Join Gartner on Jan 2021 and based in Shenzhen, service south and east China clients.

Digital Marketing：Formulate the IT strategies and solutions for Evergrande Brokerage Company in digital marketing and distribution ranging from new channels, leads referrals, customers engagement, marketing funnels and customers conversion.Digital Transformation：Evergrande Life triggers the digital transformation project due to novel coronavirus crisis (COVID-19) since Feb 2020. It launches the plans of Digital selling, customer E-service, and work-from-home service to enable the… Show more Digital Marketing：Formulate the IT strategies and solutions for Evergrande Brokerage Company in digital marketing and distribution ranging from new channels, leads referrals, customers engagement, marketing funnels and customers conversion.Digital Transformation：Evergrande Life triggers the digital transformation project due to novel coronavirus crisis (COVID-19) since Feb 2020. It launches the plans of Digital selling, customer E-service, and work-from-home service to enable the operation automation and process reengineering.Big Data and AI：Review and approve the initiative of IPv6 compliant, Intelligent mid-layer system architecture plan, DR and cloud computing sites, data warehouse expansion and relocation, AI applications in customer service and customer personas database.Enterprise training system：Introduce and set up an on-line learning system platform for internal staff, enabling self-learning and supporting a continuous learning culture in the company. The platform can also be extended and customized for off-line sale professionals. This is “One solution for ALL”. Transforming the business model of broker company：Help transform Evergrande Brokerage Company from a “me-too” business model to a 3-stage progressive profitable model, ie first Bs, then As, and finally Cs. The company has successfully turn from a loss to a profit by Sep 2019. IT budget Control：Supervise IT department of Evergrande life, optimize IT annual budget execution, and direct cost control solutions. Achieved a reduction of IT expenditure by RMB 23.53 million in 2019, accounting for a 38.7% cut of the total budget.Procurement Management：Review IT purchase requests, set up IT quarterly service report template, fine-tune the legacy and transition of projects and initiatives between 2017 to 2019. Streamline systems design to avoid redundancies in IT procurement and save up about RMB 16.6 million. Show less

Cross Selling：Implement ECIF (Enterprise Customer Information Files) on August 2018 to implement “One-Client” view for Cross Selling Department, then extending to more than 80,000 life insurance agents.Users Information Access and Security Control：To ensure security of user data on access terminals. Enterprise IT led and accomplished TIS project on Feb 2018. Tighten controls in user desktops, network access, software upgrades and equipment inventory.AI Customer service：In 2018… Show more Cross Selling：Implement ECIF (Enterprise Customer Information Files) on August 2018 to implement “One-Client” view for Cross Selling Department, then extending to more than 80,000 life insurance agents.Users Information Access and Security Control：To ensure security of user data on access terminals. Enterprise IT led and accomplished TIS project on Feb 2018. Tighten controls in user desktops, network access, software upgrades and equipment inventory.AI Customer service：In 2018 Wuhan Call Center cooperated with Ali cloud and Hundsun Tech. to implement an Intelligent Cloud customer service platform, leading in AI customer service instead of manual online enquiries and outbound service calls. The re-visit successful rate reached 75.6%, and the artificial replacement rate reached 53.7%.Mobile Internet APP：Support e-Union project of life insurance, promote Fintech and mobile Internet technology, make best use of face recognition, OCR, digital policy, big data in app and improve the agent's capability of mobile selling, recruitment, learning, service, and internal management.Corporate IT Infrastructures：Lead the Enterprise IT Department to oversee IT departments of all subsidiary companies (including Life Insurance, General Insurance, Assets Management, Assets Exchange, On-line PayPal, P2P Loan, and Insurance Broker). Approve IT strategy plans and review IT annual budget. IT costs are well controlled through approval on big expense items and projects. IT costs are reduced by 15% - 35% on average.IT Governance and Compliace: Implement enterprise IT governance framework, supervise the IT internal controls of all subordinate companies, issue assessment and evaluation reports. Eliminated 20% - 45% of vulnerable points before auditing visits, and supervise the progress and results of rectifications quarterly. Formulate Enterprise IT policies, guildelines, and compliance framework and regulations. Sponsoring ITIL, ISO/IEC 27001, DevOps. Show less

