cpdeol
Available for consulting

Let's build something worth shipping

I work with teams as a Lead Technical Business Analyst, programme delivery consultant, and enterprise systems implementation advisor — from requirements through go-live.

If you are primarily looking for product/design outcome packages, start with Services. Work with me is best when you need embedded delivery governance and stakeholder orchestration.

Ways we can work together

Programme delivery & BA leadership

Embedded as a Lead Technical Business Analyst or Lead Business Systems Analyst — driving requirements, stakeholder alignment, and delivery governance across an initiative from discovery through go-live.

Best for teams with a complex programme underway who need senior BA leadership to bridge technical and business stakeholders, manage scope, and deliver clean outcomes.

3–6 months

What you get

  • Problem framing memo and KPI success model
  • Requirements elicitation, BRDs, and functional specifications
  • Stakeholder alignment workshops and communication plans
  • Data mapping, source-to-target documentation, and ETL specifications
  • UAT framework design, execution, and sign-off management
  • Change management support and go-live governance
Delivery phases01 · Discover02 · Define03 · Design04 · Deliver05 · Adopt06 · Value

Project-based BA consulting

Fixed-scope engagement for a bounded problem — a system migration, compliance implementation, CRM deployment, or process reengineering initiative — with clear milestones and deliverables.

Best for teams with a specific project that needs structured BA work: requirements, data analysis, vendor coordination, and a handoff the internal team can sustain independently.

4–12 weeks

What you get

  • Problem framing memo and KPI success model
  • Current-state process mapping and gap analysis
  • Future-state requirements and integration specifications
  • Vendor evaluation support and RFP documentation
  • UAT design, execution, and compliance sign-off
  • Operational runbook and knowledge transfer
Delivery phases01 · Discover02 · Define03 · Design04 · Deliver

Enterprise systems & AI implementation advisory

Targeted expertise for enterprise system implementations, AI platform rollouts, and compliance programme design — workshops, audits, and actionable requirements your team can execute against.

Best for orgs implementing Salesforce, SAP, or AI-driven platforms and needing structured BA governance to ensure the right requirements reach the right teams.

2–8 weeks

What you get

  • System audit and requirements gap analysis
  • Data governance and source-to-target mapping guidance
  • AI implementation requirements and UAT frameworks
  • Compliance and regulatory alignment documentation
  • Stakeholder enablement sessions and knowledge transfer
Delivery phases01 · Discover02 · Define06 · Value

How it works

01

Scoping call

A focused commercial + delivery-fit conversation about the problem, stakeholders, constraints, and what a successful outcome looks like. This is engagement scoping (not the project delivery Discover phase).

30 minutes
02

Proposal & scope

A short written proposal with engagement options, milestones, and ways of working. You get clarity on deliverables, cadence, and how we will collaborate day to day.

3–5 business days
03

Kick-off

Align on communication channels, working sessions, success metrics, and the first deliverable. Quick wins are identified so momentum starts immediately.

1 session
04

Delivery & iteration

Work is delivered in tight loops with visible artifacts, regular stakeholder reviews, and scope adjustments based on feedback. Close with a handoff your team can sustain.

Per engagement

Frequently asked questions

How do you price engagements?
Engagements are structured as either monthly retainers (embedded programme leadership) or fixed-fee statements of work (project/advisory). Pricing is tied to governance complexity, stakeholder load, and expected delivery cadence.
Relevant engagementsProgramme delivery & BA leadershipProject-based BA consultingEnterprise systems & AI implementation advisory
What is your availability?
I maintain a limited number of concurrent engagements to protect delivery quality. Start windows are planned around milestone calendars and decision checkpoints, so earlier scoping usually secures better timing.
Relevant engagementsProgramme delivery & BA leadershipProject-based BA consultingEnterprise systems & AI implementation advisory
How are stakeholder rhythms handled during delivery?
Delivery uses a structured rhythm: weekly operating reviews, decision logs, risk escalation points, and async status updates. On-site sessions are used for high-stakes alignment moments such as kick-off, executive reviews, or reset workshops.
Relevant engagementsProgramme delivery & BA leadershipProject-based BA consultingEnterprise systems & AI implementation advisory
How do we get started?
Reach out with a short brief (problem, stakeholders, timeline, constraints). The first step is a scoping call, followed by a proposal and operating model. If you primarily need product/design outcome packages, the Services page is the better starting point.
Relevant engagementsProgramme delivery & BA leadershipProject-based BA consultingEnterprise systems & AI implementation advisory
Do you work with agencies or only in-house teams?
Both. In-house product and operations teams are most common, but I also partner with implementation consultancies and agencies that need senior BA leadership on critical client programmes or delivery spikes.
Relevant engagementsProject-based BA consultingEnterprise systems & AI implementation advisory
What industries do you focus on?
Financial services, banking/compliance, enterprise SaaS, and capital markets are where I have the deepest pattern library — KYC/AML, FINTRAC reporting, Salesforce programmes, SAP integrations, and payment migrations. The deciding factor is stakeholder complexity and delivery risk, not logo category.
Relevant engagementsProgramme delivery & BA leadershipProject-based BA consultingEnterprise systems & AI implementation advisory

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Common next reads after scoping an engagement.

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Book a free 30-minute discovery call. No commitment, no pitch deck — just a conversation about your product challenge.

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