Project Management Consultant

• Jun 2021 - Present

Company Owner

• May 2011 - Present

Having built an array of experience as a Senior Business Analyst in the Financial Services Sector I am a globally versatile consultant looking to add value to FS clients. EXPERTISE • Experience of various project management methodologies • Workshop facilitation • Problem Solving and Incident Management • Process Modelling using Blueworks, BPMN and Visio • SharePoint • RBS Qualified Business Process Mapping Facilitator • Practical experience with LEAN/ Six Sigma… Show more Having built an array of experience as a Senior Business Analyst in the Financial Services Sector I am a globally versatile consultant looking to add value to FS clients. EXPERTISE • Experience of various project management methodologies • Workshop facilitation • Problem Solving and Incident Management • Process Modelling using Blueworks, BPMN and Visio • SharePoint • RBS Qualified Business Process Mapping Facilitator • Practical experience with LEAN/ Six Sigma business methodology’s • Excellent senior stakeholder/third party supplier management skills, strong communication and presentation skills. • Experienced conductor and participant in User Acceptance Testing & Business Acceptance Testing • Modelling Tools Experience: Visio, Visual Paradigm, MS Project, Excel, Power Point & Access Databases Show less Having built an array of experience as a Senior Business Analyst in the Financial Services Sector I am a globally versatile consultant looking to add value to FS clients. EXPERTISE • Experience of various project management methodologies • Workshop facilitation • Problem Solving and Incident Management • Process Modelling using Blueworks, BPMN and Visio • SharePoint • RBS Qualified Business Process Mapping Facilitator • Practical experience with LEAN/ Six Sigma… Show more Having built an array of experience as a Senior Business Analyst in the Financial Services Sector I am a globally versatile consultant looking to add value to FS clients. EXPERTISE • Experience of various project management methodologies • Workshop facilitation • Problem Solving and Incident Management • Process Modelling using Blueworks, BPMN and Visio • SharePoint • RBS Qualified Business Process Mapping Facilitator • Practical experience with LEAN/ Six Sigma business methodology’s • Excellent senior stakeholder/third party supplier management skills, strong communication and presentation skills. • Experienced conductor and participant in User Acceptance Testing & Business Acceptance Testing • Modelling Tools Experience: Visio, Visual Paradigm, MS Project, Excel, Power Point & Access Databases Show less

Lead Business Process Consultant

• Mar 2020 - Jun 2021

Stellar Omada is an Information Technology and Services company specialising in Programme Delivery and Service Management. Working across a number of industries, Stellar Omada aims to become a leading force in programme delivery within the U.K. Based in Edinburgh, and servicing clients UK wide, Stellar Omada is made up of a number of experienced and talented individuals capable of leading organisations through complex transformation and programme deliveries. Our Managed Service… Show more Stellar Omada is an Information Technology and Services company specialising in Programme Delivery and Service Management. Working across a number of industries, Stellar Omada aims to become a leading force in programme delivery within the U.K. Based in Edinburgh, and servicing clients UK wide, Stellar Omada is made up of a number of experienced and talented individuals capable of leading organisations through complex transformation and programme deliveries. Our Managed Service offering provides software testing activities by a flexible and highly talented team of specialists in the marketplace. Setting the Test Strategy to improve maturity and cost effectiveness, Test planning, Test design/preparation, Test execution/defect management, Test reporting/governance, Test automation and robotics. Show less Stellar Omada is an Information Technology and Services company specialising in Programme Delivery and Service Management. Working across a number of industries, Stellar Omada aims to become a leading force in programme delivery within the U.K. Based in Edinburgh, and servicing clients UK wide, Stellar Omada is made up of a number of experienced and talented individuals capable of leading organisations through complex transformation and programme deliveries. Our Managed Service… Show more Stellar Omada is an Information Technology and Services company specialising in Programme Delivery and Service Management. Working across a number of industries, Stellar Omada aims to become a leading force in programme delivery within the U.K. Based in Edinburgh, and servicing clients UK wide, Stellar Omada is made up of a number of experienced and talented individuals capable of leading organisations through complex transformation and programme deliveries. Our Managed Service offering provides software testing activities by a flexible and highly talented team of specialists in the marketplace. Setting the Test Strategy to improve maturity and cost effectiveness, Test planning, Test design/preparation, Test execution/defect management, Test reporting/governance, Test automation and robotics. Show less

