Reports to: Business Solutions Manager Date: November 2011

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1 Position Description Job Title: Solutions Consultant EDRMS, ECM and Change Management Category: Process Reports to: Business Solutions Manager Date: November Purpose of Position The purpose of this position is to ensure CRT provides to internal and external stakeholders a document and content management solution that supports all divisions in the business with their varied needs and dependencies on such as platform. The delivery of the solution will encompass significant change on the business and as such, requires effective change management principals and delivery including training, documentation and analysis. The role will own the delivery of the Microsoft SharePoint platform to all areas of the business. This ownership will be in terms of establishing and maintaining CRT s classification and taxonomy, information architecture and overseeing the technical delivery of business requirements into end-user solutions. The capability to consult across all areas of the business, guiding them from Business Process Mapping through to delivery across the full SDLC is core to this role. Supporting and extending the EDRMS and ECM to include all CRT s divisions is a necessary requirement of the role. Additionally, exposure and engagement in industry standard EDRMS and ECM implementation guidelines is highly valuable in ensuring that CRT follows industry best practice guidelines. This leads directly into safeguarding CRT s partner relationship with effective management and enabling CRT to derive maximum value from any externally derived project delivery. 2. Key Accountabilities / Responsibilities EDRMS Programme Advisory Understanding the direction of the business through all levels with respect to their reporting requirements and be able to advise those respective business units on the most appropriate delivery strategy for the EDRMS requirements Education of the wider business in the capabilities of the EDRMS platform Support the determined platform for delivery of the EDRMS solutions including advisory and implementation of EDRMS solutions within the context of the overall CRT solutions architecture Provide governance and change management best practice to all CRT divisions and ensuring that the investment that CRT is making is maximised by ensuring end user engagement is achieved to a high-level Position Description: Solutions Consultant EDRMS, WCM and Change Management Page 1

2 Provide governance and direction to any 3 rd party service providers to ensure that the best service, result and value is delivered for CRT with respect to EDRMS solutions Assist with guiding the Project Delivery and Business Analysts team with respect to industry guidelines and best practice implementation of deliverables on the SharePoint platform Consult and present to the wider CRT business on the capabilities SharePoint and the business benefits of maximising the investment in an EDRMS solution Communicate with vendors for technical development support, scheduling their work and tasks within the context of a wider programme of EDRMS solutions delivery. Challenge vendors on advised implementation strategy ECM Programme Advisory Understanding the direction of the business through all levels with respect to their reporting requirements and be able to advise those respective business units on the most appropriate delivery strategy for the ECM requirements Education of the wider business in the capabilities of the ECM platform Support the determined platform for delivery of the ECM solutions including advisory and implementation of ECM solutions within the context of the overall CRT solutions architecture Provide governance and change management best practice to all CRT divisions and ensuring that the investment that CRT is making is maximised by ensuring end user engagement is achieved to a high-level Provide governance and direction to any 3 rd party service providers to ensure that the best service, result and value is delivered for CRT with respect to ECM solutions Assist with guiding the Project Delivery and Business Analysts team with respect to industry guidelines and best practice implementation of deliverables on the SharePoint platform Consult and present to the wider CRT business on the capabilities SharePoint and the business benefits of maximising the investment in an ECM solution Communicate with vendors for technical development support, scheduling their work and tasks within the context of a wider programme of ECM solutions delivery. Challenge vendors on advised implementation strategy EDRMS Solutions Delivery Capture and detail the business solution requirements in the context of EDRMS in terms of delivery using the configuration tools such as SharePoint Designer or 3 rd Party components such as Nintex. Implement the configuration lead delivery for the business owners Page 2

3 Where specific components or development is required, capture and detail the business solution requirements in terms of a requirements design document and related test cases and test plan Provide guidance and training capabilities across the business to ensure endusers are engaged with deployed solutions. This includes creation and maintenance of appropriate end-user training collateral. Support and maintenance of the business classification and taxonomy Chairing the EDRMS governance group including information architecture, usage guidelines, content expiry, legislative requirements and find-ability Provide sufficient competency in SharePoint to be able to challenge vendors and existing deployed solutions for their viability, appropriateness and efficacy ECM Solutions Delivery Capture and detail the business solution requirements in the context of EDRMS in terms of delivery using the configuration tools such as SharePoint Designer or 3 rd Party components such as Nintex. Implement the configuration lead delivery for the business owners Where specific components or development is required, capture and detail the business solution requirements in terms of a requirements design document and related test cases and test plan Provide guidance and training capabilities across the business to ensure endusers are engaged with deployed solutions. This includes creation and maintenance of appropriate end-user training collateral. Provide capability in the creation of ECM content including, but not limited to, blogs, knowledge bases, search interfaces, dashboards, team and divisional portals Support and maintenance of the business classification and taxonomy Chairing the EDRMS governance group including information architecture, usage guidelines, content expiry, legislative requirements and find-ability Provide sufficient competency in SharePoint to be able to challenge vendors and existing deployed solutions for their viability, appropriateness and efficacy Business Solutions Team Responsibilities As a member of the Business Solutions Team contribute to the ongoing continuous improvement of the teams processes and procedures Mentor and educate other members of staff about the capability of the Business Solutions team and what we can offer with respect to providing more efficient systems and business practices 3. Authorities Levels N/A Page 3

4 4. Relationships The Solutions Consultant EDRMS, ECM and Change Management must establish and maintain strong relationships with: External Professional consultancies CRT Business Partners Microsoft Office Worker Applications Technical Lead Internal Executive and Senior Management Team as business owners of unstructured CRT content Working with the BI governance team in terms of management of both structured and unstructured data CRT staff 5. Staff Management Responsibilities N/A 6. Personal Qualities, Qualifications and Experience Qualifications / Training Experience / Knowledge Personal Skills Essential Tertiary qualification in business and/or relevant on job experience Keep up to date with modern software delivery methodologies Qualified in appropriate change management and end-user adoption strategies Qualified in the appropriate Microsoft data toolsets e.g. SharePoint 2010 Self-development and motivation to increase capability 7+ years SharePoint 2010 delivery experience 7+ years End User Adoption Programmes experience 7+ years Training and Training Collateral Creation experience Strong negotiation skills Change management Excellent communication with the Senior Management, Suppliers, Shareholders and CRT staff Strategic thinking rather than looking at today only Strong leadership skills Desirable Excellent computer skills 5+ years Taxonomy and Classification experience 10+ years Business Analysis experience Enthusiasm for co-operative structure Knowledge of other industry Dynamics ERP implementations Page 4

5 Essential Strong customer service focus Excellent team member Excellent communication skills Able to work independently and deliver to a high standard Desirable 7. Competencies Prerequisite Competencies CRT Core Competencies Analysis / Problem Assessment Quality / Continuous Improvement Operational Decision Making Customer Service Orientation Judgement / Problem Solving Teamwork / Cooperation Communication Oral and Written Championing Empowerment Health and Safety Awareness Initiative Technical Knowledge Integrity, Trust and Respect Innovation Role Specific Competencies Lead through Vision, Critical Success Factors and Values Relationship Building Business Acumen - Project Management Negotiation Planning and Organising / Work Management Coaching / Team Leadership Page 5