Type:
Document Classification
Primary Industry:
Financial Services
Secondary Industry:
None
Description:
Maintained document and records management file plans for various regions and departments. Developed requirements for a file plan management tool and acquired Easy Taxonomy SharePoint plug in. Worked with technical team to integrate file management tools. Provided business metadata requirements for implementing a new version of the document and records management application including a proposed generic file plan, document type simplification scheme, and controlled vocabularies. Developed SharePoint prototype libraries in a Sandbox site.
Start Date:
06/01/2023
End Date:
09/30/2025