Jiaxin Xie, Product Manager in London, United Kingdom
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Jiaxin Xie

Verified Expert  in Product Management

Bio

Jiaxin is a Certified Scrum Master (CSM) and an Agile Certified Product Manager and Product Owner (ACPMPO). With a master's degree in finance, she started her career in FactSet, an American fintech company, customizing the software to fit the client and users' requirements. Since then, Jiaxin has been freelancing for different consultancies and has worked on many exciting projects related to data and AI across B2B and B2B projects.

Project Highlights

AI-powered Content Recommender System
Led the development of an AI-powered internal content recommendation system for a nonprofit organization, from problem discovery and solution design to application implementation, testing, and launch.
AI-powered Regulation Navigator and Quality Management System
Managed a five-month POC project, conducting market research, user research, product design, user testing, and managing development.
AI-powered Legal Tech Software for Lawyers
Led the design and development of AI-powered legal tech software, from idea generation and user and stakeholder interviews to product design, development, and launch.

Expertise

  • Agile
  • Business Analysis
  • Data Analysis
  • Economics
  • Microsoft Power BI
  • Product Management
  • Scrum Master
  • User Research

Work Experience

Senior Product Manager and Business Analyst

2019 - PRESENT
Qualimental Technologies
  • Led phase 1 (feasibility study) and phase 2 (prototype development) of an intelligent regulation analysis application for BEIS, a UK government department that uses AI to analyze regulations automatically and enables data visualization for analysis.
  • Managed the design and development of an AI-based content recommendation system for a nonprofit organization to recommend the next step for innovators—a workflow automation tool integrated with a Chrome Gmail extension and a web application.
  • Led the design and development of a business intelligence platform for an event platform (marketplace) that centralized their data sources and designed the Power BI dashboard to visualize user interaction, conversion, and transaction rate.
  • Conducted the requirement discovery for a UK government agency to modernize their corporate systems, namely the financial management system, HR systems, and project management, including interviews, process flow, and recommendation reports.
  • Led requirements gathering for an aircraft manufacturer to redesign their sales and forecasting application, including a focused interview, user stories workshop, and user journey map, and specified the requirements and improvements for the system.
  • Managed the design and development of content management systems (CMS), file sharing and editing systems, and websites and intranets for a department at Cranfield University and WAAM3D, an additive manufacturing company.
  • Oversaw the design and development of AI-powered legal technology software for lawyers to conduct legal research and contract review.
  • Led the idea generation and management for a reinsurance (financial services) company to utilize the latest technologies like GenAI (e.g., LLM, OpenAI) to help in different business use cases.
  • Leveraged my expertise in Power BI and BI reports to craft dynamic management dashboards tailored for stakeholders. These dashboards are powerful tools for analyzing our product intelligence's operational intricacies and performance metrics.

AI Product Manager

2018 - 2019
AISSA Labs
  • Conducted qualitative user research with focus interviews, quantitative user research through surveys, and market research with competitor analysis. Created product concepts that met users' needs and MVP features.
  • Wrote the application of the product for the EU Horizon 2020 feasibility assessment (phase 1) and got the "Seal of Excellence," securing funding to develop the MVP and conduct market testing while managing the development and final reports.
  • Designed the initial flow of the B2C chatbot to help consumers find suitable computers and the B2B chatbot to help companies manage their customer support online more efficiently.
  • Led the market testing of the MVP, including launching and managing user and market testing campaigns in Facebook, Google, and LinkedIn advertising platforms, analyzed the results, and completed reporting.

Technical Project Manager

2017 - 2018
Termitnjak
  • Coordinated with clients to translate business demands into technical and analytical requirements to build the custom data processing and engineering process and the final data visualization reports.
  • Led the project scope definition and managed the design and development team to develop various websites and intranets for different businesses, including eCommerce, government institutions, and academics.
  • Managed the design and development of various content management systems (CMS) for many universities, from gathering requirements of different stakeholders and users, specifying features, and managing the development to testing and launch.

Senior Consultant

2015 - 2017
FactSet
  • Led the product implementation for a large asset management company, including custom trade data integration, a specialized portfolio analytics set up, a customized portfolio performance analysis application set up, and a custom research workflow.
  • Managed the custom risk model set up for a large fund management company, including analyzing the needs of different users—such as fund managers, quantitative analysts, and performance analysts—and customizing the application.
  • Led the application's roll-out to 500+ users in a wealth management company, including customizing the solution workflow for different teams—research, investment, and risk—coordinating with engineers and providing training sessions.

Project History

Smart Regulation Analysis Application for a UK Government Department

Managed the innovative application design and development from scratch to development, testing, and launch. It successfully passed a rigorous assessment by the UK's Government Digital Service.

