bluedoor technologies key staff achievements & project …€¦ · bluedoor technologies key...

Bluedoor Technologies ACN 110 855 377 Private and Confidential not for distribution 59 Fletcher Street Essendon VIC 3040

Bluedoor Technologies Key Staff Achievements & Project Summary

The following document contains a brief summary of major career achievements and overview of projects undertaken by the Shareholders and key employees of Bluedoor Technologies whilst employed in previous roles. Its’ purpose is to provide a representation of our combined IT and Financial Services experience. This document is meant for the recipient and should be managed in a Private and Confidential manner.


Mark Cassar Master of Business Administration, Bachelor of Applied Science, Diploma of Financial Planning Executive Director, Product Development and Shareholder Bluedoor Technologies Financial Services Experience Positions held 1986 through to 2006

Bluedoor Technologies Executive Director, Product Development

SyncSoft Director & Package Product Manager

ANZ Banking Group Senior Manager, Development Services

Senior Manager, Software Engineering

Senior Project Manager, Investment Systems

Co-Cam Computer Group Client Services Manager

CALIBRE Development Manager

Career Achievements Financial System Development - have led the development of 5 superannuation and investment systems, including Calibre, Capital-Package, and ING-GateKeeper. Information System Departmental Management – led the implementation of organization wide change processes, reducing IT expenditure by 30%, whilst improving customer service, quality and throughput. Implementation of investment registry systems - led the development and/or client relationship during the implementation of investment systems in 25 sites and many more products. Establishment of Bluedoor Technologies – initiated the establishment of this exciting new business and led the development of the flagship product”Wealth.net”.

Project Summary & Experience 2005 – Current • Leading the development of Wealth.net 2000 – 2005 • Provided corporate governance and oversight as a director of Synchronised Software • Led the IT Development of the transition to multiple investment options for NSW

government funds (SAS, DB) • Led and managed the development of the Capital Package development team from

inception to completion of the project • Lead roles in the implementation of the following products/funds:

o Nationwide Superannuation Fund (Industry Superannuation) o Print Industry Superannuation (Industry Superannuation, Master Trust type

superannuation, Allocated Pensions)


Mark Cassar continued

o Primary Industry Superannuation (Industry Superannuation, Master Trust type) o Horticultural Superannuation Fund (Industry Superannuation, Master Trust type) o NSF Superannuation Fund Conversion (100,000 members) o AMP (New Zealand) – Master Trust o Unisuper Allocated Pension o GESB Allocated Pension o Generali China-Life, Employer Sponsored Investment (superannuation equivalent)

1999 – 2000 • Implemented organisational change program within International Banking unit IT team,

designed to increase productivity, reduce cost and improve quality, throughput and client satisfaction ($10M annual budget).

1996 – 1999 • Led and managed the development of the Gatekeeper system for ANZ funds

management and converted 120,000 unit trust accounts • Lead the implantation of the ANZ Direct and Gateway (Frank-Russel-ANZ JV) products. 1990 – 1995 • Managed the Calibre Development team during it’s formative stages then led the Client

Services Teams during the growth phase of the product including the following product implementations: o Colonial Mutual (Superannuation and unit trust master trusts, allocated pension) o Joseph Banks Trusts (NZ) (Unit Trust) o Citicorp (Personal Superannuation, Rollovers and Allocation Pensions) o Siam Commercial Bank (Thailand) (Unit Trust) o Jardine Fleming (Unit Trust, Personal Superannuation) o State Superannuation Financial Services (Unit Trust, Personal Superannuation,

Rollovers and Allocated Pensions) o ANZ Funds Management (Deferred Annuity, Allocated Pension) o RACV (Personal Superannuation, Life Insurance, Allocated pension) o GT Funds Management (Unit Trust) o Ernst & Young (Personal Superannuation Master Trust, Allocated Pension) o State insurance office (VIC) (Personal Superannuation, Life Insurance) o Suncorp (Personal Superannuation, Rollover fund, and Allocated Pension) o Newcastle Permanent Building Society (Rollover Fund) o State Bank of South Australia (Personal Superannuation, Employer Sponsored

Superannuation, and Allocated Pension) 1986-1990 • Working for Co-Cam Computer group as an analyst, analyst/programmer involved in the

modification and maintenance of a variety of investment and superannuation systems for the Hospital Superannuation Board and Colonial Mutual.


