Case Studies

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Standard Life needed to ensure their legacy pension system (PS) & newer SIPP/WRAP platforms were compliant with HMRC RTI legislation. As Lead Business Analyst, ensured regulatory compliance. Understood legacy PS & key challenges; mentored & supervised new BA to produce requirements for SIPP/ WRAP platforms; rapidly developed business requirements; developed & agreed functional spec; and co-ordinated between business users, developers & off/on-shore testing teams. Succeeded in implementing the biggest change to PS platform in 35+ years to allow on time reporting of 30k+ pensions to HMRC. 

 

Legal & General needed to document BAU requirements for changes to their mature savings systems. As Senior BA, ensured systems regulatory & tax compliance. Understood issues with existing documentation; & mature savings processes; created fit-for-purpose & repeatable business requirements; reviewed Autumn statement & established only BAU requirements were needed; and achieved sign-off of completed requirements with all relevant stakeholders. Succeeded in completing requirements ahead of schedule & receiving highly positive feedback for the quality of work from the IBM project representative.  

 

A local MP’s office required a mobile client relationship management (CRM) system. As Digital/Technical Business Analyst, advised on best fit solutions within an extremely tight budget. Understood issues & current technology set up; advised on ‘off the shelve’ vs bespoke solution; created MySQL database for CRM & MS Access as desktop interface for CRM; created MS PowerApps mobile application; and ensured staff could fully utilise the software. Succeeded in developing a bespoke CRM system within a tight budget to reduce duplication & drive a 10% increase in successful case closures per month. 

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Shree Partners client, a major independent claims management provider, required an upgrade to their claims management system. As Principal Consultant, led deep-dive analysis to produce statement of work. Understood both business & IT stakeholder needs for upgraded system; ensured offshore team could produce costed estimate of work; produced business friendly requirements that captured needs; and led requirements walkthrough to ensure common understanding. Succeeded in enabling a successful funding request with programme of system upgrade work commenced in early-2020.  

 

RBS’ Funded Trade & Supply Chain Finance functions needed to ensure compliance with UK ringfencing legislation. As Senior BA, reviewed systems, processes & trade docs & implemented actions to ensure compliance. Understood current business practices & stakeholder regulatory concerns; reviewed technical systems & business processes; created amended business processes; led review of live instrument legal documentation; ensured key data supplied to all stakeholders; and ensured transfer of instruments not under UK law. Succeeded in ensuring full transfer under Ring-Fencing Transfer Scheme on schedule.

 

National Australia Group (now Virgin Money) needed a new database & reporting system. As Senior Business Data Analyst, enabled compliant mortgage sales & performance reporting. Gained overview of reporting requirements & sales report issues; created business requirements doc & achieved sign-off; identified sources for data & created required transformation logic; ensured completion of requisite data cleansing prior to reports being sent; and presented overview of reporting solution to senior stakeholders. Succeeded in ensuring 99%+ of mortgages could be sent with accurate values for delivery to FCA & PRA.