Power Bi Project Management

Mitchell Moreau

US Public Trust Security Clearance

SUMMARY:

Experience Senior IT Professional with over 14 years of experience in the Microsoft technology stack, specializing in Power BI Arch/Dev and SharePoint Online/O365 administration. Proven expertise in designing &Architecting Azure B2B GCC to GCCH Cloud, Power BI solutions, creating SharePoint taxonomies, and implementing secure data handling. Adept at converting business needs into technical specifications and managing end-to-end BI and analytics projects. Strong background in Dynamics 365 F & O integration and administration. A Sr. Power BI Developer/Architect who can leverage my Power BI skills to drive business intelligence initiatives.

Highlights:

Sharegate Migration Tools, SharePoint Enterprise SRV, Active Directory, Python, Azure Data Factory, Dev Ops & SQL Server 2012/2016, Windows Server 2012/2016, O365 & Azure DevOps, Power BI/SSRS/SSAS/SSIS, PowerShell Scripting, PowerApps, Power Automate, SQL Query, Dataverse, Dynamics CE & F O.

PROFESSIONAL EXPERIENCE:

EvenStreams - (US Department of Treasury) Washington, DC

IT SME Project – US Department of Treasury (Remote) April 2024 – Present

Provide engineering support to various proof-of-concept and Pilot Project design, development, implementation, and ongoing support plans. Responsible for migrating DO users O365 OneDrive and SharePoint Online. Produced US Treasury GCC to GCC High Cross-Cloud B2B Config Build Document. Produced Architecture Diagrams. Support Staff.

Possess high-level technology knowledge (SME Level) in a wide array of IT fields including but not limited to:

Cloud Services: Microsoft 365, AWS, Oracle, Azure B2B Cloud GCC to GCCH

Operating Systems: Microsoft Windows (workstations and servers), Linux

Directory Services: Entra ID Connect, Azure Active Directory Service for Identity Management

Network Services, Protocols, Mobile Computing and Remote Access

Developer Tool: VS Code, Visual Studio, Python & Seaborn, and VS Code Tool Kit for Ai.

BI Tools: Power BI, Power Platform (Power Automate, PowerApps), Microsoft Fabric, Python

LLM Tools: Astrato .io, Snowflake, Databricks, Streamlit, n8n, Lida LLM, Akkio, Claude api

Ai Models Test: Mistral small & Large, Claude Sonnet, Meta Llama 3, GPT 4.0 Mini, and Gemini 1.5, DeepSeek

Cybersecurity Tools: Threadfix, Qualys, Imperva, Tanium, WAF, Security Monitoring, SailPoint, DB Encryption

Robert Half Intl.

Power BI Report Developer (State Of PA) Senator John Fetterman September 2023 – March 2024

Experiencing in developing Power BI development Projects.

Responsible for gathering the requirements from client and developing against those requirements.

Analyze requirements written in User Stories from Azure DevOps

Developed Power BI Reports based on User Story requirement for the Board of Pardons Report.

Developed SQL Queries in Azure SQL needed for the Board of Pardons Reports

Developed and designed parameters in Power BI Report Builder.

Deployed and published Power BI Reports to Dev, Staging and Production in Power BI Service.

Robert Half Intl. January 2023 - September 2023

IT PM – SharePoint Online O365 & Power BI Dev

Client: Performance Equity Management

Responsible for creating the SharePoint taxonomy in the Term Store to enable Managed Metadata tagging of Documents for Each department.

Used Sharegate tool to migrate SharePoint sites and to do bulk moving of SharePoint artifacts. Created Workflows in SharePoint with PowerApps to route Documents to proper location is SharePoint System upon Upload

Administered SharePoint Security trimming to secure confidential financial and legal documents. Created Power BI Dashboards and several Data Visualization reports to display financial funds' performance to clients. Managed Project in Excel proprietary PM Plan

Robert Half Intl. January 2022-December 2022

Integration Architect – Dynamics 365 F & O Architect

Client: Boumatic

Responsible for integration between Kingsway Soft Integration Kit Rest API and Dynamics 365 F & O. Managed project delivery of integration from JD Edwards into Dynamics 365 F & O

Created Project Plan, provided Portfolio Management in Plainview, Weekly Status Reports, conducted meetings with PM Team and Vendors. I liaised between the Microsoft Dynamics 365 Delivery partner to ensure knowledge transfer for our team.

Managed risks, tracked Milestones, captured minutes, attended daily MS Teams meetings, created infrastructure Diagrams, managed Azure SQL, Azure accounts, LCS (Life Cycle Services) and created Power BI Reports via SharePoint 2016

Prime Technical Services December 2021-January 2022

(FDA) Federal Drug Administration – M365 SME & Power BI Dev

Created Data Models and Data Visualizations for VROPS Data used to track Capacity Management usage. Developed Power BI Dashboard reports to track trends on usage per month. Also, made recommendations on capacity usage savings for the FDA.