Karen De Angelis Diploma Superannuation Management Executive Director, Sales and Consulting and Shareholder Bluedoor Technologies Financial Services Experience Positions held 1990 through 2006

Bluedoor Technologies Executive Director, Sales & Consulting

SyncSoft Manager Business Solutions

NSP Buck/Mellon Bank General Manager National Administration Services Executive Director Operations & IT

Mercer HR Consulting Marketing Manager Financial Planning

Sedgwick Noble Lowndes Manager, E-commerce and Employee Benefits

Jacques Martin Hewitt Project Manager, State Manager Operations, Head of Sales and Marketing

Colonial Mutual Supervisor Superannuation Administration

Career Achievements Financial Services expertise and business line management - have managed and led operations, IT, project office, call centre and sales/business development business units in Financial Services & IT sector. Project Governance expertise – developed company wide project methodology, personally led multiple projects up to $12m and executive manager for project office and IT services. Change management and integration of administration businesses - held integral IT role in integration of six organizations merged into one i.e. project sponsor and senior day-to-day management of process re-engineering and system rationalisation project for company. eCommerce specialist - product owner, system development, marketing and implementation of Internet enabled straight through processing capability for two employers and their clients’. Marketing, business development, consulting and sales strengths – achieved sales targets, significantly increased product/service brand awareness in business development/marketing roles, experience throughout Australia and Asia Pacific, managed numerous large institution and corporate relationships/accounts. Establishment of Bluedoor Technologies – new business established and system developed to address wide spread industry concerns with regard to inefficient administration and IT platforms.


Karen De Angelis continued Operations & IT Project Summary & Experience 2003 – 2006 • Project and Account management PSI Capital Implementation (Third Party Administrator

based in Newcastle) • Project and Account management NSF Superannuation Fund Conversion (100,000

members) • Operations and BPR Reviews for CBA Master Trust (100,000 mbs) and Government

Employees Superannuation Board WA (300,000 mbs) • Project Management - Requirements Phase AXA Hong Kong Unit Trust Products • Market Re-branding including project management web design and development

SyncSoft and Bluedoor Technologies 1999 – 2002 • Managed $12m IT budget made up of 6 key projects

o Conversions of 80 funds from in house system to Superb (many listed ASX companies)

o Establishment of new master trust product on IT platform o Development of eAdmin / STP platform (software now sold by Financial IQ) o Online internet transactions for Members and Employers o Development of Automated Letter and Reporting System o Integration between Administration System and Accounting System

• Business Process Re-engineering including development of new administration roles and responsibilities and change management strategy

• Management of 120 Mellon bank policy and procedure risk management requirements • Vendor selection, project management and implementation of National Call Centre • Development and rollout of company wide project management methodology • Project Manager for conversion of Health Super Fund 160,000 members from in-house

system to package system • Development of Disaster Recovery Plan and Business Continuity Plan • IT contract/vendor management for IT services $11m annually • Migration, integration and conversion of 2 master trust products into 1 1998 – 1999 • Design and project management of business development process for Mercer Financial

Planning • Design online capability for Financial Planners • Design and project management of ecommerce employee benefit internet offering

including development of new system Previous Years • Establishment of AFL Players fund including design, configuration of fund rules and

establishment of administration team • Range of administration related projects


Martin Spedding Bachelor of Economics Executive Director and Shareholder Bluedoor Technologies Financial Services Experience Positions held 1987 to 2006

Bluedoor Technologies Executive Director

Minnow Capital Principal

NSP Buck CEO

NSP Lewis Managing Director

NSP Consulting Managing Director

Nationwide Superannuation Planners Managing Director Principal Consultant

National Mutual Corporate Superannuation Consultant

Career Achievements 1987 to 1992 - Superannuation and Investment Consultant – to a large portfolio of leading national and international corporations, industry funds and master trusts including the provision of advice on all facets of managing their employees or members superannuation funds. This included investment, portfolio and funds management advice, compliance and communications consulting and trustee training. 1992 to 1994 - Management of consulting practice – responsibilities including senior account management, marketing, the development of new services and performance management of consultants that resulted in a ten fold increase in revenues over two years. 1994 to 1996 - Managing Director of a superannuation consulting and administration business – reporting to the Group Managing Director of a large financial services company with responsibility for all aspects of business including a major project to replace the businesses administration systems and management of a significant financial turnaround and growth of revenue. 1996 to 1999 - Establishment of NSP Consulting a financial services and superannuation consulting business - After leading a management buyout of the consulting business from its parent company, as Managing Director, Martin led the development of a range of financial service consulting services ranging from product development, distribution and market entry advice to a range of communications, legal, and actuarial consulting and trustee services. Martin negotiated and managed the acquisition and integration of two firms during this time, including Jacques Martin Administration. Over two years Martin grew revenues 10 fold (with only one unprofitable month) and staffing from 5 to 120 with offices in every state.


