AI Agents Expert

Serving as AI technical advisor to Dialpad's Telephony Engineering division while building AI products hands-on. Currently developing MCP-based tooling for AI text and voice agents: agent authoring, integrations and adoption of existing agents, shared authentication and API contracts, and durable workflow state. This includes text and voice tests that evaluate agent behavior, latency and task completion.

In parallel, helping Dialpad's engineers adopt QualityLayer and use Claude Code and Codex effectively. This ongoing work covers context management for large codebases, reusable plan-implement-test-review workflows connected to CI/CD, playbooks, hands-on workshops, labs and pair programming.

Technologies: AI Agent Products (Text & Voice Agents, MCP, LLMs, Python, TypeScript), Agent Tooling (Authoring, Integrations, OAuth, Durable State), Quality & Evaluation (Text & Voice Tests, Evals, Regression, Traces), Agentic Engineering (Claude Code, Codex, QualityLayer, Hooks, Prompts), Context Engineering (RAG, Vector Stores, Codebase Embeddings), Software Delivery (CI/CD Integration, Agentic Loops, PR Automation), Enablement & Coaching (Workshops, Hands-On Labs, Pair Programming)

CXO AI OS is an agent system made up of six building blocks. Instead of using AI as a chat window, it creates a system that knows a company's context, makes decisions according to its rules, and acts on its behalf.

• For SMEs: guided sprint followed by ongoing operation for a team, department or prioritized cluster, based on an AI assessment
• For self-employed people: program in which participants build their own agent system
• Sequence in the company: assessment, prioritization, sprint, operation
• Implementation in Claude Cowork or ChatGPT Work, without programming
• Architecture: Chief of Staff, Goals, Advisors, Agents, Context, Catalog

• Design, development, and productive rollout of an Enterprise HR Copilot based on Microsoft Copilot Studio to automate internal HR processes
• Development of an AI-supported assistant for answering employee inquiries based on a SharePoint knowledge base and internal company HR documentation
• Integration of the Copilot into Microsoft Teams, including welcome logic, user guidance, and role-based routing
• Automation of HR processes and approval workflows with Microsoft Power Automate to reduce manual processing steps
• Development of realistic HR documents and response templates with Azure OpenAI, taking business requirements and consistent company policies into account
• Implementation of prompt strategies, knowledge management, and response optimization to improve response quality and user acceptance
• Close collaboration with business departments to analyze requirements and integrate the AI solution into existing company processes

Technologies:

Microsoft Copilot Studio, Microsoft Teams, Azure OpenAI, SharePoint, Power Automate, Power Platform, Microsoft 365, Prompt Engineering, Workflow Automation

Technical and commercial risk assessment for an investment project in the hardware sector (scaling potential, liability risks, operational processes) Process consulting for two SMEs in the engineering environment, with a focus on workflow digitization and PLM

• Redesign of the company's BI infrastructure: replacement of a fragmented landscape of manually maintained Excel solutions and CSV imports with a centralized Power BI environment featuring a unified data model as the company-wide single source of truth
• Consolidation of previously isolated reporting logic into a central semantic model – eliminating redundant files, manual data transfers, and inconsistent metrics between departments
• Forecasting & planning: Design and implementation of company-wide liquidity planning in Power BI – from business logic to a fully automated, data-source-driven planning model replacing the previous manual Excel process; enables rolling forecasts and continuously up-to-date cash flow transparency for management
• Optimization of existing Power BI dashboards in terms of performance, structure, and analytical value using an AI-native approach
• Analysis and improvement of the data model, including data quality analyses, data cleansing, and consistent modeling using star schema, DAX, and Power Query
• Incident & anomaly analysis: Identification, investigation, and explanation of data anomalies, including root-cause analysis and concrete recommendations for action
• AI solution architecture: Connecting Business Central and Power BI to LangDock via MCP (Model Context Protocol) for AI-supported data usage
• Creation of a historical data layer as a basis for trend and time-series analyses
• AI-supported automation: Design and development of AI skills, agents, loops, and processes for the automated analysis and interpretation of reports
• Automated reporting workflow: Setup of scheduled, automated email distribution of AI-generated analyses and recommendations to stakeholders
• Gathering and documentation of business requirements and coordination with business departments and IT as part of requirements engineering / product owner activities
• Breaking down overall requirements into clearly defined work packages and tasks
• Definition, prioritization, and management of milestones throughout the entire project lifecycle

Tools: POWER BI, M365, Copilot Studio, MIRO, Microsoft Business Central, Microsoft Fabric, Claude AI, ChatGPT, LangDock, MS VS Code

Remote freelance role focused on Agentic AI strategy, secure application patterns, and reusable agentic workflows for a government agency.

• Development and implementation of an open-source Agentic AI strategy for a government agency, with a focus on GDPR, security, and self-hosted solutions
• Development of reusable agentic workflows and business applications that enable non-technical employees to solve business problems independently
• Implementation of nine business applications with Single Sign-On (SSO) and Azure PostgreSQL integration on Hetzner Linux servers

Techstack: Python, Streamlit, Anthropic SDK (Claude), Azure, Linux, PostgreSQL, MS SQL, Angular

• Functional requirements management for DIVID, the Umweltbundesamt platform for administering the single-use plastics fund. Focus: entitled parties, sub-entitled parties, and benefit reports.
• Consolidation and analysis of specifications, Jira, Confluence, functional concepts, and UX designs. Independent structuring and delimitation of requirements, as well as identification of contradictions, gaps, and dependencies.
• Creation and quality assurance of implementable user stories with clear, testable acceptance criteria. Preparation of decision alternatives and coordination with business, development, UX, and QA through team refinement.
• Conducting manual and technically assisted accessibility tests. Coordinating findings with QA and the Product Owner for further planning and implementation.
• Result: more consistent requirements, clearly defined processes and stories, and transparent open decisions. Separation of assumptions from confirmed requirements; better basis for implementation, refinements, and QA test cases.

