Title: SharePoint & Automation Architect – Build Proprietary Insurance System Description: We are launching a high-value, automated insurance claims system (NSR) that transforms messy client files into actionable insights and ROI reports. We need an experienced Microsoft 365 / SharePoint architect to build the core system infrastructure and integrate workflow automation. The system must be fully functional, brand-ready, and able to run with minimal supervision. This is a one-time project with potential ongoing work for optimizations. Project Deliverables: 1. SharePoint Master Folder Template Centralized folder structure with pre-built subfolders: Intake Forms, Claims Docs, Executive Summary, ROI Reports, Forensic Checklist. Branded portal design with logo, colors, professional layout. Permissions configured for Admin vs. Document Specialist access. 2. Intake Form Integration (Microsoft Forms) Form submissions auto-create client folders. Notifications sent automatically to assigned staff. Form captures: Client info, claim type, dates, notes. 3. File & Naming Automation Automate file naming: [ClientName]_[ClaimNumber]_[Date]_[DocumentType] Ensure easy tracking and AI-ready outputs. 4. Workflow Automation (Power Automate) Triggers for: new intake, file movement, incomplete document flags. Fully automated, zero-touch workflow ready. 5. Evidence Vault / Executive Summary Templates Pre-built report templates linked to ROI calculations. Outputs exportable to PDF for client presentations. 6. Pilot Testing Run a dummy client file through the system to validate folder creation, automation, and outputs. 7. Documentation & Training Step-by-step user guide with screenshots: intake process, file upload, ROI calculation, Executive Summary generation. Skills Required: Microsoft 365 / SharePoint expert Power Automate & workflow automation Forms integration & automation Dashboard/portal design for professional presentation Experience in system automation for small teams Timeline: 5–7 days for full setup Budget: $800–$1,200 USD (fixed price; flexible for quality candidates) How to Apply: Include 2–3 examples of SharePoint + workflow automation projects you’ve built. Explain how you would approach building a fully automated NSR system. Highlight experience with branded portals, templates, and zero-touch workflows. --- 💡 Pro Tip for Hiring: Look for freelancers with portfolio examples showing end-to-end workflow automation, not just SharePoint pages. Prioritize candidates who include screenshots or videos of their completed systems. --- If you want, I can also draft the exact “instructions + checklist” to attach to the Upwork hire so your architect doesn’t have to guess anything — literally a plug-and-play build plan. Do you want me to make that next?