Microsoft Excel Experts in Germany

AI & RPA Automation Engineer

• Developed a fully automated RPA workflow for processing quotation and document data
• Automated the download, processing, and structuring of enterprise documents and attachments
• Implemented intelligent decryption and error-handling logic
• Developed central dashboard and monitoring components for operational automation processes
• Optimized performance, process control, and logging

Technologies: Python, RPA, Automation Engineering, Workflow Automation, Intelligent Document Processing

• Redesign of the company's BI infrastructure: replacement of a fragmented landscape of manually maintained Excel solutions and CSV imports with a centralized Power BI environment featuring a unified data model as the company-wide single source of truth
• Consolidation of previously isolated reporting logic into a central semantic model – eliminating redundant files, manual data transfers, and inconsistent metrics between departments
• Forecasting & planning: Design and implementation of company-wide liquidity planning in Power BI – from business logic to a fully automated, data-source-driven planning model replacing the previous manual Excel process; enables rolling forecasts and continuously up-to-date cash flow transparency for management
• Optimization of existing Power BI dashboards in terms of performance, structure, and analytical value using an AI-native approach
• Analysis and improvement of the data model, including data quality analyses, data cleansing, and consistent modeling using star schema, DAX, and Power Query
• Incident & anomaly analysis: Identification, investigation, and explanation of data anomalies, including root-cause analysis and concrete recommendations for action
• AI solution architecture: Connecting Business Central and Power BI to LangDock via MCP (Model Context Protocol) for AI-supported data usage
• Creation of a historical data layer as a basis for trend and time-series analyses
• AI-supported automation: Design and development of AI skills, agents, loops, and processes for the automated analysis and interpretation of reports
• Automated reporting workflow: Setup of scheduled, automated email distribution of AI-generated analyses and recommendations to stakeholders
• Gathering and documentation of business requirements and coordination with business departments and IT as part of requirements engineering / product owner activities
• Breaking down overall requirements into clearly defined work packages and tasks
• Definition, prioritization, and management of milestones throughout the entire project lifecycle

Tools: POWER BI, M365, Copilot Studio, MIRO, Microsoft Business Central, Microsoft Fabric, Claude AI, ChatGPT, LangDock, MS VS Code

• Impact: Structured requirements analysis and quality assurance as a foundation for the further development of a software solution.
• Analysis, documentation, and coordination of requirements. Conducting stakeholder analyses, interviews, and workshops to gather and validate requirements. Conducting requirements reviews and working closely with business departments and development teams.

Techniques & Tools: Requirements Engineering, Stakeholder Management, Workshop Facilitation, System Context Modeling, Requirements Reviews, Quality Scenarios, Miro, Jira, Confluence

Migration of an existing application to a new IT infrastructure.

• Managed all project activities (infrastructure, applications, data, security, architecture)
• Planned complex network architectures with security requirements
• Designed and coordinated firewall configurations
• Planned and managed interfaces between ERP, cloud, and third-party systems
• Coordinated middleware solutions (e.g. SAP Integration Suite, MuleSoft, Boomi)
• Defined data flows, mapping rules, and integration architectures
• Managed data migrations and master data harmonization
• Coordinated with business departments, IT teams, service providers, and external partners
• Team size: International team of 35 employees – Germany | Poland | India | USA
• Languages: English

Tools: Microsoft Office (Word, Excel, PowerPoint, Project), Brainloop, Jira, Confluence, MS SharePoint

• 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

• Project management for Porsche interior plastic parts
• Ensuring complete and smooth information flow between the customer and internal departments
• Creating and monitoring resource, schedule and overall project plans
• Active support and independent customer handling
• Coordinating technical discussions and pricing discussions
• Organizing, running and documenting coordination meetings with development and controlling
• Preparing quotations with cost specifications, analyses and presentations
• Independent cost negotiations, change handling and final negotiations
• Carrying out deviation analyses

