Microsoft Office Expert

• Focus on optimizing and further developing the internal customer EBICS application
• Functional and technical consulting for Aareal First Financial Solutions AG on EBICS standard products and applications in the areas of operations and further development, as well as project-related communication with external development partners and the product manufacturer to implement the corresponding technical optimizations
• As the functional coordinator, providing advice on content-related and regulatory requirements as well as technical prerequisites and requirements, and bringing these together at the functional level
• Consulting on the use of EBICS formats
• Reviewing the current EBICS standard for optimization and further development potential
• Analyzing the current state to identify development potential and deriving appropriate recommendations for action while considering regulatory requirements
• Conducting EBICS tests throughout the project
• Functional responsibility for requirements management and, in this context, recording and documenting requirements for such tests
• Designing a functional and sustainable test management system
• Conducting and evaluating tests
• Consulting on sustainable quality assurance and audits
• Project language: German and English
• Tools/Methods: MS Project, MS Office, MS Visio, TestRail, Confluence, Jira, Business Logics Bankkrecher, Business Logics Test Data Generator, Business Logics Banking Tool, Business Logics Test System, DBEAVER, Squirrel, Unix Virtual Machines, WinSCP, Kitty, Putty, various Aareal Bank products, Online Banking Portal, Aareal Sign, core banking system, SAP Blue Eagle, SAP RE-FX, Aareon Wodis Sigma, Haufe Real Estate Wowinex, GAP Group Immotion, UTS Karthago, SAP IS-U/Waste, SIV kVASy, various EBICS clients

• Overall leadership of several strategic operations projects focusing on Workplace Services, SLA Framework, access management, certificate management, e-learning, backup & recovery, test management, and capacity management, as well as the introduction of system monitoring and feasibility studies for 24x7 operations, in some cases including implementation in ServiceNow
• Creation of various ServiceNow operating concepts covering training, access rights, and emergency management as part of a new cloud hosting initiative for the ServiceNow platform
• Executive board reports and leadership of steering committees as part of company-wide strategic objectives, as well as the establishment of new balanced scorecards for measuring KPIs related to optimization-driven project results

• 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

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

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

• 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)

Process architect and transformation driver for company-wide excellence initiatives (covering a vacancy) Establishment and management of a company-wide process and governance framework to strengthen structure, leadership and effectiveness in an internationally growing family-owned company. Responsibility for the global process house, end-to-end governance, process role architecture and further development of the integrated management system – including international implementation (Romania, USA).

Scope:

• Management of the Business Excellence department with 6 employees and functional leadership of 20+ Process Owners
• Establishment of a global process operating system (architecture, roles, governance, global-local logic)
• Development of a group-wide control and KPI system for processes (transparency, KPIs, maturity)
• Introduction of mechanisms to ensure effectiveness in day-to-day operations (role enablement, communities, feedback)
• Governance and role framework for new production sites in Romania and USA (mandates, roles, decision logic)
• Stabilization and further development of the integrated management system (IMS)

Sustainable Results:

• Global process operating system established - Structure, roles, governance and global-local rules defined as a binding framework and anchored in the management system — the basis for consistent management and scalability.
• End-to-end process ownership strengthened - Process Owner roles globally defined, qualified and anchored in Communities of Practice — clear ownership structures across all sites for the first time.
• KPI and process management logic established - Uniform KPI system, maturity model and reporting principles developed — the basis for fact-based decisions, prioritization and transparency throughout the company.
• Effectiveness in day-to-day operations increased - Enablement architecture, onboarding mechanisms, regular meeting formats and feedback loops introduced — the process system is applied in daily work and continuously improved.
• Governance framework for new site implemented - Mandates, roles, decision paths and escalation logic for the new production site in Romania developed — clear structure for setup, management and integration.

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

• 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

• SAP S/4HANA upgrade from Release 2021 to 2025 and FI/CO transformation as part of a new TOM. Four streams and two SAP service providers; management during ongoing operations.

• Overall responsibility for time, quality and budget as well as cross-stream coordination of the four streams

• Coordination of process streams, business functions and SAP service providers

• Establishment and management of governance, planning, risks, dependencies, resources and escalations

• Provider management, regular management reporting, and preparation and execution of project and Steering Committee meetings

• Responsibility as Test Manager for test strategy, test planning, UAT, defect management and acceptance

• Result: Successful preparation for Go-live on 28.09.2026 during ongoing operations; quality and the planned absence of production interruptions ensured. Project governance established and positive feedback from management and stakeholders.

• New development and further development of the existing MS Dynamics CRM

IT systems: Microsoft Dynamics Customer Service, SharePoint, DevOps, SAP IS-U

• CRM implementation / further development
• Taking over from the previous service provider
• Business process analysis
• Agile project organization
• Business analysis / requirements engineering with AI support
• Use of AI in development
• Analysis of master data processes
• CRM customer data management
• Requirements documentation
• Stakeholder management
• Workshop moderation

• 1:1 sales coaching and strategic sparring on the development of the B2B sales strategy and commercial setup for the planned HR services venture
• Development of initial sales foundations, including target customer segmentation, value proposition, sales process, pricing approach and objection handling
• Support in translating the business concept into a scalable sales structure and preparing for future operational implementation