Contact
Email: On Request
Phone Number: On Request
Location
London, Warwickshire, The Midlands
Residence
UK
Brief Summary
I have a keen interest in technology and its various applications to drive efficiencies and enriched the user experience. It is this constructive desire to break the paradigm that attracted me to Cloud Solutions as my technology of choice.
Since 2006 I have been privileged with several positions to have been at the fore front of what some technologists call “The Third & Fourth Industrial Revolution”. Many roles I have held would be classed as hybrid roles often referred to as “Subject Matter Expert”; it is in these roles I got exposed to several key operation areas from Lead to Cash, Net Profit Margins, Lifetime Values and Project Budgeting.
I really enjoy drilling down into the “Know Your Client” model and using that knowledge to help drive change to both application and infrastructure. A high-level approximation of where my skillset has me 60% Solution and 40% technical. This is a result of many years of consulting in end clients that often had very limited budget and were unable to acquire development resource. I have never been averse to rolling my sleeves up.
I really enjoy team coaching seeing member of my team grow and put their skills into practise. I have significant experience leading both near and offshore development teams, across parallel development streams.
I prefer a more collaborative approach to successful transformation, engaging third parties and senior stakeholders to deliver digital transformation and mobilisation
I like roles that will help me further my team coaching skills and allow me to deliver tangible change to a company. I am interested in a broad subject matter role and focus more on dedicated program management roles. I enjoy going down routes that helps me broaden my understand of the fast-evolving world of technology.
Key Skills & Business Capabilities
Delegate Authority to Juniors and Graduates
ITIL - Foundation
Service Orientated Architecture
Solution & Technical Architecture Development
Stakeholder Management & Engagement
Business Planning & Strategic Thinking
Agile (Scrum), Waterfall and Various Hybrids Between
Mergers & Acquisitions, Business Integration
Full Project Lifecycle Management & Delivery
Full CPQ and Lead to Cash solutions
Delivery Roadmaps and Project Auditing
MI Conceptual Modelling
Business Process Re-engineering & Delivery
Enterprise Architecture, Pre-Sales, Salesforce.com
Software Development lifecycle (SDLC)
Testing and Governance Frameworks
Team Leadership, Coaching and Teo Mentoring
Sales, Service and Marketing Cloud
SQL, SOQL, SOOL
Regulatory Compliance, MiFID II, GDPR, DPA
IT, Software & Technical Capabilities
Mobility, CRM, Salesforce.com; PaaS, Force.com
CPQ - Zuora, Marketo, Conga, Eclipse, Eloqua
CPQ Labs, Biztalk, Cadis Platform Applications
SOQL & SQL , Wave Analytics, ERP
Service & Sales Cloud Configuration, Sparx
Microsoft Office (Work, Excel, PowerPoint), Apex
Career To Date
Feb 2020 to Apr 2023
CONSULTANT, ARCHITECT & CPQ EXPERT
Various End Clients (USA)
Undertaking a number of CPQ and Commerce Cloud centric projects. These projects are heavily related to the Sales Cloud, Return on Investments and SKU/Asset Management. Key projects across Insurance, Corporate legal, Workforce Management and Investment Management.
Working within CPQ Cloud, the projects are considered business critical and heavily reliant on the CPQ functionality. Customization of CPQ when pricing rules and product rules are not automated enough, Flows and Process Builders were built.
Business Process Documentation and Re-Engineering
SKU management and diversification
Guided selling and user flow journey construction to help standardise product churn
Liaising with internal management to establish best practice
Implementation of multi-region selling teams and multi-currency selling
Flow and Journey automation to allow business safeguards to be implemented across multi-discipline teams
Ensure solutions are scalable, maintainable and extensible promoting OOTB functionality to minimize customizations
Working with project teams prior to design and development activities
Various CPQ and E-commerce store front
Sep 2019 to Feb 2021
SOLUTION ARCHITECT
Aberdeen Standard Investments (UK)
The projected was under considerable scrutiny by senior management so required an eye for detail and consistency to ensure no surprises or project concerns. Documentation has been a failing in this project; I am pleased I have been able to dispel this concern, whilst maintaining the velocity towards “Go Live”.
I have been able to give the project what they needed in terms of deliverable so moved onto my next role and challenge.
Provide a deep understanding and knowledge around best practise and under-utilised functionality.
Identify Technical debt and propose ways to eliminate or levitate.
Advise on eco system transformation feasibility to support sponsor in CAB sessions.
Educate newly hired internal ADM 201 on Functional capabilities and functional gaps to investigate.
Work together with the client project lead to establish deployment process.
Established domain/industry vertical expertise and wider application skills.
Advise on best practices on solution positioning and delivery. Provide feedback to Product Owners.
Collaborate with service partners, product management, R&D teams to ensure they are getting value.
Educate internal teams on current industry and technology drivers to help innovations.
Where required, provide playback on wider industry examples that could be adopted in-house.
May 2019 to Sep 2019
SOLUTION ARCHITECT
Calor Gas
I was approached by an old colleague to help cover him whilst he took paternity leave; the project had slipped by 6 months forcing the “Go Live” date to fall when he was off. This was a unique and challenging project that needed a Salesforce all-rounder to hit the ground running in a fast-paced stressful environment.
Quickly gain an understand of the Salesforce Core Cloud architecture and integration capabilities to drive workshops.
Establish relationship with beleaguered product owners and users to help transfer knowledge.
Modification of ingrained process, business actions and overcome related technical debt.
Ensured sustainable, scalable, best practice solutions to meet and exceed customer needs.
Developed and maintain numerous project deliverables that support the solution design.
Hands-on approach to application configuration/customization to meet client needs.
