Integrity. Innovation.

We strive to be the most innovative provider of CRM solutions, and a breath of fresh air to our customers.

Who We Are

Founded in 2011, we are a CRM Solutions & Services company committed to earning the trust of our Higher Education, Financial Services, and Consumer Products clients.

We are obsessed about delivering solutions on time and on budget, finding that optimal blend of innovative products and deep domain expertise.


To provide our clients with innovative solutions that utilize efficient business processes and state of the art technologies to reduce cost, ensure quality, and provide timely delivery of your CRM needs.


These are values we believe down to our core.

  • Passion
    Be passionate in what we do.

  • Responsibility
    Take ownership of our work and our actions.

  • Innovation
    Constantly find ways to innovate.

  • Mastery
    Strive to master our crafts.

  • Autonomy
    Foster critical thinking and personal autonomy.

  • Purpose
    Be purposeful with our decisions.

  • Appreciation
    Appreciate our family and the people we work with.

Our People

Meet some of the good folks at UC Innovation.

Christine Chen


Christine is CEO of UC Innovation where she is driving the company vision to be the most innovative provider of CRM Cloud solutions. She has been specializing in CRM solutions throughout her career (Oracle Siebel CRM,, CRM On Demand). Christine brings to UC Innovation her global expertise, through successful leadership in large projects and clients in USA, Europe and Asia. Prior to UC Innovation, Christine was VP of Cloud Solutions at Hisoft Technology International. In addition to Cloud Solutions she managed all CRM dual shore teams located in North America and China. Prior to Hisoft Christine served as Client Executive at Envisage Solutions, implementing CRM systems in a variety of industries including High Tech, Automotive and Finance. Christine has worked and led global projects as a consultant at TEQ International and Ernst and Young.

Ken Tang


Ken serves as the CTO of UC Innovation, leading the company in providing innovative solutions and strategies to drive CRM deliveries. He has over 15 years of experience ranging from software development, project/program management to running an entire engineering organization. He brings with him extensive expertise in network algorithms and analysis, memory and runtime optimization, software automation, and web technologies. Prior to UC Innovation, Ken received his Ph.D. in computer networks at UCLA and served as the VP of Engineering at SCALABLE Network Technologies where he managed an engineering department that was responsible for $10M in revenue for product sales and services contracts. Ken was one of the original developers of SCALABLE’s flagship products, QualNet, a scalable network simulation software that is used world-wide for network simulation and analysis.

George Wu


George is COO of UC Innovation where he is responsible for sales, marketing, customer success, business and corporate development, and legal affairs. He has held leadership roles in technology and SaaS related companies for over 20 years. In addition to UC Innovation, George is founder and managing partner of a boutique investment firm called NextLevel Management, where he invested in pre-IPO companies such as Amphastar Pharmaceuticals, and has sat on the Boards of early stage companies such as LePrix, Pivotshare, InsideUp, and Speak2Leads. Prior to UC Innovation, he was CMO of Pactera, the largest IT outsourcing firm in China with over 30,000 employees. George has a degree in Psychology from UCLA and an MBA from Northwestern Kellogg School of Management.

Andrew Whittaker

Vice President, Sales and Marketing

Andrew has over 15 years of experience assisting higher education and nonprofit clients select and implement technical solutions focused on Prospect Management, Prospect Analytics, Alumni Engagement, and Gift Management. Andrew founded Alignment Partners to deliver SaaS technology solutions aimed at addressing challenges associated with managing major gift prospects and empowering gift officers to better manage their prospect management activities. Before founding Alignment Partners, Andrew served as National Sales Manager, CRM Analytics for Kintera, Inc. (acquired by Blackbaud), a leading provider of wealth screening and analytical services. Andrew earned a Business Administration degree from Stetson University and an M.S. degree in Strategic Management from the Kelley School of Business at Indiana University.

Caroline Chang

Vice President, Community and Product Engagement

Caroline brings over 30 years of advancement experience to UC Innovation. As the former associate vice president for advancement services at Santa Clara University, she oversaw gift and biographic processing, reporting and technical services, training, and research and prospect management. She started her advancement career at Stanford University as director of young alumni and student development, then transitioned to director of annual giving for the Stanford Medical Center. She became Stanford's managing director of development operations in April 2003 and director of operations in November 2006. Outside of higher education, Caroline is passionate about animals and often thinks of becoming a veterinary technician as her next career. She is president and co-founder of The Catz Meow, an all-volunteer cat transport organization started in May 2016. Caroline holds both a bachelor's and master's degree from Stanford University, and a master's degree in business administration from the Santa Clara University.

