Mark Latimer Email & Phone Number

Halifax, United Kingdom

• Member of the Programme leadership team as a Senior Quality Engineer to migrate legacy pension book to the FNZ CSP strategic platform. 18k schemes, 1.3m policies for £28bn AUM with >70bn now on the platform.• Lead Quality Assurance completing one pilot and four full scale end-to-end migrations from LBG mainframe to CSP. This included validating Testing of E2E integration and business processes across 40+ downstream LBG systems.• Established good working relationships and practises with FNZ, ensuring the assurance was robust and conformed to internal and regulatory standards.• Accountable for the creation of the end-to end Test Strategy (functionally and non-functional), test approach, test environments, test execution, business acceptance and all test functions.• Responsibility for assurance of the ETL approach including system testing of 300+ transformation rules and proving operational/financial reconciliation.• Manages multidisciplined teams working with Agile methodology and tools (Jira, GITHub) across the business, delivering high priority or significant change to the Bank.• Implemented continuous Integration approach from DevOps supporting multiple delivery pipelines.• Lead a multi-located (UK, Czech Republic, India) programme assurance team with over 150+ people across LBG, FNZ and testing partners (Wipro & TCS).• Approved partner workorders (£2m+) to supply offshore and onshore test resource maintaining optimum onshore/offshore ratio of 85/15 and remain within programme budgets.• Transition lead developing an India based FNZ managed test service (MTS) and Lloyds Technical Delivery Centre (LTC) to support future LBG backlog and reduce cost and organisational complexity.• Automation driven strategy (Selenium framework) to reduce manual testing effort, including automated regression suite for CSP releases (UFT One and RestSharp), post migration functional testing and daily test environment health-checks (Jenkins).

Halifax, England, United Kingdom

• Migration Assurance Lead on the ‘Rose’ programme creating the full IT landscape for the joint venture business between Schroders and LBG, Schroders Personal Wealth. Assets reproduced on the Benchmark platform with 4 migrations moving £3bn assets from Lloyds Legacy to Benchmark over a 2-year period.• Accountable for proving safe migration of customer details/assets and to ensure business processes could complete on the target infrastructure through both functional and non-functional testing.

Halifax, England, United Kingdom

• Accountable for the test assurance of the target LBG platform on the largest credit card migration in Europe at the time. 24m credit cards were migrated from Bank of America to MBNA (in Lloyds) with a balance of £8.6bn.• Co-ordination of E2E testing with First Data supported by offshore partners (WIPRO/TCS/Virtusa) • Big-bang migration with all credit cards were migrated in one weekend successfully with no downtime or critical issues.• Delivered 70 individual test phases across 9 platforms including Digital Sales/Servicing, Mobile App, Collections and Recoveries, Finance, HR, Credit Operations, Fraud, Telephony and First Data.• Responsible for traceability of all business requirements/user stories (~6000) functional requirements through testing and Live Proving

Manchester

Working as Portfolio Test Manager for the Co-op Bank involved delivering testing services for up to 25 projects in parallel across 3 portfolios. Portfolios (and Programmes) included all testing activities associated with Digital, Retail/Commercial Channels and the Redress & Remediation programmes. Key responsibilities included:• Accountability for the delivery of testing services for major projects such as CCA Redress and Remediation, Complaints Transformation (Aptean Respond 6), Digital Platform Upgrades including Mobile applications.• Responsible for Testing Service’s Test Policy/Strategy, ensuring adherence by the test team and other 3rd parties. This included providing overall testing guidance and direction to project and Programme services ensuring alignment to business objectives.• Design and Implementation of Agile testing policy for Co-op Testing Services. The new testing policy enabled the bank to deliver a testing service to projects working with both agile development houses and third parties utilising traditional waterfall methodologies.• Governance of all testing deliverables produced by third party vendors such as Sopra Steria, Cap Gemini, Capita and IBM.• Review of project plans & project cost estimates Provide test estimates ensuring maximum efficiency in resource allocation across portfolios.• Plan and manage future test demand into test Portfolios• Review near neighbour projects to identify any possible test synergies that could assist in reducing project test costs.• Relationship management between Key Stakeholders (Programme management, 3rd party suppliers and the Test function) to maintain a high level of customer satisfaction. This included the regular reporting to Head of IT.• Task Management of more than 50+ testing resource.• Projects include delivery of Digital Mobile Upgrades, New Internet Banking website, Web Chat, CCA loan and mortgage remediation, Respond 6 Complaints upgrade.

