What is the role of a business analyst in a software implementation project?
Organising Odoo Implementation Projects - part 1

Companies are turning to enterprise resource planning (ERP) systems like Odoo to help manage their complex business functions. Odoo is a comprehensive software application that integrates all the core processes of a company into one unified system.

While an ERP system like Odoo can be a great asset to a business, it is important to have a strong business analyst who can help facilitate the system integration process.

In this article post, we will explain the role of a business analyst and the role of a business analyst in a software implementation project.

What is a business analyst and what role do they play in a software implementation project

Over the last few years, the position of the business analyst has changed and proven to be critical in the successful completion of a project.

The existence of this function in varying degrees of complexity goes back to the period when technology became a key aspect of a company's operations. With the decline of business, the role has become more specialised and is incredibly valuable in the completion of a project.

A Business Analyst maps the digitalisation requirements of a real business into the functionality of an enterprise software platform.

A Business Analyst is NOT a Business Analytics Professional

It’s difficult enough to give a clear definition of what business analysis is since it’s a discipline with broad goals. 

The terms of “Business Analyst” and “Business Analytics Professional” are not synonymous. 

The Analytics professional deals with deriving insights from data. On the other hand, the Business Analyst is responsible for ensuring solutions created by the product development/software implementation team meet the client’s current needs, and for evolving solutions over time as the client’s needs change. 

The role of a Business Analyst in Odoo projects

In the context of an Odoo project, the Business Analysts (BA) plays a central role working with the customer stakeholders on the one side, and Odoo programmers on the other.
This process entails understanding the current state of the business, the desired state of the business, and the gaps that need to be filled in order to get from the current state to the desired state.

The business analyst is responsible for documenting the outcomes of the discovery process so that the project team can develop a plan for implementing the Odoo system.

Working with the customers

In an Odoo implementation project there are two parties: the client, meaning business, and the project team.

The business is represented by different stakeholders, and the project team includes (except for a BA) developers, testers, and a project manager.

At the start of a project, the BA contacts all stakeholders, that is, the company that starts the project and is most interested in the project's success. The BA acquires specifications and criteria from them and delivers the project's results in a systematic manner.

For the stakeholders, the BA is an important business partner. During the conversations, learning the specifics of their work, determining their needs, and documenting them all, the BA becomes their best ally.

When analysts review a client's present processes, they identify areas that need to be optimised and identify inefficient parts of these processes. Analysts recommend various functions that might optimise work productivity. They also guarantee that the requirements identified by stakeholders result in improved work and contribute to the achievement of company objectives.

Working with the implementation team

While documenting requirements and procedures, the analyst analyzes them with the client and interacts with architects and developers, always keeping in mind that solutions must be compatible with the needs of future users and the project's business goals.

The BA also collects proposals for non-project-scoped functionality and negotiates their implementation so that they fit within the budget.

A business analyst processes and responsibilities

A business analyst's level of engagement and scope of responsibility varies according to the stage of the software implementation process.

The stakeholder analysis

The elaboration phase is the first step towards implementing a new software solution.

It is essential to get an approximate estimate of the amount of future efforts. This is the very first point of contact with the (potential) consumer.

One of the first business analyst tasks in the project is to analyse all of the interactions. A business analyst analyzes the team structure and the number of people with whom the BA will collaborate; the management structure — who reports to whom; and the client — background, expectations, and priorities.

Here, a business analyst, in tight collaboration with a solution architect and Odoo programmers, studies project's needs, the optimization possibilities that the new software solution implementation offers, and methods to realise it.

In a typical circumstance, the project manager oversees the business analyst's onboarding and answers queries.

If this does not occur, the business analyst must seek solutions proactively, as stakeholder analysis offers an important context for functional and feature preparation and deployment into the solution.

Documentation of requirements

Business analysts work with specifications at all phases of the software implementation lifecycle and act as a constant liaison between the customer and the team.

The business analyst creates necessary documentation (requirements) to keep everyone on the same page by comprehending stakeholders' vision and communicating it to all project participants. Requirements are detailed definitions of what must be included in the implementation process, such as system behavior, features, and properties.


Even the best planned projects will have their own unique setbacks and issues. However, with a skilled business analyst on your team, these hiccups won’t derail your project – they’ll simply be another opportunity for growth.

In the end, it's all about being able to roll with the punches and adapt as needed. The business analyst's ability to adapt and modify project requirements on the fly makes them a valuable asset for any project.

If you're looking for a team that can help your business stay agile during development and keep your projects on track, we'd be happy to provide a free initial consultation. Contact us  today to get started!
Was this article helpful? 

Dealing with and understanding the impact of change is a key part of the

Business Analyst’s role. 

Our Business Analyst will effectively “translate” the business requirements into functional actions. These in turn will help to ensure better control around cost, delivery and meeting the goals of the business.

Find out how our business analysts would benefit your company.

Schedule a Free Consultation

What is the role of a business analyst in a software implementation project?
Nikola R. 5 April, 2022
Share this post
Data Centralisation and Benefits of a Single Source of Truth