Project Services

Providing structured project services focused on quality and reliability – delivering the change your organisation needs, safely and confidently.

Our experienced team works alongside clients to plan, lead and embed change that stands up in the real world. We bring structure where it’s needed, flexibility where it’s sensible, and calm leadership when things are complex.

From individual projects to enterprise-wide portfolios, we help organisations move forward with clarity and control.

Our Project Services include

Project & Programme Management

We lead and deliver change – from well-defined projects to complex, multi-phase programmes operating under pressure.

Our approach balances structure with pragmatism. We apply proven governance and delivery frameworks, but we scale them appropriately. The goal isn’t process for process’ sake, it’s clarity, accountability and momentum.

We support clients to:
  • Shape and define new initiatives
  • Stabilise or recover programmes that have lost direction
  • Strengthen governance and decision-making
  • Coordinate multiple workstreams and stakeholders
  • Deliver safely through to completion
We stay close to the detail, while keeping sight of the bigger picture, ensuring change lands properly, not just on paper.

Portfolio and PMO Design & Management

Change only delivers value when the right initiatives are prioritised, aligned and resourced properly.

We help organisations bring structure and visibility to their change landscape, so leadership teams can make confident, informed decisions about where to focus time, effort and investment, and ensure delivery aligns with business strategy.

Our support includes:
  • Designing portfolio governance frameworks
  • Aligning change initiatives to strategic objectives and outcomes
  • Establishing practical PMO structures
  • Clarifying prioritisation and funding models
  • Improving reporting and transparency
  • Embedding consistent project standards

System Implementation

Technology-enabled change requires more than technical expertise. It requires structured delivery, strong stakeholder alignment and practical adoption.

We work independently of vendors and platforms, focusing on what’s right for the client. From procurement and planning through to implementation and embedding, we ensure technology becomes an enabler, not a disruption.

Our approach integrates:
  • Clear requirements and business alignment
  • Structured procurement and supplier coordination
  • Robust governance and risk management
  • Change and adoption support
  • Sustainable handover into business-as-usual

We focus on long-term value – not just go-live.

Project Health Checks

Even well-run projects benefit from independent review.

Our Project Health Checks provide calm, objective insight into delivery performance, governance and risk exposure. We focus on clarity and practical action, not lengthy reports.

We offer three levels of assurance:
  • Rapid Review
    A focused, time-bound assessment providing a clear view of delivery health and immediate risks.
  • Ongoing Review
    Structured, periodic assurance throughout delivery to strengthen control and confidence.
  • Full Audit
    A comprehensive, evidence-based review of governance, performance, risk and outcomes.
Our aim is simple: strengthen delivery while building trust and confidence at leadership level.

Regulatory Change & Technology

Regulated organisations operate under constant scrutiny and evolving requirements. Regulatory change rarely affects one team, it cuts across operations, risk, compliance, IT and senior leadership.

RegTech – Implementing and Optimising Technology

Technology is central to managing regulatory risk – from onboarding and transaction monitoring to reporting and client risk assessment. But systems only work when they align with your processes, controls and operating model.

We support clients through:
  • Clear requirements, vendor selection and structured procurement
  • Practical configuration and integration aligned to real workflows
  • Testing, training and adoption that embed sustainable controls

Our approach ensures technology supports operational reality, strengthening oversight while reducing manual effort and unnecessary complexity.

Regulatory Change – Delivery, Readiness & Embedding

Regulatory requirements evolve. Managing overlapping obligations while maintaining business performance requires structured coordination and calm leadership. We provide end-to-end programme and project leadership to:

  • Translate regulatory requirements into practical scope and roadmaps
  • Coordinate cross-functional change with clear risk and dependency management
  • Embed policies and controls into business-as-usual

We don’t treat regulatory readiness as a separate exercise. It’s built into how we deliver change, ensuring policies work in practice, controls are clearly owned, and the organisation is prepared for scrutiny at any point.

Does your project need our help?
Whether it is an upcoming project or an existing one, we have the skills and experience to enable your business to get the successful outcome you need.

Project setup or recovery

At CBO we use our tried-and-tested methods to make sure you have the building blocks needed for a successful project. Our experience has shown that these building blocks need to be in place when recovering a struggling project or setting up a new one.

A CBO project establishes key factors needed for project success, including:

  • Structured governance
  • Realistic planning and scheduling
  • Effective risk management
  • Commitment from leadership and team

Once established, the project can be handed back to your business or managed by one of our experienced CBO Project Managers.

Corporate Partnership and Best Practice Alignment

We are passionate about delivering high-quality and reliable project services using established and best-practice project methodologies. As a result, we are a Corporate Partner of the chartered body for the project profession, the Association of Project Management (APM).

We are committed to embedding good project management across the Channel Islands and continue to promote this through our chartered and qualified team.

Project services articles

Case Study
Establishing the Foundations for Successful ERP Transformation

Context Healthspan, a leading health and wellness brand, launched a transformation programme to replace its on-premise ERP platform with a modern cloud-based SaaS solution. The programme was driven by the approaching end-of-life support for the existing platform, alongside the need to improve scalability, strengthen operational resilience, and support future growth. Given the scale and business-critical […]

Case Study
Using APM Corporate Partnership to Share Project Assurance Knowledge – CBO & SEA

As part of a shared commitment to continuous improvement in project delivery, SEA and CBO, both APM Corporate Partners, recently collaborated on a Lunch and Learn session focused on project assurance for SEA’s project management community. The session was delivered by Ed Mason Smith, CBO’s Director of Project Services and APM Channel Islands Lead, alongside […]

Case Study
Getting Creative with Project Management

Context Healthspan was looking to rebrand their Pet supplement range, VetVits, to bring a new focused approach to their pet offering. This included rebranding of stock, launching a new dedicated website and creation of new branding and creative content. The key focus was to deliver a rebrand with structure and control without impacting business operations. […]

Case Study
Programme Management Excellence in Large-Scale Transformation

Context Our client, a leading insurance provider, embarked on a strategic transformation to shift from policy-centric to customer-centric operations, supporting future growth and multi-product customer engagement. CBO were engaged to lead and manage the mobilisation phase of the programme, with a focus on delivering robust programme governance, structured oversight, and quality assurance throughout. Approach                 We […]

Blog Post
Sharing Quality: How APM helped CBO connect with Apache iX to elevate quality management

Over the past few years, CBO has grown from a 10-person team to 27 professionals across two jurisdictions, expanding our service offering and client base. With growth comes the need for scalability, especially in our quality management systems. Ensuring consistent excellence in delivery is part of our ethos, and it’s essential to the trust our […]

Case Study
Carey Group System Implementation – NavOne

Context Carey Group is a Guernsey-based trust and fiduciary services provider with around 75 employees. They were relying on multiple aging systems for trust management, billing, and accounting—many of which were nearing end-of-support. Data was scattered across platforms, and billing processes lacked efficiency. Recognising the need for a modern, consolidated platform, Carey Group turned to […]

Fancy a chat? Get in touch with CBO today to discuss how we can help