M365 Senior Advisor

Job Description

M365 Senior Advisor

Morson Edge is looking for a M365 Senior Advisor for our client. Below is the description of the services and qualifications needed to apply!

Job Description:

The successful candidate shall provide endtoend Microsoft 365 modernization services to support DICBM and DGICFD. This includes delivering expert advisory guidance conducting needs assessments and developing modernization roadmaps aligned with DND and Government of Canada IM/IT standards. The candidate shall design and implement an enterprise Information Management architecture and develop the SharePoint Online Hub including site structure navigation templates workflows permissions and reusable components.

The candidate shall plan and execute content migration from legacy SharePoint environments using approved tools perform remediation and complete postmigration validation. The candidate shall modernize business processes using Microsoft 365 toolsincluding Power Automate Power Apps Dataverse Planner Lists and Loopand shall design and deploy Copilot Studio solutions with appropriate governance and Responsible AI safeguards.

The candidate shall provide comprehensive change management documentation training materials demonstrations and knowledge transfer. Throughout the engagement the candidate shall manage schedules risks dependencies and deliverables participate in regular meetings with the Technical Authority and provide monthly progress reporting.

Primary Responsibilities:

Microsoft 365 Advisory & Strategy

• Provide expert guidance on Microsoft 365 capabilities governance and adoption.
• Conduct needs assessments and recommend modern collaboration solutions.
• Identify gaps inefficiencies and opportunities for modernization.
• Develop roadmaps and implementation strategies (DGICFD/DICBM-aligned).
• Ensure alignment with DND/GoC IM/IT standards and DGICFD digital roadmaps.

Information Management (IM) Architecture

• Develop IA/IM artifacts: taxonomies metadata models content types retention strategies and governance frameworks.
• Create IA documentation and Hub design blueprints (user flows content categories layout recommendations).
• Ensure solutions support traceability transparency version control and sustainability.

SharePoint Migration Modernization

• Use ShareGate for migration reporting remediation and restructuring.
• Remediate content (metadata content types permissions) and rationalize/declutter as needed.

SharePoint Online Hub: Planning Build & Configuration

• Design SharePoint Hub information architecture site hierarchy navigation and governance models.
• Build and configure the DICBM SharePoint Hub (pages libraries lists navigation digital workflows).
• Develop templates document type structures and reusable components to support DICBM processes.
• Implement permissions and access controls (least privilege operational needs).
• Test and validate functionality with representative endusers.

Process Modernization with M365

• Identify and recommend M365 apps (Power Automate Power Apps Planner Lists Loop) to streamline DICBM processes and offerings.
• Design and implement digital workflows forms and process improvements.
• Ensure role clarity versioning auditability and supportability.

Power Platform Development

• Design build and maintain Power Apps (canvas and modeldriven).
• Develop automated workflows using Power Automate.
• Identify and implement Dataverse solutions where appropriate.

Copilot & AIEnabled Solutions

• Design and build copilots using Copilot Studio.
• Integrate copilots with Microsoft 365 data sources (respecting governance and security).
• Provide recommendations for AI adoption and responsible use (guardrails data boundaries change impact)

Change Management Documentation & Knowledge Transfer

• Develop user guides quick refs onboarding configuration guides and training materials.
• Deliver demos and knowledge transfer sessions.
• Support adoption phases and feedback loops.
• Provide troubleshooting support during rollout waves.

Project Management & Reporting

• Develop and maintain a delivery plan (timelines milestones risks/dependencies action items deliverables tracking).
• Attend regular project meetings with the Technical Authority.
• Provide monthly status reports with accomplishments issues decisions and next steps.

Must Have:

• Must have Enhanced Reliability clearance
• Must clearly demonstrate a minimum of 5 years of experience within the last 10 years:
  • designing developing configuring and supporting solutions using Microsoft Power Platform (including Power Apps and Power Automate) AND
  • providing Information Management architecture and advisory services including metadata design taxonomy development and IM governance.
• Must clearly demonstrate that the proposed resource has:
  • a minimum of 3 years of experience within the last 5 years performing migrations from SharePoint 2019 to SharePoint Online using ShareGate AND
  • a minimum of 2 years of experience within the last 3 years designing and building generative and orchestrated copilots and agents using Microsoft Copilot Studio.

Duration:

230 days

Location:

onsite