Susanne Meier-Steen
PO CRM
Experience
PO CRM
Industrial Insurance
- Responsibility for Dynamics CRM for approx. 5,000 users with a SAFe team
- Reporting to the PM
- Global stakeholder management
- Strategic further development of the product
Senior Business Analyst / ITSM KPI Implementation
ITSM KPI Implementation
- Process analysis of the IT departments
- Identification of suitable KPIs along the business IT services with the teams
- Development of audience-specific reports including prototypes
- Preparation for handover to the technical implementation
PMO Support
Medium-sized Industrial Company
- Advising the international PMO on metrics
- Interpretation of measured project results
Senior Business Analyst / Proxy PO Dynamics CRM
Industrial Insurance
- Supporting the SAFe program management
- As-is analysis and target modeling of the globally harmonized CRM process
- Identification and scheduling of stakeholder requirements
- Conceptual further development of the solution
- Participation in the global rollout of the solution
BI Consultant / Business Analyst
Fashion Online Retailer
- Capturing existing reports and metrics
- Independent conceptual further development of the Analytical Data Mart
- Coaching and sparring for the sales planning management
- Requirements gathering for needed reports including example implementation
- Coordination with all involved departments (purchasing, marketing, controlling, IT)
BI Coach
Leasing Bank
- Supporting the implementation of sales controlling in Power BI
- Training the controlling team
- Developing suggestions for improvements
BI Consultant
Electronics Retailer
- Implementing key management reports in Power BI
- Supporting the optimization of the data base
Business Analyst / Requirements Manager (Agile)
Federal Agency
- Facilitating the development of technical solutions with the business department and development team
- Managing and executing stakeholder communication
- Handling conflict management and developing SLAs
- Overseeing and evaluating the pilot phase
- Prioritizing tasks and integrating them into release management
- Setting up follow-up projects
Power BI Developer
Global Media Group
- Migrating media usage/user behavior reports from Tableau to Power BI
- Advising on self-service BI (coaching on the differences between Tableau and Power BI)
Coach/BI Consultant
Medium-Sized Trading Company
- Advising and implementing the migration of the entire reporting system to Power BI (including warehouse logistics, sales, purchasing, controlling, and the online shop)
Business Analyst “Retail Intelligence”
Global Automotive Manufacturer
- Design and implementation of live reporting for an online showroom in Power BI
- Regular coaching of the management team (Sales & Marketing) regarding data-driven strategy development
Consultant “Retail Intelligence”
Food Retail Chain
- Design and implementation of a monthly trade dashboard with Tableau
- Building and coaching the internal BI team
- Temporary assumption of the team lead role
Consultant “Call Center”
Sales Consultancy
- Consulting on performance measurement of outbound B2B campaigns
- Development of various reports (daily, weekly, monthly intervals) for campaign analysis with Access, Excel, and Tableau
Consultant “Customer Experience”
CRM Consultancy
- Conducting order analyses and visualizations for customer experience with Google Analytics and Excel
BI Consultant “Retail Intelligence”
Global German Automotive Manufacturer
- Defining BI strategy based on company goals
- Reviewing and extending the existing KPI framework
- Designing reports and coordinating implementation
- Piloting reports with Qlik Sense
- PMO project controlling
- Leading the interdisciplinary team for the organizational, process, and technical implementation of a KPI-based permanent improvement process (Top 10 markets)
BI Consultant “SAP BO Implementation for CRM”
Consumer electronics retail chain
- Identify CRM goals
- Review, integrate and expand the existing KPI landscape
- Define SAP BO requirements from an analytical CRM perspective
Project lead “CRM trade integration”
Global German car manufacturer
- Define role distribution across different levels (HQ, market, retail)
- Gather urgent and long-term action needs at these levels (change management)
- Develop an integrated concept including change management
Project lead “Aftersales BI”
Global German car manufacturer
- Define strategic goals for the aftersales area
- Derive relevant KPIs and integrate them into a KPI landscape
- Define reports for HQ, markets and dealers
Program lead “CRM Strategy 2020”
Global German car manufacturer
- Develop the global CRM strategy
- Identify 20 global CxO-level projects
- Define KPIs and create reports for project monitoring and operations for all projects
- Lead 5 proofs of concept with international markets and specify business requirements for SAP CRM/SAP BW
Data Scientist “Retail Distribution”
Global consumer electronics manufacturer
- Determine geographic catchment areas for POS in France and Germany
- Calculate customer volume and potential and rank POS accordingly using Excel
Project lead and Data Scientist "Analytical Prospect and Lead Qualification"
Global German car manufacturer
- Developed a concept for analytically qualifying inbound prospects based on provided data using SPSS, SQL Server, and Excel
- Defined requirements for implementation in SAP BW/SAP CRM
- Periodically tested, revised, and advanced from a heuristic to an analytical predictive model
Data Scientist "Customer Preference Based Segmentation"
Bank
- Designed customer segments based on self-expressed content and communication preferences
- Validated and tested with SPSS, SQL Server, and Excel
Data Scientist Segmentation
Bank
- Calculated meaningful customer value segments based on transaction data using SPSS, SQL Server, and Excel
Consultant Change Management
Global food manufacturer
- Developed the stakeholder map
- Created, implemented, and evaluated periodic satisfaction surveys across all stakeholder groups
- Derived tailored change management measures
CRM Consultant "CRM Strategy and Implementation"
Global German car manufacturer
- Assisted in developing the CRM strategy and related subprojects
- Subproject lead for analytical CRM: defined functional requirements for SAP CRM and BW
- Implemented a proof of concept with SPSS, SQL Server, and Excel
Account Manager
Direct Marketing
- Planning, managing and evaluating direct marketing campaigns (offline and email/landing page) for companies in telecommunications, consumer electronics and the pharmaceutical industry
Industry Experience
See where this freelancer has spent most of their professional time.
Experienced in Banking and Finance, Automotive, Insurance, Advertising, Manufacturing, and Retail.
Business Area Experience
See which departments and functions this freelancer has contributed to most.
Experienced in Business Intelligence, Marketing, Information Technology, Project Management, Strategy, and Sales.
Summary
Since 2002, I have been a consultant in CRM and BI with heart and soul – supporting as a strategic sparring partner as well as pragmatically and "hands-on".
Skills
Methods
- Pmbok (Pmp Certified)
- Itil4 (Foundations Certified)
- Safe (Certified Po/pm)
- Scrum (Certified Scrum Master)
- Requirements Engineering (Agile And "Waterfall", Certified)
- Process Design (Epk + Bpmn)
- Change Management And Stakeholder Communication
- Training/coaching
Soft Skills
- Intercultural Competence
- Stakeholder Management
- Structuring And Processing Complex Topics
- Mediating Conflicting Requirements
Tools
- Microsoft Dynamics Crm
- Jira
- Hp Alm
- Octane
- Ms Project
- Ms Office
- Power Bi
- Data Management
- Data Science (Ibm Certified)
Languages
Certifications & licenses
Data Science
IBM
ITIL4 Foundations
PMP
Requirements Engineering
SAFe PO/PM
Scrum Master
Statistics
Experience
Expertise
Qualifications
Profile
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