Trudy Bullimore, MAAT DipMa

Key achievements:

Dental Migration:
Managing the transfer of 800 dental clients from one platform to another
Amazon Goodwill:
Responsible for sending Amazon vouchers to all customers (over 145,000 totalling £2.6 million)
- Co-ordinating Account Managers to send communications to brokers and employers
- Working with Marketing in the timing and accuracy of Pardot emails sent to members, brokers and employers
- Creating and presenting a monthly dashboard with the projects progress

- Sending vouchers via Amazon business portal
HealthPlan 360
Acting as Product Owner for the Policy Admin System
Working with system provider on finalising requirements
Prioritising defects and day 2 requirements

Experience:

System Management & Enhancements

• Acted as an operations SME working with SaaS platform providers, leadership and business users. Ensuring the systems supported business objectives whilst also focused on customers needs.
• Oversaw support ticket tracking and defect escalation.
• Led UAT and training for system updates and enhancements.

Stakeholder & Project Leadership

• Collaborated with internal teams and external vendors to align systems with strategic goals.
• Led cross-functional projects to improve operational performance and system efficiency.
• Acted as escalation point for system-related issues, ensuring swift resolution.
• Customer Engagement & Training
• Led training programmes to enhance system and product knowledge across operational teams.
• Acted as SME for Acturis and Majesco, resolving system queries and supporting process improvements.
• Delivered training aligned with evolving business needs and compliance standards.

Performance & Data Analytics

• Owned KPI reporting and dashboard development, enabling strategic decision-making.
• Delivered insights to leadership, improving customer experience and operational efficiency.

Process & Compliance Management

• Maintained and enhanced process documentation, ensuring regulatory alignment.
• Supported risk event management and departmental risk register maintenance.