Customer Relationship Management Experts

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)

Working Environment

• Insurance / Claims Management (Property, Liability, Automotive)
• REST-based ClaimAPI with Guidewire ClaimCenter

Scope

• Further development of the internal REST-based ClaimAPI with Guidewire ClaimCenter as the backend and various portals/front-end offices as clients, and with the following objectives: + increased AI-supported claims processing outside of Guidewire ClaimCenter + and support for all lines (property, liability, automotive).
• Further development of automated claims processing

Activities

• Interfacing IT & Business
• Design activities with documentation in Confluence, Jira: + Requirements engineering (functional and non-functional) + Design of REST endpoints and coordination with interface partners (esp. AI-colleagues) + Identification, design and evaluation of alternative solutions (moving away from a monolithic approach toward fine-grained endpoints, with code reuse across all lines if possible) + Creation / refinement of product backlog items in Jira, i.e. epics, user stories and tasks, incl. alignment with developers & POs during (pre-)refinement sessions + Using AXA Secure GPT when creating / refining user stories (description, acceptance criteria) and designing REST endpoints + Estimation and prioritization of user stories and tasks during Sprint Planning sessions + Coordination and support during the implementation of Product Backlog items + Driving decision making with preparation and presentation of decision-making documents
• Quality assurance: + Test management, including test case creation using Xray in Jira + Test execution using Bruno as REST client and in Guidewire ClaimCenter + Submission of test artifacts for PO approval + Analysis of production bugs

Methods Big Room Planning (aka PI-Planning in SAFe), Scrum, BPMN, EPK, UML, ERM, DDD

Tools / Tech Stack Teams, Confluence, Jira with Xray, OpenAPI/Swagger, REST, JSON, XML, MS Office, Bruno, GitHub repository (reading), Guidewire ClaimCenter, AXA Secure GPT (AXA's in-house GenAI solution based on Azure OpenAI)

Management of data protection & IT security-related projects. Adjustments to knowledge management and consulting processes.

Activities:

• Data protection consulting
• Process optimization in in-house consulting
• Interface to specialist departments, IT security, development and management

Agile Transformation: introducing agile principles and transforming traditional IT departments into Scrum and Kanban teams

IT Operating Model: redesigning the IT organization and introducing modern delivery structures and roles

Flight Levels: building up Flight Levels practices within IT to align strategy, coordination and operational execution

Leadership & Coaching: recruiting Agile Coaches and coaching Scrum Masters and IT leaders

ERP Operations: acting as Interim Product Owner for the existing ERP landscape and ensuring business continuity

ERP Transformation: reorganizing and supporting the ERP migration as a Project Manager; Phase 1 (financial accounting) live since October 2025

Operational Core (ERP): establishing dedicated teams for ERP Support, Feature Development, and ERP Migration

Modern Workplace: initiating the transition towards a Microsoft 365-based cloud workplace environment

Integration: establishing a dedicated team to drive integration and connectivity initiatives

Warehouse Operations: building a cross-functional team to support logistics and warehouse-related capabilities

Maintenance & Operations (M&O): introducing a dedicated team for system engineering, security, stable operations and continuous improvement

AI Initiatives: identifying and promoting practical Artificial Intelligence use cases across the IT department

As Interim Head of IT for a German medium-sized industrial distributor, I am responsible for 31 IT employees and lead the digital and organizational transformation, reporting directly to executive leadership. I took over an IT department with almost no basic structures – no clear roles, processes, documentation or ticket system – and with significant technical debt that tied up most of its capacity. Introduced agile principles and ways of working in the IT organization and transformed the traditionally structured IT department into cross-functional Scrum and Kanban teams focused on transparency, collaboration, and customer value delivery.

Redesigned the entire IT organization by establishing a modern operating model, introducing new roles such as Product Owner, Scrum Master and Solution Architect and strengthening the organization through strategic hiring and targeted capability development. Recruited and onboarded Agile Coaches to accelerate the transformation and personally managed and coached Scrum Masters as well as IT department leaders to foster servant leadership, self-management and a culture of continuous improvement.

