About me
I am an accomplished Senior Technical Business Analyst with significant and varied experience and the ability to seamlessly engage with business or technical colleagues. My expertise encompasses constructively contributing throughout the project life cycle, having performed roles including Business Analyst, Project Manager, Solution Architect and Developer.
My key strengths include helping companies to deliver high-value user outcomes across a range of industries like financial services and the public sector, and delivering projects for organisations, including MNCs (e.g. JP Morgan, Barclays and Virgin Money), supporting significant transformation programmes.
As a seasoned professional, I have well-developed relationship management abilities that allow me to productively work with stakeholders from the front-line to C-suite management. I also have demonstrable experience working within high-achieving teams that overcome challenges, achieve goals and optimise value and returns.
I have a wide range of project successes, including helping Clydesdale and Yorkshire Bank to meet its regulatory obligations and provide a report of all customers’ deposits to Financial Services Compensation Scheme (FSCS). I resolved the issues (some long-standing) through options papers with designs produced per delivery dates. While working with JP Chase, I produced requirements that allowed Developers to build code to load LOBs’ client data files into a central AML name screening system, working with little supervision and ill-defined requirements to deliver the project on time and to budget. I also delivered a project that allowed Barclays to decommission the GUCCI system whilst continuing to meet its regulatory obligations.
As can be seen, I am a committed professional with comprehensive experience and a dedication to success, having received many positive recommendations. I utilise these attributes to provide exceptional service to my clients and all associated stakeholders, consistently delivering projects on time and to budget
My specialities include:
Business Analysis ✔️ Agile (Scrum & Kanban)✔️ Creating Clear & Precise User Requirements ✔️ Technical Expertise ✔️ Stakeholder Management ✔️‘AS IS & TO BE’ Process Mapping ✔️ BPMN2 Process Flows ✔️ Business Requirement Documents (BRDs) ✔️ Data Modelling: ERD (Conceptual & Logical) ✔️ Using Business Support Tools ✔️ Team Leadership & Mentoring ✔️ Project Management ✔️ Solution Architecture ✔️ Strong Interpersonal Abilities
Please feel free to contact me directly to discuss your requirements and further explore the services that I offer.
Industry
IT business analyst IT business analyst, architect or systems designer
Skills
Business Analysis / Requirements Gathering Agile User Story Writing BPMN Process Flow Business Analysis / Requirements Scoping Business Analysis Agile & Waterfall Methodologies
Work history
Senior Business Analyst
Scottish Enterprise
Jun 2019 - Aug 2022
SDI CRM Onboarding Scottish Development International’s (SDI) Inward Investment team wanted to onboard Skills Development Scotland’s (SDS) Inward Investment team onto Scottish Enterprise’s Dynamics CRM platform so that they could align both teams’ processes and reporting to improve efficiency. Led process to produce 'as is' process maps of SDI's end-to-end sales process and 'to be' process maps; wrote user stories; and specified additional data points for various CRM entities. Successfully onboarded onto Scottish Enterprise's Dynamics CRM platform, aligning with SDI's Inward Investment teams' processes. Investment Management System Scottish Enterprise’s Investment Management System hadn’t been reprocured in many years and required manual processes to administer investments in small companies. Documented growth investments team's requirements so that they could procure a replacement investment management system. Produced BPMN2 process flows to describe Growth Investment's 'as is' processes; created a user story map to provide overview requirements; and wrote detailed user stories. Received copious praise from user stakeholders and Project Manager.
Senior Business Analyst
Circularity Scotland
Sep 2022 - Jan 2020
Deposit Return Scheme: Producer Registration Circularity Scotland Ltd.’s Finance team had difficulty signing off user stories to configure MS Dynamics Business Central ERP system. Engaged to fix supplier-written user stories to meet Finance department's producer registration requirements. Rewrote user stories as user-facing user stories and added detailed testable acceptance criteria; and influenced project team to better follow standard Agile ceremonies. Successfully supported CSL producer registration going live, resulting in drinks producers responsible for 95%+ containers sold in Scotland signing up for the deposit return scheme (DRS) ahead of launch date. Deposit Return Scheme: Finance BAU Implementation Circularity Scotland Ltd.’s Finance team had to move BAU processes from Sage to a MS Dynamics Business Central ERP system. Led the development of user stories that would enable supplier to build the system. Wrote user stories; created detailed acceptance criteria specifying the BC functionality required by CSL's Finance team to support day-to-day operations; and produced BPMN2 process flows for BAU Business Processes on Enterprise Architect. Succeeded in facilitating move from Sage to Business Central over a bank holiday and received direct praise from the Head of Finance.
