David P Jacobs BSc 12 Regency Lodge, Castle Road, Weybridge, Surrey KT13 9QR Tel 01932 248027 Mobile 07799 036652 Email David.Jacobs@Profinfo.co.uk Profile An experienced Business Analyst with strong capabilities in systems and process reengineering 25 years’ experience bridging between business and IS/IT for improved business performance Former programmer, systems analyst and relational database analyst/designer/developer Prior career in marketing information, analysis and research Reputation for very high levels of client and business user satisfaction Particularly skilled in optimising business processes and related IS functionality Published author and speaker on IS business value maximisation (www.profinfo.co.uk) Current skill areas offered are stakeholder management, business case production, feasibility studies, project initiation, process modelling, business process reengineering (BPR), running workshops, requirements definition and management, data analysis, reporting, MIS, IS business value and benefits maximisation Career ADP Employment Services Ltd: Business Analyst (consultant) May 2010 - Jul 2010, consultancy Led an entire process modelling exercise for European banking function of international payroll outsourcing operation working with the European Banking Manager and his team Ran workshops to produce fully nested 3 tier process models and associated control documentation Advised client on value strategy and how to get the best from processes, organisation and systems Areas covered include payments, debits, credit risk, tax adjustments, funding and loss/recovery Created presentation material to support launch of the new European payroll banking services Presented results of whole exercise to the European Finance Director and other senior managers British Airports Authority (BAA)/Gatwick Airport Ltd: Business Analyst (Operations) Aug 2009 - Mar 2010, contract Led business analysis for Gatwick’s Building Management System (BMS) replacement project and created business case for car sharing scheme upgrade project Ran meetings and workshops with stakeholders and senior users to identify processes and issues Produced detailed As-is process models (using BPMN in Visio), data model, business requirements document (BRD) and plan for process reengineering (To-be process guidelines) Produced major contributions to options/decisions reporting procedure, project scope and business cases which together succeeded in obtaining over £5.4M of funding Worked with project manager to support options evaluation and OJEU procurement process Evaluated BAA’s business requirements definition (BRD) template and led meetings to revise Westminster University Estates and Facilities (UoW E&F): Business Analyst (consultant) Jun 2008 - Jul 2009, consultancy through Programme and Project Management Excellence Led business analysis for benefits-driven upgrade to UoW E&F’s processes and systems Analysed and documented twenty five business areas based around a new asset register/management system, including helpdesk, enquiry handling, mail, telephony, commercial bookings, sports and leisure membership, real estate, planned maintenance (PPM), health & safety, energy and environment, security/CCTV integration, cleaning, fire, water safety, asbestos, space management, timetabling, possible use of RFID and various mobile devices Produced business process models (As-is), data model and extensive recommendations for reengineering and detailed business requirements document Scoped interfaces with Finance, Student Records, CAD and building management systems (BMS) Made significant contributions to business case and benefits analysis Supported evaluation of software products and suppliers under OJEU procedures Facilitated and documented results of Conference Room Pilot, i.e. real-time evaluation of selected software system (Evolution, web based) and development of new processes (To-be) Royal Bank of Scotland, Invoice Factoring, Change Management: Business Analyst Oct 2007 - Jul 2008, contract Led business analysis on Electronic Client Interface programme, supporting migration of factoring systems to web enabled versions and auto-extraction and transfer of sales ledger data Created current (As-is) process flows, future state (To-be) process flows, target operating model (TOM) and functional and data specifications 1 David P Jacobs BSc Supported Director of Organisational Change and programme/project management with feasibility, analysis, supplier and system options evaluation, risk and benefits assessment, business case creation and verification of business requirements Gained an introduction to Basel II, Credit, Risk, Debt and Compliance procedures Contributed to project processes by providing range of ideas, measures and techniques to improve departmental value realisation BPP Professional Education Ltd: Business Analyst (process stream lead) Nov 2006 - Aug 2007, contract Acted as BA/process consultant to Improved Customer Engagement programme (BPR) to enhance Customer Experience with improved service and online facilities Conducted As-is process workshops with senior users and documented results for all customer related business areas, i.e. strategy, support, facilities, publishing and warehousing of training materials, course booking, marketing, e-learning and timetabling Led and trained the process stream’s business user analysts, to