Lead Business Process Consultant

• Feb 2020 - Jun 2021

IT Security Business Analyst

• Feb 2019 - Feb 2020

Technology Transformation Technology Transformation

Business Architect

• Jun 2017 - Feb 2019

Senior Business Analyst

• Nov 2016 - Jun 2017

Define and manage the documentation of business requirements and traceability matrices Creation of Business Operating Model (BOM) & processes Business Readiness lead Develop and manage Business Impact Assessments Ensure compliance with all governance, risk and project reporting requirements Define and manage the documentation of business requirements and traceability matrices Creation of Business Operating Model (BOM) & processes Business Readiness lead Develop and manage Business Impact Assessments Ensure compliance with all governance, risk and project reporting requirements

Senior Business Analyst, Williams & Glyn Delivery

• Aug 2014 - Aug 2016

• Requirements Development: Facilitation of workshops to analyse, define and prioritise requirements and agreeing outcomes to ensure robust requirements development and approval. • Requirements Management: Define and manage the documentation of business requirements (including catalogues and traceability matrices) • Creation of L2 Target Operating Model (TOM) & L2 End to End process design • Creation of L3 Business Operating Model (BOM) & L3 Processes • Creation of L4 BOM & L4… Show more • Requirements Development: Facilitation of workshops to analyse, define and prioritise requirements and agreeing outcomes to ensure robust requirements development and approval. • Requirements Management: Define and manage the documentation of business requirements (including catalogues and traceability matrices) • Creation of L2 Target Operating Model (TOM) & L2 End to End process design • Creation of L3 Business Operating Model (BOM) & L3 Processes • Creation of L4 BOM & L4 Processes • Chair Project Working Group & Project Control Committee • Lead analyst for the delivery and stand-up of Offshore and Onshore teams • Management of 3 Business Analysts • Develop, Analyse & Evaluate Technical & Business change proposals • Management of Risks & Issues • Coordinating business users for Early Proving cycles. • Confirmed Readiness lead Show less • Requirements Development: Facilitation of workshops to analyse, define and prioritise requirements and agreeing outcomes to ensure robust requirements development and approval. • Requirements Management: Define and manage the documentation of business requirements (including catalogues and traceability matrices) • Creation of L2 Target Operating Model (TOM) & L2 End to End process design • Creation of L3 Business Operating Model (BOM) & L3 Processes • Creation of L4 BOM & L4… Show more • Requirements Development: Facilitation of workshops to analyse, define and prioritise requirements and agreeing outcomes to ensure robust requirements development and approval. • Requirements Management: Define and manage the documentation of business requirements (including catalogues and traceability matrices) • Creation of L2 Target Operating Model (TOM) & L2 End to End process design • Creation of L3 Business Operating Model (BOM) & L3 Processes • Creation of L4 BOM & L4 Processes • Chair Project Working Group & Project Control Committee • Lead analyst for the delivery and stand-up of Offshore and Onshore teams • Management of 3 Business Analysts • Develop, Analyse & Evaluate Technical & Business change proposals • Management of Risks & Issues • Coordinating business users for Early Proving cycles. • Confirmed Readiness lead Show less

