PROGRAM ADVISOR - SERVICES MODERNIZATION

A key member of a consulting team that is assisting with modernizing many of the major services offered across Canada. Advising both the consulting team who will deliver the projects awarded in the portfolios and the client's management team who are responsible for the overall delivery of each program. These projects often include discovery phases to define the solution and the key business driver needed to build the project, a design phase that brings in the core requirements and success measures, followed by the build and implement phase. L A Consults provides project governance, quality assurance, risk management and executive advisory services.

PROGRAM EXECUTIVE - PLATFORM TRANSFORMATION

Completed the design and initiation phase of a multi-year $150 million dollar program to replace the technology platform for a major line of business at a financial institution. Program initiation phase included evaluating and selecting vendor partners, negotiating a long term service contract, designing the program organization and onboarding the team, and determining the business requirements. A number of methodologies were introduced as part of the program including agile development, a business implementation framework to ensure business acceptance and a robust change management framework to support helping the teams adopt the new methods.

PROGRAM EXECUTIVE - MAJOR COMPLIANCE PROJECT 

Provided executive leadership of a $250 million program to implement process and technology changes necessary to comply with a new set of Capital Adequacy rules for financial institutions globally. The Scope of the program included interpreting the impact and change required by the new rules, data cleansing and management, new credit adjudication models and processes, introduction of operational risk practices, and new liquidity and market risk assessment models. The program applied globally and included managing relationships with the National Financial Regulators in Europe, Asia and North America. The program structure was a federated approach with project teams in each country, line of business and functional unit within the financial institution and an enterprise program office which ultimately reported to the Board of Directors.

PROGRAM EXECUTIVE - EUROPEAN EXPANSION

A major wealth management organization wished to expand their market to Europe and Asia and set up teams from their North American operations to acquire and integrate an operation that would support both the European and Asian base. The scope of the assignment was to acquire a series of small local stock broker firms in the UK and Europe and integrate these into an existing small operation. For each acquisition due diligence was conducted for each target company and a purchase and sale negotiation. Operations were integrated into the existing base firm and a client conversion was executed.

In each country an initial firm was identified and purchased, technology solutions were sourced and business processes designed. A product suite was developed that was based both on a North American model and local preferences and teams were resourced and trained.  Teams and clients were guided through significant change as new products and procedures were introduced.  

DIGITAL SOLUTIONS FOR NOT FOR PROFIT FOUNDATIONS

Working with a number of not for profits in the community, we have helped investigate and experiment with many of the new Al based technologies to see how these can best fit within the organizations operating model. Artificial Intelligence solutions include Generative Al Chat Bots, Marketing campaign analysis and process automation through Al agentics. 

INTRODUCE CLOUD BASED SOLUTIONS

Not for profits are often volunteer based organization with little to no technology support available and a distributed team. We design a technology roadmap that will address the evolving needs as the organization grows. Source and implement cloud based (SaaS) solutions to support team collaboration, project management,  document management, payroll processing, bulk emailing, volunteer management, donor management and accounting. We also support a core team of staff and volunteers in transitioning to the new tools so that the organization can continue to manage the new tools and tech.

PROJECT TO OPEN A RETAIL OPERATION

Objective of the project is to open a retail warehouse operation to fund a not for profit's core programs. The team supporting this initiative is largely volunteer based and includes experience with construction and operating a retail outlet. Provision of project management expertise ensured that all aspects of the project were considered and that a critical timeline was recognized. 

EVENT CO-CHAIR

The initial role on the committee was project manager, providing planning and support for logistics. This evolved to a co-chair position, supporting the logistics aspects of the event as well as spokesperson for the evening gala. A framework for the event was developed and is now in use that provides the structure for every aspect of the event including a project plan and event show flow, competition and auction logistics, a budget tracking process and recognition of gift in kind revenue contribution.