Enterprise Solutions Manager & Architect: Microsoft Dynamics 365, Power Platform & AI

Agentic AI

Sales Meeting Pipeline (Microsoft Foundry)

Problem

Sales and leadership had no fast way to research a company before a meeting, information gathering was manual and scattered.

My role

Set up the foundational responsible-AI base in Microsoft Foundry and built this specific agent project.

Outcome

Sales and leadership can search any company and get scraped, structured key information instantly, ahead of a meeting.

What I did

• Configured the responsible-AI foundation in Microsoft Foundry
• Built the Sales Meeting Pipeline agent project
• Designed the company-search and web-scraping logic
• Structured the output for fast pre-meeting reading

AI GovernanceIn Progress

AI Agent & Security Foundation Programme

Problem

No governed foundation existed to safely adopt agentic AI at scale across the business.

My role

AI Transformation Lead, setting the security model AI adoption runs on, and building the first wave of agents.

Outcome

In progress, laying the groundwork for governed, group-wide agentic AI adoption.

What I did

• Setting the foundational security model AI adoption runs on
• Building the first wave of AI agents for business processes
• Defining agent governance and guardrails

Invoice AutomationIn Progress

AP Automation Consolidation: ExFlow

Problem

Invoice processing ran across two separate, connected ISVs (ReadSoft for OCR capture, Axtension as the in-Dynamics processing extension), duplicated effort, being retired this year.

My role

Leading the consolidation project, implementing ExFlow as a single unified platform.

Outcome

In progress, one platform doing OCR capture and invoice processing together, replacing the old two-ISV setup.

What I did

• Assessed the duplicated ReadSoft + Axtension setup
• Selected and scoped ExFlow as the consolidated replacement
• Leading implementation of unified OCR + invoice processing

eCommerce

Sana Commerce Integration

Problem

No governed eCommerce channel existed that was tied directly to ERP data.

My role

Integration architect for the Sana Commerce ↔ Dynamics 365 connection.

Outcome

ERP-first eCommerce integration with a single source of truth for product and order data.

What I did

• Designed the Sana ↔ D365 integration approach
• Aligned product, pricing and order data ownership
• Coordinated go-live with the Sana partner

Document Automation

Lasernet Document Output & Design

Problem

Business documents (invoices, delivery notes and more) needed controlled, branded output beyond standard D365 formatting.

My role

Solution owner for Lasernet implementation and document design.

Outcome

Controlled, consistently designed document output across the business.

What I did

• Implemented Lasernet within the D365 landscape
• Designed document templates and output rules
• Rolled out across the relevant document types

Warehouse Automation

AutoStore Integration & Smart Picking

Problem

Manual picking was slow and generic, not tailored to how picking, customer service and sales order processing actually worked day to day.

My role

Integration architect and solution owner, designed and delivered the AutoStore ↔ D365 integration and its personalisation logic.

Outcome

~30% improvement in fulfilment efficiency, with picking tailored to real operational needs.

What I did

• Architected the AutoStore ↔ D365 Material Handling integration
• Personalised picking logic for customer service and sales order processing
• Built weight-based picking, heavier items packed first, lighter on top, preventing damage in transit
• Built alphabetical picking, products presented alphabetically for easier, more consistent picking

Process Automation

D365 Automated Pick-to-Despatch

Problem

A manual second packing/despatch step duplicated work already available in D365, slowing fulfilment.

My role

Functional and solution owner, redesigned the process and configured D365 to run it automatically.

Outcome

Picking, despatch, delivery costing, packing and invoicing now happen automatically, with no manual re-entry.

What I did

• Removed the manual second packing step
• Configured D365 to run pick-to-despatch automatically
• Automated delivery costing, packing and invoicing/posting

Enablement

AI Awareness & Training Programme

Problem

Rolling out AI and security capability isn’t enough on its own, end users, business users, senior management and directors all needed to understand it to actually use it well.

My role

Programme designer and trainer, across every level from end user to director.

Outcome

Broader, more confident AI adoption across the business, not just a technically correct rollout nobody uses well.

What I did

• Explained what the AI system is and how it works at a high level
• Trained end users on how to get the most out of it
• Covered credit consumption, so users understand the cost implications of usage
• Delivered tailored sessions for business users, senior management and directors

Claude Code · Personal Finance

YKora: Personal Wealth Management App

Problem

Seven separate accounts, mortgage, investments, income, marketplace sales, PayPal and retirement funds, with no single place to see the full financial picture.

