Microsoft 365 Experts in Munich

CXO AI OS is an agent system made up of six components. Instead of using AI as a chat window, it creates a system that understands a company’s context, makes decisions according to its rules, and acts on its behalf.

• For mid-sized companies: a guided sprint followed by ongoing operations for a team, department or prioritized cluster, based on an AI assessment
• For self-employed professionals: a program where participants build their own agent system
• Sequence in the company: assessment, prioritization, sprint, operations
• Implementation in Claude Cowork or ChatGPT Work, without coding
• Architecture: Chief of Staff, Goals, Advisors, Agents, Context, Catalog

Carve-out and post-merger integration of two automotive engineering companies under Accursia Capital, 6 locations in Germany and Spain, 250+ employees after the carve-out. Reporting directly to the investor, with overall IT responsibility for both companies.

• Consolidation of the ERP landscape into one instance (replacement of SAP legacy)
• TISAX certification
• M365, identity and data center migration
• Replacement of end-of-life infrastructure
• Weekly investor reporting

Results:

• Critical infrastructure risk eliminated, backup and platform stabilized
• One IT organization established for both companies
• Weekly investor reporting successfully established

• 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;

• Agile Transformation Coach within an SAP-driven End-to-End Lead-to-Cash program, supporting leadership and management teams in implementing and evolving the Sherpa Way of Working, strengthening Agile practices, role definitions and responsibility clarity (RACI), and delivery effectiveness
• Member of the leadership core team for the Way of Working, shaping and evolving agile operating models, challenging existing practices, and driving pragmatic, system-level improvements
• Conceptualized a Polarion-based Scrum Master dashboard as a single, role-based entry point for sprint status, dependencies, risks, and governance artefacts, reducing reporting overhead and improving transparency
• Provided targeted 1:1 coaching to the Master Scrum Master and Scrum Masters, strengthening leadership capability, role effectiveness, and support for team-specific challenges, including the redesign of Scrum Master syncs and collaboration formats
• Worked with teams and leadership on End-to-End Lead-to-Cash process analysis and documentation in SAP Signavio, supporting alignment, transparency, and a shared understanding of process expectations across teams

• Development of a comprehensive transformation model for IT departments and ITSM organizations, from operational stabilization through structuring and optimization to strategic advancement
• Design of a transformation matrix that connects development phases with the implementation activities Position, Focus, Model, Enable, Anchor and Develop
• Development of assessment, maturity and decision-making logic to determine the operational starting point, the appropriate entry point and the prioritized areas of action
• Structuring of an end-to-end approach from current-state assessment and target vision through operating model, roadmap and service modules to implementation and integration into steady-state operations
• Derivation of combinable consulting and implementation modules, including methods, deliverables, role models, governance structures and transformation paths
• Collection, structuring and prioritization of business requirements from the perspectives of IT management, service management and operational roles
• Translation of requirements into target visions, process and role models, decision criteria and traceable deliverables

Environment / Tools: ITIL 4, IT4IT, Operating Model Canvas, SIAM, maturity models Kanban

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.

Sub-project lead in an agile IT environment

Leading a software development team (10 employees)