Provided experience in optimizing Microsoft Power BI dashboards with a focus on usability, performance, flexibility, testability, and standardization.

Experience creating Data Models required to produce reports by creating Paginated Reports with Power BI and organizing advanced DAX calculations in Measures.

Haws Corporation, Sparks, NV May 2021-December 2021

D365 Dynamics 365 Admin F & O Dynamics CRM - CE

Assist with gathering requirements for the Migration of Dynamics AX 2009 to Dynamics CRM CE and Dynamics F & O. Responsible for managing LCS environments for EMEA, Brazil, Switzerland and US. Maintain D365 F & O environments, assigned permissions, resolve tickets, and support users with the Dynamics navigation.

Integrated Power BI Reports in D365. Seamlessly communicate with all internal and external departments, maintaining clear timelines using Agile

Adapted to business needs and provide effective solutions to D365 F & O. Possess Azure Active Directory experience and SSRS experience. Good understanding of functional configurations in the application Functional testing of the application Functional impact analysis to D365 application

Experience migrating, building and consuming of Data Entities (OData). Experience in Dynamics 365 FO Security Administration, Projects, and Expense Management modules. Use the Power Platform to manipulate entities needed for CE migration.

Frederick Wildman & Sons, New York, NY November 2020-May 2021

Dynamics 365 IT Consultant

Developed Transactional, Inventory and Shipments Reports from master. Resolved tickets in Microsoft D365 Finance and Operations (Finance & Accounting, Financial Reporting, Inventiv, Ops, Pricing) issues. Produced Power BI Report & Data Visualizations for Sales Reps, and Brand P& L or Market P & L for Finance Dept

Created Training Documentation for Sales Team (Admin, Sales Reps, Managers) and Developed Order Confirmation Process Flow

Documented Dynamics 365 Migration document. Perform ETL on cloud using the Azure Data Factory. Consume data using Dynamics Business Central Web Services

Configured Dynamics Business Central Dataset & mapped to SQL Dataset by using copy component in Pipeline for full load in Azure Data Factory. Generated Power BI Reports by identifying Tables/Queries and their respective Columns which needed to be extracted to create Views in Dynamics 365 Business Central. Configured OData Connector to create BC linked service to connect to BC Dataset.

Starr Companies, New York, NY November 2019-October 2020

Project Manager/IT Consultant: PMO Office

Responsible for managing multiple Programs Projects over $1Million such as Business Intelligence, customer facing SLE Booking Platform SLE 2.0 and Starr 360 proprietary application project. Integrated Project Online P3 with Microsoft Azure Boards and Microsoft Roadmap tool

Produced monthly Portfolio of All Programs/Projects for CEO of Starr Companies along with Weekly Project Plans. Produced Power BI Dashboards to track live Project Status. Managed SOC 2 Report requests from Vendors for Starr Companies to ensure Compliance.

Created SharePoint Project Site with workflow used to track Issues & Concerns, Project Status and Weekly Executive Summary for each Project in Portfolio in Plainview PMO. Managed and track Projects in Azure Dev Ops while tracking development daily sprints.

Managed migration of legacy Tableau Dashboards to Power BI Direct Query with SSRS integration while keeping Store Procedure functions along with SSRS SQL Scripts. Set up and use workflows that connect tasks performed by different users or by the system. Experience in Implementing and developing business solutions using Microsoft Tech like .NET, MS Dynamics Business Central, CRM D365, 2016, 2013, 2011 Entity, Views, Web resources, Ribbon, Chart, configuration and customization, integration with MS SharePoint, MS Outlook and SQL server. Involved in all phases of Dynamics Business Central 365 end to end project utilizing Full Life Cycle Services Platform with key requirements gathering solution designing, analysis, design discussions, configuration, customization, and Deployment. I managed budgets, monitored progress of projects with real-time data on available resources.

Accelerated financials, financial closing, manage budgets, and report across financial & business dimensions. Increase their overall visibility across all supply chains to gain greater control over purchasing processes.

AIG, Cyber Security Program October 2018-November 2019

Power BI Developer, Project Management Office (PMO)

Responsible for developing Power BI Reports and managing AIG’s Planview PMO application for (Business Information Security Office) SharePoint Cyber Security Program Site. Responsible for developing all of Global Regional Infrastructure Vulnerability Weekly Reports by regions (Japan, EMEA, UK & Europe, and North America) in Power BI.

Experience designing creative visuals from Excel, CSV for ETL ingest into Power BI to build dashboards and customizations to meet the requirements of AIG’s Cyber Security Initiatives. Provided experience in optimizing Microsoft Power BI dashboards with a focus on usability, performance, flexibility, testability, & standardization.