Halifax, United Kingdom

The SSMT project aimed to replace the legacy service management systems (SMART and SM7) with a modern service management tool which could provide integration across Change, Incident, Problem, and Request Management functions. The BMC Remedy ITSM8.1 tool set was chosen to replace the existing applications. Key responsibilities included:• Creating and implementing the test approach for the development and testing of the ITSM solution including the approach to both functional and non-functional test phases. Test coverage included the functional and non-functional testing of the Incident, Change, Problem and Request modules.• Providing initial estimate and maintaining testing budget for the duration of the programme delivery.• Recruitment of key testing resource from within Lloyds and the external contracting market.• Working with BMC (vendor) to agree test plan, test schedule and manage the resolution of defects.• Management of 3rd party offshore non-functional test team to complete performance testing of Lloyd’s single sign-on functionality and the full ITSM solution.• Management of Penetration testing of 3rd Part Single Sign-on solution JSS.• Working with project manager to ensure the timely delivery of custom functionality from both BMC and Lloyd’s development team.• Management of integration testing with external vendors Computacenter and BT• Implementation of the UAT approach covering all Lloyds Service Availability and Helpdesk teams and the management of day to day business testing.

Halifax, United Kingdom

The Industry Account Switching project enabled personal and microenterprise current accounts to seamlessly switch from one bank to another in seven working days. The service allows the following payment arrangements to be transferred: Standing Orders, Direct Debits, Bill Payments and Internal Transfers. The Account Switching service included the transfer of current account balances on day 7 of the Switch Process via FPS, CHAPS or Internal Payment. All Credit and Debit payments to the customer's old account were forwarded to the new bank. Key responsibilities included:• Managing all business testing of Lloyds, Halifax, BOS, TSB and Private Banking brands and core banking systems for the Retail Division. This included the end-to-end testing across all Channels (branch, online, telephony) through more than 15 core banking platforms and the production of Letters and SMS. Systems include CBS, OCIS, Debt Manager, CMAS, PBS, Edge, YF, PEGA.• Implementation of a business testing approach across all Retail business areas to allow the handoff of data through the 7day process from the Channel Switch Capture, through the setup and cancellation of payments, the cancellation of Debit Cards, forwarding of payments, the generation of FPS balance transfers and the creation of Customer correspondence.• Planning and implementation of Verde (TSB / Lloyds Bank separation) business testing for IAS. Managing all business testing and regression testing of Verde platforms prior to IAS deployment and brand separation.• Communication with Vocalink and Industry service providers to ensure valid messaging to/form the central infrastructure. Working with UK Payments Council to report daily execution progress ahead of key Industry milestones.• Managing support and triage for implementation and wellness testing for Retail. This included the management of production issues through additional UAT assurance.

Edinburgh, United Kingdom

The Pensions Reform project aimed to implement UK regulatory changes across 14 applications / platforms supporting core business. The Pensions Reform project, delivering mandatory business change to provide auto-enrolment of employee pension schemes, was scheduled for a phased delivery by the end of 2012. Key responsibilities included:• Management of all Pension Reform and Application Centre test resources with a team size exceeding 40 resources.• Creation and implementation of a test approach utilising the new Standard Life Application Centre Model. This Application Centre model focused resources on application development and maintenance outside of project scope. Projects, including Pension Reform, provide estimates and test completion dates to Application Centres for System Testing.• Implementation of a Non-functional testing Approach. This included an approach to validate changes to existing batch processes and the implementation of new batch jobs. Future demand on batch jobs was predicted to increase by 75% over 3 years as auto-enrolment take-up increased.• Managing day to day test activities via Test Managers for System, System Integration, Non-functional (Performance), automated Regression, UAT and OAT test phases.

