Kai Xiao

Senior Consultant
AI Workflow & Product Builder
Dynamics 365 & Power Platform Delivery
Selected Projects Try Career Prep

About Me

I work at the intersection of business analysis, Microsoft Dynamics 365 delivery, and practical AI product building. My strength is translating messy operational needs into clear requirements, usable workflows, and systems that teams can actually adopt.

This site is both a personal portfolio and a small AI project hub. It shows how I use AI not as a buzzword, but as a delivery layer: prompt design, document generation, CRM process support, cost controls, and deployment thinking.

  • LocationCanada
  • FocusCRM, D365, AI workflows
  • MarketEnglish-speaking business users
  • PortfolioAI projects + consulting cases
  • LinkedInkaixiaocan

What I Do

CRM & D365 Delivery

Requirements, process mapping, UAT coordination, migration planning, and business-facing adoption for CRM and enterprise applications.

Operational Insight

Turning fragmented process data into dashboards, decision points, and clearer handoffs between business, IT, and leadership teams.

AI Workflow Design

Building scoped AI tools with clear prompts, daily usage limits, privacy boundaries, and downloadable outputs.

Cloud & NAS Deployment

Lightweight deployment patterns with Cloudflare, tunnels, Docker, Nginx, Python services, and static frontends.

Resume

Experience

Current
Consulting & AI Projects

Senior Consultant / AI Project Builder

Designing practical AI workflows, local and cloud deployment models, and business-facing project demos that connect AI output with real user tasks.

Enterprise
CRM / ERP Transformation

Functional Consultant

Supported Dynamics 365 and cloud migration projects by translating business process gaps into solution requirements, test scenarios, and implementation priorities.

Public Sector
D365 Cloud Migration

Business Analyst / Functional Consultant

Helped connect legacy CRM requirements, security considerations, plugin/workflow modernization, and UAT coordination for a large user base.

Education & Learning

Ongoing
Professional Development

AI, CRM, Power Platform

Continuous learning around Dynamics 365, Copilot-style business workflows, Cloudflare deployment, and AI-assisted productivity tools.

Delivery Skills

Business Analysis

95%

Dynamics 365 / CRM

90%

UAT & Stakeholder Alignment

90%

Documentation

92%

Technical Skills

AI Prompt & Workflow Design

90%

Python / API Integration

82%

Cloudflare / Docker / Nginx

80%

Knowledge

  • Dynamics 365
  • CRM
  • Power Platform
  • Business Central
  • AI Workflows
  • Prompt Design
  • Cloudflare
  • Docker
  • UAT
  • BI Thinking
  • Documentation

Selected Projects

Career Prep Platform

Career Prep Platform

AI Product

JD + resume input becomes a targeted prep pack with resume notes, company brief, and interview Q&A.

Public sector CRM migration

Public-Sector CRM Migration

Dynamics 365

Migrating legacy CRM logic into a cleaner Microsoft cloud operating model.

Enterprise digital transformation

Enterprise Digital Transformation

CRM + ERP

Modernizing disconnected sales, service, finance, warehouse, and BI workflows.

FNOS and Cloudflare deployment

FNOS Local Web Server

Cloud / NAS

Docker, Nginx, Python service, Cloudflare Tunnel, and static site hosting on local NAS.

Industry Insights

Notes from a practical delivery angle: what changes for business users, what becomes easier to automate, and what still needs careful process design.

CRM + AI

AI in CRM works best after the process is clear.

Copilot-style features can summarize, route, and recommend. They still need clean ownership, reliable data, and agreed escalation rules.

Dynamics 365

Contact centers are moving closer to knowledge management.

Service work is no longer only about answering cases. It is about connecting profile, history, knowledge, channels, and follow-up actions.

Power Platform

Low-code is strongest when governance is visible.

Power Apps and automation are useful because business teams can move faster. The tradeoff is needing naming, ownership, and environment discipline early.

AI Projects

A demo should show the workflow, not only the model.

Useful AI demos explain inputs, limits, outputs, cost controls, and where human review fits. That makes them easier for non-technical users to trust.

AI Work

Career Prep Platform

The first public demo is an AI-assisted career preparation workflow. It accepts a company, target role, region, job description, and resume, then produces a practical starter pack for English-market interview preparation.

The product thinking behind it matters: daily role limits, downloadable Markdown/TXT output, a 30-day retention model, and a clean separation between user-facing results and internal prompts.

Open Project Overview Try Workflow

Inputs

JD + Resume

Outputs

4-Pack

Guardrails

3 / Day

Contact

Canada

[email protected]

LinkedIn / kaixiaocan

Open to consulting conversations

How Can I Help?

I am interested in CRM modernization, Dynamics 365 delivery, AI-assisted business workflows, and practical prototypes that help teams understand a process faster.

For the quickest context, send the business problem, current system landscape, user group, and the decision you are trying to make.

Email Me Connect on LinkedIn