Oct 2006 to date |
Self Employed Management Consultant |
2000 to Oct 2006 |
Logica |
2000 |
Self Employed Management
Consultant |
1976 to 2000 |
NatWest |
Career History
Self-Employed
Management Consultant
July 2018 – Jan 2019 Head of Analysis & Consultancy Welcom Digital
Heading up a team of Business Analysts and consultants in a well-established loan management solutions provider based in Harrogate.
Nov 2016 – June 2018 Management Consultant Sovereign Health Care
Working with an FCA-regulated cash plan provider to transform the business through a technology platform re-engineering. Establishing robust core platform performance and providing new platforms to develop a web-enabled offering accessible through multiple platforms.
May - Nov 2016 Management Consultant Whitecap Consulting
Working with a successful market intelligence company to review their Business Operating Model and technical infrastructure to optimise their profitability and effectiveness.
Aug 2015 – Apr 2016 Loans Programme Manager Bank of Ireland
Managing the programme to launch two new loan account products in a new joint venture with The AA. It was a browser-based application process and the responsibilities included managing many third parties, with outsourced operations and fulfilment.
Achievements included;
• Expedited the documentation and approval of Product requirements
• Documented and maintained the emerging Functional Solution Document
• Introduced close control of key third party suppliers to secure a timely delivery
• Developed and maintained Implementation Checkpoints and Cut-Over plans & calls to en-sure delivery was on schedule.
Oct 2014 – Sep 2015 Cards Programme Manager Bank of Ireland
Managing the programme to launch four new credit card products products in a new joint venture with The AA. The browser-based only application product had a mobile servicing capability. The responsibilities included managing many third parties, some offshore resources and a budget of over €5M. Achievements included;
Achievements included;
• Expedited the documentation and approval of Product requirements
• Documented and maintained the emerging Functional Solution Document
• Developed and maintained an integrated Programme Plan
• Maintained detailed RAIDs logs and action plans
• Convening and Chairing the weekly Programme call with over 25 participants
• Introduced strict configuration management and Change Control to control delivery scope
• Published all Programme collateral on the SharePoint site for reference purposes.
July 2013 – Oct 2014 Implementation Project Manager TSYS Managed Services
Project Managing the delivery of a contact centre operation to support a new card launch for Virgin Money. Achievements included the improvement in project Governance including the clarification of delivery scope and the implementation of a formal change control process. Initiation and development of a Balance Transfer/Money Transfer Fraud Management application using Agile techniques.
Oct 2011 – Apr 2013 V.me Digital Wallet Project Manager Visa Europe
Project Managing over 40 members of the Proposition & Product Workstream including Product Owners and the User Interface Design, User Experience testing teams and those involved in developing the scheme operating regulations for the V.me by Visa eComm wallet.
July 2011 –
Sep 2011 Date Implementation Project Manager Lloyds Banking Group
Managing the assurance processes associated with
the operational reconciliation of data being migrated from the HBOS
systems to the Lloyds Banking Group’s platforms.
Apr 2011 –
Jun 2011 Date Migration Programme Manager Tesco Personal Finance
Managing the migration elements in the card migration programme
moving the card portfolio from the Royal Bank of Scotland to Tesco
Bank..
Mar 2010 –
Jan 2011 Senior Change Manager Barclaycard
Managing the delivery of an international Commercial Card product.
Achievements included;
• Delivery of the capability to issue Commercial Card products
in new geographies
• Approved requirements, end-to-end functional design, revised
Operational design, Acceptance Critera
• Production of new collateral and processes
Sep 2009 –
Jan 2010 Project Manager Wincor-Nixdorf
As part of the strategic ATM Refresh Programme; managing the development
and deployment of the replacement software stack for the in-branch
paying-in machines. Additionally, managing the initiation of the
ATM Dynamic Currency Conversion project. Both developments operate
on the Base 24 platform..
Achievements included;
• Delivery of the tested software stack for the CCDM devices
• Delivery of the DCC High-level Design/Feasibility Document
May
2008 – Mar 2009 Programme Manager/Consultant Barclays
Interim Programme Manager of a £20M regulatory Sanctions Payments
Programme; responsible for software development and IT infrastructure
delivery programmes, supported by four project managers and a Work
Reception function, accountable to the Business Programme Manager
and, in conjunction with the Sanctions-Customer Programme Manager,
reporting to the Programme Board. A proportion of the software development
team was located in Bangalore. Latterly providing consultancy and
assurance during an extensive cross-business, internal Audit exercise
covering KYC, AML and Sanctions regulations. Many of these Observations
focussed on the improvement of operational processes.
