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Kai Xiao · CRM, ERP & applied AI

Business systems, made clearer.

I connect business teams, enterprise systems, and applied AI to make everyday work easier to run.

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Dynamics 365Copilot & AIPower PlatformBusiness AnalysisCRM & ERP Transformation

Selected project stories

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Business process illustration for Modernizing a provincial CRM for cloud operations
Public sectorDynamics 365 cloud migration

Modernizing a provincial CRM for cloud operations

A long-running public-sector CRM moved toward a more resilient cloud operating model while protecting service continuity.

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Business process illustration for Connecting operations for a growing food business
Food distributionCRM + ERP transformation

Connecting operations for a growing food business

A Canadian food manufacturer needed one clearer view across inventory, import, repack, sales, and customer relationships.

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AI embedded

Put intelligence where the work already lives.

Useful AI is rarely a separate destination. It becomes valuable when it sits close to the records, handoffs, and decisions a team already understands.

Business recordA shared source of truth for the work.
AI layerAssistance placed inside the real workflow.
Human decisionOwnership and judgment stay visible.
Enterprise workflow connecting context, AI assistance, human review, business action, and feedback
Context → AI assistance → human review → action

About me

A human view of business systems.

I work between business teams and delivery teams, turning real operating problems into clearer processes, systems, and decisions.

My work spans CRM modernization, Dynamics 365, Power Platform, ERP-adjacent operations, cloud migration, and AI-enabled workflows.

Now

Building practical AI for real work.

I am exploring how Copilot and AI agents can work with Dynamics 365 and Power Platform without making systems harder to trust.

Personal note

Good systems fit the way people work.

The best CRM work balances clean data, useful workflows, and the habits that help teams adopt them.

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What you can find here.

01

Portfolio

Career timeline, working style, and the experiences behind the work.

02

Project stories

Business-facing stories from CRM, ERP, migration, and automation work.

03

Industry insights

Short views on Dynamics 365, Copilot, AI agents, and business change.

04

AI practice

Enterprise patterns, applied cases, and small experiments that make AI easier to trust.

“Clear process first. Useful AI second.”