Project Overview
Large‑scale SharePoint retention and migration initiative driven by OSFI findings related to improper retention practices. Globally, thousands of SharePoint sites require remediation; the U.S. alone has ~1,200 sites.
All U.S. sites are being migrated to AvePoint, a SharePoint-based platform.
Role Purpose
The Business Analyst IT / Coordination & Reporting supports the SharePoint Migration Program by coordinating deliverables, running reports, validating retention requirements, and ensuring Information Stewards complete required actions. The role is heavily focused on reporting, tracking, follow‑ups, issue triage, and SharePoint support.
Key Responsibilities of Team Resource (Coordination and Execution)
- Manage and coordinate BG SharePoint project activities in line with the approved schedule (to be provided)
- Investigate and triage issues impacting deliverables (e.g., site access problems, orphan site ownership assessment)
- Track BG deliverables, execute SharePoint migration tasks, and report status and escalations
- Prepare and submit SP Migration project KRIs on a scheduled basis
- Monitor and report progress weekly to the Record Steward and Tiger Team Project Coordinator
Critical Skills / Must-Haves:
1. Minimum 1 year of relevant experience
2. Advanced Excel skills —pivot tables, automated reporting, workbook validation
3. SharePoint knowledge — basic administration, user management, understanding of parent/child site structures
4. Strong communication skills — high volume of follow‑ups and stakeholder coordination
5. Attention to detail — accuracy in reporting, tracking, and documentation
6. Ability to self‑manage — work independently within a fast‑moving project
7. Ability to take direction — follow guidance from Record Steward and Tiger Team leadership
Role Complexity & Volume
- Approximately 600 Information Stewards globally (56 active for September)
- High volume of follow‑ups due to sabbaticals, departures, and bounce‑backs
- Competing Outlook retention project launching September 14 (global 7‑year deletion policy), increasing urgency for SharePoint remediation
- Significant reporting workload across migration schedules, KRIs, and compliance tracking
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