create detailed To-be processes and test scenarios working with Customer Experience, CRM, Requirements, Data, Finance and People streams to support the Organisational Change and call centre creation Supported programme’s RFP process on planning, scope, recruitment, value realisation, requirements definition, techniques, tools, methods and selecting supplier offerings Completed documentation of company As-is and desired To-be business processes by entering them into software tool and conducting analysis on the processes Brought significantly increased business value focus to the role and programme Fujitsu Services (Post Office account): Business Analyst (requirements process definition) Jul 2006 - Oct 2006, contract Specified process, artefacts and tools for Requirements and Acceptance stage of the HNG-X project for update of current Post Office counter system Horizon Used internal Application development processes, Visio, DOORS and some UML Ensured conformance with Fujitsu project and development processes and methods, Capability Maturity Model (CMMI), Fujitsu standards and service requirements (SLAs) Assisted management with coordination, process propagation and tool installation & training Supported review of Use Cases from Post Office with UML, Activity & Class Diagrams Defined and propagated an effective Requirements and Acceptance process Cisco Systems: Business Systems Analyst (analyst for EMEA) Dec 2005 - Apr 2006, contract Analyst for Customer Insight data mart and interfaces to applications (e.g. Salesforce.com) Managed the support case load and relationship with business and IT Development Ensured business requirements were defined and met for Sales Leads management, e-marketing and related business processes for support and enhancement issues Reduced the support case load and increased confidence of the business Contributed range of ideas to improve value, reliability and productivity of the data mart Vodafone UK: Business Analyst (business integration team lead) Aug 2005 - Oct 2005, contract Facilitated business process reengineering and requirements workshops for Strategic Customer Management Programme’s Loyalty stream Defined Contact Management/Call Centre To Be processes (with Visio) and IS requirements (input to Doors) for global development project Use Case/UML team Produced new processes in very short time; contributed ideas on process nesting Ordnance Survey: Business Systems Analyst (requirements analyst) Jul 2004 - Jul 2005, contract Supported business and systems personnel defining system for seamless capture and edit of geographical information (object orientated) with requirements analysis, definition and management Assisted teams to create requirements and trace against business objectives and benefits Helped lead workshops to assess design implications of requirements, e.g. for estimates Guided project development teams to Iterative development from earlier Waterfall approach, supporting with process, method, role definition and Use Case/UML examples and templates Advised other analysts in Business Process Flow diagramming (with Visio) and use of Rational tools/methods incl. RUP, RequisitePro (with Oracle SQL) and ClearQuest Traced all requirements and helped requirements gathering become more focused and prioritised 2 David P Jacobs BSc Teletext Ltd: Business Analyst Jun 2003 - Jul 2004, contract Led Requirements Definition for replacement Sales Order Processing system Ran workshops for users in Sales, Finance, Compliance and Client Services to define processes and resultant IS/IT requirements Produced Business Process Flow Diagrams (with Visio) and extensive Requirements Documentation for use of the business and 3rd party software suppliers Assisted with review of prototype solutions from suppliers Supervised and coached internal personnel to define their requirements Produced requirements from complex sales processes and gained significant confidence from business to represent its requirements Profit from Information Ltd: IS Value Maximisation Specialist Jun 2002 - Jun 2003 (and Jun 1999 - Feb 2000), consultancy development Led development and marketing of an IS Business Value Optimisation Programme Included development of comprehensive range of value-driven Business-IS/IT gap bridging and mediating skills, structures and techniques Also included appraisal of many methods and techniques including UML, BPR/I, Prince2/MSP, NLP, Earned Value, Balanced Scorecard, eXtreme Analysis, Agile, Lean, Six Sigma and methods potentially contributing to business value, benefits and ROI Produced The Profit Business Value Approach™ for the maximisation of value, benefits and return on investment from the use of IS/IT (see www.profinfo.co.uk) Hereford and Worcester Chamber of Commerce/Business Link: Business Analyst (team leader) Jan 2002 - May 2002, contract Co-led BA team in design of bespoke Web enabled system with telephony interface for Enquiry/Call handling, Sales Order Processing, Membership, Loyalty and Business Consultancy functions Produced business process diagrams (in Visio), requirements and functional specifications Designed custom Workflow sub-system and supervised data clean up and migration More Group UK (Clear Channel): Business Analyst (requirements advisor) Jul 2001 - Dec 2001, contract Supported internal staff in Requirements Definition for new outdoor Advertising Sales system