Feb 2019 to May 2019
SALESFORCE SME (Subject Matter Expert)
McCarthy & Stone
I was performing several roles as part of the 3 months triage placement. Despite going “Live” at the end of a 19-month project, user adoption and system performance was poor. At McCarthy and Stone, they needed a SME to hit the ground running and perform triage and upskill internal Architects and Developers.
Assist with the Cases and Service cloud deployment within the timeframes specified by steer-co.
Represent the technical team in meeting as a Subject matter expertise on internal interactions.
Multi-region mobile rollout across IOS platforms (iPad/iPhone) with custom flash pages.
Utilise extensive Reporting and Einstein experience to implement reporting standards.
Combining insight and automation to setup “Next Best Action” to surface actionable intelligence.
Each subject matter expert (SME) will have the following qualifications.
Educate internal development on metadata, data and AppExchange products to maximise their efforts and efficiency.
Mar 2017 to Dec 2018
SALESFORCE SOLUTION ARCHITECT,
Nomura Banking Group
The primary purpose of this role was to take ownership of Salesforce as a Solution Architect and Product owner of several failing initiatives after a disastrous deployment by an earlier Service Integrator. This involved significant stakeholder management to raise adoption and implementing best practices that would go on to be used in the other regions.
After a successful re-launch of Salesforce and successful migration to lightning being instrumental to this the position turned into a Solution Architect Role. As part of this position I was the lynch pin in between other regions and Senior influencers and stakeholders living in EMEA, this included define, design and drive solutions using both out of the box and custom functionality.
Manages a team of 12 Regional Product Owners & the Regional Delivery Team, controlling budgets.
Develops user stories, defines criteria and testing, sets sprint goals and stakeholder managements.
Leverages Wave Analytics to visually represent big object dataset, creating a single CRM dashboard.
Leads a critical data remediation project, rectifying considerable duplication within the CRM solution.
Einstein Analytics design and rollout onto IOS and Android, coupled with SSO built in.
Delivers compliant solutions covering Japanese trading standards, GDPR, NFPE, MiFID II.
Incorporate strategic cross-sell collaboration, post-Brexit trading locations & de-risk trading measures.
Cost Saving by decommissioning servers equating to £200k per annual saving on a 5-year Lease
May 2014 to Feb 2017
TECHNICAL CHANGE DELIVERY CONSULTANT
Aberdeen Asset Management Plc
This role saw me primarily responsible for the Salesforce Platform as an expert technical consultant supporting the key business program. The Initial relationship between the Service Integrator had broken down and they needed someone that was able to confirm requirements and understand the “Art of the possible” at preliminary stages of the Stakeholder re-engagement sessions.
Ran workshops with key business and technical partners to gather requirements and guide decisions.
Mobile policy creation and IOS/Android rollout to Singapore, EU and US regions.
Produced complex process maps and detailed plans to migrate data from On-Premise into Salesforce.
Utilised small teams to deliver migration roadmaps, scheduling releases and agile sprints.
Remodelled the CRM to remove significant technical debt accrued because of several failed projects.
Led a data encryption project to safeguard highly sensitive data, meeting strict regulatory requirements.
Leveraged value from data, implementing ABI, Crystal & Cube Analytics to drive informed outcomes.
Mar 2012 to May 2014
SALESFORCE SENIOR ANALYST
Financial Times
Responsible for the definition and development of technical specifications, managing stakeholders and mapping the Marketo and Pardot integrations into the B2B and B2C areas
Appointed to define, analyse and document requirements for the company-wide rollout of Salesforce
Collaborated as a multi-disciplined team to plan and deliver the rollout to 2,000 users (£500k Budget)
Interacted with business stakeholders and technical teams to understand and document requirements
Spearheaded technical design sessions, gathering requirements and creating technical specifications
Led, managed and developed a team of 6, monitoring performance and controlling a budget of £100k
Created a tailored B2B selling platform, including a mobile subscription service application & metrics
Designed a B2C cloud-based solution, digitising heavily manual conferencing & meeting functionality
Delivered compliant solutions, including meeting strict ‘China Confidential’ data management rules
Jun 2011 to Feb 2012
SALESFORCE SOLUTION & INTEGRATION LEAD
WI Group
Responsible for designing solutions architecture, overseeing technical aspects of programme roll-out
Appointed to design technical solutions, and lead on project planning, execution and implementation
End-to-end project and programme leadership, including project planning, scope, budgeting and risk
Oversaw 40+ implementations, from ‘quick-wins’ up to large-scale £multi-million budget programmes
Engaged with clients including HSBC, Mulberry, Trakker, Lloyds, Fleetline, Risk, Hyundai & Holidays
Managed onshore and offshore project teams of up to 10 developers, as well as vendors & suppliers
Early Career Details Include
Mar 2011 to Jun 2011
Jun 2010 to Feb 2011
Cloud Architect
Agile Project Manager
Gould Tech Solutions
Rapidforce
Jan 2010 to May 2010
Salesforce.com Project Manager
SaaS SOS
Aug 2009 to Dec 2009
Salesforce.com Consultant
Cambridge University Press
Jul 2008 to Aug 2009
Salesforce Solution Specialist
Veolia Environmental Services Plc
Feb 2006 to Jun 2008
CRM Implementation Consultant
Solace Spa
Jan 2005 to Jun 2006
Salesforce Support Desk Manager
Servicing Solutions
Professional Accreditation & Courses
ITIL Exam
- ITIL Foundation
Salesforce
- Sales Cloud Consultant CON201
- Salesforce Administration
- Service Cloud Certification
MSPA Practitioner Exam
- Exam booked for Oct
The Open Group Architecture Framework (TOGAF)
- TOGAF 9.2 Level 1 & 2 (In Progress)