Projects Tagged: financial services

Bank of Scotland

Trainer – Designed, developed and delivered a series of courses on project management for a major bank.

Royal Bank of Scotland

Organizational Review Specialist and Facilitator – Conducted a “best practice” review of IT service delivery and processes for one of the world’s largest banks with an IT department of over 4,400 staff in multiple locations. Project included the design, development and delivery of a two-day facilitated session for the department’s directors and managers, capturing outputs,…

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Pinault Printemps Redoute (Kering)

Project Manager and Business Transformation Architect – Directed review of collections and arrears strategy at a pan-European financial services organization that was part of a retail chain. Reviewed collections strategy, organization structure and design, staffing and HR, business processes (via mapping and analysis), technology, operating costs and outcomes. Used modelling techniques and best practice ideas…

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Marks & Spencer Money

Process Improvement Specialist – Directed a project to use Six Sigma and electronic process simulation techniques to reduce cycle times for new account opening at a leading credit card company.

Prudential

Business Analyst – Directed a project to create a new concept for the account opening process at an online bank. Used results of focus groups and process modelling to create a streamlined process resulting in 20% fewer abandoned account applications.

3i

Business Analyst – Assessed the market opportunity for a private equity firm to invest in business process outsourcing operations in the financial services sector. Conducted secondary research to determine market size and key issues, identified trends, conducted SWOT, Environmental Scan, Porter’s Five Forces Analysis, identified relevant benchmarks and industry best practices. Developed a series of…

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Capital One

Specialist Advisor – Project Management – Directed a project to review and then scope, plan and assist with the launch of the intermediary channel for a new investment product at a credit card services company.

Provident Financial

Organizational Reviewer and Business Transformation Architect – Led a project to develop a new enterprise-wide operational strategy and then restructure people, processes and technology at a major financial services organization with over 12,500 field staff across multiple locations. Developed current state analysis (overall business analysis, mapping processes, developing functional value chain model, identifying key issues),…

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Bank of Scotland

IM / IT Specialist – Designed, developed and delivered a facilitated workshop session on IT strategy for competitive advantage for senior management at a client in automotive financial services.

Bank of Scotland

Review Team Leader – Review of a $122 million technology-enabled business change program at a major bank followed by a project to re-launch its project office.

Universities Superannuation Scheme

Business Analyst (Document and Records Management) – Conducted a feasibility study into the application of electronic document management technologies to assist a large pension administrator with the organization and administration of over 200,000 paper files. Held interviews and workshops with senior management, file room staff and key users in order to document and understand the…

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Marsh and McLennan

Business Analyst – Reviewed IT security at one of the world’s largest insurance brokers. The review concentrated on the logical access controls required to protect the 21 distributed processors serving its UK broking operations.

Lloyds Registrars

Project Manager – Managed a large information management and processing facility for the share registrar of a UK Bank. The facility was used to process information captured during the UK Water industry privatization including capturing information from inbound correspondence, indexing the documents for retrieval. The role included responsibility for contingency planning, development of operating procedures…

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Lloyds Bank plc

Organizational Review Specialist / Recruiter – Reviewed the organization and structure of the IT function at the International Operations Centre of a major bank. Presented findings, conclusions and recommendations to senior management, including a plan to handle the change management issues and staff communications, and subsequently led the project to recruit a senior IM /…

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Lloyds Bank plc

Project Manager / Procurement Specialist / Business Transformation Architect – Lead consultant and project manager on the Trade Finance Transformation initiative for a global bank to re-engineer processes involved in the negotiation and collection of foreign cheques from over 1,500 branches. Responsible for current state assessment, process mapping, overall business and resulting application architecture. Developed…

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Lloyds Bank plc

Project Manager and Procurement Specialist – Managed and was lead consultant on a $2 million project to reengineer the handling of paper-based documentary credits and collections for the trade finance division of a major bank. This included: identifying the information required to process the large volumes of paper documents, identifying how best to reference, store…

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