Sam Coldicott Email & Phone Number

Warfield, Gb

■ An established retail bank which has acquired Grindrod Bank and Ubank thus opening up an opportunity to expand its products and services into the business banking sector comprised of SME’s and trader segments ■ Product Management• Leading the creation of a new business transactional account integrated to new internet banking capability, aligned to all available payment rails • Partnering with development team – specification to testing and implementation • Collaborating with marketing for creation of marketing collateral and IVR scripting• Working closely with business analysts (BA) to document processes and standardise operating procedures• Responsible for sourcing and managing all vendors such as card manufacturer and card delivery supplier■ Achievements• Building relationships with multiple stakeholders who were not initially on board with acquisitions• Applied RICE scoring methodology to all proposed products and generated product roadmaps for each segment• Created persona cards for targeted segments to gain an understanding of behaviour and pain points• Sourced vendors for provision of development services for a new digital engagement layer required to offer a more robust internet and mobile banking platform• Created and formalised a product lifecycle methodology for the new product team• Gaining a rapid but thorough understanding of the retail products being integrated, status of projects and issues, backlogs etc

South Africa

■ BankServe is a central payments clearing house which processes & manages all banking transactions throughout South Africa• Managed an enterprise data management programme with 4 streams, focused on cloud migration, advanced analytics, data governance and tactical solutions for current business issues and risks■ Leadership• Personally sourced team of 2 scrum masters and 2 business analysts, further increasing the team once the programme gained momentum• Implemented a dynamic systems development method (DSDM) agile approach to the programme• Conducted regular stakeholder meetings and updates, deployed tasks, encouraged opinions and contribution• Controlled resource capacity and associated costs• Further adopted the role of agile mentor ensuring adherence to artefact and ceremony aspects of the methodology■ Programme Management• Created all feasibility and foundation documentation - terms of reference, business case, requirements list prioritisation, development approach definition, management approach definition, solution architecture definition, feasibility and foundation assessments• Led regular meetings to discuss cloud migration, advanced analytics and delivery planning• Ensured continuous alignment to the programme’s strategic intent, monitoring and control of inter-dependent projects affecting programme delivery■ Achievements• Reviewed and corrected all existing issues including critical risks• Created a gamified agile training solution used to deliver training to business units and Exco• Pioneered the use of the DSDM Agile methodology across the organisation• Laid the foundations for the implementation of cutting-edge data analytics and governance• Created programme budget and resource plan

South Africa

■ Hired to project manage a debit order management programme & upgrade core banking system with new in-house PMO structure, this evolved into creating and leading the PMO■ Team Management• Sourced, interviewed, onboarded own team - business analysts, project managers, test manager and quality assurance team• Deployed tasks and provided direction, motivation and leadership • Conducted regular project status meetings, communicated updates to stakeholders■• Programme Management• Selected methodology and created the PMO charter (initiation document) for Exco approval and signoff• Designed and rolled out usage of templates inc all documentation repositories• Planned, scheduled, managed communication, identified and mitigated risks, monitored and reported on stages, logged and resolved issues• Assured alignment of project/programme deliverables with strategic intent defined in the business case, identified and managed inter dependencies ■ Achievements• Deployed & integrated 4 new core banking systems including transactional, loan and money market products with interfaces to reporting, data warehouse, local and international payment rails• Championed communication, onboareded international stakeholders using extensive EQ and conflict management skills• Transformed outsourced model to capable internal talent pool • Delivered numerous compliance, finance & regulatory projects - AML, IFRS9, Dynamics 365• Defined & executed core banking programme migrations - specification, development, data migration, testing and implementation of new systems due initial acquisition and further 2 acquisitions• Automated project and programme dashboards giving more transparency on project plans, status, risks and issues, lessons learnt, benefit realisation and resource capacity management• Defined project governance checkpoints, aligned these to the bank’s organisational structure • Mentored, nurtured and guided business BA interns with onboarding to permanent positions

Johannesburg Area, South Africa

■ Software development org specialising in financial, telecommunications and insurance sector (turnkey projects), delivering SaaS solutions• Initially employed as a business analyst, promoted to project manager and retained several BA duties and responsibilities, prompted to Account Executive, member executive committee and finally to shareholder• Managed several projects simultaneously - defined project goals, plans, budget, objectives and scope, identified key stakeholders and defined their responsibilities, established and managed project teams• Led multiple teams consisting of diverse skillsets such as system architecture, developers, business analysts, testers, comprised of own and customer’s team members both local and international• Completed formal project closures, including handover of deliverables, evaluated project successes against defined objectives, lessons learnt and benefit realisation reporting• Filled an account executive role in addition to PM/BA role, responsible for planning and negotiation with customers, responses to requests for proposals, formulation of fixed cost and/or time and material proposals■ Projects Overview• Banking project - built customer-facing online forex dealing system from specification writing to testing and implementation• Added a money market customer-facing dealing capability• Added a multi-currency payments engine to move funds locally and internationally underpinned by requisite forex deals• Upgraded CRM platform with additional enhancements for a telecommunications giant• Developed digital package offerings put together by the telecommunications company on a seasonal basis e.g Easter/Christmas/summer/winter promotions• Completed infrastructure & system integration for the merger of a local major bank with an offshore partner• Developed, enhanced, maintained a cellular billing system for a major cellular service provider • Developed affordability calculator for a property toolkit service provider

Education record

Education record

Education record

Education record

Education record