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We are looking for an experienced Microsoft 365 specialist to design and implement an automated SharePoint-based data room template using SharePoint Online and Power Automate. The objective is to create secure, repeatable “virtual data room” environments with structured document indexing, automated numbering, audit logging, permission controls, and administrative workflows. All in a manner that can be managed by the internal IT team post implementation. Please note that some manually created data rooms are already in place and we would ideally want this work to improve on what has already been done. Scope of Work: 1. SharePoint Data Room Configuration • Build and configure SharePoint Online sites to function as secure data rooms based on existing data room sites. • Design document library structure and folder hierarchy based in existing data room sites. • Configure metadata columns (e.g., index number, inclusion flags). • Set up views for indexing and document export. • Implement transferable permission groups (Admin / Editor / Viewer / etc.) • Configure secure external sharing settings. • Optional: sensitivity labelling for all documents to be classified as confidential. 2. Power Automate Flow Development Design and implement automation including: • Auto-numbering and auto renaming of folders. • Hierarchical index generation for files & folders based on originating folder index number. • File upload notifications to administrators. • Activity logging notifications – ideally via reporting on metadata from view plugin. • Data room closing / archiving automation. • Conditional logic to prevent duplicate numbering. • Error handling and concurrency management. • Optional: Terms & Conditions acceptance workflow to restrict access to data room until acceptance, and then to log acceptance in a list accessible to administrators only. Flows must be scalable and reusable across multiple data rooms. 3. Security & Governance • Configure permission groups and role-based access • Implement audit visibility (file interaction tracking) • Ensure secure handling of external users 4. Documentation & Handover • Provide clear documentation of: o Flow architecture o Library structure o Permission design • Provide admin guide for future data room setup • Build reusable template / provisioning approach
Mã dự án: 40222540
32 đề xuất
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Hoạt động 10 ngày trước
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32 freelancer chào giá trung bình £2.308 GBP cho công việc này

As an AI-driven ERP, CRM, and automation expert, I possess a comprehensive range of skills in Microsoft 365, Power Automate, Powershell, and SharePoint that makes me the perfect fit for your project. I am experienced in improving and optimizing existing systems to increase efficiency and productivity - something that your project description highlighted as well. My approach to this project focuses on scalability and reusability by building a template/provisioning approach that can be applied across multiple data rooms - reducing redundancy across your organization's operations. Additionally, my emphasis on clear documentation throughout the process ensures seamless transition for future management by your internal IT team. Let's talk more over chat. Cheers.
£3.000 GBP trong 20 ngày
5,5
5,5

Please message us to discuss the project in detail and receive a comprehensive proposal. We have successfully completed similar projects, ensuring a seamless fit with your requirements. Our expertise in Microsoft 365 and SharePoint, combined with our skills in automation via Power Automate, positions us perfectly to design your automated data room template. With over eight years of experience and a top-rated record on Freelancer.com, our team excels in AI-first product development and intelligent systems. We have a proven history of creating secure, scalable solutions that meet real-world needs, making us ideal for configuring SharePoint data rooms and developing advanced Power Automate flows. We bring value through robust, maintainable engineering and transparent collaboration. Our ability to integrate advanced automation and secure data governance will ensure your data rooms are repeatable, secure, and manageable by your IT team post-implementation. Our portfolio of over 200 clients attests to our commitment to uncompromised quality. Let’s build an intelligent, scalable, and impactful solution together. Please reach out to start this collaboration. We look forward to partnering with you on this exciting project. Kind regards, Puru Gupta
£3.000 GBP trong 29 ngày
4,4
4,4

With over 15 years of experience in IT infrastructure, DevOps, and security, paired with a strong background in working with Microsoft 365 and Power Automate, I am confident that I am the ideal candidate for your Data Room Automation project. Having successfully delivered project solutions for clients worldwide, from Fintech to Healthcare, I am equipped with the skills and adaptability necessary to not only meet but exceed your needs. From setting up secure SharePoint data room configurations to developing efficient Power Automate workflows, I can deliver all the elements you have outlined in your project with precision and finesse. My expertise doesn't end at implementation; as an added value, I provide clear documentation and administrative guides that will empower your internal IT team to manage the data rooms seamlessly beyond my exit. Moreover, I understand the importance of security and governance when it comes to handling sensitive data. That's why I place a strong emphasis on securing networks and implementing audibility protocols in my work. With me on board, you can be certain that not only would you have a robust automated data room solution but also one that is scalabl
£1.500 GBP trong 10 ngày
3,6
3,6

⭐⭐⭐⭐⭐ Create Automated SharePoint Data Rooms with Microsoft 365 Expertise ❇️ Hi My Friend, I hope you're doing well. I've reviewed your project needs and see you're looking for a Microsoft 365 specialist to create automated SharePoint-based data rooms. You don't need to look further; Zohaib is here to assist you! My team has completed over 50 similar projects in SharePoint and Power Automate. I will enhance your existing data rooms by implementing structured document indexing, automated workflows, and robust permission controls, all while ensuring it's easy for your IT team to manage afterward. ➡️ Why Me? I can easily create your automated SharePoint data room as I have 5 years of experience in Microsoft 365, SharePoint Online, and Power Automate. My skills include designing document libraries, configuring metadata, and developing automation flows. Additionally, I have a strong grip on security configurations and user governance, ensuring a seamless experience for your team. ➡️ Let's have a quick chat to discuss your project in detail and let me show you some examples of my previous work. Looking forward to discussing this with you in chat. ➡️ Skills & Experience: ✅ Microsoft 365 ✅ SharePoint Online ✅ Power Automate ✅ Document Library Design ✅ Metadata Configuration ✅ Automated Workflows ✅ Security Settings ✅ Permission Management ✅ User Governance ✅ Audit Logging ✅ Error Handling ✅ Documentation Waiting for your response! Best Rega
£1.800 GBP trong 2 ngày
0,0
0,0

Hello, I’m excited about the opportunity to contribute to your project. With strong experience in Microsoft 365, SharePoint Online architecture, and advanced Power Automate flow design, I can implement a secure, scalable data room framework that enhances your existing setup while ensuring repeatability, governance, and long-term maintainability for your internal IT team. I will design a structured SharePoint template with robust metadata indexing, automated numbering logic, audit visibility, permission governance, and reusable flow architecture, ensuring clean documentation and a smooth handover so future data rooms can be provisioned confidently and consistently. You can expect clear communication, structured delivery, and an enterprise-grade implementation aligned with security and governance best practices. Best regards, Juan
£1.500 GBP trong 3 ngày
0,0
0,0

Valbonne, France
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