Power BI · Automation · Data integration
Connected reporting services, with dedicated expertise in Power BI, Dynamics 365, Excel, SQL and Power Automate.
Steveston waterfront · Richmond
Your local business focus
Richmond’s municipal economic-development profiles describe logistics and distribution, alongside an agrifood chain spanning production, processing and retail. A useful reporting scope makes stock and operating records easier to trace.
Surrey-based. Scope is agreed around your actual business, tools and data.
Explore the local pageChoose your starting point
A dashboard, an automated workflow or a better data connection can each be a useful first step. The initial review helps decide which one fits.
Clear KPIs, useful dashboards and a data model your team can follow.
02Repeatable collection, cleanup and report delivery with clear exception handling.
03Bring accounting, ERP and operational data together with shared definitions.
The tools behind the work
Explore what we can build, repair and improve across five Microsoft and data technologies.
Microsoft Power BI
Dynamics 365
Microsoft Excel
SQL & data modelling
Microsoft Power Automate
Designed around the operation
Choose one bounded project. We agree the inputs, deliverable, acceptance checks, scope, timing and price before implementation.
Bring: the report and a sanitised reference export. Deliverable: agreed calculation or usability corrections. Check: selected totals, filters and detail against the reference. Broader source or platform changes are separately scoped.
Discuss a reportBring: its inputs, current steps and decision owner. Deliverable: one documented workflow. Check: the intended output, duplicates, failure and review routes. Other processes and ongoing operation are separately scoped.
Discuss a workflowBring: approved sources, keys and reference totals. Deliverable: one defined import and mapping. Check: counts, units, dates and missing records. Additional feeds and production write-back require their own agreed scope.
Discuss a data connectionDelivery approach
Data readiness and the agreed scope determine the schedule. We confirm it before work begins.
Start with the report, workflow or question that needs better visibility.
Agree the sources, deliverables, timing and price before implementation.
Connect the data and check the reporting logic against your operating process.
Walk through the solution, document it and show your team how to use it.
Founder implementation experience
Anonymized enterprise implementations delivered by Manish. Each case explains the problem, the change, the recorded checks and the limits of the evidence.
Power BI · DAX · Business Central data
A shared input calculation replaced conflicting list and KPI definitions. Missing conversion evidence stays visible as REVIEW.
Saved correction · October 1, 2026
Source freshness and later report states remain outside this acceptance scope.
Read the implementationPower Automate · SharePoint · Copilot · Jira
A contradictory decision gate was repaired. One genuine request was traced through creation, destination read-back and queue completion.
Recorded execution · October 2, 2026
Historical action statuses rechecked October 6; wider coverage remains unverified.
Read the implementationSharePoint · Document metadata
A defined library structure and governance fields were tested with a bounded document copy while retaining the originals.
Completed pilot · August 3, 2026
Wider migration, owner review and access validation remained expansion gates.
Read the implementationPower BI · DAX · Business Central data
A staging report brought component availability and shortage review into one workflow, with corrected search, reset and rounding behavior.
Validated in staging · September 29–30, 2026
Production deployment is not established; later layout and exports are not independently rechecked.
Read the implementationThese cases describe the founder’s work within an enterprise environment. They are not presented as paid Surrey AI Automation client engagements. No savings or ROI are claimed.
A practical place to start
Olympic Oval & Fraser River · Richmond
