Before you explore

This is a concept demonstration.

Some things work. Some things are simulated. Here is what to expect.

Simulated in this demo

AI assistant. Responses are pre-scripted examples. In production, the AI connects to Azure OpenAI and responds to your live environment.

Emails and messages. Inbox and Teams chat content is static and fictional. Not connected to a live mailbox.

Form submissions. Raising a ticket, submitting an expense or requesting leave will not create real records.

All data. Names, tasks, documents, approvals and figures are entirely fictional and for illustration only.

Real in a live deployment

All features. Every panel, form and action is fully functional when connected to your Microsoft 365 environment.

Live M365 data. Real emails, calendar, tasks, files and presence pulled directly from your tenant via Graph API.

Invata application suite. Workforce, Xpendly, CorESM, EAM, Optra and LeadStream all connected and sharing the same data model.

AI on your data. The assistant reads your live tasks, emails and platform events to give contextual, accurate answers.

Company announcement: All-hands meeting this Friday at 14:00 : dial-in details in the calendar invite.

Pending approvals

2 due today

Open tasks

3 done this week

New opportunities

2 added this week

Unread messages

3 Teams · 4 Email

Meetings today

Next: 14:00

Quick Actions

Request Leave

Raise Ticket

Raise Order

Submit Expense

Submit Form

New Contact

Book Desk / Room

Reserve Parking

Enter Time

Inbox

4 unread

Microsoft 365 Admin09:14

DLP policy update: review required

A Data Loss Prevention policy has been updated in your tenant. Please review...

Nexus Platform Intelligence08:42

Weekly governance digest: 20 May

4 flows flagged, 2 guest accounts approaching expiry...

HR TeamYesterday

Reminder: Q2 appraisals due Friday

Please complete team appraisals in Workforce before Friday...

FinanceYesterday

April expense report approved

Your April submission of €1,240 approved: processed 25 May...

My Calendar

Platform governance review

14:00 – 15:00

Site B milestone review

15:30 – 16:30

All-hands (Friday)

Fri 14:00

Teams Chat

3 new

Project Management10:02

Site B milestone review at 2pm: can you confirm?

Operations Team09:30

Asset inspection report ready for sign-off in EAM

Finance MonthlyYesterday

All submissions reconciled: sending to approval

HR AnnouncementsYesterday

New onboarding checklist published in Workforce

Company News

Platform update: Nexus v2.4: new DLP dashboard now live

PlatformToday · Invata Team

Q2 operations review: strong performance across all lines

Operations19 May · Management

New: Workforce mobile app available for field teams

HR17 May · HR Team

New procurement policy effective 1 June

Finance15 May · Finance

My Tasks

Approve leave: D. Walsh Dept

Update Site B milestone in Optra Project

Complete onboarding checklist Dept

Submit maintenance request: Unit 4 Project

Review updated procurement policy Personal

Review Q2 expense reports Dept

Category

Format

Length

Document

AI generated

Documents cannot be published to the Knowledge Centre without approval. Use Send for approval to submit a draft for review.

Site B Phase 3 Project Brief

60% complete

Operations · Last edited 19 May 2026

Graduate Operations Analyst JD

Draft

HR · Last edited 15 May 2026

Q2 Governance Review Minutes

Awaiting approval

Operations · Last edited 18 May 2026 · Sent to Karl Smith

Document

Type

Department

Updated

Status

Expense and Reimbursement Policy

Covers rules, thresholds, submission process and approval routing

Procedure

Finance

14 May 2026

Published

Budget Planning Template Q3 2026

Quarterly budget template with pre-built category structure and variance formulas

Template

Finance

1 May 2026

Published

Accounts Payable Process

Step-by-step process for invoice receipt, coding, approval and payment

Process

Finance

22 Apr 2026

Published

Purchase Order Request Form

Physical form for requesting supplier purchase orders where Raise Order is unavailable

Form

Finance

10 Mar 2026

Published

Employee Handbook 2026

Company policies, culture, benefits, conduct and working practices

Guide

3 Jan 2026

Published

New Starter Onboarding Process

30/60/90 day framework covering IT setup, access, induction and check-ins

Process

18 Apr 2026

Published

Performance Review Template

Q2 appraisal template for line managers, includes objective scoring and development fields

