Deal shaping, creating digital strategies, planning & leading engagements, advising digital organisations on building strong delivery capabilities

Responsible for leading our client's Content Migration programs and building the xillio team in the UK.

Freeman Clarke is the UK’s largest and most experienced team of portfolio IT Directors, CTO's and CIO's for ambitious SMEs.Ambitious businesses need first-class IT leaders, Freeman Clarke is the UK’s largest and most experienced team of fractional IT Directors. We aren’t interim, consultants or freelancers, we are impartial IT Directors, CTO's and CIO's who can become a part-time, long-term member of your senior team at a fraction of the cost of a full-timer.Our aim is to establish long-term relationships with our clients, to provide first-class IT Directors, CTO's and CIO's on a part-time basis. Our team is backed by methods and benchmark data and forms a unique community of experts. We aim to be part of our clients’ long-term success story.For more information please visit www.freemanclarke.co.uk or email andy.copland@freemanclarke.co.uk

- Provide advisory and expertise on complex Digital Transformation initiatives - Responsible for services growth across all Content & MarTech solutions in Europe- Lead hiring of key GTM & delivery leads in target countries- Personalising global offerings for European clients and leading deals

I lead the UKs Digital engineering community that provides specialised squads, pods and scrums to realise our clients digital aspirations.We specialise in working with our clients to establish their foundational digital capabilities whether it be through MVPs, DevOps transformation, tooling or advice.Our people are passionate about technology, obsessive about quality and driven to learn and improve their skills.Our services include:- Squad-in-a-box: experienced squads, ready to work on modern technologies- Engineering Consultancy: helping our clients adopt, transform and improve- Technical Coaching: maturing teams, improving quality, sharing best practice - Performance Improvements: optimising existing digital capabilities

I am responsible for shaping the delivery of clients digital strategies across a broad range of business and technology domains in the UK working with both sales and delivery units to design, sell, plan, mobilise and deliver cutting edge digital programmes.As the deputy lead for DCX in the UK I hold joint responsibility for 165 onshore staff delivering a wide ranging portfolio of solutions to our clients whilst working with offshore colleagues to create delivery teams for new engagements and planning growth of our specialist capabilities.My particular focus is on designing and delivering exceptional customer journeys merging modern and legacy channels to create collaborative client experiences:My delivery portfolio covers:- Web, App & Portal - Adobe Marketing Cloud, IBM WCM, Sitecore, Mendix, Backbase, Azure, Saleforce- Digital Print & Communication - GMC Inspire, Thunderhead, HP Exstream, Oracle Documaker- Document and Record Management - Office365 & Sharepoint, IBM Filenet & CMOD, Documentum, OpenText- CRM - Saleforce, Dynamics, Pega, and OdigoI also cover emerging challenges to digital programmes such as machine learning biases & personalisation in financial services, hybrid cloud scaling, blockchain for compliance applications, GDPR and PSD2.

Supporting clients in defining and delivering their digital strategies across multiple platforms and disciplines including:- CRM (Salesforce, Dynamics, Pega)- Business & Process change (Pega, IBM Case Manager, Xillio, BluePrism)- Web, App & Portal (Adobe AEM, IBM WCM, Sitecore, Mendix, Backbase, Office365) - Digital Print & Communication (GMC, Thunderhead, HP Exstream, Oracle Documaker)- Document and Record Management (IBM Filenet & CMOD, EMC InfoArchive & Documentum, MS Sharepoint & Office365, Kofax, Lexmark)

Providing consultancy and subject matter expertise on NHS EDRM procurement.

Provided account management and programme support to key clients.Delivered training courses on Business Intelligence and IT Strategy in the Middle East and worked with clients to refine their strategic vision for Information Governance.

- Led the execution of the revised $6M Document Management Programme.- Supported AXIS Global in delivering foundational capabilities to enable the transformation of core business areas to save AXIS between $5-10M a year. - Partnered with Group COO to redefine the Document Management Programme to support the vision for a global transformation programme. - Developed a supporting business case with key deliverables and measurable goals to track progress. - Led C to AVP level engagement sessions to broaden the understanding and acceptance of both collaboration and remote work processes. - Worked with business leaders to identify key areas for change. - Created engagement models to assist in evaluating business processes for potential off-shoring. - Designed a global change & communications programme to support both business and IT through 3 years of change. - Led structured & ad-hoc Q&A sessions to ensure a consistent messaging & communication across the AXIS group. - Established a multi-disciplinary team to act as a knowledge hub building confidence across the business community. - Established a core delivery team to ensure efficient implementations of supporting solutions. - Procured a cloud solution to reduce cost overheads and reduce implementation time-frames by 50%. - Worked with internal teams to establish standards for information governance, record retention, business change, storage management, workflow design, capture/scanning, digital signatures and data protection. - Facilitated sessions with the Enterprise Architecture team to integrate key group values into their deliverables. - Led the evaluation of SharePoint 2013/Office365 vs Onsite vs cloud to create a long term strategy for information management across the group.

