With over 6 years of experience in the financial services industry, Robert has
successfully worked across various systems, taking on roles such as Business
Analyst, Systems Consultant, and Implementation Consultant. This diverse
experience has enabled him to lead client engagements and manage projects from
requirement gathering to solution design and implementation.
Throughout his career, Robert has honed his technical expertise in tools such as
Microsoft SQL, Visio, VB.NET, HTML, and CSS, while developing strong skills in
system analysis and configuration. In addition to his hands-on experience, he has
pursued certifications to deepen his knowledge and proficiency in these areas.
Robert's unique ability to bridge the gap between business and technical teams
has become one of his key strengths. His specialization in the insurance industry,
combined with a passion for entrepreneurship, has driven him to explore various
ventures, reflecting his innovative mindset and drive for success.
Currently a key member of the core team for Sanlam Retail Mass projects, Robert is
focused on migrating the client to a new code base while integrating their latest
product offerings. His key responsibilities include:
October 2021 - May 2023
Alula Technologies - Business Analyst/Implementation Consultant, Pretoria
Provides digital solutions to the financial services industry.
Leading client workshops to fully understand business requirements and
translating them into detailed solution design documents for development.
Gaining in-depth knowledge of the client's product offerings within the long-
term insurance sector.
Collaborating closely with stakeholders to define project objectives and
establish clear success criteria.
Conducting comprehensive gap analyses to identify opportunities for
improvement in existing processes and systems.
Process mapping using tools such as Visio.
Enhancing business strategy by prioritizing customer-centric solutions and
implementing changes based on stakeholder feedback.
Performing rigorous unit testing to ensure the reliability and functionality of
delivered solutions.
Reviewing architectural solution designs from developers to ensure alignment
with client requirements and project goals.
Provides digital solution to life insurance companies.
Robert was a key member of the product team responsible for managing a
diverse portfolio of clients. His role involved reviewing product Business
Requirement Documents (BRDs) and configuring systems to meet client needs
using MS SQL, VB.Net, Exergy (Alula's insurance system), and the client's
specific product offerings.
Operating within an agile environment, Robert successfully delivered projects
for high-profile clients including Hollard, Metropolitan, and King Price, as well
as Metropolitan Ghana and Metropolitan Namibia. A standout contribution
was his leadership in the Unit Investment Product project, where he was one
of two leads. In this role, Robert ensured the accuracy of investment product
calculations throughout the product lifecycle—from new business to claims.
This required making adjustments to existing product configurations and
applying new configurations using MS SQL and VB.Net. The result was accurate
benefit calculations and policy event compliance with business rules. This
year-long project involved continuous client engagement and milestone
tracking.
His responsibilities also extended to collaborating with client system support
teams and actuaries, as well as creating detailed Business Requirement
Documents. Robert played an active role in thorough testing, including both
unit and hands-on testing, which greatly enriched his understanding of policy
lifecycles, policy movements, and the complexities of various insurance
products. He also managed day-to-day client logs, ensuring timely support
and issue resolution.
Provides comprehensive software solutions in the employee benefits industry.
Everest is an accounting administration system used in the Employee benefits
industry. As a Systems Consultant, Robert has taken on a broad range of
responsibilities, from consulting with clients to ensuring accurate benefit
calculations in line with business rules. His work has spanned products such as
pension and provident funds, as well as various risk products, within a small to
medium-sized company that required him to wear multiple hats.
Operating within an agile environment, Robert successfully delivered projects
for high-profile clients including Hollard, Metropolitan, and King Price, as well
as Metropolitan Ghana and Metropolitan Namibia. A standout contribution
was his leadership in the Unit Investment Product project, where he was one
of two leads. In this role, Robert ensured the accuracy of investment product
calculations throughout the product lifecycle—from new business to claims.
This required making adjustments to existing product configurations and
applying new configurations using MS SQL and VB.Net. The result was accurate
benefit calculations and policy event compliance with business rules. This
year-long project involved continuous client engagement and milestone
tracking.
His responsibilities also extended to collaborating with client system support
teams and actuaries, as well as creating detailed Business Requirement
Documents. Robert played an active role in thorough testing, including both
unit and hands-on testing, which greatly enriched his understanding of policy
lifecycles, policy movements, and the complexities of various insurance
products. He also managed day-to-day client logs, ensuring timely support
and issue resolution.
Worked on different functionalities of the system such as claims workflows,
payments jobs, SARS integration functionality.
Robert has contributed to various system functionalities, including claims
workflows, payment processing, and SARS integration. He has been
responsible for creating and maintaining new system functionalities based on
client requirements, translating those requirements into actionable solutions
and ensuring seamless integration.
His role also involved leading on-site consultations and managing multiple
project initiatives. Robert leveraged his technical expertise to generate
detailed client reports using SQL, HTML, CSS, and Excel. Additionally, he
developed complex SQL stored procedures to handle intricate, calculation-
heavy data processes, ensuring accuracy and efficiency.
To guarantee system reliability and performance, Robert conducted rigorous
unit testing, ensuring the successful delivery of robust solutions to clients.