Applications:

• Pensions MI and Reporting (including Auto Enrolment)

Responsibilities:
• Produce business requirements, technical design documentation and assist in UAT testing for the development of automated MI and high quality reports for use by internal and external pension trustees in MS Word / PDF formats generated by MS VBA programs. Report types included Governance, Data quality, Financial, Member status etc.

• Gained substantial experience in design, build and testing of MS SQL Server databases, tables, stored procedures, functions, C# and .NET technologies ASP and Visual Studio. 

Achievements:
• Documentation and design according to L&G standards and given timescales.

Applications:

• Created a customer centric view of the policy level data from an Oracle TIA insurance system.

• Designed data extract programs to be loaded into the Noetica dialler, for outbound calling, using proprietary web services.

Responsibilities:
• Using standard BA techniques, compiled the business requirements, functional and technical design documentation.
• Used MS Sequel server environment to write MS SQL using SQL Server Management Studio 2008 (SSMS).

Achievements:
• Documentation and design according to Allianz standards and given timescales.

Applications:

Project to move IBM COBOL DB2 development and testing from the IBM mainframe to PCs and servers to save MIPS using Micro Focus COBOL Compiler tools and Eclipse IDE.

Responsibilities

Produced project and design documentation. Design, Code and Test required software i.e. Pre-compiler. Liaise with the client on a day to day basis. Assist in the rollout and training of the delivered solution with the developers.

Achievements

Each project phase was delivered according to the contractual timescales.

Applications:

 
Project 1:  Designed a software solution to receive customer and policy transactional insurance details from an online policy self service broker system called Acturis. The complex policy data contained the full customer and policy information (Domestic / Industrial). This data was populated into a relational database and used to feed 21 existing legacy and reporting systems. Test versions of Acturis were used to generate data for testing.
Project 2:  Gathered user business requirements. Produced required project plan, design, database and modelling documentation for a leading edge MI system to store and deliver customer transactional insurance policy data. The policy transactional data was converted into episodic form (policy history). This gave exploded policy MI details at an extremely detailed level. Regardless of how many changes and endorsements were made to a policy, it was possible to look at the policy and understand current positions and earnings per month etc.

Responsibilities::

• Requirements elicitation, workshop facilitation, functional and technical design. Ensure complex Acturis XML data messages were stored correctly in a new DB2 database. Supervised DB2 database revisions from the original design. Produced design and technical specifications for programs JCL, FTP and TWS (OPC) scheduling. Designed and wrote and unit UAT tested batch COBOL DB2 programs

Achievements:
• Software produced to client’s standards and timescales.

Responsibilities:ties::
• Develop advanced analytic techniques to capture and manage patient data from care providers.
• Co-ordinated and collected the requirements from internal NHS sources.
• Liaised with external suppliers of software systems to the NHS.
• Held various workshops to gather all ideas and concepts.
• Produced an end-to-end design specification to meet the requirements of the proof of concept.
• The design of the data warehouse incorporated the accepted NHS generic model.

Achievements:
• Project deemed viable and signed off to progress to the next stage which was site piloting.

Implementation of Micro Focus Mainframe Express (MFEEE) across the RBS Group. A mainframe COBOL CICS DB2 productivity development tool run on the Windows NT PC platform.

Responsibilities::
• Produce the projects Business Requirements, Functional and Non-functional.
• Co-authored the technical documentation for the project.
• Developed the off-host server development environment (Citrix based).
• Documented system for future expansion of further feeds.
• Provided technical assistance and documentation to the external training company.
• Developed new best practices and procedures for developers after leaving the mainframe.
• Wrote a HTML based Intranet Wiki to provide help and information.

Achievements:
• Project was delivered on budget
• Using MFEEE wrote a full commercial CICS and Batch COBOL DB2 GL Hierarchy Summarisation system.

Maintain and enhance the main Abbey reconciliation system for Business Banking, Mortgages, Finance loans and secure lendings. Added new feed into the system for Cahoot Internet banking and Credit card transactions.

Responsibilities::
• Split the system into individual job streams to simplify processing and support.
• Produced adhoc reports for the business users.
• Added new Cahoot feeds into the system.
• Documented system for future expansion of further feeds.

Achievements:
• Project was delivered on time and on budget.

Designed an online front-end system to enable Policy Endorsements to be entered with validation. Also designed the batch process to generate appropriate customer correspondence via the printing services department. This replaced a paper-based system for requesting policy
endorsements and manually generating customer correspondence via a word processor.

Responsibilities:
• After workshops and face-to-face meetings with the business, produced the Business Requirements documents for the project.
• Produced Functional design documentation of online and batch components.
• Compiled all the technical documentation for the functional and database designs.
• Using Testdirector, set-up system test scripts.
• Provided support for the programming team during development.
• Wrote appropriate documentation to request resources from other departments and to progress the software components into production.

