IBM Planning Analytics Experts

I am an experienced data engineer specializing in end‑to‑end data integration, cloud DWH architectures, and high‑quality, governed data products.

I delivered following projects and engagements as a freelancer.

• Data Migration of CRM System for AL-FA Objekt Service Gmbh
• Microsoft Software Resales Partnership

I am looking for freelance roles like: Freelance Data Engineer Cloud Data Warehouse Architect Data Modeling & Architecture Consultant MDM & Data Governance Specialist BI & Analytics Developer

Technical Focus Areas

• Data Engineering & Integration: SQL Server/SSIS, Informatica PowerCenter/IDQ, Talend, Kafka, Azure Data Factory – Delta/CDC/ELT patterns, robust pipelines, monitoring/recovery, data lineage & impact analysis, medallion architecture Bronze/Silver/Gold layers
• DWH & Cloud: Azure SQL / Data Lake / Synapse, AWS Redshift/S3, on‑prem SQL/Oracle – scalable data marts with a strong cost/benefit focus.
• Data Modeling: Atomic (Inmon) and Dimensional (Kimball), Data Vault (Linstedt), Domain‑Driven Design, clear lineage & contracts.
• MDM & Governance: Informatica MDM, IBM MDM, stewardship processes, data quality rules, survivorship/XREF, catalog/glossary, SIF/BES/REST publication.
• Analytics/BI: Power BI, SSAS, Cognos – business‑ready, maintainable data products.

• Development controlling systems:
• Validate various Business Cases
• Develop organization, task description, processes and systems of the controlling system to improve activities
• Harmonize ERP software within the Group (IT-Procurement – Plan data – controlling – reports)
• Budget Master data and Planning:
• Set-up phase oriented project planning
• Monitor and validate projects: OPEX and CAPEX due to laws and concern dependency rules
• Validate regulatoric calculations
• PMO assistance activities
• presentations and reports Tools: SAP 4/HANA; SAP ERP Central Component (SAP ECC): SAP FI/CO; SAP MM; SAP PPM; BOARD; TABLEAU; MS Office 365;

Planning and updating the entire environment to Windows Server 2022 and 2025

• Hardening of DCs and servers, setup of event log forwarding
• Migration of all existing Windows 2019 servers (including Active Directory DCs, DNS and CA) to Windows Server 2022 and 2025
• Automation of security patches for the Hyper-V clusters via PowerShell (CAU)
• Network administration
• Continuous operation and support of the MS Hyper-V environments

Technical environment: BDC

• Design of BDC project: role design, space design, authorization concept, naming convention
• Template development of database artifacts for master and transactional data

• Development of Power BI reports, measures, and KPIs for sales, purchasing, materials management, warehousing, and production
• Analysis of the proALPHA database (Progress OpenEdge) and high-performance SQL queries for extraction and transformation
• Data models, ETL processes, and pipelines including automated refresh via Power BI Service and Data Gateway
• Gathering requirements and implementation in close coordination with the specialist departments

Selected projects:

• Sales report: revenue, incoming orders, and order status
• Purchasing report with automated purchase suggestions (Power Automate)
• Monitoring of missing parts for production and materials management
• Production bills of materials on Microsoft Fabric including deployment pipeline (Dev → Prod)
• Forecast comparison report
• Central Power BI apps that bundle all reports by department

Technologies: Power BI, DAX, Power Query (M), SQL, proALPHA, Progress OpenEdge, Microsoft Fabric, Power Automate, Python

• Replacement and renewal of the existing client PCs with an upgrade to Windows 11 and mobile workstations with laptops and docking stations
• Introduction of Office365 with OneDrive use
• Introduction of e-invoicing with DATEV accounting software
• Revision of the standard office applications in daily use
• File storage in SharePoint instead of local data storage
• New authorization structure for users
• Use of Microsoft accounts to synchronize profiles
• Reorganization of the document scanning process with storage in SharePoint
• New backup concept in addition to the Microsoft cloud solution
• Introduction of new data structures: review and separation of data into active, inactive, private, business
• Simplification of processes
• Increased data security and improved security
• Permanent data availability at all internal and external workplaces

• Migration of existing data jobs from Cognos Data Manager to Tibco/IBI Datamigrator
• Migration data jobs parametrisation for dynamic runs
• Optimisation and cutting-back
• Regression tests
• Knowledge transfer and documentation

Project: Digitalization of Warehouse Processes | Building a Data Analytics Platform.

• Built a web-based workforce allocation system that digitized daily shift planning by matching worker expertise to operational zones, replacing manual coordination with a structured workflow adopted across the site, saving supervisors time on daily planning.
• Developed a real-time operational visibility dashboard giving supervisors a live view of task throughput and outstanding workload across warehouse zones throughout the day, helping reduce overtime and idle labour costs.
• Developed a slotting optimization solution to improve warehouse picking efficiency and reduce picking time per order, working directly with operations teams from concept through production deployment.

