IBM Planning Analytics Experts

• Process Owner SAP ERP 8 FI, CO & Investor Relations
• Process Owner SAP Success Factors
• Responsible for 4 teams, 39 FTE
• Full responsibility for end-to-end processes in SAP for Finance, Controlling, HR, Investor Relations
• Interface to certified public accountants for Finance IT (KPMG)
• ITIL-4 implementation for service request change request and project management with Service Now (Project Manager)

• 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

Development of AI-based and classical models for analyzing medical and patient data, including medication analyses, diagnosis analyses, forecasts, procedure analyses, dosage analyses, comorbidity analyses, prescription analyses, patient potential analyses, and referral profile analyses. Analyses in the area of Real World Evidence.

• Gathering customer requirements
• Planning the subproject
• Designing and defining KPIs
• Designing and developing models and visualizations of the results using customer dashboards
• Developing and implementing DWH adjustments
• Deriving recommendations for action

Methods, technologies: Simulation, Artificial Intelligence, Python, R, SQL, Microsoft Power BI, Amazon Web Services, Elasticsearch, PostgreSQL, Databricks, Multivariate Statistics

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

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

• Designing a planning solution to improve energy efficiency

• Creating a concept for an energy management system

• Planning a measures planning component to gradually reduce energy consumption

• Evaluating planned measures by assessing opportunities, risks, and effectiveness for integration into planning

• Defining requirements for a data model to compare planned vs actual data in the dashboard

• Consulting (2023-05-01 – present):

• Expanding accantec PerCon permission management to IBM Planning Analytics

• Analyzing permission requirements and aligning with IBM Cognos Analytics and Tableau

• Extending accantec PerCon with IBM Planning Analytics via REST API

• Printing (2023-04-01 – present):

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

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

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

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

• Optimizing, extending, and operating a long-standing BI planning landscape

• Upgrading the Jedox solution from version 2019.1 to 2022.2

• Optimizing ETL processes and reports, and implementing automated ETL

• Connecting various accounting and management systems

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

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

• Developing planning scenarios for FP&A and creating budget monitoring reports

• Designing and implementing new OLAP cubes and reporting

• Conducting user trainings based on customer requirements

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

• Migrating and optimizing an existing Jedox solution

• Merging reporting and planning systems in Jedox

• Building a central group reporting with plan vs actual comparison for FP&A

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

• Producing forecast reports, managing permissions, and training users in an international setting

• Finance (2020-05-01 – 2023-03-31):

• Enhancing 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

• Conducting user trainings for report creation

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

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

• Creating ETL processes to load dimensions and OLAP cubes

• Building reports, planning input 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

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

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

• Reviewing and adjusting existing reports

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

• Migrating a Jedox solution from version 5 to 2022.2

• Performing a system update with configuration adjustments and performance issue analysis

• 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 metrics with MDX

• Supporting users with Power BI requests

• 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.

Focus areas: knowledge transfer, reporting, cost analysis Tasks

• Ensure knowledge transfer from the outgoing controller
• Document key controlling processes
• Operational controlling (cash flow planning, reporting)
• Simplify 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

• Support for implementing the Pimcore CMS, support assistance, and partner management for the existing application landscape.
• Know-how transfer to the existing application landscape.
• Advising stakeholders on the new implementation.
• Support in data modeling for Pimcore.
• Designing and overseeing data migrations from Salesforce to Pimcore using ESB.
• Creating user stories.
• 3rd level support for business-critical processes.
• Technologies: Salesforce Marketing, Sales, and Service Cloud; Talend ESB; Pimcore; Shopware; ERP system Move; DB2; MySQL; MS Office; MS Visio; Jira; Confluence.

• Designed a future-proof client database for marketing purposes
• Analyzed requirements, designed, and modeled an entity-relationship model
• Consolidated and optimized a client file from various data sources for targeted marketing campaigns
• Worked closely with marketing and IT in an agile environment to iteratively develop the solution
• Technologies and methods: MS Office (mainly Excel), MS Dynamics CRM, MS SharePoint

• 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

• While running FP&A processes, initiated and implemented changes therein, improving depth, speed, and accuracy: performance analysis; monthly reporting to the shareholders; forecasting/estimating; annual planning/budgeting
• Quantified and formulated a strategic plan for the Group
• Provided insights leading to operational and strategic decisions
• Ensured timely progress in strategic projects
• Corporate Finance
• Data Analytics
• Presentation/Pitching
• Stakeholder Management
• Strategic Planning / Budgeting

• Configuration and expansion of monitoring
• Setup of a monitoring test instance and inclusion of Windows and Linux servers
• Creation of documentation for the checkmk environment
• Handover to operations
• Administration, installation, documentation
• IT environment: Windows Server 2019, Ubuntu Server, Checkmk

• Developed organization, task descriptions, processes and systems of the controlling system to improve activities.
• Harmonized ERP software within the group across IT procurement, plan data, controlling and reporting.
• Designed the basis for an agile and modern IT control system.
• Set up budget plans and supported master data and planning.
• Monitored and validated projects in the PM tool Sciforma, covering OPEX and CAPEX in line with legal requirements and group rules.
• Performed PMO assistance activities including meeting minutes, presentations and reports.
• Tools: SAP FI/CO, SAP MM, SAP PPM, PM-Tool Sciforma, MS Office 365.

• Development of a planning workbook for P&L and balance sheet items

• Introduction of planning workshops with management, procurement, and plant construction managers

• Mapping the original plan into an SKR04 structure

• Analysis and optimization of the payment run process, implementation of CANDIS.IO and Datev

• Determination of capital requirements for all entities until 2025

• Implementation of planning structures

• Setup of a basic actual vs. target reporting, resulting in higher cost transparency