Paul Bartram
Technical Business Analyst at Fidelity Life- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Agile Certified Practitioner (PMI-ACP)
Project Management InstituteJan, 2013- Oct, 2024 -
Project Management Professional (PMP)
Project Management InstituteJan, 2007- Oct, 2024
Experience
-
Fidelity Life
-
United States
-
Insurance
-
1 - 100 Employee
-
Technical Business Analyst
-
Apr 2023 - Present
Working on Fidelity’s Microsoft Dynamics CRM and policy/claims administrations system Working on Fidelity’s Microsoft Dynamics CRM and policy/claims administrations system
-
-
-
Westpac New Zealand
-
New Zealand
-
Banking
-
700 & Above Employee
-
Business Analyst
-
Sep 2020 - Apr 2023
Working on requirements for: SBI 365 - the move from payments settled only on business days to 365 days a year ISO 20022 - transitioning high value and international SWIFT payments to the new standard MSD overseas pension payments migration to a new payment process including sanctions, AML and FATCA compliance. Westpac’s Microsoft Dynamics CRM and lending system RBNZ BS11 compliance changes Working on requirements for: SBI 365 - the move from payments settled only on business days to 365 days a year ISO 20022 - transitioning high value and international SWIFT payments to the new standard MSD overseas pension payments migration to a new payment process including sanctions, AML and FATCA compliance. Westpac’s Microsoft Dynamics CRM and lending system RBNZ BS11 compliance changes
-
-
-
HealthShare Limited (NZ)
-
New Zealand
-
Hospitals and Health Care
-
1 - 100 Employee
-
Business Analyst
-
Aug 2018 - Sep 2020
Working on the eSPACE programme delivering the Midland Clinical Portal across the Midland DHBs (Taranaki, Waikato, Lakes, Bay of Plenty and Tairahiwti). I have been involved in preparing the Lakes DHB for transition to the new platform, gathering requirements for and functionally specifying a regional Mental Health system and delivery of the NZ ePrescription capability to the region. Work has included analysis of HL7 messaging, interoperability initiatives using FHIR and XDS APIs along with provision of community access to DHB records and vice versa. Show less
-
-
-
Bay of Plenty Regional Council
-
New Zealand
-
Government Administration
-
200 - 300 Employee
-
Business Analyst
-
Apr 2018 - Jul 2018
Working on a number of projects including upgrading payments systems and mobile administration of habourmaster activities Working on a number of projects including upgrading payments systems and mobile administration of habourmaster activities
-
-
-
The University of Waikato
-
New Zealand
-
Higher Education
-
700 & Above Employee
-
Senior Business Analyst
-
Jun 2017 - Jan 2018
Working on the LMS project as part of the scrum team consolidating the University learning management systems around Moodle 3.3. Involves upgrade for some faculties and migration off proprietary systems for others. Includes data migration, new processes, additional plug-in features and external integration to third-party products such as TurnItIn plagiarism detection and Panopto video hosting and creation platform. Wide range of tasks including requirements gathering and analysis, gap analysis, process mapping and change implementation, configuration mapping, and implementation and handover planning. Show less
-
-
-
-
Technical Business Analyst/Systems Analyst
-
Nov 2016 - May 2017
Responsible for the integration of various third-party web-based products with university staff and/or students data. These include MyCareer, a local implementation of Symplicity's Career Services Management system, RMSS Heath & Safety reporting, recording and risk mitigation system. Included process and data flow mapping, integration interface specification and implementation support for the responsible university departments. Responsible for the integration of various third-party web-based products with university staff and/or students data. These include MyCareer, a local implementation of Symplicity's Career Services Management system, RMSS Heath & Safety reporting, recording and risk mitigation system. Included process and data flow mapping, integration interface specification and implementation support for the responsible university departments.
-
-
-
nib New Zealand
-
New Zealand
-
Insurance
-
100 - 200 Employee
-
Senior Business Analyst
-
Jun 2015 - Oct 2016
Working with a team using Scrum on nib's acquisition of the OnePath medical health insurance book. Initially migrating ANZ in-house advisers into nib sales and distribution network and then migrating all customer, policy, history, adviser commission, customer document and payment details into nib's policy administration systems. Working with a team using Scrum on nib's acquisition of the OnePath medical health insurance book. Initially migrating ANZ in-house advisers into nib sales and distribution network and then migrating all customer, policy, history, adviser commission, customer document and payment details into nib's policy administration systems.
-
-
-
-
Business Analyst
-
Jan 2015 - May 2015
Worked with a team using Scrum to re-factor Westpac business processes for Westpac's acquisition of the Airpoints credit card loyalty program. Included all processes for the rapid on-boarding of customers from Airpoints data and an online portal into Westpac databases ensuring customer verification, AML and FATCA compliance requirements were met along with updating branch and contact centre processes to be fit for purpose. Worked with a team using Scrum to re-factor Westpac business processes for Westpac's acquisition of the Airpoints credit card loyalty program. Included all processes for the rapid on-boarding of customers from Airpoints data and an online portal into Westpac databases ensuring customer verification, AML and FATCA compliance requirements were met along with updating branch and contact centre processes to be fit for purpose.
