Microsoft Dynamics 365 Expert

• Launched a new digital product in the Chinese market as part of a global growth strategy.

• Served as the link and coordinating interface between central product management, local Chinese teams and international stakeholders.

• Managed the overall program to coordinate complex digital projects.

• Successfully launched a digital product in China (including successful certification for the Chinese market).

• Balanced local requirements with global priorities while taking tax and regulatory requirements into account.

• Introduced a new way of working to improve collaboration and coordination across locations.

• Developed and implemented a scaling strategy for the digital business model in China.

• Used Jira, Confluence, Miro, Scrum, Agile ways of working, SAFe.

• Project language: English.

Financial reporting as an MVP. Follow-up assignment.

• Reports on profit and loss, balance sheet and cash flow
• Budget and personnel metrics (FTE)
• Implementation as an MVP with a fixed scope

Agile Transformation: introducing agile principles and transforming traditional IT departments into Scrum and Kanban teams

IT Operating Model: redesigning the IT organization and introducing modern delivery structures and roles

Flight Levels: building up Flight Levels practices within IT to align strategy, coordination and operational execution

Leadership & Coaching: recruiting Agile Coaches and coaching Scrum Masters and IT leaders

ERP Operations: acting as Interim Product Owner for the existing ERP landscape and ensuring business continuity

ERP Transformation: reorganizing and supporting the ERP migration as a Project Manager; Phase 1 (financial accounting) live since October 2025

Operational Core (ERP): establishing dedicated teams for ERP Support, Feature Development, and ERP Migration

Modern Workplace: initiating the transition towards a Microsoft 365-based cloud workplace environment

Integration: establishing a dedicated team to drive integration and connectivity initiatives

Warehouse Operations: building a cross-functional team to support logistics and warehouse-related capabilities

Maintenance & Operations (M&O): introducing a dedicated team for system engineering, security, stable operations and continuous improvement

AI Initiatives: identifying and promoting practical Artificial Intelligence use cases across the IT department

As Interim Head of IT for a German medium-sized industrial distributor, I am responsible for 31 IT employees and lead the digital and organizational transformation, reporting directly to executive leadership. I took over an IT department with almost no basic structures – no clear roles, processes, documentation or ticket system – and with significant technical debt that tied up most of its capacity. Introduced agile principles and ways of working in the IT organization and transformed the traditionally structured IT department into cross-functional Scrum and Kanban teams focused on transparency, collaboration, and customer value delivery.

Redesigned the entire IT organization by establishing a modern operating model, introducing new roles such as Product Owner, Scrum Master and Solution Architect and strengthening the organization through strategic hiring and targeted capability development. Recruited and onboarded Agile Coaches to accelerate the transformation and personally managed and coached Scrum Masters as well as IT department leaders to foster servant leadership, self-management and a culture of continuous improvement.

Aligned IT-internal planning across eight teams to three Flight Levels based on Klaus Leopold (strategy, coordination, team), laying the foundation for later company-wide portfolio management. Consolidated the backlog of more than 10 workstreams and prioritized it by business value and cost of delay. Introduced a ticketing system to increase transparency and enable data-driven decision-making, flow-based work management, and greater accountability at all levels.

Established and supported multiple cross-functional teams, including the Operational Core (ERP) domain with dedicated streams for Support, Feature Development and ERP Migration, as well as teams responsible for Warehouse Operations, Maintenance & Operations (M&O) including system engineering and security, Modern Workplace, Data Quality and integration initiatives. Worked closely with Agile Coaches to support team development, remove impediments, and continuously improve delivery effectiveness.

Acted as Interim Product Owner for the operation and enhancement of the existing ERP landscape while supporting the ERP migration as a Project Manager. Reorganized the project organization and had the already negotiated contract with the implementation partner realigned with a focus on approach and overall responsibility; Phase 1 (financial accounting) has been live since October 2025. Collaborated with the selected implementation partner to design and establish the project organization and target operating model for the ERP transformation, introducing agile delivery structures and ways of working. Facilitated the alignment between business, IT and the external vendor and played a key role in negotiating the contractual framework and delivery model to ensure a sustainable foundation for the transformation program.

Initiated the strategic modernization of the workplace environment through the adoption of Microsoft 365 cloud capabilities, establishing the foundation for enhanced collaboration, scalability and future digital services.

Launched AI initiatives to identify practical business use cases and promote the responsible adoption of Artificial Intelligence across the IT department. Encouraged self-management and empowered teams to take ownership of decisions, delivery and continuous improvement.

Banking & Invest – Replacement of digital application journeys

Shared product responsibility for the digital application journeys (accounts, investment accounts, home financing) of a large financial services provider working with three partner banks – from the prioritized backlog and partner bank integrations to regulatory requirements (WpHG, ESMA, BFSG); contributed to the introduction of MS Copilot and AI use cases.