Tools used: Jira, Confluence

• Support for a data, analytics and AI initiative in a regulated enterprise environment by structuring, evaluating and prioritizing several data-driven use cases based on business impact, feasibility, scalability, data maturity and governance requirements.
• Translation of complex business and analytics requirements into clear product, data and implementation logic, as well as preparation of decision-ready documents, target visions and roadmap inputs for stakeholder and management discussions.

• Hands-on development of AI-native product prototypes with specialized AI agents for research, requirements, business logic, UX/flow design, test case generation and quality assurance.
• Structured use and orchestration of AI agents through clearly defined roles, inputs/outputs and handover points; breaking down complex product tasks into verifiable work packages and iterative prototyping cycles.
• Establishment of human-in-the-loop quality gates to validate AI-generated results for functional correctness, consistency, completeness and feasibility; targeted rework cycles in case of deviations.
• Development of a regulatory GenAI/rules prototype for CRD VI with a structured decision flow, web UI, rule-based validation and automated test cases; iteration of the business logic through to a pilot-ready POC.
• Design of an AI-to-Action banking prototype: AI intent → consent → bank/product logic → conversion including admin console; translating the product idea into MVP scope, role model, user flows and clickable prototypes.

• Stabilization of Customer Service, logistics and order processing during a transformation phase
• Management of the international warehouse relocation from Switzerland to Germany
• Optimization of processes and reduction of manual tasks in day-to-day operations
• Coordination of international stakeholders to ensure the timely implementation of strategic projects

• Claude Code subagents, MCP, Pydantic V2, pytest, bandit

• Designed and shipped 3 specialized agents that hand work down a line: a research agent writes a cited implementation spec, a coding agent builds the modular code and its tests, a review agent ranks findings by severity and applies the fixes. Each handoff is a structured document, so no stage depends on another agent's context window.

• Connected the research agent to an academic-research MCP server (Semantic Scholar, ArXiv, Hugging Face Hub, citation snowballing) so every reference traces to a tool result rather than the model. Gated commits behind ruff, mypy, pytest and bandit, required human sign-off before installs and commits, and persisted session state on disk so long runs survive a context reset.

Non-custodial staking and digital-asset infrastructure for Web3 wallets, exchanges, and institutional custodians

Advised the COO on delivery for staking and digital-asset infrastructure serving institutional custodians, exchanges and wallets across regulated markets.

• Ran the company-wide KPI and OKR process across the organisation, raising company-wide OKR achievement from 50% to 65%.
• Designed and implemented OKR/KPI frameworks enabling structured quarterly delivery cycles and executive-level execution visibility.
• Defined, documented and improved the P2P governance and operating processes across programmes and operations.

• Built a scalable nearshore IT developer hub (Croatia, Czech Republic, Poland) as an independent company through a BOT model (Build – Operate – Transfer)
• Identified, selected, and managed full-service agencies; introduced management and control mechanisms, including KPIs, SLAs, and regular service reviews
• Prepared and reviewed data processing agreements and framework contracts in coordination with Legal & Compliance; integrated regulatory requirements (including KRITIS) into process design
• Advised on cloud vs. on-premise strategies, data storage, and authorization concepts; supported Procurement with tendering and service provider evaluations
• Managed change and process harmonization between internal teams and nearshore partners; reported to executive management, CFO, and CIO

Result: Scalable IT developer hub with an audit-ready governance model, reduced operating costs, and accelerated product development.

Design and implementation of a „unified-commerce“ platform for SMEs to sell and deliver multi-product bundles

Achievements: On-time design, delivery and customer acceptance of a 100% functional, CPQ-based „buy flow“ process for configuring and selling multi-product bundles within the specified timeframe of 90 days. Successfully tested integration of various interface services for the areas of: customer search, enrichment of customer data, address validation, service qualification, phone number validation, credit check, appointment selection and Quote-to-Order Transition.

Responsibilities:

• Strategic goal implementation: Derivation and implementation of strategic customer goals (e.g. release content, business value).
• Backlog Management: Creation and elaboration of backlog items (Initiatives, Epics, User Stories, Defects) in close coordination with the project team and customer.
• Prioritisation & Releases: Responsibility for prioritising the Product Backlog and implementing defined release goals.
• Deliverable Tracking: Tracking work results on the supplier and customer sides.
• Roadmap & Release Planning: Development and implementation of roadmaps and release plans together with the customer.
• Scope Responsibility: Responsibility for the contractually agreed scope of services.
• Claim Management: Active claim and change management towards the customer.
• Team Coordination: Management and coordination of the development team.
• Use of Synergies: Use of synergies between customer projects and product development.
• Proposal Preparation: Preparation of proposals (with supervision) and presentations on site at customer and partner locations.

Skills: Development, communication and implementation of product visions; Product Backlog Management; Stakeholder Management; Regular reporting to management and Steering Committees; Requirements analysis & Engineering; Conducting and documenting workshops; Functional leadership and coordination of (distributed) project teams and external service providers; Epic Management; User Story specifications; Creation of Use Cases, support with software testing and User Acceptance Testing (UAT); Release Management and Sprint Planning; Design of TO-BE processes; Process optimisation; Planning, design and specification of interfaces to existing and new systems; Identification, assessment and management of project risks; Active claim and change management; Facilitation of Sprint Planning and Reviews; Data migration; Scrum; Kanban; REST API; JSON; XML; BPMN; UML; Jira; Confluence