About
I design governed Power Platform products, AI agents, and automation systems that help enterprise teams replace manual work with secure, measurable digital workflows.
My experience spans Intact Financial, BMO, Nestlé Canada, Loblaw Companies, and Shoppers Drug Mart, where I have delivered Power Apps, Copilot Studio agents, Power Automate flows, Dynamics 365 extensions, Power Pages portals, Dataverse models, Power BI dashboards, and Azure/Snowflake data pipelines.
The through-line is practical architecture: solution design documents, reusable components, role-based security, Center of Excellence (COE) kits to govern the platform, ALM, compliance review, and mentoring citizen developers so the platform scales without becoming chaotic.
Skills
Projects
Architected an HR onboarding product with a Copilot Studio agent as the front door for new-hire questions, guided next steps, task support, approvals, and adoption insights.
Click to view app screenshots, architecture, workflow details, and skills used.
Built a 3-week emergency tracker for HR and store admins to capture COVID leave records, eligibility details, and pay protection reporting without purchasing an external vendor tool.
Click to view reporting, entry, records, and delivery impact.
Replaced a manual intake process with an agent that asks targeted business-analysis questions, summarizes requests, and gives the delivery team clearer next steps.
Click to view impact estimates, intake autonomy, and the screenshot note.
Set up and maintained CoE capabilities across enterprise tenants to govern apps, flows, agents, DLP policies, maker support, Power BI monitoring, and platform value.
Click to view governance model, DLP guardrails, reports, and nurture program.
Automated sensitive health-data extraction from legacy insurance systems into Snowflake and reduced manual claims data entry through Power App, Cloud Flow, and RPA handoffs.
Click to view reporting pipeline, claims-entry automation, and labor savings.
Built a secure inspection portal where maintenance inspectors logged store-building issues, then admin teams reviewed deficiencies in Dynamics 365 and routed repair work.
Click to view inspection workflow, admin review, and repair request handoff.
Experience
Intact Financial
Led enterprise automation programs across claims, intake, reporting, and legacy system modernization.
BMO
Designed HR-focused AI and Power Platform solutions that improved onboarding, service delivery, and enterprise data access.
Nestlé Canada
Built governed Power Platform delivery practices with CoE oversight, solution architecture, and maker enablement.
Loblaw Companies Limited
Delivered compliance-focused applications, secure integrations, and adoption support across a large retail enterprise.
Shoppers Drug Mart
Improved operational reporting, reconciliation, and exception tracking through automation and analytics.
Power Apps
Copilot Studio
Dataverse
Automate
Power BI
Governance
Power Apps case study
A centralized onboarding application with a Copilot Studio agent that helps HR, managers, and new hires understand next steps, answer onboarding questions, and manage requests, task ownership, escalations, employee lookups, and process visibility from one governed Power Platform experience.
The app gives onboarding teams a single place to start new hire requests, view current work, review escalations, search for employees, and see the process flow. The Copilot agent acts like a friendly onboarding assistant: it answers common questions, explains what needs to happen next, and routes users toward the right task or request path.
The home page separates everyday actions into simple zones: current activity, new records, and search. Users can quickly find their tasks, escalations, new hire requests, reporting, and process views without needing to understand the underlying data tables.
The model connects Teams, Users, Employees, Task Frames, and Task Data. In plain English: teams own the onboarding task templates, users and employees provide people context, and task data tracks who needs to do what during onboarding.
The task screen guides the user through onboarding steps with a left-side progress path, a central form, contextual field information, and save/submit actions. This design helps users complete work accurately while giving support teams clear process status.
Power Apps
Power BI
Governance
Power Apps case study
A rapid-response HR operations app built during COVID-19 to track employees on approved leave, validate pay protection eligibility details, and give leaders a clear view of employees needing protected pay across banners and regions.
During COVID-19, HR and local store admins needed a fast way to record employees who were on leave for government-recognized reasons, such as illness, COVID-related leave, caregiving, or other approved situations. The app captured the required leave, employee, site, pay frequency, and return-to-work details so teams could determine whether someone met pay protection eligibility requirements.
This sped-up preview condenses the original demo into the key moments: reviewing records, updating employee leave details, saving the request, and checking the reporting dashboard.
The reporting screen was the executive view: it showed total employees on leave, regional totals, and the population needing pay protection review. This made it easier for HR leaders to see the scale of the program and act quickly during a fast-moving COVID response.
HR and store admins used the entry screen to capture employee information, site number, leave dates, pay frequency, contact status, and return-to-work information. In plain terms, this was the controlled intake form for eligibility review.
The records view let users search and review employees already entered into the tracker, including leave reason, estimated last day of leave, contacted status, and action links for follow-up.
Copilot Studio
Power Apps
Automate
Governance
Copilot Studio case study
A guided request intake experience that replaced manual review and a high-maintenance ServiceNow form with a Copilot Studio agent and Power Platform-owned intake flow. The agent collects better context, summarizes the request, and gives the delivery team cleaner next steps before work begins.
The agent asks targeted business-analysis questions, captures the reason for the request, clarifies urgency and impacted users, summarizes the ask, and prepares the delivery team with enough context to triage faster. The Power App intake layer made the front-end request experience easier to customize, while Copilot Studio handled guided conversation, summarization, and routing support.
CoE Kit
Power BI
Automate
Dataverse
Governance & ALM case study
A governance operating model built around the Center of Excellence kit, DLP policies, Power BI monitoring, maker support, and ALM practices. I set up and kept CoE capabilities updated across environments for Nestlé, Loblaw Companies Limited, BMO, and Intact Financial so admins could see what existed, who owned it, what was risky, and where support was needed.
The CoE setup gave admins a governed way to review apps, flows, agents, environments, owners, sharing, usage, connectors, orphaned resources, licensing risk, and support needs. A major focus was finding assets that had quietly become business-critical, such as apps or flows shared with more than 20 users without a known support model.
The monitor view made environment growth, apps, flows, makers, connector risk, licensing exposure, and orphaned assets easier to review with leaders and platform admins.
RPA
Power Apps
Power BI
Governance
Automation case study
A pair of Power Automate RPA solutions for insurance operations: one extracted sensitive health data from legacy insurance systems into Snowflake for Power BI claims reporting, and another copied call-summary data from a Power App into a legacy claims system after agent calls ended.
The reporting automation pulled sensitive health data from legacy insurance systems and loaded it into Snowflake, where claims data could be modeled and surfaced through Power BI reports. A second automation supported insurance agents during customer calls: agents captured key information in a Power App, a Cloud Flow ran after the call ended, and Power Automate RPA copied the structured data into the legacy claims system.
Dataverse
Power Apps
Governance
Dynamics 365 case study
A secure inspection portal for maintenance inspectors responsible for store locations. Inspectors used the portal to log building issues, while admin teams reviewed deficiencies in Dynamics 365 and coordinated repair requests to keep locations ready for maintenance inspections.
Maintenance inspectors used the portal during building inspections at store locations. They could record issues such as outdated logo color needing repainting, improper storage of goods, roof issues, and other inspection-related deficiencies. Admin teams then reviewed the logged issues inside Dynamics 365 and created repair follow-ups so stores could be fixed and pass maintenance inspections.
