Business Analyst - Innovation & Integration

Summary / Position Purpose:

The Business Analyst will be a part of a team that becomes the subject matter experts for all processes that interact with the company's business systems and works in partnership with the process owners, leads system support, process improvement projects, and acquisition integration.

Essential Duties, Functions and/or Responsibilities:

Business Applications Support

• Establish rapport and trust with business users to identify process or technical issues
• Provide support to ERP users and work with technical resources (TEG Development or Application Software Provider Support) for issue resolution.
• Serve as an ERP system super user and source of best practice business process with a complete understanding of all processes.
• Beyond overall system knowledge, serve as the in-depth subject matter expert and business process owner in a specific functional area of the ERP. Partner with leaders and users in these areas to identify improvement opportunities, goals and unmet needs.
  
  
  
  • Finance: GL Structure, Entry, Reconciliation, Subledgers, Month End, AP Processing, Payment Runs, Cash Management, AR Invoicing, Cash Application, Credit Management, Collections
  • Sales: Customer & Order Management, Quotations, Order Entry (Electronic & Manual)
  • Planning: Demand & Exception Management, Replenishment/Transfer, Forecasting
  • Procurement: Order Entry & Management, Vendor Management & Portal
  • Warehousing: Receiving, Put Away, Replenishment, Picking, Shipping, Warehouse Management, Inventory Setup, Counting, & Stocking
  • VMI: Order Entry & Management, Consignment Inventory, Location Support Specialization, Inventory Stocking & Replenishment
  • Rental/Service: Rental Agreements, Service Billing, Asset Management & Utilization
  • Kitting/Fabrication: Item Setup, BOM/Route Maintenance, Job Processing
  
  
  
  
• Ensure training documentation meets business needs and reflects current process.

Continuous Improvement

• Demonstrate commitment to Continuous Improvement philosophy including support of all quality, safety, productivity, and performance improvement initiatives
• Evaluate new software releases for desired improvements and adverse impacts. Establish action plans to implement new features, address process changes, or mitigate issues.
• Act as a liaison between Application Users and Developer for enhancements. Provide functional requirements to Development and testing requirements to QA for requested enhancements
• Collaborate with Developer to Submit & Monitor Enhancement Requests to appropriate software provider as appropriate
• Ensure all Enhancement documentation is complete with sufficient detail of alternatives considered and development solution detail
• Continuously seek to reduce reliance on extensions / integrations and reduce overall development footprint while still addressing business process needs
• Conduct research on current software and 3rd Party products that may add value to the business
• Prioritize and coordinate projects with upcoming acquisitions to manage load

Acquisition Integration

• Evaluate and document acquisition processes, analyze and surface gaps to current company processes
• Ensure timely acquisition project milestones achievement, while minimizing impact to acquisition
• Leverage appropriate resources to execute transition to TEG Platform Applications (ERP and Related Applications)
• Coordinate and oversee transition of ERP integrated applications managed by other departments (Ex. PIM) to address pre-requisites or conflicts to ERP transitions
• Support transition to TEG Suppliers, Contracts, and Processes as it relates to the team member's subject (Ex. Migrating to TEG freight carrier)
• Ensure quality data migration, acquisition review and acceptance of data

Skills & Expertise Required

Members of the Innovation & Integration Team will excel in and serve the organization with all these skills. However, they may be the strongest in certain skills. TEG will be best supported by a balanced team with varied perspectives and skills. The descriptions below represent strength in each skill.

Documentation

• Owns the Documentation, Takes Pride in the Documentation Being Accurate and Understands the Value this Brings to the Organization
• Primary BA maintaining existing process documentation and adding new documentation
• Coordinates other team members document maintenance and ensures consistency

Training

• HR in their Blood, Wants to Ensure Users are Trained Well & Training Satiates Their Learning Style & Needs, Wants Users to Be Successful as Fast as Possible After Training
• Continuously Improving Training Materials for Existing Staff and New Hires
• Lead BA User Training Efforts for Projects/Acquisitions/Implementations
• Provides feedback to improve training quality of other team members

User Support

• Loves to Help, Enjoys Being the User's Superhero, Isn't Frustrated by Repeat Errors and Instead Seeks to Educate to Prevent Future Issues
• Continuously seeks to lessen ongoing workload by strategically training users "to fish" coordinating needed training and updated documentation
• Primary BA Clearing Daily User Tickets
• Takes a Lighter Role in Acquisitions and instead "watches the house"

Data Ownership

• Loves Data, Enjoys the Repeatability & Structure, Clean Data Makes Them Happy
• Oversee master & transactional data quality scrubbing & migration in conjunction with Product Data Team, Data Stewards & Acquisition Stakeholders
  
  
  
  • Heavily Supports or Leads the migration & balancing of data at integration go live
  • Understands the importance of "audit quality" migration, balancing and documentation
  • Coordinates best practices with other data management teams
  
  
  
  

Technical

• Enjoys & is Comfortable Reviewing the Technical Aspects of How the System Works
• Strives to Ensure All Enhancement Requests are Easy & Clear Work for Developers
• Able to design and scope enhancement. Enough technical skills to comfortably complete most personalization and design simple to moderate extensions, reports, and workflows. Must conduct personalization in accordance with company policy and documentation requirements.
• Collaborate with development to ensure technical delivery meets business requirements
• Provide technical education to the team to expand their capability to understand the system and design solutions

Process Design

• Passionate about efficiency, user experience and standardizing best practices across locations
• Respects the value in incremental improvements
• Strives to find the best way to structure a process to lessen time and cost
• Speaks regularly about processes in terms of "number of clicks"

Leadership

• Aligns priorities with overall business strategy
• Coordinates project needs with team members' passions, expertise, and availability
• Fosters mentorship between team members
• Partners with ERP supplier to understand and drive upcoming features
• "Owns" the Acquisition & Integration Checklist

Education and/or Work Experience Requirements:

• 2-5 Years Experience with Infor CSD or CSDe (M3/Lawson) multi-tenant cloud preferred
• Infor Extension Experience & Microsoft SQL Query assists technical skillset
• Experience with large data sets & BI knowledge assists data skillset
• Distribution Industry Experience
• Prior ERP Implementation Experience

Skills to Ensure Success

• A team player who works well with technical and non-technical resources
• Strong oral and written communications
• Motivated, committed, and energetic self-starter dedicated to providing high quality and responsive service
• Execution focused individual with adaptive problem-solving skills
• Enjoys working in a solitary process for extended periods, but comfortable interacting and engaging people to bring about high-quality process improvements solutions

Travel Requirements

• During Acquisition: 10-30 business days on-site depending on acquisition needs; consecutive weeks may be required
• Non-Acquisition: 15-35% depending on the continuous improvement projects & site coverage needed

Physical Requirements:

• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and
• other federal, state and local standards.

This position requires applicants to be authorized to work in the US without sponsorship; TestEquity does not sponsor applicants for work visas.

TestEquity provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.