Business Intelligence Expert in Munich

Independent advisory practice for strategy, organisational transformation, M&A / investor work and AI/data-enabled change.

• Short-term diagnostic and problem-solving mandates: rapid strategic and organisational assessments for leadership teams and Boards, translated into recommendations and transformation roadmaps.
• Organisational redesign and AI governance for an international group of approximately 1,500 employees: structure, mandates, decision rights and interfaces; AI-readiness and data-maturity assessment; vendor evaluation and selection; capability building.
• Design of a centralised Strategy Execution / Results Delivery Office for an industrial client: mandate, governance, portfolio steering, KPI logic, decision forums and implementation roadmap.
• Selected part-time mandate with SPARS GmbH (as a Business Development and Investments Director): developed M&A pipelines, assessed targets for strategic fit and synergy potential, led commercial due-diligence workstreams and investor / partner engagement.

Carve-out and post-merger integration of two automotive engineering companies under Accursia Capital, 6 locations in Germany and Spain, 250+ employees after the carve-out. Reporting directly to the investor, with overall IT responsibility for both companies.

• Consolidation of the ERP landscape into one instance (replacement of SAP legacy)
• TISAX certification
• M365, identity and data center migration
• Replacement of end-of-life infrastructure
• Weekly investor reporting

Results:

• Critical infrastructure risk eliminated, backup and platform stabilized
• One IT organization established for both companies
• Weekly investor reporting successfully established

• Taught ML, BI, and Big Data to Master's students.

Tech: Python, Power BI, SQL, ML, SnowflakeDB, databricks, MS Fabric, MongoDB, LLM

• Development controlling systems:
• Validate various Business Cases
• Develop organization, task description, processes and systems of the controlling system to improve activities
• Harmonize ERP software within the Group (IT-Procurement – Plan data – controlling – reports)
• Budget Master data and Planning:
• Set-up phase oriented project planning
• Monitor and validate projects: OPEX and CAPEX due to laws and concern dependency rules
• Validate regulatoric calculations
• PMO assistance activities
• presentations and reports Tools: SAP 4/HANA; SAP ERP Central Component (SAP ECC): SAP FI/CO; SAP MM; SAP PPM; BOARD; TABLEAU; MS Office 365;

• IT Sourcing & Carve-out: RFP management for IT client hardware and services as part of the Rheinmetall carve-out.
• Contract Management: Drafting of MSAs and SOWs taking into account AVB, BVB and LSA as well as Service Delivery Contracts.
• Vendor Transition: Strategic transition management to replace legacy contracts and establish new supplier relationships.
• SaaS Procurement: Negotiation of SaaS license agreements based on TCO and cost-effectiveness analyses.
• KPI: On-time transition of all 12 global group contracts, achieving 18 % cost savings on the IT hardware basket and 20 % cost avoidance for SaaS licenses – measured against the critical carve-out project plan and achieved through structured transition management.

Project overview: The use of “Generative Pretrained Transformer” (GPT) technologies will greatly change the world of work in the coming years. ITZBund is developing a basic service for this purpose, which can be used by its 200 customers. This basic service is offered both on-premises and in the cloud. Launched in 12/23, production systems (based on the MVP) had already been successfully rolled out and operated for several authorities and federal ministries by 05/24.

Project metrics:

• 2024 budget approx. 20 Mio €
• approx. 70 people directly involved in the project
• regular (indirect) contact with approx. 80 people in the wider project environment

My main responsibilities:

• Overall responsibility as external project manager
• Project definition phase/ Project setup and establishment of the project organization
• Strategic and operational project planning, as well as project design and ongoing adjustments
• Ongoing coordination with the project owner and stakeholders at ITZBund
• Ongoing coordination with sub-project managers, agile roles, and other project team members
• Responsibility for project controlling, quality management, risk management, and change management
• Responsibility for providing the basic service in on-premises and cloud environments and its ongoing development
• Planning and leading several hypercare phases
• Collaboration and ongoing coordination with a federal ministry partner project and delivery of an MVP
• Coordination with the agile teams
• Coordination with operations, release, and deployment
• Responsibility for delivering initial customer projects
• Responsibility for developing AI governance
• Ensuring accessibility (BITV)
• Responsibility for setting up a sub-project for marketing activities
• Support in setting up an efficient proposal process
• Stakeholder management

Approach:

• V-Modell XT ITZBund
• Scrum

Tools used:

• Microsoft Office, Skype, MS Project, Confluence, Jira, Sharepoint, Miro

GTM Services

As a coach, mentor, salesperson, networker and project manager, I support individuals and organizations in achieving their goals.