• PMO Lead Security Clearance 2 (SÜ2) verified
• Reporting to the GMN sub-program management
• System maintenance 25+
• Functional management and coordination of the Jira setup
• Preparation of decision papers (e.g. project planning, governance model, communication plans, controlling models, roles and responsibilities matrices)
• Development of program-wide knowledge management using Confluence, creation of Jira concept
• Development of an access concept for all project tools
• Analysis of existing processes, identification of improvement potential, and design of solutions to increase efficiency and effectiveness
• Development of a concept for introducing automation approaches into existing tools
• Creation of intranet articles for project marketing
• Responsible for project governance through reporting and resource planning in the sub-program
• Agile development of the project methodology
• Gathering customer requirements (Requirements Engineering)
• Preparation and support of contract negotiations (7-year term, 500+ million budget)

• 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.

• 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 – implementing Flight Levels 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 – supporting the migration from Microsoft Dynamics NAV to Microsoft Dynamics 365 Business Central as a Project Manager

• 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

• ConnectHub – 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 focused on stable operations and continuous improvement

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

• As Interim Chief Digital Officer (CDO) for a leading industrial supplier with a strong e-commerce focus (often described as 'the Amazon for industrial goods') responsible for leading the digital and organizational transformation while reporting directly to executive leadership.

• Introduced agile principles and ways of working across the 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.

• Implemented Flight Levels practices based on Klaus Leopold to align strategic objectives, cross-functional coordination and operational execution across the organization.

• 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), Modern Workspace and ConnectHub.

• Acted as Interim Product Owner for the operation and enhancement of the existing ERP landscape while supporting the migration from Microsoft Dynamics NAV to Microsoft Dynamics 365 Business Central as a Project Manager.

• 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.

Project language: German

• Managing Director of Vishnu Artists GmbH in Berlin (since 01/2025, together with Benedikt Irsch).
• Responsible for the company's finance, planning and reporting; working with DATEV.
• Reporting with Power BI as well as planning and analysis models in Excel as a basis for management decisions.
• Selection, development and implementation of AI-supported tools in the company, including Flow Compass.
• Co-host of the Vishnu AI Freelancer Meetup, which takes place every four weeks on Miro; exchange about the practical use of AI applications in coaching and facilitation.

• Built a scalable nearshore IT developer hub (Croatia, Czech Republic, Poland) as an independent company through a BOT model (Build – Operate – Transfer)
• Identified, selected, and managed full-service agencies; introduced management and control mechanisms, including KPIs, SLAs, and regular service reviews
• Prepared and reviewed data processing agreements and framework contracts in coordination with Legal & Compliance; integrated regulatory requirements (including KRITIS) into process design
• Advised on cloud vs. on-premise strategies, data storage, and authorization concepts; supported Procurement with tendering and service provider evaluations
• Managed change and process harmonization between internal teams and nearshore partners; reported to executive management, CFO, and CIO

Result: Scalable IT developer hub with an audit-ready governance model, reduced operating costs, and accelerated product development.

Reporting and controlling using Power BI for a production ERP system

• Analysis of ERP data and interfaces for use in Power BI dashboards
• Evaluation and migration of existing reports (e.g. Excel) to Power BI
• Development of an authorization concept for selective data access
• Documentation and training on the use and customization of Power BI dashboards

Label: Power BI, Excel, SelectLine ERP, Microsoft SQL, SQL Server Management Studio

• Repaired a broken “ScrumBan” process, then established a pure Kanban system; increased output in the Kanban flow by 22% within four weeks

• Increased team autonomy and decision-making ability by implementing new decision strategies; resulting in up to 25% better outcomes

• Redesigned retrospectives (including one-to-one coaching and workshops), which led to consistent implementation of the resulting action items

• Intensive coaching of Product Owners (POs) to develop and support “Empowered Teams”, alongside leadership development to place agile frameworks and methods in a realistic context (“de-illusioning”)

• Supported change management processes to promote an agile company culture among management and teams, improving internal communication to increase transparency and effectiveness in agile processes