David is an experienced Business Analyst and Project Manager with over 10 years of wide-ranging experience within public and private sectors. He holds an international diploma in Business Analysis and is our Senior Business Analyst leading the development of the Business Analysis service line for CBO, coordinating, quality-assuring and building our proposition.
David was recently the lead Business Analyst within a digital transformation for a client in the finance industry, alongside delivering services within insurance and utility companies. He also has experience of delivering the large-scale migration of clients and assets between systems, as well as regulatory and data management projects.
David has managed the upgrade of a banking system for a large offshore bank over four jurisdictions, involving over 250 users and housing details of over 50,000 clients. He also has experience of delivering client-facing state-of-the art software, for example iOS apps, an internet banking website and a new client-onboarding system.
Articles by David
Context CBO worked with a private bank in Guernsey to introduce a new CRM Platform to their business. The system efficiently holds client data, risk data, relationship management information, and associated workflows for onboarding, and client reviews. The objective was to migrate data and processes from an ‘on-premises’ system which is not built to house processes or […]
Guernsey’s courts plan to introduce an electronic system to organise, share, review, and present documents for hearings. This system will replace historic paper-based solutions and would be a significant landmark in the digital transformation of the courts. Initially, the project plans to focus on a pilot of Royal Court processes, which will include end-to-end coverage […]
Context The long-term vision for a subsidiary of an international bank was to transition to a new working environment with the following objectives: To maximise available office space for a growing business; To eliminate paper-based processes; To introduce alternative and collaborative workspaces. CBO was asked to conduct a detailed audit of the use […]
The Covid-19 crisis has exposed the gaps between current processes and what businesses need to have in place in order to perform, both in these uncertain times and as we return to normality. By better understanding your processes, identifying and refining those that underperformed, you have the opportunity to exit the crisis stronger than you entered it. In this paper, […]
