Xie He

Possesses 3 years of experience in implementing enterprise digital transformation projects, specializing in the development of CRM, ERP, and business collaboration platforms, and is familiar with business scenarios such as customer management, sales management, digital marketing, service management, and master data governance. Has experience in delivering enterprise IT projects throughout their entire lifecycle and is capable of independently completing tasks such as requirements gathering, business process mapping, solution design, system configuration, interface integration testing, data governance, testing and deployment, and operational optimization. Familiar with integration solutions for CRM, ERP, MDM, and other peripheral systems; possesses experience implementing system interfaces for SAP, Kingdee Cloud Cangqiong, and similar systems; proficient in SQL data analysis, process configuration, and low-code platform application development; capable of bridging business requirements with technical implementation to drive the successful execution of digital transformation projects.

Digital CRM Marketing Project Implementation & Operations Consultant at Yunnan Energy Investment Group (2025-04 – Present)

Led the construction of a group-level digital CRM marketing platform covering customer management, online ordering, sales approvals, terminal visits, and customer service. Served the group's sales and business teams by digitizing marketing operations and establishing a closed-loop management system.

• Participated in business research; mapped out core processes including customer management, sales orders, channel management, and terminal visits; delivered business requirements documents and implementation plans.
• Led the implementation of the CRM Customer Management module; designed the customer lifecycle management mechanism to control temporary customer applications, approvals, MDM synchronization, and formal conversions.
• Designed an automated customer validation system integrated with the Tianyancha API for real-time commercial background retrieval and unified social credit code duplicate checks, significantly boosting onboarding efficiency and data accuracy.
• Optimized sales processes by designing business rules for special pricing approvals, promotional giveaways, and point redemptions, digitizing marketing policy management.
• Built digital modules for terminal visits and grassroots marketing, capturing field data (e.g., visits to villages, schools, and restaurants) and driving automated daily/weekly report generation.
• Implemented API integrations between CRM, Kingdee Cosmic ERP, and Group MDM systems; completed field mapping, data sync, error troubleshooting, and joint testing.
• Enhanced the mobile field visit user experience by refining geofencing, visit duration tracking, location uploads, and image compression mechanisms for frontline sales staff.

Overseas Marketing & Collaboration Platform Implementation Consultant at PetroChina (2024-08 – 2025-03)

Built a marketing collaboration platform for overseas business operations, enabling end-to-end digitalization across customer service, contract management, procurement collaboration, budget control, and cross-regional operations.

• Managed requirements analysis for customer management and service modules, standardizing feedback loops, satisfaction evaluations, and resolution workflows.
• Designed the customer satisfaction survey workflow, enabling automated questionnaire distribution, system notifications, data aggregation, and analytical report generation.
• Contributed to contract and procurement process building, optimizing online workflows for purchase requisitions, contract approvals, and payment fulfillment.
• Configured budget management workflows to handle budget planning, approvals, adjustments, releases, and AFE (Authorization for Expenditure) linkages.
• Participated in master data management and cross-system collaboration to unify core master data entities like customers and vendors.
• Configured multi-language options, regional permissions, and data isolation rules for overseas users to support secure cross-regional business collaboration.

Integrated Planning & Business Optimization Project Implementation Consultant at Xi'an Aero-Engine (2024-03 – 2024-07)

Focused on enterprise planning management and ERP integration requirements, establishing seamless integration between the business platform and the SAP system to enable plan data sharing and workflow automation.

• Implemented API integrations between the low-code business platform and SAP, managing data exchange and system integration configurations.
• Designed a Single Sign-On (SSO) solution connecting SAP WebGUI with the business platform to enable unified identity authentication.
• Synchronized S&OP planning data via RESTful APIs and created business trend dashboards.
• Configured approval workflows and special control mechanisms to automatically sync approval results back into SAP.
• Designed user permission models to meet multi-role and multi-organizational management requirements.

Supply Chain Middle-Office Project Implementation Consultant at Inspur Cloud (2023-08 – 2024-01)

Participated in building an enterprise supply chain middle-office platform, focusing on master data governance, materials management, and process control systems.

• Contributed to material master data model design, refining classification, attributes, and specification management frameworks.
• Utilized SQL to clean historical data, identify duplicate records, and analyze overall data quality.
• Designed master data approval workflows to enforce strict controls over new entries and modifications to key data.
• Configured business permissions to safeguard supply chain data security.

Bachelor's Degree in Computer Science and Technology – Zhoukou Normal University (2023-07)