Joanna Fallon Email and Phone Number

Pension Dashboard Programme• Lead Analyst working on the calculation workstream which delivered the regulatory changes introduced by AS TM1 and the value data which is required to be returned to the new government pension dashboard.• Working with stakeholders from Product, Actuarial and Customer Operations to analyse the in-scope products and determine how each should be treated in line with the data standards.• Gathered requirements and documented as-is and to-be process flows for Customer Operations.• Working with Outsourcing Partners (OSPs) to ensure that the requirements and design are consistent across the group and will be compliant with the new regulations.• Supporting test prep for Business Acceptance Testing.Independent Governance Committee (IGC) – Value for Money COBs• Lead Analyst working on project to ensure that the group was compliant with the Value for Money COBs rules which were introduced for Workplace Pensions.• Undertook a gap analysis against the reporting and regulations and highlighted gaps.• Liaised with the Business Leads across the group to ensure that evidence and updates were available ahead of the IGC quarterly meetings.• Documented requirements for any gaps or enhancements to reporting.

Client Relationship Management (CRM) Programme• Lead Analyst working in the Business Development Workstream responsible for analysis on marketing campaigns and mailings and their interaction with the CRM system as part of strategic initiative to establish Baillie Gifford’s digital offering to clients and prospects.• Liaise with stakeholders at all levels across the business to understand the business case, document requirements, as-is and to-be processes and provide estimates to feed into the business and project plans.• Liaise with developers and testers to produce acceptance criteria for user stories created from the requirements which are then reviewed with the stakeholders prior to build to ensure they are fit for purpose.• Worked closely with the Tech Lead during the first phase to produce a delivery plan for building a new part of the CRM system for managing Campaigns and Mailings, based on the user stories and taking account of the dependencies between them.

Protection Strategic Architecture Programme• Lead Business Analyst responsible for Business Readiness at a lab level across feature teams and transition states.• Engaged with the business areas to communicate planned changes on the roadmap.• Managed resource clashes across the SME pool.• Liaised with 3rd parties to ensure a workable process implemented to run the workshops during the analysis phase.• Documented an end to end process for taking user stories, identified during the analysis phase, to the point they were signed-off by the product owner ready to be developed.• Gathered information and conducted a gap analysis on the governance artefacts to support the closure of the findings in an audit report. Plan & Protect Programme – new product launch• Project manager role in programme which, due to size and complexity, operated as a hybrid model of agile and waterfall methodology.• Worked predominantly in the shaping team to ensure that the governance was all completed ahead of launch.• Responsible for managing the project plan, RAID logs and weekly reporting to input to and support sprint planning.• Ran daily stand-ups and removed blockers.• Liaised with 3rd party suppliers (OPAL and Underwrite Me) at daily scrum of scrums meetings and escalated issues.• Managed workload through Jira tickets.• Liaised with key stakeholders from propositions, operations, finance, sourcing, supplier management and actuarial.• Produced go no-go update packs for weekly meetings in preparation for launch.

Thematic Review of Annuity Selling Practices (TRASP) Programme• Working on the Case File Build Workstream using Agile methodology.• Undertook analysis on various issues raised in the daily scrum around extracting the call data required by Deloitte for the external review, such as calls matched to multiple customers.• Lead gap analysis activity undertaken with the annuities teams in Capita for policies held on the SALAS system.• Co-ordinated updates to the data dictionary which contained the attributes required for the FCA calculator. Cloud Implementation 2018 Project• Responsible for producing a suite of documents which are reusable for any project implementing on the cloud as the company moves forward with its ‘Cloud First’ strategy.• Liaised with IT and Business Architects to document a process to ensure that in scope design patterns are documented and follow the correct governance until they are published.• Worked with supplier management and service support to ensure that existing processes include any additional steps to accommodate cloud suppliers and offerings.

• Responsible for producing scope and requirements documents for various workstreams within the programme including Risk, Property, MI and Offshore.• Mapped ‘as is’ and ‘to be’ processes with key stakeholders.• Supported the Project Manager in producing project plans and identifying risks and dependencies.

Sainsbury’s Bank Mortgage Programme • Responsible for managing the content workstream, including all letters, emails and SMS (circa 450) issued as part of the mortgage journey.• Built strong relationships to liaise with all key business stakeholders from areas including Operations, Risk, Legal and Compliance to review existing letters and draft new ones as required.• Responsible for briefing the copywriters and managing the delivery of specifications to them for review.• Maintained cost trackers for the copywriting budget and flagged any potential overspend.• Heavily involved in testing phase to ensure the communications built met the requirements.

• Responsible for the workstream to deliver a mailroom solution for Williams & Glyn Credit Cards.• Undertook options analysis on all of the potential solutions and liaised with third party suppliers to determine what waspossible and provide them with the information necessary to produce costs.• Gathered requirements from all impacted stakeholders to enable preferred supplier to produce solution document.• Documented 'as is' and 'to be' processes.• Documented Business Rules for the third-party supplier in conjunction with stakeholders from RBS retained and futureWilliams & Glyn.

Pensions Freedom Programme• Involved in each stage of the project lifecycle from requirements through to implementation for the project which introduced a new ‘Direct to Customer’ sales channel for the Retirement Account Drawdown product following the changes to pension legislation.• Heavily involved in the outputs workstream which involved reviewing existing outputs, agreeing the scope and identifying common changes to be applied across the 70 in scope letters.• Facilitated workshops to review existing outputs and update them with changes agreed by stakeholders from Propositions, Legal, Risk, Actuarial, Finance and Operations.• Coordinated the outputs testing during BAT and held sign-off sessions with the stakeholders to speed up the process.• Documented ‘as is’ and ‘to be’ processes and held walkthroughs with stakeholders.• Reviewed and provided feedback on project documentation at every phase of the project including, Design Specifications and System and Business Acceptance plans and scripts. Premium Review for Total Mortgage Protection Product Project​• Responsible for producing and managing the Business Readiness Plan for implementing a Premium Review Process for the Total Mortgage Protection Product within Lloyds.• Worked closely with third party supplier, who was responsible for administering the contract, throughout the project which included: producing and presenting the Business Solution Document, documenting ‘to be’ processes and obtaining projected volumes from Actuarial to feed into the FTE resource plan.• Reviewed and provided feedback on project documentation at every phase of the project including, Design Specifications and System and Business Acceptance plans and scripts.• Provided support throughout SAT and BAT investigating defects and ensuring that the business stakeholders were kept informed of progress.

• Responsible for gathering MI requirements from the Banking Operations areas for the new Current Account product.• Liaised closely with other areas including Credit Risk to ensure that requirements captured accurately reflected the needs of all impacted areas.• Devised Delivery Plan liaising closely with the SMEs and Project Manager.

Responsible for Implementation work stream on a project to move operational systems from Aviva to RBS.

Responsible for global workstream within Risk, Business Services to ensure that all Business Areas were compliant with the controls within Policy Standards.

Worked on the Bancassurance Integration of lloyds and HBOS for mass market protection products point of sale system.