Balentine

Role: Project Manager
Team: Brand Strategist, UX Researcher, Design Team, Developers, Copywriter
Duration: 6 months

1.Project Context & Challenge

Balentine is a leading wealth management firm known for its client-centric approach and digital innovation. The company sought to redesign its corporate website to better reflect its brand values, improve user experience, and support client acquisition efforts.

The redesign project demanded close coordination among cross-functional teams—including design, development, content strategy, and marketing—to ensure the website’s relaunch met business goals on time and on budget.

Key Challenges

  • Complex stakeholder alignment: Balentine’s leadership and marketing teams had varying priorities and evolving feedback cycles.

  • Tight timeline: The relaunch needed to align with an upcoming marketing campaign and investor events.

  • Cross-team coordination: Multiple vendors and internal teams had to work in sync, including UX/UI designers, developers, content writers, and legal compliance reviewers.

  • Technical complexity: Integration of third-party financial tools and security compliance needed thorough planning and testing.

2.My Approach & Leadership

As Project Manager, I led the initiative from discovery through launch, ensuring smooth collaboration and delivery. Key activities included:

  • Stakeholder Management: Facilitated weekly alignment meetings with Balentine’s leadership, marketing, and compliance teams to capture evolving needs and promptly address feedback.

  • Scope and Timeline Definition: Worked with design and development leads to create a detailed project timeline and deliverable roadmap. Introduced buffer periods to accommodate compliance reviews without impacting launch date.

  • Resource Coordination: Managed multiple vendor relationships and internal contributors, clarifying roles and responsibilities through RACI matrices and communication plans.

  • Risk Management: Identified potential risks early (e.g., delays in content approvals, integration challenges) and implemented mitigation strategies such as parallel workflows and contingency planning.

  • Quality Assurance: Oversaw testing phases, coordinated UAT sessions with stakeholders, and prioritized bug fixes to meet high standards.

  • Communication: Maintained transparent status updates via Slack, email summaries, and project dashboards to keep all teams informed and engaged.

3.Outcomes & Impact

  • On-time Launch: Successfully delivered the redesigned Balentine.com site ahead of the targeted marketing campaign.

  • Stakeholder Satisfaction: Received positive feedback for clear communication and responsive issue resolution throughout the project.

  • Improved Collaboration: Established efficient workflows between internal teams and external vendors, which set a foundation for ongoing maintenance and future enhancements.

  • Technical Success: Achieved seamless integration of key third-party tools and passed all compliance checks with zero major issues.

4.Key Contributions

  • Cross-functional team leadership

  • Effective stakeholder communication and expectation management

  • Proactive risk identification and mitigation

  • Detailed project scheduling and milestone tracking

  • Agile adaptation to evolving project needs

  • Quality control and user acceptance testing coordination

Tools & Methodologies Used

  • Project Management Software: ClickUp

  • Communication: Slack, Zoom, Email

  • Documentation: Clickup, Google Docs

  • Methodology: Agile with iterative feedback loops

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