M365 Automation and AI Developer
Cayuse Holdings
Job Description
Job Description
Overview
The Work
The M365 Automation and AI Developer will manage mission-critical collaboration and content management systems, integrating AI capabilities such as intelligent search, workflow automation, and context-aware assistance. The role requires strict adherence to security, privacy, and compliance standards, including the implementation of robust access controls, data protection mechanisms, and auditing practices in accordance with stringent government and departmental policies.
This position will collaborate closely with stakeholders, system owners, security teams, and end users to translate business requirements into secure, scalable, and supportable M365 and SharePoint AI solutions that drive operational efficiency and mission success.
Responsibilities
Key Responsibilities
- Stay current with Department AI initiatives and systems, including StateChat (CoDrafter, customGPT), Northstar, Copilot, ORION, AIRE, and other emerging technologies, and evaluate their applicability to SharePoint and M365 solutions.
- Collaborate with stakeholders across the bureau and department to identify opportunities for process innovation, automation, and technology enhancement that improve mission effectiveness.
- Maintain awareness of evolving Microsoft 365 and SharePoint capabilities, patterns, and best practices, and recommend enhancements to existing solutions and environments.
- Ensure all design, development, configuration, and operations activities align with Department security, privacy, and responsible AI practices, including adherence to applicable policies, standards, and governance frameworks.
- Manage the overall health, configuration, security, performance, and modernization of SharePoint farms, site collections, sites, and service applications in support of mission-critical collaboration and content management.
- Serve as the Tier 3 technical lead for complex troubleshooting, migration, and development efforts, including escalation support for lower-tier teams.
- Design, develop, test, implement, and deploy SharePoint infrastructure and solution components (e.g., site architectures, content types, workflows, automation, integrations) that are secure, scalable, and maintainable.
- Perform administrative and office management tasks, including documentation, status reporting, and coordination activities, to support efficient information flow and operational effectiveness within the office.
- Develop, implement, and enforce SharePoint governance plans, including site provisioning processes, information architecture standards, and data retention and disposition policies.
- Drive innovation within the M365 and SharePoint environments by identifying, prototyping, and implementing new features, Power Apps, and Power Automate workflows to streamline business processes and improve user experience.
- Customize SharePoint sites through the design and configuration of templates, branding, navigation, and web parts to align with organizational needs, usability standards, and accessibility requirements.
- Research, design, and deploy SharePoint agents—customizable virtual assistants grounded in specific site content—to answer user queries, summarize documents, and support self-service information discovery.
- Define the scope and purpose of each agent, including target user groups, priority use cases, and success metrics that align with mission and Department AI objectives.
- Conduct stakeholder consultations and workshops to identify requirements, refine use cases, and prioritize features for each agent implementation.
- Identify, assess, and organize content sources within SharePoint sites, document libraries, and lists that will ground the agent’s responses, ensuring completeness, accuracy, and appropriate classification.
- Configure agent settings—including tone, response style, conversation parameters, and escalation paths—to align with organizational culture, policies, and user expectations.
- Train and test agents using representative sample queries to validate accuracy, relevance, clarity, and appropriate handling of sensitive or out-of-scope requests.
- Plan and conduct user acceptance testing (UAT) with representative stakeholders, capturing feedback and issues for resolution.
- Document test cases, test results, defects, and resolutions, and implement necessary refinements to improve agent performance and reliability.
- Establish governance protocols for SharePoint agents, including content ownership, update and re-training procedures, and quality standards for responses.
- Integrate authentication and access controls so that agents respect existing SharePoint permissions and do not expose unauthorized content.
- Regularly audit and manage permissions, data sources, and agent configurations to ensure agents only access authorized information and adhere to responsible AI and data protection practices.
- Create clear, role-appropriate user documentation and training materials (e.g., user guides, FAQs, quick reference cards) to facilitate adoption and proper use of SharePoint agents.
- Develop troubleshooting resources and self-help materials to reduce support burden and encourage self-service usage.
- Conduct training sessions, demos, and briefings for end users, stakeholders, and support staff to promote awareness, understanding, and effective utilization of agents.
- Implement feedback mechanisms (e.g., in-agent feedback prompts, surveys, support channels) to capture user input and continuously refine agent behavior and knowledge sources.
- Monitor usage analytics and metrics to track engagement, identify common queries, detect gaps in coverage, and measure agent effectiveness against established success criteria.
- Generate regular reports on agent performance, adoption, and impact, and present recommendations for improvements, expansion, or retirement as appropriate.
