From February 2026 To May 2026

Project Overview

A dual-track transformation program focused on future-state design and current-state optimization. Provided the architectural vision to transition the organization toward an innovation-led operating model. Concurrently, delivered tactical, technology-driven enhancements by integrating emerging AI and automation tools into existing workflows, successfully closing the gap between high-level strategy and daily operational performance. 

Key Initiatives

Implementation of Automation technology to improve efficiency and reduce operating costs. Implemented N8N automation. 

Replacement of legacy CLM, DocuSign, with Summize. The newer solution integrates with HubSpot, allowing the entire process to be carried out in a single system, removing the need to export data or email confidential documents via email etc. 

Improvement to analytics processes. The organisation uses multiple analysis tools such as Alteryx, Power BI, Tableau. The first step is to understand the scope and capabilities of each of the tools in place, to identify any overlap / gaps. Then to work with the data science team to improve the analysis governance processes to remove issues with reporting, such as the implementation of a data dictionary to remove ambiguity when measuring the various metrics used by MONY. Documenting the E2E business processes down to a data level in order to identify and create a set of company wide measures. Then, work with the data team to ensure the data required to measure the aforementioned, to ensure the data is available from the data warehouse, to remove the need to report directly from systems. Finally, identify a single / smaller set of analytics tools and decommission any surplus technology. 

KPIs