Applications:
• Project to tag and track all pallets with labels containing unique serial numbers.

Responsibilities:
• Collaborated with Pallet Service Centres to gather and document requirements for extending Wi-Fi connectivity across all Forklift Truck routes equipped with scanners for reading pallet labels. - Developed User Acceptance Testing (UAT) scripts using Jira (Zephyr) to ensure comprehensive testing and validation of the connectivity solutions.

Achievements:
• Fostered strong collaborative relationships with Service Centre managers and operational team members, facilitating the successful approval of Business Requirements Documents. This initiative enabled the seamless coordination with external network companies for comprehensive survey and installation processes

Applications:
• Developed a web-based platform to manage the drop off and pickup of trailers loaded with pallets. Combine SAP, Salesforce, Site reports, GPS signals and JDA forecasting data to optimise the logistics of supply and demand of pallets to manufacturers and from retailers.

Responsibilities:
• Managed a team of SQL developers to design and implement a robust back-end database, facilitating the processing of multiple data feeds to provide real-time tracking of trailer positions and an up-to-date overview of business operations. Collaborated closely with stakeholders to gather and define business requirements, effectively translating them into actionable tasks for the development team through Jira ticketing. Drove continuous improvement initiatives to enhance system functionality and operational efficiency.

Achievements:
• Cultivated strong relationships with key business stakeholders across Canada, the USA, and Europe, fostering collaboration and alignment on project objectives. - Collaborated with software development teams in the UK, France, and Spain to ensure seamless communication and project execution. - Successfully delivered a high-performing system that met or exceeded all project expectations while adhering to budget constraints.

Applications:
• Catalogue existing Technology and Processes in Higher Education (HE)

Responsibilities:
• Developed and maintained a comprehensive catalogue of existing integrations (data flows between systems) at the London Stock Exchange (LSE). This catalogue serves as a critical resource for software upgrades and business transformations, providing essential background information. Additionally, it establishes the current state of integrations when soliciting vendor proposals for integration software solutions

Achievements:
• Successfully catalogued and documented complex Oracle Schema-to-Schema updates, ensuring timely delivery to support the Invitation to Tender (ITT) for a software integration product.

Applications:
• Implementation of a new Policy Administration System (PAS)

Responsibilities:
• Developed comprehensive high-level and low-level design specifications for the implementation of a new Policy Administration System (CoreSuite) provided by Sapiens.
• Focused on critical design areas including:
• Initiating Claims
• Loading Commissions
• Updating Payment Card Details
• Enhancing Online Web Portal functionalities (e.g., Fund Switching, Payment Holiday Requests)
• Designing API Middleware validation modules
• Collaborated effectively with a Business Analyst and third-party vendors to facilitate the development and rigorous testing of various system modules, ensuring alignment with project requirements and quality standards.

Achievements:
• Successfully authored and secured approval for all design documents in accordance with IFGL's high specifications, ensuring compliance and quality standards.
• Developed and rigorously tested software modules within established timelines and budget constraints, contributing to project efficiency and stakeholder satisfaction.

Applications:
• National Probate Service, Divorce, Benefit Appeals.

Responsibilities:
• Conducted comprehensive analysis and requirements gathering for three major government online systems as part of the Digital Transformation/Reform program, aimed at enhancing accessibility for Welsh-speaking citizens.
• Identified and documented all user interactions, including inputs and outputs, to facilitate the transition to Welsh-language versions of web pages, emails, text messages, and letters.
• Collaborated effectively with Business and Technical teams utilising Confluence and Jira to develop user stories and acceptance criteria.
• Engaged in seamless communication through various online platforms, including O365, Skype, Zoom, and MS Teams, to ensure alignment and progress throughout the project lifecycle.

Achievements:
• Successfully delivered three key services in compliance with government obligations for Welsh language provision, ensuring timely access and enhancing service delivery.
• Increased uptake of Welsh language access among users, contributing to the promotion of bilingual services and community engagement.

Applications:
• National Probate Service, Civil Money Claims.

Responsibilities:
• Conducted a comprehensive GAP analysis of both existing and newly developed Probate systems to identify areas for improvement and ensure alignment with organisational goals.
• Developed detailed functional requirements for the Probate system, specifically focusing on the printing of Probate Grants in the Welsh language to enhance accessibility and compliance.
• Created a strategic roadmap and established timelines for the implementation of the Civil Money Claims Case Management System, facilitating efficient project execution and stakeholder engagement.

Achievements:
• Conducted a comprehensive Probate GAP analysis, identifying key functionality gaps that informed the development backlog, enhancing operational efficiency and service delivery.
• Developed a strategic roadmap for Civil Money Claims, facilitating future planning and ensuring alignment with organisational goals.