Senior Business Analyst, FATCA Programme

• Jul 2013 - Aug 2014

• Lead Senior Business Analyst on the Analytics and Onboarding Maintenance Workstream • Lead Analyst for the delivery of the technical solution to adhere to the incoming regulation changes in relation to the Foreign Accounting Tax Compliance Act (FATCA) • Management of 2 Business Analysts • Workstream planning • Location strategy & Offshoring • Management of Ulster Bank User Acceptance Testing • Implementation management of the Ulster Bank platforms into Group… Show more • Lead Senior Business Analyst on the Analytics and Onboarding Maintenance Workstream • Lead Analyst for the delivery of the technical solution to adhere to the incoming regulation changes in relation to the Foreign Accounting Tax Compliance Act (FATCA) • Management of 2 Business Analysts • Workstream planning • Location strategy & Offshoring • Management of Ulster Bank User Acceptance Testing • Implementation management of the Ulster Bank platforms into Group solution • Complete comprehensive analysis of business requirements • Creation of L3 BOM • Preparation of Business Readiness documentation • Ensure compliance with all governance, risk and project reporting requirements Show less • Lead Senior Business Analyst on the Analytics and Onboarding Maintenance Workstream • Lead Analyst for the delivery of the technical solution to adhere to the incoming regulation changes in relation to the Foreign Accounting Tax Compliance Act (FATCA) • Management of 2 Business Analysts • Workstream planning • Location strategy & Offshoring • Management of Ulster Bank User Acceptance Testing • Implementation management of the Ulster Bank platforms into Group… Show more • Lead Senior Business Analyst on the Analytics and Onboarding Maintenance Workstream • Lead Analyst for the delivery of the technical solution to adhere to the incoming regulation changes in relation to the Foreign Accounting Tax Compliance Act (FATCA) • Management of 2 Business Analysts • Workstream planning • Location strategy & Offshoring • Management of Ulster Bank User Acceptance Testing • Implementation management of the Ulster Bank platforms into Group solution • Complete comprehensive analysis of business requirements • Creation of L3 BOM • Preparation of Business Readiness documentation • Ensure compliance with all governance, risk and project reporting requirements Show less

Senior Change Analyst

• Jun 2013 - Jul 2013

Cashback Plus The Cashback Plus proposition is the 1st free debit card reward programme in the UK and the first debit card loyalty being launched by RBSG. Customers can earn at least 1% on qualifying purchases in CashbackPlus rewards at top high street retailers just by using their Debit card. The Cashback Plus rewards earned in this unique proposition are fully funded by the participating retailers. The CashbackPlus proposition will enhance and drive the capabilities of debit cards… Show more Cashback Plus The Cashback Plus proposition is the 1st free debit card reward programme in the UK and the first debit card loyalty being launched by RBSG. Customers can earn at least 1% on qualifying purchases in CashbackPlus rewards at top high street retailers just by using their Debit card. The Cashback Plus rewards earned in this unique proposition are fully funded by the participating retailers. The CashbackPlus proposition will enhance and drive the capabilities of debit cards, improve customer retention and drive main banking targets. Responsibilities included: • Gathering information from Products, Marketing, Compliance and Third parties. • Workshop facilitation with stakeholders to document business requirements. • Management & Administration of Programme SharePoint. • Management of Risks & Issues Show less Cashback Plus The Cashback Plus proposition is the 1st free debit card reward programme in the UK and the first debit card loyalty being launched by RBSG. Customers can earn at least 1% on qualifying purchases in CashbackPlus rewards at top high street retailers just by using their Debit card. The Cashback Plus rewards earned in this unique proposition are fully funded by the participating retailers. The CashbackPlus proposition will enhance and drive the capabilities of debit cards… Show more Cashback Plus The Cashback Plus proposition is the 1st free debit card reward programme in the UK and the first debit card loyalty being launched by RBSG. Customers can earn at least 1% on qualifying purchases in CashbackPlus rewards at top high street retailers just by using their Debit card. The Cashback Plus rewards earned in this unique proposition are fully funded by the participating retailers. The CashbackPlus proposition will enhance and drive the capabilities of debit cards, improve customer retention and drive main banking targets. Responsibilities included: • Gathering information from Products, Marketing, Compliance and Third parties. • Workshop facilitation with stakeholders to document business requirements. • Management & Administration of Programme SharePoint. • Management of Risks & Issues Show less

