SharePoint Document Management System (DMS) Design & Implementation Expert

Company Description

About FRP

At FRP, we are a leading national business advisory firm based in the UK. With over 820 team members, including 109 partners, we specialise in Corporate Finance, Debt Advisory, Forensic Services, Financial Advisory and Restructuring Advisory. Operating from 33 offices across the UK, Isle of Man and Cyprus, we are dedicated to helping clients navigate complex and difficult situations to create, preserve, and recover value.

Our approach is known for being honest, clear, and considered. We provide strategic solutions that cater to a broad range of businesses, from multinational organisations to small enterprises. Our commitment is to deliver expert advice and support, ensuring our clients can make informed decisions and achieve their goals.

Job Description

We are seeking an experienced SharePoint DMS Specialist to lead the design, 
development, and implementation of a modern, scalable, and secure Document 
Management System within Microsoft 365. The ideal candidate will possess deep 
technical expertise in SharePoint Online architecture, information governance, 
metadata-driven design, automation, and user adoption strategies.

Key Responsibilities
1. DMS Architecture & Design
• Design a scalable, user-centric SharePoint Online DMS aligned with 
organisational structure and governance.
• Develop site architectures, hub structures, content types, taxonomies, and 
metadata models.
• Create logical and physical information architecture for document storage, 
retention, and lifecycle management.
• Define permissions models, security boundaries, sensitivity labels, and access 
controls.

2. Implementation & Configuration
• Build and configure SharePoint Online sites, libraries, lists, templates, content 
types, and views.
• Set up automated document workflows using Power Automate.
• Implement versioning, auditing, labelling, and records management features.
• Integrate SharePoint with Microsoft Teams, OneDrive, Purview, and other M365 
services.

3. Data Migration
• Assess and map existing document repositories (file shares, legacy systems, 
third-party tools).
• Lead migration planning, cleansing, mapping, and execution (using tools such as 
ShareGate, Mover, or native tools).
• Develop and deliver migration validation, testing, and sign-off processes.

4. Governance & Compliance
• Define and implement SharePoint governance frameworks, policies, and 
retention schedules.
• Collaborate with InfoSec and Compliance teams to meet regulatory 
requirements.
• Ensure alignment with organisational standards for data protection and lifecycle 
management.

5. User Adoption & Training
• Produce user-friendly documentation, training material, and guidance 
resources.
• Deliver workshops, training sessions, and support materials.
• Promote best practices for document control and collaboration using M365 
tools.

6. Continuous Improvement & Support
• Monitor system health, usage analytics, and user feedback to inform 
enhancements.
• Troubleshoot issues and provide 3rd-line SharePoint/M365 support as required.
• Evaluate and recommend new features, technologies, or enhancements within 
M365.

Required Skills & Experience
Technical Skills
• Expert knowledge of SharePoint Online architecture, configuration, and 
administration.
• Strong understanding of information architecture, including: 
o metadata and taxonomy
o content types
o hub/site structures
• Proficiency with Microsoft 365 ecosystem (Teams, OneDrive, Exchange, 
Purview).
• Hands-on experience with Power Automate workflows.
• Expertise in DMS design principles, governance, lifecycle management, and 
retention.
• Experience with migration tools (ShareGate, Mover, Quest, or similar).
• Understanding of security and compliance features in M365.

Professional Skills
• Exceptional documentation and communication capabilities.
• Ability to translate business requirements into technical design.
• Strong stakeholder engagement and workshop facilitation.
• Experience working in complex or regulated environments.
 

Qualifications

• Microsoft Certifications (e.g., MS-700, MS-740, SC-400, or SharePoint 
Specialist).
• Experience implementing DMS solutions in mid-to-large enterprises.
• Background in regulated industries (finance, legal, healthcare, public sector).

Personal Attributes
• Analytical and detail-oriented.
• Proactive, collaborative, and user-centric approa