Customer Relationship Management Experts in Germany

• Set-up of the data center in Oberkochen (Defence division)
• Planning of the fiber-optic ring and simulation of Wi-Fi coverage
• Installation plan for WAN and LAN cables for office and production (infrastructure)
• Adaptation of the SAP system (R3) for the Oberkochen site (software)
• IT transformation of the SAP system to SAP HANA
• Planning of network infrastructure and server technologies in the SAP environment
• Pre-sales support and establishment of change management
• Independent coordination of utilities according to time, budget and quality
• Mapping of the project in MS Project and SERVICENow
• Development and design of hardware and software
• Demand management and portfolio management
• Set-up of a risk register and migration plan
• Preparation of payment-supporting documents in coordination with the responsible finance and commercial functions
• Budget: 5 million - 34 FTE

• 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

• 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

• 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

Process architect and transformation driver for company-wide excellence initiatives (covering a vacancy) Establishment and management of a company-wide process and governance framework to strengthen structure, leadership and effectiveness in an internationally growing family-owned company. Responsibility for the global process house, end-to-end governance, process role architecture and further development of the integrated management system – including international implementation (Romania, USA).

Scope:

• Management of the Business Excellence department with 6 employees and functional leadership of 20+ Process Owners
• Establishment of a global process operating system (architecture, roles, governance, global-local logic)
• Development of a group-wide control and KPI system for processes (transparency, KPIs, maturity)
• Introduction of mechanisms to ensure effectiveness in day-to-day operations (role enablement, communities, feedback)
• Governance and role framework for new production sites in Romania and USA (mandates, roles, decision logic)
• Stabilization and further development of the integrated management system (IMS)

Sustainable Results:

• Global process operating system established - Structure, roles, governance and global-local rules defined as a binding framework and anchored in the management system — the basis for consistent management and scalability.
• End-to-end process ownership strengthened - Process Owner roles globally defined, qualified and anchored in Communities of Practice — clear ownership structures across all sites for the first time.
• KPI and process management logic established - Uniform KPI system, maturity model and reporting principles developed — the basis for fact-based decisions, prioritization and transparency throughout the company.
• Effectiveness in day-to-day operations increased - Enablement architecture, onboarding mechanisms, regular meeting formats and feedback loops introduced — the process system is applied in daily work and continuously improved.
• Governance framework for new site implemented - Mandates, roles, decision paths and escalation logic for the new production site in Romania developed — clear structure for setup, management and integration.

• 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)

• 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).

• Development of a digital audit application for inspections in medical facilities. The goal is to connect on-site data collection, voice recording, documentation and downstream processes in one end-to-end, AI-supported workflow.

• Design and development of a Flutter audit app with Claude Code for the structured execution and documentation of inspections.

• Processing of voice recordings captured in the app through automatic transcription and AI-supported creation of structured inspection reports, followed by an approval process

• Connecting various data sources such as email, Odoo 19, attendance records and Google Drive via n8n to automate billing and follow-up processes

• Automatic provision of required documents and email delivery through n8n-controlled workflows, including the use of LLMs for text creation

• Skills: Flutter, Claude Code, LLM Integration, n8n, Odoo 19, Google Drive, Process Automation

• Product Analytics, Mobile App Tracking & Tracking Governance (B2C Mobility App) – agile project management (Scrum/Kanban)
• Product Ownership for Product Analytics and Mobile App Tracking of the EnBW mobility+ app; gathering, prioritizing, and translating business requirements into actionable concepts and Azure DevOps user stories with acceptance criteria.
• Derivation of tracking requirements when introducing new app features (including Resilient Map), definition of tracking parameters (screens, events, custom definitions), and ensuring privacy-compliant tracking (Firebase, GA4, Adjust) based on the tracking concept.
• Design and adaptation of dashboards and funnel reporting for campaigns (GA4 validation, onboarding and order flow analyses, conversion funnels, charging start flow) to identify drop-off points and optimization potential.
• Management of the technical raw data export (Adjust to BigQuery) and connection to the data warehouse/data lakehouse, including data mapping; collaboration with international development teams, Data Engineering, Marketing/Sales, and Product Management.
• Establishment of standardized tracking architecture, naming conventions, and governance; analysis and expansion of tracking (new features and “blind spots”), test design, handover to testers, and quality assurance and approval before releases; documentation in Conceptboard.

• New development and further development of the existing MS Dynamics CRM

IT systems: Microsoft Dynamics Customer Service, SharePoint, DevOps, SAP IS-U

• CRM implementation / further development
• Taking over from the previous service provider
• Business process analysis
• Agile project organization
• Business analysis / requirements engineering with AI support
• Use of AI in development
• Analysis of master data processes
• CRM customer data management
• Requirements documentation
• Stakeholder management
• Workshop moderation

• 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

• Conclusion of partner agreements with OnePlan (portfolio management) and ForProject/EVMS (project controlling); ongoing qualification and implementation of both tools.
• Project management for the relaunch of [link] with a new focus on integrated PM/PPM toolchains.
• Development and implementation of approx. 60 PM standard methods (PMSP, CMSP, QMSP) according to ICB4 & PMBoK8 as a database application on MS Power Automate / M365 / MS Project, with a planned cloud launch in 2025.
• Deployment and cut-over standard process defined as Quality Gate QG07: go-live plan, cut-over plan, communication package, production launch, smoke test in production, hypercare team, incident and SLA management, confirmation of production stability and operational handover.
• Development of a classification and retrieval system (TOC) for ChatGPT projects to enable immediate cross-application object activation.

Tools: LinkedIn, Claude, ChatGPT, Gemini, Infinity, MS Copilot, OnePlan, EVMS/ForProject, Power Automate, SQL DB, O365, MS Project, MS Cloud, ICB4, PMBoK7, M365, Teams