As Business Analysts, we often work with existing software applications from various manufacturers or business partners. These applications may be implemented across the enterprise, within a few departments, or used by a single team. But whatever the scale, successful systems integration, user adoption, and maintenance require business analysis expertise.
What do you do when you “inherit” responsibilities for software applications?
Although such experiences can be challenging, using a battle-tested approach can make the work seem less daunting.
Action Plan Steps:
- Understand the Current Setup
- Review Security and Permissions
- Data Cleanup and Maintenance
- Backup and Disaster Recovery
- Customization and Configuration
- User Training and Adoption
- Monitor System Performance
- Integration and Automation
- Document Everything
- Stay Informed
Join us as Lawrence Reid shares tips for success using his prioritized action plan!
Date: Wednesday, April 15, 2026
Networking: 6:00 PM EST
Presentation: 6:30 PM EST
Education Hours: 1.0 CDUs for IIBA Recertification
Location: Online via Zoom
Price: F R E E
Location: Online via Zoom
Price: F R E E

SPEAKER:
Lawrence is a Customer Relationship Management (CRM) specialist with over twenty years of experience in business analysis, project management, implementation, customization, and integration for companies in the aerospace, financial services, manufacturing, and medical industries. He presented at the PMI Symposium and IIBA’s Building Business Continuity conferences about CRMs in the Age of Artificial Intelligence. He also has two articles published in the BA Digest on “Citizen Development” and “No Code / Low Code Development.”
Lawrence earned a bachelor’s degree in Finance from the University of Texas, Arlington, and a certificate in Financial Planning from Southern Methodist University. He holds several certifications, including the Certified Business Analysis Professional (CBAP), Distinguished Toastmaster (DTM), Project Management Professional (PMP), and Certified ScrumMaster (CSM) designations.