My role

Designed and built the entire app independently using Claude Code, architected around a zero-trust security model.

Outcome

One place to track and query all seven accounts, with natural-language questions answered instantly, e.g. “what was my phone bill six months ago, and what changed?”

What I did

• Built the core app in Claude Code with a Cloudflare D1 database as the secure data layer
• Integrated all 7 account sources into one view
• Added an alarm-style task reminder feature synced to Google Calendar, shared with his wife
• Extended with Telegram and WhatsApp bots for natural-language queries, anomaly detection and scheduled check-ins

Claude Code · Health

Personalised AI Diet & Nutrition Planner

Problem

Generic diet plans don’t account for personal calorie and protein needs, or real day-to-day activity.

My role

Designed and built independently, sourcing evidence-based guidance from longevity experts.

Outcome

A full monthly diet plan broken down day by day, down to exact ingredient quantities, refreshable on demand with a single instruction.

What I did

• Calculated personal daily calorie and protein targets
• Curated recipes from longevity experts’ blogs and YouTube channels
• Built one-click plan refresh via natural-language instructions
• Added Telegram/WhatsApp delivery of the day’s plan every morning, plus a one-click grocery-list export straight to WhatsApp

In ProgressIn Progress

Health & Activity Integration

Problem

Diet planning in isolation misses real activity and health signals.

My role

Designing and building the integration independently.

Outcome

In progress, connecting smartwatch and phone health data into the diet app to support consistency (running days, supplements, and more).

What I did

• Scoping smartwatch and phone health-data integration
• Designing consistency coaching logic
• Extending the existing diet planner to consume live activity data

Personal / AI-Built

Quick-Play Browser Game

Problem

Wanted a simple, genuinely engaging way to unwind during short breaks.

My role

Designed and built independently.

Outcome

A lightweight browser game that’s simple, attractive, and usable any time.

What I did

• Designed the game concept and mechanics
• Built and deployed the working game

In ProgressIn Progress

Family Storybook & Daily Parenting Assistant

Problem

Staying consistent with a child’s daily educational and developmental goals is hard without structure.

My role

Designing independently, with his wife.

Outcome

In progress, a consistent daily plan supporting parenting goals and the couple’s child’s development.

What I did

• Defining developmental goals to track
• Designing the daily consistency plan
• Building the assistant to support both parents

In ProgressIn Progress

YouTube Summariser & Personalisation Agent

Problem

Long-form YouTube content takes too long to consume in full.

My role

Designing independently.

Outcome

In progress, a single link produces a summary in his own language, tailored to his background, in minutes rather than the full video length.

What I did

• Designing the summarisation and personalisation logic
• Tailoring output to his own language and background
• Building the end-to-end agent from link to summary

Hugging Face · NLP

Sentiment Analysis Agent (Hugging Face)

Problem

Businesses need a quick read on customer sentiment across channels without manual review.

My role

Designed and deployed independently.

Outcome

Accepts natural-language questions or exported Facebook, Twitter and Instagram data, and returns sentiment classification for customer feedback.

What I did

• Built and deployed the sentiment model on Hugging Face
• Enabled natural-language question input
• Enabled direct import of exported social media data

Information Governance

Microsoft Purview Information Protection

Problem

No consistent classification or protection of sensitive information, including HR data, across Microsoft 365 and Power BI.

My role

Security and governance solution owner, designed labels, policies, rules and rollout.

Outcome

Consistent protection controls that travel with information across M365, Power BI and related services.

What I did

• Designed sensitivity labels and publication policies
• Set classification rules across services
• Bulk-labelled existing documents, including HR content and the Spain environment

Security Foundation

Information Security & Data Governance Programme

Problem

No formal access-control or data-protection model existed across the Microsoft estate.

My role

Security & Governance Lead.

Outcome

Built the security foundation the current AI rollout now runs on.

What I did

• Defined the access control and data protection model
• Established compliance foundations across the estate
• Built the DLP groundwork later extended into AI governance

AI Governance

Enterprise AI Governance & Copilot Rollout

Problem

Needed to adopt Microsoft 365 Copilot enterprise-wide without losing control of sensitive data.

