Document Management System Experts in Germany

• 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

Migration of an existing application to a new IT infrastructure.

• Managed all project activities (infrastructure, applications, data, security, architecture)
• Planned complex network architectures with security requirements
• Designed and coordinated firewall configurations
• Planned and managed interfaces between ERP, cloud, and third-party systems
• Coordinated middleware solutions (e.g. SAP Integration Suite, MuleSoft, Boomi)
• Defined data flows, mapping rules, and integration architectures
• Managed data migrations and master data harmonization
• Coordinated with business departments, IT teams, service providers, and external partners
• Team size: International team of 35 employees – Germany | Poland | India | USA
• Languages: English

Tools: Microsoft Office (Word, Excel, PowerPoint, Project), Brainloop, Jira, Confluence, MS SharePoint

• Built a scalable nearshore IT developer hub (Croatia, Czech Republic, Poland) as an independent company through a BOT model (Build – Operate – Transfer)
• Identified, selected, and managed full-service agencies; introduced management and control mechanisms, including KPIs, SLAs, and regular service reviews
• Prepared and reviewed data processing agreements and framework contracts in coordination with Legal & Compliance; integrated regulatory requirements (including KRITIS) into process design
• Advised on cloud vs. on-premise strategies, data storage, and authorization concepts; supported Procurement with tendering and service provider evaluations
• Managed change and process harmonization between internal teams and nearshore partners; reported to executive management, CFO, and CIO

Result: Scalable IT developer hub with an audit-ready governance model, reduced operating costs, and accelerated product development.

• 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

• Expert in the company's architecture management area

• Support for standardizing the company's IT landscape

• Further development of architecture management

• Shaping the company's business architecture

• Restructuring, administration and maintenance of all IT assets

• Support in creating a unified software asset management and CMDB

• Creation of unified document management (e-file)

• Transition of documents into a central DMS structure

• Link between architecture management and the department's internal business process management

• Support in developing strategic and tactical development plans

• Organizing communication with key stakeholders

• Support in the conception, organization and coordination of the architecture office to be built up

• Accompanying and advising the entire architecture management process

• Advising the company's business units on architectural topics and their framework conditions

• MS Office, Windows 10, VBA

• ITIL, TOGAF, PowerBi, Kanban, Scrum

• Internal agency tools

• Open Touch Conversation, Webex, wire, bdbos

• MS Sharepoint, JIRA, Confluence

• ARIS, Archimate, BPMN

• 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

• Cleared a backlog of incoming documents over five months;
• Clarified residual items and overdue open items;
• Checked, reconciled, and clarified accounting matters;
• Analyzed existing processes and implemented process improvements;
• Processed accounting transactions in SAP FI and MM

SAP HANA - SuccessFactors deployment

• Implementation of sub-modules Recruiting + EC Benefits + TeamGoals
• Global rollout with adaptation to country-specific legal requirements, including standardization
• International stakeholder management
• Onboarding of the new group companies in Kenya and Greece regarding SAP SuccessFactors

Project: Process optimization & IT support in an insurance broker office.

Project activities:

• Analysis of processes and definition of requirements
• Consulting for the implementation of a cloud solution (soho)
• Installation and verification of new infrastructure HW
• Cloud installation & configuration
• Definition and creation of use cases
• Performing user acceptance tests (UAT)
• User training / training
• IT support (cloud, PC, server, printer, network)

Label: Insurance, infrastructure, configuration, training, support

• Technical leadership and further development of a team of 28 IT staff (internal & external) in the areas HelpDesk/HelpLine, RHEL (Red Hat), MUREX (trading system & applications), SAP basis operations
• Managing external service providers (including FI-TS for SAP basis operations)
• Personnel, resource and budget planning for the IT department and projects
• Introducing and establishing regular communication formats (weekly status meetings, team and cross-department meetings)
• Ensuring application operations in a hybrid environment (Windows/Linux with database and web/application servers)
• Supporting transformation projects to modernize the application landscape (e.g. DevOps approaches)
• Setting up and implementing a digital IT procurement for hardware & software (e.g. with DELL)
• Developing and managing the "IT Operations DOS" department based on corporate strategy
• Preparing management reports & decision papers on IT projects, optimization potential and automation opportunities
• Representing the department in the advisory boards of the Rentenbank and ensuring regulatory compliance (BaFin §44, GDPR, BSI, MaRisk)

• Create a tracking concept for Google Tag Manager and Google Analytics including data layer, events, triggers, and reporting
• Manage the project team (developers, designers, performance specialists)
• Serve as communication interface between stakeholders and digital departments

• Development and operational implementation of effective pre-sales activities for new customer acquisition
• Operational development and implementation of best-practice conversation strategies
• Process development and process optimization
• KPI measurement, regular communication
• Coaching of the sales employees and managers involved
• On-the-job telephone training with "demonstrating" in customer conversations
• On-the-job sales coaching for sales with "demonstrating" in customer conversations
• Change management of pre-sales activities

As project manager for the Odoo implementation at a small company, I was responsible for designing, implementing, and training a fully integrated CRM and accounting system. Through structured requirements analysis, precise data migration, and targeted change management, I was able to complete the rollout in just eight weeks. The project led to a significant reduction in manual tasks, faster business processes, and increased real-time transparency.

Main Responsibilities

Requirements analysis and process mapping Configuration of Odoo modules: CRM, Sales, and Accounting Data migration (Excel/CSV → Odoo) and quality control Creation of workflows, automated email rules, and dashboards Conducting training sessions and providing support after go-live Project coordination (budget, schedule, stakeholder communication)

Key Achievements

Full implementation of the Odoo suite within the set timeframe (8 weeks) 30% reduction in accounting time and 25% acceleration of the lead-to-sale flow 100% customer satisfaction after go-live, based on survey results Successful migration of 100% of existing master data without data loss Establishment of a sustainable support infrastructure (3-month post go-live support)

Impact

Improved decision-making through real-time dashboards and automated reports Increased efficiency and cost savings (≈ €8,000/month) Scalability for future growth (additional modules can be integrated seamlessly) Strengthened sales and finance departments through seamless process integration

This summary highlights how I created concrete and measurable value for the company through structured project work, technical expertise, and targeted training.