Implemented KYC processes and procedures for Investors Club (USA)
- Evaluated Idenfy and Plaid as solutions for KYC processes
- Implemented Plaid for the KYC process
- Trained personnel on KYC procedures and implemented KYC tracking in Monday.com
- Documented procedures for KYC and created SOPs
Continuous process improvement and business intelligence dashboards for Investors Club (USA)
- Evaluated and classified all business processes within Investors Club
- Classified all processes based on criticality and maturity
- Utilized Kaizen and lean methods to improve processes
- Change management to transition to new processes
- Produced flowcharts and documented Standard Operating Procedures for all processes
Process improvement and optimization for 3WAG AG (Switzerland)
- Evaluated and classified all business processes within 3WAG
- Prioritized critical processes to be improved so as to increase effeciency
- Utilized Kaizen and lean methods to improve processes
- Produced flowcharts and documented Standard Operating Procedures for all processes
Asset management of online business assets for 3WAG AG (Switzerland)
- Management of various content website assets in multiple portfolios
- Developed content strategies for the assets to increase search traffic via keyword research, competitor research, and SEO
- Developed content briefs for writers
- Managed content and graphic teams to create high-quality content
- Business intelligence dashboards in Looker Studio to generate periodic reports to assess the performance of the assets and portfolios
Project Management Office Setup for 3WAG (Switzerland)
- Processes and procedures for managing projects within 3WAG
- Implemented processes and procedures on Monday.com, Notion, and Google Drive
- Created project mangagement templates for use within projects
- Created documentation for project management processes and procedures
- Trained respective personnel on opening, managing, and closing projects
Learning Management System for BDO East Africa
- Implemented an LMS for BDO East Africa
- Customised the LMS to incorporate BDO EA requirements
- Setup various reports to monitor use of the system
- Created a customised BDO branded certificate issued upon course completion
- Training provided to administrators, instructors, and learners
Practice Management System for BDO East Africa
- Project Management for the implementation of a Practice Management System
- Translating BDO requirements into technical specifications for the developers
- User acceptance testing to verify features are built to specification
- Created a user manual for the system
Custom CRM for Paramount Business Jets (USA)
- Designed and developed a custom CRM for Paramount Business Jets
- The system allows the company to operate remotely
- End-to-end sales lifecycle integration
- Comprehensive reporting for salespeople, accountants, and managers
- Integrated DocuSign API to generate and send flight contracts to clients
- Email marketing system to send bulk emails to leads
Educational Courses
- Created an online course – Introduction to Spoken Swahili (spokenswahili.com)
- Created an online course – How to Use Microsoft Word to Create Resumes – for hloom.com (Switzerland)
