Dylan Liu Email & Phone Number

• Internal, external Business Application(Docupace) support• Deploy, trouble-shoot, configure varies aspects of Docupace application website, such as regression testing on site functionalities, identify/review/resolve end users' day-to-day issues, develop and implement new functions/ePacs workflows/forms/data mapping, etc• Develop detailed documentation on platform development, functions, updates, bug fixes, forms management, etc• Manage, maintain and trouble-shoot integration of CRMs with Docupace• Perform constant system health check, live trouble shooting, develop/implement/deploy system future enhancements/improvements

Des Moines, Iowa, United States

• Assisted financial professionals in preparing and transferring client data via Excel.• Led the upgrade and maintenance of Advisor Transitions/ePacs pre-production, staging, and production websites.• Collaborated with clients on regression testing and troubleshooting to resolve configuration issues and maintained reliable usage of Advisor Transitions/ePacs websites.• Built reports for internal monitoring using Salesforce, wrote validations for form fields, and created complex mappings using regular expressions for data transfer via Redtail, Salesforce, and other third-party applications.• Configured workflows within ePacs client sites to improve their efficiency.

Des Moines, Iowa, United States

• Supported attorneys with a high-volume caseload, developing and preparing cases to support client objectives.• Planned and attended regular client meetings and teleconferences to strengthen client relationships and ensure effective communication.• Handled internal IT-related work, including implementing a WIFI system and designing/developing company websites.• Provided training to new hires, ensuring smooth transitions into the company culture.• Monitored clients' projects and internal team actions to ensure timely progress and identify opportunities for improvement.

Houston, Texas Area

• Collaborated effectively with other team members to plan, design, and develop solutions for users' needs.• Worked efficiently with business analysts, developers, and technical support to determine optimal specifications for clients.• Directed rapid design, development, and implementation of Business Intelligence (BI) reports, providing valuable insights to clients and internal stakeholders.• Researched, designed, and implemented an ongoing Warehouse Management application which tracks all orders, part inspection, and inventory, streamlining warehouse operations and improving accuracy.• Provided valuable troubleshooting and instruction to overseas clients and managers, ensuring a high level of customer satisfaction.

Bachelor Of Science (Bs), Computer And Information Sciences, General

Activities and Societies: JV volleyball President's ListTech support at Shaw Center Graduated with major in Computer Science.

Education record