As a results oriented senior business analyst and accredited senior change management practitioner I am trained and have extensive experience of leading change, and facilitating teams through change. I specialise in requirements elicitation, development, documentation, and business process re-engineering. I have experience of successfully delivering small projects and major change programmes up to the value of £500 million. Proven areas of expertise include banking, payments, business transformation, divestment projects, stakeholder management, cost/benefit analysis, systems analysis, gateway development, retail supply chain, and commercial and contracts management.
Senior Business Analyst contracted in to this challenger bank as part of their Branch Transformation Project to help identify, plan, deliver and track business benefits. This will be done via a combination of the re-engineering of existing branch processes, and the introduction of new technology. Main objectives are to replace and digitalize as many paper, administrative and manual processes as possible. My role also includes the creation of a detailed feasibility study, an options paper to agree the next steps, the gathering and subsequent documentation of business requirements to a low level, and creation of a robust business case.
Setting up a new stand alone Bank presents a unique and unprecedented challenge. 1.8 million Retail & Commercial Customers will be migrated over a single weekend on to a new IT platform, comprising over 900 individual systems and approximately 130,000 batch jobs hosted and running on new datacentres. As a lead business analyst my responsibilities included: • Managing a team of 7 Senior Business Analysts • Managing Retail & Commercial Banking Work packages and ensuring Project milestones were achieved • Agreeing and documenting the scope and execution schedule with all business functions and associated stakeholders • Agreeing proving requirements and proving/testing scripts and scenarios for all Front Office processes including Branch Processes, Cash Management, Regulatory changes, Compliance policies and Risk Assurance • Ensuring all teams and individuals had everything they required and were ready and equipped for their new ways of working from day one • Ensuring that all Regulatory & Ring-fencing Requirements had been implemented and fulfilled
Barclays is a major global financial services provider engaged in retail banking, credit cards, corporate and investment banking and wealth and investment management. As a senior business analyst I worked on a large transformation programme which helped drive efficiency in the Barclay’s branch network. My responsibilities included: • Identification of process and system improvement opportunities using Lean Six Sigma methodology • Requirements gathering, analysis and definition • Business operational design, process analysis and modelling • Business process re-engineering where we rethought and redesigned the way front & back office work is done to make the processes work more efficiently & reduce costs • Business communication & Stakeholder management • Business readiness activities to ensure all affected departments throughout the business especially front line colleagues were fully prepared for all the changes they needed to make • Benefits Realisation including identification, analysis, planning, measurement and tracking Key achievement – As Lead Business Analyst I delivered new cash management processes providing annual saving of 29%.
WorldPay is a leading financial technology company and the largest processor of credit and debit card payments for merchants in Europe, and the fourth largest globally. My role as a Lead Business Analyst was to support the full project lifecycle of a new high performance and fully resilient secure file gateway. Key Responsibilities: • Produced a requirements gathering plan for key elements of the new Worldpay payments platform including the new Host to Host Secure File Gateway • Pro-actively managed relationships with subject matter experts in order to gather a full range of business and functional requirements • Led workshops with participants from all business areas at various levels to ensure a detailed set of functional & non-functional requirements was developed. • Worked closely with all affected business areas to model new operational processes required for business readiness and the transition to the new ways of working and supporting new technology • Managed multiple cross functional work-streams to ensure all changes to requirements and scope were documented and impact assessed • Worked closely with Testing Team to ensure all testing plans and subsequent testing activities were fit for purpose • Worked closely with Security Team to ensure all customer personal data was totally secure in storage and in transit in line with regulatory and legal requirements • Worked with all business units pre and post go-live to ensure the new technology and the new supporting processes operated to their full potential Key achievement – I was the lead business analyst on the Secure File Delivery project, which was the first successfully delivered project within this mammoth Worldpay transformation programme.
A strategically important Regulatory Change Project to help shape how Retail and Corporate Banking managed the ring-fencing & divestment of 317 RBS branches to a new owner - ensuring that solutions were fit for purpose and supported the staff serving over 1.8m customers Key Responsibilities: • Documented and attained business sign off for the Business Operating Model (BOM) processes at Levels 1,2 & 3 by working with key stakeholders to ensure current processes were captured and understood • Developed, documented and attained business sign off for the Target Operating Model (TOM) by working with key stakeholders to ensure effective and sustainable processes were in place for Divestment Go-Live whilst ensuring compliance with regulatory requirements • Managed the impact of the divestment on the retained parts of the business to ensure customers could continue to maintain the full suite of services • To ensure business readiness I worked with all stakeholders across Retail, Corporate and external organizations to ensure they had a full understanding of their responsibilities and commitments to the project and respective business areas. Key achievement – Successfully delivered the Target Operating Model for the Rainbow Divestment Programme from scratch.
Identity Verification Project – This initiative using ground-breaking technology enables a customer’s photograph, fingerprints, and electronic signature to be captured and sent electronically to the appropriate client via 750 selected post offices. This enterprise will deliver circa £180m pa of income. • Prepared all affected business areas for the transition to new ways of working and supported them through the transition process. • Organised customer focus groups to help ensure our solutions met the customer needs • Managed stakeholders, clients, and end users • Created and delivered effective communication and training strategies to support a UK geographic spread of 4,000 users. Key achievement – The Programme was successfully delivered ahead of time and under budget. The team of 10 core members was awarded second place for the IT Project Team of the Year at the National IT Industry (BCS) Awards 2010.
Financial Services Project - The scope of the project was to identify a Supplier via the Invitation to Tender (ITT) process to provide the services required to support Banking Services for Post Office Ltd. These services covered three areas: Back office administration, card production and management, and call centre support. • Designed, developed and wrote an ITT from scratch to support the Card Account Banking bid, the primary business priority for Post Office Ltd at that time • Provided expert knowledge of front and back-end banking processes and procedures • Provided expert guidance to project team to ensure they undertook an independent procurement process and secured the most economically advantageous third party vendors to support the Card Account Banking Product Key achievement – the contents of the ITT now fully supports the Post Office banking product with a customer base of circa 4 million people.
• Managed the relationship, contractual agreements, financials and performance of a range of on-shore and off-shore third party supplier contracts on behalf of Post Office Ltd. • Negotiated with senior managers within JP Morgan, EDS, LiNK, Ingenico, Siemens and Santander to reduce costs, manage risk, and improve service levels. • Full responsibility for engagement with the FSA on all compliance and regulatory related issues. Key achievement – successful management of financial services suppliers with full budget responsibility of circa £100m pa
Delivery of Banking and Debit card functionality My role involved the requirement gathering and process modelling, which provided the platform for the current financial services products area, from customer onboarding and through the full customer lifecycle. This remains one of the most successfully delivered programmes in the history of Post Office Ltd.
Lead Analyst on the delivery of a branch network transformation project using Lean principles whereby business performance and customer value were increased dramatically. Improved network processes, which included moving administrative duties away from management to allow them to focus more on sales resulting in a 20% overnight sales figure increase.
Managed a field based training team of 25 people, providing direction, developing their performance, and maintaining numbers through recruitment and succession planning.