Microsoft PowerPoint Expert in Switzerland

External marketing management for SMEs in Switzerland. I bring strategy and execution together so that marketing doesn't end up in a drawer.

Three areas across the customer journey:

• Marketing strategy
• Visibility and customer acquisition
• Customer retention and growth

Focus on the B2B and tech sectors. I've always worked in IT, just from a different perspective each time: as a project manager at an elevator manufacturer, as a Product Owner in the automotive industry, and as a marketer in the data center market. More than ten years, three industries, one constant: translating complex technology so it resonates with the audience.

Think in a structured way. Get things done pragmatically.

• Clarifying and discussing technical requirements and coordinating with the team
• Contributing to the objectives of the Digital Transformation Services unit and implementing them
• Analyzing, specifying, updating and delivering architecture models to implement digital solutions in line with business, data infrastructure and requirements
• Selecting suitable technical options for application design, considering interoperability, reversibility, scalability, usability, accessibility and security, and optimizing the cost/quality ratio
• Creating and maintaining concept documents, architecture models and other technical documentation
• Reviewing services to be provided and other documents for solution development
• Collaborating with the IT enterprise architect, business analyst, project manager, developers, testers and process owner on the design and documentation of technical specifications for new developments and enhancements
• Communicating concepts to relevant stakeholders and supporting them
• Participating in enterprise architecture activities and ensuring compliance with principles, standards and guidelines
• Monitoring compliance with defined designs at application, solution and enterprise levels
• Developing and testing existing and new solutions as required
• Supporting and guiding development teams in implementing new projects or maintaining existing products, taking on the product manager role if required
• Establishing and ensuring best practices in implementation, documentation, testing and packaging for distribution
• Contributing to the handling of reported incidents and requests assigned to third-level support, and following up as required

The insurance application service provider in Switzerland intended to develop a multi-channel output system to support their customers on their digital enhancement journey.

• Established an Agile Release Train based on SAFe 6.0
• Trained all ART leadership
• Coached the development of the solution intent
• Established 5 teams in the ART. Developed the Epic and Feature Backlog for the team.
• Planned and coached 2 PI planning sessions

The insurance application service provider in Switzerland intended to transform their claims management BPO and IT team into an agile delivery organization.

• Established an Agile Release Train based on SAFe 6.0
• Trained all ART leadership
• Coached the development of the solution intent
• Established 2 teams in an ART.
• Developed the Epic and Feature Backlog for the team.
• Planned and coached 2 PI planning sessions

• Owned and managed the product roadmap and backlog for the Consumer Banker reporting framework, prioritising features and driving iterative delivery of banker scorecards and network performance reporting in an agile environment.
• Developed and iterated portfolio financial reporting on a weekly cadence based on stakeholder feedback, replacing manual PowerPoint packs and saving the program hours of effort weekly.
• Integrated Generative AI (MS Copilot) to automate data lineage documentation across a large legacy codebase, eliminating est. 6 months of analyst effort and accelerating data governance outcomes.
• Led a unified data delivery approach and standards across five UNITE initiatives (~CHF 115m portfolio) supporting consolidation of legacy systems into the Digital Banker platform.
• Led cross-functional delivery team of 3 while also drawing on BA and DA talent pools, coordinating analytical resource across workstreams to accelerate data, reporting & governance outcomes.

• Consulting, leading, and contributing to projects focused on increasing efficiency, restructuring, process improvement, process outsourcing, and cost reduction in production, quality, and logistics
• Interim management, especially for SMEs
• Lean management
• Filling vacant positions on an interim basis
• Management and process consulting as a Lean Trainer
• Technical Project Manager (IPMA Level D)

