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 prospects 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 current unified commercial
ecosystem
Propose data governance structures to maintain high-quality, actionable data across all
platforms
Change Management and Stakeholder Communication:
Develop transparent, concise documentation and presentations to communicate proposed
📌 Business Analyst For M&a Commercial Systems Integration Pune
🏢 Fulcrum Digital
📍 Pune
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