Portfolio

A career in business systems.

Business analysis, Dynamics 365, Power Platform, ERP-adjacent operations, and applied AI.

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Abstract luminous career path moving through connected business-system milestones
People, process, systems

Career timeline

From systems to studio work.

A concise path from graduation to CRM, ERP, and applied AI.

  1. Now

    Canada · consulting and independent work

    CRM, ERP, and applied AI

    I connect business direction with practical systems across CRM modernization, ERP-adjacent operations, Power Platform, data, and AI workflows.

    CRM modernizationBusiness systemsApplied AI
  2. 2018–Present

    Dynamics 365 · Power Platform · ERP · data

    Enterprise business applications and transformation

    Enterprise customer operations, cloud migration, process redesign, automation, reporting, and adoption.

    Dynamics 365Power PlatformTransformation
  3. 2010s

    China · cross-functional delivery

    Business analysis across people, process, and technology

    Translating between business teams, delivery teams, and leadership; making ambiguity visible and decisions practical.

    Business analysisProcess designDelivery
  4. 2005–2009

    China · systems and operations foundation

    Graduation and the start of the journey

    After graduating in 2005, I built the operations and systems foundation that shaped the work that followed.

    FoundationOperationsLearning
01

Current focus

Dynamics 365 + applied AI

CRM modernization, Copilot, service workflows, automation, reporting, and adoption.

02

Education

Southwest Jiaotong University

An engineering foundation that shaped how I think about systems, process, and scale.

03

Professional setting

Canadian business systems

Recent work across CRM, customer operations, and modernization.

04

Certifications

Microsoft business applications

Dynamics 365, Power Platform, Dataverse, Power Automate, and Copilot.

How I work

How I work.

I start with the workflow: who owns the data, where handoffs happen, and what decisions matter.

Then I turn that understanding into practical delivery: process maps, user stories, acceptance criteria, automation rules, testing, and rollout notes.

Strengths

Where I add value.

01

Discovery

Business process discovery

Finding the real process behind the request.

02

Design

CRM functional design

Turning customer work into usable CRM behavior.

03

Automation

Power Platform automation

Replacing repetitive work with controlled workflows.

04

Adoption

User adoption

Helping teams understand and use the change.