Canva Expert in Germany

• Industry: Insurance, Trade, IT
• Customers & Projects: Consulting and selling insurance and similar services
• Main tasks: Insurance consulting (health insurance, retirement planning, wealth building); commercial services, inside and field sales; sales data analysis and forecasting; customer consulting and support; opening a new sales headquarters for private and business customers; business development & innovation management; business use case development; process optimization; stakeholder management; team leadership and training; preparation and delivery of trainings;
• Technologies used: Microsoft Office 365, Microsoft Teams, Jira, Draw.IO, Camunda 8, Java (8, 17,21,25), Git, Spring Boot, Spring Batch, Spring Data REST, Spring Web, Spring Security, J-Unit, Playwright, Lombock, Vaadin, H2, PostgreSQL (16, 17 18), pgAdmin, Docker, LLMs, JasperSoft Studio, JasperReports

• Set up backend assistants, prompt engineering, customer communication, growth strategy

• Successful implementation of AI shopping assistants e.g. Thalgo.de

• Concept & IT implementation of inbound B2C campaigns, BPM process documentation
• Cross-functional implementation of several whitepapers / guides
• Setup of the customer journey with MS Dyn365 / CRM: Forms, landing pages, campaigns
• Project controlling, process documentation, testing and training / coaching, analytics reports
• Hands-on implementation & on-time launch of all campaigns for digital customer acquisition

• Advising international companies and mid-sized organizations on learning strategy, leadership development and organizational transformation.
• Interim management and freelancing (including Head of L&D, Senior Expert Talent & Leadership Development).
• Designing and implementing leadership, team and organizational development programs at management, team and employee level.
• Developing digital and hybrid learning formats to scale modern learning strategies.
• Building and marketing my own online program “Employee and Team Development for Managers”.
• Author of the professional book “Professional Communication – Finally More Success at Work”.

• Designed and moderated a NIS2 preparation workshop for RAS Reinhardt Maschinenbau GmbH and its IT service provider Catuno GmbH. Together with executive management and IT leadership, the current status was assessed, an initial GAP analysis was conducted and areas for action were prioritized based on ISO 27001.
• Developed an ISO-27001-based regulatory framework (ISMS) for NIS2 compliance, including a structured current/target GAP analysis, targeted improvement of the security maturity level and preparation of the organization for NIS2 audit readiness.

• Supporting two companies during a post-merger integration
• Harmonization & standardization of all HR processes & agreements
• Integration of two HR systems
• Change support including measures & workshops (eNPS changed from -29 to +12)
• Sparring with the CFO, introduction of an HR operating model including role clarification

• Planning and concept development for building a new business model, including structuring and implementing business processes.
• Coordination and management of external service providers as well as interface management.
• Introduction and implementation of new digital tools and processes to optimize operational workflows.

Goal: Future readiness and succession readiness

• Business model assessment: Conducting Business Model Canva workshops to assess the current business model and understand collaboration (3 areas)
• Systemic structural and cultural pattern analysis & role clarification: Conducting employee interviews to clarify responsibilities, interfaces, and decision-making logic in depth.
• Strategy operationalization: Breaking down the company's strategy, mission, and vision into concrete principles and operational goals that can be lived in everyday work.
• Establishment of a feedback system

Worked across several departments with a focus on AI implementation, change, strategic projects, and leadership development.

• Implemented AI initiatives and change management projects.
• Supported strategic analyses and prepared decision-making materials for top management.
• Prepared and facilitated leadership meetings and offsites.
• Developed controlling solutions with Excel for structured management and analysis.

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

Most mid-sized companies already have their numbers. What is missing is the translation: a dashboard with forty tiles does not answer a single question that is actually asked in management.

Analysis

• Evaluation of existing data with Python and SQL
• Checking data quality and methodology before making a statement
• The result is an analysis that leads toward a concrete decision

Preparation

• Reports in Power BI and Tableau
• Interactive calculators and visualizations on the web
• Presentations and specialist texts for customers, sales and the public
• Analysis and communication from one source — that

• Management and coordination of the sales team (3 people)
• Establishment of (digital) processes, KPIs, and controlling in sales
• Negotiation of terms and planning of marketing collaborations with key accounts
• Preparation of forecasts and implementation of a CRM system

• Design, setup and operation of AI phone assistants (voicebots) as a managed service
• Requirements analysis and process mapping: reasons for calling, recurring requests, escalation and emergency rules
• Conversation design & prompt engineering: dialogue management, tone of voice, conversation logic, fallbacks and handovers
• Building and maintaining structured knowledge bases for recurring customer inquiries
• Integration into existing processes, including request recording, appointment coordination, SMS confirmations and call forwarding
• Testing, customer acceptance, ongoing optimization, and seasonal and content-related adjustments
• Evaluation of voice AI and conversational AI platforms based on functionality, data protection, hosting and data processing
• Design and implementation of website chatbots and WhatsApp Business solutions
• Taking data protection and compliance requirements into account when using AI systems

• Managed brand development from positioning through to the operational marketing structure
• Planned and implemented opening events
• Built up social media, including content creation and community management, as well as coordinating the website and external partners
• Developed marketing strategies to increase visibility and customer traffic and introduced basic marketing and communication processes