Freelancer profile translated to English.

Description

10 years of experience in project management for data governance, digital transformation, ECM implementation or development, migration (documentary or IT system), and functional/technical analysis, acquired in projects with Groupama, Loxam, Malakoff Humanis, Groupe Vilavi, Société Générale...

I have in-depth expertise in ECM systems, OCR/ICR, document production, task automation, rights and access rules, authentication, provisioning, architecture and workflows, as well as in the application of GDPR and data sharing.

I work with business and technical departments on Data Governance and Data Sharing projects in complex international environments using agile or V-cycle methodologies. During these projects, I establish specifications with the business teams, or I identify, prioritize, and qualify data, enter data retention periods and exception rules, and integrate purging strategies, all in accordance with GDPR regulations. Then, I organize and develop Data Sharing with the business teams. I also deliver a nomenclature that allows for better steering and ensures consistency in the methodologies used for data exploitation.

I have implemented or developed existing ECM systems to simplify internal and external document exchange, automate a large number of tasks during subscription, billing, or task tracking processes, while synchronizing them with CRMs and ERPs.

I develop the technical-functional matrices for solutions (ECM, CRM) as well as cost-benefit matrices for business and IT departments.

During the scoping phase, I produce all deliverables and manage and organize the committee structure around the project with all stakeholders.

I have led several POCs for ECM and document ingestors.

Industry field of expertise

Languages

French
Native or bilingual
English
Fluent

Workplace preferences

Can work on-site

Paris (up to 50km)

Malakoff Humanis
PROJECT DIRECTOR
BANKING AND INSURANCE
January 2025 - February 2026 (1 year and 1 month)
Paris, France
I supported MH Tech in implementing the expected evolutions on customer relationship management systems, document production, ECM, OCR/ICR, by acting as a project director within a large program with numerous IT and business streams. Intensive use of POWER BI for enriching and automating dashboards.

oManaged the work of IT and business teams using the MH project methodology
oAnalyzed, understood, and challenged functional and technical requirements expressed by business units, Business Analysts, and developers
oEnsured close collaboration with workstream managers, business units, BAs, and development managers
oCoordinated cross-product actions, particularly interdependencies with various customer relationship channels for savings and employee share plans processed through OCR/ICR acquisition chains, the multi-channel brick workflow, the customer relationship tool, ECMs, etc. This project has a very strong integration component and multiple interdependencies with the group's IT ecosystem.
oImplemented a monitoring process that synthesizes a vision, a roadmap, and a backlog
oPrepared and led monitoring and decision-making meetings to ensure the progress of work by various departments and adherence to schedule and budget
oManaged risks, remediation plans, and dependencies
oWorked in close collaboration with the Ambition Epargne program management on project execution and operational excellence

Deliverables:
oWeekly work reporting.
oBackward planning & consumed resources.
oRisk mapping and monthly action review
oMeeting materials (Project Committee, Steering Committee, Decision Files)
oParticipation in the validation of deliverables for the Customer Relationship, ECM, and Document Production workstreams of the Ambition Epargne program

oV-cycle, Agile, POWER BI, IBM FILENET, ORCHESTRA, JIRA, SERVICENOW, OFFICE SUITE
Microsoft Power BI
GROUPAMA
ECM PROJECT MANAGER MOA DATA GED
BANKING AND INSURANCE
January 2024 - August 2024 (7 months)
Nanterre, France
LIFE Insurance MOA (health, retirement savings, provident). I managed the "Operational Steering of DATA ECM" project, which aims to feed a data pool and organize the work for dashboards to be produced by leveraging this data. I also performed run and project monitoring tasks.
• ECM Operational Steering Project
• Preparation and leading of the monthly steering committee with all stakeholders
• Communication of necessary information to third-party bodies (Management Committee RS, Version Presentation Workshops (APV), Acceptance Testing Committee (CSR), etc.)
• Synthesis and communication of key points to the Pole Manager (alerts, points to validate, etc.)
• Leading workshops for gathering dashboard requirements
• Monitoring of various design, development, and testing tasks
• Management of methodological support
• Identification of encountered difficulties and assistance in establishing remediation plans
• Execution of acceptance tests
• On ECM batch maintenance
• Preparation and leading of the monthly steering committee
• Preparation and leading of the monthly community arbitration committee
• Contribution to the monthly operational monitoring committee
• Communication of necessary information to third-party bodies (Management Committee RS),
• Preparation and leading of Version Presentation Workshops (APV), etc.)
• Handling of evolution requests (MOA)
• Validation of specifications
• Validation of acceptance test plans for Third-Party Application Acceptance (TRA) and progress monitoring
• Monitoring of various design, development, and testing tasks
• Response to incidents (MOA), questions from various stakeholders, and requests for contributions on ECM
• Handling of requests and monitoring
• Support for requesters in implementation and acceptance methodology
• V-cycle, Agile, IBM FILENET; SERVICENOW, PAGE; OFFICE SUITE
GROUPE VILAVI
ECM PROJECT MANAGER + OCR/ICR / SALESFORCE
BANKING AND INSURANCE
June 2023 - December 2023 (7 months)
Noisy-le-Sec, France
Data qualification and Data Sharing population. Steering and integration of the M’File ECM and LAD/RAD. Definition of use cases related to sales processes and management of contractual documents. Integration of electronic signature (Docusign). Coordination between internal teams and service providers to accelerate digital transformation. Steering of SharePoint database migrations to M'Files. GDPR implementation. Proximeo CRM connection. Preparation of the program/project management phase plan
• Macro-planning Risk identification and WBS creation
• Planning and preparation of Daily (committee team), Weekly (project team committee), Monthly (steering committee) Steering of Project Implementation Functional Phase
• Functional Design
• Metadata and Content structure, Roles and permissions
• Data analysis and reporting, Workflow and automation
• Provisioning / SSO, Infrastructure sizing
• KPI Change management steering
• Change management preparation, Training material preparation
• Training Cycle, KPI UAT phase steering
• Prepare UAT test document, Review UAT test document
• Validation UAT test document Production deployment steering
• Deploy config to prod
• UAT GO/NO GO, Go live validation Closure phase
• Post production, Sign off V-cycle, Agile, M'FILE, MuleSoft, Office Suite, Teams, Asana, Salesfores, Docusign