We bought the platform. We can’t tell if it does what we need.
A capability-versus-requirement assessment with the business and the vendor, so each gap has a clear answer.
Where I sit
The business
With stakeholders and product owners
- Requirement discovery and elicitation
- BRD, FRD and user stories
- Product design and configuration
- UAT and stakeholder sign-off
The seam — where I work
Where both conversations meet
- Platform capability against requirement
- Gap, workaround and customisation calls
- Vendor–client interface ownership
- Release management to production
The build
With engineering and vendor teams
- Core system integration: core banking, OMS
- API and interface design
- Data flows, dependencies, migration
- SIT coordination and production support
Three problems I help with
It works in the vendor’s demo. It doesn’t fit our bank.
Integration and trade lifecycle design into the bank’s existing systems, alongside the bank’s IT and the vendor’s engineers.
Delivery has stalled. UAT is failing and nobody can sign off.
Getting a platform already in flight to sign-off: traceability, SIT and UAT with the client’s testers, release criteria the business accepts.
Ten years, nine engagements, six countries
Eight implementations with vendor delivery teams, then a contract on the bank’s side. Institutions described by tier and market.
2025 – 2026
BBVA
Bank-side platform capability assessment, direct contract
2023 – 2025
Top-tier UAE banking group
Two-entity platform build, lead business analyst
2021 – 2025
UAE private bank
Four-year platform programme, business analyst and product configuration
2022 – 2024
Top-tier Indonesian bank, state-owned
Bond trading platform, onsite in Jakarta
2022 – 2024
Leading Indian private-sector bank
Back-office OMS for retail API trading
2020 – 2021
Global bank, China business
Equity structured products, onsite in Kuala Lumpur
2019 – 2020
Top-tier Singapore bank
Release delivery, onsite in Singapore
2017 – 2019
Global bank, APAC and Middle East
Release delivery across three regions, onsite in Kuala Lumpur
2016 – 2017
Top-tier Malaysian banking group
QA and product configuration support
How an engagement runs
Discover
Sit with the business, find what they meant rather than what they said, and write it down for engineering.
Design
Test each requirement against platform capability and regulation with the vendor; say what fits and what doesn’t.
Integrate
Map interfaces, data flows and dependencies with the bank’s IT; run migration with integrity checks.
Deliver
Run SIT and UAT with the client’s testers, resolve defects with the vendor, see the release into production.
Selected engagements
Platform capability assessment for a European bank
The bank needed to know what its capital markets OMS could deliver, and how it would connect to core banking. With the bank’s stakeholders and the vendor’s teams, I assessed capability, mapped the integration paths, and produced solution designs within what the platform and regulation allowed.
Result: every gap ruled before it reached build
Four-year trading platform programme
Bonds, equities, treasury bills and certificates of deposit moved onto a new trade lifecycle platform, with the bank’s client and position records. In the vendor delivery team, I designed the flows, configured the products to sign-off with the bank’s users, and worked the migration with the bank’s IT.
Result: zero data-integrity incidents in migration
Multi-entity platform build
Equity, bond and mutual fund trading for private banking and retail, across two group entities, on one build. As lead business analyst on the vendor team, I looked after requirements, product design and BRD/FRD, working with the bank’s IT on integration and migration.
Result: one build serving two entities
- Products
- Equity derivatives, equity structured products, bonds, treasury bills, certificates of deposit, mutual funds, FX
- Certified
- NISM Equity Derivatives and Fixed Income Securities; CFA Institute Private Markets, Private Equity and Private Credit certificates; CMSA, CFI
- Education
- B.E. Electronics, Savitribai Phule Pune University. English, Hindi, Marathi.
Happy to join a platform team on contract, on retainer, or on staff.
Available now. Remote from Dubai in any timezone, or on site.