Public sector
Dynamics 365 cloud migration
Moving a legacy public-sector CRM into the Microsoft cloud
I helped migrate an older on-premises Dynamics 365 environment to the cloud for a provincial public-sector
team. The system supported 500+ users and carried years of custom workflows and plugins.
My role connected business requirements with technical delivery: gap analysis, plugin rewrite coordination,
Power Automate workflow replacement, UAT planning, and security-minded release support.
Outcome: smoother go-live, faster page loads, and a more stable platform for future Dynamics 365 and Power Platform upgrades.
Food distribution
CRM + ERP transformation
Modernizing operations for a Canadian Asian food manufacturer
For a growing Asian food business in Canada, the challenge was practical: perishable products, many SKUs,
import and repack workflows, and sales teams needing faster inventory insight.
I supported CRM requirements and process design across Business Central, Power Apps, data, and BI workstreams,
including a replenishment app connected to operational dashboards.
Outcome: less manual entry, better stock visibility, faster forecasting, and more time for sales teams to focus on key grocery and hospitality accounts.
Enterprise manufacturing
Large-scale D365 rollout
Consolidating fragmented systems for a top-three Chinese baijiu group
One of my largest projects involved a top-three Chinese baijiu manufacturing and sales group with multiple
production bases, thousands of distributors, and millions of online customers.
I helped map requirements across CRM, Business Central, F&O, data warehouse, and BI workstreams, covering
product management, customer service, marketing, procurement, finance, and adoption planning.
Outcome: fewer legacy systems, better supply-chain visibility, faster reporting, and stronger adoption through pilot sessions and role-based training.
Sales & marketing
Lead scoring automation
Helping sales managers spend less time sorting leads manually
Workshops showed that sales managers were spending too much time reviewing and assigning leads. The work was
repetitive, but it affected response time, customer experience, and campaign ROI.
I helped design a segmentation and scoring approach, then connected the logic with Power Automate so leads
could be routed to the right sales roles for follow-up.
Outcome: faster follow-up, higher sales team efficiency, better customer satisfaction, and more time for managers to focus on planning instead of manual triage.