Work Examples

Insurance CRM Transformation & Sales Enablement

The Client: A group of UK insurance brokers and employee benefits providers operating in highly regulated, high-volume sales environments. Clients included Consilium Employee Benefits, Chase Templeton, Towergate Insurance, Square Mile Broking, and Clear Insurance, operating across multiple ownership changes and business structures.

The Challenge: The organisations relied on a fragmented mix of legacy CRM platforms, spreadsheets, and manual processes. This resulted in duplicated data, limited reporting, poor sales visibility, and operational risk during mergers and acquisitions. The requirement was to design and implement a scalable CRM system capable of supporting telemarketing, renewals, and compliant client communication while preserving data integrity through business transitions.

The Solution & Result: I led the specification, migration, and deployment of a CallPro-based CRM solution, tailored specifically for insurance sales and telemarketing workflows. This included structured data hierarchies, automated email and call campaigns driven by renewal and prospect status, and real-time reporting for management. The solution delivered seamless data continuity across multiple acquisitions, improved lead conversion and retention, and provided leadership teams with clear, actionable insight into pipeline value and sales performance.

Global Video Ingest, Proxy & Archive System

The Client: A global video marketing agency within the manufacturing sector, producing and managing large volumes of high-resolution video content across multiple editors and geographic locations.

The Challenge: Video files were fragmented across individual editing workstations, posted physical media, and dozens of consumer-grade external hard drives. There was no central archive, no reliable backup strategy, and no effective way to search or retrieve historical content. Data loss was common, ingest was slow, and accessing specific footage could take weeks—or be impossible entirely.

Research & Cost Analysis: An extensive review was conducted across commercial SaaS media management platforms, bespoke vendor solutions, and enterprise storage providers. Many off-the-shelf systems carried annual costs in the tens of thousands of pounds while still lacking core requirements such as flexible ingest, proxy workflows, or true ownership of the data. Bespoke vendor proposals were significantly higher again, often requiring long-term contracts and ongoing licence fees.

The Solution: Rather than adopting an expensive and inflexible platform, I designed and deployed a self-hosted system built around two high-capacity QNAP storage units, each providing approximately 100 TB of storage. One system was deployed on-site, with a second installed at a remote location for full failover. Using QNAP HBS3, the primary system synchronises continuously with Dropbox, enabling global ingest while maintaining high-speed local access via a 10 Gb internal network and a 1 Gb leased line.

The Workflow: Media can be ingested from anywhere worldwide or directly within the office. An automated batch process monitors new files hourly and generates proxy media at approximately 5 % of the original file size. Remote editors can begin work immediately on low-bandwidth connections while full-resolution assets continue downloading in the background. Nightly replication to the secondary QNAP provides full-system redundancy. Long-term archive is handled via Amazon S3 Glacier, selected following cost modelling that showed retrieval costs of only fractions of a penny per file.

The Result & Cost Impact: The complete system was delivered for approximately £7,000 in capital expenditure, with no ongoing SaaS licensing costs. Ongoing operational costs are limited to around £100 per month for cold archive storage in S3 Glacier and £216 per year for Dropbox. Compared to the nearest commercially viable off-the-shelf solution, this represented an estimated 70–80 % reduction in annual cost. When compared to the higher-end bespoke and enterprise solutions evaluated, the system was over 90 % cheaper while delivering greater flexibility, faster ingest, and full ownership of the data.

Beyond cost savings, the impact on operations was transformative. Editing throughput increased immediately, data loss was eliminated, and any project can now be accessed by any editor worldwide at any time. The system removed reliance on physical media, local storage, and manual file transfers, fundamentally changing how the business operates.

Eurofood Brands — Corporate Promo / Sales Outreach Video

The Client: Eurofood Brands (EFB) is a UK-based importer and distributor established in 1991, specialising in bringing global food and beverage brands to the UK & Ireland. Their portfolio includes brands such as Barilla, illy, Hershey's, and Peppadew, with a focus on brand building, marketing, sales, and supply chain delivery across supermarkets, food service, and private label.

The Task: Create a promotional video showcasing EFB's reach, capabilities, customers, markets, and vendor relationships. The objective was to support new partnership outreach beyond the UK & Ireland, targeting customers across Europe and internationally.

The Execution & Result: From initial planning through delivery, I coordinated with the Brand Director to develop the script and storyboard, combining repurposed supplier footage with newly created assets. This included leveraging existing content relating to illy and Hershey's, including a shoot day directing Hershey's-branded black cabs across major London landmarks. The final video exceeded expectations as both a sales outreach tool and corporate explainer, and was used in sales presentations and prospect follow-ups.