Martin Spedding continued 1999 to 2002 – Merger with Buck Consultants - NSP Consulting entered into a joint venture with Mellon Bank, to help raise capital and implement a strategy to address problems within Buck Consulting caused by inefficient administration systems and business model in Australia. This proved to be the most difficult and demanding challenge of Martin’s career, who as CEO of this joint venture had the immediate responsibility for managing the migration of 500,000 members from 500 funds with over $14 billion in assets from 5 failing systems onto one stable industry standard platform. After 2 years of delays and disruptions to capital payments and having only received half the capital originally requested from shareholders by management, Martin facilitated the purchase of NSP’s shareholding in the joint venture by Mellon Bank in 2001. The highlights during this time included successfully overcoming significant business risks within the Buck business and the migration of over 500 funds to new systems, the development of an industry first web based member and employer administration portal and an integrated STP platform, retention of key government and corporate clients, the development and growth of a $1 billion master trust and the establishment of an IT joint venture with over $16 million in revenues. 2002 to 2006 - Establishment of Minnow Capital and Bluedoor Technologies – Martin established Minnow Capital as a vehicle for providing consulting services and private equity investments in the SME market, with particular focus on the IT and Financial Services sectors. Minnow Capital is a founding shareholder in Bluedoor Technologies.


Tony Kamboukos Bachelor of Applied Science Executive Director, Technical Architect and Shareholder Bluedoor Technologies Financial Services Experience Positions held 1989 through to 2006

Bluedoor Technologies Executive Director, Technical Architect

SyncSoft Technical Development Manager

Capsco Australia Analyst & Programmer Career Achievements Creation of a 4GL and CASE Tool – Designed and developed for SyncSoft an advanced Fourth Generation Language and Computer-Aided Software Engineering Tool called Capital. This granted SyncSoft the ability to compose more than 20 financial administration products for organisations like Westpac, BT, CBA, Metway, AMP (New Zealand), Unisuper, Pillar, ComSuper, GESB, PSI and Generali China Life. Technological management of a software house – Led the technology arm of SyncSoft for 15 years from its conception of their flagship client/server based Capital system, through its transformation to a transactional multi-tiered componentised model and finally assembled as an XML driven services architecture incorporating industry open standards. Establishment of Bluedoor Technologies – Participated in the foundation of this inspiring new financial services business and through a contemporary technological knowledge base assisting in the development of its flagship product called Wealth.net. Project Summary & Experience 2005 – Current • Development of Wealth.net as Bluedoor Technologies’ technical architect including

design and development of underlying infrastructure components e.g. multi layer integration, menu management, security, multi batch processing, web enablement.

• Most recently design and development of our integrated Intelligent Character Recognition.

1990 – 2005 • Developed Capital’s Translated Language (CTL) that incorporates a proprietary BASIC

formatted syntax geared towards building financial services products. CTL driven systems generate to ANSI-C for the sole purpose of building native Wintel or UNIX based runtime executables.

• Exposed CTL to COM+ driven applications for the purpose of building third-party address validating, straight-through processing and web based front-ends.


Tony Kamboukos continued • Enhanced CTL through the introduction of a business style object-oriented interface

called Capital Business Objects (CBOs). • Streamlined Capital’s change management and product version deployments via the

introduction of Selective Version Uploads (SVU). SVU managed Capital release paths from a single code base on to numerous financial products and database brands.

• Organisations supporting multiple Capital products across separate environments required the development of Multi-Environment Capital (MEC). The enhancement made to Capital to support MEC required real-time amalgamation of client and transactional data from disparate product environments and database brands into a single user interface portal.

• Created a data-driven superannuation rules engine for Capital that generated into a cached pseudo code base for increased performance during the processing of complex business formulae. Capital’s rules engine incorporates an abstract override-able layer at numerous operational levels and was further enhanced to support category based rules.

• Developed a visual debugger for CTL programmers that was modelled against today’s IDE standards with conditional breakpoints and step through source code. This benefited SyncSoft by further cutting their application development costs.

1989 – 1990 • Supported Capsco Australia by enhancing and deploying their flagship superannuation

system called SAS. Previous Years • Worked at ANZ as a programmer/analyst within their retail division. • Worked at Telecom as a programmer/analyst within their IT cost centre.


