Customer Relationship Management Experts

• Development of an agent-based governance platform for the automated assurance of EU AI Act compliance and ODA-compliant orchestration of AI services in complex enterprise environments.

• Design and implementation of an agent-based "Mission Control" framework (Aletheia Conductor) for autonomous state monitoring and process control.

• Development of "Compliance-as-Code" (CaC) solutions based on OPA/Rego for system-wide enforcement of regulatory guardrails.

• Integration of TM Forum ODA standards (TMF630, TMF622, TMF642) to ensure interoperability and standardization.

• Building a highly available event-driven architecture using Redpanda and CloudEvents v1.0 for near-real-time event processing.

• Implementation of an audit-proof "Evidence Chain" through cryptographic linking of trace logs in preparation for automated audits.

• Tech Stack: Java 21 (Quarkus Native), TypeScript (Next.js), Redpanda (Kafka API), CloudEvents v1.0, OPA (Open Policy Agent) & Rego, TimescaleDB, ZincSearch, Redis, TM Forum ODA, Git, GitHub, Clean Code Development, Like-C4.

• Analysis of the Riester subsidy GeVos for provider change 2.0 in the AZUR subsidy management system
• Representation of the GeVos in BPMN 2.0 with Draw.io and Adonis
• Analysis of the data sets exchanged with the life insurance policy administration system and migration to the msg data sets
• Design and mapping of the interfaces to the new msg.ZulagenVerwaltung for various Riester subsidy GeVos at data field level

• AI product development: Design of an AI-supported GRC platform to automate compliance processes.
• AI expertise: Strategic deepening in Agentic AI and GenAI as a core asset for modern IT governance
• IT interim management and strategic consulting

• Creation of detailed concepts for all relevant GTS modules (compliance, pricing, customs clearance, Intrastat, preferences)
• Planning and conducting workshops, including scheduling and documentation
• Development and consulting of the organisational structure and its master data
• Setup and customisation of compliance functions: sanctions list review, embargo, legal control, US re-export
• Uploading and maintaining sanction and commodity lists
• Implementation and validation of integration tests
• Setup and customisation of the modules: pricing (including uploading of customs tariff numbers and STAWN data), customs clearance (including application for test operation with customs), Intrastat and preferences (including preference calculation and LLEs)
• Development and presentation of prototypes
• Derivation of insights for the final concept

• 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.

Project: Consulting & Concept Development Programmatic Print / Donor Communication

Tasks:

• Analysis of existing print advertising materials and donor communication
• Development of a new thank-you letter and dialogue marketing concept
• Advice on emotional and target-group-specific communication with donors
• Concept development for a cross-channel on- and offline marketing mix
• Coordination of print, email, and CRM communication as part of new marketing processes
• Support in introducing new communication workflows around the future email software
• Creation of briefing materials and campaign approaches for different target groups
• Research, selection, and management of suitable print and production service providers
• Advice on personalization and automation options in the programmatic print environment

Technical implementation:

• Coordination of print and digital processes
• Management of external service providers and print providers
• Support in integrating new marketing and communication processes

Reporting:

• Analysis of existing response mechanisms
• Assessment of optimization potential in donor communication
• Recommendations to improve impact, personalization, and efficiency Markets: Germany [link]

Due to the steady growth of the customer organization and the associated increase in the number of projects in a wide range of areas, including IT/digitalization, sales and organizational development, and controlling, the demands on the projects are increasing. Projects are often started but not implemented within the planned time frame, resources are not clearly assigned, and the business value is not clearly demonstrated. The goal of the assignment as Interim Head of PMO is to further develop and embed an existing project organization from the CDO area at management level. It is important that the governance is pragmatic, easy to understand, and simple to apply in daily project work. The tasks and roles are to be defined, embedded in the organization, and this strategic PMO is also to be supported by an IT solution. This solution is to be selected and introduced. In addition, all ongoing projects are to be gradually transferred into PMO governance and project control is to be centralized.

