Work Experience

IT- Focused Business Analyst and Project Manager

Project Manager / Business Analyst

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
Worked with global enterprises and consulting firms with users across US, EMEA & APAC

Project Manager / Business Analyst

Laputa Technologies, 03/2021 – 12/2022

– Led a team consisting of Business Analysts, Developers and UI/UX Designers
Oversaw more than 20 projects at total over CAD 2 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
Approached potential customers understanding their requirements and created tailored proposal for the deal
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

Business Application & Solution Manager

PURE International, 07/2020 – 03/2021

Being the product owner of the CRM (Customer Relationship Management) and POS (Point of Sales), I managed to understand business operation and suggested the appropriate solution as digital transformation of the domains.
Successfully communicate with the C-suite and started the CAD 200K budget digital revamp project.

Digital Manager

Hong Kong Maxim’s Group, 01/2019 – 07/2020

Mentored a team of project coordinators to successfully deliver projects on time with user satisfaction
Being the project manager to oversee more than 10 digital projects across 5 different business units at total budget over CAD 1.5 million, including CRM, eCommerce, POS, Kiosk
Recommended different digital transformation solution 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
Developed detailed plan to monitor and track the progress of the project
Provided support on business as usual for existing maintenance and daily enquiries
In charge of the largest local CRM program implementation named “yuu” with 4 million end users for the Maxim’s division
Managed users from multiple operating companies, and delivered the single CRM program with integrations between D365, eCommerce websites, POS, payment gateways and datawarehouse
Digitalized in-store ordering workflow to reduce the operation cost by 40% and enhance data accuracy
Managed Google Search Console, Google Analytics, Google Ads
Created automated marketing reports by Google Looker Studio

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
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
As the product owner, drove product roadmap, performed SWOT analysis in strategic planning
As the project manager, successfully managed the team with hardware and software professionals under Scrum methodology, delivered 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.