Template

5 Feb 2026

Published

IT Acceptable Use Policy

Permitted use of company systems, devices, data and internet access

Procedure

11 Mar 2026

Published

Incident and Change Management Process

How to log, escalate and resolve incidents and manage platform changes

Process

30 Apr 2026

Published

Software Access Request Form

Paper-based access request for systems not covered by the digital process

Form

12 Feb 2026

Published

Site Health and Safety Procedures

Required safety standards, PPE, emergency protocols and site-specific rules

Procedure

Operations

2 May 2026

Published

Project Delivery Framework

End-to-end guide for scoping, delivering and closing projects using Optra

Guide

Operations

20 Mar 2026

Published

Risk Assessment Form

Standard form for identifying and scoring operational and project risks

Form

Operations

9 Apr 2026

Published

Brand and Visual Identity Guidelines

Logo usage, colour palette, typography, photography style and tone of voice

Guide

Marketing

15 Jan 2026

Published

Company Presentation Template

Approved PowerPoint template for client and internal presentations

Template

Marketing

8 Feb 2026

Published

Logo Pack and Approved Brand Assets

Full and simplified logos, icon sets and approved colours in all formats

Marketing

15 Jan 2026

Published

AI Report Assistant

Generate reports from your data, interpret existing reports, or compile report packs

Connected to: Power BI Dataverse SharePoint Lists Workforce Xpendly CorESM

Report

Generated now

Analysis

Select reports to include

Q2 Finance Dashboard

Finance

Service Desk Performance

IT Ops

Workforce Analytics

Project Status Overview

Operations

Sales Pipeline Report

Sales

Asset Utilisation Report

Operations

Pack settings

Pack title

Date range

Format

Recipients

Executive summary (optional)

Report Pack

Generated

Your saved reports

Q2 Finance Dashboard

Finance · Refreshed 2 hours ago

Service Desk Performance

IT Operations · Refreshed daily

Workforce Analytics

HR · Refreshed daily

Project Status Overview

Operations · Refreshed hourly

Sales Pipeline Report

Sales · Refreshed hourly

Asset Utilisation Report

Operations · Refreshed daily

Project Timeline

Live phase tracking across active projects

Charlie Smith

Operations Manager · Operations Department

EMP-2024-0047 Full-time Permanent Since 15 Jan 2024 Reports to Karl Smith

Leave days
remaining

68%

Training
complete

Allocated
assets

Contact Details

Work email

c.smith@invata.io

Personal email

charlie.s@gmail.com

Work phone

+888 1 555 0147

Mobile

+888 87 412 8833

Home address

14 Maple Drive, Millview, Dublin 18

linkedin.com/in/charlie-smith56782

Emergency Contact

Name

Pieter Smith

Relationship

Brother

Phone

+888 86 290 4471

p.Smith@email.com

Bank and Payroll Details

Managed by Payroll · Contact HR to update

Bank

Bank of Ireland

Account

•••• •••• 8821

PPS number

••• •••• A

Tax basis

Cumulative

Current Role

Job title

Operations Manager

Department

Operations

Start date

15 January 2024 (promoted January 2025)

Contract type

Full-time Permanent

Line manager

Karl Smith · Director

Notice period

8 weeks

Work location

Dublin Office (Hybrid)

Employee ID

EMP-2024-0047

Employment History

Career progression within Invata

Operations Manager Current

Invata

January 2025 – Present · 4 months

Promoted to Operations Manager following strong performance in the Senior Analyst role. Leading platform operations across 5 direct reports, overseeing project delivery, service desk performance and governance reporting.

Senior Operations Analyst

Invata

January 2024 – January 2025 · 1 year

Joined Invata as Senior Operations Analyst. Delivered Microsoft 365 platform deployments for four managed clients, led service desk transition to CorESM, and established the Nexus governance baseline for two new engagements.

Contractor Engagement

Invata

October 2023 – December 2023 · 3 months

Engaged as a contractor to support the initial scoping and client onboarding phase prior to full-time appointment. Completed platform assessment and prepared the governance framework for the first managed client.

Required Training

Mandatory completions tracked by HR

Manual Handling

Overdue since March 2026 · Health and Safety

Overdue

Fire Safety and Emergency Procedures

Due 31 May 2026 · Health and Safety

Due soon

Cyber Security Awareness 2026

Due 30 June 2026 · IT Compliance

60%

In progress

GDPR Annual Refresher

Due 30 June 2026 · Compliance

Not started

First Aid Refresher

Completed January 2026 · Health and Safety

Complete

OKR Alignment

Company objectives linked to your development plan

Loading OKR data...

