Certified Project Management Associate (IPMA Level D)

VALUE ADDED:

The structured analysis and further development of business requirements and processes is driving the modernization of contract administration in a focused manner. Complex business matters and dependencies are made transparent, optimization potential is identified, and transferred into scalable solution approaches that enable as much straight-through processing as possible. This creates clearer and more efficient processes as well as reliable decision-making and implementation foundations for business departments, architecture, and development.

• Development of business requirements and processes for the further development and modernization of contract administration
• Creation and further development of business concepts, process descriptions, and decision-making documents for implementing new and optimized processes
• Analysis of existing processes and identification of optimization potential to simplify and scale processes
• Structuring of complex business matters in a dynamic project environment to ensure transparency and traceability for all involved
• Identification and clarification of business dependencies and interfaces, especially in interaction with adjacent systems and departments
• Contribution to business target models and development of solution approaches for new, scalable processes that also enable straight-through processing
• Leadership and moderation of business workshops to coordinate and further develop requirements with internal stakeholders from business departments, architecture, and development
• Prioritization of business topics and requirements for targeted implementation
• Support with testing, reviews, and quality assurance, including the creation and coordination of business test cases to verify the implemented solutions
• Use of SharePoint and Kanban to document and manage tasks

Nationwide service provider for occupational medicine, occupational safety, and health management with a focus on prevention, health, and digital transformation.

• Role: Responsible for building and further developing professional project portfolio management in the area of Digital Transformation & Data. Steering and supporting strategic IT and transformation projects as well as supporting the introduction and establishment of project management standards, methods, and governance structures.

Focus areas:

• Build-up and further development of IT project portfolio management
• Analysis and structuring of business and technical requirements
• Steering and coordination of cross-functional IT initiatives
• Stakeholder management at business, management, and service provider level
• Introduction and further development of project management methods and tools (including Jira, Confluence, MS Planner)
• Preparation of decision bases, target visions, and implementation concepts in the context of digital transformation
• Steering and coordination of transformation, digitalization, and organizational projects
• Preparation of decision papers and management documents for steering committees
• Running workshops and stakeholder management with business units and IT teams
• Definition of requirements for dashboards, reporting, and KPI steering
• Support in the project Wissenskompass (requirements analysis and MVP concept)
• Analysis and evaluation of AI support options in knowledge management
• Investigation of AI use cases to improve knowledge provision and use
• Consideration of AI requirements as part of the Wissenskompass concept
• Coordination with strategic business units on the further development of project management standards
• Introduction, configuration, and training of Microsoft Planner to support project and task management
• Conducting user training and supporting employees in the introduction of new ways of working and tools

Europe-wide re-platforming & centralization

• Independently created the migration concept and implementation plan for the Europe-wide centralization and consolidation of IT services for around 20 European companies as part of a re-platforming program.
• Migration assessment: analysis of the existing IT, infrastructure, application, and service landscapes of the companies as the basis for the migration strategy.
• Development of the centralized target vision and target architecture based on a modern technology stack, taking platform and containerization approaches into account.
• Design of a highly available central infrastructure in an active-active model across two data centers; consideration of cloud, infrastructure, application, CMDB, and IAM services.
• Development of the migration and transformation roadmap, including defining migration waves, dependencies, requirements, and priorities for the move from decentralized services to the central platform.
• Analysis of technical and organizational dependencies, identification of migration risks, and development of a structured approach for step-by-step migration and centralization.
• Creation of target, solution, and implementation views for each service domain; design of the end-to-end join-move-leave process as a blueprint for the European rollout (Jira/Jira Asset Management).
• Alignment of migration strategy and roadmap with European companies, management, IT, providers, and other stakeholders; presentation of the 12-month roadmap to the Managing Director Europe.

• Leading and coordinating the sales team (3 people)
• Building (digital) processes, KPIs, and controlling in sales
• Negotiating terms and planning marketing partnerships with key accounts
• Creating forecasts and setting up a CRM system

• Senior IT Transformation Consultant and Business Analyst with a focus on banking and large-scale transformation projects.

• Many years of experience in analyzing, structuring, and implementing business requirements, as well as designing target states in complex IT landscapes.

• Strong interface skills between business and IT, with a focus on translating business requirements into workable IT concepts and architectures.

• Solid experience in designing and improving end-to-end processes, as well as creating business concepts and decision papers.

• Proven project success in the areas of Identity & Access Management (IAM), post-merger integrations, IT infrastructure, and regulatory requirements.

• Confident in working with agile methods and artifacts.

Industry: digital sovereignty, public sector

Responsibilities:

• Project coordination (teams: consulting, development, testing, deployment/operations)

Products and standards:

• Jira, Confluence, Asana, Miro, Mural
• Open Source, Keycloak, Open Xchange, ownCloud

Freelance work for a large German family office

Built and further developed a modular B2B SaaS platform for professional wealth management and family offices, alongside freelance delivery of production-ready AI, data management, and automation solutions for the wealth management sector.

