MUHAMMAD SOHAIL

• Led business analysis for multiple digital transformation projects, including API integration for client performance reporting, following the merger with Investec Wealth & Investment (IW&I).
• Collaborated with technology teams to design and document data interfaces, REST API endpoints, and data mapping specifications for migrating client and portfolio data between legacy systems.
• Created detailed user stories, sequence diagrams, and TO-BE process flows to guide developers and testers.
• Worked closely with the architecture and data teams to validate API payload structures (JSON/XML), and ensure alignment with business logic and compliance standards.
• Produced BRDs, FRDs, and message flow diagrams, ensuring clarity between business and IT stakeholders.
• Supported Agile delivery by maintaining product backlogs, user stories, and sprint documentation in JIRA and Confluence.
• Facilitated sprint planning, backlog refinement, and UAT, ensuring functionality met acceptance criteria, and regulatory expectations.
• Integrated SAP SuccessFactors HR, SharePoint, and internal data repositories to automate reporting and streamline workflows.
• Supported the delivery of an AI-powered HR chatbot, defining functional and non-functional requirements for internal self-service automation.
• Redesigned business processes ahead of automation, eliminating inefficiencies, and enabling successful robotic process automation.
• Acted as a liaison between business and development teams, ensuring that solutions aligned with business goals and governance standards.
• Planned and led UAT cycles with real-world scenarios to validate functionality and minimize go-live risks.
• Supported change adoption by updating procedures, conducting briefings, and facilitating knowledge transfer across teams.

Key Achievements

• Launched AI-driven HR self-service, reducing resolution time and easing HR workload.
• Delivered five process automations, saving 35 FTEs annually.
• Introduced redesigned client reports post-merger, improving accuracy, usability, and lifting client satisfaction by 25%.

• Partnered with design, production and supply chain teams to capture detailed requirements for new packaging initiatives, using workshops and mock-ups to reach alignment.
• Facilitated collaboration sessions to ensure creative ideas could be brought to life within production constraints, budgets and regulatory standards.
• Conducted cost-benefit and sustainability analyses to give senior leaders evidence-based insight for investment decisions.
• Introduced new ways of working to reduce waste and improve turnaround times, documenting processes to ensure consistency.
• Managed risks linked to packaging transformation, identifying compliance issues early and creating mitigation plans.
• Supported procurement and logistics in integrating new designs without disrupting ongoing operations.
• Implemented a cost-optimisation strategy that cut packaging spend by 20 percent without compromising quality.
• Introduced sustainable materials and techniques, lowering waste while maintaining product performance.
• Strengthened cross-functional collaboration, enabling faster and more compliant innovation cycles.

• Partnered with SMEs and project managers to capture business needs for a learning transformation programme and translate them into clear user stories and business cases.
• Conducted gap analysis and mapped AS-IS and TO-BE processes to highlight inefficiencies and design future workflows.
• Created wireframes and simple prototypes to communicate system functionality between business and development teams.
• Developed UAT strategies, scripts and defect logs, coordinating testing to ensure a smooth migration.
• Facilitated stakeholder workshops to align HR, IT and training teams around requirements and delivery expectations.
• Supported Agile sprints, refining backlog items and validating user stories against acceptance criteria.

• Led business analysis for account onboarding transformation projects, identifying compliance, UX, and integration challenges across SME and Open Banking initiatives.
• Worked on Open Banking API integration for account servicing, collaborating with technology and compliance teams to define requirements for secure data access and payment service APIs in accordance with PSD2, FCA, and Prudential Regulation Authority (PRA) regulations.
• Supported delivery of APIs enabling third-party providers (TPPs) to securely retrieve account information and initiate payments, enhancing Santander’s Open Banking capabilities.
• Produced and maintained Process Design Documents (PDDs) and Solution Design Documents (SSDs) capturing process logic, data mappings, message flows, and interface specifications.
• Defined and validated RESTful API specifications, including request/response payloads, security tokens, and error handling to ensure technical and regulatory compliance.
• Used Swagger and Postman for API documentation and functional validation to confirm accuracy of endpoints and payload behaviour.
• Facilitated workshops with operations, IT, and compliance to align regulatory and technical requirements.
• Improved business onboarding and servicing efficiency by integrating automated KYC/KYB checks and real-time data validations.
• Built Open Banking API servicing integrations aligned with PSD2 and FCA/PRA regulatory standards.
• Enabled secure third-party access to client accounts and payment data through compliant APIs.
• Increased servicing efficiency and transparency by automating key data retrieval and validation processes.
• Improved account completion rates by 30% through enhanced onboarding and straight-through processing.