Project Portfolio 

CRM - Salesforce

33

countries

45

offices

Taxonomy, Sales process, Dashboards & Reports

Delivering changes across 2 x Salesforce Platforms spanning 33 countries:

• Strategy and Target Operating Model alignment

• Global process implementation

• One customer view across markets and countries

• Enhanced cross sell and up sell opportunities

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Buying & Trading Tools

2

platforms

6

agencies

Delivery of media buying & trading software

Implementation of 2 x software platforms

• Delivering process automation across both media buying and programmatic trading

• Implementing new and updated controls and workflows to reduce risk

• Improving client management and retention

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Collaboration Tool

45

offices

80k

employees

Delivery of Jive's collaboration platform

Implementation of a collaboration platform

• Enabling improved communication across all teams and business units

• Improving client business development through cross team knowledge share

• Speeding up team projects with collaboration and document share features

Target Operating Model

2

divisions

27

departments

Design of TOM across Retail and Business Banking

Identification and design of a new TOM and accompanying Business Case

• Merging back office functions across Retail and Business banking divisions to provide cost and efficiency savings

• Identifying obsolete products with client migration to current product suite

Client Exit & Migration

3

companies

10y

data

Migration of a client to a competitor

Exit of an existing fund management client of 10 years to a competitor

• Identifying data and IP for assessment, preparation and migration

• Creation and implementation of 'To Be' model across customer support, tax regulation requirements and reporting departments

Savings Products

4

companies

12k

branches

Launch of new online Saving and Bond Products

Design and launch of UK Retailer's first online only Saving products

• Management of platform and UX design requirements, build and test

• Creation and implementation of TOM across 4 x companies for product management and support

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White Label FX Card

3

companies

20+

Team

Creation of a new white label Travel Money Card

Partnering with a third party supplier to create a new white label product 

• Design and implementation of product features and sales strategy

• Delivery of TOM across 2 x companies to define and agree logistics, customer and product, support, comms, training and ongoing  roadmap development

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Mortgage Products

3

platforms

15+

team

Enabling faster to market Mortgage products

Troubleshooting and delivering a failing agile project

• Delivery of technical changes across 3 x platforms to shorten new mortgage creation timeline from 6 months to 3 months

• Creation and implementation of new mortage sales and marketing documentation and training material

Insurance Product

3

platforms

20+

team

Roll out of white labelfund insurance product

Partnering with a third party supplier to deliver a new fund insurance product

• Design and development of product features

• Identification, and implementation of digital Platform changes 

• Creation of TOM across 2 x companies to define, agree and implement sales and support processes