Jack Sun Email & Phone Number

Richmond Hill, On, Ca

Alberta, Canada

Toronto, Ontario, Canada

Worked on Commercial Banking projects by using Salesforce Financial Cloud - nCino for Loan Origination, Adjudication, Fulfillment process etc. Conduct business analysis to understand current business processes, business use cases, business modeling and perform gap & impact analysis to support solution design to improve new business development and avoid impacting existing business operations.Using Agile methodology, working closely with Product Owners (PO) for Spikes, User Stories, Tasks Creation in Jira; Provide Solution approach and groom the stories with Dev and QA teams for story point, so it will be assigned to Developers in the sprint planning sessions. Document analysis results, solutions in Excel, Word, PowerPoint in Confluence.

Toronto, Ontario, Canada

* Involved in multiple projects, including using Salesforce for Business Banking Deposit, Lending Opportunities, Product creation, Complaint Capture resolving process, System upgrade, Functional enhancement, etc. * Leading Data migration, Outgoing data integration requirement gathering, user stories creating, Technical solution design, ** Discuss with solution designer for the potential solution, ** Discuss with the ETL team for transformation logic * Create ERD, Data mapping document for migrated data and outgoing data, overall Data Dictionary, Interface Agreement between different system* Presenting demos to Business with new functionality to make the daily work easier. * Managing the vendor to make sure required tasks are delivered on time. * Provide Data Elements insight for downstream consumer reporting analysis.

* Act as consulting professional, conduct business analysis via document analysis, interview, workshop, brainstorm techniques to elicit and verify business requirements from clients and create BRD, SRD* Compare current and future business processing modeling to perform gap analysis, design business context diagram, user story, use case, and prototyping. * Customize, configure Dynamics 365, entities, fields, security roles, business process flows, workflows, business rules etc. * Prepared and demonstrated Proof of Concept (POC) to business stakeholders for clarification & confirmation* Integrated MS Dynamics 365 with SharePoint, Dynamics NAV, MailChimp, Power BI * Coordinated Data Analysis team with entities relationship diagram, data dictionary to smooth data ETL and perform data analysis with accurate information* Created Test Plan, Test case and perform UAT with QA Team, Performed appropriate training for end users

* Gathered Business requirements from Stakeholders and create BRD, Data modeling* Customized and configurated Dynamics CRM entities, forms, views, dashboards workflows, business process flows, security roles etc.