My responsibilities have covered enterprise platforms, improvements to business systems and product portfolios. The examples below bring together work from several organisations.
Salesforce and connected business systems, including roadmaps, integrations and ongoing delivery.
Wasabi
Owned Salesforce roadmaps across Sales, Marketing, Finance and Support, managing internal administrators and external consultants. The scope includes Sales, Service and Experience Clouds, CPQ, reporting and finance integrations.
London Stock Exchange
Served on the management team for a Salesforce migration bringing multiple CRMs and data sources into one system. My responsibilities included process mapping, data cleansing and migration, and defining sharing rules for the sales teams.
Triverus Consulting
Led a development team as Product Owner and delivered an integrated solution that improved a government client’s access to its digital asset library, with security and audit controls.
Wasabi
Delivered the Zendesk-to-Service Cloud migration for 35+ support agents and a customer portal for viewing and managing cases.
Wasabi
Worked on the greenfield Salesforce implementation and integrations with marketing and core business systems. Delivered a new customer sign-up portal that gave Marketing greater control over design and customer metrics.
Power Place Insurance
Led business analysis for a greenfield Salesforce implementation across four territories, delivered in two phases over 18 months. I was also responsible for a junior Salesforce administrator.
The Mentor Network
Managed multiple Salesforce application releases with nationally distributed business teams and external developers.
Carbonite, via Leapfrog Systems
Worked on a migration covering websites, web services, databases and CRM.
Changes to established systems and processes, supported by business analysis and consistent delivery practices.
Indigo Ag
Created a standard for workflow diagrams and served on the process-capture steering committee. Established business and system requirements standards for the product team.
Willis Towers Watson
Analysed document-generation and underwriting processes across more than 40 teams. The gap analysis and recommendations supported the decision on improving or replacing the existing system.
Wasabi
Created and championed process-capture standards across Lead to Cash, and worked with Marketing and Support on feature priorities.
Indigo Ag
Led improvements to the commercial Salesforce system that increased adoption from approximately 40% to 90%.
Indigo Ag
Owned the roadmap and backlog for these teams. The workflow improvements helped them achieve a tenfold increase in productivity.
Wasabi
Improved CPQ workflows used by 200+ sales staff and delivered forecasting and reporting work with Finance.
Power Place Insurance
Re-engineered the renewals and delegated authority processes. The work earned a CEO award for excellence in 2010.
Wasabi
Participated in the Service Cloud Agentforce pilot to explore AI assistance with common support cases.
Responsibility for teams, product roadmaps and the maintenance and improvement of products over time.
iPrism
As Head of Product Development, led a nine-person function. By the end of my time there, we had added and maintained more than 50 insurance products, including ongoing changes and improvements.
Triverus Consulting
Led developers, managed the budget and served as the primary client contact, alongside Product Owner, Scrum Master and testing responsibilities. Received two internal “You Rock” awards.
iPrism
Owned the product roadmap and reported progress, working with executives, underwriters and operations on policy administration and underwriting systems.
CNA Insurance
Managed changes, releases, testing and support for 11 insurance products across Europe. The products used Excel, SQL and VBA.
QMetric / Policy Expert
Managed and mentored junior staff and introduced weekly discussions to share technical and business knowledge across teams.
iPrism
The team released 22 insurance products across five lines in three months, meeting the company’s go-live date. This was part of the wider portfolio responsibility.
QMetric / Policy Expert
Coordinated integration with a UK comparison website, working across development, testing, underwriting, Marketing, the call centre and senior management.
Prototypes built using AI-assisted development, alongside a Salesforce pilot.
Prototype · AI-assisted development
I built a tool that uses Salesforce metadata to determine process specifications expressed as use cases. The work connects my experience of Salesforce with process documentation.
This is prototype work; no production deployment or external testing is claimed.
Proof of concept · AI-assisted development
I built a proof of concept that takes an uploaded tax form and uses AI to interpret its contents. When the AI is not confident in its interpretation, it routes the result to a person for review.
The prototype explores document interpretation and human review. It is not presented as a production tax-processing system.
Wasabi · Pilot
Participated in the Service Cloud Agentforce pilot to explore AI assistance with common support cases.
I’m interested in director-level technology and product roles.