Customer Relationship Management Experts in Munich

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.

Overall business responsibility for a program-wide initiative to create a central, authoritative data foundation for business customer master data (contacts and locations) within an IT service management transformation program.

• Managed the Epic portfolio from exploration through launch; prioritization and quarterly planning in a SAFe environment
• Aligned business units, architecture, and IT delivery around a shared vision and clear rules for data ownership (Data Governance)
• Prepared and secured scope and key decisions with program leadership, including deliberate descoping
• Managed risks, dependencies, and escalations; reported to program leadership and the PMO
• Developed the 2027 roadmap as a basis for budget and portfolio planning

Result: a clear MVP scope, key decisions made, and a 2027 roadmap. The program continued after handover without any loss of knowledge.

• 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

• 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

• Project management in the area of “Campaign, Offer and Performance Management Classic” for PAYBACK partners from the retail, FMCG and financial services sectors
• Campaign planning, development and implementation of offer-specific concepts and measures for the channels newsletter, digital advertising (web and app), stand-alone mailings and the print mailing “PAYBACK Punkteübersicht”
• Coordination with PAYBACK program partners (including American Express, Netto, EDEKA, Marktkauf & Trinkgut), PAYBACK departments and agencies
• Documentation of tasks and processes as well as onboarding of future job holders

• Active sourcing and recruiting for individual assignments (Finance, IT, Procurement)
• Training of recruiting departments
• Training of specialists and managers for job application situations and interview techniques
• Application coaching and CV consulting

Selected Mandate - PE-Owned Portfolio Company

CFO Office execution mandate with Transformation CFO scope after CFO transition. Reporting directly to the combined CEO/CFO role, with one individual holding both CEO and statutory CFO responsibility.

• Managing liquidity forecasting, cash management and short-term cash visibility; preparing investor and lender reporting.
• Stabilizing finance operations, reporting cadence and finance interfaces across HQ and subsidiaries.
• Providing extended finance leadership, people leadership and hiring support for the finance function.
• Supporting budgeting, forecasting, FP&A cadence and management reporting.
• Restoring finance cadence across liquidity, reporting, stakeholder communication and management decision support.
• Leading performance recovery support for a US subsidiary.

• IT solution (Interim Marketing and Product Portfolio Manager DACH): Established the brand as the market leader for automated proctoring solutions; built key influencers in higher education and corporate learning; built a sales pipeline and a targeted lead generation process; delivered all online and offline media; developed a PR strategy for regular and crisis communications
• IT solution (e-ID platform provider): Market and potential analysis and business plan assessment for the DACH region; target group segmentation; translated requirements for product management; generated initial pilot projects; developed targeted messaging; PR strategy for special-interest media
• IT solution (mid-sized partner for a leading CRM solution): Analyzed market potential in DACH; developed the business plan and repositioned the company; built lead generation; doubled revenue within two years by integrating marketing and sales
• Energy (Marketing and Product Portfolio Consultant for an investment company with more than 200 investments): Developed a concept to market different service companies under one umbrella brand; delivered an event concept for the annual group meeting; advised on the selection of an advertising agency
• Furniture (Product and Marketing Manager for a mid-sized Italian furniture manufacturer): Market potential analysis and risk assessment for DACH; defined the revenue plan for Germany and Austria; developed the Go2Market strategy; positioned the brand in the upper mid-price segment; won the first specialist retailers and end-customer projects; developed the brand story, corporate design, and communication materials
• IT solution (Interim Marketing and Product Manager DACH for an electronic signature portal): Launched the solution; formulated key messages for lead generation; defined value propositions by industry and target group; delivered online activities and a trade fair concept; won the first pilot customers and built the sales pipeline
• IT solution (Interim Marketing Director and Product Management for a mid-sized ITSM consultancy): Repositioned the company; established it as a relevant partner for large corporations; built lead generation and aligned sales and marketing; built the sales pipeline; connected licensing and professional services; developed a PR strategy; increased revenue from 2.5 million to approx. 18 million after 4 years

• Managed the successful overall Trial and Commercial deployment of OpenRAN technology and swap-out of legacy SRAN for 2 mobile network operators in Germany.
• End-to-End Project life cycle governance and coordination of multiple Workstream leads i.e. Operations, Performance, Site Solution Management, Design, SW Delivery, Integration & Implementation, OSS Tools, 3rd-party Resource Support.
• Project planning to cover major milestones by delivering roadmap alignment in compliance with the German Network Regulatory Agency (BNetzA), as a vendor.
• Provided pre/post-Sales support to the Accounts Team for RfP/RfQ submissions.

• Implemented optimized management control and PowerBI solutions for the Power and Gas departments
• Perform a value chain analysis and create a business case with three scenarios and a value creation roadmap

Service provider: technical documentation, translations, training, consulting activities D-A-CH Focus on automotive, mechanical engineering, medical devices (LifeSciences) SMB, key accounts (all automotive OEMs) Sales strategy, marketing, pricing Operational sales activities

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.

• Project management for a simplification project to reduce effort for an IT transformation project
• Stakeholder management and preparation of decision documents for top management
• Scoping and PI planning across multiple delivery streams
• Planning requirements for the transformation project
• Creation of partner and customer journeys for the structured end-to-end capture of requirements
• Design of suitable tracking methods for project progress
• Coordination with IT service providers and transformation project committees