• Development of an AI-powered project organization tool for a civil engineering company that intelligently links project, task, tender, schedule, and document data through a knowledge graph.
• Implementation of AI features for document analysis, information extraction, context-based assistance, and voice-based data capture based on Microsoft Azure AI, reducing administrative effort, making information available faster, and supporting project teams in decision-making.
• Tech stack: Python, React, TypeScript, FastAPI, Claude Code, Codex, Graphify, PostgreSQL, Microsoft Azure AI Foundry, Azure OpenAI, Azure AI Speech, Azure AI Document Intelligence, Microsoft Graph, Microsoft Entra ID, Docker, Git, CI/CD.

• IT solution (Interim Marketing and Product Portfolio Manager DACH): Established the brand as the market leader for automated proctoring solutions; built key influencers in higher education and corporate learning; built a sales pipeline and a targeted lead generation process; delivered all online and offline media; developed a PR strategy for regular and crisis communications
• IT solution (e-ID platform provider): Market and potential analysis and business plan assessment for the DACH region; target group segmentation; translated requirements for product management; generated initial pilot projects; developed targeted messaging; PR strategy for special-interest media
• IT solution (mid-sized partner for a leading CRM solution): Analyzed market potential in DACH; developed the business plan and repositioned the company; built lead generation; doubled revenue within two years by integrating marketing and sales
• Energy (Marketing and Product Portfolio Consultant for an investment company with more than 200 investments): Developed a concept to market different service companies under one umbrella brand; delivered an event concept for the annual group meeting; advised on the selection of an advertising agency
• Furniture (Product and Marketing Manager for a mid-sized Italian furniture manufacturer): Market potential analysis and risk assessment for DACH; defined the revenue plan for Germany and Austria; developed the Go2Market strategy; positioned the brand in the upper mid-price segment; won the first specialist retailers and end-customer projects; developed the brand story, corporate design, and communication materials
• IT solution (Interim Marketing and Product Manager DACH for an electronic signature portal): Launched the solution; formulated key messages for lead generation; defined value propositions by industry and target group; delivered online activities and a trade fair concept; won the first pilot customers and built the sales pipeline
• IT solution (Interim Marketing Director and Product Management for a mid-sized ITSM consultancy): Repositioned the company; established it as a relevant partner for large corporations; built lead generation and aligned sales and marketing; built the sales pipeline; connected licensing and professional services; developed a PR strategy; increased revenue from 2.5 million to approx. 18 million after 4 years

• This project involved extraction of intelligence data to support report writing for a company that provides geopolitical, global, commercial intelligence. The data have been gathered from a number of resources (interview transcripts, online data, internal documents), and then a knowledge base has been build from it. This was the basis of a complex RAG system, that was evaluated against a golden dataset. Agents have been used to find out the contradicting intelligence, the statements supporting each other, and to store back the generated knowledge.

Used: Python, RAG, LangGraph, LangChain, deepeval, MCP

• Managed the successful overall Trial and Commercial deployment of OpenRAN technology and swap-out of legacy SRAN for 2 mobile network operators in Germany.
• End-to-End Project life cycle governance and coordination of multiple Workstream leads i.e. Operations, Performance, Site Solution Management, Design, SW Delivery, Integration & Implementation, OSS Tools, 3rd-party Resource Support.
• Project planning to cover major milestones by delivering roadmap alignment in compliance with the German Network Regulatory Agency (BNetzA), as a vendor.
• Provided pre/post-Sales support to the Accounts Team for RfP/RfQ submissions.