Senior Business Analyst, Retail Change Management & Risk Infrastructure & Optimisation (UK Retail Ri

• May 2011 - May 2013

Retail Transformation Programme The Multi Channel Sales (MCS) programme is designed to deliver a more flexible modular sales process. MCS will use a flexible Decisioning platform to support the delivery of the new customer journey and proposed benefits. The Customer Decisioning Programme will provide Decisioning capability via Chordiant Decision Manager (CDM), through the delivery of a series of services that allow MCS to access the Decisioning making capabilities of CDM… Show more Retail Transformation Programme The Multi Channel Sales (MCS) programme is designed to deliver a more flexible modular sales process. MCS will use a flexible Decisioning platform to support the delivery of the new customer journey and proposed benefits. The Customer Decisioning Programme will provide Decisioning capability via Chordiant Decision Manager (CDM), through the delivery of a series of services that allow MCS to access the Decisioning making capabilities of CDM. Responsibilities included: • Information Gathering from a range of stakeholders • Complete comprehensive analysis of MCS business requirements. • Workshop facilitation with stakeholders and business representatives to document business requirements. • Exposure to Project Planning in terms of agreeing terms of reference, scope and deliverables. • Management & Administration of Programme SharePoint • Develop, Analyse & Evaluate Business change proposals • Chair Project Working Group & Project Control Committee • Analyse and define proposed screen flow/process requirements. • Creation of Target Operating Model and Business Operating Model • Preparation of Business Readiness documentation (training material & plans) • Ensure compliance with all governance, risk and project reporting requirements Show less Retail Transformation Programme The Multi Channel Sales (MCS) programme is designed to deliver a more flexible modular sales process. MCS will use a flexible Decisioning platform to support the delivery of the new customer journey and proposed benefits. The Customer Decisioning Programme will provide Decisioning capability via Chordiant Decision Manager (CDM), through the delivery of a series of services that allow MCS to access the Decisioning making capabilities of CDM… Show more Retail Transformation Programme The Multi Channel Sales (MCS) programme is designed to deliver a more flexible modular sales process. MCS will use a flexible Decisioning platform to support the delivery of the new customer journey and proposed benefits. The Customer Decisioning Programme will provide Decisioning capability via Chordiant Decision Manager (CDM), through the delivery of a series of services that allow MCS to access the Decisioning making capabilities of CDM. Responsibilities included: • Information Gathering from a range of stakeholders • Complete comprehensive analysis of MCS business requirements. • Workshop facilitation with stakeholders and business representatives to document business requirements. • Exposure to Project Planning in terms of agreeing terms of reference, scope and deliverables. • Management & Administration of Programme SharePoint • Develop, Analyse & Evaluate Business change proposals • Chair Project Working Group & Project Control Committee • Analyse and define proposed screen flow/process requirements. • Creation of Target Operating Model and Business Operating Model • Preparation of Business Readiness documentation (training material & plans) • Ensure compliance with all governance, risk and project reporting requirements Show less

