Sage CRM/ERP Project Manager & Principal Consultant, HR, Cloud, SaaS, Channel Partner Management @ Sage (UK) Limited
Diploma: NLP Life & Excellence Coaching (Dip. NLPLC) @
The Cressingham Institute of Clinical Hypnosis
Leader, syndicated author, Business Change agent, helping executives turn the vision into reality; build Customer-Centric organisations; deliver strategic value.
High calibre CLIENT EXECUTIVE with 29 years experience leading large organisations through Organisational Change, restructures, business transformation programs, business change management strategy exercises and technology change programs – from Business case development, through Capability development to benefits realisation
Leader, syndicated author, Business Change agent, helping executives turn the vision into reality; build Customer-Centric organisations; deliver strategic value.
High calibre CLIENT EXECUTIVE with 29 years experience leading large organisations through Organisational Change, restructures, business transformation programs, business change management strategy exercises and technology change programs – from Business case development, through Capability development to benefits realisation and delivery of business-as-usual (BAU) services.
Licensed for Prosci Change Management Pilot Pro Toolkit (ADKAR) & Best Practices in CM 2014.
Deep understanding of business, governance processes, technology, process, change and operational issues; coupled with the ability to identify, define, sell and implement business-focused solutions, delivering benefits to quantifiable measures.
Management consulting experience includes the resolution of challenges such as:
• interventions to enable change in peoples beliefs, values, attitudes
• turnaround / recovery of failing business units, programs, projects
• business operating model / practice development
• breaking into new areas / reviving 'stalled' practices
• business processes redesign / outsourcing - driving customer value
• business readiness / value proposition development / go to market strategy
• defining / establishing best-practice and centralised process life-cycles
eg Sales -> Implementation -> Support ( 'PMO-In-Box')
Leadership, organisational design, change strategy, project/program management, BPO, business development, account / supplier management.
Business process/change, retail/ecommerce, customer centricity, CEM - Customer Experience Management, Web, CRM, ERP, HR, BI, SCM, PDM, PLM, CAD, workflow, document management, resourcing solutions, professional services, bespoke web / application software development, vendor selection, package implementation, proposal preparation.
Delivery Executive @ Delivery Executive leading an 18 month digital transformation programme to implement a cloud-based Local Government Platform (LGP) at City of Gold Coast, a Lighthouse Customer and the 2nd largest local government in Australia.
As part of an $61.5M / 11.5 year contract, the solution will deliver essential capabilities to support and enable hosting of the XXI Commonwealth Games 2018.
The solution will see the implementation of:
- Infor's Pathway / ePathway solution for local authorities in A&NZ
- Infor Public Sector (IPS / Hansen) 'Water' customer care and billing solution
- Objective's Content, Collaboration and Process Management solutions for the Public sector
The solution will enable CofGC to deliver $28M net savings over 12 years, providing a 24/7 online customer portal, a single view of the customer, enabling a mobile workforce through efficient workflow and process design.
CofGC will improve how the workforce delivers services, transforming the City's Customer Experience. From November 2015 to Present (2 months) (Ad-hoc Advisory role) Expert Consultant (PM, ERP/CRM, Business Consulting, Ecommerce/Internet) @ [NOTE: This role is for ad-hoc telephone consultations that I perform out-of hours and should be considered separate from the resume chronology. LinkedIn does not currently let me 'hide' this entry at the bottom of my profile, so recruiting managers should disregard this section chronologically!!]
Selected by Coleman Research Hong Kong to provide ad-hoc specialist consultations with their clients as required.
The world's leading Corporations, Consulting Firms, Investment Firms, Hedge Funds, Asset Managers, Private Equity Firms, and Law Firms depend on Coleman for primary research, to access first-hand perspectives from specialised industry experts.
Established in 2003, Coleman is an expert network that serves hundreds of global institutions and more than 5,000 analysts worldwide. The firm gives clients compliant access to expert insights through phone consultations, conference events, panel surveys and placement services.
Coleman offers the industry’s largest hand-selected consulting network. It spans all industries and geographies, and includes hundreds of thousands of industry executives, senior managers and product experts in more than 12,000 cities worldwide.
Head-quartered in New York, the firm also has offices in Beijing, Hong Kong, London and Raleigh. From November 2014 to Present (1 year 2 months) (Ad-hoc Advisory role) Knowledge Consultant @ [NOTE: ad-hoc telephone consultations (out-of hours), disregard this section chronologically!!]
