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 within Microsoft Dynamics 365 Customer Engagement and Customer Insights
- Conducting interdisciplinary workshops with marketing, sales, and IT to translate scenarios into customer journeys
- Modeling process diagrams in BPMN with technical triggers and manual triggers
- Technical implementation of journeys in Dynamics 365 Customer Insights for automated marketing actions
- Ensuring measurability through lead generation and processing 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
- Organizing features into concise 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 comparing Dynamics 365 Customer Service and Jira Service Management
Business Analyst – Insurer Interfaces
Ecclesia Holding GmbH
- Analyzing and documenting insurer requirements after annual meetings
- Specifying general requirements and specific requirements for external service providers
- Creating functional concepts, reviewing them in interviews, and incorporating feedback
- Creating BPMN processes, detailed Confluence documentation, and management presentations
- Deriving epics and user stories, refining them with developers, and assigning tasks based on strengths
- Coordinating handover to testing teams, planning and tracking bug fixes and test approvals
Business Analyst – M365 Dynamics CRM
Ecclesia Holding GmbH
- Eliminating structural and documentation gaps at project start
- Providing templates and standards for stakeholders and project team members
- Transitioning the workflow to SCRUM
- Conducting requirements analysis for different departments, documenting and prepping for the steering committee
- Supporting the product owner with the technical implementation of business requirements
- Developing and implementing a communication plan and conducting training sessions to increase acceptance
- Developing and implementing a project controlling concept and creating management templates
Product Owner – Insurer Interfaces
Ecclesia Holding GmbH
- Gathering and documenting insurer requirements after annual meetings
- Specifying general requirements and specific requirements for external service providers
- Creating and reviewing functional concepts in interviews with product owner colleagues
- Creating BPMN processes, documentation in Confluence, and management presentations
- Deriving epics and user stories, refining them with developers, and assigning tasks based on strengths
- Coordinating 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 studies
- Designing and outlining new possible services as an MVP for vehicles
- Presenting and securing approval for solutions from stakeholders and decision makers
- Quality assurance processes in collaboration with product owners and staff departments
- Focus on customer journey, customer value and data privacy/protection
- Creating mock-ups, sagas, epics and stories with international development teams
- Performance tracking through KPI definition and implementation in suitable tools
- Supporting test case drafting, end-to-end test models, standard test apps and the company’s test strategy
IT Asset and Outsourcing Owner – responsible for mortgage financing tools and partnerships
ING Deutschland GmbH
- Supporting the real estate valuation tool project for integration into eight platforms of external financial service providers
- Creating synergies between the bank and financial service providers for consistent property valuations
- Introducing a new sales platform for 5,000 partners, including migration and training planning
- Ensuring compliance by producing evidence and permission concepts
- Holding service control board meetings with service providers and implementing SLA monitoring
- Negotiating prices in response to ongoing inflation
- Conducting outsourcing controls and preparing audit documents for third-party assets
Business Analyst / Product Owner – customer portals for B2B clients
Ecclesia Holding GmbH
- Running workshops to identify missing and improvable features
- Creating the roadmap for the MVP, further versions and timeline
- Leading steering committee meetings on development status, roadmap and sales topics
- Continuously gathering customer feedback and prioritizing it into user stories in Jira
- Optimizing existing BPMN processes for inside sales and consultants
- Developing and implementing an open API for data integration and external claims
- Developing and executing a sales plan for existing customers
Lead Consultant – sales and consulting for digital customer portals for B2B clients
Ecclesia Holding GmbH
- Selling and consulting on digital customer portals for large, medium and small clients for claims and contract management
- Advising on insurance processes within the company
- Initiating and leading several internal projects to secure the company’s future
- Acting as translator between customers and the technical team, turning feedback into features
- Actively marketing and networking for the IT product ecconnect
- Creating presentation materials, promotional website and sales/rollout processes
- Developing consultant software to support the consulting team
- Conducting external and internal training sessions and providing technical support
- Setting up an OTRS and Jira Service Management ticket system with knowledge base and self-service information
- Providing technical leadership for additional consultant roles
- Supporting large hospital groups, DAX corporations, dioceses and welfare associations
- Responsible for data protection and order processing
Industry Experience
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Experienced in Insurance, Information Technology, Automotive, and Banking and Finance.
Business Area Experience
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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
- Integration
Languages
Education
Bachelor of Science · Process Management – Business Informatics for the Banking/Insurance Sector
Certifications & licenses
Microsoft Dynamics 365 CRM Fundamentals
SCRUM Master & Product Owner Certification (Foundation)
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Experience
Expertise
Qualifications
Profile
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Professionals working in or nearby Lemgo, Germany
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