Experience creating Data Models required to produce reports by creating dynamic RBAC security with Power BI and organizing advanced DAX calculations in Measures & configured SSRS & SSAS cubes. Migrate dashboards to Power BI Dashboards

ACLU, New York, NY April 2018-October 2018

Project Manager/Business Analyst

Provide a roadmap for SharePoint Admin-on-Prem to Office 365 migration. Manage development teams, developed efficient project plans, estimates.

Created and update project status reports, risks/issues list. Scheduled and facilitated meetings to provide status, obtain sign off, resolve critical issues, and work through project scheduling conflicts. Implement and/or work within an established budget.

Managed SharePoint environment, created InfoPath Workflow for conference registration, produced monthly reports via Power BI Service

Created DAX Measures and Calculated Columns for use of charts in Power BI Dashboards. Devised Microsoft Teams project strategy & delivery plan

CEIS Review, New York, NY January 2018-March 2018

IT Consultant

Migrate MS Access database to Azure SQL and sync MS Access with SharePoint. Provided weekly project planning, scheduling, and status reporting. Developed Power BI Dashboards for client relationships. Used CSV and Excel as additional data sources to create data model in Power BI

USTA-US Open 2016, New York, NY August 2016-December 2017

Project Manager/Business Analyst

Provide all related network IT support to the back Office and visitors. Exchange email, wireless connectivity, LAN/WAN, patch switches, print Servers, and SharePoint Office 365. Video Conferencing etc.

Sumitomo Bank, New York, NY April 2016-June 2016

Project Manager/Business Analyst

Produced SharePoint 2013 Self-Migration Process Flow Diagram used to identify the migration process.

Trained users virtually from New York, NY and Tralee, Ireland on SharePoint 2013 Basic End User course. Provided guidance where necessary regarding migration and the use of popular tools. Prepared SharePoint 2013 template shell prior to Migration

Conducted FastTrack Migration. Installed & Configured SharePoint 2016 environment to prepare for migration.

Northeastern University, Boston, MA September 2015-December 2015

Power BI Develop Office 365 Architect

Defined strategy Roadmap for moving existing collaboration and departmental/division sites to SharePoint Online/Office 365. Designed Migration, Technical Design, Pilot and Full migration go-live plans for Office 365. Produced SharePoint 2010 inventory using Sharegate Tool for Migration preparation. Converted DirSync to AD Connect for Hybrid Identity Management

Knowledge of Skype for Business, O365, Exchange online, SharePoint admin functions and Roles. Developed clear governance strategy for Office 365 Sites and user roles. Developed and devised strategy for Power BI Reports from Cognos Data Source

Use DAX calculated columns to produce Power BI Dashboards. Active Directory – gained a better understanding for current issues; highlighted when to use AD groups, vs. SP groups.

Business Analyst Toolkit - developed and defined a toolkit for all projects to gather requirement for internal projects. Produced data model in Power BI from Excel and CSV files.

RAMSA Architectural Firm, New York, NY June 2015-September 2015

SharePoint Admin/Trainer

Assisted with FastTrack of Migration from SharePoint 2010 with the use of a third-party solution from Knowledge Architecture named Synthesis 5 (Add-On) for SharePoint Platform

Deployed solutions and troubleshoot SharePoint related issues. Supervised upgrade

AIG - Global Services, New York, NY October 2014-June 2015

SharePoint Admin/Trainer

I conducted weekly Virtual Instructor Lead Training via WebEx to approximately 14 students weekly on SharePoint Team Sites. Also, provide Admin support and architectural guidance to the organization. Used Adobe Captivate 6 to create video simulations and Quizzes for LMS Scorm 1.2 systems. Made compatible for Blackboard and Cloud Scorm.com

New Horizon Northeast, New York, NY July 2014-October 2014

SharePoint Trainer

Conduct instructor Lead Training of SharePoint Power User, End User, SharePoint Administration classes. I also taught Managerial Leadership course. Office 365 End User course number 50588A

Sun Products Corp., Wilton, CT October 2013-June 2014

SharePoint 2013 Upgrade- Implementation Architect

Project purpose was to setup both an Office 365 and On-Prem 2013 SharePoint environment.

Configured and deployed the new 2013 SharePoint Office 365 Cloud Environment with dedicated Windows 2012 Servers and partitioned SQL Servers & used SDLC methodology to drive project.

Ran Email environment assessment, setup internal and external auto discovery for Office 365 tenant (requiring DNS configuration and Exchange server access)

Lead Architect for SharePoint 2007 to 2013 migration including new system design, development, planning, implementation/migration and knowledge transfer.

