• EVIDENCE OF DELIVERY

Projects that made a difference.

A selection of project and programme work delivered across insurance, financial services and other complex operating environments — from regulated change and technology delivery to business transformation and major launches.

SINCE 2018

18+ DELIVERIES

CONFIDENTIAL WORK OMITTED

— PROJECT HISTORY

Useful detail, 
not just big claims.

The best evidence is specific: what needed to change, what I was responsible for and what became possible as a result — especially where governance and operational control mattered.

For clarity, the projects are grouped by the kind of delivery challenge they represent. The examples include insurance and other high-scrutiny environments where risks, dependencies, readiness and customer outcomes all needed careful attention. Each example describes the context, skills applied and outcome delivered. Where a project is confidential, identifying detail has been intentionally kept to the level that can be shared responsibly.

01. BUSINESS TRANSFORMATION & CUSTOMER EXPERIENCE

Making change land in the business.

Transformation work that connected strategy to customer outcomes, operational performance and the way people work day to day.

SME Business Transformation

CHALLENGE

The SME insurance business needed coordinated cultural, placement and upselling changes rather than isolated initiatives.

Partners& Insurance Ltd | May 2026

SKILLS APPLIED

Transformation planning · Workstream coordination · Stakeholder engagement · Benefits tracking

➔

OUTCOME DELIVERED

Average products per client increased from 1.2 to 2.2 through a joined-up transformation programme.

Customer Experience Transformation

CHALLENGE

Customer journeys needed to be redesigned around satisfaction, loyalty and a more consistent customer-centric culture.

Saga Cruises Ltd | March 2023

SKILLS APPLIED

Customer journey design · Change leadership · Continuous improvement · Operating model thinking

➔

OUTCOME DELIVERED

Built the capability needed to sustain customer experience improvement, achieving 9.5/10 guest satisfaction for cabins and public rooms and 9.3/10 for crew on the inaugural cruise.

Company Merger & Rebrand

CHALLENGE

Two acquired businesses needed to become one newly branded entity without creating unnecessary disruption for customers or colleagues.

Partners& Insurance Ltd | September 2025

SKILLS APPLIED

Integration planning · Communications · IT migration · Change coordination

➔

OUTCOME DELIVERED

Delivered unified systems, a consistent identity and a seamless transition into the new market presence.

Demand Generation Programme

CHALLENGE

Expanded cruise capacity required a coordinated, multi-channel approach to customer acquisition and early registration.

Saga Cruises Ltd | July 2019

SKILLS APPLIED

Programme planning · Campaign coordination · Commercial reporting · Cross-functional delivery

➔

OUTCOME DELIVERED

The programme contributed over £30m in profit growth while helping fill expanded capacity.

02. TECHNOLOGY, DATA AND OPERATIONAL PLATFORMS

Turning technology into usable progress.

Technology and operational change delivered with enough structure to protect service, enough pragmatism to keep moving and enough detail to make adoption stick.

AI Transformation Programme

CHALLENGE

The organisation needed to move from AI strategy into useful, operational tools that would reduce administration without losing focus on service.

Partners& Insurance Ltd | May 2026

SKILLS APPLIED

AI strategy execution · Product delivery · Process optimisation · Adoption planning

➔

OUTCOME DELIVERED

Delivered multiple AI productivity tools, reducing manual administrative effort by 60% and increasing capacity for client-facing work.

Claims Transformation

CHALLENGE

Manual, paper-based claims processes needed to be replaced while improving speed, accuracy, compliance and customer service.

Partners& Insurance Ltd | March 2023

SKILLS APPLIED

Digital transformation · Process redesign · System implementation · Governance

➔

OUTCOME DELIVERED

Digitised claims workflows, accelerated handling and improved data accuracy.

IT Roadmap Management

CHALLENGE

Multiple infrastructure, software and cybersecurity initiatives needed to be prioritised against limited resource.

Partners& Insurance Ltd | May 2026

SKILLS APPLIED

Agile roadmap management · Dependency planning · Cybersecurity delivery · Resource prioritisation

➔

OUTCOME DELIVERED

Introduced fortnightly sprints and delivered Cyber Essentials Plus certification, a company-wide Teams Phone migration and improved password management.

Payroll Transformation

CHALLENGE

Payroll processes were heavily manual, with long lead times and multi-day journal runs creating avoidable risk and effort.

Partners& Insurance Ltd | September 2025

SKILLS APPLIED

Systems implementation · Data integration · Process automation · Compliance improvement

➔

OUTCOME DELIVERED

Reduced payroll lead time from nine days to four and transformed multi-day journal runs into one-click automation.

Windows Upgrade Rollout

CHALLENGE

More than 700 devices across 30 sites and remote workers needed to move to Windows 11 while management migrated from on-premises to Azure.

