Philipp Scholl-Process Manager – M365 Dynamics CE / CJI Marketing
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Experience
Process Manager – M365 Dynamics CE / CJI Marketing
Ecclesia Holding GmbH
- Analysis, structuring, and optimization of all marketing processes in Microsoft Dynamics 365 Customer Engagement and Customer Insights
- Conducting cross-functional workshops with marketing, sales, and IT to convert scenarios into customer journeys
- Modeling processes in BPMN with technical and manual triggers
- Technical implementation of journeys in Dynamics 365 Customer Insights for automated marketing actions
- Ensuring measurability through lead generation and handling criteria
- Creating comprehensive documentation in Confluence and decision templates for management
Business Analyst – M365 Dynamics Customer Service
Ecclesia Holding GmbH
- Evaluating the technical capabilities of M365 Dynamics Customer Service
- Breaking down functions into clear sections for technical colleagues
- Setting up a test environment and preparing use cases
- Prototyping phase to assess practical feasibility and identify challenges
- Creating comprehensive documentation of all analysis results and tests
- Regularly informing and involving key stakeholders in decisions
- Preparing management presentations to compare Dynamics 365 Customer Service and Jira Service Management
Business Analyst – Insurer Interfaces
Ecclesia Holding GmbH
- Analyzing and documenting requirements from insurers after annual meetings
- Specifying general requirements and specific requirements for external service providers
- Creating functional concepts, reviewing them in interviews, and integrating feedback
- Designing BPMN processes, detailed Confluence documentation, and management presentations
- Deriving epics and user stories, refining with developers, and assigning tasks based on strengths
- Coordinating the handover to testing teams, planning and tracking bug fixes and test approvals
Business Analyst – M365 Dynamics CRM
Ecclesia Holding GmbH
- Eliminating structural and documentation deficits at the start of the project
- Providing templates and standards for stakeholders and project team members
- Switching the working method to SCRUM
- Analyzing requirements from various departments with documentation and preparation for the steering committee
- Supporting the Product Owner with the technical implementation of functional requirements
- Developing and implementing a communication concept and conducting training to increase acceptance
- Developing and implementing a project controlling concept and creating management templates
Product Owner – Insurer Interfaces
Ecclesia Holding GmbH
- Gathering and documenting requirements from insurers after annual meetings
- Specifying general requirements and specific requirements for external service providers
- Creating and reviewing functional concepts in interviews with fellow Product Owners
- Designing BPMN processes, Confluence documentation, and management presentations
- Deriving epics and user stories, refining with developers, and assigning tasks based on strengths
- Coordinating the handover to testing teams, planning and tracking bug fixes and test approvals
Technical Product Owner / Requirements Engineer - Entertainment Online Services
Automotive
- Requirements engineering based on stakeholder requirements and market research
- New concept design and sketching of possible services as an MVP for vehicles
- Presentation and approval of solutions to stakeholders and decision-makers
- Quality assurance processes in collaboration with POs and staff departments
- Focus on customer journey, customer value, and data privacy/protection
- Creating mock-ups, sagas, epics, and stories with international dev teams
- Performance tracking by defining KPIs and implementing them in suitable tools
- Supporting test case design, end-to-end test models, standard test apps, and the group's test strategy
IT Asset and Outsourcing Owner - Ownership of home financing tools and partnerships
ING Deutschland GmbH
- Supported the project of a real estate valuation tool to integrate into eight external financial service platforms
- Created synergies between the bank and financial service providers for uniform property valuations
- Introduced a new sales platform for 5,000 partners, including migration and training planning
- Ensured compliance by creating evidence and authorization concepts
- Conducted service control boards with providers and implemented SLA monitoring
- Handled price negotiations due to ongoing inflation
- Performed outsourcing controls and prepared audit documents for third-party assets
Business Analyst / Product Owner – Customer portals for B2B end customers
Ecclesia Holding GmbH
- Conducted workshops to identify missing and improvable functions
- Created the roadmap for the MVP, subsequent releases, and timeline
- Held steering committee meetings for development status, roadmap, and sales topics
- Continuously collected customer feedback and prioritized it into user stories in the Jira project
- Optimized existing BPMN processes for back office and consultants
- Developed and implemented an open API for data integration and external claims reporting
- Developed and executed a sales plan for existing customers
Lead Consultant - Sales and consulting in the area of digital customer portals for B2B end customers
Ecclesia Holding GmbH
- Sales and consultant for digital customer portals across large, medium, and small customers for claims and contract management
- Advised on insurance processes within the company
- Initiator and implementer of several internal projects to ensure the company's future viability
- Acted as translator between customers and the technical team, turning feedback into features
- Active marketing and networking for the IT product ecconnect
- Created presentation materials, promotional website, and sales/rollout process
- Developed a consulting software to support consultants
- Conducted external and internal training and provided technical support
- Set up an OTRS and Jira Service Management ticketing system with a knowledge base and self-information system
- Provided subject-matter leadership to other consultants
- Serviced large hospital groups, DAX companies, dioceses, and welfare associations
- Responsible for data protection and order processing
Industry Experience
See where this freelancer has spent most of their professional time.
Experienced in Insurance, Information Technology, Automotive, and Banking and Finance.
Business Area Experience
See which departments and functions this freelancer has contributed to most.
Experienced in Information Technology, Marketing, Sales, Product Development, Project Management, and Quality Assurance.
Skills
- Project Management.
- Jira
- Confluence
- Bpmn
- Scrum
- Kanban
- Ms Office
- Development Teams
- Compliance
- Etc.
Languages
Education
Bachelor of Science · Process Management – Business Informatics in the Banking and Insurance Industry
Certifications & licenses
Microsoft Dynamics 365 CRM Fundamentals
SCRUM Master & Product Owner Certification (Foundation)
Statistics
Experience
Expertise
Qualifications
Profile
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Actual rates may vary depending on seniority level, experience, skill specialization, project complexity, and engagement length.
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Professionals working in or nearby Lemgo, Germany
