Alfred Marx-Senior Consultant | Digital Transformation & Strategy | Agentic AI | Expert
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Experience
Project Manager, System Architect, AI Implementation
Software
Creation of an AI console for integration into various open source solutions (ERP, CRM..)
Creation of the target architecture Integration of different AI platforms (ChatGPT, Anthropic, Perplexity) Cross-platform workflow using the AI platforms Voice input and voice output History Console-based project management Generation of custom agents (Crewai..) Integration of the agents into the AI workflow
Project Manager
Electronics Retail
Introduction of Boostpilot.ai at an electronics retail company
Project goal Implementation of a platform for sales optimization based on enriched revenue and customer data. Derivation of KPIs for planning and conducting restructuring measures. Optimization of sales territories based on potential-related analyses including AI.
System Architect, Project Manager, AI Implementation
Automotive Supplier
Boostpilot - B2B Growth Platform as a Service powered by Agentic AI
YOUR SALES TEAMS SPEND 40% OF THEIR TIME ON ADMIN TASKS. WE CHANGE THAT.
boostpilot.ai turns reactive sales into a proactive growth engine — with Potential Scoring, Digital Customer Twins and AI-powered agents. Structured. Data-driven. Profitable.
A new approach to acquiring the right new customers and expanding existing ones.
Project Manager
Tourism
Development of a booking portal based on a proof of concept (PoC) to reduce system complexity and simplify the architecture
Project goal The goal of this project is to develop a new booking portal for a travel company with a complex IT infrastructure and architecture. Based on a successful proof of concept (PoC), the system complexity should be reduced and a simplified, user-friendly architecture created to increase efficiency and lower maintenance costs.
Initial situation and challenge The travel company currently runs a booking system based on a variety of different systems and technologies. This complex infrastructure leads to high operating costs, long response times for changes, and increased effort for system integration. To stay competitive and meet customer expectations, it was necessary to simplify the architecture and reduce system complexity.
Project Manager
Tourism
Proof of concept to reduce system complexity and simplify the architecture
Project goal The main goal of this project is to conduct a proof of concept (PoC) to reduce the system complexity and simplify the existing IT architecture of a travel company with a complex infrastructure. This should increase the efficiency of IT processes, reduce maintenance costs, and enable improved scalability and flexibility.
Project description The travel company has a mature, complex system landscape with a variety of applications developed and integrated over the years. This complexity leads to increased maintenance effort, high operating costs, and limited flexibility when introducing new features or services. The goal of the project is to analyze the existing IT infrastructure, identify optimization potentials, and by building a proof of concept for the booking process demonstrate the feasibility of a new, simplified architecture.
Project manager for sales optimization using Agentic AI
Various clients
- Industry: Various clients in mechanical engineering, robotics and food & beverage
- Environment: International (North America, South America, Europe, Asia)
- Focus: Sales optimization based on potential analysis using various data sources and Salesforce integration, automated lead generation using AI, web crawling and various tools, reactivating old customer relationships
- Analysis of the current situation and existing data sources
- Requirements management
- Design and implementation of an AI approach for automatic lead generation
- Design and implementation of a crawling platform
- Integration of identified potentials into the Salesforce environment
- Data synchronization with Salesforce
- Design and implementation of a sales cockpit, including a share-of-wallet matrix and a customer heatmap using Google Maps
- Presentation to senior management
- Project planning and controlling
- Tools/products: various legacy systems, SAP, Salesforce, Frappe framework (basis of ERPNext)
Project manager
Touristik
Analysis of the heterogeneous system environment and architecture components with a focus on land-ship communication at a travel company
Project goal The project aims to analyze the complex and heterogeneous system environment of a travel company that includes both land and ship communication. The objective is to identify, assess and optimize the architecture components to ensure seamless integration and smooth data exchange between the different systems and communication platforms. Special attention is given to the challenges and requirements of communication between land-based systems and the ships.
Project scope
- The analysis includes the following main components:
- Survey of the existing system landscape:
- Inventory of IT systems on land and ship side (ERP, CRM, booking systems, onboard management systems, communication platforms etc.).
- Analysis of the technologies and interfaces used, including satellite communication and IoT-based systems on board.
- Identification of integration and communication interfaces:
- Review of the existing interfaces between land-based and onboard systems.
- Analysis of data flows and communication protocols to identify possible bottlenecks and latencies.
- Assessment of architecture components:
- Evaluation of the current system architecture in terms of efficiency, scalability and security.
- Identification of vulnerabilities and potential risks, especially regarding land-ship communication.
- Development of optimization approaches:
- Proposals to improve system integration and communication architecture.
- Recommendations for implementing new technologies or optimizing existing processes to improve data synchronization and reduce latencies.
