What Does An Implementation Analyst Do?

WHAT DOES AN IMPLEMENTATION ANALYST DO?

Published: Aug 15, 2025 - The Implementation Analyst develops expertise in conversion utilities, data transformation, and proprietary tools to ensure successful product implementation. This role engages directly with customers, interprets and applies data manipulation instructions, resolves conflicts with best practices, and ensures accurate documentation, reporting, and workflow updates in systems. The analyst also manages multiple projects under strict deadlines, performs detailed data analysis and manual entry, and initiates billing for completed products and services.

A Review of Professional Skills and Functions for Implementation Analyst

1. Implementation Analyst Duties

Problem Solving: Use existing procedures to identify and solve routine or standard problems
Analytical Judgment: Analyze information and standard practices to make judgments
Technology Maintenance: Contribute to maintaining current technologies
Customer Relationship: Establish and continually seek opportunities to increase positive customer relationships with physicians and practices in delivering effective solutions
System Implementation: Adhere to the project plan, evaluate, plan, configure, and install fairly complex system implementations to support physician practices and the business needs of the organization and operating units
Workflow Improvement: Facilitate working group sessions with physician practices to identify and drive requirements to improve operational workflows and processes
Task Prioritization: Set customer expectations, prioritize tasks, and deliver solutions on time
Solution Proposal: Propose solutions to problems and consider timeliness, effectiveness, and practicality in addressing practice needs
Expectation Management: Manage customer expectations and deliverables through meetings and phone calls
Presentation Delivery: Prepare and deliver informative, well-organized presentations and written reports

2. Implementation Analyst Details

Application Support: Act as the primary support contact for the application's end users during the implementation
Product Expertise: Provide software product function, design and build expertise needed for successful product implementation
Risk Management: Identify and communicate potential project and implementation issues and risks, plan for resolution and mitigation, and produce status updates to all stakeholders including customers and management
Workflow Design: Guide workflow design, build and test the system, and analyze other technical issues associated with Epic software, ensuring design and configuration meet patient care and business needs
System Testing: Work with the I.S. team members, vendors and customers to ensure that the application systems are reliably tested, documented and implemented
User Liaison: Serve as a liaison between end user workflow needs and application and technical analysts
Project Communication: Maintain regular communication with the implementation manager, including participating in regular project team meetings with physician practices
Process Optimization: Identify areas for workflow and process optimization
Solution Development: Develop solutions and collaborate with the team and physician practices to implement these solutions
Issue Resolution: Respond promptly to the needs of end users and meet service level agreements in conjunction with customers, following issues through to closure
Team Collaboration: Participate in team and leadership meetings to discuss team and ongoing project-related activities, issues, changes, communications and updates

3. Implementation Analyst Responsibilities

Plan Analysis: Analyze retirement plan documents and summary plan descriptions
Requirement Definition: Define and document business requirements and system specifications of client’s proposed system solution (pension plan calculations, data conversion, payroll interface, reports, annual statements, etc.)
System Configuration: Execute the configuration of the system
Test Planning: Develop and review test plans and expected results
Functionality Testing: Test system functionality and document results
Documentation Management: Develop, review and maintain technical or user documentation
Solution Implementation: Work closely with colleagues to apply solutions that will enhance implementation procedures and increase the quality of the proposed solution
Meeting Participation: Attend, participate and contribute to team meetings and client meetings
Progress Communication: Work closely with the project manager or team leader on communicating project progress and delivery

4. Implementation Analyst Job Summary

Data Validation: Ensure accurate data is being received from the source property management system and communicate any issues
Data Import: Work closely with customers to help them get their data imported into the system
Customer Engagement: Proactively reach out to customers who are not on track to re-engage them
Issue Resolution: Deliver high-quality, timely responses to inquiries or issues to ensure that barriers are monitored and overcome
System Knowledge: Learn in-depth knowledge of the functions and special features of the system and be able to effectively transfer this knowledge to a wide range of users
Quality Assurance: Perform internal quality assurance tests to verify accurate setup
Professional Image: Promote a positive professional image of the company internally and externally
Customer Service: Provide superior customer service to all internal and external customers