• Leading a software development team with 10 employees
• Budget responsibility approx. 3 million euros per year
• Conducting employee and job interviews
• Responsibility for resource planning (budget and employees)
• Digitalization of a web interface
• Regular reporting to customers and stakeholders (C-level)
• Product management: developing and implementing product strategies; defining requirements to guide product development
• Structuring product development & continuous testing efficiently to quickly incorporate feedback & compliance points
• Close collaboration with stakeholders & various teams to understand requirements, set priorities, ensure rollout, and increase user-friendliness
• Project experience in an energy industry company, including the functioning of energy markets, the basics of energy generation and distribution, as well as current challenges and developments in the industry
• Project experience in the railway sector - including the structure and operation of railway systems.
• Project experience within the 16.7 Hz traction power sector incl. knowledge of regulatory processes
• Formulating the sub-project charter and the project profile according to the project standard together with the project management
• Controlling service delivery according to the project charter
• Planning and controlling human resources including budget planning for the sub-project
• Ensuring the work capacity of the sub-project participants, e.g. by requesting access rights and documents for the sub-project team
• Planning and control for the respective sub-project (time, scope, budget) including the creation of necessary documents
• Alignment with the business department and Product Owners to plan the sub-project scope and the corresponding implications
• Executing milestone planning according to the agreed process model
• Effort estimation and support of sub-project controlling as well as overall project controlling in forecasting and planning
• Reporting sub-project status (according to status slide template) including progress (according to progress measurement)
• Analyzing, preparing, and addressing action and decision requirements
• Escalating sub-project issues to the project management
• Creating and managing Change Requests (CR)
• Quality assessment of completed task packages from a project management perspective (time, scope, and budget)
• Implementation management of the overarching guidelines and requirements in the sub-project, supported by cross-functional roles on the functional and technical side.
• Identifying, managing, documenting, and communicating opportunities, risks, and dependencies within and across sub-projects
• Supporting project management in creating the overall project plan and overall status reports
• Preparing and managing commissioning including the required documents and protection needs assessment

Scrum Master in an agile IT environment supporting a software development team in the full-stack area (7 people)

• Close collaboration with stakeholders & various teams to understand requirements, set priorities, ensure rollout, and increase user-friendliness
• Implementation of the selected Scrum method, including the required events, meetings, artifacts (product backlog, sprint backlog, burndown charts), metrics, as well as conducting required training in an agile IT environment
• Preparation of Scrum events such as Daily, retrospectives, Review, Sprint planning, estimation, and refinement (agile way of working)
• Moderation of retrospectives and elimination of obstacles to move the team and product forward
• Preparation of action items and retros via whiteboard and Figma
• Application and improvement of agile methods such as Kanban, Scrum, SAFe, or Scrum of Scrums
• Tracking the "Definition of Done" and "Definition of Ready" for all work results of the development team
• Advising on information flow and communication improvements between Product Owner and project team
• Experience with automation, validation such as mandatory field checks, notification functions, creation of filters, boards, and reports via JQL, and setting up cycle time
• Use of Jira & Confluence
• Setting up a progress measurement for project management to transparently map planned vs. actual team capacities and actual efforts for user stories
• Measuring team progress: creating team KPIs: "velocity", "burn-down chart", "throughput", "costs", "quality", "scope"
• Evaluation of agile metrics, process management, and process modeling methods (BPMN, EPC, UML)
• Communication and moderation know-how
• Methodological competence proven in conflict discussions

• Managed brand development from positioning through to the operational marketing structure
• Planned and implemented opening events
• Built up social media, including content creation and community management, as well as coordinating the website and external partners
• Developed marketing strategies to increase visibility and customer traffic and introduced basic marketing and communication processes

• External support with filling positions in procurement (approx. 32 open positions in strategic and operational procurement)
• Conducting interviews and qualifying candidates
• Advising HR Business Partners and specialist departments on employment law topics
• Preparing works council consultations and offers under the IG Metall collective agreement

• Interim project management for the introduction of “o9 Demand Management” software
• Communication: Establishment of continuous stakeholder communication
• Project governance: Planning and meetings for/with key users, including preparation of input from the software development team
• Leadership: Leading and motivating key users
• Risk management: Identifying potential risks and developing mitigation strategies
• Monitoring and control: Tracking project performance, regularly reviewing progress reports and holding status meetings
• Documentation: Maintaining comprehensive project documentation, including training materials
• Conducting key-user information meetings
• Introduction of training meetings
• Introduction of a key-user community
• Software test management and documentation (Squash)
• Introduction of risk management, bug and issue tracking
• Technical acceptance of the software product

• Overcoming challenges in the context of a transformation programme.
• Focus on leadership challenges.

