Miro Expert

In-house consulting provider and transformation driver within the group, in a multi-stakeholder environment and working with C-level leaders.

Realigned and stabilized a cross-functional transformation and scaling program across the group. Refined the vision, priorities, and portfolio of initiatives, and established robust governance, planning, and management structures. Structured roles, responsibilities, and strategic initiatives, incorporating AI and IT automation opportunities.

• Designed program realignment and project portfolio management

• Developed a strategy model and vision for IT projects

• Structured the portfolio, roadmap, and priorities

• Established governance and regular meetings

• Developed an operating model for flagship projects

• Assessed AI and automation opportunities

• Clarified roles and responsibilities

• Implemented change initiatives

• Designed, facilitated, and evaluated workshops

• Brought 17 initiatives into a management framework

• Improved transparency and decision-making

• Strengthened accountability in program management

• Sharpened the operating model

• Integrated three top-5 institutions

• Engaged over 80% of stakeholders

• Governance

• Portfolio management (PPM)

• Change Management

• Artificial intelligence

• Workflow automation

• AI use case assessment

• Confluence

• Jira

• Stakeholder management

• 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 using a unified data model as the company-wide single source of truth
• Consolidation of previously isolated reporting logic in a central semantic model – elimination of redundant files, manual data transfers and inconsistent metrics across 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; enabling 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 specific recommendations for action
• AI Solution Architecture: Connecting Business Central and Power BI to LangDock via MCP (Model Context Protocol) for AI-supported data usage
• Development 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 delivery 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

• Launched a new digital product in the Chinese market as part of a global growth strategy.

• Served as the link and coordinating interface between central product management, local Chinese teams and international stakeholders.

• Managed the overall program to coordinate complex digital projects.

• Successfully launched a digital product in China (including successful certification for the Chinese market).

• Balanced local requirements with global priorities while taking tax and regulatory requirements into account.

• Introduced a new way of working to improve collaboration and coordination across locations.

• Developed and implemented a scaling strategy for the digital business model in China.

• Used Jira, Confluence, Miro, Scrum, Agile ways of working, SAFe.

• Project language: English.

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

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

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

• Intensive coaching of Product Owners (POs) to develop and promote “Empowered Teams,” alongside leadership development to provide a realistic perspective (“disillusionment”) on agile frameworks and methods

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

Project: Digital Sovereignty – Toll Collect

Workshop: Digital Sovereignty Recognize dependencies, reduce risks, remain capable of acting

Format

• One-day practical seminar

Target group

• Executive management
• IT managers
• Data protection officers
• Compliance functions

Content and objectives

• Systematic analysis of digital dependencies
• Assessment of legal and operational risks
• Development of a concrete plan to increase digital sovereignty
• Mapping of the entire IT infrastructure by participants
• Identification of critical dependencies on non-European providers
• Creation of a prioritized risk matrix based on:
• GDPR
• NIS2
• EU AI Act
• Joint development of options for action – from a hybrid model to complete migration to European solutions
• Development of an individual sovereignty roadmap with:
• Responsibilities
• Milestones
• Budget framework

Agenda

• Preliminary self-assessment (current infrastructure)
• Digital sovereignty? Nothing but an illusion
• Digital sovereignty 2026 – Germany’s dangerous dependency in focus
• Digital sovereignty & open source
• What is digital sovereignty?
• Three questions raised by digital sovereignty
• Reflection: Digital sovereignty in your own life
• Why is digital sovereignty existential now?
• Practical examples of digital sovereignty
• Schleswig-Holstein initiative
• Benefits of digital sovereignty for your company
• Assessing strategy options (cost-benefit matrix)
• Sovereign provider? 10 questions
• What does digital sovereignty specifically mean for your company?
• How do you shape digital sovereignty?
• Digital sovereignty and psychological safety
• Psychological safety: The key to high-performing teams
• Why psychological safety in your company?
• Benefits of psychological safety
• Invitation to group work: PsySafety Check (PS-C)
• The “Braintrust” experiment
• Creating a risk matrix
• Creating a roadmap & project plan
• European alternatives to US Big Tech
• 10-point plans:
• NIS2
• EU AI Act
• GDPR
• ISO 27001

Banking & Invest – Replacement of digital application journeys

Shared product responsibility for the digital application journeys (accounts, investment accounts, home financing) of a large financial services provider working with three partner banks – from the prioritized backlog and partner bank integrations to regulatory requirements (WpHG, ESMA, BFSG); contributed to the introduction of MS Copilot and AI use cases.

