Yushi Wang Email & Phone Number

Basel, Bs, Ch

Switzerland

Toronto, Ontario, Canada

In this dual position, I spend half of my time overseeing implementation projects in North America and supporting our Services team. Knowing our customer needs and the product capabilities, I am also the product champion in our global Marketing team, promoting the value of our products to our customers and prospects, leading the launch of new solutions, and collaborating closely with the Sales team in all regions.

Toronto, Ontario, Canada

At Unblu, my main areas of focus include:> Team building and managementIn less than a year, I built and onboarded a high-performing team in professional services, including both technical and functional experts with a wide variety of skill sets. Our team is responsible for all Unblu implementation and integration for North American customers. A very important part of my job is to ensure everyone on the team feels motivated, challenged, and successful, so we can all grow together.> Project management and customer successWorking with the team, I lead implementation projects for customers in the financial services industry. I spend at least half of my time building meaningful relationships with the customers and understanding their pain points to look for creative solutions to enhance their experience and empower their business teams using our digital collaboration platform.In addition to hands-on management of projects, I also manage the staffing of projects and oversee implementations and internal initiatives to monitor any risks or issues for escalation; I work closely with the product and engineering teams in Europe to bring the customer insights back to the relevant teams.In collaboration with the European team, I also designed and established a post-implementation customer support program with 18-hour coverage for customers in different time zones.> Pre-sales and solution consulting During the pre-sales cycles, I support the sales executives by leading technical and business discussions with the prospects, responding to RFPs/RFIs, preparing estimates for SoW, and conducting POCs.Being in an international company also allows me to collaborate with wonderful teams across the world - not only with our internal teams and customers but also with partners such as ebanking platforms and chatbot providers.

Greater Toronto Area, Canada

Toronto, Canada Area

As a Senior Consultant in the Digital Customer practice, I led projects to implement Enterprise Content Management (ECM) solutions and provided guidance on information governance. I was the OpenText functional lead in a large scale SAP implementation project at the federal government, with the following responsibilities:> Managing project timelines/scope/risks, functional design of the solution, providing oversight on the technical development, stakeholder and client management> I designed and built the information architecture in OpenText xECM to integrate with 20+ case types in SAP CRM and various business object in SAP S/4HANA while meeting records management requirements defined by relevant legislations and business needs> To address rigorous security requirements, I led the team to complete the security service design and testing for xECM for SAP, including security architecture, configuration and integration, identification and authentication, logging and audit, as well as access control> Collaborating with both functional and technical client resources, I lead the team to perform unstructured data migrations from five different legacy systems into OpenText Content Server and Archive CenterWhile delivering ECM project is my major focus, I was also actively engaged in Salesforce initiatives. I was responsible for developing the knowledge management component using Coveo/Salesforce integration, as well as supporting the development of contact centre solutions and voice sentiments analytics using Amazon Connect and Five9.

Toronto, Ontario, Canada

> Engaged with key stakeholders, project managers, technical consultants and IT personnel to design and deliver enterprise level solutions using the OpenText product family across different industry verticals including finance, energy, manufacturing, government, and commercial> Clarified the functional and technical requirements with customers, analyzed technical environments and developed best practice for solutions implementation> Conducted content analysis and client workshops to elicit requirements and design CIS (Community, Information and Security) model to improve document management processes and increase work efficiency> Developed search pages and dashboards using LiveReport, WebReport, and web development languages to provide user-friendly interfaces that establish and enhance business processes in a digital environment>Analyzed contents and information architecture in Office 365 team sites, OneDrive, and SharePoint; designed Extended ECM for Office 365 to provide a centralized and collaborative information hub in Content Server.> Subject matter expert in Records Management and Tempo Box modules in OTCS> Delivered presentation and prototype demonstrations to customers and internal engineering teamsMajor clients include: Ontario Public Service (Provincial Government), Husky Energy, Loblaws, RBC

Toronto, Ontario, Canada

> Content Management Solutions Design and Implementation - Content Server 16 and Box> System Maintenance and Configuration - OpenText Content Server, Tempo Box, OpenText Accounts Payable, OpenText Capture Centre, Box> End User Support and Training> Supervise co-op students