Technologies used: Python, Django, PostgreSQL, Pandas, NumPy, HTML, Java, JavaScript, Docker, Kubernetes, AWS, Power BI, GitHub Actions CI/CD, GitOps, Claude, OpenAI

• First-time InEK costing for four facilities
• Project management
• Products: Orbis, SAP, Excel, TIP HCe, Logex

• Shifted roles from Business Analyst to Project Manager: steering delivery instead of gathering requirements.
• Led the make-or-buy decision and presented it to the Group IT management.
• Provided functional input for procurement contract negotiations, followed by sprint-based partner management.
• Evaluated the low-code platform OutSystems against the complete requirements catalog.
• Transferred the requirements catalog to Jira: ten epics, more than 140 issues, and acceptance criteria in Given-When-Then notation.
• Assessed three implementation partners.
• Implementation is progressing in sprints based on the delivered backlog.

Methods and approaches: Make-or-buy assessment, user stories with Gherkin, sprint management, migration planning

Enterprise systems: OutSystems, SAP S/4HANA, PCM, Snowflake, IBM Planning Analytics (TM1), Jira

Technologies and tools: Python, Microsoft Excel, Claude (Anthropic API)

• Energy Management (2023-08-01 – today):

• Designing a planning solution to increase energy efficiency

• Creating a concept for an energy management system

• Planning a component for action planning to gradually reduce energy consumption

• Evaluating planned measures based on opportunities, risks, and effectiveness for inclusion in the planning process

• Designing requirements for a data model to compare planned and actual data in the dashboard

• Consulting (2023-05-01 – today):

• Extending the accantec PerCon authorization management system to IBM Planning Analytics

• Analyzing authorization requirements and comparing them with IBM Cognos Analytics and Tableau

• Extending accantec PerCon with IBM Planning Analytics via REST API

• Printing (2023-04-01 – today):

• Supporting the introduction of a data warehouse solution with IBM Cognos Analytics 11

• Supporting the introduction of a reporting system based on a standard data warehouse

• Supporting report developers and developing custom controls to optimize the user interface

• Healthcare (2020-08-01 – 2023-03-31):

• Optimizing, extending, and operating a historically grown BI planning environment

• Updating the Jedox solution from version 2019.1 to 2022.2

• Optimizing ETL processes and reports, and implementing automated ETL processes

• Connecting different accounting and administration systems

• Writing completed plans back to source systems and implementing complex allocation logic

• Building and maintaining dimensions and hierarchies (corporate structure, P&L)

• Developing planning scenarios for FP&A and creating reports to monitor the budget

• Designing and implementing new OLAP cubes and reporting

• Providing user training according to customer requirements

• Industrial Sector (2020-04-01 – 2020-12-31):

• Migrating and optimizing an existing Jedox solution

• Combining the reporting system and planning system in Jedox

• Building a central group reporting system with plan-versus-actual comparisons for FP&A

• Optimizing KPI calculations and existing reports, and creating new reports

• Creating forecast reports, managing authorizations, and providing user training in an international environment

• Finance (2020-05-01 – 2023-03-31):

• Further developing and operating an existing Jedox solution

• Designing and developing new OLAP cubes for controlling

• Building hierarchies in dimensions (e.g. P&L) and updating the Jedox system in a Linux environment

• Providing user training on report creation

• Trade Fair (2020-06-01 – 2023-03-31):

• Designing and developing a BI planning solution in Jedox with a data warehouse structure

• Creating ETL processes to load dimensions and OLAP cubes

• Building reports and plan-entry forms, and implementing business logic (P&L, allocation logic)

• Implementing planning and analysis reports as well as a security concept in Jedox

• Industrial Sector (2021-03-01 – 2023-03-31):

• Migrating and optimizing an existing Jedox solution

• Updating the Jedox solution and migrating ETL processes from Pentaho Kettle to Jedox Integrator

• Optimizing SQL queries, analyzing the system, eliminating redundancies, and developing new ETL processes

• Analyzing and adapting existing reports

• Staffing Services (2022-07-01 – 2022-10-31):

• Migrating a Jedox solution from version 5 to 2022.2

• Updating the system, adjusting configurations, and analyzing performance issues

• Optimizing the OLAP database by streamlining dimensions and removing unused cubes/data

• Finance (2021-10-01 – 2022-02-28):

• Creating OLAP cubes in Microsoft SSAS

• Building dimensions and hierarchies and calculating KPIs with MDX

• Supporting users with Power BI requests

Focus areas: Knowledge transfer, reporting, cost analysis Responsibilities

• Ensuring knowledge transfer from the departing controller
• Documentation of key controlling processes
• Operational controlling (liquidity planning, reporting)
• Simplification of the cost center structure to improve cost analysis Results
• Transparent knowledge transfer and sustainable documentation of controlling processes
• Improved cost analysis and more efficient reporting

• The goal of Afworki GmbH IT-Consulting is to make small and medium-sized companies more competitive by overcoming challenges in digitalization, automation, and data management.

• Tailored technology, strategy, and specialist consulting designed to meet the individual needs of each company.

• Analyzing the company's current situation and developing the best possible solution together with the client.

• Using both agile and classical IT project management methods to deliver projects on time and within budget.

• Focusing on automating and orchestrating all data flows in a data warehouse to create a unified and standardized data foundation.

• Considering the dependencies between IT and business to achieve sustainable positive effects.

• Employing modern strategies and tools specifically tailored to the company's needs.

• Supporting digitalization, the introduction of agile working methods, and the creation of up-to-date reports and analyses.

• Objective: streamlining management and enabling well-founded, data-driven decision-making.