Alfred Marx-Senior Consultant | Digital Transformation & Strategy | Agentic AI | Expert Witness

Development of an AI console for integration into different open source solutions (ERP, CRM..)

Development of the target architecture Integration of different AI platforms (ChatGPT, Anthropic, Perplexity) Workflow with cross-platform use of 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

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Proof of concept to reduce system complexity and simplify the architecture

Project goal The main goal of this project is to carry out a proof of concept (PoC) to reduce system complexity and simplify the existing IT architecture of a travel company with a complex infrastructure. This is intended to increase the efficiency of IT processes, lower maintenance costs, and enable better scalability and flexibility.

Project description The travel company has a grown, complex system landscape with a large number of applications that have been developed and integrated over the years. This complexity leads to higher maintenance effort, high operating costs, and limited flexibility when introducing new functions or services. The goal of the project is to analyze the existing IT infrastructure, identify optimization potential, and demonstrate the feasibility of a new, simplified architecture by building a proof of concept for the booking journey.

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 goal 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 focus is placed on the challenges and requirements of communication between the shore-side systems and the ships.

Project scope

• The analysis includes the following main components:
• Survey of the existing system landscape:
• Inventory of the IT systems onshore and onboard (ERP, CRM, booking systems, onboard management systems, communication platforms, etc.).
• Analysis of the technologies and interfaces used, including satellite communication and IoT-based systems onboard.
• Identification of integration and communication interfaces:
• Examination of the existing interfaces between the shore-side and onboard systems.
• Analysis of data flows and communication protocols to identify possible bottlenecks and latencies.
• Evaluation of the architecture components:
• Assessment of the current system architecture in terms of efficiency, scalability, and security.
• Identification of weaknesses and potential risks, especially with regard to land-ship communication.
• Development of optimization approaches:
• Suggestions for improving system integration and the communication architecture.
• Recommendations for introducing new technologies or optimizing existing processes to improve data synchronization and reduce latency.

• Industry: Mining construction machinery manufacturers
• Environment: International (North America, South America, Europe, Asia)
• Focus: Creating a potential-based customer assessment for sales optimization
• Analysis of the current situation and existing data sources
• Requirements management
• Consolidation of different CRM data sources
• Design and implementation of an algorithm for automated potential analysis, share-of-wallet
• Design and implementation of a solution for assessing the potential of competitor companies
• Presentation to management
• Project planning and controlling
• Tools/Products: Various legacy and CRM systems, SAP, Frappe Framework (basis of ERPNext), ERPNext CRM

Initial situation and problem statement

• Companies in the banking, retail, waste disposal, and fuel station sectors faced the challenge of adapting their point-of-sale systems to rising demands in digitalization, process reliability, performance, legal compliance, and user-friendliness.
• Different business processes, heterogeneous IT landscapes, and growing requirements for integration, security, electronic payment methods, and regulatory rules required a realignment of the existing POS solutions and processes.

Project goal

• Development, rollout, and optimization of industry-specific POS solutions to improve business processes at the point of sale, increase process quality, integrate with existing backend, ERP, and payment systems, and ensure an economical, compliant, and future-proof system landscape. Activities
• Overall project lead and hands-on work across all project phases
• Analysis of existing business and sales processes at the point of sale
• Collection and specification of business and technical requirements together with the relevant departments
• Design and development of industry-specific POS solutions for banks, retail, and waste disposal companies
• Analysis and optimization of POS processes for a fuel station chain
• Definition of new process flows and standardization of branch processes
• Creation of business and system concepts
• Management of interdisciplinary development and project teams
• Coordination of external service providers and software vendors
• Integration of POS systems into ERP, merchandise management, CRM, and backend systems
• Design and connection of electronic payment systems (EFT/POS terminals, card payments, and payment service providers)
• Integration of payment processes into the existing POS and backend system landscape, taking into account high security and availability requirements
• Design and implementation of the connection to technical security devices (TSE) in line with the Cash Register Security Ordinance (KassenSichV)
• Implementation of the requirements of the Digital Interface of the Tax Authorities for Cash Register Systems (DSFinV-K) to provide tax-relevant cash register data in an audit-proof way
• Ensuring compliance with legal and regulatory requirements in the cash register environment
• Planning and execution of tests, pilots, and rollouts
• Quality assurance as well as management of defect, change, and release management
• Conducting user training and supporting change management
• Project controlling, risk management, and stakeholder management through to successful project completion

Result

• By developing and rolling out modern, industry-specific POS solutions and optimizing sales and service processes, process lead times were reduced, usability was improved, system stability was increased, and seamless integration into existing ERP, backend, and payment landscapes was ensured.
• The connection of electronic payment systems and the implementation of the legal requirements around KassenSichV, TSE, and DSFinV-K ensured secure, audit-compliant, and future-ready operation of the cash register systems.
• The solutions form the basis for efficient, standardized, and economical point-of-sale processes.

Financial consolidation for an international software vendor with MS Dynamics

Project goal The goal of the project is to implement a central financial consolidation solution for the international software vendor using Microsoft Dynamics. This is meant to increase the efficiency of financial processes, ensure compliance with international accounting standards, and create a consistent, transparent data base for financial decisions.

Initial situation The software vendor operates internationally and uses different financial systems, some of which require manual processes and make consistent reporting difficult. The existing financial consolidation is time-consuming, error-prone, and not optimally integrated into the existing company processes.

Project scope:

• Analysis of existing financial processes and identification of optimization potential
• 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
• Ensuring compliance with IFRS and other relevant accounting standards
• Training of finance teams in using the new platform
• Test phase and phased go-live
• Acceptance of the consolidation solution by an auditing company