Project manager and system architect for sales optimization using AI
Various clients
- Industry: Machinery manufacturers
- Environment: International (North America, South America, Europe, Asia)
- Focus: Sales optimization based on potential analysis using various data sources and Salesforce integration
- Analysis of the current situation and existing data sources
- Requirements management
- Data consolidation of various CRM sources
- Design and implementation of an algorithm for automated potential analysis, share-of-wallet
- Extrapolation algorithm to calculate lead potentials
- Automated share-of-wallet generation from sales data of different systems for sales optimization
- Integration of identified potentials into the Salesforce environment
- Data synchronization with Salesforce
- Automatic creation of leads in Salesforce campaigns
- Presentation to senior management
- Project planning and controlling
- Tools/products: various legacy systems, SAP, Salesforce, Frappe framework (basis of ERPNext)
System architect and technical project lead for sales optimization
Various clients
- Industry: Construction machinery manufacturer (mining)
- Environment: International (North America, South America, Europe, Asia)
- Focus: Creation of a potential-based customer rating for sales optimization
- Analysis of the current situation and existing data sources
- Requirements management
- Data consolidation of various CRM sources
- Design and implementation of an algorithm for automated potential analysis, share-of-wallet
- Design and implementation of a solution for competitor potential analysis
- Presentation to senior management
- Project planning and controlling
- Tools/products: various legacy and CRM systems, SAP, Frappe framework (basis of ERPNext), ERPNext CRM
CRM Consultant
Various clients
- Industry: Software vendor
- Environment: International (North America, Europe, Asia)
- Focus: Requirements management and project management for the implementation of Microsoft CRM
- Gathering requirements
- Preparation of requirements and evaluation matrix with the relevant departments
- Presentation to the board
- Performance reconciliation with the vendor
- Contract drafting and leading final negotiations
- Project planning and costing
- Project management and controlling
- Presentation of project status to the board
- Tools/products: Microsoft CRM
Crisis Management
Automotive Manufacturer
Crisis management for a dealer management system at a global automotive manufacturer
Project goal
Crisis management for an existing dealer management system (DMS) at a global automotive manufacturer. The DMS serves as the central platform for managing and optimizing dealer processes, including vehicle orders, inventory, customer data, services, and billing. Due to significant challenges in project execution, a structured intervention was needed to ensure completion, minimize risks, and improve the overall system quality.
Main focus areas
Crisis management and project management
- Took over project leadership to stabilize and reorganize the development project for the dealer management system.
- Analyzed the existing project structure, identified weaknesses, and developed an action plan to restore a structured and controlled project flow.
- Coordinated communication between internal and external project teams to efficiently address bottlenecks and challenges.
- Monitored project progress and provided regular reports to stakeholders on current status, identified risks, and implemented measures.
Preparation of an expert report
- Assessment of completion level: Carried out a detailed analysis of the existing system to determine the current development status. This includes reviewing implemented features, code quality, system integration, and adherence to the original specifications.
- Determination of effort: Calculated the resources used so far (costs, time, personnel) and assessed project execution efficiency compared to the original plans. The work done was documented and compared with the planned efforts.
- Conditions for replacement execution: Prepared a comprehensive report outlining the steps required to complete the system by an external service provider. This includes recommendations to optimize further development processes and ensure quality assurance.
Optimization of software development processes
- Reviewed the existing software architecture and development processes to identify improvement opportunities.
- Recommended and introduced agile methods to enable more flexible and efficient project execution.
- Implemented a risk management system to detect and address potential issues early.
Crisis Manager – Financial Consolidation
Software
Financial consolidation for an international software vendor using MS Dynamics
Project goal
The project goal was to implement a central financial consolidation solution for the international software vendor using Microsoft Dynamics. This should increase the efficiency of financial processes, ensure compliance with international accounting standards, and create a unified, transparent data basis for financial decision-making.
Initial situation
The software vendor operates internationally and uses different financial systems that require manual processes and hinder unified reporting. The existing financial consolidation is time-consuming, error-prone, and not optimally integrated into the company’s processes.
Project scope:
- Analysis of existing financial processes and identification of optimization opportunities
- Implementation of MS Dynamics Finance as the central platform for financial consolidation
- Integration of existing ERP and accounting systems into MS Dynamics
- Automation of consolidation processes, currency conversions, and intercompany reconciliations
- Ensured compliance with IFRS and other relevant accounting standards
- Trained finance teams in using the new platform
- Test phase and gradual rollout
- Acceptance of the consolidation solution by an auditing firm
Industry Experience
See where this freelancer has spent most of their professional time.
Experienced in Manufacturing, Information Technology, Food and Beverage, Tourism, Metals and Mining, and Automotive.
Business Area Experience
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Experienced in Project Management, Sales, Information Technology, Business Intelligence, Product Development, and Accounting.
Summary
Senior Consultant | Digital Transformation & Strategy | Agentic AI | Expert
- 30+ years of consulting experience in IT project management, crisis management, process optimization, and digital transformation
- 150+ successful projects across various industries and solution domains (ERP, CRM..)
- My focus is on leading complex projects, getting them back on track, stabilizing structures, and successfully implementing innovative approaches like artificial intelligence and modern solutions.
Core Competencies and Consulting Focus
- Project and crisis management
- Stakeholder management (C-level)
- Expert witness activities
- Digital transformation
- System architecture
- AI strategy
- AI solutions (AI console, tool calling, MCP, Crewai..)
- Operational excellence and process optimization
- Organizational development and change management
- Program and project management
- Experienced in enterprise and government environments
- Creation of tenders and evaluation matrices
- IT contract drafting (international) in collaboration with legal experts
Languages
Education
Telecommunications Engineering
Siemens
Computer Science
Certifications & licenses
AI Competence
IHK Coburg
Certified Data Protection Officer EU GDPR
LUTOP
IT Expert
VSD
Scrum Master
Ken Schwaber
Statistics
Experience
Expertise
Qualifications
Profile
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