Lead D365 Business Analyst - Supply Chain

Career Area:

Job Description:

Your Work Shapes the World at Caterpillar Inc.

When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other.  We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.

Job Summary

Caterpillar is seeking a Lead Digital Business Analyst – Supply Chain to lead discovery, analysis, and solution definition for supply chain capabilities within our digital products and ERP ecosystem (including Microsoft Dynamics 365 Supply Chain Management). This role partners with Supply Chain, Operations, Logistics, and IT stakeholders to translate complex operational needs into clear requirements, user stories, data definitions, and testable acceptance criteria—ensuring solutions are scalable, secure, and aligned to business outcomes.

The supply chain capability roadmap supports improved service levels, optimized inventory, better planning accuracy, streamlined procure-to-pay and order-to-fulfill execution, and increased visibility through reporting and analytics. You will influence cross-functional decisions and help establish repeatable approaches to requirements, testing, and measurement.

What You Will Do

Business Analysis Leadership & Discovery:

• Alongside product managers, lead discovery with Supply Chain, Operations, and IT to understand objectives, pain points, risks, constraints, and dependencies; establish problem statements, scope boundaries, and measurable outcomes.

Supply Chain Solution & Requirements Ownership

• Own the end-to-end requirements lifecycle for supply chain capabilities (intake, analysis, prioritization support, documentation, traceability, and change control). Stay current with Microsoft D365 Supply Chain updates and recommend features that improve service, cost, and cycle time performance.

Requirements, Process & Data Definition:

• Facilitate workshops to elicit, analyze, and document complex supply chain requirements; produce clear process maps, business rules, and functional specifications across core supply chain domains (planning, procurement, inventory, warehousing, transportation, and fulfillment).
• Partner with product managers, engineers, Microsoft, and implementation partners to translate requirements into user stories and acceptance criteria, including exception handling, controls, role-based security, and auditability considerations where applicable.
• Liaison between business stakeholders, Dealers, and delivery teams—driving decisions, resolving ambiguities, and maintaining alignment on scope and expected outcomes.
• Define reporting, analytics, and data needs (KPIs, dimensions, master data, and data quality rules) to ensure supply chain insights are accurate, timely, and trusted.
• Coordinate with other product and process leads to manage cross-functional dependencies (finance, manufacturing, customer service/sales, quality, and integrations) and support governance for requirement changes and prioritization.

Delivery Partnership & Validation:

• Partner with delivery teams to validate solution designs against requirements, ensuring usability, security, and operational controls meet Caterpillar standards.
• Support user acceptance testing (UAT) and training with business stakeholders; ensure test scenarios, expected results, and sign-offs are traceable to requirements, and prioritize issues for remediation through release cycles.
• Create clear stakeholder-ready materials (walkthroughs, demos, process documentation) that explain supply chain solution changes and support adoption.
• Develop process walkthroughs and functional demo materials to communicate how the dealer supply chain template supports business scenarios and controls.
• Release Management:
• Coordinate and validate requirements readiness (scope, assumptions, process impacts, acceptance criteria) to support timely, high-quality software releases.
• Facilitate backlog refinement and stakeholder communication to ensure business value delivery.
• Partner with cross-functional teams to manage process and integration dependencies, document decisions, and maintain end-to-end traceability from requirements through deployment.

Stakeholder Management

• Build and maintain strong relationships with key stakeholders, including Cat Converge Product Managers, Cat Digital leads, external vendors, and Caterpillar Dealers.

Change Management

• Work in conjunction with the Dealer Advisory Board to identify opportunities to improve Dealer processes, drive operational consistency through the ERP template, and identify change management requirements for Dealers.

User Training

• Support dealer enablement to deliver user training programs, provide ongoing support, and address user issues / enhancement requests.

Support

• Produce product documentation for supply chain capabilities and collaborate with the Support team to generate adequate support materials, workflows, and playbooks to ensure Dealer use of the product. Assist where needed in remediating support issues through roadmap / delivery team adjustments.

What You Will Have:

• ERP & Systems Knowledge (MS Dynamics 365 Supply Chain focus)
  • Hands-on experience with Microsoft Dynamics 365 Supply Chain Management (or other related ERP/SCM) in a product or process analysis role.
  • Understanding of ERP system functionality and integration with external applications.
  • Knowledge of Supply Chain product lifecycle management, including adoption and change management.
• Business Analysis: Knowledge of business analysis and the set of tasks, techniques and tools required to identify business needs; ability to recommend solutions that deliver value to stakeholders.
• Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Software Product Business Knowledge: Knowledge of and experience with the business aspects and operation of a software product; ability to manage install base, current uses, future plans, and product vision.
• Software Problem Management: Knowledge of strategies, practices and tools for resolving software problems; ability to manage software problems in installed software products.
• Software Change Request Management: Knowledge of software change request management; ability to manage software product change requests from customers, prospective customers, vendors, and internal staff.
• User Acceptance Testing (UAT): Knowledge of UAT activities, tasks, tools and techniques; ability to design, implement and evaluate acceptance tests for end-users.

Considerations For Top Candidates:

• Experience delivering ERP or complex supply chain transformation initiatives; Dynamics 365 SCM experience preferred.
• Bachelor’s degree in Supply Chain, Business Administration, Information Systems, or equivalent practical experience.
• Experience as a Product Owner, Supply Chain Analyst, Digital Business Analyst, or Supply Chain Process Lead.
• Experience with global dealer networks, manufacturing, industrial supply chains, or the rental industry.
• Experience leading cross-functional teams through product delivery, change management, training, and adoption.
• Experience leading business analysis, product ownership, or process improvement for ERP or large-scale supply chain solutions.
• Hands-on experience with Microsoft Dynamics 365 Supply Chain Management or a comparable ERP/SCM platform, including integrations with other applications.
• Strong knowledge of demand planning, procurement, inventory optimization, warehousing, transportation, and order fulfillment.
• Ability to identify process gaps and translate complex business needs into process maps, functional requirements, user stories, business rules, and testable acceptance criteria.
• Experience using supply chain data, KPIs, dashboards, and reporting tools such as Power BI or Dynamics 365 to identify improvement opportunities.
• Experience supporting Agile/Scrum delivery, backlog refinement, testing, releases, and stakeholder reviews.
• Strong analytical, facilitation, presentation, negotiation, and written communication skills, with the ability to align business and technical stakeholders.
• Ability to balance competing priorities, manage dependencies and risks, and drive decisions focused on measurable business outcomes.

Additional Details

• Ability to travel up to 20%, typically to digital hubs and dealer locations in various regions.

Summary Pay Range:

Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar. 

Benefits:

Subject to plan eligibility, terms, and guidelines. This is a summary list of benefits.

• Medical, dental, and vision benefits*

• Paid time off plan (Vacation, Holidays, Volunteer, etc.)*

• 401(k) savings plans*

• Health Savings Account (HSA)*

• Flexible Spending Accounts (FSAs)*

• Health Lifestyle Programs*

• Employee Assistance Program*

• Voluntary Benefits and Employee Discounts*

• Career Development*

• Incentive bonus*

• Disability benefits

• Life Insurance

• Parental leave

• Adoption benefits

• Tuition Reimbursement

* These benefits also apply to part-time employees

Posting Dates:

Any offer of employment is conditioned upon the successful completion of a drug screen.

Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities.  Qualified applicants of any age are encouraged to apply.

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