Yufei (Fifi) Zhang Email and Phone Number

Key Responsibilities:• Responsible for digital transformation projects, focusing on strategic planning, process redesigning, system requirement analysis, and system implementation, ensuring the delivery effect.• Conduct workshops, presentations, BRD, SRD, and UAT to engage stakeholders and ensure project alignment.• Provide customer training during the project and software development lifecycle, improving project management and business analysis skillsets.• Attend external… Show more Key Responsibilities:• Responsible for digital transformation projects, focusing on strategic planning, process redesigning, system requirement analysis, and system implementation, ensuring the delivery effect.• Conduct workshops, presentations, BRD, SRD, and UAT to engage stakeholders and ensure project alignment.• Provide customer training during the project and software development lifecycle, improving project management and business analysis skillsets.• Attend external promotion bidding in the financial industry, including sharing Accenture's product capabilities in consulting services and platform implementation, and reporting solutions to customers' senior management.Projects and Achievements:• Core System Process Reengineering Project: Played a key role in core system process reengineering for large state-owned insurance companies, resulting in an 80% digitisation of the underwriting claims process and a 50% increase in automation rates.• Designed Investment Management System: Constructed an investment management system for an energy enterprise, designing a framework for closed-loop management of pre-investment decision-making, investment process control, and post-investment evaluation.• Built Customer Strategy Application Dashboard: Developed a strategy dashboard, allowing management to view strategy application results and benchmarks, increasing 50% report efficiency.• Established Renewal Model: Co-constructed an auto-renewal model using Python and applied it in sales, increasing the auto-renewal rate by 1.5%. Show less

Key Responsibilities:• Lead customer strategy management system, utilising a unified strategy engine to deliver customer lifecycle insights and model applications. Integrate with the app and channel platforms to enhance strategy application efficiency.• Oversee non-auto insurance data applications, including scenario marketing and coordinate with channels and internal stakeholders to improve premiums.• Responsible for data management and governance, detecting underlying data… Show more Key Responsibilities:• Lead customer strategy management system, utilising a unified strategy engine to deliver customer lifecycle insights and model applications. Integrate with the app and channel platforms to enhance strategy application efficiency.• Oversee non-auto insurance data applications, including scenario marketing and coordinate with channels and internal stakeholders to improve premiums.• Responsible for data management and governance, detecting underlying data problems, establishing unified data retrieval mechanisms, and supporting data tracing and standardisation.• Cooperate with external stakeholders to obtain various data to build data products and targeted marketing.• Lead and prepare data products bi-weekly reports for management.• Recruit, develop and guide data application-related members.Projects and Achievements:• Non-auto Targeted Marketing: Built a non-auto insurance preference model and implemented it in the app, increasing conversion rates and contributing an additional $130 million in premiums within 6 months.• Data Management and Governance: Established data management mechanisms and refined data asset planning, including unified tables, index maps, and dictionaries, improving data retrieval efficiency by 60%. Show less

Key Responsibilities:• Oversee process and system optimisation of auto-renewal systems based on business needs.• Interview business inter-stakeholders, propose technical solutions, design prototypes, develop BRD, and organise user acceptance testing (UAT) and deployment training.• Extract business metrics from the database, analyse business performance using SQL and Excel, and generate monthly business reports.• Provide training and support of SQL and Lean Six Sigma… Show more Key Responsibilities:• Oversee process and system optimisation of auto-renewal systems based on business needs.• Interview business inter-stakeholders, propose technical solutions, design prototypes, develop BRD, and organise user acceptance testing (UAT) and deployment training.• Extract business metrics from the database, analyse business performance using SQL and Excel, and generate monthly business reports.• Provide training and support of SQL and Lean Six Sigma methodologies, increasing team proficiency in data analysis and project management skills. Projects and Achievements:• Refined Omnichannel Renewal Platform: Designed differentiated renewal modes, processes, and system implementation plans to enhance refined management, increasing the auto-renewal rate by 1.5%.• Established Personal Agent Renewal Sales System: Leveraged the strengths of the telemarketing platform to build a renewal sales system from scratch, enabling flexible resource allocation for agencies.• Designed Mobile Renewal Modules for Various Channels: Implemented standard renewal modules on mobile apps for various channels, including renewal due/expired reminders, customer information update applications, one-click renewal, and monitoring of the renewal process.• Created Auto-Renewal Dashboards: Established Tableau dashboards for 42 branches nationwide, visualising critical business metrics and reducing data processing time by 30%. Show less

Key Responsibilities:• Oversee process and system optimisation of auto claim, customer information system (CIS), and store management system.• Develop the business process mapping and customer journey mapping.• Interview customers or stakeholders, identify pain points and improvement opportunities• Collect and manage requirements and prioritise requirements according to importance and emergency extent.• Propose system solutions and write business requirement documents (BRD),… Show more Key Responsibilities:• Oversee process and system optimisation of auto claim, customer information system (CIS), and store management system.• Develop the business process mapping and customer journey mapping.• Interview customers or stakeholders, identify pain points and improvement opportunities• Collect and manage requirements and prioritise requirements according to importance and emergency extent.• Propose system solutions and write business requirement documents (BRD), including current and future state processes, user stories, acceptance criteria, and test cases.• Coordinate with the product manager, stakeholders, IT teams, and PMO.• Organise monthly training meetings and introduce new functionalities to business specialists nationwide.• Develop quality reports to Customer Service leadership.• Drive continuous process improvement by monitoring solution performance and feedbackProjects and Achievements:• Redesigned New Claims System: Redesigned the online self-service claims process and restructured the end-to-end new claims system, including investigation, damage assessment, document collection and claims approval, achieving a 90% automatic settlement rate for cases under 3,000 RMB.• Claims Efficiency Improvement Project: Applied the Six Sigma DMAIC methodology to diagnose issues in the document collection process, identified problem factors, and implemented solutions, resulting in a 50% improvement in processing efficiency. Show less