Bluesurf Software

Will Writing Software our latest project demo

About

For the last 11 years Jonathan has worked as a legal consultant, helping over two thousand clients make their wills, Trusts and LPA(s). He has also given advise on Inheritance tax, Probate and LPA's.
Jonathan also has over 30 years' experience in programming, Business Analysis, and Project management, with many Blue chip companies including TATA, IBM, EDS, FORD.

Jonathan has used his unique experiences of the Legal and IT professions to develop byspoke legal software.

Legal Consultant & IT Consultant

11 years working as a legal consultant, responible for over two thousand wills, helping clients with life interest trusts, inheritance tax, probate and LPA's. 30 years experience in programming, Business Analysis, and Project management, with many Blue chip companies including TATA, IBM, EDS, and FORD.

  • Website: www.bluesurf.co.uk
  • City: Ashford : Surrey
  • WSL / Bluesurf Employed

Applications and Business areas covered in Career

Jonathan has covered many different business areas in his 30 years as an IT consultant, and more recently through his legal work has developed great customer facing skills writing will instructions,trusts, LPA's, inheritance, and probate advice, for over 2000 clients in his 11 years at WSL. Applications and Business areas covered:- System integration, Clydesdale Bank to RBS, Group Insurance, Individual Insurance, Pension, Payroll, Sales Ledger, Purchase ledger, Bank Reconciliation, Shipping, Logistics, Multinational Industrial Gases and Chemicals, Government, Loans, Private Banking, Banking and Legal Compliance, Portfolio Management, Mail order, Sales and Marketing, e-commerce, Chemical sales, Electrical Utility, Fine art shipping, European Billing System, Web design.

2000

Happy Clients Wills,Trusts,LPA's, Inheritance and Probate advice

46

Projects Software Development

1,463

Hours Of Support software

15

New Technology constant

Skills

Summery

Wills,Trusts,LPA,IHT,Probate 100%
Cobol 90%
HTML 90%
MYSQL data base design 90%
DB2 90%
IBM Cobol75%
WordPress95%
WPforms95%
PHP 80%
Data Modelling 90%
Entity relationship diagramming 90%
JCL 40%
Case tools C.A GEN95%
Data Model Management and Version Control95%
Project Management 95%
Prince 2 certified Foundation95%

Portfolio

Latest Projects from Bluesurf Software.

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Will writing Services and IT Services

Will writing service include drafting your will, fully regulated by memebership to the The society of will writers.

Wills / IHT / Trusts / Probate / LPAs

Will writing service include drafting your will, fully regulated by memebership to the The society of will writers.

Project management

Agile methodologies

Bespoke software

Design build test and support

Custom Will Writing Applications

Bluesurf uses the latest rapid application software develop tools to deliver bug free software quickly

Web Forms / CMS integration

Depending on your requirements we use latest technology

Testimonials

Many Feefo 5 star ratings on request

Resume

Profile. Legal The last 11 years Jonathan has worked as a legal consultant, responsible for over two thousand wills, helping clients with life interest trusts, inheritance tax, probate and LPA's. Jonathan's role involves meeting corporate and private clients face to face, giving guidance in their will instructions and if appropriate, selling will related services. Jonathan has received many 5 star feefo reviews from happy clients in his years working for the top will writing company in the UK and has been a member of the society of will writers for 11 years. Most recently with Covid19, Jonathan has adapted to using video conferencing and phone calls. IT Previously working as a legal consultant, Jonathan worked in IT, as a Programming, Business Analysis, and Project manager, with many Bluechip companies including, TATA, IBM, EDS, and FORD. From Jonathan's experience comes a confidence to work at all levels of an organization, in the delivery of solutions, to required standards and targets, using structured methodologies, and agile techniques. Jonathan has systems knowledge in many business areas, and has a,'can do', creative approach to work.

Sumary

Jonathan Monk

Profile. Legal The last 11 years Jonathan has worked as a legal consultant, responsible for over two thousand wills, helping clients with life interest trusts, inheritance tax, probate and LPA's. Jonathan's role involves meeting corporate and private clients face to face, giving guidance in their will instructions and if appropriate, selling will related services. Jonathan has received many 5 star feefo reviews from happy clients in his years working for the top will writing company in the UK and has been a member of the society of will writers for 11 years. Most recently with Covid19, Jonathan has adapted to using video conferencing and phone calls. IT Previously working as a legal consultant, Jonathan worked in IT, as a Programming, Business Analysis, and Project manager, with many Bluechip companies including, TATA, IBM, EDS, and FORD. From Jonathan's experience comes a confidence to work at all levels of an organization, in the delivery of solutions, to required standards and targets, using structured methodologies, and agile techniques. Jonathan has systems knowledge in many business areas, and has a,'can do', creative approach to work.

Education and Training History

The society of will writer's diploma

2014 - present

The society of will writer's

Will writing probate and estate management,Legal Advisor / Technical Consultant 2014

SAP Certification

2010 - 2014

www.wizcore.co.uk

  • SAP Certification
  • SAP data warehouse 2012
  • TBW10 BW - Enterprise Data Warehousing,
  • TBW30 BW Modelling & Implementation,
  • TBW50 BW Data Acquisition,
  • TBW55 SAP Business Objects Reporting Clients & Information Design Tool
  • SAP - BUSINESS OBJECTS(SAP BO)
  • Basics of SAP BOOLAP Universe Web intelligence,
  • Crystal Reports,
  • SAP Query as a Web Service with OLAP Universes & Infocube & BW Query
  • SAP Business Objects Live Office with SAP BWXcelsius with SAP NetWeaver (SAP BI & ECC6.0)
  • Partner Certified Actinic E-Commerce

    2001

    Actinic Certified, Actinic E-Commerce Partner.

