PLATFORM OWNERSHIP AND DEVELOPMENT
Building and owning a shared operational platform
I owned the business concept and later the platform, translating the director’s request for adviser-level access into requirements developed with stores, field managers, Trading and technology teams. Early work included understanding organisational processes, mapping dependencies and assessing Qlik, Tableau and Oracle.
Standardised KPIs
Retail and support users with access provision
Approximately in operation
My contribution
A proof of concept established Oracle reporting, store access and BT–EE data movement. Stage one delivered transactions and validation; stage two added basket value. I secured £700,000 across the two stages, both delivered within budget. A technical project manager led technical execution.
What followed
After launch, I owned reports, commissions extracts and month-end reconciliation, directing offshore development within a £180,000 annual budget. I designed business logic and agreed reporting priorities with Trading. The platform provided 175 standardised KPIs and access for approximately 5,500 users, serving roughly 450 stores for about seven years.