Achievements included;
• Creation and introduction of a new work reception process
for this Programme
• Delivery of the fault tolerant infrastructure for Sanctions
Payments
• Overcame an impasse between the business and supplier to
create a scoped and planned deliverable
• Enhanced the engagement process with the organisation responsible
for testing
• Introduced a Release Management Governance process
• Took over the relationship management of the third party
supplier
• Production of the template Observation Response document
• Production of many Audit responses in conjunction with the
respective Accountable executives.
Jul
2007 – Apr 2008 Programme Manager VocaLink
Managing a £5.8M business development Programme to enhance
an ATM Managed Services market offering to Independent ATM Deployers
and Financial Institutions; supported by (and mentoring) five project
managers new to the organisation and managing separate software
development and service enhancement/procurement teams. Each workstream
introduced new business processes and/or had significant impact
on existing processes; compliant with card scheme rules, where appropriate.
All transaction processing developments operate on Base 24.
Achievements included;
• Managed the successful analysis, design & development
phases of the Programme
• Delivery of the first business change project; involving
the first iteration of the ATM web-portal Helpdesk solution.
Apr
2007 – Jul 2007 Project Manager TSYS
Managing the final development, testing and implementation phases
of the change project introducing a new process to comply with Visa
Account Updater (VAU) initiative for 11 clients across the Consumer
and Commercial card portfolios.
Achievements included;
• Introduced the project management process, in conjunction
with the member banks involved
• Managed the main software development teams which are based
in the US
• Creation of the project plan (with commitment from member
banks) to deliver VAU compliance in accordance with Card Scheme
deadlines.
Mar
2007 Project Manager LloydsTSB
A short consultancy assignment to review, assess and validate the
programme organisation and initiation and assist the programme manager
with the set-up of the Programme Governance of a major card migration
programme.
Oct 2006 –
Feb 2007 Business Change Project Manager Barclaycard
Managing the IT delivery to support the migration of a store card
portfolio to a new card issuing platform (Vision Plus at FDI). Working
on behalf of a joint venture between a major UK bank and a national
department store providing the capability to also launch new card
products and associated services from the same solution.
Achievements included;
• Delivery of the detailed data mapping design documents
• Preparation of the test and acceptance approach and plans.
LogicaCMG plc
Oct 2005 –
Oct 2006 Portfolio Manager Barclays
Managing the Group IT portfolios for Barcap and Barclays Global
Investors. Prioritising resources, resolving issues and responsible
for software development across the broad spectrum of payment systems,
credit risk management and core banking projects. Managing a challenging
relationship between Barclays Group IT and demanding, senior stakeholders
in Barcap.
Achievements included;
• Introduced a new work reception process
• Developed a new method to track and review progress on all
developments
• Convened and chaired regular review meetings with senior
stakeholders from the client and representatives from the supplier.
Mar 2005 –
Sept 2005 Business Change Project Manager LloydsTSB
Managed the study phase of an initiative to re-engineer the account
opening solution to recruit business banking customers for a High
Street bank and deploy a screen-based solution. Working with the
Business Analysts, six-sigma experts (and senior suppliers where
necessary) to deliver the ‘Best requirements Document’
Group IT had ever received and produced the business case which
secured executive sponsorship of the development. The core card
issuing platform was provided by FDI.
Achievements included;
• Defined, mapped and analysed the account opening process
and developed the replacement process
• Managed the production of the Training Needs Analysis and
development of the training approach.
Apr 2004 –
Feb 2005 Card Services Consultant Saudi Arabia
Commissioned by the Saudi Arabian Monetary Agency, developed and
documented the national debit card scheme rules in conjunction with
the member banks in Saudi Arabia.
Achievements included;
• Delivery of presentations at seminars involving all member
banks
• Successful analysis and communication of all aspects of
Debit Card Management
• Delivery of the documented card scheme rules.
Oct 2003 –
March 2004 Business Change Project Manager LloydsTSB
Managing the requirements definition and functional design phases
to develop and deploy a branch-based, streamlined cardholder recruitment
application.
Achievements included;
• Consulted with senior stakeholders to define the critical
success factors and ensuring the new processes satisfy all requirement
• Managed the analysis team and six sigma consultant to ensure
requirements and proposed processes are defined and documented fully
and accurate.
Mar – Sept
2003 Euro Consultant Dept For International Development
Initiated and orchestrated the business and technical analysis to
provide a Euro readiness assessment and plan for a government department.
Nov 2002 –
Feb 2003 Lead Consultant for Chip & PIN Card Services
Leading an initiative to collate LogicaCMG’s Chip & PIN
capability and communicate to key clients. Liaison with major UK
issuers, card schemes and payment organisations undertaking further
market research, developing LogicaCMG’s card issuer, acquirer
and smart card offerings.