Result: Continued to develop the platform reliably across around 30 releases over 2.5 years; launched two new partner processes and met regulatory deadlines.

Planning, delivery & facilitation of crisis communications and reputation management

AQIM is a non-profit organization based in Austria. It is an association of interim managers from Germany and Austria. Founded in December 2024. Multi-part training with workshops and consulting on preventive crisis communications, in collaboration with the founding members and communications leads. To assess crisis potential for the market entry strategy and ahead of a digital campaign.

Project highlights:

Consulting and training for:

• Assessing crisis potential as a new market participant and for its internet-based communications activities
• Planning and developing crisis communications with targeted measures
• Developing a crisis plan to minimize reputational risks in the event of a crisis
• Delivering training and information sessions

Results:

• The one-off consulting event initially planned to prepare for an information campaign became a multi-part workshop on preventive crisis communications. It gave the organization the skills and confidence to handle an acute challenge, and also helped the participating interim managers build skills they could use in their day-to-day client assignments
• The workshop enabled those responsible to launch the information campaign, which was being prepared at the time and planned to run for six months, on social media as scheduled at the end of January 2026
• Carefully prepared scheduling and clear guidelines for responding to critical voices, including terminology, tone of voice, and compliance rules, ensured a smooth launch and delivery of a 3-month information campaign

• Instructor for an AZAV-certified AI training program for working professionals; designed in February 2026, with five cohorts each running for one month from March 2026
• Designed and created all modules and learning materials
• Topics: AI fundamentals, prompting, use cases in communication, analysis, and processes, agents and workflows, the EU AI Act, and GDPR
• Taught small groups of 3 to 9 participants from different professional fields and levels of seniority
• Provided individual learning support throughout each course
• Result: completed five cohorts with around 500 hours of live instruction

AI phone assistant platform

Claude Code, Google AI Studio, Python, LLM / Voice-AI, PostgreSQL

• Designed and hands-on developed an AI-powered phone assistant platform (Voice-AI / LLM)—from idea and architecture through to MVP/product.
• Built agentic workflows and end-to-end automations with Claude Code and Google AI Studio.
• Also supported AI-powered delivery in client engagements: using Claude Code for governance documentation, requirements drafts, and automations.

Transformation mandate: IT operating model and governance

• Managed the operationalization of a new IT operating model for a service- and customer-oriented organization in the managed services and Microsoft 365 environment.
• Translated the organizational target vision into concrete roles, responsibilities, organizational elements, decision-making paths and collaboration principles.
• Designed and operationalized a layered model with autonomous delivery teams, supporting units and clearly defined governance functions.
• Designed governance for Service Delivery Management, People Leads, Global Service Owner (GSO), operational teams, clusters and management committees.
• Structured the transformation rollout into ramp-up, implementation, stabilization and operations, and developed kick-off, communication and feedback formats.
• Further developed PMO and office structures as well as portfolio and workforce management to create transparency on resources, risks, dependencies and decision-making needs.
• Facilitated cross-functional workshops and decision-making meetings and translated different stakeholder interests into implementable principles, rules and actions.

Interim mandate: IT service and operations management

• Took over operational responsibility for Citrix and AD/Access, including incident, escalation, transition and quality management in day-to-day operations.
• Clarified operational interfaces and clearly defined responsibilities between internal units, Service Delivery Management and external service providers.
• Conducted structured GAP analyses of existing service descriptions, prepared make-or-buy decisions and clarified roles with KPI integration.
• Managed conflicting objectives, dependencies and escalations in complex customer, operations and transformation situations.