Senior Business Analyst

• Jan 2011 - May 2011

The FSA’s Retail Distribution Review (RDR) requirements come into effect from 31 December 2012. The FSA have set out three key measures they regard as most fundamental to delivering the desired market outcomes that will materially alter and improve the interactions between consumers and the industry, i.e. improve the clarity with which firms describe their services to consumers; address the potential for adviser remuneration to distort consumer outcomes; and increase the professional… Show more The FSA’s Retail Distribution Review (RDR) requirements come into effect from 31 December 2012. The FSA have set out three key measures they regard as most fundamental to delivering the desired market outcomes that will materially alter and improve the interactions between consumers and the industry, i.e. improve the clarity with which firms describe their services to consumers; address the potential for adviser remuneration to distort consumer outcomes; and increase the professional standards of investment advisers. Responsibilities included: • Conducting detailed analysis of current Adviser Charge process • Complete comprehensive analysis of Capita/Prudential business requirements • Workshop facilitation with stakeholders and business representatives to document requirements • Definition of future “TO-BE” target operating models for UK and also off shore centres. • Design of training material to enable implementation of new processes. • Analyse and define proposed screen flows for each transition. • Creation of Business Operating Modules. Show less The FSA’s Retail Distribution Review (RDR) requirements come into effect from 31 December 2012. The FSA have set out three key measures they regard as most fundamental to delivering the desired market outcomes that will materially alter and improve the interactions between consumers and the industry, i.e. improve the clarity with which firms describe their services to consumers; address the potential for adviser remuneration to distort consumer outcomes; and increase the professional… Show more The FSA’s Retail Distribution Review (RDR) requirements come into effect from 31 December 2012. The FSA have set out three key measures they regard as most fundamental to delivering the desired market outcomes that will materially alter and improve the interactions between consumers and the industry, i.e. improve the clarity with which firms describe their services to consumers; address the potential for adviser remuneration to distort consumer outcomes; and increase the professional standards of investment advisers. Responsibilities included: • Conducting detailed analysis of current Adviser Charge process • Complete comprehensive analysis of Capita/Prudential business requirements • Workshop facilitation with stakeholders and business representatives to document requirements • Definition of future “TO-BE” target operating models for UK and also off shore centres. • Design of training material to enable implementation of new processes. • Analyse and define proposed screen flows for each transition. • Creation of Business Operating Modules. Show less

Senior Business Analyst, Chief Operating Office, Corporate Banking

• Aug 2009 - Jan 2011

Lending Transformation The Lending Transformation programme is looking at the current lending strategy within Corporate Banking and in particular the risks of self sanction. This entails building new scorecards and decision engine that will replace self sanction; this will significantly increase the number of automated decisions. The decision engine will use a blend of internal and external data and will improve decision quality. Responsibilities included: • Conducting detailed… Show more Lending Transformation The Lending Transformation programme is looking at the current lending strategy within Corporate Banking and in particular the risks of self sanction. This entails building new scorecards and decision engine that will replace self sanction; this will significantly increase the number of automated decisions. The decision engine will use a blend of internal and external data and will improve decision quality. Responsibilities included: • Conducting detailed analysis of current lending strategy. • Complete analysis of Corporate & Commercial data output requirements. • Analyse and define proposed screen flow/process requirements. • Conducting prototype walkthroughs with Relationship Managers & senior stakeholders. • Chair of weekly Project Working Group. • Design of training material and training plans • Ensure compliance with all governance, risk and project reporting requirements. • Carried out UAT including production of test strategy & test scripts. • Defect management

Senior Change Analyst, ABM-AMRO Integration Programme

• Jan 2008 - Aug 2009

Operational Improvement Initiative- ABM-AMRO Integration Programme The Operational Improvement Initiative (OII) programme has been created to look at how RBS can integrate parts of the ABM-AMRO business into the wider RBS group, to also look at delivering cost saving across the group and adopting best practice/standardisation in areas such as Operations, Risk Management and Technology. As a change analyst my job has included looking at current back office business processes within areas… Show more Operational Improvement Initiative- ABM-AMRO Integration Programme The Operational Improvement Initiative (OII) programme has been created to look at how RBS can integrate parts of the ABM-AMRO business into the wider RBS group, to also look at delivering cost saving across the group and adopting best practice/standardisation in areas such as Operations, Risk Management and Technology. As a change analyst my job has included looking at current back office business processes within areas such as Retail, Global Transactions, Mortgages and Corporate Service Centres with a view to process improvement, rationalisation and migration to offshore operational centres. Responsibilitiesincluded: • Detailed analysis and modelling of existing “AS- IS” processes across Retail Service Centres, Mortgage Operations, Corporate Services and Global Transactions. • Requirements gathering and sign off from senior stakeholders • Creating future “TO-BE” target operating models for UK and also off shore centres in India. • Implementing change to current working practice by the use of Workout and Continuous Improvement • Conducting future state walkthroughs with senior stakeholders including Group Risk, Legal and Technology. • Ensure compliance with all governance, risk and project reporting requirements.

