Microsoft Planner Expert in Germany

• 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

A nationwide service provider for occupational medicine, occupational safety and health management, focusing on prevention, health and digital transformation.

• Role: Responsible for establishing and further developing professional project portfolio management in the Digital Transformation & Data area. Managing and supporting strategic IT and transformation projects, as well as supporting the introduction and establishment of project management standards, methods and governance structures.

Key areas:

• Establishment and further development of IT project portfolio management
• Analysis and structuring of business and technical requirements
• Management and coordination of cross-functional IT initiatives
• Stakeholder management at department, management and service provider level
• Introduction and further development of project management methods and tools (including Jira, Confluence, MS Planner)
• Preparation of decision-making documents, target visions and implementation concepts in the context of digital transformation
• Management and coordination of transformation, digitalization and organizational projects
• Preparation of decision templates and management documents for executive committees
• Conducting workshops and stakeholder management with departments and IT teams
• Definition of requirements for dashboards, reporting and KPI management
• Participation in the Wissenskompass project (requirements analysis and MVP concept)
• Analysis and evaluation of AI support opportunities in Knowledge Management
• Investigation of AI use cases to improve knowledge provision and use
• Consideration of AI requirements as part of the Wissenskompass concept
• Coordination with strategic departments to further develop project management standards
• Introduction, configuration and training for Microsoft Planner to support project and task management
• Conducting user training and supporting employees in the introduction of new ways of working and tools

• Gathering information
• Creating rollout wave concepts
• Coordinating employees
• Monitoring and managing activities
• Project management including analysis and reporting to the board
• Creating instructions and specifications
• Training floorwalkers
• Supporting the rollout on site
• VIP support
• Introducing SharePoint

• Business analysis of the Instant Win Games segment (financial, IT landscape, organization, customers)
• Gap analysis and resulting requirements, project planning, milestone planning, stakeholder management, risk analysis, project documentation, playbooks
• Successful establishment of sales activities and sales processes for Instant Win-Games

• Advise organizations on integrating AI into project and program management practices, delivering measurable productivity improvements
• Designed and implemented an AI agent to improve project communication, transparency, and reporting quality

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

Migration from Exchange 2016 to Exchange 2019 and Exchange Online, as well as the introduction of a backup solution and an archiving solution. The goal was to securely modernize the email and archiving infrastructure in compliance with legal requirements and ensure high performance.

Responsibilities as IT PROJECT MANAGER: Overall project management and operational coordination / Ensuring compliance with budget and resource limits / Ensuring project objectives are met / Ensuring compliance with regulatory requirements and policies, including ISMS, ITIL, and data protection requirements / Preparing and presenting management reports for the project sponsor and steering committee / Coordinating cross-functional teams across Exchange, network, data protection, and IT security / Planning and carrying out the migration from Exchange 2016 to Exchange 2019 / Planning and carrying out the migration from Exchange 2019 to Exchange Online / Planning and introducing a backup solution for Exchange Online / Coordinating an EU-wide tender for an archiving solution, including market research with potential suppliers / Planning and introducing an archiving solution for Exchange Online / Coordinating and preparing the BAS notices required for the project / Coordinating and aligning with stakeholders (for example, business units, external service providers, and suppliers) to define requirements and deliver solutions

Technical environment: MS Exchange 2016, MS Exchange 2019, MS Exchange Online, MSOffice, MS Planner, MS Powerpoint, MS Project, MS Teams, CodeTwo, Hornet Security

• Strategic consulting for the Head of Brand on brand strategy and change processes
• Analysis of existing processes, resources, and interfaces within the team as well as with internal and external stakeholders
• Development and implementation of recommendations for action to improve processes and increase efficiency
• Project management and change management for the successful implementation of measures
• Management and selection of external service providers to ensure smooth execution
• Optimization of internal processes and interfaces through in-depth analysis and recommendations for action
• Effective acceleration of decision-making and management processes in brand management
• Successful management of external service providers and agencies for more efficient workflows and higher quality

• Project-based work in marketing automation, process optimization, and content.
• On-site operational assignments in fully English-speaking teams.
• Focus on self-organized work, changing locations, quick onboarding, and a high level of personal responsibility.
• Remote projects for Spartan Race Australia & DMC Europe, among others.

Evaluation and selection of a new endpoint management platform for an environment with around 50,000 clients. Support for a manufacturing company in evaluating a future endpoint management platform as a possible replacement for the existing client management solution. Conducting a structured software selection process including proof of concept as well as preparing the decision basis for the Enterprise Architecture Board (EAM). Defining the technical requirements and evaluation criteria and creating a short list of possible solutions (Tanium, Baramundi, Microsoft Intune / MECM). Planning and supporting the technical proof of concept as well as evaluating the architecture and operations aspects of the different platforms. In addition, evaluating tools for migrating existing software packages from the Ivanti DSM environment. Comparing and testing IDERI Move and PACE for the automated transfer of the existing package structure to the new platform, with the goal of significantly reducing migration effort. Support in selecting the required Tanium modules as well as preparing the decision documents for the Enterprise Architecture Board.

Tools: Tanium, Baramundi, Microsoft Intune, Microsoft MECM, Ivanti DSM, IDERI Move, Pace, Windows 10, Windows 11, Windows Server. VDI

• Analyze business situation: stagnation of sales, small recurring customer rate, huge number of visitors but little conversion rate, average order value does not increase, no customer segmentation or targeting, performance marketing approach fails to acquire the right customer
• Advise on sales and marketing strategies and improve operations; agile coach advice with key business strategy using Scrum and Kanban
• Acquire key requirements and derive user stories for e-shop product owner development and customer data analysis
• Develop comprehensive 360 degree customer data model using Shopify and Amazon; implement data feeds from more than 10 systems (Klaviyo, Typeform)
• Develop meaningful ad-hoc data analysis detailing aspects of Triple Whale customer behavior using standard e-commerce KPIs such as AOV, Google Analytics, churn, conversion and abandoned checkout rates, ROAS, CPA, CPC; tools: SQL, Power Query
• Derive clear and data-driven customer segmentation and targeting; ETL processes and Power BI
• Introduce and feed new content agency with customer insights using GraphQL and Postman; improve messages, frequency, and targeted audience; Microsoft Planner
• Provide crystal clear data proof to steer new performance marketing approach
• Develop standard business operations reporting

• Organizational development in MarTech & marketing automation
• Analyzing existing processes in the department (surveys, documenting processes) as a basis for selecting a work management tool
• Evaluating, implementing, and introducing a new work management tool
• Creating digital workflows and processes
• Leading projects and taking technical responsibility for digital projects
• Developing and delivering workshops, training sessions, and webinars for internal and external stakeholders

Assembly and start-up of pharmaceutical filling lines; supported three vial lines through successful FAT and one syringe line through successful SAT.

• Shifted roles from Business Analyst to Project Manager: steering delivery instead of gathering requirements.
• Led the make-or-buy decision and presented it to the Group IT management.
• Provided functional input for procurement contract negotiations, followed by sprint-based partner management.
• Evaluated the low-code platform OutSystems against the complete requirements catalog.
• Transferred the requirements catalog to Jira: ten epics, more than 140 issues, and acceptance criteria in Given-When-Then notation.
• Assessed three implementation partners.
• Implementation is progressing in sprints based on the delivered backlog.

Methods and approaches: Make-or-buy assessment, user stories with Gherkin, sprint management, migration planning

Enterprise systems: OutSystems, SAP S/4HANA, PCM, Snowflake, IBM Planning Analytics (TM1), Jira

Technologies and tools: Python, Microsoft Excel, Claude (Anthropic API)