Business Analyst for M&A Commercial Systems Integration

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
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
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
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
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
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

Requirements1. 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
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
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
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
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
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

BenefitsProven 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.

Experience LevelMid Level

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