What does it take to be a successful Business Analyst at Candoris? What exactly does one do in this role, and what does the path to growth look like? How is success measured, and how does achieving it further the mission of Candoris? We will explore all of these questions and more in the following interview with Jen Teisher, Candoris Business Analyst.
How would you describe your role at Candoris?
As a Candoris Business Analyst, I’m responsible for following a project through its entire lifecycle. From pre-sales to go-live, I work to uncover and define business processes and consult with customers on the use of Salesforce to enhance their work.
What do you solve, create, and identify to seek success for customers?
Most of our customers know what isn’t working for them – they know what they don’t like. And they ultimately know what they want to be able to do – but they don’t always know the path to get there. That’s where the team of Business Analysts come in. We assist the customer with understanding how Salesforce (and other forms of technology) can be built to support their business processes and workflows. But in order to do that, we need to first understand how and why they do what they do. The consulting doesn’t end at Salesforce or technology; I work with customers to enhance and strategize on their processes to support their organizational goals and create positive change. My work spans pre-sales, contracting, business consulting, implementation support, training, business writing/technical writing, and relationship building.
How do you see yourself personally contributing to the Candoris mission?
One of the Candoris values is creating and leveraging innovation to solve problems, and Business Analysts help the customer understand how they can utilize Salesforce, and sometimes other technologies, to solve their problems and run their organization efficiently and effectively.
Another Candoris value is intentionally impacting others through profits and servanthood. A big perk that Candorians receive is a week of paid volunteer time off (VTO). Education has always been a passion of mine, so being afforded the opportunity to continue to serve with Junior Achievement of South Central PA on their annual symposium steering committee was very important to me.
A final guiding value that challenges me is steadfast commitment to doing the right thing. Helping customers understand their best option – even if it isn’t with Salesforce or with Candoris- is tough to do, but once we fully understand their business needs and goals, we’re able to educate them on how best to get there. We work with many nonprofits who are operating on very small budgets; helping them get the most out of technology/Salesforce is a primary goal of ours. We know the immense impact Salesforce can have on small nonprofits, and we aim to get that power in their hands. Sometimes it’s the smallest projects that can have the biggest impact on customers.
What do you find most fulfilling about your work?
Many of our customers are nonprofit organizations, with many having a strong Christian mission. Implementing an effective piece of software has a direct correlation to the overall success of that organization – meaning that Candoris is helping to advance the mission of our customers through successful software implementations. It’s so rewarding to spend time learning about an organization’s mission and business needs and then see them be successful in driving their mission forward through the use of the tools we gave them. Although it’s a small role, it’s powerful to feel connected with our customers in their mission to serve others.
What does a typical day look like for you?
I play a role in supporting every customer and every Salesforce consulting project that Candoris engages with. Organization is key! I usually start my day by reviewing my calendar for the day’s meetings and commitments. From there, I review proposal and scoping requests from our sales team and join them on customer calls when asked. For active projects that our team is working on, I do things like meet with the customer, analyze and document requirements and recommendations, work with our project managers and implementation team on building solutions, manage ongoing relationships with customers, and more. Although most of our customer meetings are done remotely via conference calls, I love getting the opportunity to travel to meet with our customers in their offices (sometimes even their homes)! Meeting the people and the place behind the mission is so powerful!
What’s your professional path to growth?
Being a trusted advisor and analyst/consultant is all about experience and continued education. Immersing myself in and deepening my knowledge of processes, systems, and solutions will continue to help me assist customers in dynamic ways.
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