Operations ⛰️

Process Design
Agile
Communication
Data Analysis
P.M.
You don't rise to the level of your goals. You fall to the level of your systems.
James Clear

I've led operational improvement projects across Fintech, Edtech and Games.

For example at Waverton , I project-managed and designed a new Cash Management System. It has safely processed >£500M in withdrawals and cut workflow times by 60%.

My broad skillset (see below) makes me particularly suited to cross-disciplinary projects.

Skills Showcase

📊

Data Driven Decisions

📊

Data Driven Decisions

Data is a tool for enhancing intuition.
Hilary Mason

Data-driven decision-making is as much about deep domain knowledge as it is about analytical skills. The key first step is knowing what data to collect, what user behaviours need to be quantified and why?

Principles
Experience
Links
🚀

Agile Project Management

🚀

Agile Project Management

There is nothing so useless as doing efficiently that which should not be done at all.
Peter Drucker

My approach to Agile Project Management is pragmatic, results-driven, and deeply informed by my experience across Fintech, Edtech, and Mobile Games.

Principles
Experience
Links
👂

Communication

👂

Communication

The single biggest problem in communication is the illusion that it has taken place.
George Bernard Shaw

I value clear communication immensely - so much else rests on it. I aim for clarity, brevity and candour in writing and in person.

The Art of Saying Just Enough - Blog Post on Communication

Principles
Experience
Links
🦋

Change Management

🦋

Change Management

It’s only after we accept reality that we can attempt to change it.
Shane Parrish

I have 5 years experience in Change Management, leading digital, training, regulatory and cultural transformation projects.

I have experience coding, designing, project managing, testing and providing user support for digital transformation projects. This broad experience allows me to understand, empathise and act effectively within complex cross-functional teams

Principles
Experience
Links
🎯

Bullseye Marketing

🎯

Bullseye Marketing

Never let ads write checks your website can't cash.
Avinash Kaushik

At Arti driving traffic to our beta app was challenging, Duolingo has driven up the customer acquisition cost in the language learning space since it's IPO.

The Bullseye Marketing framework helped us narrow down to a couple of cost effective channels, in our case micro-influencer referral programmes and guest blog posts.

Bullseye Framework

Principles
Experience
🔧

Service Design

🔧

Service Design

Service design is all about making the service you deliver useful, usable, efficient, effective and desirable.
UK Design Council

At Waverton I project managed and designed a new Cash Management System- it has safely processed > £500M in withdrawals and cut workflow times by 60%.

Principles
Experience
Links
🛡️

Regulatory Change

🛡️

Regulatory Change

A market looks free only because we so unconditionally accept its underlying restrictions that we fail to see them.
Ha-Joon Chang

I've led many projects driven by complex regulatory change, including:

  • The testing program for an equities trading system, driven by MIFID II, with £ millions in daily trade volume.
  • Led Anti Money Laundering and Risk integration with Dow Jones’ risk monitoring database.
  • Led ESG data-feed project to integrate trading locks in-line with client’s ethical convictions.

Principles
Experience
Links
🎨

UI/UX Design

🎨

UI/UX Design

A user interface is like a joke. If you have to explain it, it's not that good.
Martin LeBlanc

I'm fascinated by the interface between development and design. User Experience is central to all good software.

Principles
Experience
Links
🧭

Leadership

🧭

Leadership

Don't find fault, find a remedy.
Henry Ford

Talking about one's own leadership qualities seems slightly conceited! Good leadership is the confluence of numerous faculties, some of which I have, all of which I'm trying to cultivate:

  • Self-Awareness: continuously reflects, learns, and improves - low ego.
  • Integrity: honesty, transparency and ethical judgement.
  • Clarity: communicates a compelling direction.
  • Trust: empowers everyone in the team and sets high standards.
  • Adaptability: navigates uncertainty and shields the broader team.

I've strived for these virtues in all my work so far - and will continue to do so going forward.

Principles
Experience
Links
🤿

Deep Work

🤿

Deep Work

Less mental clutter means more mental resources available for deep thinking.
Cal Newport

Cal Newport's work is a big influence on my approach to work, he has convincedly argued that Knowledge Work is beset with distractions and perverse incentives that degrade productivity and wellbeing.

Deeply understanding of the costs of context switching, distraction and modern work habits has borne fruit in all aspects of my technical and creative work.

Principles
Experience

Workflow Automation

Workflow Automation

Automation is good, so long as you know exactly where to put the machine.
Eliyahu Goldratt

Automation so often backfires because along with the inefficiencies, you also throw out responsibility and oversight. Automation is powerful, but not a panacea.

I worked as a consultant for the Change Management team at Waverton across dozens of workflow improvement projects, the best outcomes always balanced efficiency, risk and pragmatism.

For example while maintaining proper controls, the Cash Withdrawal system project managed cut workflow times by 60% and has safely processed over £500M.

Principles
Experience
Links
🖊️

Clear Writing

🖊️

Clear Writing

One day I will find the right words, and they will be simple.
Jack Kerouac

I believe concise, clear writing is universally useful - it is a byword for clear thinking.

It applies to coding, marketing copy, negotiation, documentation, collaboration and much else besides.

Principles
Experience
Links
🪴

Customer Development

🪴

Customer Development

In a startup no facts exist inside the building, only opinions.
Steve Blank

Steve Blank has been a huge influence on my thinking about start-ups. His books, like the The Startup Owner's Manual, solidified the principles of the scientific method in early business development.

His maxim that "No facts exist inside the building" - taught a generation of founders to trust their customers, rather than their hunches. The Lean Startup, Business Model Generation, Disciplined Entrepreneurship all took on that torch, but Steve did it first and in my opinion did it best!

Principles
Experience
Links
🔬

Quality Assurance

🔬

Quality Assurance

A computer lets you make more mistakes faster than any other invention with the possible exceptions of handguns and Tequila.
Mitch Ratcliffe

I Led the testing program for an equities trading system with £ millions in daily trade volume, in a complex regulatory environment.

Principles
Experience
Links
🎬

Video Editing

🎬

Video Editing

A lot can change in the editing room.
Diane Lane

Video-editing for Adventures in Awareness, a Youtube channel with 13k subscribers and 890k views

Principles
Experience
Links
♟️

Strategic Consultancy

♟️

Strategic Consultancy

If knowledge is power, knowing what we don't know is wisdom.
Adam Grant

My approach to strategic consultancy is rooted in clarity, first-principles thinking, and adaptability. I believe that the best strategies come from deep observation, domain expertise, and a focus on fundamentals

Principles
Experience
Links
🤝

Negotiation & Mediation

🤝

Negotiation & Mediation

Use soft words and hard arguments.
English Proverb

I defined the negotiation strategy for 2018 Acquisition of Fintech startup Parrish Blake by Waverton Investment Management.

Principles
Experience
Links

Skills

Process Design

Agile

Communication

Data Analysis

P.M.

Need a smooth operator?

If you want to chat about an Ops project — email me on wjbourchier@gmail.com

Will Bourchier | LinkedIn