Business Intelligence Experts in Switzerland

Power BI development and administration, training, consulting, data modeling, DAX development

MS Fabric, MS Power BI, DAX

Engaged by one of Switzerland’s largest insurance groups for spanish SAP rollout following the acquisition of Caser (Spain), for ongoing support and S/4HANA transformation initiatives covering all Market Units (CH, ES, DE, AT, FR, IT).

Key areas: FI-AP, FI-AR, Payments, Bank Accounting, Cash Management, S/4HANA transformation, eInvoicing, eReporting, Business Partner

• SAP Rollout: Led end-to-end FI-AP, FI-AR, Payments, and Bank Reconciliation rollout for acquired Caser entities in Spain (Dec 2020 – Mar 2022), including full Spanish localisation.
• Integration with FSCD: Redesigned bank statement incoming payments integration in FSCD from custom to SAP standard solution, significantly increasing straight-through processing rates.
• Payments: Retired legacy custom payment trees; implemented SAP standard CGI payment trees and executed migration from ISO 20022 v2009 to v2019.
• Implemented a 1 GL account per House Bank (HBKID) concept with multiple Bank Account IDs (HKTID), reducing the total number of bank GL accounts by over 90%.
• Spanish localization: Configured and deployed Mod 180, 190, 347, 349 and SII Reporting for Spain mainland and Canary Islands using SAP eDocument (DRC) and SAP BTP Webservice, processing 2 million invoices annually, Spanish Direct & Indirect Method Cash Flow Statements (Insurance & Non-Insurance) fully reconciled
• Migration: Used SAP AIF to migrate AR/AP master data, open items, SEPA mandates, and complete GL documents for multiple company code merges (hundreds of thousands of records); leveraged Power BI/Power Query for data transformation.
• Bank Reconciliation: Achieved 60%+ automatic bank reconciliation across MU ES, CH, and DE using CSB43, MT940, and CAMT.053/054 formats, including custom improvements (tax-number-based customer/vendor matching, fuzzy search), and co-implemented the bank statement interface cockpit in SAP AIF. Integrated MX Camt from Swift Finplus and made transition from ISO20022 v2009 to v2019
• Worked on S/4HANA convergence and wrote concept work for SAP Cash Management & Treasury and eInvoicing/eReporting transformation.
• Currently leading the design for Business Partner Migration using SAP DRF and SAP AIF for Helvetia Baloise Integration Project and Harmonization of all BP interfaces.
• Currently leading Requirements Engineering for eInvoicing & eReporting for Italy, France and Spain, modelling Flows in SAP Signavio.

• Stepped into a senior interim mandate with hands-on accountability for a complex business model transformation, taking ownership of execution, operating decisions, and delivery within a highly regulated and complex regional environment.
• Led market access, launch, and go-to-market transformation work, aligning commercial, operational, and governance structures to support entry into new markets under time and regulatory pressure.
• Supported post-merger integration as well as divestiture shaping assignments, working hands-on with executive teams to align operating realities, decision rights, and accountability with transaction intent.
• Took interim ownership of critical transformation and integration programs, resetting priorities, sequencing, and leadership expectations where delivery risk or organizational friction had emerged.
• Acted as a trusted interim partner to CEOs and senior leaders during periods of structural change, providing clear judgement, hands-on leadership, and execution discipline.

• Developed Power BI semantic models and DAX measures, reducing financial reporting time.
• Implemented RLS, strengthening role-based data access and governance controls.
• Delivered automated KPI dashboards, accelerating reporting and decision-making.
• Designed a Fabric Lakehouse with Bronze, Silver and Gold layers, improving data processing.
• Built Fabric pipelines and PySpark transformations, reducing processing time by 40%.
• Built and optimized Power BI semantic models, improving report performance, scalability and usability.
• Optimized UNIX universes, reducing query execution time by 40%.

Environment: Power BI (Semantic Models, DAX, RLS), Microsoft Fabric (Lakehouse, Pipelines, PySpark), SAP BO 4.3/2025, Web Intelligence, IDT/UNX, InfoBurst, 360Suite, GitHub, JIRA.

• Leading procurement transformation activities as part of a strategic carve-out program at a global life sciences company
• Responsibility for business separation, IT and operational technology contract management, supplier migration, and Day-1 readiness
• Close collaboration with Legal, IT, HR, PMO, Finance, and business functions to manage contractual risks, ensure business continuity, and successfully deliver the transformation.

