# Business Systems & Database Team

Design and improve CRMs, ERPs, databases, dashboards, internal systems and operational workflows.

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Technology Workforce

# Business Systems & Database Team

Design and improve CRMs, ERPs, databases, dashboards, internal systems and operational workflows.

[View Membership](membership.html)[All Specialists](technology-workforce.html)

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![](assets/img/tech-stack.svg)

Specialists

## Roles in this department

These are examples of the specialist roles available through your membership.

### Business Systems Analyst

Map existing business processes, Gather requirements from stakeholders, Identify software gaps and bottlenecks.

### Systems Analyst

Analyze existing systems and workflows, Identify integration opportunities, Document business and technical requirements.

### CRM Development

Configure CRM fields, pipelines and stages, Build lead capture forms, Create sales workflows and automations.

### ERP Development

Configure ERP modules and workflows, Customize forms, fields and reports, Integrate ERP with CRM or ecommerce.

### Database Administrator

Install and configure database systems, Monitor database health and uptime, Plan backups and recovery procedures.

### Database Developer

Design relational and NoSQL schemas, Create stored procedures and functions, Build data import and export workflows.

### Product Developer

Turn ideas into product concepts, Define features and user flows, Build prototypes or MVP requirements.

### SRD Engineer

Create software requirement documents, Translate business goals into requirements, Write user stories and acceptance criteria.

Task ideas

## What you can request

Below are practical examples of tasks this department can handle.

Business Systems Analyst*Top 10 task ideas*

1. Map existing business processes
2. Gather requirements from stakeholders
3. Identify software gaps and bottlenecks
4. Create workflow diagrams
5. Recommend CRM, ERP or automation improvements
6. Translate business needs into technical tasks
7. Prioritize system enhancements
8. Document user stories and acceptance criteria
9. Support vendor and platform evaluation
10. Help teams improve operational efficiency
Systems Analyst*Top 10 task ideas*

1. Analyze existing systems and workflows
2. Identify integration opportunities
3. Document business and technical requirements
4. Create system diagrams and process maps
5. Recommend software improvements
6. Review data flows between systems
7. Support implementation planning
8. Define reporting and dashboard needs
9. Help prioritize system changes
10. Validate solutions against business goals
CRM Development*Top 10 task ideas*

1. Configure CRM fields, pipelines and stages
2. Build lead capture forms
3. Create sales workflows and automations
4. Integrate CRM with websites and marketing tools
5. Migrate customer data into CRM systems
6. Create dashboards and reports
7. Set up user permissions
8. Customize contact and deal views
9. Document CRM usage processes
10. Improve customer follow-up workflows
ERP Development*Top 10 task ideas*

1. Configure ERP modules and workflows
2. Customize forms, fields and reports
3. Integrate ERP with CRM or ecommerce
4. Support inventory and operations workflows
5. Migrate data into ERP systems
6. Create approval and purchasing flows
7. Build custom dashboards
8. Document business rules
9. Improve user access and permissions
10. Support ERP process improvements
Database Administrator*Top 10 task ideas*

1. Install and configure database systems
2. Monitor database health and uptime
3. Plan backups and recovery procedures
4. Optimize slow queries and indexes
5. Manage users and access permissions
6. Review database security practices
7. Support database migration projects
8. Document schema and maintenance tasks
9. Set up replication where needed
10. Troubleshoot database errors
Database Developer*Top 10 task ideas*

1. Design relational and NoSQL schemas
2. Create stored procedures and functions
3. Build data import and export workflows
4. Develop reporting views and queries
5. Normalize or restructure old databases
6. Create database-driven application features
7. Build data validation rules
8. Support API-to-database integrations
9. Write migration scripts
10. Document data relationships
Product Developer*Top 10 task ideas*

1. Turn ideas into product concepts
2. Define features and user flows
3. Build prototypes or MVP requirements
4. Coordinate product design and development tasks
5. Prioritize product backlog items
6. Analyze user feedback
7. Plan product iterations
8. Create launch checklists
9. Support roadmap decisions
10. Document product requirements
SRD Engineer*Top 10 task ideas*

1. Create software requirement documents
2. Translate business goals into requirements
3. Write user stories and acceptance criteria
4. Define system boundaries and workflows
5. Document functional and non-functional needs
6. Create feature specifications
7. Support scope clarification
8. Prepare handoff documents for developers
9. Maintain requirement change logs
10. Align stakeholders before development starts

## Ready to use Metasoft as your shared technology team?

Tell us what you are building and we will help you choose the right membership path.

[Contact Metasoft](contact.html)