Document SharePoint 2010 Architecture and provide training as well as SOP documents.

Use Nintex to convert business processes to workflows such as Lazy approval etc.

Configure ISA Server/Load Balancer for Reverse Publishing, Firewall Rules Changes, Test

Build SharePoint Server: OS Setup; Configure Windows Server, App server, Web Server

Shire Pharmaceuticals, Lexington, MA May 2013-July 2013

SharePoint Architect

Lead Architect for SharePoint 2007 to 2010 migration including new system design, development, planning, implementation/migration and knowledge transfer.

Document SharePoint 2010 Architecture and provide training as well as SOP documents.

GAF Corp., Wayne, NJ May 2012-May 2013

Business Intelligence Team

SharePoint & Lead BI Architect

Assess customizations and upgrade considerations and document architecture.

Test behavior of migration process of existing MOSS 2007 into SharePoint 2010

Build SQL Server 2012 queries investigate BI Features and Data Model approaches using PowerPivot and Power View with integration of Excel for PowerPivot, SSRS

Identified how to accomplish forms-based authentication and Active Directory security.

Assess impact of GAF Portal Architecture Scalability - (Web App to App Pool impact)

Work on Governance Strategy Doc to include SLA for SharePoint BI Team

Identify Anti-Virus for SharePoint Farm Security and packets, and TMG Diagram in Visio

Formed Based Auth – External Site – Extended Site Login and Configuration

Created custom Web Parts, Workflows using C# Sharp and Visual Studio 2008

Use PowerShell to provision Web Apps, Service Applications, and automated agents.

Investigated Short-Term HA/DR Solution options in SharePoint and SQL 2012

CBS - Showtime, New York, NY November 2010-March 2012

SharePoint (SharePoint 2010 Upgrade) Lead Architect

Architect Farm Environment needed for Upgrade of SharePoint 2007 to SharePoint Server 2010

Maintained Client Project Relations, served as SharePoint Architect/Development Consultant

Responsible for implementing Microsoft SharePoint Server 2010 with Excel, Access Services BI

Used Visual Studio 2010 to create Features, Lists, Master Page, & CSS Styles for SharePoint 2010

Conducted Installation of Dev, Staging and Production Servers in a 3 Tier environment

Configured Kerberos, PowerPivot for SharePoint along with PerformancePoint.

Produced full SharePoint Server 2010 Deployment Build documentation, Server Config Docs etc.

Modified necessary SQL Server 2008 Security accts needed to integrate with SharePoint 2010

Produced Training Manuals needed to conduct End User Role Based Training

Honeywell, Melville, NY October 2009-October 2010

SharePoint (MOSS 2007/Commerce Server 2009) Lead Architect

Maintained Client Project Relations, served as SharePoint Architect/Development Consultant

Responsible for implementing Microsoft Commerce Server 2009 with BizTalk and Moss 2007

Utilized Visual Studio 2008 and C# to Update Service References needed to consume BizTalk Services within Microsoft Commerce Server 2009 & deployed Certificates to enable SSL Security

Conducted Installation of Dev, Staging and Production Servers in a 3 Tier environment

Produced full MOSS 2007 Deployment Build doc, Commerce Server Configuration Docs etc.

Modified necessary SQL Server 2005 Security accounts needed to integrate with MOSS.

Produced Training Manuals needed to conduct End User Role Based Training

Utilized WCF Service references with Endpoint needed to talk to BizTalk via MOSS Web Config

SOSi LTD., USSTRATCOM, NY January 2008-January 2009

SharePoint Architect (MOSS 2007/WSS 3.0) Lead Architect

Maintained Client & business relations Project Relations, served as SharePoint Architect/Development Consultant for the US Government Program

Architect MOSS 2007 Environment for the Government USSTRATCOM, AFRICOM, CENTCOM, EUCOM, NORTHCOM, PACOM, SOUTHCOM US Military Command Portal Sites

Installed 64bit Windows 2003 Server EMC Server Solution. Recommended HP Servers and EMC Disk Solution with SAN. Also, installed SQL Server 64bit SQL Server 2005 Cluster

Environment for redundancy of SQL Servers which included installation of Physical SQL Servers and one Virtual IP to manage the Cluster Administration console.

Synced captured Data from MS Access Form with SharePoint List stored in SQL.

Also migrated MS Access Data, File Maker Pro Data and synced SharePoint Links with SQL

Ran SQL Queries from within MOSS and Sync MOSS List with SQL Database in real-time.

Provided Network load balanced Intranet and Extranet solution in a secure SSL environment.

EDUCATION:

Central New Mexico College, Albuquerque, NM

AA-Associates of Arts - Liberal Arts, 1997

Clearance:

US Public Trust Clearance

DOD – Clearance eligible

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