Lead II - iManage Document Management System (DMS) Subject Matter Expert

iManage Migration & Technical Ownership

• Act as the primary DMS SME, providing deep technical expertise across the iManage platform.
• Own the full document migration lifecycle, covering discovery, source analysis, planning, execution, validation, reconciliation, business sign-off, and transition into BAU support.
• Assess existing iManage environments including libraries, workspaces, folder structures, configurations, taxonomy, metadata, permissions, and migration readiness.
• Identify migration risks, dependencies, technical constraints, sequencing requirements, and improvement opportunities.
• Define and execute migration strategies across source and target repositories, including:
  • Workspace and document mapping
  • Metadata mapping and validation
  • Permission validation
  • Reconciliation
  • Exception handling
  • Migration quality controls
• Ensure migration activities are delivered within agreed business windows, SLAs, and quality expectations.
• Validate migrated documents, permissions, metadata, workspace structures, accessibility, completeness, and applicable audit requirements.

iManage Administration & Support

• Perform and oversee iManage platform administration and configuration activities including:
  • Workspace creation and management
  • Library and folder structures
  • Taxonomy management
  • Document classes
  • Metadata attributes
  • User access and permissions
• Troubleshoot complex issues involving document movement, permissions, integrations, taxonomy, metadata, workspace management, and platform performance.
• Support root cause analysis, technical escalation, and resolution of complex DMS incidents.
• Improve troubleshooting practices, SLA performance, incident resolution, support procedures, and operational playbooks.

Technical Governance & Stakeholder Management

• Identify and proactively escalate technical dependencies, blockers, migration risks, and sequencing constraints.
• Provide migration status, progress, risks, issues, and delivery updates to the DMS Lead and relevant stakeholders.
• Work closely with Business Analysts, application support, infrastructure, security, business teams, vendors, and delivery partners.
• Lead technical discussions with vendors and delivery partners, challenging and reviewing technical designs, migration approaches, implementation plans, and solution options from an iManage/DMS perspective.
• Support integration, testing, validation, change management, production readiness, and transition activities.

Documentation & Capability Building

• Develop and maintain migration templates, technical playbooks, runbooks, support procedures, and repeatable migration frameworks.
• Produce high-quality technical and operational documentation.
• Conduct knowledge-transfer and training sessions for application support teams and relevant business users.
• Build internal iManage competency and reduce reliance on external vendor support.
• Capture lessons learned, best practices, and improvement opportunities and incorporate them into subsequent migration and support activities.

• Personally led or played a major technical role in iManage/DMS migrations
• Strong hands-on understanding of iManage configuration and administration
• Worked extensively with workspaces, metadata, taxonomy, permissions and document structures
• Experience in migration reconciliation, validation and exception handling
• Ability to independently troubleshoot complex iManage issues
• Confidence to lead technical discussions and challenge vendor-proposed solutions
• Experience taking technical changes through testing and into production/BAU
• Ability to create repeatable migration processes, runbooks and technical documentation
• Capability to upskill internal support teams rather than remaining the single point of dependency

Skills

• Access Control, Change Management, Compliance Management, Data Validation, Process Documentation, Production Support, Service Level Management, ServiceNow, System Configuration, System Integration, Information Architecture