Senior Business Analyst
Aggreko
Nov 2018 - Mar 2019
Effective Invoicing Charge Collector Aggreko wanted to integrate its M3 (Movex) ERP system’s purchasing and contract management modules, improving the operational team's efficiency and reducing errors. Led project to generate agreement lines automatically. Produced requirements to describe how systems could be integrated and meet users' requirements; built user stories on MS Azure DevOps (ALM) system; created agreement lines in M3 STS module; and selected order details from Salesforce to ensure agreement line calculated correctly. Successfully used storyboarding to plan end-to-end requirements analysis.
Senior Business Analyst
BJSS / Disclosure Scotland
Jul 2017 - Oct 2018
Disclosure Scotland Re-Platform BJSS, a leading UK Agile consultancy, needed support to help Disclosure Scotland replace its entire system. Engaged to specify requirements and support delivery of the print and post stream. Produced user stories with acceptance criteria and supporting documentation; agreed certificate designs with stakeholders; managed backlog on JIRA; worked with Development teams to agree XSD schema and sample XML messages; became de facto Scrum Master, running Agile ceremonies; and managed relationship with the external print supplier. Successfully delivered certificates on schedule and before the rest of the project.
Senior Business Systems Analyst
Cigna UK HealthCare Benefits
Feb 2016 - Feb 2017
STP Autoload Claims Cigna wanted to improve processing of members' claims. Tasked with documenting requirements and automatically loading claims onto back-end platforms. Led production of business requirements document outlining requirements as user stories, after agreeing a single set of global business requirements with user communities in North America and the UK. Produced 'as is' process description; created 2 functional requirements documents; and in PM's absence helped developers provide estimates. Facilitated analysis artefacts delivery on time and received unsolicited positive feedback from key stakeholders.
Senior Business Analyst
Barclays Wealth and Investment Management
May 2015 - Feb 2016
Automatic Account Linking Improvements Barclays was decommissioning its legacy GUCCI system. Led project to specify changes to the Client Data Capture system (CDC) and identify, create and manage joint clients, interacting with shared components. Tasked to produce an 'as is' understanding of current system and project change; surmounted problem of lack of project-wide Analyst or supporting documentation; led initial 'day 0' data migration analysis; and identified root causes, working with other teams to apply remediations. Delivered project on time, allowing Barclays to decommission the GUCCI system whilst continuing to meet its regulatory obligations.
Senior Business Analyst
JP Morgan
Oct 2013 - Apr 2015
AML Screening: (18 months) JP Morgan Chase had been fined for inadequate AML and sanction screening, so initiated a project to onboard approximately 30 lines of business into JPMC’s new centralised AML name screening system. Engaged to produce requirements that allow Developers to build code to load LOBs' client data files into central AML system; led analysis effort; produced target data requirements; created mappings from LOB source files; negotiated strategic delivery with third party; established best practice. Succeeded in working with little supervision to interpret ill-defined requirements, delivering project on time and budget.
Business Analyst
Barclays Wealth and Investment Management
Oct 2012 - Sep 2013
Joined Barclays Wealth as a Business Analyst working on Barclays’ CRM system. Barclays’ CRM system is built on Microsoft Dynamics. Worked on several projects: ▪️ Specified requirements for changes to CRM to support on-boarding Barclays’ clients across multiple jurisdictions. ▪️ Specified requirements for changes to support the introduction of the CRM system into Monaco, accounting for the stringent client secrecy laws. ▪️ Specified the requirements for, and managed delivery of, the project to deliver changes to CRM to support integration with Barclays’ new Books and Records system. The project involved improved integration with Barclays’ Document Management System (based on IBM CMOD and Kofax). ▪️ Specified the requirements for, and managed delivery of, the project for CRM to support the Retail Distribution Review (RDR) project’s Portfolio Review Report (PRR) by delivering advice data to client applications via XML messages. ▪️ Worked on a number of bug fixes following a significant implementation. Agreed and documented business requirements. Investigated causes of bugs, honing SQL skills, and becoming familiar with the Dynamics data model. Also gained in depth knowledge of some Dynamics functionality, both the customised element and standard out the box functionality. Specified and tested data remediations. Managed defect fixes through to business sign off using HP Quality Centre.