Planview Senior Business Systems Analyst

JOB SUMMARY

This job supports one or more analytical aspects of the application product life cycle, including capability enablement with cross-team dependencies within a product scope. Uses significant judgement and discretion to collaborate with customers on complex issues in order to understand capability needs, gather project specifications, create business cases and cost sheet analysis, translate high-level business needs into detailed requirements for new capabilities (and change request/enhancements on existing capabilities), analyze data to determine business problems, trends, or opportunities for process improvements, create/execute test cases, provide root cause analysis and corrective action plan, verify delivery of customer needs, and ensure quality delivery. Also responsible for identification, documentation, and resolution of risks, defects and issues. Analyzes market trends for competitive insight to correlate into business value statements.  Uses functional and organizational knowledge to mentor Associate and Intermediate Business Systems Analysts.  Leads project teams or actively participate as subject matter expert (SME) on moderately complex projects (which are cross functional, with potential regulatory risk exposure, customer service & financial impacts ).  Acts as face to the customer.  Resolves very complex issues (may involve multiple systems) while understanding potential regulatory risk exposure and customer service & financial impacts.  Acts as a SME on how moderately complex new enhancements/applications are developed using  advanced  level of understanding of end-to-end process and clear understanding of potential integration issues. Requires advanced level of understanding the end systems impact of changes across multiple/diverse systems (including regulatory risk exposure, customer service & financial

impacts).   

ESSENTIAL RESPONSIBILITIES

Planview Portfolios Administration

Demonstrated experience administering Planview Portfolios including:

• User, group, and role administration
• Security model configuration
• Access provisioning and deprovisioning
• Screen, menu, and navigation configuration
• Object and attribute management
• Lookup and reference table administration
• Organizational structure management
• Financial structure administration
• Resource management configuration
• Portfolio hierarchy management

Workflow & Automation Configuration

Experience configuring and supporting:

• Lifecycle management
• Scripted Dialogs
• Conditional logic
• Automated notifications
• Approval workflows
• Stage-gate processes
• Demand management workflows
• Project intake processes
• Governance checkpoints
• Automated field updates

Preferred Knowledge

• • Lifecycle state transitions
  • Business rules configuration
  • Workflow troubleshooting
  • Workflow optimization

Demand, Project, and Portfolio Management

Strong understanding of:

• Demand intake processes
• Project governance
• Portfolio management
• Strategic planning
• Resource capacity planning
• Financial planning and budgeting
• Capital and operational expenditure tracking
• Benefit realization planning
• Program management concepts

Planview Reporting & Analytics

Experience developing and maintaining:

• Planview reports
• Executive dashboards
• Operational dashboards
• Governance dashboards
• Portfolio health reporting
• Resource utilization reporting
• Financial management reporting
• Data quality reporting

Preferred

• • Power BI integration
  • Executive KPI development
  • Data visualization

Data Governance & Platform Quality

Experience supporting:

• Data quality initiatives
• Field rationalization efforts
• Configuration governance
• Reference data management
• Taxonomy management
• Audit reviews
• Compliance reporting

Responsibilities include:

• Identifying unused data structures
• Reviewing obsolete fields and forms
• Reducing technical debt
• Maintaining platform standards
• Supporting governance processes

Multi-Product Planview Experience

Planview Enterprise Architecture (EA)

Knowledge of:

• Application inventories
• Technology inventories
• Business capabilities
• Capability mapping
• Architecture roadmaps
• Investment planning
• Application lifecycle management

Planview AgilePlace

Experience with:

• Board administration
• Kanban configuration
• Team workflows
• Value stream management
• Metrics and reporting
• Work item configuration

Planview ProjectPlace

Experience with:

• Workspace administration
• User provisioning
• Collaboration features
• Document management
• Board configuration
• Reporting

Technical Administration Requirements

Integrations

Experience supporting integrations between Planview and:

• Microsoft Entra ID (Azure AD)
• Jira
• ServiceNow
• SAP
• Workday
• Power BI
• Microsoft Teams
• SharePoint

Skills include:

• Data mapping
• API troubleshooting
• User synchronization
• Integration monitoring
• Error analysis

Release & Environment Management

Experience with:

• Development environments
• Test environments
• Production environments
• Configuration migrations
• Release planning
• Regression testing
• SaaS release reviews

Responsibilities include:

• Evaluating quarterly Planview releases
• Impact assessments
• Regression testing coordination
• Promotion governance
• Release documentation

Governance & Operating Model Support

Experience participating in or supporting:

• Platform governance boards
• Change Advisory Boards (CAB)
• Enhancement intake processes
• Prioritization reviews
• Platform roadmaps
• Standards reviews
• Operational reviews

Preferred understanding of:

• RACI models
• SaaS governance frameworks
• Configuration management practices
• Service management processes

Key Success Factors

• Planview Portfolios Administration
• Lifecycle and Scripted Dialog configuration
• Data governance and platform cleanup
• Executive dashboard and reporting development
• Environment promotion and release management
• Security role and access management
• Business process analysis and stakeholder engagement
• Integration support and troubleshooting
• Multi-product Planview ecosystem knowledge (Portfolios, EA, AgilePlace, ProjectPlace)
• Governance operating model participation

EDUCATION

Required

• Bachelor's Degree in Business Management, Information Technology, Information Systems, or related field

Substitutions

• None

Preferred

• None

EXPERIENCE

Required

• 5 - 7 years in IS/IT

LICENSES AND CERTIFICATIONS

Required

• None

Preferred -Highly Desired

• Planview Administrator Training
• Planview Portfolios Administration Training
• Planview Reporting Training
• Agile and Scrum Fundamentals
• ITIL Foundation

Preferred

• SAFe Practitioner
• Power BI Certification

Language (Other than English)

None 

Travel Required

0%  - 25%

PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONS

Position Type

Remote

Teaches / trains others regularly

Rarely

Travel regularly from the office to various work sites or from site-to-site

Occasionally

Works primarily out-of-the office selling products/services (sales employees)

Never

Physical work site required 

No

Lifting: up to 10 pounds

Rarely

Lifting: 10 to 25 pounds

Rarely

Lifting: 25 to 50 pounds

Rarely

Disclaimer: The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job.

Compliance Requirement: This position adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies.

As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times.  In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company’s Handbook of Privacy Policies and Practices and Information Security Policy. 
Furthermore, it is every employee’s responsibility to comply with the company’s Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements.

Pay Range Minimum:

Pay Range Maximum:

Base pay is determined by a variety of factors including a candidate’s qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations.  The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets.

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