My role

AI Governance Architect, designed the AI-ready platform architecture and Purview governance model.

Outcome

Enterprise-wide Copilot rollout with data lineage and DLP controls in place from day one.

What I did

• Designed the AI-ready platform architecture
• Built the Microsoft Purview governance model for AI
• Enabled secure, governed Copilot deployment

Commercial Governance

Microsoft Partner & Licence-Provider Switchovers

Problem

Needed to change technology and licensing partners twice, without disrupting live business services.

My role

Commercial and service-transition owner.

Outcome

Two full partner/licence transitions completed with zero disruption to supported services.

What I did

• Closed previous agreements and placed replacement contracts
• Managed licence-transfer documentation
• Protected continuity of supported services throughout

Core Rollout

UK D365 Finance & SCM: Core Implementation

Problem

No unified ERP platform existed across finance, warehousing, procurement and reporting.

My role

Involved across the full landscape, finance, warehousing, data migration, security, reporting, purchase and sales ledger, procurement, sourcing and credit management. Partner-led, with you supporting across all of it.

Outcome

Delivered the group’s first D365 go-live and the core model later reused for Spain and Greece.

What I did

• Supported the implementation partner across every core module
• Contributed to finance, warehousing and data migration workstreams
• Supported security, reporting and credit management setup

Partner Rollout

ACO: Partnered Company D365 Rollout

Problem

ACO, a partnered company with a supplier agreement with Comline, needed a full D365 setup of its own.

My role

Delivered the complete setup, from company and account setup through to warehouse management.

Outcome

Full D365 rollout delivered end-to-end for a partnered business.

What I did

• Set up legal entity, accounts and core finance
• Configured supply chain and operational modules
• Delivered warehouse management configuration

M&A Integration

Motoquip Brand Acquisition Integration

Problem

Comline acquired the Motoquip brand and needed it integrated into the existing, live UK D365 branch without disruption.

My role

Led the integration into the running UK entity.

Outcome

Clean integration of the acquired brand into the live UK D365 branch.

What I did

• Assessed the acquired brand’s data and process requirements
• Integrated the brand into the existing UK D365 entity
• Ensured continuity of live operations throughout

Solo-Led Rollout

Spain D365 F&SCM Rollout + SII VAT Compliance

Problem

The Spanish subsidiary needed its own rollout and statutory SII VAT compliance, without full external SI cost.

My role

Localisation delivered solely by you. Core finance setup done by you, with local partner support. Data migration and most supply chain modules also delivered by you, warehousing was the one area you supported rather than led.

Outcome

Delivered on time and fully SII-compliant, with significantly reduced external implementation cost.

What I did

• Delivered SII electronic VAT reporting configuration
• Owned finance setup with local partner support
• Led data migration and most supply chain modules
• Supported (rather than led) the warehousing workstream

Solo-Led RolloutIn Progress

Greece D365 F&SCM Implementation

Problem

The Greek subsidiary needed a full rollout with myDATA statutory compliance.

My role

Enterprise Architect & Programme Lead, delivered independently.

Outcome

On track for go-live, fully myDATA-compliant, delivered without external SI dependency.

What I did

• Owns architecture, delivery coordination and partner liaison
• Configuring myDATA statutory reporting
• Managing finance, supply chain and reporting scope

Enterprise Architecture

Multi-Entity Finance Architecture: 12 Legal Entities

Problem

Finance structures, chart of accounts and address books were inconsistent across a growing number of legal entities.

My role

Enterprise Architect for the finance domain.

Outcome

One consistent finance model across 12 legal entities and three countries.

What I did

• Designed the legal entity and chart-of-accounts model
• Built the global address book structure
• Owned financial structures and stock management setup across entities

Planning

Customer Service CRM Business Case & Delivery Plan

Problem

Leadership needed clarity on cost, scope and licensing before committing to a D365 Customer Service rollout.

My role

Owned scope, delivery approach, estimates and commercial planning.

Outcome

Gave stakeholders a transparent view of investment, licensing and delivery effort before commitment.

What I did

• Built the project plan and implementation budget
• Produced delivery estimates and licence-option analysis
• Presented a single decision-ready view to stakeholders

CRM ArchitectureIn Progress

Group CRM Architecture: D365 Customer Engagement

Problem

Needed a target CRM architecture that didn’t duplicate ERP master data.

