Intake & Request Systems
Replace email requests with structured forms, tracking, ownership, and status visibility.
Scott Campbell Consulting
Turn messy spreadsheets, forms, and manual workflows into working Microsoft 365 systems.
I help small businesses replace email-based tracking, spreadsheet chaos, and broken reporting with practical internal systems built using Microsoft 365, Power Automate, SharePoint, and Power BI.
- Forms
- Workflows
- Dashboards
- Reporting Automation
- Remote Support
When reporting is broken
The dashboard usually isn't the real problem.
The real problem is the workflow underneath it: scattered spreadsheets, manual form submissions, unclear ownership, inconsistent definitions, and data that changes before anyone can trust it.
I fix the workflow first, then build the reporting system around it.
- Requests get lost in email.
- Reports depend on one person's spreadsheet.
- Managers do not know what is overdue.
- Staff update data inconsistently.
- Dashboards do not match the source files.
- Leadership keeps asking for the same updates.
What I build
Practical Microsoft 365 systems for everyday business operations.
Workflow Automation
Use Power Automate to route work, send reminders, trigger approvals, and reduce manual follow-up.
Power BI Reporting
Turn operational data into dashboards that show workload, bottlenecks, overdue work, and performance.
Operations Trackers
Build structured tracking systems for tasks, deadlines, compliance, onboarding, customer issues, or internal requests.
Monthly Reporting Support
Keep reports, flows, forms, and dashboards working as the business changes.
The core offer
Start with one messy process.
Microsoft Operations System Sprint
A focused remote build for small businesses running important work through spreadsheets, email, and manual follow-up.
In 2 to 4 weeks, I help turn one messy workflow into a working Microsoft 365 system with intake, tracking, automation, reporting, documentation, and training.
Typical project range: $7,500 to $20,000
Demo system
See what a Microsoft 365 operations system can look like.
The demo system shows how a small business can replace spreadsheet and email-based request tracking with Microsoft Forms, SharePoint Lists, Power Automate, and Power BI.
- Intake form
- Microsoft List tracker
- Power Automate workflow map
- Power BI dashboard
- Manager view
About Scott
Built by someone who understands messy operations, not just dashboards.
I build practical Microsoft 365 systems for organizations that have outgrown spreadsheet-based operations but do not need a full custom software team.
My background combines business intelligence, workflow design, operations reporting, and hands-on systems development across complex service environments.
Have a process your team is still running through spreadsheets or email?
Start with a fixed-scope Reporting Systems Audit. I'll review the workflow, identify what is breaking, and map what a working Microsoft 365 system could look like.