Anna Lee Email & Phone Number

Malaysia

- Successfully launched the first cloud-based mobile apps for the insurance industry, with an Agile approach (used JIRA, Confluence).--- Created and prioritized User Stories according to business objectives.--- Created product backlog progress reporting template to monitor the release timeline/progress.--- Liaise with the bank's working level to implement new solutions.--- Review test cases and results as Product Owner.--- Assisted in compliance assessments for new apps release.- Resolved integration between two (2) applications by providing functional requirements (UML diagrams) for the solution.- Applied business analysis techniques (e.g. scoring matrix) for business assessment and decision-making.- Successfully improvised password reset process from manual reset to user self-reset, which sales & operation can work more efficiently.- Created helpdesk applications with new skills learned (MS PowerApps, MS Automate, and MS SharePoint). And, provided user training and related materials for the application.- Involved in the annual IT BAU budget planning and monitoring.Topics: - Mobile apps for bancassurance, Agile, Helpdesk - MS PowerApps, PowerAutomate

- Validate requirements with government bodies, for countries from different regions.- Assessed existing documentation, processes or programs, and identified improvement opportunities.- Reviewed and analysed new enhancement/ change requests and assess the implementation feasibility (time, resource, IT technical or user constraints).- Led small to medium size projects from requirement gathering to implementation and support.- Conducted project update meeting to ensure timely delivery for new implementations.- Create and maintain issue logs, meeting minutes, meeting schedules, project summaries and updates.- Managed client and management expectation according to priorities.Topics:- Compliance process and digital filing for FATCA, CRS, and MDR/ EU DAC6- Software integration for compliance name screening- Beneficial Ownership digital filing- Other compliance/ statutory digital filings

- Collaborate between reporting authorities, third-party vendors, users, internal management, developers, QA, throughout the project. - Identified and recommended improvement opportunities for the process and software. - Developing project plans and providing project management assistance. - Managed expectations and provided advice, or guidance to minimise requirement gaps. - Conducted pre-sales feature demos and workshop, internal and external training, and support for Europe and Asia users. - Review specifications and provide guidance for juniors.- Appointed by clients to assist in reviewing the process and configurations for their Europe offices. Topics: - Compliance process and digital filing for FATCA, CRS- Software integration for compliance name screening- Beneficial Ownership digital filing

- Assisted the Project Manager in project planning, coordination.- Requirements analysis and design (include requirements document, and technical specification).- Planned, managed, and executed internal testing, user acceptance test (UAT), and system integration testing (SIT).- Analysed test scenarios and execute automation testing.- Led on-site system go-live.- Produced training materials.- Monitored and guided juniors for SaaS support and operation.Topics: - Mobile apps for bancassurance- Digital platforms for life insurance agency commission computation and production reporting

- Requirements gathering and documentation for the life insurance agency management portal.- Data analysis and transformed into information for reporting.- User acceptance testing.- Training and document user guide for insurance agents.- User and system support for a digital platform with more than 400 users.- Initiated and setup SOP for the support role.Topic: Digital platform for the life insurance agency commission and production computations

Phileo Damansara 1, No. 9, Jalan 16/11, Off Jalan Damansara, 46350 Pj, Selangor.

- Gather and analyse user requirements.- Study, understand and document the business process for the Manufacturing and Distribution industry.- Report customization using SQL and Crystal Reports.- Provide consultations, support and user training.Topic:- Distribution module for ERP systemPlatform:- Infor SyteLine (ERP System), MS SQL, and Crystal Reports

Kpmg Tower, First Avenue, Bandar Utama, 47800 Petaling Jaya, Selangor.

- Study documents to gain more knowledge about the banking system.- Test programs, identify root cause of system errors and assist to solve them.Major project involvements: AS400