Toronto, Canada Area

ECM Solutions Design and Implementation> Planned and led Content Server and Box solution implementation projects utilizing project management methodologies and applying system development lifecycle > Elicited, analyzed, specified, and validated business requirements and translated them into technical specifications> Designed and configured folder structure, category, RM classification, customized search and faceted browsing, user groups and permissions > Delivered presentation and prototype demo to stakeholders and executives> Content migration using SkySync, FileFacets, Syntergy Director and LinkFixer; supervised staff on data clean‐up and scanning processes to ensure the effectiveness of data migration and timely completion of projectsECM System Maintenance and Configuration > Monitored industry trends and researched on new modules and system versions; proposed new modules and upgrades to address business needs> Supported and monitored Content Server for availability and performance> Developed and performed test scripts for new and existing document management applications> Managed user groups, permissions, security, metadata, records management, and physical objects configuration> Collaborated with IT teams to increase the effectiveness of the ECM environment, such as Content Server 16 upgrade, disaster recovery planning, data centre co-location, LAPI and web services developmentEnd User Support> Monitored and resolved ServiceNow! tickets related to ECM system access and troubleshooting> Provided end user training and designed end user support documentation IM Policy Implementation and Maintenance> Analyzed and applied the Records Retention policy to paper records with a view to identify records eligible for destruction > Analyzed existing retention schedules and classification scheme and made recommendations for change as deemed appropriate

> Analyzed business processes and elicited functional requirements to design and implement customized solutions in Content Server 10.5—including document template, workflow and web forms, Tempo Box, Enterprise Connect; client groups include corporate services, social services, public works and public health> Technical lead on the Records Management module; configured RSIs and RM classifications, and established standards and processes for electronic records disposition> Developed and implemented a framework for the community model of Content Server to eliminate duplicate and recursive user groups and increase system efficiency > Created functional design documents, developed prototypes of recommended solutions and delivered demos to users > Monitored and resolved tickets to troubleshoot issues for end users > Developed and provided corporate and private training on information management; designed customized training materials and user manuals

> Established and updated corporate policies and procedures on information management, including the latest amendment to the Records Retention By‐law (70‐2014) with 200+ updates> Technical lead on the Records Management module; configured RSIs and RM classifications, and established standards and processes for electronic records disposition> Analyzed business processes and elicited functional requirements to design and implement customized solutions in Content Server 10.5—including document template, workflow and web forms, Tempo Box, Enterprise Connect; client groups include corporate services, social services, public works and public health> Created functional design documents, developed prototypes of recommended solutions and delivered demos to users > Monitored and resolved tickets to troubleshoot issues for end users > Developed and provided corporate and private training on information management; designed customized training materials and user manuals

Montreal, Canada Area

> Developed customized guides and training sessions for records management, with a focus on electronic recordkeeping using Livelink 9.7> Drafted policy and procedural guides for managing different types of records in Livelink> Responded to reference requests from different sections of the organization

Montreal, Canada Area

> Coordinated records transfers from each University department to ensure the proper retention and storage of records> Planned and managed records destruction events to ensure records are retained in accordance with the Records Retention Schedule; prepared disposition notices for each department to obtain approval for records destruction> Prepared reports on records dispositions and storage maintenance> Responded to inquiries from senior McGill officials and processed internal and external reference requests; conducted searches in multiple databases to locate and retrieve information> Arranged and described archival materials; developed and maintained finding aids

Montreal, Canada Area

Courses: Archival Arrangement and Description, Archival Principles and Practices> Supervised and instructed practicum students at the University Archives> Organized and summarized book reviews as student reading materials

Montreal, Canada Area

In charge of the Dreyfus collection project:> Making decisions on the preservation and storage of materials;> Preparing cost estimates and ordering supplies;> Arranging materials and describing them based on RAD.

Beijing City, China

Restored 19th - 20th century archives and rare books with traditional Chinese conservation techniques. Provided preservation recommendations to the rare book departments for the storage area.

Beijing City, China

> Established the corporate electronic records system; including preparation of records inventory, designing folder structure and records classification scheme> Developed policies and guidelines on corporate records management > Provided language interpretation services in meetings> Translated Chinese legislation and regulation into English for the project teams

Master Of Library & Information Science (M.L.I.S.), 3.98/4.00

Activities and Societies: Treasurer of the Canadian Library Association at McGill Student Chapter

Bachelor Of Management, Archival Studies