• Goal: Development and optimization of loyalty and CRM measures for a leading e-commerce platform
• Solution: Identification of promising users, increase in engagement, and long-term retention to drive revenue growth
• Definition of local CRM direct communication for specific segments
• Translation of research insights into actionable recommendations
• Planning and implementation of CRM campaigns in close collaboration with marketing and product teams
• Identification of optimization potential in direct communication
• Collaboration with external agencies on creative solutions, prototyping, and UAT
• Measurement and reporting of key KPIs

• PMO lead for Security Clearance 2 (SÜ2) cleared
• Reporting to sub-program management GMN
• System maintenance 25+
• Functional control and coordination of Jira setup
• Preparation of decision papers (e.g. project planning, steering model, communication plans, controlling models, role and responsibility matrices)
• Development of program-wide knowledge management using Confluence, creation of Jira concept
• Development of an access concept for all project tools
• Analyzing existing processes, identifying improvement potential, and designing solutions to increase efficiency and effectiveness
• Development of a concept for introducing automation approaches in existing tools
• Creating intranet articles as project marketing
• Responsible for project governance through reporting and resource planning in the sub-program
• Agile further development of the project method
• Gathering customer requirements (requirements engineering)
• Preparation and support of contract negotiations (7-year term, budget of over 500 million)

• Support in managing complex projects in agile, traditional, and hybrid environments
• Building and implementing governance structures to clarify roles, responsibilities, and decision paths
• Designing and facilitating workshops (e.g. kick-offs, retrospectives, lessons learned)
• Developing and introducing standardized processes and templates for project, portfolio, and change management
• Supporting companies in their development toward agile or autonomous structures
• Analyzing and improving collaboration between line organization, project management, and operations
• Introducing role profiles and competency models for new ways of working
• Developing guidelines for decision-making (e.g. based on corporate strategy, cost-effectiveness, customer focus)
• Facilitating conflict discussions and decision rounds between stakeholders
• Developing and applying guidelines for communication in change processes
• Supporting managers with feedback and review formats
• Visual preparation of complex topics for management decisions
• Developing use cases for AI-supported automations in project work
• Supporting the evaluation and introduction of digital tools to improve processes
• Operational responsibility for Citrix & AD/Access: ensuring stable IT operations, including incident handling, handovers, and quality assurance in day-to-day business
• Closing operational gaps by clearly defining responsibilities between BTC, BITS, and service providers
• Performing a structured gap analysis of existing service agreements, make-or-buy decisions, and role clarification with KPI anchoring
• Leading escalations with quick intervention in case of conflicting goals and unclear responsibilities

Lead Business Analyst – Analysis and optimization of private banking processes

• Responsibility for the business analysis and further development of business processes in private banking, with a focus on CRM, customer data management, and master data processes

• Carrying out a comprehensive business process analysis to identify optimization potential, business gaps, and improvement opportunities along the customer lifecycle

• Gathering, analyzing, and structuring business requirements in close cooperation with business units, management, IT architecture, and development teams

• Creating and aligning business concepts, process models, user stories, and requirement documentation as the basis for technical implementation

• Analyzing and optimizing existing master data processes with a focus on data quality, responsibilities, and efficient data maintenance

• Designing and further developing CRM customer data processes while taking regulatory requirements and business goals into account

• Planning and moderating workshops with business, IT, and stakeholders for requirements analysis, process design, and solution finding

• Managing requirements and ensuring consistent communication between business and IT

• Using AI-supported analysis tools to help with requirements analysis, structuring information, and improving documentation quality

AI telephone assistant platform

Claude Code, Google AI Studio, Python, LLM / Voice-AI, PostgreSQL

• Conception and hands-on development of an AI-supported telephone assistant platform (voice AI / LLM) – from idea and architecture to MVP/product.
• Built agentic workflows and full automations with Claude Code and Google AI Studio.
• Also delivered AI-supported work in client engagements: used Claude Code for governance documentation, requirement drafts, and automations.

• Rework demand, development and operational organizational set up for the Solution Train
• Rework requirement refinement process flow from strategic theme to user story
• Introduction of visualization tools (Canvas) of work dependencies over different requirement levels and Solution Train leadership coaching