Applications:
• Migrate externally hosted .gov Employment Tribunal websites to in-house MOJ servers.

Responsibilities:
• Conducted comprehensive research and analysis to map the current state of Jadu-hosted Employment Tribunal websites.
• Documented key components of the system, including system design, database architecture, data configurations, and user interfaces.
• Developed detailed user journeys, user stories, and acceptance criteria to ensure alignment with stakeholder requirements.
• Created a comprehensive user guide and implementation plan to facilitate smooth deployment and user adoption.
• Identified and documented workaround strategies to mitigate potential issues during implementation.
• Collaborated effectively within an Agile environment, utilising Confluence and JIRA for project management and documentation.

Achievements:
• Successfully completed the project on schedule and within budget, demonstrating strong project management skills.
• Transitioned web pages to comply with Government Digital Service (GDS) standards, enhancing accessibility and user experience.
• Consolidated postcode data setup, achieving an 80% reduction in records while maintaining full coverage functionality, significantly improving usability for administrators.

Applications:
• Transfer of 7 major websites from subsidiary to Parent company.

Responsibilities:
• Led the comprehensive project to transition seven websites and a team of 45 staff from a RIBA subsidiary to the RIBA parent organisation, ensuring a seamless integration process.
• Oversaw the migration of critical systems that encompassed the majority of revenue streams, including subscription management, monthly journal publications, and retail operations for books.
• Managed the transfer of hundreds of digital assets and the ownership of externally hosted solutions, which included:
• Financial systems, encompassing payment methods and various ledgers
• Local Area Network (LAN) files, including structure and permissions
• Website source code and rebranding of customer-facing web pages, emails, and stationery
• Implementation of a new Customer Relationship Management (CRM) system
• Consolidation of email groups and membership lists
• Management of licensed software and telecommunications (phones, mobiles, and hardware)
• Utilised Microsoft Project to meticulously plan transfer tasks and monitor progress, ensuring timely completion and adherence to project milestones.

Achievements:
• Successfully completed the majority of assigned tasks within established deadlines, demonstrating strong project management skills and commitment to timely delivery.
• Effectively managed challenges related to third-party resourcing and unexpected lead times, ensuring that all remaining tasks were addressed without impacting overall project timelines.
• Implemented proactive mitigation strategies that resulted in zero downtime for all transferred systems, showcasing a strong ability to maintain operational continuity under pressure.

Applications:
• Mapping and documenting Enterprise ICT Systems

Responsibilities:
• Conducted a comprehensive analysis and documentation of seven Enterprise ICT Systems to facilitate the successful completion of the due diligence phase for a program transfer within the organisation.
• Developed a detailed transfer task list spreadsheet based on the documentation, which included specific transfer instructions and resource estimates.
• Utilised Microsoft Project to effectively plan and schedule transfer tasks for each system, ensuring a streamlined transition process.

Achievements:
• Successfully completed project deliverables ahead of schedule during a short contract period, demonstrating strong time management and organisational skills.
• Received positive feedback from the client regarding the clarity and presentation of documentation, which facilitated ease of understanding and enhanced client satisfaction.

Applications:
• Replacement Reservation system for all UK Train Operating Companies.

Responsibilities:
• Developed comprehensive Requirements Catalogues for the Inventory, Service and Disruption Management, and Yield Management work streams of a new National Railway Reservation System.
• Engaged with over 25 train operators to gather and analyse their requirements for the new system, employing recognised business analysis techniques such as workshops, face-to-face meetings, emails, and conference calls.
• Translated complex requirements into UML Use Cases and BPMN process diagrams utilising Sparx Enterprise Architect, which were integral to the "Invitation to Tender" document distributed to software vendors during the bidding process for the software contract.

Achievements:
• Successfully secured timely sign-off for both sets of Requirements Catalogues from all Train Operators, ensuring alignment and clarity in project objectives.
• Transitioned to the role of Product Owner for Yield Management, where I led the development and testing phases, driving enhancements that optimise revenue management strategies.

Applications:
• Departmental Dataflow mapping. Adding new products onto core systems. Management Information. Solutions to BAU issues.

Responsibilities:
• Analysed and mapped data flow processes for existing products within the department, establishing average processing times to identify areas for improvement.
• Developed comprehensive business requirements documentation for the integration of two new insurance products—Working Capital and Letter of Credit Guarantee—into core systems. This process included a thorough assessment of the pricing engine, ACBS Loan operating platform, interfaces, external systems, data warehouse, and reporting framework.
• Collaborated with cross-functional teams to co-create a business requirements document aimed at overhauling the current Management Information (MI) system. This initiative involved gathering and documenting business requirements to support the development of a new corporate dashboard.

