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Business Analyst Professional Services

Get the right problems defined and the critical requirements clarified using

Business Analyst (BA) consulting by Success with CRM, today!


Expert business process analysis lays the foundation for transformative business development.

Our clients benefit from using our business analyst skills to determine the complete list of required requirements needed for your organization, now and into the future. In addition, we can apply best practices from our depth of small and mid-sized business acumen and breadth of CRM implementation experience from other client organizations like yours.

Listen and Learn

Our first step is to listen to your wants and needs to gather evidence for what your CRM must do and how it will need to adapt in light of anticipated future changes to get your desired outcomes.

Identify areas where processes need improvement by listening for these 15 indicators while talking with stakeholders and employees of the company:

  • Activities that fix errors instead of preventing them
  • Unnecessary handoffs or complex communications between roles or other processes
  • Activities that have an unclear role assignment
  • Areas with backlogs
  • Areas with activities that don’t provide business value
  • Areas that can reduce or eliminate waste
  • Areas that can reduce or eliminate defects
  • Areas that can reduce or eliminate frustration
  • Unclear decisions or conditions (otherwise known as gateways)
  • Activities that perform statistically outside the norm or standard
  • Inefficient flow of existing processes
  • Activities that are being performed by an inappropriate employee or other entity (also known as a resource)
  • Areas of authority ambiguity (where two or more people have the power to make the same decision, which leads to confusion about who has the final say)
  • Areas that have too much or too little management control
  • Roles that are bottlenecks

Schedule a Call with Dick

What Our Business Process Analysis Can Do For You:

  • Clarify the business case to justify needed organizational changes and your CRM as essential infrastructure.

  • Identify jobs to be done that make up your CRM “user story” and incorporate their details into “use cases” for your chosen CRM.

  • Uncover related needs to include in the solution’s requirements before you make your final choice.

  • Study current processes to determine the target, “best case,” more effective processes to aim for.

  • Construct a more complete requirements management plan. 

  • Define your specific priorities for the software’s functional, nonfunctional, technical, and transitional requirements. You will know exactly how our recommended solution will get rolled out and effectively used.

After the analysis, we also provide the roadmap and resources for your team to learn to use your chosen CRM solution. Our CRM implementation skills focus on practical knowledge transfer to our clients at a level their users can digest and utilize.

Requirements Management

Understanding and managing business and stakeholder requirements take traditional CRM selection up a notch in the results it delivers. Lack of a clear understanding of these requirements is a costly mistake. Verifying solution requirements is a key component of Success with CRM’s professional services, so you get all that you need and nothing that you don’t.

Overview - types of requirements for proper scoping and success with CRM

Read about Why you need a CRM Functional Requirement List - and How to Create One


Let’s Clarify Some Terms

A business case is a top-level justification for your CRM initiative. It’s the reasoning for why you need it. It is created by the stakeholders and sponsors. Can you state your business case for software improvements?

User stories have become a common first step to capturing functional requirements. They set the stage for the process by stating your need: “I want [insert goal/desire] so that [name the benefit].

A use case is a description of behavior. It expands on the user story with full details. It is a way to visualize how the users and the system will interact to do something useful. Once we know that, we can be sure we are building the right system. Another benefit of the use case: It captures and prioritizes the functional requirements of the solution. A use case is expressed in simple, specific language and sometimes with diagrams. Learn more about getting to effective use cases here.