5. Implementation Analyst Accountabilities

Data Entry: Enter data and then verify the data is accurate and conforms to established procedures, primarily within Microsoft Excel
Client Communication: Prepare correspondence and make calls to the account team or clients in a timely and professional manner
Case Management: Manage workload using Salesforce cases
Document Management: Save all correspondence electronically
Task Execution: Perform other work-related duties in accordance with detailed instructions from the account team
Information Confidentiality: Protect the confidentiality of information learned by performing the duties of the position
Client Support: Exhibit client-focused behavior and apply knowledge and training to support client needs
Request Processing: Answer calls, research and process customer requests, and document actions
Procedure Compliance: Ensure that all internal controls and procedures are followed
Software Input: Input data into the appropriate software for clients within the required timeframe
Equipment Operation: Operate all department equipment and software applications

6. Implementation Analyst Functions

Client Implementation: Support the implementation of new clients on existing products
Resource Coordination: Coordinate the necessary resources to deliver functionality to clients
Interface Testing: Configure and test interfaces between internal and external systems
Application Expertise: Provide subject matter expertise on existing application functionality
Client Training: Provide training to external clients regarding the functionality and operations of service platforms
Status Reporting: Provide project status updates and raise risks and mitigation plans to leadership
Product Testing: Assist with testing new product enhancements prior to launch with new clients
Regression Testing: Assist with regression and performance testing of existing applications
Issue Troubleshooting: Provide subject matter expertise in troubleshooting issues with systems and conveying them to product development teams

7. Implementation Analyst Job Description

Environment Scaling: Work closely with the IT operations team to ensure the environment is scaled adequately in the ramp-up to events
Bug Resolution: Ensure the environments for the client are functionally operational and that any bugs needing addressing from previous events have been rectified
Meeting Participation: Attend regular meetings with the project manager and national service providers
Content Preparation: Assist national service providers in preparing test content for the first year of delivery
Content Review: Support the national service providers and the OECD in reviewing and approving test content for the first year of delivery
Item Digitization: Digitize new test items expected in 2020
Data Preparation: Support national service providers in preparing the various data files required for loading data for test cycles
Report Delivery: Run, provide and explain daily reports for countries that are in delivery or marking phases
Operational Support: Provide expert advice and support for countries in delivery or marking phases during operational times, utilising WhatsApp, Zoom and other support and communication tools
Feature Design: Provide support to the project manager in designing new features and functions of the platform to help ensure the system continues to improve and remains efficient
Data Coordination: Coordinate loading of data and reporting for a test event
Customer Support: Be on call to support customers in ticket triage and workarounds
Technical Advice: Provide functional and technical advice to customers and coordinate UAT tests with customers

8. Implementation Analyst Overview

Analytics Implementation: Support analytics implementation across web and native apps, with responsibility for the implementation on specific digital properties and site areas
Requirement Translation: Work with stakeholders and insight analysts to understand business measurement requirements and translate these into comprehensive analytics tracking solutions
Tag Management: Implement web analytics and marketing tags using Google Tag Manager
App Analytics: Support the deployment of app analytics using GTM and Firebase
Data Layer Management: Be responsible for the data layer, understanding requirements, writing technical specifications and working closely with developers during the development process
Data Debugging: Debug analytics and marketing data flows, working with developers, analysts and business teams
Analytics Administration: Be responsible for the administration of Google Analytics, including custom dimensions and filters
Data Testing: Work closely with data analysts on testing digital analytics data
Agency Management: Manage day-to-day activities of the external agency supporting web analytics implementation

9. Implementation Analyst Details and Accountabilities

Product Knowledge: Build and utilize a detailed knowledge base of the TCM/SCO product suite, including product interfaces
Scope Understanding: Understand the project scope, including responsibilities for the implementation
Issue Escalation: Escalate requests outside of the scope or specified responsibilities to the appropriate management resources
Progress Communication: Promptly communicate progress and any potential problems to the project manager for awareness and resolution
Client Training: Provide the client with detailed overviews, workshops and knowledge of the TCM/SCO applications
Implementation Support: Support the client through user acceptance testing, mock implementations, go-live and post go-live, including supervising and ensuring correction of any defects found
Product Demonstration: Conduct internal and external demonstrations of the products
Plan Documentation: Provide clients with updated written project or task plans
Meeting Facilitation: Conduct weekly conversion meetings with clients

