About Aurelie
French
Native or bilingual
English
Conversational
Experience
- RZ ExpertiseDigitalization of the annual financial statement processCONSULTING AND AUDITSNovember 2024 - December 2025 (1 year and 1 month)Paris, FranceContext:RZ Expertise is an accounting firm. Among its services, the firm prepares an annual financial statement for its clients. This process was managed using a tracking sheet, making it unreliable and impossible to know at any given moment which employee was at which stage for a particular file.🎯My mission:Support the firm in digitizing this annual financial statement tracking process. I first analyzed the existing process, then helped the firm structure it in a digital format. Finally, once the solution was implemented, I trained all employees on how to use the tool.📒Deliverables:
- Workshop with a representative group of employees to understand the current process
- Analysis and proposal of a reliable and simple digital process
- Deployment of the tool with firm-specific customizations
- Employee training on the tool
📊Results:- Real-time alerts to employees when they need to act on a step
- Centralization of information for managers and easier tracking of annual statement progress
- No more missed files due to automated task creation linked to the firm's production software
🛠️Technologies:Power Apps | Power Automate | SharePoint | Teams - EXAS ConsultingDeployment of a new DMS and document migrationCONSULTING AND AUDITSJune 2023 - Today (3 years and 2 months)Billère, FranceContextThis accounting firm had multiple locations where documents were stored (Server, production tool, locally). When changing the accounting production tool, the firm's objective was to have a centralized Document Management System with all documents, benefit from the collaborative aspect of M365 tools, and be able to share securely with its clients.🎯My mission:Assist the firm in choosing the new DMS tool based on the advantages and constraints of the tools and the client's needs, and help define the new folder structure. My support continued after the new DMS went live. Three years later, uses and needs have evolved. I continue to support the firm in migrating their current DMS to a new Document Management System.📒Deliverables Phase 1:
- Workshop presenting Microsoft Teams and SharePoint tools for DMS selection
- Support in defining a folder structure that meets the firm's needs and the chosen technology
- Deployment of a DMS on Microsoft Teams and targeted automations
- Document migration of historical and ongoing documents into the production tool
- Training on the Microsoft Teams tool
📒Deliverables Phase 2 (in progress):- DMS usage monitoring workshop
- Analysis and feedback to the firm based on evolving needs and tools
- Migration of the DMS to SharePoint and targeted automations
- Simplification of the folder structure, client sharing can now be done through the production tool
📊Results:- Significant reduction in low-value-added tasks
- A uniform and centralized DMS
- Reliable external sharing
- Internal collaborative work
🛠️ Technologies: Teams | SharePoint | Power Automate | API - Bicome ConsultingGDPR ComplianceDIGITAL AND ITOctober 2022 - Today (3 years and 10 months)Tours, FranceContextIn the course of its activities, the company BICOME CONSULTING manages data considered "personal" under GDPR. Related processing activities were neither identified nor formalized in a register, and the DPO had not been appointed.🎯My mission:Take on the role of DPO, establish the specifications for developing a tool to aid in formalizing the processing register, identify data flows, establish and maintain the personal data processing register, and raise employee awareness about GDPR.📒Deliverables:
- Drafting of specifications for the internal development of a tool for entering processing activities related to GDPR regulations
- Formalization of the processing register
- Employee awareness training on GDPR regulations
📊Results:- Compliance with GDPR regulations
- Speed of updating the processing register using the developed tool
🛠️ Technologies: Microsoft 365 | Power Apps | Teams
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Education
- Bachelor's Degree in Health and Safety CoordinatorIUT La Ciotat2009Evaluation des. risques professionnels, de la santé- sécurité au travail et de la gestion de l'environnement Analyse des situations à risque, conception de moyens de prévention adapté, organisation et gestion de moyens techniques, organisationnels et humains pour mettre en œuvre le projet de prévention
- State Registered Nurse AssistantIFAS Esquirol2015Accompagnement et soins de la personne, évaluation de l'état clinique, information et accompagnement, entretien de l'environnement immédiat, travail en équipe pluri-professionnelle.