Microsoft Planner Experts in Germany

Nationwide service provider for occupational medicine, occupational safety, and health management with a focus on prevention, health, and digital transformation.

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

Focus areas:

• Build-up and further development of IT project portfolio management
• Analysis and structuring of business and technical requirements
• Steering and coordination of cross-functional IT initiatives
• Stakeholder management at business, management, and service provider level
• Introduction and further development of project management methods and tools (including Jira, Confluence, MS Planner)
• Preparation of decision bases, target visions, and implementation concepts in the context of digital transformation
• Steering and coordination of transformation, digitalization, and organizational projects
• Preparation of decision papers and management documents for steering committees
• Running workshops and stakeholder management with business units and IT teams
• Definition of requirements for dashboards, reporting, and KPI steering
• Support in the project Wissenskompass (requirements analysis and MVP concept)
• Analysis and evaluation of AI support options 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 business units on the further development of project management standards
• Introduction, configuration, and training of 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 wave concepts for the rollout
• Coordinating employees
• Monitoring and steering measures
• Project management including analyses & reporting to the board
• Creating instructions and requirement specifications
• Training floorwalkers
• On-site rollout support
• VIP support
• Introducing SharePoint

• Product responsibility for the central platform "one" as a group-wide web-based customer portal
• Coordination of the connection of 20 group companies to the product platform
• Derivation and steering of a group-wide product strategy and roadmap aligned with company goals
• Prioritization and bundling of strategic requirements from the various group companies
• Harmonization of different interests and moderation of complex decision-making processes at management level
• Ensuring the technical and business integration of the product into existing system landscapes, business processes, and business models
• Building transparent governance and decision-making structures for group-wide product development
• Representation of the product towards internal and external stakeholders at leadership level

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

• 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

• 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

Large Insurance Company – Consultant Wiesbaden: Consulting support for the introduction of an integrated planning and performance management framework (operational, financial, customer) to enhance customer-centric transparency, decision-making quality, and steering capabilities across all lines of business within an insurance organization:

• Analysis of existing processes, reports, KPIs, and KPI calculation methodologies
• Design and introduction of new, standardized customer KPIs (gross/net), as well as key steering metrics with consistent linkage across all lines of business
• Recalculation, validation, and plausibility checks of KPIs based on existing and newly integrated data sources
• Conceptual support for the development of an integrated reporting and performance management setup
• Execution of customer insights analyses to identify patterns and anomalies within customer data clusters

Large retail company – Consultant in Karlsruhe: Advisory services for the setup and step-by-step implementation of an internationally deployable RELEX solution in the supply chain management environment:

• Advising overall and sub-project management on methodology, project setup and steering (e.g. agile approach, Jira configuration, RELEX phases, Jira Structure PPM)
• Strategic-operational consulting for the introduction of RELEX including best practices
• Support in defining overarching goals and requirements (2-year target picture)
• Guidance in scoping a relevant supply chain network segment for the project
• Development of a roadmap for iterative, incremental RELEX setup and rollout
• Assessment of project dependencies (interfaces, configurations, etc.)
• Advice on prioritized implementation of business requirements and data interfaces
• Support in test planning (data validation, system testing, UAT)
• Consulting on internationalization, change management, training, and knowledge transfer
• Stakeholder advisory and alignment activities between the client, implementation partner, and RELEX

Insurance company – Management Consultant in Munich: Analysis, consulting and support for the optimization of a large-scale business and IT transformation. Focus on strategically important programs and modernization projects in the area of Managed Services Operations and processes:

• Review of project plans and deliverables; analysis of programs and projects (e.g. cloud approach, process standardization, system integration, roadmaps)
• Identification of technical, functional and personnel risks and challenges; development of content-related measures and alternative solutions
• Proposal of quality improvements for program and modernization efforts
• Sparring partner and professional, technical, structural and organizational consulting for project and program management

Large retail group – Management Consultant & Stream Lead in Cologne: Consulting, process, project and product management for the introduction and implementation of a large strategic program in the field of advanced analytics, assortment and space management:

• Setup, test and rollout of a new space planning, automation and optimization product based on the existing cluster-based merchandising approach
• Definition and setup of new processes and transformation and change management measures for the new store-specific merchandising approach
• Collaboration with Advanced Analytics and IT (internal and external) for software implementations, automations, extensions and interfaces
• MVP approach and piloting in phases with gradual rollout (pilot with 80 stores, region with 500 stores, national level with 4000 stores)

Large retail company – Agile Coach & Change Agent in Cologne: Agile coach, OKR master and facilitator for the introduction of the OKR approach in a large strategic digitization program for retail stores:

• Coaching of the core team with topic managers and team leads
• Introduction to the OKR topic and setup of the OKR cycle
• Establishment of the OKR approach in teams and on a cross-team level

Delivery and logistics company – Management Consultant in United Kingdom: Consulting and coaching in the restructuring of the Data Analytics department:

• Analysis of current challenges
• Definition of overarching goals
• Development of a proposal for a new team structure
• Identification of required competencies, skills and responsibilities
• Advisory and alignment on communication and change management strategy

• The main goal of the project was to link the ECC system to the French e-invoicing network. This includes ensuring compliance with national e-invoicing regulations and achieving e-reporting readiness for the digital transfer of transaction data.

• Standardization of order management processes to achieve the required data quality and consistency.

• Ensuring correct VAT determination through targeted developments (customizing and, if necessary, ABAP) in the SAP SD module to comply with EU tax regulations.

• Design and configuration of the down payment process (Down Payments) in the SAP ECC system.

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 a secure, compliant, and high-performance modernization of the email and archiving infrastructure.

Responsibilities as IT PROJECT MANAGER: Overall project management and operational control / Ensuring adherence to costs and resources / Ensuring achievement of project objectives / Ensuring compliance with regulatory requirements and compliance guidelines, including ISMS, ITIL, and data protection regulations / Preparing and delivering management reports for the project sponsors and project committee / Coordinating interdisciplinary teams from Exchange, network, data protection, and IT security / Planning and executing the system migration from Exchange 2016 to Exchange 2019 / Planning and executing the system migration from Exchange 2019 to Exchange Online / Planning and implementing a backup solution for Exchange Online / Coordinating an EU-wide tender for an archiving solution including market analysis with potential vendors / Planning and implementing an archiving solution for Exchange Online / Coordinating and preparing the necessary BAS notifications in the project context / Coordinating and aligning with stakeholders (e.g. business units, external service providers, and suppliers) for requirements definition and implementation

Technical environment: MS Exchange 2016, MS Exchange 2019, MS Exchange Online, MS Office, MS Planner, MS PowerPoint, MS Project, MS Teams

• 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

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

• Evaluation, implementation and rollout of a new work management tool
• Organizational development in the area of MarTech & marketing automation
• Creating digital workflows & processes
• Project lead and technical responsibility for digital projects
• Developing and running workshops, trainings & webinars for internal and external stakeholders