IT and Process Support Specialist

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The IT and Process Support Specialist will play a crucial role in enhancing operational efficiency at the company by developing automation, streamlining workflows, and providing data-driven insights. This role will focus on managing and optimising Pipedrive, Office 365, SharePoint, Power BI, and Excel to ensure efficient data handling, reporting, and process management across departments.

Pipedrive Automation

Automation Development: Design and implement Pipedrive automations for task reduction, data accuracy, and improved lead tracking.
Workflow Optimisation: Streamline processes to enhance client engagement and reduce bottlenecks.
Performance Tracking: Create custom Pipedrive reports to monitor KPIs and track team performance.
Data Accuracy & Clean-Up: Maintain data integrity, ensuring up-to-date and accurate client information.
User Training: Train tea ---------- mbers on Pipedrive updates and features for smooth operation.
Office 365 and SharePoint Development & Support

SharePoint Site Development: Develop a central SharePoint site with department-specific sections for accessible SOPs, policies, and resources.
Office 365 Integration: Integrate tools like Teams, Planner, and OneDrive to streamline team workflows.
Documentation Maintenance: Ensure SOPs, guides, and training resources are current and accessible.
Permissions Management: Set role-based permissions to safeguard sensitive information.
User Support: Act as the main contact for Office 365 and SharePoint queries.
Power BI & Excel Data Analysis and Reporting

Dashboard Development: Build interactive dashboards for KPIs, sales, and operational metrics.
Data Integration & Reporting: Use Power BI and Excel to consolidate data for actionable insights.
Automated Alerts: Set up alerts in Power BI for real-time metric updates.
Excel Functions: Use advanced Excel functions for custom reports and automation.
Training & Support: Provide team training on Power BI and Excel for data usage.
General IT and Operational Process Support

System Improvement: Continuously review and refine current systems to enhance workflows.
Onboarding & Training Support: Set up accounts, provide new-hire training, and resource access.
Template Development: Develop standardised Excel templates for reporting and data entry.
IT Support: Provide general IT support, including troubleshooting and coordinating with vendors.
Tool Evaluation: Identify and implement tools for workflow enhancement.
Feedback Collection: Gather and implement user feedback to improve system effectiveness.
Data-Driven Decision Support and Strategic Planning

Reporting: Prepare monthly and quarterly Power BI reports focused on KPIs and client engagement.
Forecasting: Use Power BI and Excel for forecasting to support strategic planning.
Goal Tracking: Track tea ---------- trics and identify areas for improvement.
Continuous Improvement: Stay current with industry trends and recommend new skills or tools.
Future Development & Process Optimisation

Automated Alerts and Reporting: Set up real-time reporting and alerts in Power BI, SharePoint, and Pipedrive.
Project Management Support: Assist in process-improvement projects, tracking tasks and milestones.
Cross-Departmental Integration: Develop data-sharing systems across platforms.
Scenario Planning: Build models in Excel and Power BI to inform business decisions.
System Upgrades: Collect feedback and implement upgrades as needed.
Data Strategy: Develop a strategy for data governance, reporting standardisation, and automated workflows.
Desirable Qualifications and Skills Required:

Minimum of 3 years of experience in IT support, process management, or a related field.
Proficiency in Pipedrive, Office 365, SharePoint, Power BI, and Excel.
Strong knowledge of data analysis, automation, and reporting tools.
Excellent communication skills and attention to detail.
Analytical Skills: Ability to assess processes and implement effective improvements.
Technical Aptitude: Proficiency with CRM and reporting tools, with the ability to train others.
Problem Solving: Demonstrated skill in troubleshooting and finding efficient solutions.
Collaboration: Ability to work effectively across teams, aligning IT with business goals.

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