10. Implementation Analyst Tasks

Project Oversight: Oversee the successful implementation of the CareEvolve application throughout the entire project life cycle, including discovery, development, implementation and validation
Schedule Development: Develop project schedules including scope of work, duration of tasks and order of execution for customer implementations
Primary Contact: Serve as the primary point of contact for all project communication, both oral and written
Customer Service: Provide exceptional customer service to clients
Progress Communication: Communicate to all key stakeholders on progress in a timely manner throughout the entire project life cycle
Workflow Definition: Define and convey different customer workflows to developers to better accommodate their needs and allow for the successful integration of the portal
Workflow Documentation: Fully document customer workflows and interface requirements
Application Training: Provide application training for each new client
Implementation Support: Provide support for existing implementations
Expectation Management: Set and manage appropriate expectations
Project Management: Manage multiple projects simultaneously
Market Awareness: Maintain understanding of the competitive landscape of portal offerings and the unique interface requirements of each
Regulatory Compliance: Maintain compliance with regulatory agencies, state and federal mandates (HIPAA) and medical necessity

11. Implementation Analyst Additional Details

Project Support: Provide project support during the ERP implementation process
ERP Configuration: Lead customers through ERP setup and configuration activities
Data Management: Assist customers with data setup, data grooming and data transformation
Procedure Design: Assist customers with procedural design and development
Work Coordination: Coordinate work activities with the project manager
Product Knowledge: Learn the company’s products in order to serve customers and execute engagement work plans
Team Participation: Participate in teams, workgroups or value-added areas such as line of business teams
Training Assistance: Attend and assist with training for internal personnel or customers and prospects
Project Assistance: Assist with internal projects such as improvement initiatives

12. Implementation Analyst Essential Functions

Technical Support: Provide day-to-day technical implementation support for initiatives (i.e. phone, email, face-to-face)
Relationship Management: Establish and maintain relationships with contacts within key organizations to ensure support efforts are effectively promoted and supported
Subject Expertise: Develop subject matter expertise of primary products and services
Customer Focus: Assist in developing a customer-centric organization and providing customer value through effective and efficient support, management and tracking of subscriber activities
Data Analysis: Provide assistance and guidance for data analysis and reporting to support the implementation process
Training Delivery: Lead training sessions or presentations on tools and services
Documentation Creation: Create and update user documentation and standard operating procedural documents
Account Support: Provide technical and business support for retailer or vendor account management, such as ad hoc analysis and reporting
UAT Support: Assist in the user acceptance testing and deployment of service enhancements or new implementations
Data Integrity: Support and drive all data integrity initiatives through the certification and discrepancy processes
Process Improvement: Research and recommend efficiencies and process modifications that will assist in providing customer value and improving departmental efficiencies
Administrative Support: Perform administrative support for the team

13. Implementation Analyst Role Purpose

As a member of the implementation team, implement software for clients
Conduct online training for clients
Provide technical support to clients during and after product implementation
Liaise between clients and the software development team, communicating user requests and bugs
Coordinate and implement improvements and new features as they are released
Install and configure the product suite on client environments remotely, onsite and in the cloud environment
Perform analysis on business requirements for clients and report to senior staff or supervisors
Assist in the training and development of new employees and other teammates

14. Implementation Analyst General Responsibilities

Conversion Mastery: Develop mastery of the conversion utilities and processes required to successfully implement products
Data Transformation: Manipulate and transform data into compatible formats using software such as Able2Extract and other proprietary tools and utilities
Instruction Interpretation: Accurately interpret instructions for manipulating data and build logic and rulesets that result in the desired outcome
Conflict Resolution: Identify and resolve conflicts between customer requests and established best practices
Customer Engagement: Engage customers directly regarding issues with their data and settings to facilitate the successful implementation of their products
Data Entry: Complete accurate manual entry of data from multiple sources during the implementation process
Report Analysis: Analyze reports produced through the implementation process to identify problems and make corrections
Issue Documentation: Document issues encountered during the implementation process using account management tools such as Salesforce
Workflow Updating: Update workflows in systems such as Salesforce to properly record work performed, duration and completion of assignments
Billing Initiation: Initiate billing for products and services as a result of work performed for the customer
Deadline Management: Meet strict deadlines and manage multiple projects within defined time frames
Status Communication: Communicate with management regarding the status of assignments along with any obstacles encountered that may hinder the achievement of implementation targets