• Developed an AI governance framework for regulated finance and asset management workflows, aligned with DORA, BaFin-related governance expectations, and data protection requirements, including role definitions, access levels, and decision rules.
• Designed an agentic system with a locally operated open-source language model, including Qwen2.5 via Ollama, for secure querying of an asset database through text-to-SQL-to-text workflows.
• Built AI-supported analysis and reporting capabilities that generate structured answers, tables, and charts from asset data, with domain validation through resolver logic and RAG elements.
• Developed production-grade data import workflows for financial service provider data from CSV, PDF, and API sources, including validation, plausibility checks, and reconciliation with existing asset data.
• Solved the asset matching problem without a cross-system primary key through multi-stage validation rules and human-in-the-loop approvals.

Results:

• Secured EUR 250,000 in SaaS revenue in 2024, exceeding the forecast by 20%.
• Acquired family office clients with EUR 1.6bn in assets under management.
• Reduced manual effort for the largest client by approx. 3 days per month through automated data import and reconciliation processes.
• Reduced operational error risk through structured data validation, multi-stage asset matching, and human-in-the-loop approvals.

• Agile project "PEPSi annual vacation planning MVP Lite" (digitalization project).
• Definition of state transitions for the JUP Lite functionality.
• Creation of user stories for login/logout and registration.
• Quality assurance of the business-side concept.
• Preliminary analysis for the transformation from the old PersPlan to DigiPEP.
• Tools used: Signavio, MS Office (Excel, Word, PowerPoint), Jira, Confluence, Mural, Miro, Conceptboard, MS Teams, Mattermost.

• CHG Meridian AG is a financial company focused on leasing in the areas of IT technology, logistics and medical technology and is regulated by BaFin. One part of the company is Return to Remarketing, where devices delivered to the technology center (notebooks, smartphones, tablets, etc.) are prepared for resale. The project I supported was responsible for enabling damage assessment of returned lease devices, documenting them visually in the form of pictures, enabling invoicing for the customer, and making the pictures available via the in-house customer platform. This was achieved through a combination of in-house development within the internal development department and the use of SaaS products. The second project was the transition of SaaS tendering software, purchased by the business unit, into the operations of the CHG IT department. Evaluation of security questions in relation to BaFin requirements, development of an authorization concept, implementation of single sign-on, documentation of the application in the CHG systems (CMDB, iKnow, etc.) and handover into operations.

Used technologies and methods: NIS2, DORA, agile software development, Scrum, Kanban, ServiceNow, SaaS, MS Teams, MS SharePoint, Active Directory, Entra ID, CMDB, incident management, change management, request management, service level agreement

• Coaching and training of 6 agile Scrum teams
• Taking on the role of Solution Coach (leading 6 agile teams)
• Advising and coaching the program management and the Tribe Leads incl. roadmap, program, and risk control
• Implementation of the risk strategy
• Integration and establishment of agile methods in combination with the Spotify and SAFe model
• Moderation of agile events and communication of agile values and methods
• Development and implementation of team development processes
• Mentoring internal Agile Coaches in the Agile Chapter

• Responsible for the comprehensive integration of partner incentive compensation management into a transformation project based on a scaled agile framework (SAFe), ensuring consistent end-to-end implementation.
• Managed project activities and held functional responsibility as Business Requirement Owner to ensure consistent, business-oriented solutions in the transformation context.
• Analyzed, structured and quality-assured business requirements and business user stories using an internal company AI tool, including the definition of acceptance criteria.

• Analysis of affected business processes taking numerous stakeholders into account
• Interface analysis, architecture and system design
• Communicating and coordinating various subprojects and interface partners
• Creating epics and user stories, maintaining the backlog, workshops and review presentations
• Support during implementation between business departments and development
• Test management including strategy and approach definition
• Test case definition, execution and approval
• Cross-team organization of integration and acceptance tests
• Support of test environments
• Technologies and tools: Java, Angular, Kubectl, REST, AWS SNS/SQS, Kafka, S4/HANA, Bruno

• Analysis of the regulatory requirements from the DORA regulation

• Structured derivation of the necessary measures for development & operations

• Setup of an organization-wide Secure Software Development Lifecycle (SSDLC)

• Creation of policies, documentation, and governance processes

• Alignment with business, IT, compliance, and governance stakeholders

• Support in tool selection (including static code analysis, vulnerability management)

• Setup of a standardized, traceable process for secure software development in line with DORA requirements. The focus was on requirements analysis, policy creation, stakeholder alignment, and structured process design for two independent financial institutions.

• Methods & tools: regulations (DORA), requirements management, process design, Confluence, Jira, SharePoint, MS Office

• Designed and specified the technical network integration of a new business-critical application system (MUREX) in the capital markets area in a complex interface and outsourcing environment.

• Created component specifications, a catalog of measures and an implementation plan.

• Ensured proper integration of the developed results in line with the bank’s framework: IT compliance, IT security, change and release management.

• Selected and integrated a new service provider for the bank; moved critical bank applications to the provider.

• Designed, implemented and supported the new Cisco network and Fortinet security setup at the service provider data center.

• Acted as technical interface between the bank, service providers and consulting partners.

• Supported and further developed the network and security infrastructure (clients, servers, networks); performed error analysis and implemented solutions within agreed service levels.

• Analyzed and diagnosed all security and network failures, glitches and malfunctions.

• Initiated continuous improvements to ensure efficient resource use and acceptable response times for users.

• Provided network support in a financial services organization and prepared operational changes on production banking network infrastructure for both large and small projects within strict change management discipline.

• Designed, defined, tested, governed and improved engineering standards.

• Performed the role of network architect for medium to large projects involving team resources.