Audrey is a Process Excellence & Transformation professional with 10+ years of experience working in Financial Services across the fintech and wealth management industries.
Recently, Audrey was a Senior Process Designer on Block’s Strategy & Transformation team where she was integral in establishing the Process Excellence function at Block.
In addition to her expertise in Process Excellence, Audrey enjoys taking a hands-on approach and working alongside business teams to solve complex problems.
Establishment of Process Framework | Global Fintech Company
As a member of the emerging process design team for a global fintech company, Audrey
created and established a process and continuous improvement framework setting the foundation for the company’s process repository and process management methodologies. She also created and delivered training to other teams within the company with the intent to create a Community of Practice for continuous improvement. Furthermore, she selected and successfully implemented a process modelling and mining tool, which involved creating requirements, organizing vendor demos, creating business case, initiating RFP and determining implementation support needs.
Operational Readiness for Major Product Rebranding | Global Payments Company
As the Operations lead for the rebranding of a major global payments product, Audrey was responsible for updating internal and customer facing platforms, processes and communications across multiple business units. She ensured timelines were met and key stakeholders were informed and engaged throughout the project. In addition, she designed practical and behavioral training for 400+ call center and back office staff across three locations. As the rebrand required a website migration for online servicing, Audrey identified and took ownership resolving multiple customer pain points during the website migration resulting in improved customer experience.
Improve Customers’ Insurance Experience | Major Australian Super Fund
Audrey was the lead process engineer for an insurance in superannuation initiative driven by incoming regulatory standards. The insurance claims customer experience was improved by reducing handovers among the Operations teams, increasing communications to members regarding claims progress and enhancing website content to provide more information on the claims filing process and requirements. She also created training documents and change communications to ensure a successful roll out.
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