    E Commerce Certified Professional

    2001

    Learning Tree

    E-Commerce Certified Professional, covering website, e-commerce design and build, XML Applications, XML for Business to Business E-Commerce COM/COM+, Microsoft commerce server 2000 and BizTalk, Java Programming.

    Computer Associates CA GEN COOL GEN

    1998

    Computer Associates

    Computer Associates CA GEN Case Tool, Agile Methodologies. Training covering, Business Area Analysis, (data analysis, current system analysis, data modelling, entity relationship diagramming, activity analysis, process design), Business System Design, (procedure logic design, screen layout design, dialog design), Data Model Management and Version Control, (database creation and maintenance, referential integrity, database performance tuning model migration, model adoption).

    Certification Ernst and Young

    1998

    Ernst and young Design (Data modelling and Process design)

    QUOTEX DB2 and Cool gen

    1997

    QUOTEX

    QUOTEX DB2 and Cool gen, designing for performance, (performance tuning DB2 database and Coolgen)

    ONC Computer Studies

    PASS

    BROOKLANDS COLLEGE

    O level Biology, Physics, Chemistry, Mathematics, English

    SALESIAN COLLEGE CHERTSEY

    Professional Experience

    Legal Consultant

    2014 - Present

    WSL, Brentford, Middlesex

    • The last 11 years Jonathan has worked as a legal consultant, responsible for over two thousand wills, helping clients with life interest trusts, inheritance tax,
    • probate and LPA's. Jonathan's role involves meeting corporate and private clients face to face, giving guidance in their will instructions and if appropriate, selling will related services.
    • Jonathan has received many 5 star feefo reviews from happy clients in his years working for the top will writing company in the UK and has been a member of the society of will writers for 11 years.
    • Most recently with Covid19, Jonathan has adapted to using video conferencing and phone calls. In the last two years Jonathan has brought his IT skills and Legal skills together to develop a scalable application for small to large size legal practices, to deliver professional assistance in producing Wills, LPA'S and probate documentation.

    Technical Consultant

    Dec 2001 - present

    Bluesurf ,Staines upon Thames, Surrey

    • Jonathan has concentrated on developing his role as a legal consultant; but has still maintained links with his IT company Bluesurf.
    • Bluesurf is a company which specialises in providing stable robust bespoke desktop and internet solutions. Jonathan's role was to build customer and business relationships, gather requirements, produce proposals, and to project manage the successful delivery of the client's software solution.
    • To achieve this requires a can do, creative approach and management of a virtual project team based in the UK, American and Indian.
    • One project was to provide a fine art shipping agent quote system for Sotheby's, accessed via the Internet. This was highly successful, allowing Sotheby's staff to give a customer an instant quote.

    Business Analyst : Project Manager

    Sep 2008 - Apr 2009

    Corus/TATA Milbank London, England

    • My role was to be a point of contact for the main business functions, at Corus/TATA head office. This required project managing and gathering required for the business functions, and also to manage SLA agreements with Capgemini.The business functions were Legal, Strategy and Development, Treasury, Secretariat, and Management services. I establish monthly service board meetings with key stakeholders at board level, to maintain a level of service, and keep stakeholders informed of ongoing projects.
    • Two high profile projects were successfully completed within 4 months. The first was the creation of a Business Continuity Plan for Corus/TATA Head office business functions, the stakeholders being at board member level. The plan was tested at Uxbridge NDR centre, and involved the invocation of an Incident Management team.
    • The second and upgrade of Global Entity Management System (GEMS) software, and servers, using Capgemini and Computershare. Jonathan received personal thanks from the Corus/TATA Board Secretary, for his management and delivery of the project.

    Senior Analyst Programmer

    Nov 2007 - Jul 2008

    Liss Systems London

    • Group and individual insurance, pension systems, 3 tier component design, front end java, business C++ , or CICS COBOL,
    • database access DB2,MS 2005 server. Clients, FORTIS bank, Generali, achievements, applied system amendments, over complete development life cycle, unit, system, customer approval, production handover.

    Senior Analyst /Programmer

    May 2007 - Sep 2007

    IBM Denmark: Maersk

    • The challenge; was to gain a quick understanding of the complicated Maersk shipping and logistics system; to then apply online and batch amendments, to the DB2, CICS Cobol IBM mainframe programs. Test cases were created and managed using Test Director and the testing was coordinated by Jonathan and was conducted by IBM India. Software used COBOL, DB2, CICS, JCL, TSO, ISPF, CA Advantage Gen / COOL GEN, Test Director and Focal Point. GUARDIAN

    Senior Analyst Programmer: Team Leadert

    Jun 2000 - Dec 2001

    EDS

    • Government project, Child Support Agency, COOL GEN, 3 tier component design, front end java, business C++, or CICS COBOL, database access DB2, MS 2005 server

    Senior Analyst Programmer

    May 1999 - Jun 2000

    Ford Credit Bank

    • Car Loan system, amendments , COOLGEN ,DB2, CICS, COBOL, UNIX,QMF, GUARDIAN Microsoft word TSO / MVS JCL/ISPF, File Aid, JCL, QMF, VSAM

    Senior Analyst Programmer

    Dec 1996 - May 1999

    Dresdner Kleinwort Benson (DKB)

    • Bank of England Reporting, regulatory reporting Rframe,Compliance,COOLGEN , DB2, CICS, COBOL, UNIX,QMF, GUARDIAN Microsoft word TSO / MVS JCL/ISPF, File Aid, JCL, QMF, VSAM , Prince2 Foundation , APMG International

    Contact

    Location:

    Ashford Surrey

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