Cameron Munro B.DigSys Application Development Manager Bluedoor Technologies Financial Services Experience Positions held 1999 through to 2006

Bluedoor Technologies Application Development Manager

SyncSoft Development Manager, Retail Product Career Achievements Financial System Development – Developer on Capital Template, Senior Developer and Development Manager on Capital Package. Implementation of investment registry systems - Led the development and client relationship during the implementation of investment systems in 5 sites and many more products. Bluedoor Technologies – joined Bluedoor Technologies as developer on their flagship product "Wealth.net".

Project Summary & Experience 2005 – Current • Assist with design and carry out development of Wealth.net 2000 – 2005 • Capital Package Senior Developer and Manager • Company representative relocated at client site for 6 months • Core Technical architecture

o Rules infrastructure o Performance enhancements o Workflow

• Product Implementations o Nationwide Superannuation Fund (Industry Superannuation) o Print Industry Superannuation (Industry Superannuation, Master Trust type

superannuation, Allocated Pensions) o Primary Industry Superannuation (Industry Superannuation, Master Trust type) o Horticultural Superannuation Fund (Industry Superannuation, Master Trust type) o NSF Superannuation Fund Conversion (100,000 members) o AMP (New Zealand) – Master Trust o Unisuper Allocated Pension o GESB Allocated Pension

1999 – 2000 • Capital Template Developer

o Pillar Administration (formerly NSW Superannuation Administration Corporation) Allocated Pension implementation

o Pillar SASS (Defined Benefit) Conversion o AMP (New Zealand) – onsite support in Wellington


Karen Cassar Bachelor Applied Science, Dip of Fin. Planning, Certificate of Superannuation Administration Systems Consultant Bluedoor Technologies Financial Services Experience Positions held 1990 through to 2006

Bluedoor Technologies Systems Consultant

Australian Financial Systems Director and Systems Consultant

Consulting Pty Ltd (clients Include) ANZ Funds Management

Commonwealth Bank Australia

Synchronised Software

Co-Cam Computer Group Business Systems Analyst

Career Achievements Financial System Development - played an integral role in the development of 5 Retail investment systems, including Calibre, Superb, Capital-Package, and ING-GateKeeper. Implementation of investment registry systems - involved in the development and/or client relationship during the implementation of investment systems in 20 sites and many more products. Establishment of Australian Financial Systems Consulting Services – providing advice and consulting services to institutions in the area of Superannuation and Investment software and product design.

Project Summary & Experience 1995 – 2006 • Established Australian Financial Systems Consulting Services P/L. Providing technical

consulting services on a range of products. • ANZ Funds Management - manager Calibre support team provided day to day client

liaison and established sophisticated regression test infrastructure for the Calibre System.

• ANZ Funds Management – Key player in the design and development of their Gatekeeper system (120,000 unit trust accounts), then performed conversion from the Calibre system to Gatekeeper for Allocated Pension and other Rollover products.

• Commonwealth Bank – Provision of Calibre consulting services and day to day client liaison. Responsible for implementation of product changes and client communications.


Karen Cassar continued • Synchronised Software - provision of consulting services to SyncSoft and many of their

clients. Key resource in the development of the allocated pension and term allocated pension products within Capital-Package and the implementation teams responsible for: o Primary Industry Superannuation (Industry Superannuation, Master Trust type) o Horticultural Superannuation Fund (Industry Superannuation, Master Trust type) o Australian Hardware and Timber Industries Superannuation (AHTIS) o AMP (New Zealand) – Master Trust o Unisuper Allocated pension and Term allocated Pension

1992 – 1995 • Lead analyst in the Calibre team. Involved with client requirements and conversions in

following projects: o Colonial Mutual (Superannuation and unit trust master trusts, allocated pension) o Joseph Banks Trusts (NZ) (Unit Trust) o Citicorp (Personal Superannuation, Rollovers and Allocation Pensions) o Jardine Fleming (Unit Trust, Personal Superannuation) o Newcastle Permanent Building Society (Rollover Fund)

1990-1992 • Working for Co-Cam Computer group as an analyst, analyst/programmer involved in the

modification and maintenance of a variety of investment and superannuation systems for the State Super Board of Victoria. Involved in the redevelopment of Superb to Superb 2000.

bluedoor technologies key staff achievements & project …€¦ · bluedoor technologies key...

Documents