Lori Hood Lawson

Vice President, Advancement Insights

Lori Hood Lawson has spent over 20 years helping the fundraising sector harness the power of actionable data and using CRMs to deliver these insights. She co-founded LLC and served as editor of several books, including Big Good: Philanthropy in the Age of Big Data & Cognitive Computing and The Nonprofit Buyer: Strategies for Success from a Nonprofit Technology Sales Veteran. She got her start in the sector at Florida State University Foundation, where she served as Associate Director of Prospect Research. She then joined Prospect Information Network (P!N) and had the opportunity to transition its flagship product, ProfileBuilder, to a SaaS CRM solution after Kintera’s acquisition of P!N. Many of her innovations, and those of her P!N team and colleagues, are still in use today. Lori is a long-time volunteer with Apra, serving on its Ethics & Compliance Committee, and with aasp, having served on its Committee for Best Practices in Prospect Development. She’s a frequent speaker at industry conferences and author of numerous blog posts and articles. You can find Lori on Twitter @workinglori. She lives with her husband David and their floofy corgi Cooper in Tallahassee, FL, while the kids are busy making our world a better place in various parts of the country.

Zan Turvey

Vice President, Sales

Zan has over 25 years of experience in the technology industry with 16 years of tenure being focused in the higher education sector. In addition to being a founding partner in several successful technology startups early in his career, he has held sales leadership and senior individual contributor roles in higher education technology partners including Blackbaud, Salesforce, and Oracle. Zan’s deep knowledge, experience, and passion relative to advancement and alumni relations within higher education allow him to be a trusted advisor to his clients seeking to navigate complex system selection processes and constituent relationship development challenges. As a certified pilot and avid world photographer, Zan enjoys all things related to travel and the arts.

Myndi Simo

Vice President, Functional Oversight

Myndi is an experienced project manager and software implementation leader with over 28 years of experience executing complex projects and initiatives in higher education advancement. Her passion for advancement was inspired during her 8 years at Northern Arizona University working in the Annual Fund and Advancement Services. This experience opened the door to a successful 19-year career at Ellucian where Myndi led functional implementations of their various advancement solutions. She also worked closely with the product team during initial development of the new CRM, identified implementation best practices for the services team, developed implementation support tools, and provided functional deployment support during the sales cycle. Myndi received both a B.S. in Speech Communication and an M.Ed. In Educational Psychology from NAU in beautiful Flagstaff, Arizona. She is a member of NAU's College of Education Leadership Council, serves as a volunteer recruiting future students, and has established an endowed scholarship fund in honor of her family.

Gene Tsai

Board of Directors

Gene is a tech entrepreneur, investor, and serves on the board of directors for multiple startups. He was a co-founder, US Managing Director, and SVP of cloud computing at HiSoft Technology International - a global leader in software development and services that successfully listed on NASDAQ. Prior to HiSoft, Gene served as co-founder and CEO of Envisage Solutions, a global consultancy focused on CRM and business intelligence software solutions for the Fortune 500. Gene started his career at Accenture.

Brad Tsai

Board of Directors

Brad is an Entrepreneur and Investor currently focusing on AI solutions. Brad currently serves as Co-Founder and CEO for WhatBench, a B2B platform and solutions provider that aggregates reviews for 60,000 tech services firms to help companies around the globe find tech services providers. Brad is also an advisor to Lubax where computer vision and machine learning algorithms are being developed for skin lesion analysis. Prior to WhatBench Brad co-founded Envisage Solutions, a US consultancy focused on Oracle CRM and Business Intelligence software solutions. Envisage Solutions merged with hiSoft and listed on the NASDAQ exchange. Prior to Envisage Solutions, Brad served as Director of CRM Practice for TEQ International in London, UK. Brad also served in multiple technical architect and consulting roles with Forth Tier (Keane), Ernst and Young and Accenture. Brad graduated from the University of Southern California, with a B.S. in Business Administration, Information Systems.