Project Portfolio 

Projects and Programmes

A selection of projects and programmes to highlight just some of the successful change and transformation deliveries achieved over a 16+ year career. 

 
  • 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

  • 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

  • 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

 
  • 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

  • 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 

 

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