Better Regulation Executive (BRE) is a unit within the UK's Department for Business, Energy, and Industrial Strategy (BEIS), and they lead the regulatory reform agenda across government agencies.

Regulation build-ups and changes have made it difficult for policymakers to understand the regulatory landscape, affecting better regulation design. Therefore, BRE is seeking technological solutions to help analyze the cumulative effect of different regulations on business more efficiently.

The solution enhances regulation metadata through natural language processing (NLP), a data science and AI technique, and its back-end API and database. It contains two main sections:

• The "Analysis" section lets users analyze the existing stock of regulations using search, data filter, and visualization, such as pie charts and stacked bars.
• The "Simulation" section enables users to create a draft regulation and analyze its impact on different businesses, for example, visually through charts and contextually through similar or related regulations detected.

This project has two phases:
• Phase 1: a 3-month feasibility study
• Phase 2: a 12-month prototype development

Stock Management and Sales Forecasting Application for an International Aircraft Manufacturer

Led the redesign and improvement development of a stock management and sales forecasting application (internal app) so managers could see how many components should be manufactured by assessing the current stock level and future demand.

The international aircraft manufacturer has manufacturing and selling sites worldwide in different cities and countries. To manage the manufacturing, logistics, stocking, and selling more efficiently, they needed to redesign the internally used applications to facilitate resource planning and forecasting management.

I started by analyzing their current workflow and app, interviewing different users and stakeholders, designing the solution improvement direction, and managing the development team, including a data engineer, a full-stack developer, and a data architect.

AI-powered Content Recommender System

Led the development of an AI-powered internal content recommendation system for a nonprofit organization, from problem discovery and solution design to application implementation, testing, and launch.

The nonprofit organization is an agency that needs to help innovators grow by giving them support. It needed to increase its impact without significantly raising its headcount. Therefore, a system was required to help its consultants respond more efficiently to innovators' inquiries.

I started by understanding their current workflow by interviewing different roles in the organization and determining the feasibility of using AI with the data scientist. Then, I designed the solution direction: a web application plus a Chrome Gmail add-on. I worked with the UI/UX designer to design the solution and with the tech team, including the front- and back-end developers, to build the application, conduct internal and user testing, and launch and support.

AI-powered Regulation Navigator and Quality Management System

Managed a five-month POC project, conducting market research, user research, product design, user testing, and managing development.

This SaaS application includes regulatory navigation and a quality management system for medical device and pharmaceutical product manufacturers. The application uses NLP and machine learning to automatically analyze applicable regulations specific to medical device or pharmaceutical product development stages, from R&D to pre-market to post-market surveillance.

The application is powered by state-of-the-art AI that helps users classify medical device classes and find suitable SNOMED/GMDN terminology. The application includes a quality management system that supports companies during the whole lifecycle of product development: market and clinical feasibility, clinical trials/evaluation/investigation, company policy assessment, incident/compliance management and analytics, inspection checklist, supplier and distributor management, etc. The application also incorporated a training management system to make it easy for businesses to ensure all staff members have the proper training and qualification level.

Customer Behavior Insights Analysis for a Sustainable Consumer Goods eCommerce

Analyzed the current performance, identified key metrics, and managed data engineers and data scientists to develop intelligence reports to determine the profile for the most and least valuable customers, churn analysis, basket size, etc.

The client is an eCommerce startup for sustainable consumer goods: natural home, personal care products, plastic-free and refill packaging, etc. For their marketing team to increase the conversation rate and run a better-targeted campaign, they needed to have a more in-depth analysis of customer behavior.

I analyzed their business model, target customer bases, and current performance, identifying key data points and metrics to measure and study. I managed the data engineers, who transformed the data from different data sources (i.e., their different channels), and the data scientists, who performed the analysis and produced the insight reports. I helped them identify their loyal, repeat customers and their most common order content to target the most valuable customers better. I also helped them to identify their least valuable customers and the common order categories so that they could save costs on the least valuable customers. I analyzed the one-time buyers' behavior to understand their churn and what might cause the customers to leave the site.

Corporate Legacy Systems Replacement (HR, Finance, and Planning)

Replaced the legacy corporate systems (HR, finance, and planning) with new systems, from requirements discovery to specification and solutions.

The client is a government agency using legacy corporate systems (HR, finance, and planning) that require replacing modernized systems.

WORK DONE
• Conducted the requirement discovery about replacing their corporate systems, namely the financial management system, HR systems, and project management, including interviews, process flow, and recommendation reports.
• Created the documentation of the current system, user profile, and workflow;
• Managed workshops with different teams (e.g., the finance team, the HR team, and the project team) to understand their specific requirements regarding the system they must use.
• Specified the user stories and specifications for the required replacement system and coordinated the search for and evaluation of suitable replacement systems.

