Proposition Lead | New Product Developer
2018 - 2019Bank of New Zealand- Researched the problem space with customer interviews and competitor analysis.
- Defined the opportunities and set the product vision.
- Guided the user experience research and design team.
- Set up the (mobile) delivery squad and managed the product roadmap.
- Managed all of the stakeholders including marketing, risk, sales/service, and senior management.
- Established product KPIs and monitoring.
(Interim) COO | CPO
2012 - 2018Lacuna Solutions- Established the product function and hired a high-performing team of designers, product managers, and BAs.
- Managed all operations and established a continuous improvement program for the data quality hub.
- Represented the product suite to clients at sales presentations.
- Pitched to VCs during funding rounds.
- Drove the company roadmap and prioritized initiatives.
- Created the first wireframes, while in the bootstrapping phase, to represent the product vision to partners, clients, and early team members.
Senior Product Manager
2015 - 2017Kiwibank Limited- Led customer and competitor research to identify unsolved problems and "reimagine" the home financing (mortgage) experience.
- Ran an E2E review of internal operations and a cost and throughput analysis to identify weaknesses and opportunities that saved the bank over $1 million.
- Built an investment case for a fresh approach to home lending that would create long-term loyalty, reduced operational costs, and increased the market share.
- Managed the home loans portfolio—responsible for pricing, retention, growth, and marketing.
- Established and led the first cross-functional "squad" as a test for "new ways of working."
Senior Change Lead
2014 - 2015Kiwibank Limited- Created, from scratch, the first change management framework and toolset for a $100 million IT program.
- Onboarded and coached change managers to use the tools effectively.
- Coached senior management to understand the change framework and ensure effective delivery into their divisions.
Senior Change Lead
2012 - 2014RBS- Initiated and delivered new target operating models for global functions.
- Brokedown global siloes to bring together a centralized operational risk function under one global head.
- Authored business cases and gained approval from multiple employment councils across Europe and Asia.
Market Manager — Retail Deposits
2010 - 2012Kiwibank Limited- Delivered $1 billion year-on-year growth through a mixture of product, pricing, promotion, process and placement initiatives, both tactical and strategic.
- Researched customer retention and "moments of truth" to inform new frontline operating and customer contact models, ultimately improving retention at a lower cost to service.
- Developed an NZ-first savings innovation—from conception to implementation—exceeding growth expectations and growing market share.
- Owned the liabilities/deposits portfolio management, post-GFC, and through a period of significant market uncertainty.
- Built the annual business planning and interim forecasting model.
- Set marketing objectives and approved marketing plans and spend.
Business Improvement Lead
2008 - 2010Kiwibank Limited- Launched and led multiple projects, applying six sigma methodology to achieve over $500,000 PA benefits.
Projects
2004 - 2008Toyota New Zealand- Built a model to explain new and used car sales and also impacted the warehouse space requirements for the coming ten years and more.
- Researched innovative technologies and, based on my viability assessment, put together a case for not progressing.
- Built a business case for $7.5-million investment in new warehouse space while working with sales, finance, architects, dealerships, product, and inventory.
- Delivered new reporting capability and streamlined the production of reports to improve efficiency by two FTE.
Lisa Beattie
Product Manager in Cambridge, United Kingdom
Member since September 27, 2019
Lisa has 14 years of experience in product management, leading transformative new product developments and applying the lean methodology in a practical way across risk & regulations, retail & commercial banking, and fintech. From innovative product and service design to operations, business models, and organizational change, Lisa is a versatile and strategic leader.
Lisa is now available for hire
Project Highlights
- Developed an NZ-first saving product—from conception to implementation—exceeding growth and market share expectations.
Expertise
- Design for Six Sigma
- Fintech
- Lean Startups
- Market Research
- Operating Models
- Product Strategy
- Value Proposition
Education
- Massey University
Select Certifications
- ICAgile
- American Society for Quality
Employment
Project History
- Kiwibank Notice SaverDeveloped an NZ-first saving product—from conception to implementation—exceeding growth and market share expectations.
Leading a team of 50, I delivered a new product to market within three months that exceeded growth expectations during a time of heated competition for consumer deposits in retail banking.
My role was to develop a market strategy, including pricing, fees, positioning, and marketing spend. I also worked on customer research, product design, and definition while working with the project managers for a fully integrated implementation. - Warehousing RequirmentsWith approval from Toyota Motor (Japan), developed a comprehensive business case for a $7.5 million warehouse extension.
Incorporating product, sales, warehousing, inventory, and finance inputs into a forecasting model, I was able to determine the required floor space to support 10+ years of growth for the company.
Working with architects and finance, I created product investment models and combined with the robust space model, justified a $7.5 million capital investment in Toyota New Zealand.
Owing to the relentless focus on details, the approval of this business case was achieved in less than three months, a record in the Australasian region.
Education
- Bachelor's Degree in International Business and Macroeconomics2001 - 2003Massey University - Palmerston North, New Zealand
Certifications
- ICAgile FundamentalsJUNE 2018 - PRESENTICAgile
- Six Sigma — Black BeltMAY 2011 - APRIL 2014American Society for Quality
- Mastering the RequirementsMAY 2006 - PRESENTSofted
