Working with companies/organisations such as World Health Organisation (WHO), Brit Insurance, Deutsche Bank (DE), AIG Europe, InfoMENTUM, VISA Europe, Ministry of Justice, Legal Services Commission, Financial Services Authority (FSA), Department of Work and Pensions and Houses of Parliament.

• I provided consultancy, programme/project management and business and process analysis to enable reduced costs, improved efficiency, streamlined and automated business process and workflows, reduced environmental impact in line with government targets and cultural change. Projects include business and IT solutions in a general capacity or specialising in:
  • Open-Source Low Code Platform and Applications
  • Health Guidelines and Clinical Algorithms
  • Web Portal / Mobile Solution Projects (Health Sector)
  • Electronic Discovery Reference Model solutions (eDiscovery / EDRM),
  • Legal and eDiscovery consultancy within corporate organisations,
  • Legal Case / Matter Management Solutions (within Banking and Finance)
  • Electronic Document and Record Management solutions (EDRM),
  • Customer Relationship Management Solutions (CRM).

• Setting up and identifying budget, steering committee and managing the project for a Workflow Solution to automate the manual workflow and processes for Underwriting Operations globally for onshore and offshore teams (including working with service provider Infosys). 
• Collating and documenting business requirements and approvals for the end-to-end operation for all classes of business for catastrophe data processing and modelling, all risk processing actions and Finance MI
• Managing Business Process Optimisation to support automation of workflow through workshops with Underwriters and back office business operations teams and documenting processes and use cases
• Documenting Management Information and reporting requirements to support better management of service level agreements.
• Consulting on the Target Operating Model and targets for 2020-22 identifying operational change required in order to achieve targets and structuring a new project portfolio.

I was working within the Global e-Discovery Services programme reporting to and working with the executive senior management teams to Managing Director levels within e-Discovery, Risk and Control, Legal (incl. External Legal Counsel with various Top 10 Law Firms), HR, Global Technology and Operations, Group Data Protection and Compliance across Deutsche Bank?s global reach. Responsibilities included all project management and business analyst activities and supporting documentation

• Planning and working closely with US teams managing design, build, testing and implementation of Phase 1 of IBM Atlas Solution including documentation, budget and resource management within UK team.
• Business requirements management, proof of concept and procurement of IBM Atlas Solution for case management of legal hold, eDiscovery data requests and eDiscovery client services processes.
• Review of ?as is? process and designing and implementing future state processes for eDiscovery end to end Request Management and interfaces and processes with external vendors (Atos and IBM). This included mapping every eDiscovery process globally using Sparx
• Designing, implementing and on-going single point of contact for eDiscovery GDPR policy, processes, documentation, quality assurance processes and eDiscovery approvals
• Design and implementation of DB?s Global eDiscovery governance framework and supporting documentation
• Project management and business analysis for a global email/digital communications Storage Management Framework solution including process automation and implementation of data retention and data disposition processes and supporting documentation
• Direct Data Transfer project with external vendors business analysis BA support, system and UAT testing management and deployment
• Micro Focus Digital Safe enhancements to enable external digital transfer of data to DB
• Team collaboration and mentoring project managers and business analysts across eDiscovery and within other Global DB Technology teams

• Working with clients, suppliers and partner companies carrying out sales and marketing whilst enjoying a ski season

• As a UAT Manager for the roll out of the European / UK Electronic Document Management Solution, I was responsible for the Test Management ensuring a high level of confidence of the EDRM solution adoption within the business. The role included: Creating and managing the test strategy and planning, test script creation/sign off, resourcing UAT teams, business early adopters, business champions and super users and test reporting.
• As a Project Manager and Business Process Analyst I was responsible for managing operational process analysis and re-engineering for particularly complex profit centres / lines of business such as Casualty, Accident and Health, Aerospace, Trade Credit and Business Risk (to name a few). Analysis involved processes that span multinational and global markets and international regulations.
  • Delivery/Implementation of an Electronic Document and Records Management Solution
  • Global Operational Process analysis and re-engineering of Insurance profit centres

• Working with clients, suppliers and partner companies carrying out sales and marketing whilst enjoying a ski season

The role required detailed business requirements gathering via workshops and focus groups, use case development and acceptance criteria to ensure that the solution delivered against the business requirements and integrated with the document management solution. Reporting to the Programme Manager and IT Programme Manager and working with on and off-shore (Poland and India) teams and suppliers we ensured delivery on time and within budget.