As test Manager Mark was responsible for managing all testing activities for 2 major programmes (Advisorzone and GBP) of change for Standard Life. The GBP application provided an investment planning tool to Standard Life’s corporate customers displaying the current value of an individual’s investments against their life goals and personal ambitions. The Advisorzone web service provided a portal for Standard Life to engage and sell products to Independent Financial Advisors (IFA). Full responsibilities included:• Creation and implementation of a test approach. This test approach enabled the delivery of code from an offshore Accenture (IBM India) development team to be integrated into a Standard Life test environment for System, System Integration and Performance testing.• Recruitment of both on-shore and off-shore test resources as part of IBM’s managed test service. This involved planning of a test resource demand profile to allow for increase and decrease of test analysts numbers to facilitate efficient use of testing budget.• Implementation of SCRUM test processes and quality gates. This included process for assessing test coverage of story points, sprint exit criteria, show and tells, etc.• Implementation of a Release Management process through introduction of release notes and configuration management.• Implementation of full defect management approach for GBP and for wider integration into parent application.• Managing day to day test activities via test leads for integration, non-functional (performance), automated regression and UAT test phases.• Reporting to senior IBM/\client stakeholders and Standard Life executive steering committee.• Working in project management / consultant role to QA third party development estimates and development approach.

Lloyds TSB engaged IBM to facilitate the migration of all HBOS commercial and retail banking data from existing HBOS systems to Lloyds TSB infrastructure. As the commercial SIT manager Mark lead a test team responsible for the validation and integration of Extract, Transform and Load (ETL) components ensuring that all commercial business data could be successfully migrated to Lloyds TSB systems. This project represented the largest and most complex financial services migration in the UK at the time. Key responsibilities were:• Managing the System Integration Test phase of the ETL components for all commercial business units. This included the testing of the exception handling routines and operational reconciliation reporting (an engine to reconcile ETL data transfer from source to target).• Managing SIT testing across 9 separate projects (reflecting 9 Lloyds TSB commercial business units) comprising of 12 source systems and 10 target systems.• To create and implement detailed test plans and execution schedule.• Creation of test closure reports• Daily progress reporting to client project partner(s) and other senior stakeholders. • Implementation of resource plan.• Recruitment of test resources including both external contractors and internal IBM resources.• Providing resource project assessments towards individual’s annual appraisal.

As test manager of the Royal Mail Connect 2010 project Mark was responsible for testing the mail migration (Lotus Notes Domino server to Microsoft Exchange server) process and the implementation of Microsoft Outlook to approx 30,000 users. CSC was also required to implement the Microsoft BPOS suite (Communicator, SharePoint, Live Meeting). This represented a huge business change to RMG. As test manager Mark was responsible for:• Creating and agreeing the test approach for RMG and CSC Programme Management (test strategy).• Initial creation of resource profile and recruitment of test resources.• Manage all test phases including functional testing, failover testing and UAT.• Working with Microsoft’s BPOS delivery team to effectively manage test schedule, resolve defects and ensure migration schedule is met.• Reporting to Royal Mail Group Director of Technology and Infrastructure and other Royal Mail Board Members.• Managing production defects and initial end user issues during the first month. Reporting issues to RMG stakeholders and CSC programme management.• Providing test expertise on CSC bids for additional RMG work

CSC is the largest provider of health care solutions to the UK National Health Service Project - NPFIT. It was Mark’s responsibility to manage all test activities for major development releases for the SystmOne GP solution. SystmOne is the largest healthcare application in the UK, integrating with the national spine (PDS, ETP, PSIS) and secondary health care applications (Lorenzo, IPM). • Manage all test activities for major releases of TPP SystmOne functionality. This includes managing all mandatory test phases as dictated in contract. This typically includes Module(Unit), System, Integration, Performance, RFO, Model Community, Penetration and Deployment testing.• Test Planning and Resource Planning in accordance with project budget.• Ensure all testing is complete on schedule to ensure that major releases meet the project key revenue dates.• Manage the integration and upgrade of SystmOne with National Spine modules (third party systems and legacy systems), such as PDS, ETP, PSIS, Choose and Book and SDS.• Produce and agree the Testing Strategy for major releases with Stakeholders, third party vendors and CfH / Authority (client).• Maintenance and development of client testing standards, processes, procedures and other supporting documentation (strategy, test plans, test reporting, defect management reporting).• Implement and improve issue/defect management process for CSC primary care.• Attend CfH programme delivery meetings and liaise with NHS primary care stakeholders.• Manage and maintain relationship between CSC, Vendor and Client.• Provide test estimates (resource profile, test effort and duration) and quotes for on-going development request process.• Co-ordinate the development change request process ensuring all minor developments/maintenance releases are tested and implemented successfully.• Manage a test team of 14+ test leads / analysts.• Report to project executive, NPFIT development board and senior NHS stakeholders.

