Three projects, up close

Where it got stuck, and what it became.

Here is the full story per project: the problem, what we first thought the solution was, why that didn't hold up and what was eventually put to use.

01
Tax & Advisory
Interim engagement

Compliance review ran through spreadsheets and email, spread across teams and timezones, with hard deadlines and audit requirements.

Solution

One application for the whole review process: fixed steps, approvals, documents and deadlines in one place.

My contribution & result

At first we wanted to lock down the whole process in one go. That turned out too rigid: the practice teams worked slightly differently than the schema. So we got the basic route working first and tweaked it per team afterwards.

Every review now follows the same route, with rights per role and a full trail of who did what when.

The AI that solves this email chaos
Power AppsDataversePower AutomateSharePoint
02
Corporate Finance
For the management team

Loan applications stalled between intake, risk assessment and approval, with no single place where the status was right.

Solution

One application where the request comes in, the risk score is calculated automatically and the approval is recorded.

My contribution & result

We started with the idea that the risk score would make the decision. In practice simple and complex applications ran into each other too much, so the score became a tool rather than the answer.

Decisions move faster and can be accounted for per application.

AI as a pre-check for approvals
Power AppsDataversePower AutomateAPI integration
03
Professional Services
For partners & leadership

Matter and time data lived in three separate systems, making profitability reporting impossible.

Solution

One data model bringing matters, time and billing together, filled automatically from the existing systems.

My contribution & result

The hard part wasn't the technology but the definitions: every office calculated slightly differently. First those agreements on paper, then the model built and the integrations added.

Every office looks at the same numbers instead of three versions.

Data that checks itself
DataversePower AutomatePower BI
WHY JEROEN

What to expect from an engagement with me.

01

A working first version, fast

From first conversation to something your team can actually use — no months of design phases first.

02

One point of contact

You always speak with the person who designs and builds. No account manager in between.

03

Inside your own Microsoft 365

The solution runs in the environment you already have — no extra system alongside it.

AvailableRoom for new projects

Sound familiar? Let's talk.

Running into something similar? Tell me where it hurts. You don't need to know the solution yet — we work that out together.

The visuals on this page are stylised and contain no client data — the processes behind them are real.