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Document management consultant skills for your resume and career

Updated January 8, 2025

4 min read

Quoted experts

Marta Diaz,

Ron Aubé Ph.D.

Below we've compiled a list of the most critical document management consultant skills. We ranked the top skills for document management consultants based on the percentage of resumes they appeared on. For example, 22.8% of document management consultant resumes contained sharepoint as a skill. Continue reading to find out what skills a document management consultant needs to be successful in the workplace.

15 document management consultant skills for your resume and career

1. SharePoint

Here's how document management consultants use sharepoint:

Assist in the migration of eDoc Hummingbird DM/RM and SharePoint allowing cross platform index and cataloging of documents and records.
Provided SharePoint development and administration, budget and financial reporting; managed invoicing; and developed training manuals and user guides.

2. Sops

A standard operating procedure or simply SOP is a particular operation that needs to be done in accordance with the rules and guidelines of a company or an industry. It is an important way for a company to run smoothly, especially in small businesses. It is like a practice wherein everything an individual or an employee is under a particular standard that is implemented.

Here's how document management consultants use sops:

Coordinated and facilitated quarterly meeting to review Standard Operating Procedures (SOPs).
Write SOPS, develop new procedures for document control position.

3. Configuration Management

Configuration management is a technical system of management controls that includes decisions, actions, and approvals that are applied throughout the life cycle of a program or system and that maintain the consistency of its performance, functional and physical attributes from the conceptual phase to production and finally to post-production support.

Here's how document management consultants use configuration management:

Involved in the preparation of Method of Planning (MOP) documents for AIA application and configuration management.

4. Product Solutions

Here's how document management consultants use product solutions:

Provided product solutions and customer service.

5. ECM

Here's how document management consultants use ecm:

Specialized in OnBase (ECM), scanning solutions and application integration.

6. CDI

Here's how document management consultants use cdi:

Project lead and Subject Matter Expert for CDI functions incorporated with complete EMR migration.
Trained on VA Chart Complete (CDI) for the VA Medical system.

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7. Training Materials

Here's how document management consultants use training materials:

Created written processes and training materials for derivative documentation management.
Design and write training materials to assist with compliance process enhancement.

8. Xerox

Here's how document management consultants use xerox:

Co-directed pilot business for a new multilingual documentation and localization services business venture at Xerox Business Services.
Served as sales representative responsible for selling all Xerox copiers and document management solutions in a Queens, NY territory.

9. Isda

Here's how document management consultants use isda:

Prepared ISDA Credit Derivative Confirmations, Follow-up on counter party confirmations, discrepancies, and queries.
Analyzed and drafted International Swaps and Derivatives Association (ISDA) agreements.

10. User Interface

The user interface (UI) is the area or point where a person communicates with or transfers information to an electric computer or application. The user interface enables applications to offer precise product details to their intended customer without causing any misunderstanding. Customers want modern technology to behave in a certain manner for their convenience, so it is advised to create a user interface that is simple to use, precise, and predictable so that customers are fully pleased with its services. It can make a significant difference in converting visitors into customers.

Here's how document management consultants use user interface:

Participated in user interface design and testing.
Recommended a number of changes to improve the usability of the user interface.

11. CAD

Here's how document management consultants use cad:

Completed 254 Cad documents using SolidWorks and AutoCAD software.
Developed strategy to migrate from 2D CAD (AutoCAD) to 3D solid modeling system (Solidworks).

12. Business Process

A business process is a group of tasks that are performed by people working in a business to attain a worthy product and to present it to their customers. A business process can also be defined as performing several steps to achieve a certain goal set by a company. Business processes need to set purposeful goals and the outcome of that goal should be clear.

Here's how document management consultants use business process:

Perform Business Process and Document Management development and maintenance consulting for Home Building industry using OnBase document management software.
Analyzed and interpreted customer data to provide detailed proposals on how to reduce costs and streamline customer's business processes.

13. IRS

IRS stands for internal revenue services. It helps many compliant taxpayers become conversant with the law regarding taxes; it ensures the minority who refuse to comply with paying taxes pay the required amount.

Here's how document management consultants use irs:

Ensured Interest Rate Swap (IRS) documentation matched the counterparty.

14. PowerPoint

Here's how document management consultants use powerpoint:

Designed PowerPoint presentations, overall solution concept and performed software demonstrations via PowerPoint to C level clients and in seminars.
Developed cost analysis and business proposals for clients using Microsoft Word, MicrosoftExcel, and Microsoft PowerPoint.

15. QC

Quality control is a set of instructions or procedures to ensure a manufactured product or a service is up to the highest quality standards. This set of quality control criteria are either defined by the clients or the company itself.

Here's how document management consultants use qc:

Participated in responsiveness, privilege, and QC reviews on all assignments.

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What skills help Document Management Consultants find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What skills stand out on document management consultant resumes?

Marta Diaz

Assistant Professor, Lake Superior State University

-The skills that will stand out on a resume are the ones that meet the needs of the employer as described in the position description. Adaptability/flexibility are valuable during this time of uncertainty created by the pandemic.
-Digital literacy skills in remote work and learning and business software application skills are essential for business students. Graduates are learning these skills in college, bringing these skills to the employer rather than developing these skills on the job.
-Many businesses are also training online, so students can have an advantage because they have learned how to learn online.

