Work Experience
Experienced Product and Project Manager, proven track records in delivering total solutions integrating multiple platforms
Project Manager
Marketing Automation Canada, 04/2023 – 01/2024
- Managed Salesforce, Marketo, Pardot implementation projects for key clients under waterfall methodology
- Engaged with key accounts from project initiation (sales process) to project closing
- Worked with implementation team on estimation and solutions; created proposal and invoices to achieve deal closing
- Chaired project meetings, prepared regular project update reports and reacted to project risks
- Conducted requirement workshops and formulated detail requirements within project budget
- Perform cross-selling and up-selling to existing clients
- Managed both internal development team in Canada and offshore team located in US, Europe & India
- Suggested project operation flow and established guidelines, standards and templates to the team
- Led the email marketing platform migration for a machinery group with 15+ operating companies
Project Manager
Laputa Technologies, 03/2021 – 12/2022
- Direct supervised a team consisting of Business Analysts, Developers and UI/UX Designers
- Oversaw more than 20 projects at total over CAD 1 million revenue
- Provided CRM solutions with system integrations between Salesforce, web app and payment gateways
- In-charge of the cycle from pre-sales, planning, development, testing, rollout and maintenance
- Engaged with key clients and built long lasting relationships
- Collaborate with cross-functional teams in delivering solutions with multiple platforms integrations
- Conducted workshops in understanding current operating procedures and identified impacting stakeholders, systems and tools
- Crafted solutions with system integrations between Salesforce, web app, ERP and payment gateways
- Drafted as-is and to-be flow diagrams on business process under the suggested solutions
- Created technical documents such as sequence diagrams and architecture diagrams
- Chaired project meetings, provided regular project updates and reacted to project risks
- Salesforce configuration on objects, fields, permission set, profile, flow, etc.
- Boomi configuration on system integration (Rest API, EDI, Database) and data transformation
- Created test case documents for user review, performed initial SIT verifying APIs by using Postman
- Sequence diagram creation illustrating the interaction process between systems
- Set up JIRA and Smartsheet to allow project planning and task tracking under both agile and waterfall
- Prepared project documentation such as RACI, communication plan, Gantt chart, functional specifications
- Led the donation and management platform implementation for a global refugee agency
Business Application & Solution Manager
PURE International, 07/2020 – 03/2021
- Served as the product owner of the Microsoft Dynamics CRM and POS platform, in charge of digital transformation for the chained fitness centers, retail shops and restaurants
- Issued RFP, requirement specifications, and managed vendors on the deliverables
- Provided all-rounded project management under SDLC
- On-site POS setup and configuration at stores
- Communicated with the C-suite and started the CAD 200K budget digital revamp project
Digital Manager
Hong Kong Maxim’s Group, 01/2019 – 07/2020
- Direct reported to Senior Manager and IT Director; and supervised a team of 3 project coordinators
- Led eCommerce website revamp, achieved 40% cost reduction and enhanced data accuracy
- Owned the CRM reward program with 5MM end users, managed multi-platform IT solutions delivery including eCommerce website, mobile app, CRM, POS and ERP
- Recommended different digital transformation solutions including market analysis automation, digitalization of in-store and eCommerce ordering, CRM integration on multi-channel ordering
- Completed 4 extra large digital projects, each project involved integration between 5 or more systems
- Created eCommerce sales dashboard for sales trend analysis
- Involved in on-site ordering kiosk setup and deployment
- Provided support on business as usual for existing maintenance and daily enquiries
- Crafted business case documents by studying as-is operation and technical stacks
- Drafted wireframes and flow diagrams to illustrate the solution design
- Set up A/B testing facilitating data driven decision on UI and UX
- Engaged in scrum of scrums, leading the agile teams and resolving project issues for the team
Project Manager / IT Manager
Ignitor Media Solutions / CHAIN Technology / XDynamics, 06/2015 – 01/2019*
- Supervised 3 teams (Creative, Development and Project), setting up internal workflows under JIRA for Scrum project management to manage timeline and deliverables
- Planned product roadmap and performed feature re-prioritization regularly reacting to market and development status
- Conducted workshops to gather user feedbacks for insights on updates and enhancements
- Setup project management standard and the scrum team under startup environment
- As the scrum master, ensured flawless execution of projects under Agile scrum
- Monitored resources with burn down chart and projected the timeline, advised management on the suggested arrangement
- Employed and setup JIRA for Sprint management, hosted scrum meetings (Sprint planning, review, retrospective and daily standups) with the team as scrum master
- Worked with CTO and Product Director to create epic and user stories
- Successfully led the team in delivering the drone product showcase at CES 2018 Las Vegas.
*working at 3 startup companies under the same founder
Project Manager / Business Analyst
Mirum (part of J. Walter Thompson and WPP), 09/2012 – 06/2015
- Managed across more than 15 projects for different sectors within nearly 3 years at total budget around CAD 1.5 million
- Participated in idea pitching, invoicing, and client success management
- Performed business analysis for clients, delivered websites with responsive and web accessibility support.
- Configured Google Analytics and Tag Manager for web performance tracking
Certification
Project Management Professional® (PMP®)
PMI: Project Management Institute
Certified ScrumMaster® (CSM®)
Scrum Alliance
Professional Scrum Master™ I (PSM I)
Scrum.org
Microsoft Certified Azure Fundamentals
Microsoft
Education
Bachelor Degree
Hong Kong Baptist University
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Projects previously managed
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Industry awards