July 2002 – Nov 2002 Business Change Project Manager LloydsTSB
Managing the project to develop and effect a capability to issue
Internet-based, co-branded credit cards. Planning the migration
strategy and managing the significant changes to the operational
model. The service was built upon the First Data card issuing platform.
Sep 2001 –
Jun 2002 Communication Manager Barclays
Managing the communication aspects to circa 39,000 business and
IT staff impacted by the deployment of their IT strategy and the
change to the new corporate technology infrastructure.
Dec 2000 –
Aug 2001 Euro Programme Manager ING
Co-ordinating analysis of the euro impact on Baring Asset Management;
together with the specification, development, testing and implementation
of the required changes to reflect Greece’s adoption of the
euro, the abolition of legacy currencies and the introduction of
euro notes and coin at the end of 2001.
Career History Self-Employed
Management Consultant
Jun
2000 – Oct 2000 Management Consultant Dotcom start-up
Develop a business case and secure investment (Venture) capital
for a New Media company, Exactmedia, proposing to broker banner-advertising
on the Internet using new software linked to a consumer-targeting
database.
Achievements included;
• Prepared the Business Plan, allocating roles and responsibilities,
convened and chaired regular Board Meetings
• Secured an undertaking from a High street bank to fund the
expansion plans of the company (without the need to surrender company
equity).
Aug 2000 Management
Consultant GLP Health Care
Prepare a partnership proposition for a Care Home Agency (dealing
with the buying and selling of Care Homes) as they looked to set-up
in partnership with a national construction firm to build and commission
new Care Homes.
NatWest plc
Mar
1999 – May 2000 e-Services Consultant Banking
Creation of enterprise-wide standards
NatWest had recognised and acknowledged that two of its core systems,
namely email and Intranet, were dysfunctional. This was in spite
of years of repeated attempts to implement an IT strategy involving
group-wide technology standards.
Achievements included;
• Instigated a participative approach to standards creation
and enforcement aligned with a comprehensive communication process
• Delivered enterprise-wide interoperability for the email
and Intranet services.
Feb 1997 –
Apr 1998 Internal Consultant Card Services
Dave undertook an assignment to assist in preparing the Card Services
businesses for the introduction of the euro.
Achievements included;
• Working across the UK and mainland Europe, delivered presentations
to senior stakeholders
• As the focal point for business and technology staff, instigated
the successful analysis methodology.
Oct 1996 –
Jan 1997 Internal Consultant Card Services
Consultancy to both Card Issuer and Acquisition businesses of NatWest,
working with American Express to launch the first co-branded Amex
card.
Feb 1996 – Jun 1996 Project Management Consultancy Card Services
NatWest had negotiated a partnership deal with Tesco to launch and
support their CLUB CARD PLUS product for the First Data card issuing
platform.
During the latter phases of the project, Dave undertook a phase
of consultation with all the business, user and technology representatives
to implement a communication and management process for the project.
Achievements included;
• Delivery of all operational and technology components enabling
the successful new card launch, on schedule
• Effective organisation (team working and delivery of high-quality
documentation - Lord McLaurin, the then Chairman of Tesco, claimed
that he had never worked with such a professional and committed
group of people (being the NatWest team).
Nov 1992 –
Oct 1993 Project Management Infrastructure Renewal
Managing, and mentoring, a team of project managers responsible
for the incremental delivery of the IT strategy, encompassing business
and technology change to Streamline Card Services’ operational
units including:
Achievements included;
• Creation of the Business case with financial and operational
benefits
• Implementation of the migrated (down-sized) mainframe transaction
archival system to a client-server platform
• Delivery of the project on time and to budget (£3M)
with benefits exceeded projections (£3.6M p.a.).
• Successful and effective delivery of Staff training.
Aug 1990 –
Jun 1991 Business Analysis Card Services
Analysing the functions and processes to enable the migration of
a major UK card issuer to a new card Platform.
Achievements included;
• Creation of the data mapping specifications
• Successful testing and acceptance of the migrated solution/service.
Sept 1988 –
Aug 1990 Project Management Card Services
Assisted in the launch and development of the Switch debit card
scheme, involving the bilateral issuer and acquirer arrangements
of the members. Development of both debit/credit merchant services
and debit card issuing services using the Base 24 platform.
Achievements included;
• Delivered the Business Case for bespoke invoicing, statementing
and debtors ledger for 120,000 NatWest Streamline merchants
• Produced the requirements document
• Managed the successful development and delivery of the technology
solution and associated operational processes
• Successfully run the live operation for 12months.
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