Join MetLife China to be the head of PMO on May 2010. The main objectives:1. Lead and monitor key company projects.2. Change Management3. Business Process ImprovementOnePAS system: PMO replace two legacy core systems with CSC Life/Asia within two and five months. We successfully migrates all client data in head office and branch offices.Group Medical: Project launched on Aug 2011 and corporate with Cseth TPA vendor to offer the country-wide medical claim… Show more Join MetLife China to be the head of PMO on May 2010. The main objectives:1. Lead and monitor key company projects.2. Change Management3. Business Process ImprovementOnePAS system: PMO replace two legacy core systems with CSC Life/Asia within two and five months. We successfully migrates all client data in head office and branch offices.Group Medical: Project launched on Aug 2011 and corporate with Cseth TPA vendor to offer the country-wide medical claim support.GEB WS3 (TPA claim insourcing): MetLife insourced the claim service in case the TPA vendor raise cost. Project started on Sep 2013 and successfully completed on end of May 2014.FATCA: FATCA is a US regulation which requires Foreign Financial Institutions to report directly to the IRS information about the financial accounts held by U.S. taxpayers.PPM: MetLife established Program and Project Management procedure with making use Clarity system.New Products: New product implementation, testing, and coordination is one of China PMO functions.GSvP: In order to improve NPS (Net Promoter Score), enhance Customer Centricity. MetLife China implemented a project to build a consolidated Global Servicing Platform in regular web and mobile wap, and replace the existing Individual and Group Web Portals.GSP: Mobile Internet impact insurance industry and MetLife triggered a global project to improve direct marketing channel. GSP (Global Sales Platform) is a globlal solution which sales on mobile internet and build the interface to connect directly with clients.PCI DB encryption: Identify and Implement a solution for encrypting the application databases which stored PCI (Payment Card Industry ) data in all environments from development to production environment, to resolve the Audit Issue, and comply with PCI standards.CAB (Change Administration Board): Chair the CAB and examine all of CRs or defects before the changes go to production environment or projects cut over. Show less

Move to ING Capital Life China, being the head of the Project Management Office.Core Life System replacement: We completed the project after one years’ hard working. PMO successfully migrated clients & policy data, and implemented system in the Head Quarter and six Branch Companies. The AS/400 legacy was decommissioned on summer of 2008 and replaced by Sinosoft system. This is my second time to implement core system replace project, and this system was thereafter lessoned by ING CPIC… Show more Move to ING Capital Life China, being the head of the Project Management Office.Core Life System replacement: We completed the project after one years’ hard working. PMO successfully migrated clients & policy data, and implemented system in the Head Quarter and six Branch Companies. The AS/400 legacy was decommissioned on summer of 2008 and replaced by Sinosoft system. This is my second time to implement core system replace project, and this system was thereafter lessoned by ING CPIC Life (CCB Life) in Shanghai.Create Financial Analysis System: ING Agency would like to develop a need base selling system and raised the request to the Board. It was launched on June 2007 and successfully developed and finished on October same year.Create Broker channel systemUnit Link product and system: Lead the VUL project, cooperated with ING HK and Munich Re Group to develop first VUL product in ING China. This VUL system lead-in fund connection and portfolio leverage concept, and soon after also become the VUL of ING CPIC Life (CCB Life).High Impact WorkoutLean Six Sigma black belt training: Completed ING LSS Black Belt training in HK and project implementation in China. Certificated PMs the LSS Orange and Black belt to ING Capital Life China.Build Anhui branch company: CIRC agreed ING Capital Life to enter Anhui market and this new branch company has to be ready before August 2008. PMO was assigned to build Anhui branch for ING Capital Life. After overcame the ice storm crisis and time stress problem, Anhui branch was successfully opened on July 2008 and passed the review of Anhui government.Operation Efficiency: Use LSS concept to build the best practice for China market ideal branch model which support under regional office. The Operations Efficiency Project for HQ in Dalian and branches in Dalian, Beijing, Liaoning, Shandong, Henan, Anhui. This made 40 FTE reduction and RMB 371K savings per annum in 1st implementation phase.Office Automation system Show less