Performed Gap Analysis and helped with evaluation of suppliers’ packages Produced fully prioritised requirements to assist package solution investigation Air Products plc: Business Systems Analyst Aug 2000 - Apr 2001, contract Business analysis and process diagramming for sales and product Web applications Functional design and testing for large financial reporting migration from Legacy to Client/server Barclays Sales Financing: Business Analyst/Designer Feb 2000 - Jun 2000, contract Business system design, process modelling (in Visio) and functional specification for new Browser based Retail Sales Financing System incorporating Workflow (Staffware) Air Products plc: Business Systems Analyst (IT ERP implementation lead) Oct 1997 - May 1999, contract Member of global team implementing ERP including Supply Chain and Purchasing Worked in European team in Purchasing, Manufacturing and Inventory undertaking business analysis, implementation planning, interface design, data analysis and migration Contributed range of ideas to increase business value from processes and systems Relational Database Analyst/Designer and Developer 1990 - 1997, contracts for WorldCom, Sun Microsystems, Eastgate Reinsurance, Prudential, Walt Disney, Pet Plan Insurance, Uniface International, Boules Retail Analyst/Designer, Developer (3GL & 4GL) 1985 - 1990, permanent assignments in electronics, retail merchandising and broking, manufacturing, online membership for Performing Right Society (PRS) and GIS/digital mapping for British Gas Marketing Information Analyst and Researcher (including part time analyst/programmer from 1981) 1976 - 1985, marketing information consultant to air cargo companies and airlines and permanent and freelance marketing researcher in FMCG broking, construction, packaging, transport and freight 3 David P Jacobs BSc Qualifications Higher Education 1973 - 1976 B.Sc. Honours, Management Science, Warwick University Business School Languages French, Spanish (conversational); Dutch, Italian (basic); Hebrew (read/write) Training and Development Courses taken include Realising Project Intelligence (project management), Coaching, Requirements Management (DOORS), Prince2, Managing Successful Projects, Excel (advanced), UML and Business Modelling, Business Process Re-engineering, Requirements Analysis and Workshop Facilitation Have also attended numerous conferences, events and seminars on management performance, IS/IT methods, value & benefits realisation (BRM/BM), leadership and project/programme management Professional Memberships British Computer Society (BCS) including PROMS-G (Project Management) Specialist Group Professional Contractors’ Group (PCG) Skills Summary Optimisation of Business Value, Benefits and Return on Investment (ROI) Business Process Modelling and Reengineering (BPR) Business Case Development, Feasibility, Scope Definition and Project Initiation (PID) Requirements Definition and Management Functional Specification, Gap Analysis and Package (COTS) Evaluation Workshop Facilitation, Team Leading, Coaching, Training Data Modelling, Clean-Up and Migration Supporting RFI/RFP/OJEU procurement process Business Functions & System Types Facilities, asset management, building management, sports and leisure membership, university conference bookings, student housing, real estate, space management, heath & safety, energy and environment, utility monitoring, water safety, fire, security (access and CCTV), permit to work Professional education and training (in accountancy, law, HR and finance) Sales, marketing, customer relationship management, customer service E-marketing, campaigns, sales leads, data-mart, distribution, market research Geographical information systems (GIS) and digital mapping Telecommunications: customer relationship management and loyalty Broadcast media and advertising: sales, tariff, inventory, finance & accounting Chamber of Commerce/Business Link: enquiry/call handling and business services Bank factoring, sales invoice discounting, ledger data transfers, banking, payment procedures Web deployed systems, workflow, document management, MIS Manufacturing, ERP, supply chain, purchasing, inventory, financial reporting Methods and Software Experienced in: Waterfall, Software Development Life Cycle (SDLC), structured Business Analysis (various), The Profit Business Value Approach™, Relational Database Management Systems (RDBMS), Structured Query Language (SQL), Visio, Business Process Modelling Notation (BPMN), MS-Office Working knowledge of: SSADM, RAD/DSDM, Prince2, Managing Successful Programmes (MSP), Benefits Realisation Management (BRM), UML, RUP, Object Oriented Analysis/Design (OOA/OOD), DOORS, Business Intelligence (BI), Rational RequisitePro, Neuro Linguistic Programming (NLP) Client Commendations (unsolicited) “The work you have carried out describing improvements to our processes is particularly noteworthy. Your attention to detail combined with an appreciation of the overall benefits being sought has taken us a long way towards a successful implementation.” Planning and Development Manager, University of Westminster Estates & Facilities, 2009 “….my sincere thanks, not just for the sheer quality of the work you produced, and the way you delivered your thoughts and ideas, but also for being great fun to work with…” European Banking Manager, International Payroll Outsourcing, 2010 [300810] 4