searches job listings and evaluates candidate fit against a CV, leveraging a fast LLM inference backend to deliver real-time recommendations.

• Multi-tool agent loop — LangChain ReAct agent orchestrates multiple tools in sequence: job search, CV parsing, and match scoring without manual intervention.
• Groq LLM backend — ultra-fast inference via Groq API enables real-time agent reasoning and tool-call decisions.
• Job search tool — queries live job listings based on role, location, and keywords provided by the user.
• CV matching tool — parses the candidate's CV and computes skill-gap and relevance scores against each job listing.
• Agentic reasoning — the agent autonomously decides which tools to invoke, in what order, and when the task is complete — no hard-coded workflow.

• LangChain agent executor with custom tool definitions and structured output parsing.
• Groq API integration for low-latency LLM calls (Llama 3 / Mixtral models).
• Python-based, fully open-source, easily extensible with additional tools.

End-to-end pipeline architecture designed to automate 800–1,000 daily internal employee requests while maintaining SOX compliance, full audit traceability, and risk-based human oversight. The key architectural decision: rules run before AI — deterministic filtering resolves obvious requests at zero LLM cost; the AI layer only activates for ambiguous cases.

• Request Channels → Dataverse — All channels (Teams, email, intranet, service desk) write to a single Dataverse table. Audit trail begins at receipt, before any processing — SOX foundation.
• Security Gate (Entra ID / RBAC) — Identity verified before anything moves. RAG searches later respect individual permission levels — security designed in, not bolted on.
• Fast Path Rules Engine (Power Automate) — Regex, keyword matching, and business rules resolve password resets, VPN requests, and equipment orders in milliseconds. Zero LLM cost for the majority of volume.
• LLM Analysis (Copilot Studio) — Only activates on no-match. Extracts intent, entities, priority, and risk level. Outputs confidence signals that feed the decision engine.
• Decision Engine — Weighted score (intent 40%, retrieval 30%, historical 20%, risk 10%) routes to one of three paths. Risk always overrides — sensitive categories go to human regardless of score.
• Three Routing Paths — ≥80%: auto-resolve (Action or RAG); 50–80%: AI draft + human review; <50%: direct escalation. Nothing is resolved without an appropriate level of human oversight.