ING Antai was previously operated as a branch of ING Life Insurance Company of America and on 1st March 2006 all business was effectively legally and operationally transferred to the subsidiary company named ING Life Insurance Company Limited.New organization was built to dominate this entity. Corporate Service Unit is the new division to administrate Project Management, IT Procurement, Budget Controlling, ORM/IRM, HR, and GA. I was approached to be the Programme Manager to monitor all… Show more ING Antai was previously operated as a branch of ING Life Insurance Company of America and on 1st March 2006 all business was effectively legally and operationally transferred to the subsidiary company named ING Life Insurance Company Limited.New organization was built to dominate this entity. Corporate Service Unit is the new division to administrate Project Management, IT Procurement, Budget Controlling, ORM/IRM, HR, and GA. I was approached to be the Programme Manager to monitor all the major projects in this Unit, and manage Project Management Office for CSU. Show less

During 2002, using the ISO 17799 as a foundation, ING developed and updated its own set of ING-specific information security policies and standards. Taken as a whole, these ING Group information security policies and standards establish a level of protection that is both affordable and effective in meeting technical, regulatory and business security requirements.To meet the current management and regulatory expectations for security, ING Antai decides to compliance with these ING… Show more During 2002, using the ISO 17799 as a foundation, ING developed and updated its own set of ING-specific information security policies and standards. Taken as a whole, these ING Group information security policies and standards establish a level of protection that is both affordable and effective in meeting technical, regulatory and business security requirements.To meet the current management and regulatory expectations for security, ING Antai decides to compliance with these ING polices and would like to pass muster via implementing a dedicated internal project – ITOC (Information Technique Operation Compliance Project). ITOC is not only single purpose for ING global polices, but also targets to solve the relative issues on the Sarbanes-Oxley Act of 2002 (SOX), Document Management, regional auditing, and CMMI.I was assigned to be the ITOC project manager on October 2005 and completed it on April 2006. Project team created all of the SOP for SOX and increase the ING global policies compliance ratio to more than 95 percent. Show less

In 1999, ING Steering Board assigned Corporate IT to develop and implement new global e-mail and directory services for the whole of ING. This initiative has already led to the investment and establishment of a robust backbone for corporate directory and e-mail.I was assigned on December 2002 to lead and coach a regional team to implement the global corporate solution in Asia/Pacific region. This team was composed of both Banking and Insurance IT members. They targeted to migrate all of… Show more In 1999, ING Steering Board assigned Corporate IT to develop and implement new global e-mail and directory services for the whole of ING. This initiative has already led to the investment and establishment of a robust backbone for corporate directory and e-mail.I was assigned on December 2002 to lead and coach a regional team to implement the global corporate solution in Asia/Pacific region. This team was composed of both Banking and Insurance IT members. They targeted to migrate all of ING entities to this new, integrated, standardized, and secured platform. In January 2004, in parallel, GIS assigned me to fulfill the role of MMC Asia due to good cooperation experiences in the past year. It triggered my role to become the coordination hub between local, regional, and global.A/P E-communication project runs well under my management. We successfully completed the user migration in the following sixteen ING A/P entities:ING Baring Hong KongING Bank SingaporeING Japan ServiceING Life JapanING Fund JapanING AustraliaING Antai Life TaiwanING CHB SecurityING Life KoreaING Insurance Berhad MalaysiaING Capital Life China DalianPacific Antai Life Insurance China ShanghaiING Life ThailandING Fund ThailandING Vysya Life IndiaING Life Hong Kong Show less

I sponsored three missions after I took over IRM:1. Prepare and implement ING 35 Group Policies (which based on BS7799/ISO17799), and gradually decommissioned those expired legacy procedures and systems.2. Invited Asia/Pacific IRM Office to visit ING Antai and transfer system security audit policy.3. Transferring IRM role from “audit” to “support and service”, and relax the tight relationship between IT and IRM.Before end of 2003, the relationship between IT and IRM is… Show more I sponsored three missions after I took over IRM:1. Prepare and implement ING 35 Group Policies (which based on BS7799/ISO17799), and gradually decommissioned those expired legacy procedures and systems.2. Invited Asia/Pacific IRM Office to visit ING Antai and transfer system security audit policy.3. Transferring IRM role from “audit” to “support and service”, and relax the tight relationship between IT and IRM.Before end of 2003, the relationship between IT and IRM is getting better. The ING 35 Group Policies project moved smoothly. Meanwhile all IT department heads know more about how to eliminate audit issue and reduce IT risk. Show less

