Information Systems Maps
Led cross-functional information and requirements gathering sessions to document and map organizational systems, frequented sites, and systems of record in preparation for ERP implementation. I partnered with internal IT and Data teams to inventory existing systems and data sources, then translated findings into comprehensive system maps using Microsoft Visio. I also collaborated closely with an external consultant to align documentation with ERP planning recommendations and facilitated validation sessions with internal stakeholders to ensure accuracy, completeness, and operational insight. I started with individual department maps, then once the department level maps were completed, I combined them into a Master document to represent the whole organization.
Due to limitations of the legacy ERP system, multiple operational workarounds and spreadsheet-based systems of record had been developed across departments. To account for this, I conducted an internal audit of Excel files to identify unofficial systems of record and validate entries, confirm document ownership, and catalogue sheets within the organization information systems maps.
Business Analysis Documentation
Led cross-functional information gathering sessions so map the primary functions and work efforts for each department. Once the frameworks were created, process portfolios were developed to catalog essential processes for ERP implementation, and also to be used as supplemental process documentation for knowledge sharing and institutional knowledge, and the frameworks were numbered so when in the process portfolios, we could link processes back to frameworks to show strategic alignment with daily processes. Reports portfolios were also developed to inventory all reports, including Word documents and Excel. In the reports portfolios we included sections to record reference information, including report samples and the source of the report; purpose, audience; migration; and future scheduling. The software portfolio that was developed was to inventory all Excel documents that would appear on the IS maps, but the document has sheets made to accommodate a future-state software portfolio build out. A workbook for the chart of accounts was also developed for the food bank's Finance team so they could engineer the chart of accounts prior to implementation. Additionally, a food bank glossary of terms was developed so we can standardize terminology and have a reference available to promote more effective cross-functional communication and collaboration.