• Building strong awareness within the company around nearshoring
• Engagement Manager in the Nearshore Competence Center
• Responsible for nearshore consulting, partner screening and technical onboarding, designing and implementing cooperation scenarios, change management, stakeholder management, participation in steering committees, and collaboration with IT and business units
• Tools used: Microsoft Office 365, Microsoft Teams, Azure Devops, Microsoft Sharepoint, Conceptboard
• Key results: Establishment of a nearshoring strategy, successful identification and implementation of outsourcing partnerships, delivery of change management and stakeholder management at the highest level

Unified ITSM framework

• Definition of a company-wide ITSM target picture
• Introduction of a uniform service structure across all business units

SLA and OLA management

• Building a standardized SLA framework
• Definition of service classes (Business Critical, Standard, Low Priority)
• Introduction of OLAs between internal teams
• Building meaningful SLA reporting
• Definition of KPI and service dashboards for business units

Service portfolio management

• Definition of service descriptions
• If needed, preparing possible cost and service billing

Ticketing & processes

• Incident management
• Uniform ticket categories
• Standardized prioritization
• Escalation matrix
• Automations
• Self-service optimization

Request fulfillment

• Service catalog across all business units
• Approval workflows

Problem management

• Introduction of root cause analysis
• Known error database
• Problem review process

Complete asset management concept

• Hardware lifecycle management
• Software lifecycle management
• Leasing lifecycle
• Mobile device lifecycle
• Monitor lifecycle
• Phone lifecycle

Processes

• Procurement
• Goods receipt
• Inventory
• Assignment
• Return
• Disposal
• Leasing return Goal: single source of truth for all assets

CMDB design

• Definition of all configuration items:
• Workplace
• Notebooks
• Monitors
• Mobile phones
• Printers

Infrastructure

• Servers
• Firewalls
• Switches
• WLAN
• Storage
• Backup systems

Cloud

• Azure resources
• Microsoft 365
• SaaS services

Relationships

• User ↔ Asset
• Asset ↔ Service
• Service ↔ Infrastructure
• Location ↔ Asset
• Goal: make all service dependencies visible

Software asset & license management

• License management concept
• License balancing
• Compliance reporting
• Microsoft license management
• Adobe license management
• SaaS management
• Contract management
• Renewal management

Interfaces & automation Existing systems

• Workday
• Joiner
• Mover
• Leaver

TESMA

• Leasing data
• Contract data

Matrix42

• Asset synchronization
• User synchronization

Active Directory / Entra ID

• User management

Microsoft 365

• License assignment
• Group management

Dormakaba

• Access processes

• Lifecycle services

Monitoring platforms

• PRTG
• Palo Alto
• Cisco

Reporting & KPI framework

• Definition of a management dashboard
• KPIs
• Ticket volume
• SLA fulfillment
• MTTR
• First resolution rate
• Asset accuracy
• License compliance
• Change success rate
• Service availability
• Degree of automation

Network redesign support

• Governance
• Support of the network redesign from an ITSM point of view
• Definition of affected services
• Change management structure
• Communication concept

CMDB integration

• Recording of all network components
• Service mapping
• Dependency analysis

Validation of documentation and knowledge base articles

• Network documentation
• Operations documentation
• Standard changes

Monitoring & event management

• Target picture
• Central monitoring concept
• Event management process
• Alerting strategy
• Escalation model

Systems

• Cisco

• Palo Alto

• Fortinet

• Rubrik

• Veeam

• Matrix42

• Azure

• Microsoft 365 Automation

• Ticket creation from monitoring

• Escalations

• Standard actions

Audit, compliance & information security

• ISO 27001 consulting
• TISAX consulting
• NIS2 preparation - consulting
• Audit-ready processes
• Documentation structure
• Evidence tracking in Matrix42

Roadmap

• 12-month roadmap
• Prioritization of all measures
• Quick wins
• Medium-term projects
• Long-term target picture
• Documentation

• Built Azure Kubernetes clusters (AKS) with network policies, security groups, and RBAC
• Terraform-based infrastructure as code for secure, reproducible deployments in the BMW Azure cloud
• Hardened CI/CD pipelines with Jenkins, SonarQube, Fortify SSC, and Contrast AST
• Integrated SAP BTP/Kyma and ServiceNow GRC