Headquartered in China, Capvision Partners Ltd. is a world-leading primary research firm that facilitates knowledge transfer and business between investors, business leaders, and professionals around the globe - assisting leading financial institutions and consulting firms in developing better insights into their choice markets.
With a global presence in Shanghai, Beijing, Shenzhen, Hong Kong, New York, and Berlin, Capvision works with over 400 hedge funds, PE firms, consulting firms and corporations globally to assist them in meeting investment, research, and business needs.
Working as a Knowledge Consultant for Capvision, I provide insights to help asset manager clients, from hedge funds, private equity firms, and long-only institutional investors to top global management consulting firms and multinationals. From 2014 to Present (1 year) (Ad-hoc Advisory role) Specialist Consultant (ERP/CRM, Business Consulting, Internet Technologies) @ [NOTE: ad-hoc telephone consultations (out-of hours), disregard this section chronologically!!]
Selected by CognoLink to provide ad-hoc specialist consultations with their cients as required.
CognoLink is an independent research firm that manages an expansive and rapidly growing global network of industry specialists.
Founded in 2007 by two former Bain & Company consultants, they facilitate consultations between their clients – private equity firms, hedge funds and strategy consultancies – and industry specialists who can deliver vital insight ahead of key investment decisions.
Their network of specialists includes business executives, politicians, industry consultants, lawyers, accountants, doctors and academics who have been selected for their experience, insight and analysis across a broad range of industries and geographical areas.
Their clients include some of the world's leading hedge funds, mutual funds, private equity firms and strategy consultancies - trusting them to connect them with specialists who can provide them with the critical information they need to make informed business and investment decisions. From 2010 to Present (5 years) (Ad-hoc Advisory role) Specialist Advisor (Enterprise Applications, Process and Project Management) @ [NOTE: ad-hoc telephone consultations (out-of hours), disregard this section chronologically!!]
An invited member of Guidepoint Global Advisors (formerly The Society of Industry Leaders) run by Vista Research (formerly a Standard & Poor's company - part of The McGraw Hill Companies - now part of Guidepoint Global).
Through membership of this group, I provide specialist consultation via the telephone, on an ad-hoc basis to clients of Vista Research. Vista Research supports the buy-side research needs of institutional money managers with independent, unbiased research.
Guidepoint Global link leading business and investment decision makers with the world's foremost subject matter experts.
Standard & Poor is a prominent global provider of independent credit ratings, financial indices, risk evaluation, investment research, data, and valuations.
Enterprise Business Process Management, CRM, ERP, Financials, Project Management, Inter-enterprise Apps (collaboration), Portals/Content Management, Application Integration and Middleware, BI (Business Intelligence) From August 2007 to Present (8 years 5 months) Program Director @ Reporting to the CIO, responsible for delivering multiple project streams using an Agile approach. From July 2015 to November 2015 (5 months) Sydney, AustraliaProject Director @ Reporting to the General Manager, Project Delivery - responsible for implementing Infor's Enterprise Asset Management (EAM) solution across the business.
EAM provides Broadcast Australia with a core strategic platform that will enable lifetime management and investment in the assets comprising the national broadcast infrastructure, providing services to customers such as ABC and SBS.
The solution encompasses the following key business processes:
Asset Management, Purchasing, Inventory & Spares Management, Planned Maintenance, Design, Project Delivery, Contract Management, Request Management, Corrective Maintenance, Work Management, Bids/Proposals, Capital Planning Request, Problem Management, Energy Management, Fuel Management. From December 2014 to November 2015 (1 year) Sydney, AustraliaRelocated permanently to Australia and went on a Road-Trip @ My partner and I took a break to establish ourselves in Australia, to visit family and friends on both sides, and to travel coast to coast in a converted Ambo - exploring Western Australia, Southern Australia, Victoria and New South Wales in the process.
Hitting a large 'roo stopped us reaching Byron Bay, the Gold Coast and Brisbane, QLD, so they will be added to the next trip Outback beyond the Black Stump - encompassing the Top End and the Red Centre. From February 2014 to December 2014 (11 months) Senior Change/Project Manager @ • Recruited to assist Vertu's transition of systems and business processes as part of the separation / 'carve out' from Nokia after the sale of this luxury mobile phone manufacturer to private equity firm EQT. Complex stakeholder management across 28 Vertu departments, 5 companies, with offshore teams in 10 locations across 5 countries.