Achievements:
• Produce Terms of Reference and Business Requirements documentation according to site standards. Ability to elicit MI requirements across most of the departments, Finance, Marketing, Pricing, Risk, Underwriting, HR and Reporting.

Applications:
• Implementation of Money Factoring Software.

Responsibilities:
• Managed all external interfaces for the HPD Aquarius Money Factoring software. Collaborated closely with Business Subject Matter Experts (SMEs) to gather and validate requirements, ensuring alignment with business needs. Coordinated with the software vendor to verify that the extracted data accurately matched the specifications of external feed systems, such as Risk Factor.

Achievements:
• Collaborated effectively with software vendors and third-party data processing companies to facilitate a seamless transition from the legacy software system to the new platform, ensuring minimal disruption to operations and enhancing overall system efficiency./span>

Applications:
• Pensions MI and Reporting (including Auto Enrolment)

Responsibilities:
• Produce business requirements, technical design documentation and assist in UAT testing for the development of automated MI and high quality reports for use by internal and external pension trustees in MS Word / PDF formats generated by MS VBA programs. Report types included Governance, Data quality, Financial, Member status etc.

• Gained substantial experience in design, build and testing of MS SQL Server databases, tables, stored procedures, functions, C# and .NET technologies ASP and Visual Studio. 

Achievements:
• Documentation and design according to L&G standards and given timescales.

Applications:

• Created a customer centric view of the policy level data from an Oracle TIA insurance system.

• Designed data extract programs to be loaded into the Noetica dialler, for outbound calling, using proprietary web services.

Responsibilities:
• Using standard BA techniques, compiled the business requirements, functional and technical design documentation.
• Used MS Sequel server environment to write MS SQL using SQL Server Management Studio 2008 (SSMS).

Achievements:
• Documentation and design according to Allianz standards and given timescales.

Applications:

Project to move IBM COBOL DB2 development and testing from the IBM mainframe to PCs and servers to save MIPS using Micro Focus COBOL Compiler tools and Eclipse IDE.

Responsibilities

Produced project and design documentation. Design, Code and Test required software i.e. Pre-compiler. Liaise with the client on a day to day basis. Assist in the rollout and training of the delivered solution with the developers.

Achievements

Each project phase was delivered according to the contractual timescales.

Applications:

  Project 1:  Designed a software solution to receive customer and policy transactional insurance details from an online policy self service broker system called Acturis. The complex policy data contained the full customer and policy information (Domestic / Industrial). This data was populated into a relational database and used to feed 21 existing legacy and reporting systems. Test versions of Acturis were used to generate data for testing.
Project 2:  Gathered user business requirements. Produced required project plan, design, database and modelling documentation for a leading edge MI system to store and deliver customer transactional insurance policy data. The policy transactional data was converted into episodic form (policy history). This gave exploded policy MI details at an extremely detailed level. Regardless of how many changes and endorsements were made to a policy, it was possible to look at the policy and understand current positions and earnings per month etc.

Responsibilities::

• Requirements elicitation, workshop facilitation, functional and technical design. Ensure complex Acturis XML data messages were stored correctly in a new DB2 database. Supervised DB2 database revisions from the original design. Produced design and technical specifications for programs JCL, FTP and TWS (OPC) scheduling. Designed and wrote and unit UAT tested batch COBOL DB2 programs

Achievements:
• Software produced to client’s standards and timescales.

Responsibilities:ties::
• Develop advanced analytic techniques to capture and manage patient data from care providers.
• Co-ordinated and collected the requirements from internal NHS sources.
• Liaised with external suppliers of software systems to the NHS.
• Held various workshops to gather all ideas and concepts.
• Produced an end-to-end design specification to meet the requirements of the proof of concept.
• The design of the data warehouse incorporated the accepted NHS generic model.

Achievements:
• Project deemed viable and signed off to progress to the next stage which was site piloting.

Implementation of Micro Focus Mainframe Express (MFEEE) across the RBS Group. A mainframe COBOL CICS DB2 productivity development tool run on the Windows NT PC platform.

Responsibilities::
• Produce the projects Business Requirements, Functional and Non-functional.
• Co-authored the technical documentation for the project.
• Developed the off-host server development environment (Citrix based).
• Documented system for future expansion of further feeds.
• Provided technical assistance and documentation to the external training company.
• Developed new best practices and procedures for developers after leaving the mainframe.
• Wrote a HTML based Intranet Wiki to provide help and information.

