Wealth Advisory Data Platform
2016 – PresentLong-running data platform and analytics engagement for a wealth advisory business, covering warehouse architecture, Qlik analytics, customer-facing data products, and cloud migration work.
A selection of long-running delivery work across data platforms, analytics products, integrations, and business intelligence architecture.
Across consulting, product work, and architecture roles, the common thread has been turning messy operational reality into usable information systems. Most of the work sits somewhere between data integration, warehouse design, analytics modelling, and practical delivery responsibility. The technologies have changed over time, but the core job has stayed recognisable: understand the source, shape the data, and make it useful. These notes are selected examples rather than a complete record.
Long-running data platform and analytics engagement for a wealth advisory business, covering warehouse architecture, Qlik analytics, customer-facing data products, and cloud migration work.
Proof of concept for analysing very large sensor datasets with Qlik ODAG and Vertica, built as a two-person delivery team and selected over a competing architecture.
Data integration and analytics work for a consumer lending bank, connecting core banking data to marketing automation and building sales, CRM, and management reporting in Qlik.
QlikView models for a group of cooperating banks, presenting shared warehouse data across CRM, upsell, profitability, portfolio, and risk areas.
Data warehouse conversion and self-service analytics platform for a regional bank, moving ETL logic from SAP BODI to Talend and building QlikView analysis for employees.
Several analytics and warehouse maintenance projects for an energy utility, covering financial reporting, KPI dashboards, project steering information, and Informatica-based warehouse support.
Shorter analytics and BI engagements across retail, banking, public sector, logistics, and HR, covering QlikView and Qlik Sense delivery, data architecture, migrations, extensions, and warehouse-oriented proof-of-concept work.
ETL and data warehouse development for public-sector case and production management statistics, including analysis, design, deployment planning, testing support, and operational stabilisation.
Delivery coordination and quality control around the data warehouse part of a public pension reform programme, including interfaces between project, supplier, receiving organisation, testing, and production readiness.
Requirements and data modelling work for proposed online banking changes, focused on customer data capture, CRM needs, and longer-term use of behavioural data.
Informatica-based interfaces for automating data movement between financial systems, reducing manual work around posting and risk-system updates.
Shorter system integration, CRM conversion, and testing assignments across defence, insurance, retail banking, and finance, covering master data work, migrations, interface design, and test leadership.