Project Governance & Reporting Standardization

I need an expert who can bring order and consistency to my scattered project information. At the moment I track some initiatives in Excel, others in Smartsheet, and a few more through Teams and SharePoint. My first priority is to organise and standardise every file, meeting-related document and project process so that reporting later becomes friction-free. Scope of work • Design a clear, repeatable governance framework: common project states, reporting cadence, and approval rules that apply to every portfolio item. • Build the supporting file structure inside SharePoint (or the platform you recommend) and map existing Excel, Smartsheet and Teams content into it with clean naming conventions. • Provide meeting and action-tracking templates that align with the new framework so I can capture notes the same way every time. • Prepare the ground for future automation: your structure must be compatible with Power Automate triggers and ready for a Power BI executive dashboard that will eventually pull from all sources—even when formats differ. • Show me how AI can draft follow-up emails and reminders from the data we capture. Acceptance criteria 1. A documented governance guide covering project states, mandatory reports, and escalation paths. 2. A working folder hierarchy populated with my current files and the agreed naming standards. 3. Ready-to-use templates for meetings, decisions, and action logs. 4. A short demo proving that at least one automation flow (e.g., automatic reminder email) runs successfully against the new structure. 5. Step-by-step instructions so I can maintain and scale the setup on my own. Tools already in use: Microsoft 365 (Power BI, Power Automate, SharePoint, Planner), Smartsheet, Teams, and plenty of Excel files. If you have solid experience harmonising mixed environments and can keep things lean and pragmatic, I’d like to start right away and move quickly to visible results.