Providing structured project services focused on quality and reliability, delivering the change your business needs.
Our experienced and qualified team have a proven track record of successful delivery and can support your organisation across all aspects of Project, Programme and Portfolio Management.
Our Project Services include
Project Management
We have a history of successful Project Management services delivered by our experienced and accredited team, whatever the size of the project.
We bring a flexible project management approach that can adapt to an organisation’s needs and improves the overall likelihood of success.
Programme Management
We have a track record of providing Programme Management capabilities that enable organisations to deliver a coordinated effort towards achieving a programme’s strategic benefits.
Portfolio Management
We provide Portfolio Management services that focus on identifying and prioritising the changes/projects that contribute to an organisation’s overall strategic objectives.
This is delivered through a structured framework and ensures your organisation is delivering the right combination of projects and programmes.
System Implementation
We have deep experience in system and technology implementation. We bring together a robust project and change management framework, alongside our technology and business knowledge, to enable successful technology implementation.
We work with organisations to plan, procure, deliver, and embed technology that is right for their business, independent of the vendor or platform, with client needs at the heart of every implementation.
Data Migration
We support organisations to manage their data migration effectively across system implementations, data management platforms, and cloud migrations. We understand that data is at the foundation of every organisation and is a fundamental component of any digital change.
We use best practice to understand what mix of management and governance activities are best for an organisation, to meet both current and future data needs.
Project Health Checks
Our Project Health Checks can significantly improve project outcomes for an organisation. We have three levels of Health Checks:
- Ad-Hoc or Rapid Review
- Ongoing Review and Assurance
- Full Project Audit
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
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
