Allegra Consulting is focused on supporting clients to deliver the strategies and capabilities that underpin successful, measurable, transformational change. We work alongside your own project resources, embedded in the process, providing professional consulting services that will assess, manage and mitigate risk associated with change from day one. Our consulting services target key areas including:* Current State Diagnostic* Target Operating Models* Future State Strategy &… Show more Allegra Consulting is focused on supporting clients to deliver the strategies and capabilities that underpin successful, measurable, transformational change. We work alongside your own project resources, embedded in the process, providing professional consulting services that will assess, manage and mitigate risk associated with change from day one. Our consulting services target key areas including:* Current State Diagnostic* Target Operating Models* Future State Strategy & Design* Business Case Development* Change Strategy & Action Plan Show less

Gordian Global Solutions (GGS) specialise in solution design, transformation projects, organisational development, risk and compliance, strategy and design, operational efficiency and change management.With a broad range of experience across business and community, GGS specialists are qualified and trained in all aspects of solution design and delivery, and have first-hand knowledge of the challenges inherent in transforming your business to meet future needs. They are ready to partner… Show more Gordian Global Solutions (GGS) specialise in solution design, transformation projects, organisational development, risk and compliance, strategy and design, operational efficiency and change management.With a broad range of experience across business and community, GGS specialists are qualified and trained in all aspects of solution design and delivery, and have first-hand knowledge of the challenges inherent in transforming your business to meet future needs. They are ready to partner with you and ‘roll up their sleeves’ to deliver real results for your business. Show less

Responsible for proactively managing and reporting on the the Business Direct & Small Business (BDSB) portfolio of work to the BDSB Senior Executives and Business & Private Bank Change Leadership on large scale and BAU change. Providing a holistic view to ensure a consistent and positive experience for customers and bankers, ensuring that impacted business areas experienced a smooth transition, minimising operational risk and disruption through major transformation. This role led teams of… Show more Responsible for proactively managing and reporting on the the Business Direct & Small Business (BDSB) portfolio of work to the BDSB Senior Executives and Business & Private Bank Change Leadership on large scale and BAU change. Providing a holistic view to ensure a consistent and positive experience for customers and bankers, ensuring that impacted business areas experienced a smooth transition, minimising operational risk and disruption through major transformation. This role led teams of 10-12 permanent and contract change, communication and training professionals. Show less

KEY PROJECTS► AML Program including: * AML/CTF - OCDD systems and controls; identification and verification of customers * AML/KYC for Charities * Fraud, cybersecurity, and financial crime awareness and capability uplift► Change Capacity Modelling - supply/demand► JBWere Client Portal Upgrade► Communications Internal Audit► JBWere Customer Experience Program► EU GDPR and Global Privacy & Data Protection► Portfolio Prioritisation and Benefits… Show more KEY PROJECTS► AML Program including: * AML/CTF - OCDD systems and controls; identification and verification of customers * AML/KYC for Charities * Fraud, cybersecurity, and financial crime awareness and capability uplift► Change Capacity Modelling - supply/demand► JBWere Client Portal Upgrade► Communications Internal Audit► JBWere Customer Experience Program► EU GDPR and Global Privacy & Data Protection► Portfolio Prioritisation and Benefits Tracking► New multi-currency financial product launchMEMBERSHIPS/ROLES:► NAB Business & Private Banking Change & Communications Leadership Team► NAB Global Privacy and Data Protection Advisory Board► JBWere Change Forum (Chair)► JBWere Change Risk Champion (responsibility for ensuring NAB's Change Risk Policy was applied across all projects within the strategic program portfolio)► JBWere Chief Operating Officer Leadership Team► JBWere Extended Leadership Team► JBWere Project Advisory Board► JBWere Digital Working Group (responsible for advising on and setting JBWere's Digital Strategy)► JBWere Workplace Technology Team Show less