My role

Solution Architect & Programme Lead.

Outcome

Clean CRM/ERP boundary via a Dataverse dual-write model (in delivery).

What I did

• Defined the target-state CRM architecture
• Designed the ERP-first Dataverse dual-write model
• Governing delivery across Sales, Service and Insights

Governance

Enterprise Architecture Governance Framework

Problem

No formal architecture governance existed, decisions were made ad hoc with no board-level visibility.

My role

Architecture Design Authority.

Outcome

Formal governance where none existed before, with board-level visibility.

What I did

• Established the Architecture Review Board and review process
• Defined principles, standards and decision records
• Owns the rolling 3-year roadmap presented at board level

Platform GovernanceIn Progress

D365 One Version, Environments & DevOps Release Governance

Problem

Needed a controlled way to move changes to production without downtime or compliance risk.

My role

Owner for update services, environments and deployment coordination.

Outcome

Stable, traceable platform change aligned to Microsoft’s One Version policy.

What I did

• Manages environment tiers and update cadence
• Coordinates Azure DevOps deployment cycles
• Owns production-readiness and change control

Solution DesignIn Progress

Business-Wide D365 Solution Design & Proof of Concepts

Problem

Business areas needed validated options before committing budget to a solution.

My role

Requirements lead and solution architect.

Outcome

Reduced delivery risk by making proposed solutions visible and testable before build.

What I did

• Runs business workshops and requirements discovery
• Builds configured demonstrations and proofs of concept
• Refines designs based on stakeholder feedback

Regulatory Integration

Spain SII Localisation & Government Reporting

Problem

Spain requires real-time electronic VAT/invoice reporting to the government.

My role

Solution architect for localisation design and the integration route.

Outcome

Standard D365 SII compliance delivered via a secure Azure-based integration.

What I did

• Configured standard D365 SII localisation
• Built the electronic document setup
• Connected to the external government system via Azure integration services

Regulatory Integration

Greece myDATA Integration

Problem

Greece requires electronic statutory reporting as part of the ERP rollout.

My role

Integration architect, as part of the wider Greece programme.

Outcome

Automated statutory reporting via a secure, Azure-enabled route.

What I did

• Configured myDATA-compliant electronic reporting
• Built the secure integration route
• Aligned reporting with local finance sign-off

Data Integration

D365 Reporting Connection

Problem

Operational D365 data wasn’t available to enterprise reporting without manual extraction.

My role

Integration architect.

Outcome

Governed ERP/CRM data made available for consistent enterprise analysis, without manual handling.

What I did

• Designed the secure data connection
• Defined data scope and access approach
• Enabled downstream reporting consumption

Customer Channel

Customer Portal Integration with Dynamics 365

Problem

Customers had no direct digital channel into ERP-backed information.

My role

Solution design, requirements translation and integration coordination.

Outcome

A direct digital channel extending ERP-backed data and processes to customers.

What I did

• Designed custom services connecting the portal to D365
• Coordinated integration testing and deployment
• Aligned the channel with existing ERP processes

Data Architecture

Microsoft Dataverse Data Platform

Problem

CRM and Power Platform solutions needed a governed shared data layer instead of disconnected silos.

My role

Data and solution architect.

Outcome

A governed, reusable data layer shared across CRM, automation and analytics.

What I did

• Designed the Dataverse data model and relationships
• Defined security and environment alignment
• Enabled reporting consumption from the platform

Release Governance

Power Platform Pipelines for CRM Deployment

Problem

CRM and Power Platform changes moved between environments manually, creating delivery risk.

My role

Solution architect for deployment planning, environment strategy and release control.

Outcome

An auditable, repeatable release process with far less manual deployment risk.

What I did

• Designed development/test/production pipeline stages
• Built solution deployment controls
• Established a repeatable release path for CRM changes

Platform TransitionIn Progress

LCS to Power Platform Admin Center Migration

Problem

Microsoft is moving Finance and Operations administration from Lifecycle Services to the unified Power Platform admin center.

My role

Enterprise application owner planning the transition.

Outcome

In progress, a unified administration model while protecting continuity of support.

