SharePoint Document Management System (DMS) Design & Implementation Expert

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.

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 taxonomyo content typeso 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. 

• 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 approach.• Ability to manage multiple workstreams and deadlines.• Passion for modern workplace technologies and continuous learning

Our Values

• Straightforward: We provide clear, no-nonsense advice.
• Confident: Our guidance is backed by expertise and evidence.
• Pragmatic: We focus on practical solutions and tangible outcomes.
• Real: We are professional yet approachable, understanding the challenges our clients face.

Our Commitment to You and the Environment

At FRP, sustainability is integral to our strategy and operations. Our sustainability depends on building and maintaining meaningful, long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on the natural environment.

We are always striving to improve in all areas – whether it’s our people, our clients, our planet or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We are committed to fostering an inclusive, equitable, and diverse culture for our people.

Our learning and development programmes enable us to invest in growing our employees’ careers. We aim to empower our team members to each achieve their potential.

We are committed to growing long-term relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success lead to our sustainability and success. We are emotionally invested in our clients right from the beginning.