ELEMENT DIGITAL SERVICES
Engagement snapshot · July 21, 2026
Projects only: discrete builds with a clear end state. Day-to-day AR operations run separately and are reported on the AR status page.
Projects shown in priority order — drag any card to reprioritize
OBJECTIVE
Move the AR collections system into Advantage's own Microsoft 365, with SharePoint as the system of record.
WHY
Advantage owns and runs its collections system in-house instead of depending on an outside setup.
MILESTONE
DEPENDS ON
Microsoft 365 Integration — needs tenant access to exist
M365 Tenant Restructure — needs an organized SharePoint to build into
OBJECTIVE
Deeper automation inside the advyeg.ca tenant — mailbox, files, and reporting.
WHY
It is the foundation that unlocks automated reporting and mailbox workflows for the other builds.
MILESTONE
OBJECTIVE
Reorganize the SharePoint environment and switch on the Microsoft 365 features Advantage already pays for.
WHY
The tenant becomes organized, secured, and used to its full paid capacity.
MILESTONE
DEPENDS ON
Microsoft 365 Integration — needs admin access to restructure and configure the tenant
OBJECTIVE
Replace the free-form Adobe PDF credit application with a validated digital intake that files itself into SharePoint.
WHY
Validation blocks the bad entries the free-form PDF lets through, and records file automatically.
MILESTONE
DEPENDS ON
Microsoft 365 Integration — validated records land in the tenant's SharePoint
OBJECTIVE
A Claude Desktop assistant that absorbs the repetitive BuildOps workload.
WHY
Frees the team's time from routine BuildOps tasks for higher-value work.
MILESTONE
OBJECTIVE
Establish Advantage's brand and document standards at the organization level of their Claude Team workspace.
WHY
One consistent look for internal and external communications and documents.
MILESTONE
OBJECTIVE
Send the GSEA event invitations to the full recipient list through the james@advyeg.ca mailbox.
WHY
Every recipient gets the invitation, prepared and reviewed before anything sends.
MILESTONE
OBJECTIVE
Turn the provided EO event document into a complete set of calendar events automatically.
WHY
One source document becomes an accurate, populated calendar with no manual re-entry.
MILESTONE