What I did

• Running readiness assessment and administration mapping
• Planning role and access changes
• Managing the support-process transition

Solution ArchitectureIn Progress

Enterprise Power Platform Solution Architecture

Problem

Needed a governed way to extend enterprise applications and automate business processes.

My role

Solution direction, proofs of concept and stakeholder presentations.

Outcome

A governed extension and automation route, aligned with the D365 estate.

What I did

• Leads Power Platform solution architecture decisions
• Runs proofs of concept and demonstrations
• Aligns automation work with D365 architecture

Capability Building

D365 & Power Platform Support-Engineer Enablement

Problem

The support team lacked structured technical training, creating dependency on a small number of specialists.

My role

Training designer, instructor and ongoing mentor.

Outcome

Raised internal technical capability and reduced dependence on a small number of specialists.

What I did

• Built practical D365 and Power Platform training programmes
• Delivered ongoing technical guidance
• Mentored support engineers on real issues

Governed Analytics

Power BI Security & Information-Protection Rollout

Problem

No controlled analytics governance existed across business functions, including HR.

My role

Solution owner for rollout, security governance and administration.

Outcome

Consistent control over BI content while enabling governed self-service reporting.

What I did

• Rolled out Power BI with information-protection configuration
• Set policies and rules via the Power BI Admin portal
• Applied governance across existing content, including the Spain environment

Group Reporting

Group-Wide Reporting Consolidation

Problem

Group reporting was fragmented across multiple source systems with no single view.

My role

Enterprise reporting architect.

Outcome

A unified reporting model preserving group, company and customer currency context.

What I did

• Assessed source systems and reporting gaps
• Designed the common reporting model
• Preserved multi-currency context across levels

Data PlatformIn Progress

Microsoft Fabric Reporting Platform

Problem

Analytics workloads were disconnected across separate reporting services.

My role

Platform and reporting solution owner.

Outcome

In progress, a unified foundation for ingestion, transformation, analysis and reporting.

What I did

• Architecting the lakehouse foundation
• Aligning Fabric with the Power BI and reporting landscape
• Defining governance and lineage for the platform

Group Reporting

Phocas Group Consolidation & Reporting

Problem

Subsidiaries running non-Dynamics systems couldn’t be consolidated into central group reporting.

My role

Configured Phocas to pull data from Dynamics via OData, plus non-Dynamics subsidiary systems.

Outcome

Central group reporting with GBP currency conversion, spanning Dynamics and non-Dynamics subsidiaries.

What I did

• Connected Dynamics to Phocas via OData
• Integrated non-Dynamics subsidiary data sources
• Built GBP currency conversion into the central reporting model

Operational Reporting

POD (Proof of Delivery) Reporting

Problem

No visibility of delivery status or evidence for operational and customer-service decisions.

My role

Solution owner for requirements, data connection and reporting design.

Outcome

Improved access to delivery evidence for operational and customer-service use.

What I did

• Gathered requirements from operations and customer service
• Connected relevant delivery data sources
• Designed the POD reporting views

Digital Workplace

Global SharePoint & Microsoft 365 Environment

Problem

International colleagues had no consistent collaboration or information-sharing platform.

My role

Global Administrator, Site Collection Administrator, platform designer and end-user trainer.

Outcome

A consistent collaboration platform, Teams, OneDrive, Power Automate and M365, for an international user base.

What I did

• Designed and administers the SharePoint environment
• Manages Teams, OneDrive and Power Automate administration
• Trains end users across regions

2014 – 2017

Automotive Product Range & Master-Data Management

Problem

Product catalogue accuracy across TecDoc, Autocat and Xchecker needed a single accountable owner.

My role

Product Development Manager & Data Administrator.

Outcome

Improved product-information accuracy, supporting continued development of the company’s market offering.

What I did

• Owned new-product development and catalogue data
• Resolved customer and supplier technical queries
• Maintained data accuracy across external catalogue platforms

2013 – 2014

Stock Control, Replenishment & WMS Reporting

Problem

The warehouse needed consistent stock control and replenishment visibility.

My role

Stock Supervisor, hands-on across inbound, picking, packing and warehouse workflows.

Outcome

Built the operational grounding that now informs the warehouse and supply-chain architecture work above.

What I did

• Ran day-to-day stock control and rework control
• Produced replenishment and WMS reporting
• Supported inbound, picking and packing operations