• Project managed the RFI, procurement, vendor scoring/selection, negotiation processes and global implementation / rollout of an integrated technology / change programme to replace Product Data Management (PDM) and Computer Aided Design (CAD) systems and processes. This challenging project was delivered to an "impossible" deadline and to quality/budget.
• Recommended / selected new PDM solution (PTC Windchill), managing the transition from the Nokia estate to Vertu's replacement system, successfully extracting / migrating 14 years of mobile phone product data using an Agile approach, delivering successful Change Management.
• Recommended / selected new CAD solution (PTC Creo), working with Mechanical Engineers / Industrial Designers to ensure that new processes continued to support end-to-end product design capability.
• Performed Business Process Modelling to document requirements: document management, lifecycles of parts & documents, item management for project and production use, Engineering Change Management (ECM), coding & versioning principles (documents & parts), data model, roles/access policy, data migration from existing systems, integration to SAP/MES (Manufacturing Execution System), ISO accreditation and Type Approval compliance.
• Assisted scoping / planning of SAP Inventory Management project to improve stock management across the business.
PDM / PLM (Product Lifecycle Management) manages / publishes the product data used to track the costs of creating / launching a product, including product technical specifications, manufacturing / development specifications, and the material types / bill of materials (BOM). From 2012 to February 2014 (2 years) Interim/Project Manager, Independant Management Consultant, Managing Director @ Global Village brings more than 28 years of high calibre Consultancy, Business Development and Project Management experience to bear on client engagements of all sizes.
Global Village was formed to provide contract / interim services such as: independent management consulting expertise, project management, technology / vendor selection and solution design expertise to a variety of enterprise, upper mid-market and SME organisations - operating as prime-contractor where required for specific solutions.
Global Village also advises private equity firms, hedge funds and strategy consultancies ahead of key investment decisions. From September 2005 to February 2014 (8 years 6 months) Interim Retail Change & Project Manager @ Successfully project and change managing the establishment of multi-year, outsourced managed services:
• Ecommerce - Online Shop (office supplies, collectibles from Royal Mint, Royal Mail, Hornby etc) including product ranges for the Diamond Jubilee and the Olympics, with total SKU range to 15,000 lines. http://www.postofficeshop.co.uk/
• Stock Management (planogram based, automated order process etc), including an order management/stock replenishment web portal, creating and executing internal/external communications plans, transferring service to BAU operations
• , including requirements gathering, managing the OJEU public procurement process for supplier selection
The projects included working with Post Office Marketing teams to develop the supporting marketing plan in conjunction with external agencies. From November 2011 to 2012 (1 year) London, United KingdomBusiness Development Executive @ Charteris is a specialist in business change, applying deep experience to deliver organisational agility for competitive edge and greater business efficiency in fast changing markets.
Charteris transforms business performance in leading public and private sector organisations using both agile business change techniques and the strategic application of technology.
Charteris focuses on three key business areas: helping clients adopt a customer-centric approach; implementing solutions that deliver an integrated enterprise; and achieving operational excellence though infrastructure optimisation.
• Customer Centricity, Customer Experience, Agile Business Change
• Retail, Supply Chain, Manufacturing, Wholesale and Distribution
• Service Companies, Government, Public Sector
• Due Diligence, Programme Management, Project Diagnostics/Recovery
• Microsoft Dynamics AX, Microsoft Dynamics CRM, ERP, CRM, eCommerce
• Advanced Application Development, IT Service Transformation From January 2011 to November 2011 (11 months) London, United KingdomPrincipal Consultant @ Key responsibilities include developing relationships with Sage enterprise customers and Business Partners, growing CRM/ERP business revenues for SageCRM, www.SageCRM.com, SalesLogix, Sage 1000, Sage 1000 HR, Line 500 and Sage 200, as well as the day to day management of a team of Professional Services Consultants.
Clients include: Computacenter, Dairy Crest, Karcher, Budget Rent-a-car, British Council, First Data, Hubbell, Holland & Barrett, Toyota, Visit Scotland From 2008 to 2010 (2 years) Microsoft Dynamics Practise - Senior Lead Consultant (Interim) @ Worked on an interim basis, creating and building HP's Microsoft Dynamics Practise in the UK, working solely at the Enterprise level.
