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Richmond, VA, USA
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• Partner with Investment stakeholders to evaluate current enterprise content management (“ECM”) practices; conduct interviews and analyze workflows to identify best practices, gaps, inefficiencies, legal and policy requirements, scope recommendations, improvement opportunities and risks.
• Elicit, analyze and document future state business and technical requirements related to ECM, data handling, and system enhancements.
• Recommend standardized approaches for document intake, storage, retrieval, approval, versioning, classification and retention.
• Design and implement standardized workflows and governance frameworks for content organization, classification, retention, and accessibility, including document libraries, metadata structures, taxonomy, content types, workflows, templates, and security frameworks.
• Develop a comprehensive understanding of investment systems, document repositories, and data architecture, including data flows and system integrations.
• Create and maintain detailed documentation supporting file strategies, data flows, system processes, and operational procedures.
• Develop and execute testing strategies to validate system changes, document workflows, and process improvements.
• Support internal teams by developing job aids and conducting training on new technology and processes.
• Contribute to data analysis, reporting, and document-driven insights to inform decision-making.
• Proactively identify process improvement opportunities and drive solutions.
• Contribute to strategic initiatives and special projects as directed by the IDS Research Director.
Required Skills
Bachelor's degree
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