Senior Solutions Engineer

Patterson Pope, Inc.; Charlotte, Northern (NC, KY); Hybrid; USD 110,000 - 150,000; Full time

Job summary

Patterson Pope, Inc. seeks a Senior Solutions Engineer to lead OnBase-based implementations for customers, configuring workflows, integrations, and capture solutions. You will drive discovery, design specifications, and training, delivering high-quality, cost-effective solutions on schedule.

You will mentor junior team members and collaborate with scanning bureau operations to optimize capture workflows and batch processing across projects.

Qualifications

• Experience implementing OnBase projects.
• Experience managing relational databases.
• Experience implementing and supporting capture software solutions (e.g., scanning, OCR/ICR, and indexing platforms) in a high-volume scanning or production environment.

Responsibilities

• Consult with Customer Resources regarding solution and software options based on customer feedback.
• Lead discovery sessions to develop functional requirements during discovery and engineering phases.
• Implement the software and configure the solution incorporating information from discovery.

Skills

Solution implementation

Requirements gathering

Training delivery

Mentoring

Communication skills

Education

Bachelor’s degree in related field

Tools

OnBase

OCR/ICR

Integration development

Job description

Senior Solutions Engineers work closely with Patterson Pope project resources and the Customer to fully understand the customer requirements and develop advanced solutions with the goal of delivering the highest quality, most cost-effective solution in a timely manner. These solutions will primarily be centered on installing, configuring, and customizing one too many complex modules of Hyland’s OnBase product.

The Senior Solutions Engineer will lead our project implementation and provide support to complex issues. This includes configuring workflows, creating custom integrations, and supporting and troubleshooting the system as well as providing demonstrations, prototype reviews and sales support. This individual will also be asked to lead or assist in discovery, training, solution documentation and support services tasks.

This individual will also configure, implement and support capture software solutions for Patterson Pope’s scanning operations, including ongoing and daily production scanning projects.

Requirements

• Consult with Customer Resources regarding solution and software options based on customer feedback
• Lead discovery sessions with to develop the functional requirements during discovery and engineering phases, providing guidance toward the optimal solution
• Implement the software and configure the solution incorporating the information captured during the discovery process
• Provide Prototype Reviews & Test enablement sessions for the client during the project build.
• Develop system design and specification documents, administrative documentation, and/or user documentation as needed
• Custom development of supporting applications and integrations using a variety of tools
• Handle technical and customer issues as they arise during implementations, escalating issues to other technical, business, or vendor resources as necessary
• Assist with troubleshooting and resolution of support issues as needed
• Provide training during an OnBase installation and on-going support once completed
• Maintain and expand knowledge of relevant OnBase modules and various integration tools and techniques as needed
• Design, build, and configure capture software solutions (scanning, OCR/ICR, indexing, and batch processing workflows) for Patterson Pope’s scanning bureau projects
• Provide ongoing, day-to-day support for the scanning bureau’s production capture environment, resolving issues to keep active scanning projects on schedule
• Partner with scanning bureau operations staff to optimize capture profiles, batch classes, and quality control processes for client and internal scanning projects
• Mentor junior team members, providing guidance on project implementation and support
• Perform other related duties as assigned.

Qualifications:

• Experience implementing OnBase projects
• Experience managing relational databases
• Experience with additional ECM systems is a plus but not required
• Experience implementing and supporting capture software solutions (e.g., scanning, OCR/ICR, and indexing platforms) in a high-volume scanning or production environment
• Good communication skills, both written and verbal; Ability to translate technical concepts to end users
• Possesses strong problem-solving skills, including the ability to respond to client and user questions while conducting demonstrations and prototype reviews.
• Bachelor’s degree in related field preferred.