• creation / agreement of business plan with HP and Microsoft exec's
• value proposition development
• collateral development
• go-to-market strategy
• sales force training
• client proposals and presentations
(Microsoft Dynamics CRM, Microsoft Dynamics AX) From January 2007 to August 2007 (8 months) Director Microsoft Dynamics Practice (Interim) @ Key focus on helping clients to build or grow their Microsoft Dynamics (and related technologies) business, for clients such as Hewlett-Packard (Microsoft Dynamics CRM, Microsoft Dynamics AX and related technologies).
Additionally, worked to create and develop Charterhouse's Dynamics resourcing solutions capabilitity, building relationships with key Microsoft partners. From 2006 to 2007 (1 year) Brighton, United KingdomCorporate Account Executive (Direct Sales) @ Larry Ellison's NetSuite is an online CRM/ERP solution for the SME / mid-market that combines customer-facing CRM and Web capabilities with back-office ERP capabilities in a single application to run an entire company - from customer relationship management (CRM) to enterprise resource planning (ERP) to Web capabilities. From 2006 to 2006 (less than a year) Business Development Manager @ ActiveIS is a Microsoft Gold Partner for Microsoft Dynamics CRM & custom software development, including web, Microsoft .NET and Microsoft SharePoint.
Worked closely with Microsoft to launch one of the first cloud / SaaS Microsoft Dynamics CRM services in Europe. From 2005 to 2006 (1 year) Divisional Manager & Principal Consultant @ iGATE Global Solutions services include consulting, IT Services, Data Analytics, Enterprise Systems, BPO/BSP, Contact Center and Infrastructure Management Services.
Technologies: Oracle Ebusiness Suite, Peoplesoft, Microsoft .NET, J2EE (bespoke web development) etc
Client include: lastminute.com, cahoot online bank, JP Morgan Chase, BT, Hasbro, ntl, Baxter Healthcare, Simmons & Simmons, Scottish Natural Heritage From 2001 to 2004 (3 years) ecommerce Programme Manager (Interim) @ Managed Service Provider providing web application evolution and support services.
Clients managed: Forte Hotels Group including ddefining web/IT strategy to support the divestment of Heritage, Posthouse and Le Meridien brands to Macdonald, Bass and Nomura International respectively. From March 2001 to August 2001 (6 months) Slough, United Kingdomecommerce Programme Manager (Interim) @ BroadVision partner specialising in Retail solutions, ecommerce and Content Management (CMS).
Established best practice use of DSDM/Agile methodology within Project Management Office.
Managed complex CMS/portal development programme for Lloyds TSB Group, core team of 25. Also worked with Dixons Stores Group (Dixons, The Link, Currys, PC World). From November 2000 to February 2001 (4 months) ecommerce Programme Manager (Interim) @ New media company specialising in online ecommerce strategy across web, interactive digital television, wireless, consoles, kiosk and emerging channels.
Project / programme management, including a wealth management portal for Deutsche Bank, insurance quotation / ecommerce sites for Zurich Financial Services/Eagle Star/white label sites, and an Interactive Digital TV pilot for Thomson Travel. From April 2000 to October 2000 (7 months) Workflow Custom Development Manager (Senior Consultant) @ Project managed the development of workflow, document management & Investment Fund/Asset Management solutions.
Redesigned businesses to deliver significant cost/time/effort savings for major financial services companies, insurance companies and high street banks.
Clients include: Natwest Bank, Scottish Provident, Scottish Provident International (Isle of Man), Scottish Equitable, Prime Health, International Financial Data Services, Legal & General, Standard Life, Lloyds Bank, Supra, Central Beheer, Unum, Friends Provident, Eurofil, Royal & Sun Alliance From 1997 to 2000 (3 years) Various roles from Consultant to Deputy Programme Manager @ Project managed, designed, developed and supported key business applications and infrastructure projects for bespoke, mission critical, retail banking solutions. From 1986 to 1996 (10 years) London, United Kingdom
Practitioner of Neuro-Linguistic Programming, Dip. PNLP, LC, NLPLC, NLPBC, SAC @ The Cressingham Institute of Clinical Hypnosis From 2009 to 2010 Computer Science @ Havering College of Further & Higher Education From 1984 to 1986 Sanders Draper From 1979 to 1986 Dean (CMI) is skilled in: Business Development, Practice Management, Management Consulting, Consultancy, Change Management, Thought Leadership, Customer Centricity, Customer Experience, Customer Engagement, Employee Engagement, Customer Service, Blogging, Social Media, Social Networking, Retail