Partners& Insurance Ltd | August 2025

SKILLS APPLIED

Technology rollout · Supplier coordination · Cutover planning · Risk management

➔

OUTCOME DELIVERED

Upgraded over 700 devices across 30 sites and remote workers with zero downtime, while improving security, control and device management efficiency.

Flexible Benefits Platform

CHALLENGE

Employee reward needed a more modern, accessible platform and a broader set of flexible benefits.

Partners& Insurance Ltd | April 2025

SKILLS APPLIED

Platform implementation · User adoption · Communications · Benefits design

➔

OUTCOME DELIVERED

Delivered the platform and new flexible benefits, achieving over 90% adoption in the first benefits window.

HR Transformation

CHALLENGE

HR needed better data integrity, more self-service and less dependence on manual reporting and workflows.

Partners& Insurance Ltd | November 2024

SKILLS APPLIED

HRIS implementation · Workflow design · Data quality · Stakeholder enablement

➔

OUTCOME DELIVERED

Introduced a new HR information system with automated workflows, HR self-service and improved employee information.

Speech Analytics

CHALLENGE

A legacy speech analytics platform needed to be replaced to improve call insight, quality monitoring and coaching capability.

Saga Insurance Ltd | March 2024

SKILLS APPLIED

Product replacement · Contact centre change · Reporting · User adoption

➔

OUTCOME DELIVERED

Improved reporting accuracy, customer experience analysis and agent coaching across contact centre operations.

DTMF Payment Solution

CHALLENGE

The contact centre needed a more secure and modern payment process integrated with existing policy administration systems.

Saga Insurance Ltd | October 2023

SKILLS APPLIED

PCI compliance · System integration · Customer journey change · Operational delivery

➔

OUTCOME DELIVERED

Enhanced customer security and PCI compliance while modernising payment processes.

03. REGULATORY, ASSURANCE & BUSINESS CONTINUITY

Building confidence around risk.

High-consequence projects where governance, accurate information and continuity of service mattered as much as the delivery itself.

FCA GIPP Report

CHALLENGE

The FCA General Insurance Pricing Practices report required coordinated data gathering, governance review and a timely, compliant submission.

Saga Insurance Ltd | March 2024

SKILLS APPLIED

Regulatory delivery · Data coordination · Governance · Executive assurance

➔

OUTCOME DELIVERED

Coordinated the cross-functional preparation and submission, strengthening regulatory confidence.

Telephony Migration (1)

CHALLENGE

A new telephony platform needed to integrate with the existing CRM in a high-risk contact centre environment.

Saga Insurance Ltd | October 2023

SKILLS APPLIED

Migration planning · Technical coordination · Business readiness · Cutover assurance

➔

OUTCOME DELIVERED

Successfully implemented the change with zero downtime for customers and employees

Telephony Migration (2)

CHALLENGE

The organisation needed to move from a legacy telephony platform to Microsoft Teams Phone without interrupting day-to-day operations.

Partners& Insurance Ltd | June 2025

SKILLS APPLIED

Implementation management · Supplier coordination · Stakeholder communications · Transition planning

➔

OUTCOME DELIVERED

Led the migration from planning through implementation, coordinating technical and business stakeholders for a smooth transition with zero downtime.

04. MAJOR PROGRAMME DELIVERY & LAUNCH

Keeping complex delivery moving.

Large, visible programmes that depended on joined-up planning, disciplined governance and confident coordination across many moving parts.

Cruise Transformation Programme

CHALLENGE

A £700m transformation programme combined the build and launch of two luxury cruise ships with modernisation of core business processes.

Saga Cruises Ltd | March 2020

SKILLS APPLIED

Programme governance · Launch readiness · Risk and issue management · Commercial delivery

➔

OUTCOME DELIVERED

Achieved 100% green audits and delivered the programme on time and on budget.

Cruise Resumption Programme

CHALLENGE

Cruise operations needed to resume safely and compliantly after COVID-19, with customer confidence rebuilt through a phased restart.

Saga Cruises Ltd | March 2022

SKILLS APPLIED

Recovery planning · Regulatory coordination · Scenario planning · Stakeholder management

➔

OUTCOME DELIVERED

Coordinated with government and industry bodies to deliver compliant, phased restarts and achieve the Lloyd’s Register Shield+ award, recognising the highest health and hygiene standards in the industry.

PR & Communications

CHALLENGE

New cruise ship launches needed a clear external story and strong internal engagement to build confidence and excitement.

Saga Insurance Ltd | March 2020

SKILLS APPLIED

Communications planning · Press events · Campaign delivery · Stakeholder engagement

➔

OUTCOME DELIVERED

Delivered press events, video campaigns and internal engagement activities, securing national and trade media coverage. As part of the wider launch and demand-generation programme, annual guest numbers doubled and PBT increased by £33.1m.

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