On-demand Apparel Production and eCommerce Platform

Conducted user and market analysis to uncover the needs of fashion designers to produce custom-made clothing for consumers and designed the first MVP that combines custom production and customer orders.

The client is a fashion startup that wants to build a platform to produce on-demand custom-made clothes from different designers for different customers.

I conducted user interviews with the three main types of users to understand their needs.
• Fashion designers who want to list their designs on the platform and use the service to manufacture the clothes and sell them to customers.
• Studios that want to supply and produce clothing for fashion designers according to their patterns and specified materials.
• Consumers who wish to have custom-made clothing from their designers.

I translated the user requirements into technical requirements, specified the first MVP features, and managed the development of the first MVP.

AI-powered Legal Tech Software for Lawyers

Led the design and development of AI-powered legal tech software, from idea generation and user and stakeholder interviews to product design, development, and launch.

I spearheaded the inception, design, and execution of a groundbreaking AI-powered legal technology platform, transforming the landscape of legal research for lawyers. My leadership was instrumental from the initial conceptualization through to the successful market launch, navigating the project through comprehensive stages of idea generation, in-depth interviews with users and stakeholders, and meticulous product design and development.

I leverage advanced extractive and generative AI technologies to analyze a vast array of regulations and case law. This innovative approach not only enhances the efficiency and effectiveness of legal research but also equips legal professionals with unprecedented insights, facilitating a more informed decision-making process.

My role involved orchestrating the ideation process and conducting rigorous market and user research to validate our solution's feasibility and desirability. I led a dynamic team in the product's design and development, ensuring that every feature resonated with our user's needs and industry standards. Post-launch, I remained deeply engaged with our user base, actively seeking feedback to uncover pain points and identify opportunities for further refinement and enhancement.

Exploring GenAI Use Cases in Reinsurance Company

Led the exploration of the different use cases of GenAI for different units in the businesses.

The client is a large international reinsurance broker with a business intelligence team to manage the data function. I led the R&D team with senior NLP data scientists to explore the use case of generative AI (e.g., LLM, OpenAI) for businesses (e.g., contract analysis) for different purposes, such as operational efficiency improvement and risk mitigation.

Centralized Business Intelligence for Event Planning Platform

Spearheaded the integration of diverse data sources into a centralized business intelligence (BI) platform for a leading cloud-based venue search platform, enhancing data accessibility and strategic decision-making.

The client is a cloud-based venue search platform. Recognizing the need for a more cohesive approach to data analysis and insight generation, I orchestrated the integration of disparate data sources, including Azure search log, an internal database, and Google Analytics, into a singular, centralized BI database. I led the data engineering team to design and implement a robust, automated data processing pipeline. This pipeline facilitated the periodic extraction of critical data needed to compute key performance indicators (KPIs) while also ensuring the data underwent essential transformations—such as filtering, cleaning, and format standardization—to become analytics-ready.

I ensured that once data was preprocessed and stored in the centralized BI database, it was then accessible for comprehensive exploratory analytics. To make these insights actionable and easily interpretable for stakeholders, I led the development of interactive dashboards and reports using Microsoft Power BI. The Power BI dashboard empowered the client to effortlessly access, view, and export reports for high-level meetings and provided them with the tools to drill down into the data on demand.

Business Intelligence Revolution for Music Industry

Led the design and development of predictive analytics and AI-driven tour planning to maximize tour planning efficiency.

• I spearheaded the development of an innovative business intelligence solution for a platform serving musicians and venues. We constructed a comprehensive database with over 500,000 global music venues, sourcing data from public networks like Facebook, Songkick, and Google Places.
• Automated data integration: Implemented an ETL solution to continuously update the database with new venues and events, storing daily information in a PostgreSQL database.
• Predictive analytics for strategic opportunities: Developed sophisticated predictive models to identify new opportunities for artists and venues. This included creating genre profiles for venues and artists and analyzing historical data on sentiment, popularity, attendance, and revenue.
• AI-driven tour planning tool: The culmination of this project was an AI tool that aids artists in planning low-risk, successful tours and empowers venue managers to organize profitable events. This tool relies on data-driven recommendations, significantly optimizing event success rates.

Consumer Engagement and Review Software

Managed multi-faceted software for retailers to establish campaign requirements, oversaw admin tools for campaign management, logistics, and delivery partnerships, and enabled consumer participation in campaigns, product selection, and reviews.

The company specializes in providing software solutions that facilitate collecting and displaying diverse user-generated content (UGC) on eCommerce websites. The services encompass product ratings and reviews, Q&A sections, product sampling, visual and social content integration, consumer insights, social commerce, and social publishing.

