Steve R. Thakur

Steve R. Thakur

MLC

MLC is the wealth management division of the National Australia Bank (NAB) and provides investment, superannuation, insurance and private wealth solutions to corporate and institutional customers.

Here is a list of projects that srt marketing has delivered for MLC.

 

FUSION Program (Communications)

Business need: To Project Manage the preparation and production of the Client & Adviser Communications from the FUSION Program.

About FUSION: A $40m Program of work that delivered these critical projects:

  • Migration of MLC MasterKey Custom platform to Navigator
  • Launch of the MLC MasterKey Wrap products
  • Production and distribution of Significant Event Notices to all clients of MasterKey and Navigator
  • Preparation and distribution of Adviser communications and education material
  • Upgrade and launch of n-link, an Adviser transaction portal

Duration: October 2010 to March 2011

Stakeholders:

  • Project Management Office
  • Technology
  • Communications
  • Product
  • Online Services
  • Adviser Services
  • Legal, Risk & Compliance

Outcome: All Client & Adviser Communications were prepared and released according to the Program schedule and to budget.

Aviva to MLC Rebrand Project

Business need: To rebrand all Aviva collateral, brochures, PDSs and letters to the MLC branding.

Duration: July 2010 to October 2010

Stakeholders:

  • Head of Brand
  • Design
  • Legal, Risk & Compliance
  • Communications
  • Online Services
  • External Vendors

Outcome: Using strict project management methodologies, over 100 pieces of Aviva printed material was rebranded to MLC.

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Vision Super

Vision Super is a $7b superannuation fund for people working in local government, community services and the water industry. It is based in Melbourne, Victoria.

Here is a list of projects that srt marketing has delivered for Vision Super.

 

Planning for Retirement Articles

Business need: To prepare retirement planning content to distribute to members.

Duration: June 2013 to August 2013

Stakeholders:

  • Executive Manager, Fund Development
  • Communications Manager, and
  • Head of Advice

Outcome: Researched and delivered 48 articles written on financial and non-financial topics for Vision Super to distribute to members during the various stages of their membership. The articles would be used individually and also in a book that is presented to members at seminars or meetings with the Advice Team.

MySuper Strategy

Business need: To position Vision Super's MySuper product effectively against competition.

Duration: February 2013 to June 2013

Stakeholders:

  • Executive Manager, Fund Development
  • Fund Actuary
  • Chief Investments Officer
  • Communications Manager
  • Head of Advice, and
  • Head of Member Services

Outcomes:

  • Researched, prepared and delivered a Strategy paper that positioned Vision Super's MySuper product against the competition
  • Strategy paper assisted with the production of member communications and campaigns material
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UniSuper

UniSuper is a $42b superannuation fund dedicated to people working in Australia's higher education and research sector. It is based in Melbourne, Australia.

Here's a list of projects that srt marketing has delivered for UniSuper.

 

New web calculators

Business need: To upgrade existing web calculators and launch new calculators that provide limited advice.

Duration: March 2013 to August 2014

Stakeholders:

  • LRC
  • Product
  • Online Marketing
  • Call Centre
  • Communications
  • Learning & Development
  • External Vendor to develop the Calculators

Outcome: To project manage the build of five brand new web calculators for UniSuper, including:

  • the writing of the business plan
  • creation of individual calculator specs for the public website and the secure site
  • managing a full scale tender
  • appointing a vendor (Towers Watson)
  • then project managing the build of the five calculators.

The two flagship calculators were delivered in July 2014, the remaining three will be delivered in September 2014.

Customer Interaction Strategy strawman

Business need: To prepare a Customer Interaction Strategy strawman to be used for business workshops.

Duration: June 2014

Stakeholders:

  • Executive Manager, Marketing & Product

Outcome: Strawman prepared for ELT consideration and action by PMO, as part of the Digital Transformation Strategy.

Preparation of UniSuper Business Plan (2014 - 2017)

Business need: To assist Executive Manager, Marketing & Product to prepare Business Plan for Board approval.

Duration: April 2014

Stakeholders:

  • Executive Manager, Marketing & Product

Outcome: The three year business plan was collaboratively prepared for presentation to the Board for their approval.

SMSF competitor assessment

Business need: To assess the threat of SMSFs on UniSuper.

Duration: September 2013

Stakeholders:

  • Executive Manager, Marketing & Product

Outcome: A thorough assessment of the SMSF threat conducted and report with recommendations provided to Executives.