What document management consultant skills would you recommend for someone trying to advance their career?

Ron Aubé Ph.D.

Adjunct Professor of Management, University of Georgia, Terry College of Business

Across all spheres of the working population, people have been forced to undertake a crash course in technology, from audio-visual meetings to other online collaborative media. These skills are crucial and the engine of change in our "new normal" world. Among the companies being forced to try telecommuting, it is a safe bet that many will decide to adopt this more economical and efficient work arrangement and allow people to work from home.

Connecting with people remotely and bringing energy to communications requires excellent written communication and creativity in interacting via modern technology. A recent Gartner poll showed that 48 percent of employees will likely work remotely at least part of the time after COVID-19 versus 30 percent before the pandemic. Collaborating digitally in a remote and distributed context will require adjusting the employee experience with new strategies, goal-setting and employee evaluations. Developing excellent communication skills is crucial. Learn how to write clearly, concisely, and quickly. Avoid long sentences, get to the point. People have a short span of attention. Captivate your audience in the beginning of your communication.

Model after other successful writers and practice, practice, practice! The only way to get better at writing is to write. The "new normal" will be kind to those who can communicate effectively and persuasively. The workforce is composed of five different generations and it's crucial for the new generation to learn how to collaboration with older cohorts. As such, without the need to show reverence for older workers, show respect and willingness to learn. Conversely offer help. Reverse mentoring is very popular in many organizations. Knowledge transfer is beneficial for all.

What type of skills will young document management consultants need?

Jill Robinson Ph.D.

Professor, University of Redlands

The entertainment industry employs graduates from various disciplines, such as theatre, music, law, art, and business. The rapidly changing, consumer-driven demand reinforces the idea that students may well hold jobs not even invented yet. Those wishing to pursue more performance-based careers must bring more than talent and big dreams. They need patience and perseverance, as it can take years to make enough money to survive in this field, leaving many to work elsewhere while trying to get their foot in the door. They must have a flexible mindset to deal with inconsistent income and schedules that can change at a moment's notice. That flexibility also extends to openness for continuous learning beyond college and throughout their careers. The ability to network is critical, so current students should look for internships and volunteer activities to access those in the industry. Joining professional associations and working in event planning are other routes to expand networking opportunities.

What technical skills for a document management consultant stand out to employers?

Dr. Miguel Olivas-Luján Ph.D.

Professor, Clarion University of Pennsylvania

Of course, there is variation across industries, but the long lockdown months have highlighted the need for skills that make telecommuting and work from home more efficient and effective. The ability to use not just technologies but also work habits that allow collaboration mediated by information and communication tools has only become more valuable. With this, I mean that it is important to use Zoom, Teams, Skype, and similar technologies, but even more than that, scheduling, collaboration, creative, professional-grade, and timely delivery (in the absence of face-to-face interaction) is vital. If a higher proportion of work-from-home becomes predominant (as many commentators expect), these skills are likely to differentiate high-performers from their counterparts.

What soft skills should all document management consultants possess?

C. Darren Brooks Ph.D.

Assistant Department Chair and Executive Director, Center for Human Resource Management, Florida State University

While advancements in technology, artificial intelligence (AI), and data analytics occupy center stage in many areas of management practice, soft skills continue to be seen as equally or even more important skills for success in the field of management. Soft skills are typically described as personal attributes, qualities, and characteristics that enable us to interact more effectively with others. In most fields of management, our ability to communicate, work with, and interact with other people constitutes a significant portion of the work we do. Consequently, employers are focused on identifying candidates who possess strong skills are areas of communication (verbal, written, and non-verbal), leadership and followership, collaboration, an ability to work in teams, intellectual curiosity, adaptability, conflict management, problem-solving, creativity.

What hard/technical skills are most important for document management consultants?

C. Darren Brooks Ph.D.

Assistant Department Chair and Executive Director, Center for Human Resource Management, Florida State University

As stated earlier, the field of management is broad and encompasses all industries and sectors. Consequently, the technical skills necessary to succeed will vary according to the specific knowledge and experiences required to understand the nuances of an organization. Accordingly, graduates who have business acumen and technical competency in a particular discipline or industry would be better positioned for employment opportunities. As a result, I always place emphasis on gaining internships and work experience concurrently with academic study. These experiences will provide a real-world understanding of the type of skills necessary to succeed in organizations as well as offer industry-specific knowledge. However, for many graduates, their practical skills are limited. In this case, it is important to ensure you have more generalizable skills that are applicable across industries, such as building digital fluency, analytical fluency, writing skills, and strong Excel skills. When speaking with consulting firms and industry employers, they repeatedly reference the need for graduates to demonstrate more advanced Excel skills.

Do you want to know more?

List of document management consultant skills to add to your resume

The most important skills for a document management consultant resume and required skills for a document management consultant to have include:

SharePoint
Sops
Configuration Management
Product Solutions
ECM
CDI
Training Materials
Xerox

Isda
User Interface
CAD
Business Process
IRS
PowerPoint
QC
User Guides

Derivative
Cold Calls
Development Life
NDA
Documentation Process
Business Development

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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