As a product manager, I spearheaded the development and management of a robust software platform that:

• Enabled retailers to create and manage targeted campaigns, including audience segmentation and performance monitoring.
• Provided logistics and delivery solutions to ensure efficient product distribution.
• Facilitated seamless communication between retailers and consumers.
• Included tools to assess the quality of reviews and gather post-survey insights.
• This comprehensive platform empowered brands to enhance consumer engagement, improve product visibility, and drive sales through authentic user-generated content.

Education

2013 - 2014

Master's Degree in Finance

Manchester Business School - Manchester, United Kingdom

2009 - 2013

Bachelor's Degree in Finance

South China Normal University - Guangzhou, China

Certifications

AUGUST 2021 - PRESENT

Certified Scrum Master

Scrum Alliance

DECEMBER 2019 - PRESENT

Agile Certified Product Manager and Product Owner (ACPMPO)

The Association of International Product Marketing & Management (AIPMM)

Skills

Tools

Microsoft Power BI, Slack, Excel 2010, Financial Data, Tableau, Google Analytics, HubSpot, Google Data Studio, Jira

Paradigms

Agile, Scrum, User Testing, Requirements Analysis, Data Product Management, Agile Product Management, Agile Project Management, Design Thinking, B2C

Platforms

Mixpanel, Shopify

Other

Microsoft PowerPoint, Scrum Master, Data Analysis, Business Analysis, Product Management, User Research, Product Owner, Lean Product Manager, Digital Product Development, Data Integration, Web Project Management, Budget Management, User Interviews, B2B Product Management, IT Business Analysis, Data Visualization, Requirements & Specifications, Business Requirements, Stakeholder Interviews, Chinese-English Translation, Finance, Economics, Econometrics, Accounting, Management, Corporate Finance, Investments, Investments & Risk Management, Investment Banking, Derivatives, Risk Modeling, Scrum Coaching, Financial Management, Financial Modeling, Risk Analysis, IT Project Management, Digital Marketing, IT Product Management, Data Product Manager, Marketing Analytics, Project Management, Data Analytics, Digital Production, Product Ownership, Quality Management, Technical Project Management, Data Migration, Management Accounting, Investment Analysis, Alternative Investments, Website CMS, New Product Development, Legal Technology (Legaltech), Analytics, Technical Product Management, Chrome Extensions, Recommendation Systems, Web Product Management, Roadmaps, Product Discovery, User Needs, Machine Learning, Natural Language Processing (NLP), Competitive Intelligence, Presentations, User Stories, Product Roadmaps, Conceptualization, Dashboards, Data Collection, Digital Transformation, Ideation, Minimum Viable Product (MVP), Planning, Progress Reporting, Validation, Mobile Apps, Startups, Data Science, Data Science Product Manager, Smartsheet, Web Marketing, Customer Analysis, Consumer Insights, Customer Insights, Apparel & Accessories, Fashion, Documentation, Document Management, Artificial Intelligence (AI), Product Strategy, Business Cases, Product Vision, Project Coordination, Project Delivery, Risk Management, Team Management, Technology Trends, Staffing, Use Cases, Vendor Management, Management Consulting, Playbook, Program Management, Consumer Applications, Entrepreneurship, ROI, Revenue Strategy, Predictive Analytics, Predictive Modeling, Market Research, Project Planning, Business Planning, Data Gathering, Data Mining, Product Design, Market Assessment, Pitch Decks, Design Strategy, Innovation Strategy, Ideation Workshops, Workshops, Innovation, UX Workshops, Product Lifecycle Management (PLM), Strategy, End-to-end Implementation (E2E), Go-to-market Strategy, Fintech, Fintech Consultant, APIs, System Requirements, User Experience (UX), Wireframing, Customer Discovery, Product Launch, User Validation, Monetization Models, Collaboration, Monetization, Business Models, Financial Systems, eCommerce, SaaS, Feature Prioritization, Agile Leadership, B2B, Product Consultant, Process Improvement, Product Requirements Documentation (PRD), Marketing, Technical Writing, Discovery Workshops, Human Resource Management Systems (HRMS), Human Resources (HR), Payroll & Benefits, Backlog Grooming, Backlog Management, Feature Backlog Prioritization, Feature Roadmaps, Mobile App Development, Mobile Applications, User Interface (UI), Web Design, Two-sided Marketplaces, Generative Pre-trained Transformers (GPT), Interviewing, Commercialization, Business Ideas, Interviews, Data Engineering, Business Intelligence (BI), Business Intelligence (BI) Platforms, User Behavior, Web Scraping, Optimization, Technical Business Analysis, Chatbots, Chatbot Conversation Design, Large Language Models (LLMs), Discovery, Retail & Wholesale, Supply Chain, Legacy Software, Software Development, Commerce, Amazon Web Services (AWS), Product Delivery, New Product Rollout, Release Management, Android, Apple, Market Research Analyst, Market Research & Analysis, AI Product Management

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