• Implemented optimized management control and PowerBI solutions for the Power and Gas departments
• Perform a value chain analysis and create a business case with three scenarios and a value creation roadmap

• Leading enterprise BI transformation across Power BI & Microsoft Fabric, delivering scalable data models, automated reporting, and high-performance analytics solutions for commercial and operational leadership.
• Building and optimizing Power BI Dataflows, Fabric Lakehouse datasets, semantic models, and automated reporting pipelines to improve data scalability, governance, and reporting performance.
• Driving dashboard modernization and KPI governance by translating complex business requirements into executive-level insights, interactive visualizations, and decision-ready analytics.
• Designing end-to-end Microsoft Fabric architectures integrating data ingestion, transformation, virtualization, and enterprise reporting across cross-functional business domains with SAP BW to Qlik to Power BI migration.
• Delivering AI-enabled reporting capabilities, threshold-based alerting, and automation frameworks within the Power BI ecosystem to accelerate business decision-making.
• Partnering with commercial leadership, analytics teams, and IT stakeholders to standardize KPIs, optimize BI strategy, and deliver scalable, business-critical reporting solutions.
• Recognized for combining strong stakeholder leadership, technical architecture expertise, and business-driven analytics to deliver impactful enterprise BI transformation initiatives.

Sub-project lead in an agile IT environment

Leading a software development team (10 employees)

• Leading a software development team with 10 employees
• Budget responsibility approx. 3 million euros per year
• Conducting employee and job interviews
• Responsibility for resource planning (budget and employees)
• Digitalization of a web interface
• Regular reporting to customers and stakeholders (C-level)
• Product management: developing and implementing product strategies; defining requirements to guide product development
• Structuring product development & continuous testing efficiently to quickly incorporate feedback & compliance points
• Close collaboration with stakeholders & various teams to understand requirements, set priorities, ensure rollout, and increase user-friendliness
• Project experience in an energy industry company, including the functioning of energy markets, the basics of energy generation and distribution, as well as current challenges and developments in the industry
• Project experience in the railway sector - including the structure and operation of railway systems.
• Project experience within the 16.7 Hz traction power sector incl. knowledge of regulatory processes
• Formulating the sub-project charter and the project profile according to the project standard together with the project management
• Controlling service delivery according to the project charter
• Planning and controlling human resources including budget planning for the sub-project
• Ensuring the work capacity of the sub-project participants, e.g. by requesting access rights and documents for the sub-project team
• Planning and control for the respective sub-project (time, scope, budget) including the creation of necessary documents
• Alignment with the business department and Product Owners to plan the sub-project scope and the corresponding implications
• Executing milestone planning according to the agreed process model
• Effort estimation and support of sub-project controlling as well as overall project controlling in forecasting and planning
• Reporting sub-project status (according to status slide template) including progress (according to progress measurement)
• Analyzing, preparing, and addressing action and decision requirements
• Escalating sub-project issues to the project management
• Creating and managing Change Requests (CR)
• Quality assessment of completed task packages from a project management perspective (time, scope, and budget)
• Implementation management of the overarching guidelines and requirements in the sub-project, supported by cross-functional roles on the functional and technical side.
• Identifying, managing, documenting, and communicating opportunities, risks, and dependencies within and across sub-projects
• Supporting project management in creating the overall project plan and overall status reports
• Preparing and managing commissioning including the required documents and protection needs assessment

Scrum Master in an agile IT environment supporting a software development team in the full-stack area (7 people)

• Close collaboration with stakeholders & various teams to understand requirements, set priorities, ensure rollout, and increase user-friendliness
• Implementation of the selected Scrum method, including the required events, meetings, artifacts (product backlog, sprint backlog, burndown charts), metrics, as well as conducting required training in an agile IT environment
• Preparation of Scrum events such as Daily, retrospectives, Review, Sprint planning, estimation, and refinement (agile way of working)
• Moderation of retrospectives and elimination of obstacles to move the team and product forward
• Preparation of action items and retros via whiteboard and Figma
• Application and improvement of agile methods such as Kanban, Scrum, SAFe, or Scrum of Scrums
• Tracking the "Definition of Done" and "Definition of Ready" for all work results of the development team
• Advising on information flow and communication improvements between Product Owner and project team
• Experience with automation, validation such as mandatory field checks, notification functions, creation of filters, boards, and reports via JQL, and setting up cycle time
• Use of Jira & Confluence
• Setting up a progress measurement for project management to transparently map planned vs. actual team capacities and actual efforts for user stories
• Measuring team progress: creating team KPIs: "velocity", "burn-down chart", "throughput", "costs", "quality", "scope"
• Evaluation of agile metrics, process management, and process modeling methods (BPMN, EPC, UML)
• Communication and moderation know-how
• Methodological competence proven in conflict discussions