Personal Development Plan

35%

ACCA Part 2: Finance Leadership Qualification

Target: December 2026 · Sponsored by Invata

▼ Expand

Milestones

Enrol with ACCA and register study materials

Complete Module 1: Financial Reporting

Complete Module 2: Performance Management

Sit and pass Module 2 exam (Oct 2026)

Complete final module and obtain certificate

60%

Microsoft Power Platform PL-200 Certification

Target: August 2026 · Self-development

▼ Expand

Milestones

Complete Microsoft Learn Power Platform fundamentals path

Complete Power Apps and Power Automate deep dives

Build a practice project using Dataverse and Canvas apps

Complete Power BI and Copilot Studio modules

Book and sit PL-200 exam

20%

Transition to Senior Operations Manager

Target: January 2027 · Career progression

▼ Expand

Milestones

Complete Q1 360-degree feedback process

Lead a cross-functional strategic project end-to-end

Achieve 95%+ SLA across service desk for 2 consecutive quarters

Complete leadership coaching programme (6 sessions)

Formal review and promotion discussion with Karl

Payslips

Generated by Payroll · Managed via Workforce

Period

Gross

Tax

Net

May 20261–31 May

€7,083

€2,321

€4,762

April 20261–30 Apr

€7,083

€2,321

€4,762

March 20261–31 Mar

€7,083

€2,321

€4,762

February 20261–28 Feb

€7,083

€2,321

€4,762

January 20261–31 Jan

€7,083

€2,321

€4,762

December 20251–31 Dec

€8,333

€2,820

€5,513

December includes annual bonus

1 REQUIRES SIGNATUREDocuments

PDF

Updated Employment Terms 2026 SIGNATURE REQUIRED

Issued by HR · 14 May 2026 · Signature deadline: 30 May 2026

PDF

Employment Contract

Signed · October 2023 · HR

PDF

Remote Work Policy Agreement

Signed · February 2024 · HR

PDF

Roles and Responsibilities

Signed · January 2024 · Operations

DOC

Curriculum Vitae

Uploaded · April 2026 · Personal

PDF

P60 — 2025 Tax Year

Issued · March 2026 · Payroll

Annual Leave Balance

days
remaining

Used

14 days

Planned

0 days

Available

11 days

Total annual entitlement: 25 days · Year ends 31 Dec 2026

Leave type

Total

Used

Remaining

Annual leave

Sick leave

Study leave

Compassionate leave

Leave History 2026

Period

Type

Days

Status

3–7 February 2026

Annual

Approved

14–18 April 2026

Annual

Approved

24–26 March 2026

Study

Approved

12 May 2026

Sick

Recorded

4 days taken in Jan 2026

Annual

Approved

Allocated Assets

5 items · Managed by IT

Dell XPS 15 Laptop

S/N: DELL-XPS-2024-4521 · Asset ID: AST-001

Since Jan 2024

Active

iPhone 15 Pro

S/N: APL-2024-7832 · Asset ID: AST-002

Since Jan 2024

Active

Microsoft Surface Pro 9

S/N: MSF-2025-1093 · Asset ID: AST-003

Since Mar 2025

Active

Security Access Badge

ID: BADGE-LK-001 · Dublin HQ

Since Jan 2024

Active

Car Parking Space

Space: B-14 · Dublin HQ Car Park, Level B

Since Jan 2024

Active

Enrolled Benefits

VHI Healthcare

Company Health Insurance · Family Plan (Platinum)

Company covers 80% · Employee 20%
Provider: VHI · Effective from Jan 2024

Enrolled

Irish Life Pension

Company Pension Scheme · Defined Contribution

Employer: 6% · Employee: 4% of gross salary
Fund: Balanced Growth · Effective from Mar 2024

Enrolled

Zurich Life Assurance

Group Life Cover · 3x Annual Salary

Fully company funded
Beneficiary on file · Effective from Jan 2024

Enrolled

Laya Dental

Dental and Optical Plan · Essential

Full company cover · Provider: Laya Healthcare
Includes 2 check-ups per year · From Jan 2024

Enrolled

Bike to Work Scheme

Revenue approved benefit · Up to €1,250 per year

Tax and PRSI savings on bike purchase
Enrolled May 2024 · No current cycle active

Enrolled

Add a benefit

Browse available schemes

Travel pass, gym subsidy, wellbeing fund and more

My Analytics

Personal productivity snapshot · This week