Change Analyst, Group Architecture and Business Improvement

• Feb 2004 - Jan 2007

Main Project Work Faster Payments Project The Faster Payments Service enables electronic payments, typically made via the internet or phone, to be processed in hours rather than days. To date 13 banks and building societies are committed to the new service. Responsibilities included: •Creating future business operating model (BOM) and managing walkthrough and sign off with relevant business areas. •Designing and delivering training to staff to enable them to fully understand… Show more Main Project Work Faster Payments Project The Faster Payments Service enables electronic payments, typically made via the internet or phone, to be processed in hours rather than days. To date 13 banks and building societies are committed to the new service. Responsibilities included: •Creating future business operating model (BOM) and managing walkthrough and sign off with relevant business areas. •Designing and delivering training to staff to enable them to fully understand the system. •Scheduled training sessions in line with current business requirements against customer demand. •Carried out UAT including production of test strategy, test scripts, setting up test environment and data set up. SRCSC Training Project In order to enable staff to flex between telephony and processing to meet customer demand and have the right number of staff at the right place at the right time which would reduce the amount of overtime required to assist with budget control. Responsibilities included: • Designed SRCSC skills matrix, this document detailed all staff in relation to the top twenty processes a ross Scotland. This database was effective in forecasting what training was required for processes across the centre to ensure that there was a sufficient skills base to meet customer needs. M.I. was extracted from this on a quarterly basis to show the actual time spent on training, cost of the training and the skills progress made. • Co-ordinating training across Scotland Retail Customer Service Centre (SRCSC) in line with business ne eds. • Plan future training & development within SRCSC in scope with customer demands & Service levels. • Coordination of Future Leaders Programme (FLP), coaching and supporting staff on their FLP journey. • Preparation and delivery of quarterly training presentation’s to SRCSC senior leadership team. Other projects • Telephony infrastructure • Implementing Single Sign On Show less Main Project Work Faster Payments Project The Faster Payments Service enables electronic payments, typically made via the internet or phone, to be processed in hours rather than days. To date 13 banks and building societies are committed to the new service. Responsibilities included: •Creating future business operating model (BOM) and managing walkthrough and sign off with relevant business areas. •Designing and delivering training to staff to enable them to fully understand… Show more Main Project Work Faster Payments Project The Faster Payments Service enables electronic payments, typically made via the internet or phone, to be processed in hours rather than days. To date 13 banks and building societies are committed to the new service. Responsibilities included: •Creating future business operating model (BOM) and managing walkthrough and sign off with relevant business areas. •Designing and delivering training to staff to enable them to fully understand the system. •Scheduled training sessions in line with current business requirements against customer demand. •Carried out UAT including production of test strategy, test scripts, setting up test environment and data set up. SRCSC Training Project In order to enable staff to flex between telephony and processing to meet customer demand and have the right number of staff at the right place at the right time which would reduce the amount of overtime required to assist with budget control. Responsibilities included: • Designed SRCSC skills matrix, this document detailed all staff in relation to the top twenty processes a ross Scotland. This database was effective in forecasting what training was required for processes across the centre to ensure that there was a sufficient skills base to meet customer needs. M.I. was extracted from this on a quarterly basis to show the actual time spent on training, cost of the training and the skills progress made. • Co-ordinating training across Scotland Retail Customer Service Centre (SRCSC) in line with business ne eds. • Plan future training & development within SRCSC in scope with customer demands & Service levels. • Coordination of Future Leaders Programme (FLP), coaching and supporting staff on their FLP journey. • Preparation and delivery of quarterly training presentation’s to SRCSC senior leadership team. Other projects • Telephony infrastructure • Implementing Single Sign On Show less