• Conducted a 5 day solution evaluation in line with NHS procurement standards to identify a solution for a 6 month pilot – this has since gone live.• Developed a 10 day intense business case process for NHS Trusts curious about the benefits of scanning and electronic records management – this forms the basis for a follow-on RFQ.• Trained internal consultants to deliver the business case process.• Act as external QA consultant to ensure proposed solutions are feasible.• Introduced Apira to specialist technology vendors that resulted in shared projects.

• Delivered fixed price global contracts involving multiple third party vendors and virtual teams.• Designed an automated document factory (ADF) facility for Adare-Lexicon in the UK. • Turned around a failing project for Citi Bank Germany in Duisburg resulting in a doubling of revenue.• Led a year long fixed price customer communication & e-statement project for Mashreq Bank in Dubai involving teams in 4 countries – negotiated an extension resulting in 50% increase in revenue.

• Delivered fixed price global contracts involving multiple third party vendors and virtual teams.• Designed an automated document factory (ADF) facility for Adare-Lexicon in the UK. • Turned around a failing project for Citi Bank Germany in Duisburg resulting in a doubling of revenue.• Led a year long fixed price customer communication & e-statement project for Mashreq Bank in Dubai involving teams in 4 countries – negotiated an extension resulting in 50% increase in revenue.

• Managed a team responsible for all tendering & bids completed in EMEA.• Defined core bid requirements and themes, identified key response areas and set overall bid strategy.• Liaised with partners and third parties on commercial positioning during sales to their own clients.• Designed & presented complex solutions for projects in excess of £3M for banks, insurance, public sector and utility organisations.• I was the technical design authority for all solutions sold by Docucorp EMEA.• Spoke at various US conferences as a specialist in CCM solutions and ETL.

As a Solution Architect I was responsible for:- designing enterprise document management standards and systems.- assisting management with staff development.- creating written documentation for solutions including technical specifications, diagrams and process flows, approaches, and estimates.- recommending hardware and software for document management systems and infrastructure.- sizing solutions and managing impact on client infrastructure.- designing highly-available enterprise systems.- providing technical oversight to projects, assuming architectural/design responsibility.- assisting upper management in managing client expectations.- providing support for customers during software implementation.- working with Project Managers to maintain project scope.- providing direction to project staff for task completion.- providing customized training and documentation to clients.I worked on projects for HSBC, Amex, Exeter Friendly, Lloyds TSB, Cetelem, CSC.

I was responsible for:- Performing business analysis tasks including analysis, development, testing, quality assurance verification/audits, packaging and release of assigned deliverables. - Manage client relationships, working directly with client contacts to identify, define, document, and implement client requirement specifications - Develop and maintain proper documentation as required by the project. - Complete special projects and duties as assigned by manager and/or team lead. - Create client status reports and any other necessary logs and release updates as applicable. - Perform installations, setups, and configurations of products. - Successfully complete all levels of testing. - Work and coordinate with technical staff to ensure accuracy and timely delivery of projects. - Assist in recreating and resolving client reported problems.

I was responsible for commissioning the EMEA HQ Offices. This included:- Defining, selecting and managing installation of: -- CAT5e cabling throughout 3 floor building. -- telephone system (Mitel on ISDN30). -- fire alarm system with red care. -- installation of all power outlets.- Setup maintenance contracts for air conditioning systems. - Commissioned 1 Dell server, 5 Dell Workstations & 10 Dell Laptops for EMEA staff.- Setting up mobile phone contract.- Documenting systems, policies and roles for ISO9000 certification.- Installing & managing UK end of enterprise VPN solution (checkpoint-1).

Over 2 years I progressed from Helpdesk Assistant to managing the Customer Services team within the IoD.Customer Services was responsible for providing internal IT support to the business and ensuring all IT services met the negotiated SLA's.

Responsible for : - General IT Support to 2,000 HQ staff (4 in support team inc. me) - Installing & providing admin of Netware 4 Servers with NDS - Liasing with Procurement to spec new equipment - Training Key users in departments (ad-hoc) - Supporting the network team during troubleshooting - Taking part in the roll out of 500 PCs'