Achievements:
• Project was delivered on budget
• Using MFEEE wrote a full commercial CICS and Batch COBOL DB2 GL Hierarchy Summarisation system.

Maintain and enhance the main Abbey reconciliation system for Business Banking, Mortgages, Finance loans and secure lendings. Added new feed into the system for Cahoot Internet banking and Credit card transactions.

Responsibilities::
• Split the system into individual job streams to simplify processing and support.
• Produced adhoc reports for the business users.
• Added new Cahoot feeds into the system.
• Documented system for future expansion of further feeds.

Achievements:
• Project was delivered on time and on budget.

Designed an online front-end system to enable Policy Endorsements to be entered with validation. Also designed the batch process to generate appropriate customer correspondence via the printing services department. This replaced a paper-based system for requesting policy
endorsements and manually generating customer correspondence via a word processor.

Responsibilities:
• After workshops and face-to-face meetings with the business, produced the Business Requirements documents for the project.
• Produced Functional design documentation of online and batch components.
• Compiled all the technical documentation for the functional and database designs.
• Using Testdirector, set-up system test scripts.
• Provided support for the programming team during development.
• Wrote appropriate documentation to request resources from other departments and to progress the software components into production.

Achievements:
• Project was delivered on time.
• Cost, accuracy and time savings by the successful implementation of this project.

Applications: Move an existing Purchasing/Invoicing/Warehousing system (POPIMS) from an externally hosted mainframe computer used by Perkins Engines to a mainframe in the US owned by parent company Caterpillar.

Responsibilities:
• Convert COBOL IMS / DB2 batch and online programs from COBOL 1 to IBM Enterprise COBOL.
• Change COBOL source to Caterpillar Coding Standards.
• Test and debug online programs.
• Provided Debug support to the official Testing team.
• Wrote Test and Production JCL for the batch programs to Caterpillar JCL Standards.
• Test and debug batch programs.

Achievements:
• Project was delivered on time and under budget.
• IMS DB/DC DL1 skills were refreshed and updated.

High profile integrations of National Westminster Bank and Ulster Bank Financial systems onto the RBS IBM IT platform dominated my six year contract.

Responsibilities::
• Meeting various Business sections,
• Writing Functional, Application and Technical designs and Unit test plans.
• Programming Online and Batch programs using COBOL CICS DB2 SQL.
• Units testing and providing support to a professional system testing team.
• Producing implementation scheduling documents.

Achievements:
• Upgrade of the Walker financial systems to versions 17.1 and then to E2.
• Customisation and Implementation of Fixed Asset Register package (Asset Management).
• Performance enhancements to the RBS financial systems (General Ledger, Purchase Ordering, Accounts Payable, and Asset Register) to process 4 to 5 times the pre integration daily and monthly volumes.
• Conversion of the above financial systems to accept and work with Euro currency.
• Modified and tuned the Drill down/Summarisation and Responsibility Reporting replacement modules, licensed from my company, to also handle quadruple volumes.

I single handedly designed, wrote, tested and delivered a Cash Book and Reporting module for the Walker environment. The software completely computerised the Treasury department, which was previously paper based. All of the society’s bank accounts were monitored. Electronic bank statement information was fed in from 4 banks. Accounts Payable information was automatically extracted from the Walker AP and fed in. General Ledger and MRECS information was extracted and posted into the Walker GL overnight.

Business / Systems Analyst Programmer

I installed my own licensed replacement Responsibility Reporting system. The replacement system reduced the existing hierarchical reporting times from 3-6 hours elapsed down to 16 minutes elapsed. Further gains could have been made if the 12 programs ran in parallel.

Designed, wrote and tested further additions to the Walker system using RAD methodology. One of the enhancements was to consolidate Accounts payable remittances across all control entities into one payment and statement.

Ongoing Walker GL enhancements and customisations. I performed a total review of the Walker GL with a view to increasing performance / functionality and cutting costs. As a result I re-wrote the 4 major GL and Responsibility Reporting (RR) transactions 139, 140, 884 and 870 into COBOL and licensed them to RBS. I also re-wrote the whole of the Responsibility reporting suite into COBOL and replaced the Demand / Update Summarisation processing suite with my own designed software solution. The Walker Responsibility reporting suite was decommissioned and costs were dramatically reduced.

Business / Systems Analyst Programmer

Ongoing Walker enhancements and Customisation to all Walker modules AP,PO,GL,IM,CARMS. I designed, wrote tested and implemented a Walker Archiving and Purging system. I re-wrote many transactions and reports for efficiency. I designed and wrote a security system to restrict and monitor Walker system administrators.