Peter C. Email & Phone Number

Focus:- System architecture- Process analysis- Relational databases- Major projects

Remote

Associate BA working on non-profit projects. Mostly remote so far.Selected projects delivered so far:- Integration Technical lead for a major CRM migration project- Integration of a University's CRM system with their Alumni Management system using ImportOmatic (file import automation tool that is integrated with The Raiser's Edge)- Data Team best practice training for a newly-constituted Data Team- Reporting and analysis training for a stopgap solution- Several bespoke training sessions/courses, mainly to do with using SQL for data manipulation and establishing automated data pipelines- Documentation reviews

GIS Programme:- Acted as the business analyst for a project aimed at recovery of GIS capability from a catastrophic cyber-attack. This later transitioned to a programme of work aimed at implementing (for the first time at the Trust) fully-centralised self-service GIS processes.- Also acted as on-again off-again, caretaker project/programme manager during periods where no dedicated PM was assigned.- Duties included: scoping deliverables, producing stakeholder requirements, liaison with internal/external delivery teams, liaison with accountable stakeholders.- Achievements: Delivered (with project and delivery teams) recovery of basic GIS service and business-critical functions (health & safety related).- However, the transition to delivering "new" (i.e. beyond recovery) GIS capability led to more mixed results - due to inability to predict/control schedule. Causes included significant dependency on parts of the IT function *also* undergoing significant organisational change, as well as good old-fashioned difficulty associated with designing a system to model complex natural processes that also works for a diverse set of stakeholders.- As of my departure, we had demonstrated foundational elements that should have lain a solid foundation for future implementations. Including: running planning workshops that cut across the Trust's federated structure, greatly increasing involvement of "front-line"/expert users during system design, formal definition of key performance indicators.- GIS was quite literally a box in the far corner of an architecture diagram when we started. When I left it was recognised as one of two "core" information systems in the Trust's data strategy.Other duties:- Part of a team tasked with urgently procuring laptops to accommodate a pandemic-related switch to home-working. Co-wrote an IT equipment survey and compiled staff data to assign appropriate hardware and distribute.

Paris Area, France

Work areas:- Data Strategy- Process Analysis- Reports & Data AnalysisSpecifics:- Holistic review of income processing and reconciliation procedures, with a view to significantly reducing labour and error rates. Established standard procedures for gift codes, currency conversion, adjustments. Automation of acknowledgements underway.- Reviewing the department data model and integration with other departments. Project underway to remove an intermediary CRM from higher up the supply chain with a goal of increasing accuracy and richness of prospect data. Involves a custom SQL Server ETL database.- Reviewing business processes concerning transparency and data protection. Developed the department's first data usage policy. Currently scoping a departmental data audit and feeding into a cross-organisational data governance committee.- Creating new reporting (summaries for Annual Fund and membership, some data quality reports and some Monthly KPIs) and establishing more structured policies to allow the department to better represent activity and predict outcomes- Currently scoping a review of mass communications; to include new formalized policy, CRM integration (with possible software purchase), and new inter-departmental interaction protocols- Client lead for a project integrating a new Alumni portal with the Outreach & Advancement dept. CRM, serving around 20000 alumni. Project involved remote coordination of 2 external vendors, 4 internal departments, a 3rd-party integration development, decommissioning of an existing platform- Automated an integration between Student and O&A CRM systems, reducing cycle time to around 17% of baseline and removing an annual GBP 6k subscription cost.Slightly regretting doing a GCSE in Spanish and not French.

Remote

Director of a small data consultancy. Specialisms are Data Strategy, Process Analysis, and Project Management. Technical specialist in relational databases and CRM systems.Also commissioning custom software for some reason.Selected projects:-2020-2021 - Planning lead for a project to implement a sustainable planning and development cycle for a critical operational information system. Project scope includes complete overhaul and replacement of the information system as well as recovery of business processes following a major cyberattack.Selected joint projects with Productle LTD:- Design of a custom supporter segmentation function for MS Dynamics, including commissioning and tasking of third-party developers.- Delivered a rapid-turnaround supporter journey analysis, creating visuals [in the form of sankey diagrams] in order to demonstrate relative significance of different financial flows- Replaced some stopgap exports with a mostly-automated data transfer process saving about a week per year of labor, increasing info, and reducing the turnaround time of a dependent process

