Process automation
Approvals, notifications, document handling and data movement between systems, with error handling and a handover guide so your team can maintain it.
Power Automate · Outlook · SharePoint · OneDrive
Systems, automation and data consulting
Manual processes turned into working systems.
Automation, Dynamics 365, reporting and AI integration for small and mid-sized teams. Ten years in IT, the last six supporting international banks on a reconciliation platform, so I am used to systems where mistakes cost money.
10 years in IT
Dynamics CRM since 2016
SQL, SSIS, SSRS, Power BI
UK security clearance (SC)
A typical build. Each step is replaceable, so the system keeps working when your tools change.
Services
What I build and fix
Six areas, all connected: most projects start with a process, touch a system and end with a report.
Dynamics 365 and CRM
Forms, workflows, security roles and Customer Service setup, plus testing with your users before go-live. I have worked with Dynamics CRM since 2016.
Dynamics 365 · Customer Service · UAT · training
Data and reporting
The queries behind the numbers, cleaned data, and dashboards people actually open. Strong on SQL Server and on explaining what a figure really means.
SQL Server · T-SQL · SSIS · SSRS · Power BI · QlikView
AI integration
Assistants that answer from your own documents, and AI tools wired into the systems you already use, with clear limits on what they may do.
RAG pipelines · Claude · Microsoft Copilot
Websites and portals
Fast small-business sites and customer self-service pages. I built a portal where banking clients raise cases and find documentation, backed by Power Apps and Power Automate.
HTML · CSS · Power Apps
Analysis and testing
Requirements, As-Is and To-Be analysis, user stories, UAT coordination, due diligence on software contracts, and automated browser tests that catch breakages early.
Requirements · UAT · Playwright · TypeScript
How a project runs
Small steps, fixed prices, no surprises
Free call
Thirty minutes on what is slowing your team down. No sales deck.
Written quote
What is included, what it costs and when it is done. Fixed price wherever the scope allows.
Build and demo
You see working pieces every few days, so a wrong turn costs hours, not weeks.
Handover
Documentation, a walkthrough for your team, and 14 days of free fixes on what I built.
Pricing
Clear prices
Fixed-price packages for common jobs, hourly and day rates for everything else, and retainers for ongoing help. Pick the currency you prefer to see.
Projects and notes
Things I build to learn in the open
Small projects on tools and ideas I want to understand properly, written up with what worked and what did not. Planned topics are marked.
About
The person banks called when reconciliation did not match
I am Miguel, a business and application support analyst based in Mallorca, working UK and European hours.
For six years I was the first point of contact for international banks on a reconciliation platform, from testing and implementation to post-go-live support. That meant reading data to find why two systems disagreed, explaining it to people on both sides, and getting the fix tested.
Alongside the support work I built things: a customer self-service site on Power Apps and Power Automate, Dynamics CRM workflows, and I helped with an internal AI assistant that answers from company documentation. This site is where I write up the next ones.
English is my first language and I speak Spanish at a working level. I hold UK security clearance (SC) and dual British and Spanish citizenship.
- 2020 – 2026Senior Software Support Analyst, SmartStream TechnologiesReconciliation, collateral and cash management for Tier-1 banks. Dynamics 365, SQL, self-service portal, AI assistant.
- 2019 – 2020Business Systems Analyst, Alliance HomesSQL Server, SSIS and SSRS reporting, second and third line support, documenting legacy interfaces.
- 2016 – 2018Systems Engineer and IT Support Analyst, Clifton Asset ManagementDesigned Dynamics CRM forms, workflows and reports; released monthly in an agile cycle.
- 2014 – 2019Earlier contract and support rolesSecure infrastructure, forensic and security work, and QlikView development for airport clients.
Contact
Tell me what is slowing your team down.
Send two or three sentences and I will reply within one working day with questions or a suggested next step. The first call is free.