15. Implementation Analyst Key Accountabilities

Product Implementation: Be responsible for the implementation of the full suite of wealth management products
Client Knowledge: Gain a thorough knowledge of the client’s business, requirements and expectations of the software
Client Support: Assist clients to ensure full utilisation and maximum value of products, providing access to training and support to transition clients
Software Understanding: Comprehensively understand software, system architecture and methods of delivery that are regularly updated
Customer Satisfaction: Ensure that customers are satisfied with the products and services and well supported through phone contact
Feedback Improvement: Obtain customer feedback and continually work to improve products and services
Priority Management: Set priorities and meet deadlines as well as maintain progress on multiple projects
Adaptability: Recognise and meet continually shifting priorities
Team Collaboration: Work closely together as a team, supporting each other on key client accounts
Team Liaison: Liaise with the implementation analyst team lead, data migration and account manager to ensure a successful proposition is implemented for the customer
Query Resolution: Provide timely and succinct responses to client queries, resolving customer requests, complaints and problems
Relationship Management: Assume responsibility for maintaining effective working relations, communications and coordination with company personnel and management
Management Communication: Keep management informed of area activities, changes in competitive conditions and significant problems

16. Implementation Analyst Roles and Details

Tag Management: Implement and maintain web tagging on all web properties using the Tealium tag management solution by partnering with internal developers or vendors
Issue Resolution: Identify, troubleshoot and resolve issues with the tagging code that would impact proper capture of data
Cross-Functional Collaboration: Partner with cross-functional teams, including marketing, operations and development, to tackle pixel or tag implementation requests efficiently within a tag management tool
Tag Validation: Use web debugging tools to perform tag validation and quality assurance
Alert Monitoring: Set up proactive alerts and monitor any breakage
Tag Auditing: Perform tagging audits and data integrity checks on a regular basis to control the tags deployed across the site or app
Requirement Specification: Develop technical tagging requirement specifications for implementation tied to business objectives
Mobile Validation: Use mobile proxy tools to validate analytics tagging across mobile applications and mobile web tagging
Vendor Collaboration: Collaborate with vendors to understand analytics implementation techniques and suggest implementation best practices based on well-defined organization standards
Data Investigation: Provide quick turnaround responses to ad hoc data requests, investigating discrepancies and inconsistencies
Analytics Optimization: Assist in ongoing implementation, testing and optimization of analytics
Campaign Support: Support site testing campaign setup and analysis

17. Implementation Analyst Responsibilities and Key Tasks

Stakeholder Engagement: Build rapport with dealership executive stakeholders and individual contributors, along with the product and engineering leaders
Pain Point Analysis: Anticipate and confirm existing or potential pain points explicitly and through observation
Outcome Validation: Document the desired outcome and validate the solution internally through user acceptance testing and externally with users when deployed to production
Timeline Tracking: Track committed deliverables against deadlines to maintain launch timelines
Process Improvement: Drive product-led implementation process improvements by partnering with implementation, conversion, product and engineering leaders to enable the field teams to be self-serving and efficient
Continuous Learning: Learn from each implementation to continuously improve processes and help colleagues learn and grow in stride
Market Analysis: Track industry trends and the competitive landscape as they pertain to the product, and help define the product improvement strategy to stay ahead of the curve
Documentation Standardization: Be responsible for standardizing documentation, creating consolidated dashboards, validating data currency, identifying opportunities for process improvement, and supporting the implementation department as the owner of implementation tools and resources
Report Development: Aid in the development of reports and milestones
Project Management: Engage in multiple projects concurrently and maintain a basic understanding of project management
Process Documentation: Be responsible for maintaining and enhancing implementation documentation, along with documenting end-to-end processes
Role Support: Support other implementation roles temporarily

