Microsoft 365 & Power Platform — Technology Assessment & Scope Management
Technology improvement initiative linked to GI Consultoría / Intermark. Client consultancy through Intermark Data, S.L.
Business problem
A need to improve document organisation, Power Platform usage and governance across the Microsoft 365 ecosystem.
Needs analysis and definition of a proposal to optimise the Microsoft 365 ecosystem, focused on document management, Power Platform usage and technology governance.
Assessment and proposal areas
- SharePoint & Document Storage
- Analysis of storage limitations and assessment of document organisation, retention, archiving and migration alternatives.
- Power Platform Optimization
- Assessment of applications, flows, connectors and resource usage, identifying opportunities for optimisation and control.
- Governance & Center of Excellence
- Proposal for a Power Platform governance framework, including standardisation, monitoring and good practices.
- Document Automation
- Assessment of automation, document classification and potential advanced capabilities using Microsoft ecosystem tools.
Scope decision
The client excluded implementation of the Power Platform Center of Excellence for financial reasons. Delivery covered only part of the initial proposal.
Needs analysis, solution assessment, staged planning and stakeholder coordination, adapting scope and dependencies to budget constraints.
Project management competencies
Core initiative technologies
Alternatives assessed