Microsoft Dynamics NAV Experts

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.

• Prepared and reviewed quarterly royalty settlements for licensors across music, publishing and media brands, including minimum guarantees, recoupment, returns reconciliation and process optimisation.
• Reconstructed historical licensing data for an external audit by a major US studio, covering music publishing and recorded music across ROW and AUS, and coordinated the resulting statements with the licensor.
• Supported the reconciliation of music royalties with the German collecting society and its international hub for 2018 to 2024.
• Assessed licensing data for accruals and provisions, and structured metadata for contract negotiations.
• Designed target processes and SOPs for a royalty automation tool and accompanied testing during rollout.

• Industry: Insurance, Trade, IT
• Customers & Projects: Consulting and selling insurance and similar services
• Main tasks: Insurance consulting (health insurance, retirement planning, wealth building); commercial services, inside and field sales; sales data analysis and forecasting; customer consulting and support; opening a new sales headquarters for private and business customers; business development & innovation management; business use case development; process optimization; stakeholder management; team leadership and training; preparation and delivery of trainings;
• Technologies used: Microsoft Office 365, Microsoft Teams, Jira, Draw.IO, Camunda 8, Java (8, 17,21,25), Git, Spring Boot, Spring Batch, Spring Data REST, Spring Web, Spring Security, J-Unit, Playwright, Lombock, Vaadin, H2, PostgreSQL (16, 17 18), pgAdmin, Docker, LLMs, JasperSoft Studio, JasperReports

• Development of a digital audit application for inspections in medical facilities. The goal is to connect on-site data collection, voice recording, documentation and downstream processes in one end-to-end, AI-supported workflow.

• Design and development of a Flutter audit app with Claude Code for the structured execution and documentation of inspections.

• Processing of voice recordings captured in the app through automatic transcription and AI-supported creation of structured inspection reports, followed by an approval process

• Connecting various data sources such as email, Odoo 19, attendance records and Google Drive via n8n to automate billing and follow-up processes

• Automatic provision of required documents and email delivery through n8n-controlled workflows, including the use of LLMs for text creation

• Skills: Flutter, Claude Code, LLM Integration, n8n, Odoo 19, Google Drive, Process Automation

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

Reporting to the Head of Group Accounting / VP Finance.

• Preparing and monitoring weekly cash flow forecasts for four entities
• Handling VAT matters with the tax authorities
• Submitting monthly VAT returns
• Leading the team during the annual audit conducted by Deloitte
• Preparing and analysing monthly financial statements (under HGB and IFRS) for four entities
• Compiling annual financial statements—including management reports and notes—for the auditors
• Conducting segment analyses and associated reporting

• Led a 16-person finance and accounting organization during a restructuring phase; strengthened closing discipline, financial control, cash transparency and accountability.
• Supported cost programs with approximately €2 Mio. in annual savings; established regular KPI reviews for P&L, working capital, POC and cash topics.
• Responsible for monthly, quarterly and annual closing under HGB/IFRS, management/group reporting, audit, tax and GoBD compliance.
• Finance automation with clear business benefits: 13-week liquidity planning, cash flow reporting, P&L versus plan, variance analysis and bank reconciliation; reduced manual work by 40–60 %.
• Improved accounts payable processes through OCR-supported invoice processing and three-way matching with exception handling.
• Sparring partner to management on restructuring, liquidity, working capital, risks and process simplification.

Situation:

• Decline in sales
• Need for support in identifying and developing new sales markets

TASK:

• Expansion of the B2B network and development of new strategic partnerships to access additional sales opportunities and new markets.

MEASURES:

• Identification and approach of potential B2B customers and partners
• Expansion of existing contacts in the market environment
• Development of new strategic partnerships
• Customer and market discussions mainly in the field
• Support in developing new sales opportunities

RESULTS:

• B2B network specifically expanded
• New strategic partnerships initiated
• Additional market and sales potential made visible
• Stronger customer presence through personal market development

The online service "Special Use of Streets and No-Parking Zone" was in a partially completed state. The following tasks had to be carried out to reach final completion:

• Preparation of an expert report on the status of the online service, and recommendations for action
• Ensuring that all LEIKAS to be used are available (service catalog / service descriptions of the authorities)
• Creating and aligning concepts for complex IT projects (business/IT concepts, architecture, interfaces, roadmaps)
• Requirements management
• Multi-project management with 3 stakeholders (Police, Dataport, development company)
• Determining resource needs
• Coordination to identify technical requirements through the IT architects
• Creating use cases and test cases
• Creating action items
• Managing external IT service providers
• Coordination and management of all activities
• Conflict resolution / business mediation
• User Acceptance Test (UAT) and acceptance by Hamburg Police (Traffic Directorate, Policy Department, Central Road Traffic Authority)

Technical environment: .NET, EfA minimum requirements, Leikas, Administrative Procedure Act (VwVfG), HWG (Hamburg Roads Act), Atlassian Jira, Confluence, MS Office

• Management of IT with 10 employees, including budget and personnel responsibility.
• Harmonization of the Navision systems in Germany, Switzerland and Austria.
• Connection of the ERP systems in Switzerland, Austria and Italy to the central Microsoft Power BI systems in Germany.
• Rollout of a new firewall at 10 locations in D, CH and A.
• Evaluation of a new DMS.
• Migration to Windows 10 / 11.
• Transformation of 9 countries into ONE Europe.
• Start of NIS2 implementation in 5 European countries.

Responsibilities: Management of the Group’s Finance and central functions in Europe, including Controlling, FP&A, Accounting, Treasury, Tax, Legal and IT. Responsibility for value creation, exit readiness, M&A integration and business transformation with P&L responsibility of EUR 200 Mio. Reporting to the PE shareholder and the Advisory Board; management of 45 FTE, including 7 direct reports.

Key achievements:

• Earnings improvement: Increased EBITDA by around 10%. Improved liquidity through working capital measures and reduced HQ costs.
• Exit readiness & financing: Expanded investor reporting, governance and controls; managed investor and banking relationships and led refinancing and capital structure measures.
• Buy-and-build readiness: Prepared the Group for international acquisitions and the integration of new dermatological platforms.
• Reporting & IT transformation: Implemented, optimized and launched a new LucaNet solution for 80 companies for Group reporting and consolidation, with a savings target of 1–2 FTE and a closing process that was 2–3 days faster, as well as modernized scalable IT systems for greater transparency and performance management.
• AI & digitalization: Defined and rolled out an AI strategy for the Group and introduced AI tools (Microsoft Copilot and ChatGPT) for around 100 users at headquarters, achieving productivity and efficiency gains in Finance.
• Establishment of the Dutch platform: Established and restructured the platform and took over its commercial and operational management, including the implementation of a new ERP system (AFAS).

Methodology: Agile project management

Goal: Digitization and implementation of CCD2 requirements within the Consumer Finance systems.

Analysis, identification, and assessment of business requirements, as well as their transfer into technical implementation requirements. Coordination and status reporting of the various requirements. Documentation and process management using UML and BMPN. Cross-functional stakeholder management, UAT testing, data management, API architecture management.

Tools: Jira, Confluence, Visual Code, Sql Developer, Enterprise Architect, MsOffice, Bruno, ALM, Camunda, Figma

As PMO for the key topics of the IT Planning Council for Saxony-Anhalt, I am responsible for monitoring the four funded projects in Saxony-Anhalt with regard to compliance with the funding guidelines, state budget regulations, project standards, scope, and achievement of goals.

• Central PMO for four digitalization and funding projects within the digital strategy of the state of Saxony-Anhalt
• Overall coordination and steering of the projects in cooperation with the ministry, FITKO, and project leads
• Planning, structuring, and tracking of project milestones, dates, and work packages
• Creation and maintenance of project, status, and final documentation
• Establishment and execution of cross-project reporting to ensure transparency and traceability
• Execution of budget and cost controlling as well as support in the financial steering of the projects
• Setup and ongoing maintenance of cross-project risk management including assessment, action planning, and escalation
• Coordination of change management including assessment, planning, and tracking of change requests
• Monitoring of project progress through target/actual comparisons and derivation of optimization and steering measures
• Coordination and communication with all relevant stakeholders via defined contacts
• Support in complying with funding, procurement, and budget law requirements
• Preparation and moderation of status meetings and management reviews
• Ensuring transparent, on-time, and quality-focused project execution across multiple parallel funding projects.