PROJECTS COMPLETED

Designing operating model for Pension Provider 

Defining Operating model for Pension Provider automating their pension advice process.  Clarifying vision, and operating model to enable the operations team to work remotely from any geographical area in the United Kingdom.

Implementing of CRM system for Retail Bank 

Consolidating 7 product system customer records into 1 CRM system.  Defining and mapping new customer journey allowing branch staff to cross-sell 7 different retail products in the branch. 

Centralising claims process for Insurance Company

Mapping 14 branch processes for a large insurance company.  Designing a new centralised claims process for new automated workflow system.  Assisted with vendor selection for workflow system

Designing operating model for Insurance Broker

Insurance broker was expanding fast and had to automate and stream line operations.  Mapping of existing processes, re-designing of operations. Standardising the processes and using workflow and imaging system improved efficiency and productivity.

Designing operating model for new Credit Card  Department

Designed an operating model for Credit Card team in a Retail bank product and needed to establiInsurance broker was expanding fast and had to automate and streamline operations.  Mapping of existing processes, re-designing of operations. Standardising the processes and using workflow and imaging system improved efficiency and productivity.

Designing and implementing logistics function for Paper Manufacturer

Designed and implemented new distribution function moving from road to rail transport. Opening 4 distribution centres and outsourcing operations of distribution centres to 3rd parties.

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