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Document Automation Specialist
1 month ago
Position Summary:
The Document Automation Specialist is a key player in automating complex document creation processes that are central to Data Flow Systems’ projects, from generating an initial quote to producing the custom Remote Terminal Unit (RTU). Developing and maintaining this document automation system requires advanced proficiency in Microsoft Excel and Microsoft Word and expertise in VBA (Visual Basic for Applications) programming.
Job Duties:
Excel Workbook, Word Document, and VBA Macro Development and Maintenance:
- Design, code, and maintain VBA Excel macro-enabled workbooks to automate a complex and highly customizable product quotation process, including seamless data transfer and integration between Excel and Word to rapidly generate customer-facing proposal documents.
- Develop and update solutions for linking to remote data sources to ensure real-time and accurate data retrieval for document generation.
Data Export:
- Implement and maintain CSV and XML export functionalities within Excel to facilitate automated document generation for SCADA system configurations and CAD-based electrical drawings, maintaining formatting consistency and reducing manual data entry.
Quality Assurance:
- Conduct thorough reviews of documents generated by Controls Engineers and Sales Engineers via MS Excel workbooks and VBA macros, ensuring accuracy, completeness, and compliance with established standards, and provide feedback on necessary adjustments as needed.
Collaboration:
- Collaborate closely with cross-functional teams, understanding their data requirements and implementing solutions that enhance document creation efficiency.
- Provide training and support to end-users on utilizing advanced Excel and Word functionalities, and assist in troubleshooting issues related to data integration and document automation.
Continuous Improvement:
- Stay updated on emerging technologies, industry trends, and best practices, recommending and implementing improvements to enhance the overall document automation workflow.
Competencies Needed to Support the Following Core Values
- Make it SIMPLE & EASY for our customers.
- People first: PROACTIVE and EMPOWERED
- HONESTY, HUMILITY, AND INTEGRITY in everything we do
- Never mistake ACTIVITY FOR ACHIEVEMENT
- REPUTATION above all
- Committed to CONTINUOUS IMPROVEMENT
Job Requirements:
- Proven expertise in Microsoft Excel and Word, with an emphasis on advanced VBA programming and automatic generation of Word documents populated with data from Excel.
- Experience with connecting to and retrieving data from external sources.
- Proficiency in automated XML and CSV export and mapping within Excel.
- Strong analytical and problem-solving skills.
- Excellent communication and collaboration skills.
- Ability to manage multiple tasks and priorities in a dynamic work environment.
- Certification or specialized coursework in VBA programming, XML, and data integration is preferred.
Education Requirements:
- Associates degree in Business Information Systems with 2 or more years of experience creating integrated document automation systems in a business environment.
- A bachelor's degree in business information systems is preferred.
Physical Demands:
- Body Positions: Includes standing, sitting, walking, lifting (up to 60 lbs), talking, hearing, and handling.
- Work will be predominantly indoors in a temperature-controlled environment.
- The typical noise level is low to moderate.
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