Business Systems Analyst – Project Management Platforms

Template Design & Deployment Factory

• Participate in agile sprint cycles during the build phase, contributing to the design and configuration of the D365 Project Operations core template
• Evaluate design decisions for scalability and repeatability across 20+ entities — the goal is an 80% standardized template with well-documented entity-specific deviation patterns
• Maintain a Design Decision Log capturing configuration rationale, fit/gap outcomes, and process decisions that serves as institutional memory for the program
• Support entity wave planning by contributing to pre-deployment discovery sprints and operating company readiness assessments, and identify where process variation across entities is legitimate business need versus undisciplined customization

Cross-Functional Stakeholder Engagement

• Sales Teams — opportunity management, contract and project setup, billing milestones, and the handoff from CRM/sales process into project initiation in Project Operations
• Project Managers — project planning, resource assignments, task structures, time and expense workflows, milestone tracking, and project health reporting
• Field Service Teams — work order management, scheduling, mobile time capture, and integration of field activity back into project cost and billing

Requirements & Process Design

• Accounting & Finance — project billing, revenue recognition, WIP management, intercompany transactions, and reconciliation between Project Operations and F&O financials; lead or support requirements workshops with all four groups, facilitate fit/gap analysis sessions, and translate competing stakeholder needs into a coherent, standardized configuration
• Perform fit/gap analysis between stakeholder business processes and D365 Project Operations standard capabilities, recommending configuration-first solutions before escalating to development
• Translate business requirements into functional design specifications and user stories consumable by Solution Architects and the PwC SI team
• Map end-to-end project lifecycle processes — from opportunity through final billing — ensuring no handoff gaps between D365 modules or integrated systems, and identify and document integration touchpoints between Project Operations and F&O financials, Field Service, and any external Sales or CRM platforms

Delivery & Quality

• Collaborate with Solution Architects, Integration Engineers, Data Migration Analysts, and QA teams to ensure end-to-end configuration quality across the project lifecycle
• Develop and execute UAT test scenarios spanning the full project workflow, including cross-functional scenarios that cross the Sales-PM-Finance boundary
• Support data migration planning for project data structures — active projects, resource records, billing schedules, and historical WIP — ensuring accurate mapping to D365 data models
• Participate in cutover planning and hypercare support at go-live, including on-site or on-call availability during critical deployment windows; triage and resolve post-go-live issues, distinguishing configuration defects from training gaps from scope items

Knowledge Transfer & Capability Building

• Develop user guides, process flows, and training materials tailored to each stakeholder group — Sales, PM, Field Service, and Finance audiences require distinct documentation approaches
• Contribute to the program playbook for Project Operations deployments, capturing repeatable discovery patterns, common fit/gap findings, and configuration standards
• Support onboarding of future BSA team members by sharing lessons learned, wave retrospectives, and entity-specific deviation libraries, and actively participate in knowledge transfer from PwC to ensure internal capability grows with each deployment cycle