Result: Continued to develop the platform reliably across around 30 releases over 2.5 years; launched two new partner processes and met regulatory deadlines.

Working Environment

• Insurance / Claims Management (Property, Liability, Automotive)
• REST-based ClaimAPI with Guidewire ClaimCenter

Scope

• Further development of the internal REST-based ClaimAPI with Guidewire ClaimCenter as the backend and various portals/front-end offices as clients, and with the following objectives: + increased AI-supported claims processing outside of Guidewire ClaimCenter + and support for all lines (property, liability, automotive).
• Further development of automated claims processing

Activities

• Interfacing IT & Business
• Design activities with documentation in Confluence, Jira: + Requirements engineering (functional and non-functional) + Design of REST endpoints and coordination with interface partners (esp. AI-colleagues) + Identification, design and evaluation of alternative solutions (moving away from a monolithic approach toward fine-grained endpoints, with code reuse across all lines if possible) + Creation / refinement of product backlog items in Jira, i.e. epics, user stories and tasks, incl. alignment with developers & POs during (pre-)refinement sessions + Using AXA Secure GPT when creating / refining user stories (description, acceptance criteria) and designing REST endpoints + Estimation and prioritization of user stories and tasks during Sprint Planning sessions + Coordination and support during the implementation of Product Backlog items + Driving decision making with preparation and presentation of decision-making documents
• Quality assurance: + Test management, including test case creation using Xray in Jira + Test execution using Bruno as REST client and in Guidewire ClaimCenter + Submission of test artifacts for PO approval + Analysis of production bugs

Methods Big Room Planning (aka PI-Planning in SAFe), Scrum, BPMN, EPK, UML, ERM, DDD

Tools / Tech Stack Teams, Confluence, Jira with Xray, OpenAPI/Swagger, REST, JSON, XML, MS Office, Bruno, GitHub repository (reading), Guidewire ClaimCenter, AXA Secure GPT (AXA's in-house GenAI solution based on Azure OpenAI)

Led the end-to-end integration and migration architecture for decommissioning SAP IS-U market communication and transitioning to Salesforce Marketing Cloud (SFMC) with E.ON IT Services — covering regulated EDIFACT market messaging, a three-phase data migration (transfer of market message inventory after cutover), redesign of market communication processes, and full GDPR and German energy-market compliance.

• Designed the three-tier target architecture (SAP IS-U → NScale B2B gateway → SFMC) processing 50,000–100,000 EDIFACT messages daily within sub-5-minute SLAs.
• Architected the three-phase data migration: 36 months of historical data, zero-loss cutover of in-flight market messages, and near-real-time CDC synchronization.
• Delivered secure, BDEW/GDPR-compliant integration (AS2/OFTP2, RFC/IDoc, REST APIs, OAuth 2.0, Azure AD, AWS S3) achieving >99.5% uptime, <0.1% migration discrepancy, and RTO <4 hours.
• Applied BPMN to model and optimize the market communication processes.

Technologies: SAP IS-U, NScale, Salesforce Marketing Cloud, EDIFACT, OAuth 2.0, Azure AD, AWS S3, BPMN, Jira, Confluence, Draw.io

• Create and lead roadmap forecasting of support opportunities, including colleague training, process design and improvement, and new hire onboarding.
• Collaborate seamlessly with cross-functional teams including Professional Services, Support, Product, Sales, and Solution Engineering.
• Manage business and financial KPIs in alignment with overall business objectives.
• Industrial IT & Data Integration: Implement, configure, and integrate OT/IT systems and data flows, connecting control-layer sources (DCS, PLC, SCADA) to historians, data platforms, and enterprise systems through APIs and standard interfaces.
• AVEVA PI & Historian: Configure, maintain, and extend AVEVA PI (PI Data Archive, Asset Framework, interfaces/connectors) to capture, contextualize, and serve real-time and historical operational data.
• Alarm Management: Support and optimize alarm management systems – e.g. Honeywell Alarm Management – including alarm rationalization, classification, and the analysis of alarm performance, critical alarms, and alarm floods.
• Connectivity & Protocols: Set up and troubleshoot industrial connectivity using OPC UA and OPC A&E, including the configuration of tunnelers / wrappers to bridge OT data sources securely and reliably.
• Production Data Flow: Ensure seamless, secure, and well-structured data flow across the industrial IT landscape, transforming raw operational data into meaningful information for operations and decision-making.
• System Support & Troubleshooting: Provide ongoing support for OT/IT applications, troubleshooting issues across networks, software, and data integrations to keep systems running efficiently.
• Knowledge Management & Best Practices: Contribute to internal documentation, best practices, and troubleshooting guides, and help continuously improve how we deliver industrial IT and data solutions.

