Insights - CBO Projects

Taking Initiative: Preparing for a Regulatory Financial Service Visit

Approach Ahead of an anticipated AML/CFT visit by the GFSC, our client recognised the need to enhance a number of areas of their operations to align with the expected regulatory requirements. To prepare effectively, CBO worked with our client to develop a structured plan to identify gaps and implement targeted improvements ahead of the regulatory […]

Case Study

Driving Risk Culture through Collaborative Project Management

Approach CBO supported a fiduciary services provider in embedding a culture that prioritises proactive risk management, alongside reviewing its risk methodology and applying it consistently across all clients. The project was structured around three key phases: Risk Methodology Review: A detailed assessment of the existing risk framework to identify gaps in its application across different […]

Case Study

A Clinical Approach to Project Management

Context Queens Road Medical Practice (QRMP) is a primary care provider and operates from two surgeries, one (Queens Road) based in St Peter Port and one at the Longfrie in St Pierre du Bois. QRMP completed a premises move from their premises on Queens Road to new premises situated in the former States education building […]

Case Study

CBO Integration Analyst – Healthcare

Context CBO provided an Integration Analyst to support integrating multiple systems to enhance data exchange and interoperability within the healthcare sector. The client’s requirement emerged from a pressing need to improve the surfacing of critical data to medical professionals and create parity between core systems to keep the data and the users accessing it with […]

Case Study

Mapping the Way Forward

Process Analysis to Enable the Next Phase of Royal Court Digitisation Context As part of its commitment to improving access to justice, our client, the Royal Court of Guernsey, was looking to develop its Case Management and Registrations projects within the Smart Court programme. Both projects are important for the digitisation of the Royal Court and […]

Case Study

New RegTech Solution for Global Bank

Context CBO recently implemented a new Regulatory Tech (RegTech) Software-as-a-Service (SaaS) solution to replace an outdated Transaction Monitoring System for a local bank. This project focused on bolstering the client’s compliance capabilities, specifically in the monitoring of Financial Crime, while simultaneously enhancing operational efficiencies. Approach Our team achieved this by identifying vendors suitable for the […]

Blog Post

Inspiration from the APM Women in Project Management Conference

CBO Consultant Lisa Ayres recently enjoyed a day of inspiring talks, great networking, and insightful shared best practice at the APM Women in Project Management Conference 2024. She shares with us her key takeaways from the day. The APM Women in Project Management Conference was an excellent event, featuring a variety of speakers, from recent […]

Case Study

Business Analysis for a successful CRM Platform implementation with a Private Bank

Context CBO worked with a private bank in Guernsey to introduce a new CRM Platform to their business. The system efficiently holds client data, risk data, relationship management information, and associated workflows for onboarding, and client reviews. The objective was to migrate data and processes from an ‘on-premises’ system which is not built to house processes or […]

Blog Post

Celebrating International Women’s Day (IWD): Inspiring Inclusivity in Technology Organisations & Roles

This year’s theme for International Women’s Day, “Inspiring Inclusivity”, highlights the need for spaces where women of all backgrounds feel valued and empowered. As a woman who’s worked in data and technology roles for the last 10 years, I feel passionately about the role female inclusivity plays in the future success of my industry. The […]

Blog Post

Junior Consultant Yinlong Thatiyanantabhorn shares his thoughts in this quarter’s APM magazine

In this quarter’s APM magazine, Junior Consultant Yinlong Thatiyanantabhorn was asked to share some of his thoughts and experiences since moving to the island of Guernsey earlier this year and joining the CBO team. His thoughts strongly related to the importance of building relationships, which of course, is what CBO is all about… In an […]

Case Study

CBOs tried and tested framework helps Mourant introduce a new client relationship management system

Context Our client, a global offshore legal services business, had a strategic objective to invest in clients, which shaped their desire to underpin these interactions with a new client relationship management system. Through a joined-up approach, driven by accurate and informative data, they intended to enhance their client relationships as well as win new clients […]

Insight

Unlocking the Potential of Business Process Modelling: Streamline, Standardise, Succeed

Discover the transformative power of Business Process Modelling (BPM) with the expert guidance of CBO. This insight paper delves into how BPM not only identifies but rectifies operational inefficiencies, propelling your organisation towards increased productivity and resilience. By documenting your workflows, BPM fosters improved workflows and enables organisations to navigate complex change. The seasoned Business Analysts at CBO, backed by BCS certifications, provide an […]

Our services