We administer programs for a wide range of publicly traded clients, nonprofit organizations, and privately held companies.  Many of our programs are funded with life insurance products.  On a routine basis – often monthly – we need to log into an insurance company’s website, download updated policy information, save it to our Dropbox folders, open our custom Excel models, import the downloaded values, produce reports, and send the reports to client via email.  This process is currently manual.

We are on a mission to automate as many of these procedures as possible in 2024.  We have been exposed to Power Automate and have rudimentary experience with its capabilities.  We are looking to hire a consultant who can work with us to implement a range of Power Automate procedures.  We need an individual consultant to gain an understanding of our current technology and setup, advise us on how to set up Power Automate capabilities across our 15 member firm, and then help us to develop and roll-out flows.

We prefer to work with only individual developers.

Hourly Range: $15.00-$45.00

Posted On: July 19, 2024 13:25 UTC
Category: Scripting & Automation
Skills:Automation, Microsoft Power Automate, Microsoft Power BI, Microsoft PowerApps, Data Visualization, Microsoft Excel

Country: United States

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