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Business Analyst for M&A Commercial Systems Integration Job at Fulcrum Digital in Pune

Job Description

Business Analyst for M&A Commercial Systems Integration

1. Comprehensive Requirement Gathering and Analysis: - Lead in-depth requirement gathering sessions with stakeholders from both companies across various departments - Analyze current implementations, configurations, and customizations of CRM, Sales Enablement, Marketing Automation, and other relevant commercial tools in each organization - Identify gaps, overlaps, and opportunities for process improvement and system integration across all platforms - Document detailed business and technical requirements for the merged commercial technology ecosystem 2. Multi-Platform Harmonization: - Develop strategies for consolidating and harmonizing multiple commercial platforms, including CRM (e.g., Salesforce), Sales Enablement tools, Marketing Automation systems (e.g., Marketo, HubSpot, Marketing Cloud), and other relevant technologies - Create comprehensive mapping documents to align data structures, workflows, and business processes between the two companies across all affected systems - Propose solutions for integrating disparate systems and data sources to create a cohesive commercial technology stack 3. Business Process Alignment and Optimization: - Analyze existing business processes in both companies related to sales, marketing, and customer service - Recommend best practices for the merged entity, considering the capabilities of the various platforms in use - Design optimized workflows and processes that leverage the strengths of each system while ensuring seamless integration 4. Cross-Platform Data Integration and Management: - Develop strategies for data migration, integration, and synchronization across multiple platforms - Ensure data consistency and integrity across all systems in the new unified commercial ecosystem - Propose data governance structures to maintain high-quality, actionable data across all platforms 5. Change Management and Stakeholder Communication: - Develop clear, concise documentation and presentations to communicate proposed changes and their impacts across all affected systems - Work closely with the change management team to facilitate smooth transitions and user adoption of the new integrated platforms - Conduct training needs assessments and assist in developing comprehensive training materials for the new unified system landscape 6. Support on Project Management and Vendor Coordination: - Assist in creating project plans, timelines, and resource allocation for the integration efforts across all commercial platforms - Monitor progress, identify risks, and propose mitigation strategies related to the systems merger activities - Collaborate with the functional PM, IT, data migration teams, and multiple stakeholders to ensure successful implementation and integration of all systems

Requirements

1. Comprehensive Requirement Gathering and Analysis: - Lead in-depth requirement gathering sessions with stakeholders from both companies across various departments - Analyze current implementations, configurations, and customizations of CRM, Sales Enablement, Marketing Automation, and other relevant commercial tools in each organization - Identify gaps, overlaps, and opportunities for process improvement and system integration across all platforms - Document detailed business and technical requirements for the merged commercial technology ecosystem 2. Multi-Platform Harmonization: - Develop strategies for consolidating and harmonizing multiple commercial platforms, including CRM (e.g., Salesforce), Sales Enablement tools, Marketing Automation systems (e.g., Marketo, HubSpot, Marketing Cloud), and other relevant technologies - Create comprehensive mapping documents to align data structures, workflows, and business processes between the two companies across all affected systems - Propose solutions for integrating disparate systems and data sources to create a cohesive commercial technology stack 3. Business Process Alignment and Optimization: - Analyze existing business processes in both companies related to sales, marketing, and customer service - Recommend best practices for the merged entity, considering the capabilities of the various platforms in use - Design optimized workflows and processes that leverage the strengths of each system while ensuring seamless integration 4. Cross-Platform Data Integration and Management: - Develop strategies for data migration, integration, and synchronization across multiple platforms - Ensure data consistency and integrity across all systems in the new unified commercial ecosystem - Propose data governance structures to maintain high-quality, actionable data across all platforms 5. Change Management and Stakeholder Communication: - Develop clear, concise documentation and presentations to communicate proposed changes and their impacts across all affected systems - Work closely with the change management team to facilitate smooth transitions and user adoption of the new integrated platforms - Conduct training needs assessments and assist in developing comprehensive training materials for the new unified system landscape 6. Support on Project Management and Vendor Coordination: - Assist in creating project plans, timelines, and resource allocation for the integration efforts across all commercial platforms - Monitor progress, identify risks, and propose mitigation strategies related to the systems merger activities - Collaborate with the functional PM, IT, data migration teams, and multiple stakeholders to ensure successful implementation and integration of all systems

Benefits

Proven experience as a Business Analyst, with a strong focus on commercial platforms including CRM, Sales Enablement, and Marketing Automation tools - Demonstrated expertise in M&A situations, particularly in harmonizing multiple enterprise systems - Deep understanding of various commercial platforms' architectures, best practices, and integration capabilities - Strong analytical and problem-solving skills, with the ability to translate complex, multi-system requirements into actionable plans - Excellent communication and interpersonal skills, with the ability to work effectively with stakeholders at all levels and across different functional areas As a Business Analyst in this M&A context, you will play a crucial role in shaping the future of the merged organization's commercial technology ecosystem. Your expertise will be vital in ensuring that the integration process across multiple platforms is smooth, efficient, and aligned with the overall business objectives of the newly formed entity.