Aligned IT-internal planning across eight teams to three Flight Levels based on Klaus Leopold (strategy, coordination, team), laying the foundation for later company-wide portfolio management. Consolidated the backlog of more than 10 workstreams and prioritized it by business value and cost of delay. Introduced a ticketing system to increase transparency and enable data-driven decision-making, flow-based work management, and greater accountability at all levels.

Established and supported multiple cross-functional teams, including the Operational Core (ERP) domain with dedicated streams for Support, Feature Development and ERP Migration, as well as teams responsible for Warehouse Operations, Maintenance & Operations (M&O) including system engineering and security, Modern Workplace, Data Quality and integration initiatives. Worked closely with Agile Coaches to support team development, remove impediments, and continuously improve delivery effectiveness.

Acted as Interim Product Owner for the operation and enhancement of the existing ERP landscape while supporting the ERP migration as a Project Manager. Reorganized the project organization and had the already negotiated contract with the implementation partner realigned with a focus on approach and overall responsibility; Phase 1 (financial accounting) has been live since October 2025. Collaborated with the selected implementation partner to design and establish the project organization and target operating model for the ERP transformation, introducing agile delivery structures and ways of working. Facilitated the alignment between business, IT and the external vendor and played a key role in negotiating the contractual framework and delivery model to ensure a sustainable foundation for the transformation program.

Initiated the strategic modernization of the workplace environment through the adoption of Microsoft 365 cloud capabilities, establishing the foundation for enhanced collaboration, scalability and future digital services.

Launched AI initiatives to identify practical business use cases and promote the responsible adoption of Artificial Intelligence across the IT department. Encouraged self-management and empowered teams to take ownership of decisions, delivery and continuous improvement.

• Project management and consulting services with a focus on IT interim management: digitalization of corporate management, including processes and applications
• Assessment of the entire IT infrastructure, including applications, core processes and contracts, including cost optimization
• Evaluation and implementation of solutions to promote digitalization in the company in the areas of property management, CRM, invoice review and approval processes, smart metering, DMS and time tracking
• Digitization of file folders and introduction of SharePoint and Microsoft Teams as central document and communication platforms
• Design and delivery of an AI workshop, including the rollout of AI tools to increase efficiency and transparency in key business processes
• Preparation of training materials and delivery of user training for newly introduced digital processes and solutions

• Focus on optimizing and further developing the internal customer EBICS application
• Functional and technical consulting for Aareal First Financial Solutions AG on EBICS standard products and applications in the areas of operations and further development, as well as project-related communication with external development partners and the product manufacturer to implement the corresponding technical optimizations
• As the functional coordinator, providing advice on content-related and regulatory requirements as well as technical prerequisites and requirements, and bringing these together at the functional level
• Consulting on the use of EBICS formats
• Reviewing the current EBICS standard for optimization and further development potential
• Analyzing the current state to identify development potential and deriving appropriate recommendations for action while considering regulatory requirements
• Conducting EBICS tests throughout the project
• Functional responsibility for requirements management and, in this context, recording and documenting requirements for such tests
• Designing a functional and sustainable test management system
• Conducting and evaluating tests
• Consulting on sustainable quality assurance and audits
• Project language: German and English
• Tools/Methods: MS Project, MS Office, MS Visio, TestRail, Confluence, Jira, Business Logics Bankkrecher, Business Logics Test Data Generator, Business Logics Banking Tool, Business Logics Test System, DBEAVER, Squirrel, Unix Virtual Machines, WinSCP, Kitty, Putty, various Aareal Bank products, Online Banking Portal, Aareal Sign, core banking system, SAP Blue Eagle, SAP RE-FX, Aareon Wodis Sigma, Haufe Real Estate Wowinex, GAP Group Immotion, UTS Karthago, SAP IS-U/Waste, SIV kVASy, various EBICS clients

• Developed a market entry strategy for the claims division of an insurance services provider.
• Analyzed and optimized existing claims processes.
• Defined management metrics and KPIs to improve performance and efficiency.
• Advised management on market positioning and process digitalization.
• Led an IT team of 13 employees as part of an interim vacancy cover.
• Ensured stable IT operations and managed external IT service providers.
• Led regulatory projects, particularly the implementation of the DORA regulation.
• Prepared and supported an IT security audit.
• Change management and conflict moderation in a challenging transformation environment (FI migration).

