Adoption and Change Management Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Facilitate discovery and leadership workshops to identify business priorities, evaluate readiness, map stakeholders and change impacts, and recognize adoption obstacles.

• Analyze real tasks and existing workflows, including hand-offs, information sources, duplication, and rework to establish appropriate baselines.

• Create customized adoption strategies and actionable transformation roadmaps that encompass sponsorship, communications, capability building, responsibilities, milestones, dependencies, and outcome measures.

• Assess use cases based on business value, readiness, risk, and effort, refining plans through practical insights and feedback.

• Coordinate adoption readiness alongside license deployment and technical rollout.

• Mentor leaders and managers, provide audience-specific communications and onboarding guidance, establish Champion communities, and maintain SharePoint adoption pages and learning resources.

• Agree upon adoption and business outcome metrics, baselines, and evidence sources.

• Monitor usage, user feedback, and practical application of learning, distinguishing between participation and demonstrated outcomes, while reporting progress, obstacles, risks, and recommendations.

• Collaborate with process owners to redesign and test prioritized workflows utilizing Microsoft 365 Copilot.

• Define future processes, responsibilities, human checks, and acceptance criteria, testing improvements against established baselines.

• Implement Copilot in SharePoint for knowledge and content processes, addressing information quality, currency, structure, ownership, and access.

• Develop a prioritized backlog of use cases that includes problem statements, target users, future workflows, capabilities, dependencies, review points, and outcome measures.

• Design, build, and test focused Agent Builder agents and reusable AI skills within the agreed scope.

• Define agent instructions, knowledge sources, inputs, outputs, boundaries, and ownership; validate grounding and representative scenarios.

• Confirm licensing, tenant availability, and governance, selecting the simplest appropriate approach while referring complex integrations, automation, and production engineering to specialists.

• Create role-based learning pathways and personally deliver customer training, workshops, demonstrations, masterclasses, and coaching, both remotely and in person as necessary.

• Develop presentations, exercises, videos, and guides; teach responsible prompting, information handling, source verification, and output review, and assess practical application.

• Independently manage the agreed adoption and change scope, maintaining plans, deliverables, customer commitments, and delivery limits.

• Prioritize tasks across engagements and escalate risks, dependencies, and changes in scope.

• Produce customer documentation and maintain accurate records of decisions, actions, and outcomes.

• Assist in pre-sales discovery and outline realistic adoption services, deliverables, and customer responsibilities.

• Provide business requirements, user scenarios, and adoption insights for Copilot Studio and Power Platform solutions.

• Collaborate with technical, security, and information governance specialists on feasibility, responsible AI, user testing, and implementation readiness.

• Maintain engagement with leadership and Champion involvement, address adoption challenges, and support the transition to business as usual.

• Share reusable methods, training assets, and lessons learned throughout the ACM practice.

• Stay updated on relevant Microsoft 365 and AI knowledge and translate changes into actionable customer recommendations.

⛳️ Requirements

• Strong expertise in Microsoft 365, including Teams, SharePoint, OneDrive, Word, and Excel.

• Practical experience in Microsoft 365 Copilot adoption.

• Capability to create Art of the Possible demonstrations.

• Skill in improving business processes.

• Proficiency in creating and testing Agent Builder agents.

• Expertise in applying Copilot in SharePoint.

• Ability to develop reusable AI skills and instructions where applicable.

• Understanding of information quality, permissions, responsible AI, licensing, and feature availability.

• Ability to recognize when specialist input is necessary.

• Exceptional communication, presentation, facilitation, organization, and stakeholder management skills.

• Competency in facilitating high-level discussions and constructively challenging unsuitable AI requests.

• Ability to translate business needs into prioritized use cases, process maps, testable success criteria, and delivery roadmaps.

• Proven experience in independently leading technology adoption and organizational change initiatives from discovery and strategy through practical delivery and sustained adoption.

• Demonstrated application of change management methodologies.

• Evidence of workflow enhancement, piloting, and measurable outcomes.

• Capacity to collaborate across business and technical teams, interpret adoption evidence and user feedback, and manage competing priorities.

• Ability to design and personally conduct customer training, workshops, and audience-specific learning materials.

• Recognized change management qualification, such as Prosci or APMG Change Management, or equivalent professional development (desirable).

• Relevant Microsoft certifications or evidence of ongoing professional learning in Microsoft 365 and AI (desirable).

• Experience in designing workforce capability programs, coaching leaders, establishing Champion networks, and creating SharePoint learning hubs, videos, and reusable adoption content (desirable).

• Familiarity with Copilot Studio and Power Platform sufficient for collaboration with specialists (desirable).

• Experience in supporting pre-sales and reusable service methodologies (desirable).

🏝️ Benefits

• Remote and in-person work as necessary.

• Professional development opportunities, including relevant Microsoft certifications or continued learning in Microsoft 365 and AI.

• Opportunity to work with Microsoft 365, Copilot, Agent Builder, Copilot Studio, and Power Platform.

• Collaboration with internal technical, security, and information governance specialists.

• Access to reusable training assets, methods, and lessons learned across the ACM practice.