Role: Jon Lind, Delivery & Programme Lead — accountable for end-to-end delivery, team leadership, stakeholder alignment and the governance needed to get a regulated financial services organisation onto the cloud for the first time.
Scope cut
2,600 → ~90 metrics
Effort out
4–6 wks → ~5 days
The problem. The FCA’s Consumer Duty regulations required the client to attest, quarterly, that retail customers were being treated fairly. The organisation had no cloud data capability, no code-controlled pipelines, and a 2,600-data-point wishlist across 75 metrics and 56 products — with two hard deadlines months away.
What Jon led. As Delivery & Programme Lead, Jon ran the engagement end-to-end: shaped and staffed a blended team (tech lead, data product owner, data engineers, UR, UX, BA, platform engineer), drove ruthless prioritisation of metrics with the client, led stakeholder management across the Executive, SMEs and risk functions, and sequenced the work to deliver both board attestation and FCA evidence on time.
What we built. The client’s first cloud-hosted ELT pipeline on AWS, using GitLab, DBT and PowerBI — fully tested, automated into production, extensible for future Consumer Duty changes, and paired with user-researched PowerBI visualisations the board could actually read.
Outcomes. Board attestation and FCA evidence delivered on both regulatory dates. Reporting effort cut from 3–4 analysts over 4–6 weeks to 2 analysts over ~5 days — with ~50% more metrics and new test confidence. First end-to-end data governance in the organisation, first onboarding of the Precisely data management platform, and in-house analysts upskilled into GitLab, CI/CD, DBT, pair-working and mobbing.
Delivery Leadership
Programme Shaping
Data Pipelines
Data Consistency
Data Governance
Cloud · AWS
CI/CD & DBT
PowerBI