Van Thang Doan (William)

Business & Systems Analysis

• Elicited and documented functional and technical requirements for a provincial Green Growth Index management platform, including field-level data validation rules (data types, permitted ranges, dependency logic) that prevented invalid entry at source and improved data quality across 3 participating provinces.
• Designed dashboard and reporting requirements and wireframe templates that guided the vendor's build of the platform's in-app reporting module.
• Authored user-centric UAT scenarios and executed end-to-end system testing; logged and triaged defects with the vendor through to resolution. The platform was successfully deployed and handed over to provincial government users.
• Mapped end-to-end approval workflows as swimlane process diagrams, standardising document review and sign-off between university institutes and the Ministry of Education for VinUniversity's Master's and PhD program accreditation submission.
• Developed technical requirement specifications and a weighted vendor evaluation scorecard for a province-wide English learning application (Khanh Hoa Province), enabling an objective, criteria-based supplier selection.
• Defined feature catalogues, navigation logic and database requirements for external web development vendors, ensuring downstream integration compatibility with university and corporate group systems.

Data & Research

• Built and analysed a benchmarking dataset of curricula from leading global universities, comparing learning pathways, course structures and credit loads; translated findings into recommendation reports used by academic institutes to design internationally aligned programs.
• Coordinated a team of 30 student research assistants across literature reviews, data collection and quality checks, plus delivery of the centre's flagship academic conferences and visiting-researcher programs.

Financial Planning & Control

• Owned annual budget planning for the centre, building bottom-up cost models for each research stream and event.
• Managed budget execution end-to-end in SAP — raising spend approval requests, drawing project funds, processing contractor invoices and casual staff payroll — maintaining full-year spend within the approved budget.

CRM & Admissions Analytics (3-month rotation — Admissions Department)

• Administered the applicant database in Salesforce, maintaining data integrity across 2 applications and ensuring accurate pipeline records throughout the admissions cycle.
• Configured Salesforce reports and structured Excel extracts with pre-built filters and ranking views, enabling admissions officers to self-serve candidate shortlists and identify high-calibre applicants for scholarship counselling without raising ad-hoc data requests.
• Designed a counselling status tracker capturing stage-by-stage progress for every applicant, giving the team real-time visibility of funnel conversion and follow-up priorities.

• Conducted market and Business Model Canvas analysis for the company's e-learning platform; identified an underserved Grade 6–9 (lower secondary) segment with distinct learning behaviours from the saturated Grade 10–12 market, and repositioned the product roadmap around that segment.
• Designed and built the platform's master curriculum database, structuring Vietnam's secondary and high school syllabus into a normalised hierarchy of subjects → lessons → exercises to serve as the single source of truth for content delivery.
• Specified front-end field logic, selection rules and navigation flows — defining what each control displays, what conditions drive each pathway, and how users reach the correct learning content — and handed these to engineering as build-ready requirements.
• Ran customer experience research across 2 secondary schools, designing a structured evaluation instrument scoring each feature, UI element and completeness dimension; synthesised 300 responses into a prioritised list of product gaps and recommended fixes adopted in the following release cycle.

• Managed a portfolio book of 20 clients with US$5M in assets under management, delivering an average annual return of ~23%.
• Produced macroeconomic, political and sector outlook research reports, translating top-down analysis into actionable sector and single-stock recommendations for retail investors.
• Performed technical analysis using RSI, MACD, Bollinger Bands, SuperTrend, Elliott Wave and trend-channel/triangle patterns to set entry, exit and target price recommendations.
• Extracted and analysed client transaction data from the BDVPS trading platform to profile trading behaviour, distinguishing rules-based from emotionally driven activity; used the findings to segment clients and deliver tailored coaching that reduced churn-style overtrading.
• Profiled each client's financial position and risk appetite to construct personalised, risk-adjusted portfolios.

Risk Management Framework (designed and applied across the client book)

• Built a goal-based risk capacity model for each client: mapped primary and secondary monthly income streams, quantified committed and non-discretionary expenditure, set a required emergency-reserve ratio, and derived the genuinely investable surplus — ensuring only discretionary capital entered the market.
• Anchored each portfolio to the client's 5–10 year financial objectives, then calculated the maximum loss that client could absorb without compromising those objectives — sizing risk to capacity rather than to sentiment.
• Structured portfolios on a core–satellite allocation: a defensive core of large-cap blue chips selected on attractive P/E, sustainable earnings growth and confirmed technical trend, paired with a satellite sleeve of momentum names attracting strong capital inflow for short-term growth.
• Enforced a staged entry (scaled DCA) discipline — an initial deployment of only 15–20% of the allocated position at the identified accumulation zone, with further tranches released only once the uptrend was confirmed. This capped the loss on any incorrect entry at 5–7% of the opening tranche, or ≈1% of total investable capital per failed entry.