An independent consulting practice advising organisations on strategy development, operating model design, advocacy, change & project management, coaching, facilitation, & mentoring. KEY ACHIEVEMENTS► Equine Rescue & Rehabilitation Start-Ups - Developed strategy, operating model & business plan to secure sponsorship, grants, & registration as a Charity. Built strategies for 2 Not-for-Profit organisations in Qld & Vic to define growth plans. Established next-gen operating model to… Show more An independent consulting practice advising organisations on strategy development, operating model design, advocacy, change & project management, coaching, facilitation, & mentoring. KEY ACHIEVEMENTS► Equine Rescue & Rehabilitation Start-Ups - Developed strategy, operating model & business plan to secure sponsorship, grants, & registration as a Charity. Built strategies for 2 Not-for-Profit organisations in Qld & Vic to define growth plans. Established next-gen operating model to leverage digital technologies, increase revenue generating opportunities & customer experience. ► Amcor Limited - Engaged to coach 6 senior managers on Amcor’s Global Commercial Leadership Development Program, following its global acquisition of Alcan Packaging, through post-merger integration, then into their Commercial & Regional Leadership roles. ► Gender Equality Project - ANZ, Westpac Limited, Corrs Chambers Westgarth, NSW Police Force, Santos Limited, Melbourne Business School, Australian Navy, UN Women & Australian Human Rights Commission - Developed project plan, infrastructure & knowledge community for strategic & research partners, identified needs, risks & mitigation strategies for partners & project managed the Diversity Leadership Skills Training Program.► Melbourne Business School (MBS) - Established the MBS Mentor Program to build stronger relationships between MBS & its alumni to increase a sustainable pipeline of donors, create opportunities for existing & new strategic partnerships, whilst increasing quality of industry ready students. Developed the strategy, recommended the infrastructure (systems processes) & implementation plan, plus development programs to undertake to ensure long-term success. The program started as a small pilot of 20 mentoring partnerships & has expanded to over 80 partnerships a year. It has impacted over 500 MBA students since it was established in 2012. MBS is now looking to expand the offering to Alumni-to-Alumni mentoring. Show less

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Superpartners was acquired by the Link Group in December 2014 to become the largest provider of services in Australia's superannuation fund administration industry. Identified, led & executed on all post-acquisition organisation & people integration related matters including operational & structural alignment, employee engagement, risk mitigation & cultural integration. Specifically:► Operational alignment for the Southern Region integration of Superpartners into AAS►… Show more Superpartners was acquired by the Link Group in December 2014 to become the largest provider of services in Australia's superannuation fund administration industry. Identified, led & executed on all post-acquisition organisation & people integration related matters including operational & structural alignment, employee engagement, risk mitigation & cultural integration. Specifically:► Operational alignment for the Southern Region integration of Superpartners into AAS► Contributed to the successful transition of MTAA Super & HESTA superfunds with $40.6bn FUM & 1,055,000 members, on to Link Group’s superannuation administration platform through Change Strategy development, business impact assessments, business operational & people readiness, & training for the migration. KEY ACHIEVEMENTS► Superfund 2 transition - Systems access in Contact Centre, Employer & Member Services was severely impacting return to Service Level Agreement (SLA) targets due to dysfunctional operating model, poor systems alignment & inefficient HR processes. Engaged Governance, Risk & Compliance; IT, & HR to identify the upstream blockers. Provided recommendations for a future sustainable operating model. Implemented change integration for deployment of cross-functional systems, tools & business processes to ensure Superfund 2 transitioned efficiently & met “Go-Live” deadlines. Ensured Trustee service levels returned to pre-transition excellence.► Payroll Migration – Planned & executed project/change integration for deployment of systems, tools & processes ensuring effective migration to the new system of 2,298 employee payroll records & management reporting for business continuity by “Go-Live.” This resulted in 100% transition of all employee payroll records during the 4-day transition period allowing issue resolution before the next pay run which successfully took place 8 days later. Show less

A full-service training and consultancy firm specialising in applied leadership and sales execution.Reporting to the Regional Managing Director (Aus/NZ), accountable for designing and implementing organisational change management, communications and leadership training for several ASX Top 200 clients, including Siemens, ANZ, and NAB.KEY ACHIEVEMENTS► Siemens – Co-developed the change management program in support of “The Siemens Way” cultural change initiative aimed at… Show more A full-service training and consultancy firm specialising in applied leadership and sales execution.Reporting to the Regional Managing Director (Aus/NZ), accountable for designing and implementing organisational change management, communications and leadership training for several ASX Top 200 clients, including Siemens, ANZ, and NAB.KEY ACHIEVEMENTS► Siemens – Co-developed the change management program in support of “The Siemens Way” cultural change initiative aimed at re-engaging employees, rebuilding morale and reinvigorating innovation. Implemented the program to 1500 employees over 3 months achieving a satisfaction rate of 96%. Recognised for effort by the Australian CEO.► ANZ – Coached the 7 Heads of Institutional Banking on Advanced Presentation & Communication Skills.► NAB – Designed and delivered specific behavioural change management activities to support senior management during rationalisation of the back-office finance function. Show less