• Implementation of a Document Capture Solution to support the delivery of an in-house developed EDRM solution for EU
• Implementation of new business processes across the EU

I reported directly to the Client?s Executive Board (TRW, a $16.2bn Automotive organisation) and the InfoMENTUM Executive Board. The programme was managed using Prince 2 and Agile methodology throughout the design and delivery lifecycle. Excellent stakeholder and project team management was key to this project enabling team players to deliver efficiently and effectively and to ensure that scope, budget, governance, planning, issues, technical management, business requirements and acceptance were efficiently managed, setting the customer?s expectations at achievable levels allowing the project to recover and ensure delivery with full customer acceptance. In addition I also set up and managed InfoMENTUM?s in-house Project Management Office (implementing Cloud based Genius Project) for all projects within the organisation

• InfoMENTUM is an Oracle Gold Partner Consultancy and Software House delivering solutions to optimise the performance of Enterprise Content Management maximising the value of content across entire organisations.
  • Recovery management and on-going project management of a large E-Commerce Cloud based Oracle Solutions Programme
  • Management of on and offshore solution development in India and solution integration to 12 third party organisations and suppliers including developers/designers/software and cloud services suppliers with rollout across Europe and UK

I was a Project Management and Lead Business Analyst for several projects within VISA Europe Legal Division. The projects followed the VISA E2E Change Model and Processes. All project planning and management was documented using MS Project, Open Workbench, Clarity and written reports. All projects included excellent time / budget management and excellent communication with stakeholders, board and project boards. All projects achieved budget approval from all boards. Business Analysis for all projects included gathering of business and technical requirements, collation and mapping of business processes and process redesign and working closely with other Visa divisions such as IT, Strategic Business Management and other Visa projects to ensure no conflict of interest and reuse of existing solutions where possible.

• Delivery of a departmental Legal Case and Document Management Solution
• Card Design Processes re-engineered and streamlined
• External Web Client User Interface redesign and development
• Team Collaboration, mentoring and training business analysts and project managers

Working as a project manager and business analyst I set up and managed the project and carried out all business and process analysis throughout the end to end lifecycle including stakeholder management with MoJ and LSC Board, tender procurement through OGC and OJEU, supplier management and Information Assurance management. The role required strong PM and BA skills with superb organisation to deliver within budget and timescales. The project was successful due to excellent stakeholder management and communication with the project team and a high quality of documentation ensuring that project deliverables at all levels and stages are detailed, clearly understood and deliver to all requirements and business benefits.

• The Legal Services Commission (LSC) is an executive non-departmental public body set up under the Access to Justice Act 1999 to fund legal and advice services in England and Wales. The Integrated Delivery Programme (IDP) was set up to give legal aid providers simpler processes, increased automation and reduced paperwork so the client will experience a simpler, faster, more transparent process.  
  • EDRMS and Central Postal Hub Solution (Oracle IPM, ODC, UCM integrating to Oracle E-Business Suite R12g, OSSO, OID) procurement and deployment

I worked directly with Retail, Wholesale, Enforcement and Direct Reports business areas to identify process and procedure improvements while conducting audits for compliance and published service level agreements. Guidance was provided on records management queries and issues ensuring new procedure implementation was followed according to procedure and change management programmes.  

• Specialist Evidence Management, Electronic Document Discovery (EDD) (Autonomy Introspect) and Document Management Consultant
• The FSA Enforcement Division increased the number of cases it is dealing with now and in the future. In order to manage effectively the vastly higher volume of case management files the Enforcement division invested in a new Evidence Management, Electronic Document Discovery Solution (Autonomy Introspect) and Outsourced Imaging Management solution.