Selected results

• The transformation target vision was translated into practically applicable roles, governance rules, organizational elements and rollout formats.
• Decision-making paths, responsibilities and interfaces between operational delivery, supporting functions and management were described transparently and bindingly.
• The foundations for self-managed teams, standardized service descriptions and reliable portfolio, resource and management transparency were established.

Methods: Operating model design, governance design, RACI, GAP analysis, stakeholder analysis, workshop facilitation, change communication, risk and escalation management, KPI and service management

Working Environment

• Insurance / Claims Management (Property, Liability, Automotive)
• REST-based ClaimAPI with Guidewire ClaimCenter

Scope

• Further development of the internal REST-based ClaimAPI with Guidewire ClaimCenter as the backend and various portals/front-end offices as clients, and with the following objectives: + increased AI-supported claims processing outside of Guidewire ClaimCenter + and support for all lines (property, liability, automotive).
• Further development of automated claims processing

Activities

• Interfacing IT & Business
• Design activities with documentation in Confluence, Jira: + Requirements engineering (functional and non-functional) + Design of REST endpoints and coordination with interface partners (esp. AI-colleagues) + Identification, design and evaluation of alternative solutions (moving away from a monolithic approach toward fine-grained endpoints, with code reuse across all lines if possible) + Creation / refinement of product backlog items in Jira, i.e. epics, user stories and tasks, incl. alignment with developers & POs during (pre-)refinement sessions + Using AXA Secure GPT when creating / refining user stories (description, acceptance criteria) and designing REST endpoints + Estimation and prioritization of user stories and tasks during Sprint Planning sessions + Coordination and support during the implementation of Product Backlog items + Driving decision making with preparation and presentation of decision-making documents
• Quality assurance: + Test management, including test case creation using Xray in Jira + Test execution using Bruno as REST client and in Guidewire ClaimCenter + Submission of test artifacts for PO approval + Analysis of production bugs

Methods Big Room Planning (aka PI-Planning in SAFe), Scrum, BPMN, EPK, UML, ERM, DDD

Tools / Tech Stack Teams, Confluence, Jira with Xray, OpenAPI/Swagger, REST, JSON, XML, MS Office, Bruno, GitHub repository (reading), Guidewire ClaimCenter, AXA Secure GPT (AXA's in-house GenAI solution based on Azure OpenAI)

Led the end-to-end integration and migration architecture for decommissioning SAP IS-U market communication and transitioning to Salesforce Marketing Cloud (SFMC) with E.ON IT Services — covering regulated EDIFACT market messaging, a three-phase data migration (transfer of market message inventory after cutover), redesign of market communication processes, and full GDPR and German energy-market compliance.

• Designed the three-tier target architecture (SAP IS-U → NScale B2B gateway → SFMC) processing 50,000–100,000 EDIFACT messages daily within sub-5-minute SLAs.
• Architected the three-phase data migration: 36 months of historical data, zero-loss cutover of in-flight market messages, and near-real-time CDC synchronization.
• Delivered secure, BDEW/GDPR-compliant integration (AS2/OFTP2, RFC/IDoc, REST APIs, OAuth 2.0, Azure AD, AWS S3) achieving >99.5% uptime, <0.1% migration discrepancy, and RTO <4 hours.
• Applied BPMN to model and optimize the market communication processes.

Technologies: SAP IS-U, NScale, Salesforce Marketing Cloud, EDIFACT, OAuth 2.0, Azure AD, AWS S3, BPMN, Jira, Confluence, Draw.io

Developed the product vision and outcome strategy for a new registry platform, designed a management workshop for strategic alignment, conducted BPMN process mapping across systems and roles, analyzed user story practices and further developed them on an outcome basis, and brought together stakeholders from business departments, management and the external development partner.

Skills: Product Strategy, Outcome Roadmapping, Stakeholder Workshops, BPMN/Process Analysis, Miro, Linear

• Wrote the book chapter “Entwicklung eines digitalen Geschäftsmodells” for the Springer Gabler collection “Praxishandbuch Digitales Management”.