- Develop and execute maintenance and update plans to ensure agents remain current as content, policies, and user needs evolve.
- Demonstrate extensive experience with SharePoint list and library configuration, including field types, custom forms, views, content types, and comprehensive use of Site Settings options to manage features, permissions, and site configuration.
- Implement records management policies and out-of-the-box solutions, including retention labels, document lifecycle management, and disposition processes in accordance with organizational requirements.
- Apply practical knowledge of out-of-the-box workflows and no-code/low-code automation solutions, including creating reusable, site-level, and list-level workflows using tools such as Power Automate and SharePoint Designer (where applicable).
- Deliver no-code design solutions by leveraging Publishing and Wiki pages, Master Pages (in classic environments), CSS, Themes, and Page Layouts to create intuitive, branded, and accessible user interfaces.
- Utilize and configure out-of-the-box web parts, including connections, filters, and modern web part capabilities, to build dynamic, user-centric pages and dashboards that support business and mission requirements.
- Other duties as assigned.
Qualifications
Qualifications – Here’s What You Need
- Minimum of 8+ years of progressive IT experience, including at least 4 years of specialized experience in designing, developing, and administering SharePoint platforms in enterprise or government environments.
- Demonstrated experience planning and executing migrations between multiple SharePoint versions (e.g., SharePoint 2007 through SharePoint 2016), including content, customizations, and workflows.
- Experience working with cloud-based applications and collaboration platforms, such as Microsoft 365/Office 365 and Google for Government, in support of large, distributed user communities.
- Deep, hands-on knowledge of SharePoint architecture, configuration, customization, and administration, including both classic and modern experiences.
- Proficiency with PowerShell for administration, automation, and scripting; working knowledge of SQL Server and Active Directory as they relate to SharePoint and M365 integration, authentication, and security.
- Practical experience with the Microsoft Power Platform, including Power Apps and Power Automate, to design and implement low-code business applications and workflows.
- Experience using SharePoint Designer and other out-of-the-box configuration tools to create workflows, customize forms, and configure site functionality.
- Proficiency with Microsoft Visio for creating business process and technical diagrams to support solution design, documentation, and stakeholder communication.
- Working knowledge of InfoPath for legacy form solutions and the ability to maintain, troubleshoot, or migrate InfoPath-based forms where required.
- Microsoft certification for SharePoint 2010 or higher (e.g., MOS or equivalent Microsoft SharePoint certification) strongly preferred.
- Demonstrated experience supporting solutions within a U.S. federal agency environment; experience with the Department of State is preferred.
- Experience managing and supporting solutions in classified (SIPR) and/or unclassified (NIPR) environments, including adherence to applicable security, compliance, and requirements.
- Secret Security Clearance is required.
- Must be able to pass a background check. May require additional background checks as required by projects and/or clients at any time during employment.
Minimum Skills:
- Exceptional interpersonal skills with the ability to communicate in a clear, professional, and articulate manner.
- Exceptional verbal and written communication skills.
- Excellent organizational, analytical, and problem-solving skills with high-level attention to detail.
- Proven ability to multitask and prioritize in a fast past environment with changing priorities; adaptable to change and a quick learner.
- Must be self-motivated and able to work well independently as well as on a multi-functional team.
- Ability to handle sensitive and confidential information appropriately
- Proficient in MS Office, Word, Outlook, PowerPoint, and Excel.
Our Commitment to you / overview of benefits
- Medical, Dental and Vision Insurance; Wellness Program
- Flexible Spending Accounts (Healthcare, Dependent Care, Commuter)
- Short-Term and Long-Term Disability options
- Basic Life and AD&D Insurance (Company Provided)
- Voluntary Life and AD&D options
- 401(k) Retirement Savings Plan with matching after one year
- Paid Time Off
Reports to: Program Manager
Working Conditions
- Professional office environment, with the ability to work onsite in the main office.
- Must be physically and mentally able to perform duties extended periods of time.
- Ability to use a computer and other office productivity tools with sufficient speed to meet the demands of this position.
- Must be able to establish a productive and professional workspace.
- Must be able to sit for long periods of time looking at computer screen.
- May be asked to work a flexible schedule which may include holidays.
- May be asked to travel for business or professional development purposes.
- May be asked to work hours outside of normal business hours.
Other Duties: Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Cayuse is an Equal Opportunity Employer. All employment decisions are based on merit, qualifications, skills, and abilities. All qualified applicants will receive consideration for employment in accordance with any applicable federal, state, or local law.
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