ING merged Aetna and created a new insurance company “ING Antai Taiwan”. Two IT departments (Aetna and Life of Georgia) were united and the CIO re-assigned new functions.My new function was to manage the system engineers and administrate the daily operation of the Network and Wintel environments, in order to provide daily support to all of the users.I proposed and lead a “Wintel Server Consolidation Project” within ING Antai, and successfully reduced the amount of servers from… Show more ING merged Aetna and created a new insurance company “ING Antai Taiwan”. Two IT departments (Aetna and Life of Georgia) were united and the CIO re-assigned new functions.My new function was to manage the system engineers and administrate the daily operation of the Network and Wintel environments, in order to provide daily support to all of the users.I proposed and lead a “Wintel Server Consolidation Project” within ING Antai, and successfully reduced the amount of servers from 540 to less than 300. This project saved IT huge amount of money in software license and hardware maintenance cost. It impressed managerial level and then I got their local recommendation to ING Regional Office. Show less

The project ISIS was to provide established ING Business Units and Greenfields with a flexible framework of functions and products with which to facilitate the Point of Sales and Need-Base-Selling (NBS) support process. It provided an integrated approach within a package-based solution for back office, branch office, and point of sales systems. I was assigned to the ISIS Project Taiwan in March 1998 and shouldered the infrastructure manager. Our task was to prepare and support the… Show more The project ISIS was to provide established ING Business Units and Greenfields with a flexible framework of functions and products with which to facilitate the Point of Sales and Need-Base-Selling (NBS) support process. It provided an integrated approach within a package-based solution for back office, branch office, and point of sales systems. I was assigned to the ISIS Project Taiwan in March 1998 and shouldered the infrastructure manager. Our task was to prepare and support the implementation and installation of the system, network, platform, support, and security aspects as required for the ISIS solution, by cooperating with ING Global Model Office (NL), Regional Office (HK), Cap Gemini (UK), outsourcing contractor (India), Marketing, Sales, and Operations.ISIS was smoothly rolled out in Taiwan by July 2001. There were 2500 agent’s laptops successfully installed and implemented by the ISIS project team. I got a promotion based on my excellent achievements in this important project for ING, and being the employee of the year 2000 of ING LoGT. Show less

ING did not yet get a China insurance license and closed the China Model Office on Aug 1997. HQ decided to transfer me to Life of Georgia Taiwan in order to make use my IT talent continuously.Owing to my good experience on Life/400 system, SMART/400, and DB2 database, ING LoGT assigned me to work for the Corporate System Department and fulfill the section chief of System Analyst.My main job was to fulfill a bridge of communication between IT and insurance users, clarified the… Show more ING did not yet get a China insurance license and closed the China Model Office on Aug 1997. HQ decided to transfer me to Life of Georgia Taiwan in order to make use my IT talent continuously.Owing to my good experience on Life/400 system, SMART/400, and DB2 database, ING LoGT assigned me to work for the Corporate System Department and fulfill the section chief of System Analyst.My main job was to fulfill a bridge of communication between IT and insurance users, clarified the system requirement, judged the system change management, and did the business process reengineering (BPR) with all departments in order to improve the efficiency and reduce the FTE of this ING company. Show less

In 1992 the China government, for the first time, gave an insurance license to a foreign group – AIG, and officially opened a new page in the global insurance market. Recognizing this huge and attractive virgin market, ING launched a project to get into the China insurance market and set up a China model office (CMO) in Taiwan in the summer of 1995.I joined CMO on February 1996 and become one of the core IT members in this project. The solution we administrated was Life/400 PAXUS, which… Show more In 1992 the China government, for the first time, gave an insurance license to a foreign group – AIG, and officially opened a new page in the global insurance market. Recognizing this huge and attractive virgin market, ING launched a project to get into the China insurance market and set up a China model office (CMO) in Taiwan in the summer of 1995.I joined CMO on February 1996 and become one of the core IT members in this project. The solution we administrated was Life/400 PAXUS, which developed and managed all the programs by SMART/400. My major territory is the policy operations (NB, POS, and Claim) and client management.We worked very hard to buildup and program the Life system and successfully complete it in the spring of 1997. Show less

My first IT experience was in a local company to program COBOL and debug systems. I stayed there for One and half a years.