18. Implementation Analyst Duties and Roles

Project Coordination: Interact with internal company and external customer or third-party resources to ensure quality, efficient and on-time completion of project implementation
Data Analysis: Analyze data on format and content to assess current client business processes and requirements
Issue Troubleshooting: Perform or monitor varied validation and troubleshooting efforts between infrastructure engineering, coding, data validation and testing
Status Communication: Communicate status of project with senior associates, managers and clients
Benefit Realization: Ensure the intended use of the product or service and realization of expected benefits
Process Improvement: Provide input to improve implementation checklists, processes and procedures
Requirement Translation: Transform business requirements into technical specifications in line with guidelines specified by the digital analytics team
Tracking Implementation: Work with engineers in web and apps teams to implement tracking in iOS, Android apps and websites
Quality Assurance: Help with acceptance criteria and troubleshooting of analytics-related issues and provide quality assurance sign-off for technical implementation
Solution Expertise: Provide subject matter expertise concerning the solution roadmap for tracking across the business

19. Implementation Analyst Roles and Responsibilities

Product Implementation: Coordinate and perform Assurance product implementations and site builds
Data Entry: Analyze and enter client master file information while addressing and eliminating implementation issues
Bridge Development: Write bridge routines and maintain checklists, databases, and issues list updates
Interface Modification: Create required interface modifications to successfully bring data into the product, including logic-based coding of bridge routines
Data Correction: Identify data issues and work with clients to correct them, as well as modify the product to produce accurate and error-free information output
Project Management: Effectively respond to changing project and client needs while balancing multiple ongoing projects
Integration Best Practices: Ensure adherence to integration best practices between Change products and customer EHR and ensure quality delivery of projects
Software Implementation: Perform remote and on-site software implementations and provide follow-up product support for clients via telephone, email, and web-based contact channels
Client Communication: Deliver professional and timely client communications regarding project updates, ongoing support items, and product implementation services
Activity Tracking: Track, organize, and document all product implementation and support-related activities
Technical Documentation: Assist with the creation and maintenance of technical documentation, including hardware and software requirements, end-user technical information, and internal procedures
Product Knowledge: Develop and maintain a full understanding of products and services and stay abreast of relevant industry trends and best practices
Platform Configuration: Configure the orgvue platform to meet specific business requirements
Customer Onboarding: Support the onboarding of all new customers to the orgvue platform through a standardized delivery approach
Methodology Evolution: Continuously evolve the implementation methodology and technology based on feedback from customers over time
Business Scalability: Contribute directly to the scalability of offerings and ultimately the growth trajectory of the overall orgvue business

20. Implementation Analyst Responsibilities

Workflow Assessment: Obtain workflow, data, and operations information through a practice assessment to determine the prioritized needs and requirements for implementation
Requirements Documentation: Document client-facing discussions and requirements, concisely noting timeline implications, scope of work, deliverables, and next steps
Workflow Optimization: Translate unique client requirements into optimized workflows for end users
Workflow Documentation: Create concise workflow documentation for unique client workflows and collaborate with the training services team and other stakeholder teams on the training of such workflows
Clinical System Support: Support the client with clinical admin table build and maintenance within athenaNet, creation of practice-created custom rules, template configuration, order sets, and quick pick management
Quality Setup: Support setup for quality management and reporting
E-Learning Deployment: Facilitate setup for e-learning rollout and monitoring
Design Recommendations: Provide recommendations for configurations and training incorporating best practices of healthcare human-centered design
SME Identification: Assist the client with identification of end-user SMEs (superusers) for enhanced training
Risk Management: Proactively identify potential risks and mitigation strategies and communicate action items and resolutions to the project team and client stakeholders
Client Support Travel: Travel for client support activities and internal meetings
Product Training: Complete all assigned product release training and internal professional development modules
Project Updates: Update internal systems and client-specific project plans to reflect accurate project forecasting and project risks
Team Participation: Actively participate in team meetings, internal assignments, and mentorship opportunities
Progress Meetings: Attend regularly scheduled one-on-one meetings with the assigned implementation project manager

Relevant Information

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