Power Platform Engineer | Intelligent Automation & AI SystemLori Callum
I bridge the gap between complex business challenges and scalable Microsoft solutions. As a Power Platform Engineer, I architect intelligent ecosystems that combine the robust security of the Microsoft Cloud with the cutting-edge capabilities of Generative AI.
I specialize in Intelligent Document Processing (IDP), custom API integrations, and high-performance Dataverse environments. Whether you need to automate a multi-stage insurance proposal process or build a custom AI-driven client portal, I deliver clean, maintainable, and high-ROI solutions.
Technical Core:
Architecture & Security: Dataverse environment strategy, DLP policies, and Managed Solutions.
Automation (RPA & Cloud): Power Automate (API-based) and Desktop (UI-based) for legacy system bridging.
AI & Intelligence: Copilot Studio, Azure OpenAI integration, and custom AI Builder models for OCR and sentiment analysis.
Extensibility: Custom Connectors, PCF Components, and Power Pages for external-facing portals.
Customer Journey
I follow a structured 4-Phase Engineering Framework to ensure every project is delivered on time, within budget, and fully scalable.
Phase 1: Discovery & Architecture Mapping (Week 1)
We start with a deep dive into your current "As-Is" process.
Audit: Reviewing your existing data sources (SharePoint, SQL, 3rd party APIs).
Solution Design: I provide a technical blueprint and a "To-Be" process map.
Deliverable: A Project Charter and Technical Architecture Document.
Phase 2: Rapid Prototype & Data Foundation (Weeks 2–3)
I build the "skeleton" of the solution to ensure data flows correctly.
Dataverse Setup: Building the relational database and security roles.
The "Happy Path": Developing the core automation or app functionality for the most common use case.
Deliverable: A functional MVP for internal stakeholder feedback.
Phase 3: AI Integration & Edge Case Handling (Weeks 4–5)
This is where the "intelligence" happens.
AI Tuning: Prompt engineering for GPT-4 integrations or training AI Builder models to recognize specific carrier forms.
Edge Cases: Building logic to handle exceptions (e.g., what happens if a PDF is missing a page?).
Deliverable: A feature-complete system ready for User Acceptance Testing (UAT).
Phase 4: Stress Testing & Deployment (Week 6)
Final polishing to ensure the system is "agent-proof."
Optimization: Refining flow performance and app responsiveness.
Handover: I provide full documentation and a 30-minute training session for your team.
Deliverable: The live solution migrated to your Production environment.
FAQs
I build exclusively within your Microsoft 365 tenant, meaning your data never leaves your secure environment. I implement Dataverse Security Roles and adhere to your organization’s DLP (Data Loss Prevention) policies. For AI integrations, I use Enterprise-grade models (like Azure OpenAI) that do not use your proprietary business data to train public models.
Absolutely. By using Microsoft Dataverse as the backbone instead of just Excel or SharePoint lists, we ensure your system can handle millions of rows of data and complex relational structures. My "Managed Solutions" approach also allows for a clear ALM (Application Lifecycle Management) path—meaning we can test updates in a "Sandbox" before pushing them to your live "Production" environment.
Licensing depends on the complexity of the solution. While many simple flows run on standard M365 licenses, "Premium" features like Custom Connectors, Dataverse, and AI Builder typically require a Power Apps or Power Automate "Per User" or "Per Process" license. During Phase 1 (Discovery), I provide a full Licensing ROI Map so you know exactly what your monthly overhead will be before we write a single line of code.
Starting at$1,000
Duration1 week
Tags
Azure
Microsoft Copilot Studio
Microsoft Power BI
Power Apps
Service provided by
Lori Callum Milton Keynes, UK
- 8
- Followers
Power Platform Engineer | Intelligent Automation & AI SystemLori Callum
Starting at$1,000
Duration1 week
Tags
Azure
Microsoft Copilot Studio
Microsoft Power BI
Power Apps
I bridge the gap between complex business challenges and scalable Microsoft solutions. As a Power Platform Engineer, I architect intelligent ecosystems that combine the robust security of the Microsoft Cloud with the cutting-edge capabilities of Generative AI.
I specialize in Intelligent Document Processing (IDP), custom API integrations, and high-performance Dataverse environments. Whether you need to automate a multi-stage insurance proposal process or build a custom AI-driven client portal, I deliver clean, maintainable, and high-ROI solutions.
Technical Core:
Architecture & Security: Dataverse environment strategy, DLP policies, and Managed Solutions.
Automation (RPA & Cloud): Power Automate (API-based) and Desktop (UI-based) for legacy system bridging.
AI & Intelligence: Copilot Studio, Azure OpenAI integration, and custom AI Builder models for OCR and sentiment analysis.
Extensibility: Custom Connectors, PCF Components, and Power Pages for external-facing portals.
Customer Journey
I follow a structured 4-Phase Engineering Framework to ensure every project is delivered on time, within budget, and fully scalable.
Phase 1: Discovery & Architecture Mapping (Week 1)
We start with a deep dive into your current "As-Is" process.
Audit: Reviewing your existing data sources (SharePoint, SQL, 3rd party APIs).
Solution Design: I provide a technical blueprint and a "To-Be" process map.
Deliverable: A Project Charter and Technical Architecture Document.
Phase 2: Rapid Prototype & Data Foundation (Weeks 2–3)
I build the "skeleton" of the solution to ensure data flows correctly.
Dataverse Setup: Building the relational database and security roles.
The "Happy Path": Developing the core automation or app functionality for the most common use case.
Deliverable: A functional MVP for internal stakeholder feedback.
Phase 3: AI Integration & Edge Case Handling (Weeks 4–5)
This is where the "intelligence" happens.
AI Tuning: Prompt engineering for GPT-4 integrations or training AI Builder models to recognize specific carrier forms.
Edge Cases: Building logic to handle exceptions (e.g., what happens if a PDF is missing a page?).
Deliverable: A feature-complete system ready for User Acceptance Testing (UAT).
Phase 4: Stress Testing & Deployment (Week 6)
Final polishing to ensure the system is "agent-proof."
Optimization: Refining flow performance and app responsiveness.
Handover: I provide full documentation and a 30-minute training session for your team.
Deliverable: The live solution migrated to your Production environment.
FAQs
I build exclusively within your Microsoft 365 tenant, meaning your data never leaves your secure environment. I implement Dataverse Security Roles and adhere to your organization’s DLP (Data Loss Prevention) policies. For AI integrations, I use Enterprise-grade models (like Azure OpenAI) that do not use your proprietary business data to train public models.
Absolutely. By using Microsoft Dataverse as the backbone instead of just Excel or SharePoint lists, we ensure your system can handle millions of rows of data and complex relational structures. My "Managed Solutions" approach also allows for a clear ALM (Application Lifecycle Management) path—meaning we can test updates in a "Sandbox" before pushing them to your live "Production" environment.
Licensing depends on the complexity of the solution. While many simple flows run on standard M365 licenses, "Premium" features like Custom Connectors, Dataverse, and AI Builder typically require a Power Apps or Power Automate "Per User" or "Per Process" license. During Phase 1 (Discovery), I provide a full Licensing ROI Map so you know exactly what your monthly overhead will be before we write a single line of code.
$1,000