Remote

Tixit is a pre-funded SaaS startup developing a web-based, extensible project management system.Work areas:- Product management- Establishing internal project management processes- Hiring- Intern managementSpecifics:- Carried out a workflow analysis of target customers. Researched best practice and de facto practice and generated new user stories to be implemented for beta- Implemented internal comms policy, introduced Slack- Delivered initial UI review and conceptual mockups of immediate changes, identified workflow improvements- Authored pitch materials and establishing marketing documentation (infosheets, developer blogs)- Establishing and fleshing out opportunities for data model changes- Analysing user onboarding process and workflows, established a skeleton onboarding process- Evaluated payment processing providers, recommendation made

London

Work Areas:- Setting up new business processes and improving existing ones- Determining department data strategy and policies- Researching and piloting new (to us, anyway) analysis techniques- Design and implementation of management information systems- Provided advanced training of team members (where advanced tools are involved)Specifics:- Led a project to upgrade integration between fundraising and financial information systems, produced monthly savings of approximately 24-manhours- Dept. lead on an integration project with Operations Dept. CRM (Salesforce); coordinated with other internal departments and external vendor to implement our requirements, and fed into design of integration.- Implemented a process enabling tracking of data transiting between multiple third parties. Provides early warning and localisation of transit issues- Established a process and infrastructure for commissioning reporting on CRM data- Established body of key metric reports for fundraising department; management dashboards, campaign profiling, regular donor attrition, server admin, among others.- Led on technical implementation of a brand new income stream. From £0 at rollout Aug 2013; as of EOY2015, was worth approximately £4.7M pa, about 23% of all dept income.- Technical lead for a project to integrate an new email provider and provide lifecycle emails- Implemented automation of majority of third-party data transfers and ETL processes, through a modular and unified infrastructure. Around 6 hours/week of manual labour condensed to around 30 minutes of monitoring and troubleshooting.

London, United Kingdom

Work Areas:- Setting up new business processes and improving existing ones- Data analysis and operational reporting- Delivery of data exports, advising on segmentation, and results analysis- Management of volunteer resourceSpecifics:- Implemented a project methodology and documentation standard permitting scalable collaboration and oversight- Introduced documentation and issue tracking to record information on data integrity issues, provide for triage and assignment, and track progress.- Established a work package and resourcing process that defines appropriate work for volunteers, provides all information necessary to complete their tasks, and enumerates the resourcing required and progress made.- Designed and implemented 2 projects to simplify internal financial coding. Reduced errors and costs by clarifying usage, reducing steps, and encoding key data. New standard provided enough granularity to enable reconciliation with other internal financial systems.- Technical lead on a project to standardize data flows for all regular-giving, integrated multiple third-parties under a unified process.- Technical lead for the department on a project to migrate the integration between the Fundraising database and the new Operations database. Worked with third-party software contractor, representing BDCH as client business analyst and QA lead.- Responsible for all custom campaign data exports and design and automation of operational data integration between internal databases and with third-parties- Identified many non-value adding (and boring) processes and automated as far as possible.

London, United Kingdom

Work areas:- Operational data and analysis support- Process improvement and documentation strategy- Establishing and maintaining data integrity standards- Migration of campaign processes [as part of organization-wide CRM system migration]Specifics:- Improved efficiency of campaign selection process and established an organization-wide communications scheduling process. During CRM replacement project, re-analyzed selection process and implemented further improvements to take advantage of new system features.- Designed and implemented a reporting database which collated and aggregated the most commonly required performance metrics, providing for rapid report prototyping and production.- Designed a suite of evaluation reports for the 2 major community fundraising campaigns. Subsequently upgraded to take advantage of the aforementioned reporting database to reduce production time- Volunteered at many charity events, particularly as a cycle guide for sponsored walks, providing water and encouragement for participants.

Reading, United Kingdom

Work areas:- Sales reporting- Inventory forecasting support- Business analysis supportSpecifics:- Administered and delivered monthly sales report suite of over 70 reports (why we needed 70 was something I wished I'd had time to get to the bottom of...), tweaking to improve reliability and production speed.- Designed and implemented sales data digest and forecasting metrics in support of stock control team- Designed competitive intelligence database and associated pricing reporting. Researched, collated, and updated stored pricing data.- Acted as primary liaison between own team and newly-established sister team located in head office abroad. Facilitated reporting technology transfer between both teams (as well as criticism of sports teams).

Diphe, Computer Science

Activities and Societies: Sailing Club, Rock Climbing Club (Secretary)Covered most aspects of the software development lifecycle.

Short Course (Single Module), Natural Resources Management

Probably seems like an unusual course given the rest of my CV but I mainly took this for the course's focus on System Dynamics. Something.

Education record

Activities and Societies: Young Enterprise, Debating society, Rifle shooting team, Rugby team, Basketball teamI'd only about 8 months.