Achievements:
• Project was delivered on time.
• Cost, accuracy and time savings by the successful implementation of this project.

Applications: Move an existing Purchasing/Invoicing/Warehousing system (POPIMS) from an externally hosted mainframe computer used by Perkins Engines to a mainframe in the US owned by parent company Caterpillar.

Responsibilities:
• Convert COBOL IMS / DB2 batch and online programs from COBOL 1 to IBM Enterprise COBOL.
• Change COBOL source to Caterpillar Coding Standards.
• Test and debug online programs.
• Provided Debug support to the official Testing team.
• Wrote Test and Production JCL for the batch programs to Caterpillar JCL Standards.
• Test and debug batch programs.

Achievements:
• Project was delivered on time and under budget.
• IMS DB/DC DL1 skills were refreshed and updated.

High profile integrations of National Westminster Bank and Ulster Bank Financial systems onto the RBS IBM IT platform dominated my six year contract.

Responsibilities::
• Meeting various Business sections,
• Writing Functional, Application and Technical designs and Unit test plans.
• Programming Online and Batch programs using COBOL CICS DB2 SQL.
• Units testing and providing support to a professional system testing team.
• Producing implementation scheduling documents.

Achievements:
• Upgrade of the Walker financial systems to versions 17.1 and then to E2.
• Customisation and Implementation of Fixed Asset Register package (Asset Management).
• Performance enhancements to the RBS financial systems (General Ledger, Purchase Ordering, Accounts Payable, and Asset Register) to process 4 to 5 times the pre integration daily and monthly volumes.
• Conversion of the above financial systems to accept and work with Euro currency.
• Modified and tuned the Drill down/Summarisation and Responsibility Reporting replacement modules, licensed from my company, to also handle quadruple volumes.

I single handedly designed, wrote, tested and delivered a Cash Book and Reporting module for the Walker environment. The software completely computerised the Treasury department, which was previously paper based. All of the society’s bank accounts were monitored. Electronic bank statement information was fed in from 4 banks. Accounts Payable information was automatically extracted from the Walker AP and fed in. General Ledger and MRECS information was extracted and posted into the Walker GL overnight.

Business / Systems Analyst Programmer

I installed my own licensed replacement Responsibility Reporting system. The replacement system reduced the existing hierarchical reporting times from 3-6 hours elapsed down to 16 minutes elapsed. Further gains could have been made if the 12 programs ran in parallel.

Designed, wrote and tested further additions to the Walker system using RAD methodology. One of the enhancements was to consolidate Accounts payable remittances across all control entities into one payment and statement.

Ongoing Walker GL enhancements and customisations. I performed a total review of the Walker GL with a view to increasing performance / functionality and cutting costs. As a result I re-wrote the 4 major GL and Responsibility Reporting (RR) transactions 139, 140, 884 and 870 into COBOL and licensed them to RBS. I also re-wrote the whole of the Responsibility reporting suite into COBOL and replaced the Demand / Update Summarisation processing suite with my own designed software solution. The Walker Responsibility reporting suite was decommissioned and costs were dramatically reduced.

Business / Systems Analyst Programmer

Ongoing Walker enhancements and Customisation to all Walker modules AP,PO,GL,IM,CARMS. I designed, wrote tested and implemented a Walker Archiving and Purging system. I re-wrote many transactions and reports for efficiency. I designed and wrote a security system to restrict and monitor Walker system administrators.

Produced technical specifications for On-line transactions and Batch reports for the customisation of the Walker Accounts Payable, Purchase Order and CARMS modules. From these technical specifications, transactions and reports were written using the supplied Walker personaliser tools. Participated on the upgrade of the above products to 16.5 and added extra functionality to the package.

My responsibility was to install and upgrade the Walker General Ledger 16.0 from 15.5 in a CICS/DL1 environment. All previous 15.5 customisations and data were carried forward to the new release. All Batch feeder/extract systems were amended to accommodate new file and functional changes. I also assisted another team in the customisation of CARMS/Billing and wrote the two main online transactions. I since returned on a part time basis to add extra functionality to the above transactions.

I was part of the CUSTOMER INFORMATION SYSTEMS team developing a customer based information database (DB2). This was a Mainframe system linked to PC LAN networks in all the Banks Branches. I was responsible for designing and coding most of the performance critical CICS programs using the APS COBOL generator. On my second contract with the Midland Bank, my duties were to Analyse and implement ongoing changes to the CICS system, maintain the live CIS system and to deputise for the Host On-line Manager.

Extensively trained by Walker International on their Financial Packages and Personaliser tools. I was heavily involved in the customisation and tailoring of the On-line and Batch AP,PO,GL,IM,AM & CARMS Modules.
Responsibilities included training National Power staff and new contractors.