• Owned and managed the product roadmap and backlog for the Consumer Banker reporting framework, prioritising features and driving iterative delivery of banker scorecards and network performance reporting in an agile environment.
• Developed and iterated portfolio financial reporting on a weekly cadence based on stakeholder feedback, replacing manual PowerPoint packs and saving the program hours of effort weekly.
• Integrated Generative AI (MS Copilot) to automate data lineage documentation across a large legacy codebase, eliminating est. 6 months of analyst effort and accelerating data governance outcomes.
• Led a unified data delivery approach and standards across five UNITE initiatives (~CHF 115m portfolio) supporting consolidation of legacy systems into the Digital Banker platform.
• Led cross-functional delivery team of 3 while also drawing on BA and DA talent pools, coordinating analytical resource across workstreams to accelerate data, reporting & governance outcomes.

• Partnering with organisations to manage complex IT programmes, architect and implement ERP solutions, and embed AI where it drives measurable performance gains.
• ERP solution architecture and hands-on delivery across the full lifecycle (Oracle Cloud, Infor LN, Cegid, iValua)
• Programme and delivery leadership in both Waterfall and Agile environments (SAFe / Scrum / Kanban) - governance, stakeholder management, and execution at scale
• Comprehensive assessment of business processes, organizational maturity, and technology landscape to ensure successful ERP adoption and digital transformation initiatives
• Current mandate: Oracle Cloud SCM implementation for a Big Four consultancy
• Geneva-based; operating across Switzerland and the EU

• Designed the growth and digital strategy for an EU distributor
• Established a differentiation strategy focusing on horizontal portfolio expansion, ESG and SG&A cost reduction using new digital sales and service channels
• Offered same-day logistic delivery for key customers, increasing customer satisfaction by 25%

• Project management, hustler (identifying the full financial picture including sales, pitching, financial analysis, & business models) and hound (identifying real customer needs including research & analysis) to build a project metrics system on the Internet.
• The system allows users to make informed decisions to keep projects on track according to key data or to realign them when they deviate negatively from the plan.
• Providing a forecast alongside the current status.
• Automatic calculation and display of metrics based on user-entered project key data.
• Skills: project management, project metrics.
• Problem space: Co-Innovation Builder (CIB), corporate innovation team setup, team profile / team canvas, design thinking, highlighting people, creating customer personas, market exploration, defining the problem.
• Solution space: narrowing the problem, how to turn ideas into solutions, how to turn solutions into a concept, customer journey, business model canvas, value proposition canvas, prototyping, refining the prototype and business model canvas, final pitch.

• Analysis of the current situation and repositioning of the brand
• Building up recruiting, sales, and customer support
• Planning for trade fair participation
• Establishing a sales process
• Introducing a CRM tool (Pipedrive)
• Setting up a subsidiary in Switzerland
• Implementing all aspects of temporary staffing

• SME for operational processes, contract negotiation and product design for the implementation of a SaaS contact center solution & carrier services
• Definition of several operational processes, organizational setup, ITSM application integrations, creation of contract schedules and advising contract negotiation
• Scrum Master with agile tooling (processes & automation)
• Commercial manager to create business cases and closing the sales process
• Increasing impact, trusted relationship, and key team member within a short time

• Solely responsible for two portfolios totaling USD 1 million with an average monthly performance of 2%
• Responsible for the investment strategy, specializing in US equities and ETFs (exchanges: NASDAQ and NYSE)
• Market, trend, data, and technical chart analysis
• Risk management – diversification, daily/weekly risk mitigation measures (rebalancing) to ensure optimal portfolio profitability

• Support with the introduction and implementation of the Qualtrics XM platform in the consulting and service environment for customers, e.g. in the banking sector, focusing on data quality, parameterization, technical coordination, and implementation support

• Technical validation of configurations, feedback flows, and reporting setups

• Review and assurance of data quality (mapping, mandatory fields, regulatory-relevant fields)

• Performance of UAT, functional tests, and data checks in collaboration with the department and IT

• Coordination with stakeholders from consulting, service, compliance, IT, and product management

• Clarification of technical requirements with the business side and derivation of adaptation requirements in the platform

• Creation of documentation, test protocols, and quality-related artifacts

• Support in the preparation of internal approvals and rollouts

• Successful technical acceptance of the new feedback and reporting functionalities

• Increase in data quality in the relevant fields (e.g., feedback classification, assignment to the consulting process)

• Stable implementation of the platform in the consulting environment with clear handover to IT and specialist departments

• Coaching, developing fundamentals and leading technical aspects in logistics transformation
• Extending SAP WM functionalities
• Efficiency measures in shuttle warehouse technology
• Setting up logistics operations reporting
• Comprehensive inventory planning and execution
• Preparing the technical and commercial foundations for cooperation with external logistics service providers
• Recommendations for the future process and organizational structure