As the RFO and DR testing lead for the CSC data centre migration project Mark took responsibility for ensuring all Primary and Secondary health care Systems were successfully migrated from the Accenture Data Centre to new CSC data centres. CSC currently support 3 NHS clusters (NE, NW, East and East Midlands) and all 38 trusts were migrated successfully within 5 months to the new architecture. Mark’s key responsibilities were:• Ensuring all primary (SystmOne, ECS, SAP – 14 Trusts) and secondary health care systems (IPM – 13 Acute Secondary Care Trusts) performed to requirements within the CSC data centres. This included testing all RFO dimensions (Resilience, Back-up and Recovery, Service Level Monitoring, etc).• Ensuring all primary and secondary health care systems could fail-over to a secondary disaster recovery site and back in cases of emergency.• Creation of RFO/DR test plans, test specifications, and closure reports.• Creation of test cases and test scripts from compliance specifications and requirements.• Reporting test progress and test defects to Test Manager and NHS stakeholders.• Daily liaison to CfH/NHS Integration Test Board, attended by all other NPFIT 3rd parties and service providers.• Managing and Pipe cleaning test environments and test harness.• Leading a functional test team of 6, plus DBA and Wintel resources.• Providing performance indicators, and roles and responsibilities to test team, contributing to 6 monthly appraisal processes.• Managing witness test sessions with client and key NHS stakeholders.

The RPA project was a 10 year project to deliver a system which allocates EU and UK government funding to all rural customers in the UK. Mark’s role was to lead model community testing for several major releases and ensure that all business use cases were met by the solution. Mark’s involvement in Model Office testing continued through 3 full project testing phases. This included involvement in planning, scoping, execution and closure of each phase. Mark’s main responsibilities include:• Leading a team of 2 – 3 Accenture Analysts + 12 Client Testers• Defining the Scope of Model Office testing phase with Client Test Governance. • Creation of Model Office Test Plans• Creation of Business Process Test Matrix (Test Scripts). The creation of this matrix resulted in the base lining of RPA business processes as a prerequisite to signing off of test plan. • Creation of Test Closure Reports.• Defining and Implementing Issue management process• Requirements capture and design of execution metric capture tool• Daily Reporting to Senior Client and Senior Accenture management• Contributing to performance assessment and feedback for Accenture Analysts

Working as part of an 8 person test team Mark’s responsibility was to robustly test the Claim processing functionality. This meant the execution of System test scenarios which focused on the complexities of calculating customer’s payments. This required the acquisition of specialist knowledge to successfully take a batch of scenarios through each System and Integration test pass. This involved:• Working closely with RPA clients to help gain understanding of the complex procedures. The majority of testing involved the web based e-channel form submission process.• Creation of Test Cases/Scenarios mapped against a functional risk based matrix.• Data preparation tasks for all test phases and test passes/cycles.• Detection and prioritising of system defects using Test Director.• Running manual test scripts, recording test evidence and raising defects.• Writing SQL / PLSQL queries to validate database content duing System testing.

As part of the RITA Solution Architecture team Mark’s primary responsibility was to maintain and develop custom Oracle components (Oracle 9i) and provide sole ownership of the entire project data model. As the lead of a small team within SA, delegating to 1 analyst, Mark took responsibility for the addition of new Oracle functionality and the deployment of SQL fixes and change requests to both custom and APPS schemas. Further responsibility involved:• The maintenance of multiple custom Oracle schemas on up to 20 environments at any one time. This led to my involvement in the development and initialization of new deployment strategies over multiple deliveries.• Providing data model support to the fix and test teams • Execution of reconciliation tasks/reports to ensure data model consistency across environments. • Reviewing of Functional and Technical Documents involving custom Oracle functionality and the approval of data model requests.

The RTPF project delivered a web based application to allow DWP customers to access personal pension details and to retrieve real time pension forecasts.Mark worked within the System test and integration testing teams on the DWP/RTPF government project. This project aimed to develop a web based means of providing accurate pension forecasts for all NI contributors in the UK. Mark’s role primarily involved the management of the Defect reporting process and the execution of test scenarios. This focused mainly on the interface with government eservices such as the ‘Government Gateway’ and ‘NIRS.’ Further responsibilities included the production of test scripts, change request documentation and user documentation, all of which required constant liaison with the Department of Working Pensions (DWP) client. This role required day to day meetings with DWP clients to ensure the successful sign off of testing criteria.