SharePoint Consultant — Compliance Document Library & Records Management Setup

Description: We're a clean energy company looking for an experienced SharePoint Online consultant to help us design and build a compliance document management system. This is a hands-on configuration project with a clear scope. What we need: - Set up a dedicated compliance document library to store finance compliance materials (debt, tax equity, and related records) - Configure document sets / binder-style groupings to organize related documents together - Build a workflow that locks documents once finalized — files must become immutable (no alterations) and be automatically archived as records - Define metadata fields to describe each document: document type, purpose, relevant dates, and other classification attributes - Apply retention and records-management policies appropriate to a compliance use case Licensing advisory: We'd like your input on Microsoft 365 / Purview licensing as part of this engagement. We want a solution that fits the licensing we have or are willing to acquire — please be prepared to assess our current Microsoft 365 SKUs and recommend the most cost-effective path to meet the requirements above. Note: we may not have (or move to) the highest licensing tier, so we're especially interested in approaches that achieve immutability and retention with the licensing we realistically have available. Flag clearly where a requirement genuinely depends on a higher tier versus where a workaround exists. Ideal candidate has: - Deep experience with SharePoint Online document libraries and records management / compliance features (retention labels, in-place records, immutability/hold policies via Microsoft Purview) - Working knowledge of Microsoft 365 / Purview licensing tiers and which features each unlocks (E3, E5, E5 Compliance add-on, etc.) - Demonstrated work building compliance or finance document repositories - Ability to configure metadata schemas, content types, and document sets - Experience designing approval and locking workflows (Power Automate or native) Clear communicator who can document the configuration for our internal team Engagement details: - Remote; offshore candidates welcome - We'll provide access to a configured SharePoint environment - Looking to start within the next couple of weeks To apply: Briefly describe a compliance or records-management library you've built in SharePoint, the immutability/archival approach you used, and how you handled licensing constraints. Please also note your availability.