Tools & Software: Aveva PI, Salesforce, Active Directory, Microsoft Dynamics 365, Jira, Microsoft, Scrum, DevOps, Docker, CI/CD, Jenkins, GitHub.

• Coaching and training 6 agile Scrum teams
• Taking on the role of Solution Coach (leading 6 agile teams)
• Advising and coaching program management and Tribe Leads, including roadmap, program, and risk management
• Implementing the risk strategy
• Integrating and establishing agile methods, combining the Spotify and SAFe models
• Facilitating agile events and sharing agile values and methods
• Developing and implementing team development processes
• Mentoring internal Agile Coaches in the Agile Chapter

Started as a Business Transformation Consultant for IT and process analysis, and from 09/2025 additionally took on the role of Interim CIO with overall responsibility for IT.

• Reduced IT operating costs by 28 %.
• IT and process analysis, target vision and roadmap; governance with SLA, RPO/RTO, RACI and TOMs.
• Led the introduction of Microsoft Dynamics 365: migration, integration and connection of existing systems.
• Established reporting with Power BI; prepared decision documents and 30/60/90-day quick wins for the executive management.

The client operates a SaaS platform for managing rail and intermodal transport (Rail-Flow Transport Management Platform).

For two of its customers, it was looking for a 3-month project management replacement. Both customers offer rail and intermodal transport services. Implementation progress differs: one customer is already live and wanted its Phase 2 enhancements implemented; the other customer is implementing its MVP and entering an intensive testing phase.

As part of the assignment, project management was taken over, including management of the internal development team (offshore Turkey).

• Took over complete project management for 2 customer projects, including the roles of Product Owner and Co-Scrum Master
• Managed agile implementation teams consisting of business analysts, implementation consultants, developers (offshore) and QA staff
• Ensured compliance with and further development of project governance
• Planning and rollout management: creation and maintenance of project and rollout plans as well as coordination of role assignments with the client’s management
• Requirements and change management: management of contractual requirements, bugs and changes
• Customer and project communication: organization and moderation of status meetings and steering committees
• Identification of project risks, initiation of countermeasures and escalation
• Ensured correct and timely invoicing for project services together with Finance

Methods: Scheduling (forward- and backward-based), including milestone planning, structured interviews, multi-project management (in English)

Tools / Technologies: Jira, Confluence / Atlas, Claude (Skills, Artifacts), MS Outlook

• Supported monthly and annual closing activities
• Checked incoming invoices for formal and factual accuracy
• Posted incoming invoices
• Contact person for internal departments on accounting matters
• Created and maintained vendor master data
• Processed open items
• Took on additional accounting-related special tasks
• Managed the functional mailbox
• Performed payment runs

Training and knowledge transfer – Accounts Payable:

In addition to the tasks above, I was responsible for training and transferring knowledge to 8 employees of an external service provider in India who took over the accounts payable activities:

• Conducted structured training and practical guidance throughout the accounts payable process
• Trained employees in checking and posting incoming invoices, including formal and factual checks
• Taught vendor master data maintenance, open-item processing and payment runs
• Trained employees in using the functional mailbox and communicating effectively with internal departments
• Explained accounting procedures, controls and company-specific accounts payable requirements
• Conducted “Training on the Job” using practical posting cases and real business transactions
• Supported the team in independently carrying out accounts payable processes and resolving accounting questions
• Checked the quality and accuracy of work results and provided continuous feedback and coaching
• Supported the transfer of accounts payable processes to the external service provider and ensured structured knowledge transfer and an orderly handover
• Supported a smooth transition by documenting processes, clarifying responsibilities and ensuring consistent application of accounting requirements

Software: JDE, ELO, SAP Concur

• Customer Service Reorganization at DCS Digital Charging Solutions, Munich

• Management of nearshore service providers

• Implementation of scorecard, Q-management and CSAT management definition, customer loyalty

• Customer Service Reorganization Strategy at TWS Total Webhosting Solutions Group, Amsterdam

• Brand consolidation

• Webhosting mass market customer service strategy

• Q-management and CSAT management definition, upselling

• Provider Strategy Nearshore Customer Service, RFP process at Advanzia Bank, Luxembourg

• Definition of upsell campaigns for business customers from ISDN to NGN (VOIP) at 1&1 Versatel GmbH

• Customer approach, switching terms, order entry, service delivery, end-to-end processes, customer communication

• Definition of customer service processes (telecom, mass market, use cases) at E.ON Broadband, Avacon Connect GmbH, Berlin and Sarstedt

• Order entry, field sales processes, commission settlement, requirements for the CRM system (MS Dynamics), service provider management

• Definition of statement of work for phone and written contacts (skill definition, forecast process, SL measurement, quality measurement, scorecard, bonus-malus) at Lechwerke, LEW, Augsburg

• Support of tender process for service provider selection

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