BSA Document Managemnet Specialist

• Conduct current state analysis of document management practices across Legal, Tax, AML/KYC, and other divisions.
• Collaborate with Architecture SMEs to evaluate centralized document management solutions.
• Assess risks, gaps, and inefficiencies in the existing document management environment.
• Define and design the replacement and centralization strategy for document management across divisions.
• Facilitate workshops, interviews, and working sessions with business and technical stakeholders.
• Ensure recommendations consider compliance, security, scalability, and integration with enterprise systems.
• Document findings, strategies, and recommendations in clear, structured deliverables.

• Current State Assessment Report – capturing division-specific document management processes, pain points, and gaps.
• Document Management Platform Recommendation – including evaluation criteria, vendor/product analysis, and alignment with enterprise architecture standards.
• Plan for Document Management Centralization – roadmap outlining implementation approach, migration considerations, and change management strategy.

• 5+ years of experience as a Business Systems Analyst or Document Management Specialist.
• Proven experience leading document/content management assessments and implementations.
• Strong understanding of regulatory and compliance requirements (Legal, Tax, AML/KYC).
• Knowledge of enterprise document management solutions (e.g., SharePoint, OpenText, Documentum, Box, etc.).
• Experience working with enterprise architecture teams and IT stakeholders.
• Excellent communication, facilitation, and documentation skills.
• Ability to analyze complex business processes and recommend practical, scalable solutions.

Artech Information Systems