Charl Naude

Taskflow is an Internet hosted solution providing easy access from any location and supports a large number of targeted applications for maximum flexibility. Taskflow’s web-based architecture provides regular automated application updates with no intervention guaranteeing your environment is always state of the art. Ease of use is at the core of Taskflow CRM to guarantee rapid deployment and user acceptance. Customizable workflows ensure that Taskflow delivers exactly what your business needs in a seamlessly tailored solution. Taskflow has been implemented at insurance, supply chain, sales, security and many variations of business. Workflow structures are closely managed ensuring control over your business processes so that steps are not missed. Any missing documents or data are highlighted and the system will not allow processes to continue until completed. Taskflow ensures business process discipline logically and automatically with SMS notifications when certain process points are met. Planned implementation is at the heart of any successfully deployed solution. Taskflow provides business process specialists to assess current workflows and implement streamlined Taskflow solutions that maximize business potential through increased productivity and efficiency. Powerful customisable reporting tools are included in Taskflow allowing managers to access critical information at the click of a button. Reports are available in many formats and can be setup in custom dashboards for a single view of your business status. Taskflow is not just a CRM, it is also a powerful VoiP platform that takes care of all of your corporate telephony from office phones through sophisticated call centre dialling technologies and reporting. Access guaranteed to Taskflow solutions on the cloud via multiple connectivity routes and multiple service providers ensuring full system redundancy. With TaskFlow in the cloud your business is always available from anywhere you are.

At this dynamic startup company I do anything that requires attention. I have started to re-engineer the internal operations process to get to a more mature level. I have also set up documentation standards.

Client: LibFin (December 2014 - Present) Client: RMB GMCB (February 2013 - November 2014) The FNB GTS Team is primarily responsible for maintaining and improving on Rand Merchant Bank’s Corporate Banking (RMB CB) Data Warehouse that houses all of First Rand Bank Group’s International Banking (Forex and Trade) Transactions. This MIS department is critical for the bank’s financial reporting as it sources data from different application systems and also provides service/support other departments within the group, such as other MIS departments and RMB CB Finance by way of running month-end processes and daily data extracts, mostly automated, that extract different data marts for different business users. Projects: Project Thrive, RadaFx, CFC, Costing Volumes, Segmentation Re-engineering, Money Market, Online Payments and Collections, Forex, Cash Management, Rand Account Services, Trade, Online Architecture, Multi-Currency, Card, Product Reconciliation, SharePoint BI Reporting, Euroloans, Internal Recovery and Online SLA Costs Core Duties: Business Analyst: • Set standards of documentation • Requirements gathering • Writing of Business Requirement Specifications • Analyse Business Requirement Specifications • Analyse Reporting Dashboards • Design the automation Reporting Dashboards • Design Reporting Cubes • Analyse and enhance environment architecture Project Manager: • Manage Client expectations • Resource management • Ensure projects are delivered in time • Keep the PMO up to date

Involved during the entire project cycle through the analysis, design, development, configuration, testing, and implementation phases. Core duties: Business analysis - Analysis of business requirements - Analysis of business processes Systems analysis Interface analysis Designing new business processes Modernising current business processes Designing front - end (FE) screens Writing functional specifications Writing technical specifications Writing interface mapping documents Writing of SQL queries Evaluating the information gathered through workshops and surveys, business process description and detailed system analysis Working with clients to develop models of the business processes and assure the consistency of the process and data models at conceptual and logical levels Consulting extensively with clients Communicating team members Communicating with development teams Consulting with other vendors Conducting project demonstrations (FE functionality) Provide realistic estimates and updates of the work necessary to complete all relevant deliverables and complete all tasks within targeted time frames Defining new security roles and tasks o Setting up security roles and tasks Assigning security roles and tasks Training and mentoring other business analysts Working on various environments: Development (DEV) Quality Assurance (QA) - Pre – QA Environment - QA Environment - Pre – PROD Environment Production (PROD) Review quality assurance deliverables during the acceptance phase to ensure all requirements have been tested. Making use of SCRUM/Agile methodology Making use of Project Management tools such as RedMine, Sprintometer. Testing software: - Testing of software - Running Integration testing and scheduling - Replicating defects on QA environments - Identifying additional concerns/errors Providing lab support