• Advising insurance companies on modelling, reporting, valuations, risk management and acting as Appointed Actuary
• 2023–2025: Improvement of Solvency II software, annual financial statements (HGB, SII), process optimisation, pricing, SQL- and Python-based reports for AXA Deutschland, Cologne
• 2022–2023: Support with portfolio transfer (RAFM optimisation; impact on HGB balance sheet, SII, reinsurance; migration to msg.Life Factory) for Zurich Deutschland, Cologne
• 2021 and 2024: Redesign of Solvency II model, implementation in Python and model enhancements; testing and documentation for PK Rück, Zurich
• 2021–2023: Control calculations for policy maturity benefits; specification and testing of an administration system for product launch at Youplus, Liechtenstein
• 2021: a) Support in drafting a reinsurance contract: project management and analyses; b) Support with Solvency II reporting and multi-year planning for Allianz Leben, Stuttgart
• 2020–2021: Further development and optimisation of models with Risk Agility FM (RAFM), integration into the IFRS 17 reporting process with Unify for Allianz Slovakia and Bulgaria
• 2017–2023: Quality improvement of the RAFM model; methodology development; documentation; optimisation of reporting and planning processes; automation with Excel and Oracle SQL (on COR-Life); implementation of a life reinsurance contract; validation of mathematical figures in the administration system for SV Versicherung, Stuttgart and Mannheim
• 2015–2017: Project management and senior actuary in the development of an actuarial projection tool and in the IMAP process with the regulator; guidance of the reporting team; analyses; methodology development; process design; coordination with IT, asset management and risk management for Allianz Leben, Stuttgart
• 2016–2020: Review of cash flow models for investment projects for B Capital, Zurich
• 2015: Rebuilding of methodology for MCEV calculation based on MVBS; weakness analysis and support in addressing weaknesses for Allianz SE, Munich
• 2014: Solvency II risk capital reporting project: validation of data submissions; analyses for management and the regulator; tool development; process and documentation improvements; training of team members for Aegon Group, The Hague, Netherlands

• Designed the growth and digital strategy for an EU distributor
• Established a differentiation strategy focusing on horizontal portfolio expansion, ESG and SG&A cost reduction using new digital sales and service channels
• Offered same-day logistic delivery for key customers, increasing customer satisfaction by 25%

• Solely responsible for two portfolios totaling USD 1 million with an average monthly performance of 2%
• Responsible for the investment strategy, specializing in US equities and ETFs (exchanges: NASDAQ and NYSE)
• Market, trend, data, and technical chart analysis
• Risk management – diversification, daily/weekly risk mitigation measures (rebalancing) to ensure optimal portfolio profitability

• Developed a compliant information security management system (ISMS)
• Advanced a modern risk management framework based on NIST for NIS2 compliance

• Test method validation for destructive testing (peel-force testing) according to ASTM F88/F88M

• Project Management Office: analysis and setup, master plan, standardized project planning (generic work breakdown structure according to HERMES), earned value management, milestone trend analysis.

• Finance management at portfolio, program and project level.

• Resource management and single point of contact for resource procurement (human resources / operating costs / investments).

• Process management.

• Implementation of a program management tool for unified program and project management.

• Program controlling: finance management, earned value management, milestone trend analysis, consolidation of project budgets, actual costs and forecasts at the program level.

• Variance analyses at program level.

• Transition from total cost view to commitment credit view (federal administration terminology).

• Calculation of available reserves (rolling), forecasts and scenarios.

• Monthly, quarterly, half-year and annual reports, preparation of annual planning at program level, special analyses / ad-hoc reports.

• Project controlling: support for project managers in project planning, earned value management, milestone trend analysis.

• Review of projects for budget compliance, adherence to phases and schedules, deliverables, resource planning and deployment.

• Variance analyses at project level, special analyses / ad-hoc reports.

• Resource management: resource planning based on program and project plans, review of timesheets.

• Supply chain (until April 2022): single point of contact for resource procurement (human resources / operating costs / investments).

• Change management: involvement in change management for cost-relevant changes (change requests), tracking of service contract price for contract-related changes, participation in change control boards / decision boards at management level.

• Establishment of controlling structures in a new Swiss federal agency (becoming a federal office as of January 1, 2024) since April 2022.

• Credit monitoring with validation of actual costs and commitment values.

• Resource management: cross-project resource planning (HRP).

• Earned value analysis and milestone trend analysis for key ICT projects of the federal government.

• Participation in the introduction of the JIRA Tempo module.

• Tools & methods: HERMES 5.1 / Agile HERMES, Sciforma 7, JIRA, Confluence, Tempo, Signavio, Microsoft SharePoint, Microsoft Office Prof., Excel-VBA.

• Compliance with IFRS 16 for all group companies
• Achieve efficiency gains through a centralized and standardized process and save time thanks to a single source of information
• Automatic calculation and posting of IFRS 16 and other relevant journals
• Simulations / planning of positions regarding rent/leasing (vehicles, equipment, real estate, etc.)
• Coordination of service fees, benchmarking, scheduling, etc.

• Analysis, consulting, and development of a WordPress application for the digital processing and delivery of the Bauma chronicle archive

• Concept and optimization of medical devices
• Design of housing segments, coupling systems and complex mechanical systems
• Plastic and sheet metal design
• Supplier inquiries and technical evaluation
• Technical support for suppliers and production
• CAD modeling with CATIA V5 and SolidWorks
• Creating models, drawings according to ISO GPS and documentation
• Approvals in PLM and SAP
• Internal coordination with relevant stakeholders