Imelda M.
Microsoft 365 Solutions Architect | SharePoint SME (20+ yrs) | Power Platform & Dataverse Architect | Copilot Studio & AI Automation | Cloud Collaboration Leader
- Role
- Lead M365 Solutions Architect & Cloud Collaboration Manager at Gold Coast Health Plan
- Location
- Concord, CA, US
- LinkedIn followers
- 500 followers
About Imelda M.
I specialize in translating end‑user challenges into practical Microsoft 365 solutions. I work closely with business units to understand how people actually work—listening for what’s said and what’s not said—and turning those insights into workable designs. Because a blueprint is only as strong as its execution, I collaborate in tight cycles with my developer to refine data models, UI flows, and processes until the solution fits real-world use.I run a lean, fast delivery model using RAD and other Agile practices. I own the environment end‑to‑end: defining information architecture, building SharePoint foundations, mapping Dataverse models, and validating directly with end users to ensure adoption. Whether modernizing an existing workflow or designing something entirely new, my focus is on creating secure, governed, and scalable systems within the Microsoft 365 ecosystem.KEY WINS• AI Strategy (HRi): Built the organization’s first Copilot Studio agent to support the Workday and Empower transition—grounded in the HR SharePoint site collection for secure, real‑time access to HR FAQs, policies, and training.• Operational Data Modernization: Introduced a governed SharePoint Online environment to replace manual and inconsistent workflows. UI/UX design build of digital forms and structured Dataverse/SharePoint models that allow nursing and operational teams to capture data consistently—reducing duplication, eliminating version confusion, and improving Power BI and Excel reporting accuracy.• CAP Remediation: Delivered a Dataverse‑based IHA Call Log MVP that replaced high‑risk manual steps and helped the organization clear a Corrective Action Plan (CAP).
Experience
Lead M365 Solutions Architect & Cloud Collaboration Manager
Oct 2021 — Present · US
Design & Build Authority: Rebuilt the Microsoft 365 and SharePoint Online ecosystem from the ground up. Led the organization’s first implementations of Power Platform, Dataverse relational modeling, and AI‑driven automation.• Strategic Advisor: Led deep‑dive discovery sessions to identify operational risks and transitioned Business Units from reactive intake to Strategic Digital Blueprints that prioritize scalability, governance, and data integrity.• Platform Governance: Replaced unmanaged SharePoint sprawl with a metadata‑driven information architecture. Established unified brand standards, technical guidelines, and a Custodial Owner (CO) framework to eliminate folder‑based storage and improve data discoverability.• Legacy Modernization (PQI): Retired a deprecated MS Access database and delivered a modern Potential Quality Issue (PQI) solution. Produced professional training media (Clipchamp/voiceover) to drive adoption and prevent scope creep.• Regulatory Compliance (IHA): Architected the Initial Health Appointment (IHA) Outreach Log, serving as the technical cornerstone for clearing a state‑level Corrective Action Plan (CAP) with DHCS.• Relational Data Architecture: Engineered Dataverse relational models for high‑visibility Member Incentive programs, replacing decade‑old spreadsheets with automated, auditable data pipelines.• AI Innovation (HRi Bot): Designed and deployed “HRi,” the organization’s first custom AI agent in Copilot Studio. Delivered an MVP in 3 weeks and integrated it into Microsoft Teams to automate service delivery for 430+ users.
Education
University of Phoenix
Bachelor of Science Degree, Business/Concentration in Project Management
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