SuperMatch consent capturing

Business need: To implement a process by which UniSuper would capture and store member consent to run SuperMatch searches on the ATO ECI.

Duration: December 2012 to July 2014

Stakeholders:

  • Campaigns
  • Communications
  • Technology
  • Operations
  • Call Centre
  • LRC

Outcome: Consent capturing ans ATO searching processes created and implemented across the business.

Complaints workflow process

Business need: To develop special complaints workflow in preparation for a special member mailout.

Duration: November 2012 - March 2013

Stakeholders:

  • PMO
  • CEO
  • Operations
  • Call Centre
  • LRC
  • Technology

Outcome: Complaints workflow process developed in Objective - UniSuper’s document management system.

Project NTC

Business need: To develop a web calculator that allowed Defined Benefit members to calculate their Notional Taxable Contributions (NTC) in respect to the Concessional Contribution Caps.

Duration: September 2012 to April 2013

Stakeholders:

  • Product
  • Communications
  • LRC

Outcome: NTC Calculator developed and published on website for DBD members to use.

Pensions PDS roll

Business need: To roll the Pension PDS to a tight timeline and to budget.

Duration: August 2012 to January 2013

Stakeholders:

  • Product
  • Communications
  • LRC
  • Operations
  • Advice

Outcome: Applied strict Project Management methodology to roll the PDS.

Project 24

Business need: To assess impact of change in a business rule.

Duration: August 2012

Stakeholders:

  • Product
  • Communications
  • Call Centre
  • Marketing

Outcome: New DBD members were allowed to change to Accumulation within 12-months of joining. UniSuper wanted to extend this to 24-months. Change impace report delivered to the Executives.

UniSuper Complaints Policy creation

Business need: To create a UniSuper Complaints Policy.

Duration: July 2012 to December 2012

Stakeholders:

  • Communications
  • Complaints Team
  • LRC

Outcome: Complaints Policy written (and approved by Executives) after evaluating what policies other Super Funds had and UniSuper's current complaints processes.

Sensitive Members Project Case Manager

Business need: To ensure accurate communications sent to affected members and appropriately prepare for member response.

Duration: June 2012 to October 2012

Stakeholders:

  • Operations
  • Technology
  • PMO
  • Call Centre
  • Complaints Team
  • Communications
  • Business Analysts
  • LRC
  • CEO

Outcome: Case Managed accurate communications to all the identified members.

Defined Benefit Division/Accumulation 2 PDS roll

Business need: To roll the PDS, within a tight deadline and to budget

Duration: March 2012 to November 2012

Stakeholders:

  • Communications
  • Product
  • LRC
  • Operations
  • External Insurer

Outcome: Applied strict Project Management methodology to roll the PDS.

Ancillary Benefits Opportunity Analysis

Business need: To analyse the competition for Ancillary Benefits they provide to members.

Duration: March 2012

Stakeholders:

  • Employer Services
  • Product
  • Marketing & Brand

Outcome: Market review report of the Ancillary Benefits provided by competitor Funds, Universities in their Employee Benefit Programs and recommendation of opportunities available to UniSuper.

Accumulation 1 Product Disclosure Statement (PDS) conversion to short-form

Business need: To convert Accumulation 1 PDS from long-form to short-form, within a tight deadline and to budget

Duration: December 2011 to May 2012

Stakeholders:

  • Communications
  • Product
  • LRC
  • Operations
  • External Insurer

Outcome: Applied strict Project Management methodology to roll the PDS to short-form and also update of the Investing for the Future booklet.

Business Plans prep for LMES projects

Business need: To get Executive approval to proceed on LMES projects

Duration: August 2011 to March 2012

Stakeholders:

  • Project Management Office (PMO)
  • Legal, Risk & Compliance (LRC)
  • Marketing & Brand
  • Communications
  • Product
  • Technology
  • Advice
  • Operations

Outcome: Worked with PMO appointed Program Manager to prepare Business Cases for each four projects for ELT review and approval, preparation Project Initiation Documents and overseeing delivery of the Projects.

Lifetime Member Engagement Strategy (LMES)

Business need: To engage members, build loyalty and advocacy so they remain with UniSuper for life.

Duration: May 2011 to August 2011

Stakeholders:

  • Marketing & Brand
  • Communications
  • Advice

Outcome: The creation of a Lifetime Member Engagement Strategy including segmentation of UniSuper membership. Emerging from this strategy were four projects that were handed to Project Management Office to scope and manage.

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