-
-
-
-
Senior Business Analyst
-
Sep 2014 - Dec 2014
PCI-DSS compliance project: Working through submission of the PCI-DSS Self-Assessment Questionnaire (SAQ) and supporting documentation for nib's assement, remediation and compliance reporting effort. Top to bottom investigation and documentation of credit card payment systems, network security and company processes. PCI-DSS compliance project: Working through submission of the PCI-DSS Self-Assessment Questionnaire (SAQ) and supporting documentation for nib's assement, remediation and compliance reporting effort. Top to bottom investigation and documentation of credit card payment systems, network security and company processes.
-
-
-
ASB Bank
-
New Zealand
-
Banking
-
700 & Above Employee
-
Technical Business Analyst
-
Aug 2014 - Sep 2014
Part of a team developing a credit card portal for business customers allowing businesses to manage credit cards issued to their staff. Included ability to issue, cancel, replace and change limits in real time rather than using the branch application process.
-
-
Technical Business Analyst
-
Feb 2014 - Jul 2014
Part of an agile development team creating API functionality for core banking, implementing a developer portal and opening up the banks systems and data for third party developers. My role was to investigate and elicit core banking business rules deeply embedded in legacy systems in a timely manner for the scrum team to incorporate into the API. Documentation was created and maintained using Confluence and SharePoint.
-
-
-
-
Project Manager
-
2010 - 2013
My role was to manage BAU and Exigen-enabler projects for AMI. These included:* PCI DSS compliance via token billing for credit card direct debits* Direct Credits with email remittance for Suppliers* Direct Credits for earthquake claimants* Over Cap discount for earthquake claimants* Bulk Temporary Accommodation for earthquake claimants* Home Remediation (move to Sum Insured) phase 1* Numerous rate and excess reviews
-
-
EAE/LINC Developer
-
2008 - 2010
A support and development role for AMI's boutique motor insurance company serving classic and non-standard car and driver insurance. Included numerous developments from bug fixing to mini-projects with development from raw requirements, functional specification through to deployment
-
-
-
-
EAE/LINC Developer
-
Jan 2005 - Oct 2008
Support & Development of Lumley's and Westpac's Insurance systems, Developments included: * Web services for supplying Policy Data to Guidewire ClaimCenter * Claims Creditors for linking multiple claims to a single creditor payment * Reinsurance treaty support * Mainframe to Windows server migration project * Business analysis, coding or testing depending on project Support & Development of Lumley's and Westpac's Insurance systems, Developments included: * Web services for supplying Policy Data to Guidewire ClaimCenter * Claims Creditors for linking multiple claims to a single creditor payment * Reinsurance treaty support * Mainframe to Windows server migration project * Business analysis, coding or testing depending on project
-
-
-
-
Project Manager
-
May 2004 - 2005
Manage the Unisys Upgrade project for mission-critical Lumley and Westpac production and development environments whose aims included: * A-series mainframe to Libra Server migration * LINC II mainframe to PC-based EAE 3R3 development environment migration * Upgrade to in-support levels of system.software * Introduction of browser-based UI to gradually replace green-screen UI Manage the Unisys Upgrade project for mission-critical Lumley and Westpac production and development environments whose aims included: * A-series mainframe to Libra Server migration * LINC II mainframe to PC-based EAE 3R3 development environment migration * Upgrade to in-support levels of system.software * Introduction of browser-based UI to gradually replace green-screen UI
-
-
-
-
Project Manager/Feature Lead OS2200 Platform
-
1999 - 2004
Run the OS2200 platform worldwide support team and manage OS2200 content for software releases. * EAE 3r1 - Move from mainframe to PC base for software development environment * EAE 3r2 - numerous new features * EAE 3r3 - numerous new features * AB Suite architecture analysis Run the OS2200 platform worldwide support team and manage OS2200 content for software releases. * EAE 3r1 - Move from mainframe to PC base for software development environment * EAE 3r2 - numerous new features * EAE 3r3 - numerous new features * AB Suite architecture analysis
-
-
-
Abbey National plc
-
United Kingdom
-
Banking
-
Consultant Analyst/Programmer
-
1996 - 1999
Support & development for transaction & back office systems for Abbey's Bank Account and various savings products including * Safeway Customer Loyalty Card based on Visa Electron * Visa "electronic purse" smart card pilot * Migration of National & Provincial account data on merger with Abbey National * Mortgage, Savings and Bank Account updates * Business analysis, coding or testing as required per project Support & development for transaction & back office systems for Abbey's Bank Account and various savings products including * Safeway Customer Loyalty Card based on Visa Electron * Visa "electronic purse" smart card pilot * Migration of National & Provincial account data on merger with Abbey National * Mortgage, Savings and Bank Account updates * Business analysis, coding or testing as required per project
-
-
-
SG Hambros
-
United Kingdom
-
Investment Banking
-
Consultant Analyst
-
1994 - 1995
Development of the Automated Money Transfer system for handling domestic and international payments * Computerise paper-based system for handling inter-bank payments * Process included CHAPS, SWIFT and HEDLINE payments * Include money laundering reporting for Bank of England * Include real-time on-screen payments matching process * Business analysis from raw requirements through to functional and system specification Development of the Automated Money Transfer system for handling domestic and international payments * Computerise paper-based system for handling inter-bank payments * Process included CHAPS, SWIFT and HEDLINE payments * Include money laundering reporting for Bank of England * Include real-time on-screen payments matching process * Business analysis from raw requirements through to functional and system specification
-
-
Education
-
1995 - 1997
Nene College, Northampton
Diploma, Computer Studies -
1970 - 1977
Netteswell Comprehensive
A levels, Biology
Community
