Naomi Todd: Planning ahead to tackle the unknown

Planning is crucial

clock • 4 min read

Developer Naomi Todd shares her behind the code knowledge about working on an upgrade project on the Para-Sols Rise system

As our CEO Cathi Harrison recently discussed, robust and repeatable processes are needed to support a growing business to make it scalable. Sometimes, things change and processes need to be revisited and updated as the teams' way of working changes. Throw in a pandemic on top of all that change, with increased reliance on doing things digitally, and our trusty computer systems could probably do with a well-needed update. I was part of the team tasked with making some updates to our Para-Sols Rise system to improve the user experience for our clients and build functionality internally to...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Feel Good Friday: Nine Edge Wealth sponsors young Scottish boxer

Feel Good Friday: Nine Edge Wealth sponsors young Scottish boxer

Sponsors Lara Brown

Professional Adviser
clock 17 July 2026 • 1 min read
Women's Wealth Alliance launches careers guide to attract more women to personal finance profession

Women's Wealth Alliance launches careers guide to attract more women to personal finance profession

Aimed at women at different stages of life and careers

Professional Adviser
clock 16 July 2026 • 3 min read
Women in Financial Advice Awards 2026: Shortlists revealed!

Women in Financial Advice Awards 2026: Shortlists revealed!

All the winners will be announced at a celebratory gala dinner on 4 November

Professional Adviser
clock 15 July 2026 • 10 min read