Led multiple teams of consultants and project managers providing $3 million of transformational change programs for Partners and Directors across EY Australia. Delivered tangible and sustainable behavioural change and long-term return on investment. Extensively managed complex stakeholder relationships across business units and at all levels. KEY ACHIEVEMENTS► Authored “Client Service Partner Development FY09 and Beyond”, approved by EY Global People Council in October 2008, and… Show more Led multiple teams of consultants and project managers providing $3 million of transformational change programs for Partners and Directors across EY Australia. Delivered tangible and sustainable behavioural change and long-term return on investment. Extensively managed complex stakeholder relationships across business units and at all levels. KEY ACHIEVEMENTS► Authored “Client Service Partner Development FY09 and Beyond”, approved by EY Global People Council in October 2008, and developed the career lifecycle strategy for current and future talent identification, curriculum design and delivery through integrating experiences, coaching and formal training.► Building Strategic Capability for Industry Transformation Project - Developed the pilot concept for the Retail & Consumer Products Sector for delivering high-quality interface with middle and senior-level client personnel. Engaged key external and internal stakeholders and gained Executive Committee approval of the business case.► Government Accreditation Program – Provided expert advice on the strategy and training program to enable accreditation for approx. 100 practitioners to deliver services to State and Federal strategic accounts. Show less

Global liaison for CS&A to ensure effective implementation of operational aspects of EY’s Global Growth Strategy which generated 60% of the Australian firm’s revenue.KEY ACHIEVEMENTS► Execution of Global Growth Strategy across EY Oceania.Phase 1: Project managed 92% reduction in ‘priority’ accounts through market & client segmentation; analysing client spend & profitability, customer experience (ASQ/NPS). Identified pipeline of future clients & increased average revenue by… Show more Global liaison for CS&A to ensure effective implementation of operational aspects of EY’s Global Growth Strategy which generated 60% of the Australian firm’s revenue.KEY ACHIEVEMENTS► Execution of Global Growth Strategy across EY Oceania.Phase 1: Project managed 92% reduction in ‘priority’ accounts through market & client segmentation; analysing client spend & profitability, customer experience (ASQ/NPS). Identified pipeline of future clients & increased average revenue by approx. 10%.Phase 2: Designed & implemented operational infrastructure to support Growth Strategy in Oceania. Developed behavioural change management activities. Improved cross-selling, resource allocation, & operational infrastructure to support growth; developed metrics to measure ROI.► Global Account Leadership Development Program. Built confidence & enhanced CSPs’ skills & capabilities through EY global & local speakers, client presentations, skill development, coaching, & mentoring. ► Client Service Partner Reviews & Performance Measurement – Project managed process including alignment of financial & information systems. Successfully lobbied for the amendment of The Partnership Income Allocation Charter ensuring accurate recognition for the CSP role.► Terminology alignment across legacy Financial & CRM Systems. ► Designed Priority Account App – Designed & project managed for use by Account Teams. The App integrated 4 business systems (financial, sales, CRM, and service quality) into a main dashboard measuring real-time revenue & activity against priority account KPIs. Increased effectiveness of account teams, through greater ability to monitor & measure financial metrics, lead generation, networking activities & progress on engagement & client satisfaction. ► Member, EY Global Account Coordinator Committee – Co-developed & implemented the strategy for the Account Coordinator community on EY Australia’s top 20 priority accounts. ROI of A$1.1 m was achieved within 12 months. Show less

Drove internal change and project management initiatives for the Managing Partner of National Transaction Advisory Services (TAS) through an initial National TAS restructure and subsequent integration of Andersen Australia into EYA.KEY ACHIEVEMENTS► Implemented ‘One-Firm Operating Model’ and change management measures to align with TAS goals.► Project managed a three day ‘Boot Camp’ for 138 senior partners to speed up integration. It was organised in 14 weeks with actual cost 7%… Show more Drove internal change and project management initiatives for the Managing Partner of National Transaction Advisory Services (TAS) through an initial National TAS restructure and subsequent integration of Andersen Australia into EYA.KEY ACHIEVEMENTS► Implemented ‘One-Firm Operating Model’ and change management measures to align with TAS goals.► Project managed a three day ‘Boot Camp’ for 138 senior partners to speed up integration. It was organised in 14 weeks with actual cost 7% ahead of budget. Show less