• Managed the integrated SAP S/4HANA delivery plan for 12 BTS workstreams, including milestone, dependency, and governance management.
• Coordinated end-to-end delivery across Business, IT, and Operations, focusing on execution, readiness, and issue resolution.
• Responsible for RAID, test, cutover, and deployment management to ensure a successful go-live.
• Implemented KPI tracking, status reporting, and PMO governance to provide transparent management of performance, risks, and escalations.

• 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

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.

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

• Supported monthly and annual closing activities
• Checked incoming invoices for formal and factual accuracy
• Posted incoming invoices
• Contact person for internal departments on accounting matters
• Created and maintained vendor master data
• Processed open items
• Took on additional accounting-related special tasks
• Managed the functional mailbox
• Performed payment runs

Training and knowledge transfer – Accounts Payable:

In addition to the tasks above, I was responsible for training and transferring knowledge to 8 employees of an external service provider in India who took over the accounts payable activities:

• Conducted structured training and practical guidance throughout the accounts payable process
• Trained employees in checking and posting incoming invoices, including formal and factual checks
• Taught vendor master data maintenance, open-item processing and payment runs
• Trained employees in using the functional mailbox and communicating effectively with internal departments
• Explained accounting procedures, controls and company-specific accounts payable requirements
• Conducted “Training on the Job” using practical posting cases and real business transactions
• Supported the team in independently carrying out accounts payable processes and resolving accounting questions
• Checked the quality and accuracy of work results and provided continuous feedback and coaching
• Supported the transfer of accounts payable processes to the external service provider and ensured structured knowledge transfer and an orderly handover
• Supported a smooth transition by documenting processes, clarifying responsibilities and ensuring consistent application of accounting requirements

Software: JDE, ELO, SAP Concur

• Customer Service Reorganization at DCS Digital Charging Solutions, Munich

• Management of nearshore service providers

• Implementation of scorecard, Q-management and CSAT management definition, customer loyalty

• Customer Service Reorganization Strategy at TWS Total Webhosting Solutions Group, Amsterdam

• Brand consolidation

• Webhosting mass market customer service strategy

• Q-management and CSAT management definition, upselling

• Provider Strategy Nearshore Customer Service, RFP process at Advanzia Bank, Luxembourg

• Definition of upsell campaigns for business customers from ISDN to NGN (VOIP) at 1&1 Versatel GmbH

• Customer approach, switching terms, order entry, service delivery, end-to-end processes, customer communication

• Definition of customer service processes (telecom, mass market, use cases) at E.ON Broadband, Avacon Connect GmbH, Berlin and Sarstedt

• Order entry, field sales processes, commission settlement, requirements for the CRM system (MS Dynamics), service provider management

• Definition of statement of work for phone and written contacts (skill definition, forecast process, SL measurement, quality measurement, scorecard, bonus-malus) at Lechwerke, LEW, Augsburg

• Support of tender process for service provider selection

• PMO Lead Security Clearance 2 (SÜ2) verified
• Reporting to the GMN sub-program management
• System maintenance 25+
• Functional management and coordination of the Jira setup
• Preparation of decision papers (e.g. project planning, governance model, communication plans, controlling models, roles and responsibilities matrices)
• Development of program-wide knowledge management using Confluence, creation of Jira concept
• Development of an access concept for all project tools
• Analysis of existing processes, identification of improvement potential, and design of solutions to increase efficiency and effectiveness
• Development of a concept for introducing automation approaches into existing tools
• Creation of intranet articles for project marketing
• Responsible for project governance through reporting and resource planning in the sub-program
• Agile development of the project methodology
• Gathering customer requirements (Requirements Engineering)
• Preparation and support of contract negotiations (7-year term, 500+ million budget)