D365 Business Analyst

D365 Business Analyst (Supply Chain)

Newport Beach, CA (Hybrid)

Position Summary

Provide support for ERP/Business Application issues and requests. This includes troubleshooting, system usage support, training, and documentation. The Business Analyst must be able to work independently; prioritize, investigate and resolve issues with minimal guidance from others. Decision making ability and know when to escalate issues in a timely manner to achieve our Service Level Agreements with the business. Will be assigned as a primary functional owner for key applications and/or modules. Expanded responsibility in functional areas increases as the Analyst becomes more involved in additional applications. Additional duties may include opportunities to lead projects to resolve complex technical issues.

Essential Duties and Responsibilities

• Work closely with the Supply Chain department to ensure ERP solutions align with overall business objectives and cost/service level balancing considerations.
• Assist Business Unit Leader in identifying tactical and strategic software, services, and/or programs to support the business unit's goals (financial, quality, production, customer service, operational efficiency, market share, etc.). Collaborate with employees and business partners to identify and maximize opportunities to use information and technology to improve product, service, and/or program business processes.
• Design and optimize warehouse layouts to improve efficiency and reduce handling times.
• Ensure all inventory data is accurately recorded, detect any discrepancies and investigate and resolve promptly.
• Maintain detailed documentation of existing and new system processes related to the business, including procedures, results, and corrective actions taken.
• Function as the first line of support on all ERP, specifically Microsoft D365 Finance & Ops and/or Microsoft D365 Customer Engagement, related issues, prioritizing as needed to maintain continuity.
• Develop and implement strategies to optimize inventory levels and effective stock control measures to minimize stockouts and overstock situations.
• Review, analyze, and create detailed documentation of business systems and user needs, including business processes, workflow, program functions, and steps required to develop or modify computer programs.
• Consult with employees and management to determine business, functional and technical requirements for specified applications.
• Coordinate the development of all approved versions of business and functional specifications for specified applications.
• Keep track of all ERP requests and their progress and resolutions via the IT Help Desk system.
• Assist in determining the impact of any operational issues and provide input into their resolution via data extraction and quantification.
• Review cases and other technical documents with IT project staff to ensure business requirements are adequately reflected in technical planning documents.
• Develop effective reporting tools for the business unit. Analyze the business unit's activities and trends and compare analyses of the service standards and best practices.
• Present findings and work with the Business Unit Leader and Job Description personnel to identify and implement strategies that will address tactical and strategic goals.
• Prepare routine reports (financial, quality, production, customer service, operational efficiency, market share, etc.).

Project Management

• Define project scope and objectives.
• Create and maintain project schedules by developing project plans and specifications, estimating time requirements, establishing deadlines, monitoring milestone completion, tracking all phases of the project product/service lifecycle, providing timely reporting of issues that impact project progress, coordinating actions, and resolving conflicts - including documenting, prioritizing & tracking requests (changes, enhancements) & coordinating with the Change Control Board (CCB).
• Conduct project meetings.
• Meet with project team(s) regularly to review project deliverables and deadlines.
• Meet with appropriate personnel for periodic reviews of prototypes and final products.
• Provide single point of contact for assigned projects. Coordinates interaction and communication among business and IT personnel.
• Identifies and coordinates assignments of internal resources and external contractors to meet project requirements.
• Works with appropriate personnel to allocate personnel time to project tasks & track progress.
• Assesses, prepares & addresses operational impacts, workflow, training, etc. issues of a project.

Quality Assurance and Testing

• Ensures that all tests are conducted and documented according to the standards agreed upon by the business unit and IT.
• Ensured that all documentation accurately reflects the status of changes and outstanding issues so that business requirements reflect application features and functions.
• Manages specific application quality assurance and help desk activities including the tracking of bug reports and change requests and ensuring their timely resolution.
• Ensures that all items follow the change management process and are entered into and tracked through the change management software.
• Responsible for the overall success of testing, including results verification and release signoff.
• Establishes the purpose and deliverables of the test effort.
• Provides resource planning, management and resolution of issues that impede the test effort.
• Coordinates groups of business personnel who test, evaluate and validate new functions and applications, and identify issues in software or services.
• Provides final signoff to the IT project manager to release upgrades and patches to production.
• Ensures continuing operational quality by documenting bug fixes and enhancements assigning tasks to developers, testing and releasing updates.

Training

• Proactively assists with the identification of training and development requirements of the Business Unit.
• Presents findings and works with Business Unit Leader and other personnel to design and implement training and development initiatives that will continuously upgrade the skills and capabilities of personnel in business unit and company overall.
• Other duties as assigned.

Education and/or Experience

• Bachelor's Degree in Information Technology or related field plus a mJob inimum of 3 years of related experience; or equivalent combination of education and experience.
• 3+ years' Functional Lead Business Analyst or IT Project Management experience required.
• 3+ years supporting major ERP or Business Application projects, and technologies required.
• 2+ years of experience leading an ERP solution at another company required.