Independent Business Systems Analyst – CRM, Mobile Sales and Field Service Selection

We are a growing B2B company selling specialty facility-maintenance products and providing recurring field service. We need an experienced, vendor-neutral business systems analyst to understand how our company operates, map our requirements, and identify the best software architecture before we purchase or implement anything. We have explored or been introduced to several platforms, including HubSpot, Zoho, Odoo, Zuper for field-service management, and Badger Maps for territory mapping and route planning. No platform has been selected, and none should be treated as a predetermined finalist. We are open to any CRM, mobile quoting, mapping, or field-service platform that better satisfies our requirements. QuickBooks Online is currently our accounting platform and should remain in place unless there is a compelling reason to change it. This is not a software configuration or implementation project yet. We first need someone to understand our operations, document our workflows, define what we actually need, research appropriate platforms, and create a practical vendor-selection scorecard. Our business is extremely mobile-first. The owner and sales representatives conduct approximately 99% of their daily activity from iPhones. Desktop setup and administration are acceptable, but routine sales activity must be easy to perform from the phone. SCOPE • Meet with the owner to learn how our sales process, quoting, customer management, reporting, and mobile workflow operate today • Meet separately with our service and operations employee to learn how service scheduling, equipment, inventory, product usage, technician workflow, and reporting operate today • Map our sales workflow from lead capture through presentation, quoting, vendor setup, purchase order, and closed sale • Map our field-service workflow, including customer locations, installed pumps and equipment, recurring service, technician scheduling, mobile service reports, product usage, and inventory • Map trade-show lead capture and immediate follow-up • Document how QuickBooks Online, CRM, quoting, and field-service software should exchange information • Define which system should own customer records, contacts, products, pricing, inventory, quotes, estimates, invoices, and payments • Determine whether one platform or multiple integrated platforms are appropriate • Determine whether territory mapping and route optimization should be native to the CRM, handled by the field-service platform, or provided through a separate application • Research and recommend a shortlist of three to five suitable software options • Create mobile-first test scenarios that we can use to evaluate every shortlisted platform consistently • Categorize requirements as Must Have, Should Have, and Future • Create a vendor-comparison scorecard and phased implementation recommendation REQUIRED DELIVERABLES Current-state process maps showing how we operate today Recommended future-state process maps showing how the workflows should operate Written requirements for CRM, mobile quoting, field service, mapping, and inventory Recommended software architecture System and integration map showing how information should move between platforms Mobile acceptance-testing checklist Shortlist of three to five appropriate software options with reasons for including each one Vendor-comparison scorecard Estimated three-year total cost of ownership for each shortlisted option Recommended implementation phases and order of priority The deliverables must be concise, practical, and usable. We do not want a long theoretical consulting report. The consultant must be vendor-neutral and disclose any relationship, certification, referral fee, implementation revenue, or reseller arrangement with any CRM, field-service, quoting, mapping, or other software provider. IDEAL EXPERIENCE • CRM and business-system requirements gathering • Business-process discovery and mapping • Software research and vendor selection • Mobile-first field-sales organizations • Mobile quoting and product catalogs • Field-service and mobile-workforce platforms • Sales territory mapping and route optimization • QuickBooks Online integrations • B2B companies with multiple customer locations, equipment, and recurring service TIMELINE The project must be completed within 7–10 days. BUDGET $1,000 fixed price. Please propose a milestone schedule and exact deliverables. HOW TO APPLY Please include an anonymized sample of a requirements document, workflow map, or software-selection scorecard that you personally created. Also answer the following: Describe a project where you independently evaluated multiple CRM or business platforms before recommending one. Which CRM, field-service, and territory-mapping platforms have you evaluated or implemented? Do you receive commissions, referral fees, implementation revenue, or other compensation from any software providers? If yes, identify them. How would you learn and document our existing sales and field-service processes? How would you determine whether we need one platform or multiple integrated systems? How would you test a platform where 99% of the owner’s and sales team’s daily activity must occur from an iPhone? How would you evaluate the division of responsibilities between the CRM, field-service platform, mapping software, and QuickBooks Online? Can you complete the project within 7–10 days? What is your proposed fixed price and milestone schedule?