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 current 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

📌 Business Analyst for M&A Commercial Systems Integration (Pune)
🏢 Fulcrum Digital
📍 Pune