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Case studies

  • Facilitating strategic workshops for mining company

  • Australian fintech transformation

  • Scaling a B2B SaaS startup

  • Integrating Xero payment services with a bank

  • Auto-decisioning for small business lending

  • Digital self-service investment portfolio management

Mining investment decisioning

Strategic decisioning for new lithium mines

  • Working closely with the mining studies and project teams, particularly study leads and project management office lead, to ensure integration between parallel and interrelated work streams

  • A strong focus on facilitating options identification and assessment using methods including design thinking, driving risk-based decision making, and enabling delivery of work packages against tight timelines using Agile ways of working

  • Commended by the Exploration and Development General Manager for facilitating a multi-day strategy workshop for the exploration and studies teams

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Australian Fintech

Home loan platforms

  • Led roadmap for websites of two Australian home loan platforms - Lendi and Aussie

  • Delivered a refresh to the Aussie.com.au website to consolidate platforms 

  • Results post-launch included: improved discoverability, increases in new users (20%) and engagement time (8%), and a 137% increase in new customer enquiries to brokers

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 Lendi Logo

B2B & Enterprise SaaS

'Minimal loveable product' on a new platform for lease accounting scaleup

Automated lending decisioning for Small Business banking

  • Nomos One is a B2B SasS scaleup with a vision to provide effortless lease accounting

  • Led the lease management product workstream, presenter for product webinar

  • At BNZ, re-designed Small Business lending application processes to help deliver 60% auto-decisioning - commended by stakeholders for collaboration and teamwork

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B2B2C Digital 

Self-service investment portal

Xero & banking integration

  • Led a strategic review of Digital Onboarding for Craigs Investment Partners and scoped a transformation to enable self-service portfolio trading online, including defining APIs.  

  • Led discovery and delivery approach for a digital portal launching on time, to scope, and $300k under budget - the sponsor noted my expertise was fundamental to success

  • Led integrating Kiwibank business banking with Xero - commended by Xero for thorough scenario analysis facilitating convergence of thinking across organisations

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Xero Logo
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