Project Manager: plays a crucial role in tracking the project plan, monitoring development progress, and ensuring that delivery targets are met. Use tools like Agile boards, Kanban, confluence to visualize progress and identify potential bottlenecks. Manage risks and dependencies, ensuring that any delays are mitigated promptly. The ultimate goal is to deliver the RPA solution on time, within scope, and within budget while maintaining stakeholder confidence.
Process Analyst: acts as a bridge between technical teams and business stakeholders, fostering collaboration and ensuring a structured approach. Analyze business processes, identify automation opportunities, and document requirements to align RPA development with organizational goals. A key responsibility is maintaining best practices, ensuring that automations are scalable, secure, and compliant. By facilitating communication between IT and business units, helps maximize measurable benefits and ROI in automation initiatives. such as cost savings, improved accuracy, and faster processing times.
RPA Mentor: provides expertise in managing multiple RPA projects simultaneously. Focus on clear communication with stakeholders, aligning expectations, resolving conflicts, and ensuring transparency in delivery timelines. Also train and guide developers, promoting best practices in coding (e.g., reusability, exception handling) and governance. Ensures that automation initiatives remain aligned with business objectives while maintaining efficiency and quality across projects.
UAT Tester: Support for RPA and Artemis UAT testing, report defects and daily result.
Trainer: Lead and conduct accreditation training for new team members.
Bank of East Asia Data Processing Limited - Credit Card Dept， Credit Assessor Clerk
Responsible for credit approval process, review and make decision of credit cards applications by assessing applicants' financial history and risk factors.
Analyzing credit reports, verifying income documentation, and ensuring compliance with bank policies and regulatory requirements.
Provide extraordinary service through phone interactions with customers.
Project Experience
Project Sphere & Saturn
Project Introduction：Large scale project with cross-team collaboration, on-off automation solution to replace huge manual efforts due to business migration
[Responsibility]Gather user requirement and assess RPA feasibility, confirm development scope and design solution diagram, initiate development plan and project plan, consult in coding and governance
[Enviorment]HUB System IT solution + BluePrism RPA
[Team Size] 6 RPA Developers, 10-15 IT developers
[Contribution] Complete development within 1 month, conduct sucessful SIT and UAT within 2 week, deploy into production ahead of project plan for 3 weeks
Project Sprout
Project Introduction：Large scale project with cross-team collaboration, build up end to end document processing flow to replace paper form applications
[Responsibility]Work with IT Business Analyst to assess RPA integration point, develop RPA solution to connect with Power Platform via APIs
[Enviorment]Power Platform + AI Builder + Dataverse + NOVA API + BluePrism RPA
[Team Size] 5 RPA Devlopers, 3 IT developers
[Contribution] Deploy 8 forms within 6 months, break through difficulties of legacy HWS machine and instant approval
Professional Skills
Strong knowlege in RPA technologies, Power Platform and Power Automate Desktop
Good understanding of system development lifecycle and Agile delivery approach
Experience in use case assessment, implementation and delivery lifecycle
Experience in business and process analysis, change initiatives and re-engineering
Strong Microsoft Office skills, including excel, PowerPoint, Word, Teams
Proficient in digital tools, including JIRA, confluence, Visio
Proficient in spoken and written English and Chinese (Cantonese and Mandarin)
Education
Guangdong Univ of Foreign Study - Bachelor of Business English
Self-assessment
15 years of banking experience, knowledge of credit card and loans, KYC, CDD and EDD, AML, transformation domains
3 years of expereience in project management and 5 years of expereience in automation development
Ability to work independently, mature and resourceful
