Planview Experts in Germany

VALUE ADDED:

The structured analysis and further development of business requirements and processes is driving the modernization of contract administration in a focused manner. Complex business matters and dependencies are made transparent, optimization potential is identified, and transferred into scalable solution approaches that enable as much straight-through processing as possible. This creates clearer and more efficient processes as well as reliable decision-making and implementation foundations for business departments, architecture, and development.

• Development of business requirements and processes for the further development and modernization of contract administration
• Creation and further development of business concepts, process descriptions, and decision-making documents for implementing new and optimized processes
• Analysis of existing processes and identification of optimization potential to simplify and scale processes
• Structuring of complex business matters in a dynamic project environment to ensure transparency and traceability for all involved
• Identification and clarification of business dependencies and interfaces, especially in interaction with adjacent systems and departments
• Contribution to business target models and development of solution approaches for new, scalable processes that also enable straight-through processing
• Leadership and moderation of business workshops to coordinate and further develop requirements with internal stakeholders from business departments, architecture, and development
• Prioritization of business topics and requirements for targeted implementation
• Support with testing, reviews, and quality assurance, including the creation and coordination of business test cases to verify the implemented solutions
• Use of SharePoint and Kanban to document and manage tasks

• 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

• Transition of Microsoft Azure operations to BTC AG
• Responsibility: budget of €60k
• Staff: leadership of 5 people
• Tools: Office 365, JIRA, Confluence

Implementation of anti-money laundering requirements in accordance with AMLA/KYC for an international large bank in Munich

Services provided:

• Clarification of the assignment, definition of the work package structure for the AMLA/KYC implementation project
• AI-supported project planning using my own AI workflow for project management
• Creation of the project management plan
• Resource and capacity planning
• Development of collaboration structures between IT service provider and bank client
• Alignment of responsibilities (RACI matrix)
• Management of 5 project members (core team)
• Project control, project monitoring, project reporting
• Communication management
• Escalation management
• Stakeholder management (11 stakeholders)
• Permanent member of the steering committee
• Project representation internally and externally
• Project reporting, management of decision-making bodies
• Project volume: 506 person-days (development effort)
• Risk management
• Quality management
• Organization and running of workshops

Methods: PMI PMBOK, EVM, GWG, DORA, BAIT, KANBAN, AML, AMLR, AMLA, GWG, KYC

IT environment: JIRA, Confluence, Sharepoint, Kantata Kimble, AI LLM Copilot, ChatGPT, anti-money laundering systems (in-house developments and SMARAGD)

• Introducing 5 different process applications for various teams

• Release planning: scope and time management

• Resource/capacity planning

• Conducting sprint planning / retrospectives

• Increment planning (multiple sprints)

• Preparing steering committee meetings / reporting to the executive board

• Coordinating / aligning with external suppliers / deliveries

• Multi-project resource planning

• Aligning with the business unit and development team

• Identifying best practices with IBM BAW

• Cost control and planning for the project team and external service providers

• Collecting KPIs using LogScale

• Analyzing application errors with LogScale / queries

• Defining user stories / aligning requirements with the business unit and development team

• Testing and defect tracking

• UI/UX design of the application

• Preparing and facilitating brown-paper workshop

• Test concept, test data, test organization, test execution

• Recording team velocity / metrics

• Executing tests

• Scripts for automated testing

• Organizing tests with the business unit and IT

• Recording and prioritizing defects

• Setting up and operating the application

• Setting up application monitoring with LogScale dashboards

• Checking health endpoints with PowerShell

• Post mortem analysis

• Setting up incident management

• Setting up problem management

• Analyzing errors using LogScale queries and dashboard

• Pre-processing data for AI

• Conducting evaluation with AI language models (Meta Llama 3.3 LLM and deepset Haystack) and RAG

• Installing runtime environments for LLMs (large language model)

• Evaluating various LLMs

• Installing RAG (retrieval augmented generation) and integrating with LLM

• Extracting unstructured data with LLM and RAG

• Project based on IBM BAW (Business Automation Workflow), WebSphere Liberty, Domea, d.3, REST, LogScale (formerly Humio), Swagger, PowerShell, JIRA, Confluence, Lucom Interaction Platform (LIP), Mattermost, Jabber

• PMO setup and governance for complex development and transformation programs
• Program and project management in highly complex technical environments (hardware, software, and system integration)
• Agile coaching and scaling (SAFe, Scrum) – from framework introduction to operational rollout
• Scrum Master and Product Owner roles within cross-functional, international teams
• Risk, stakeholder, and backlog management using JIRA, Confluence, and MS Project Available for: PMO Lead, Program Manager, Project Manager, Agile Coach, Scrum Master, Product Owner, Technical Program Manager

• Migration of SEPA direct debits, credit transfers & card clearing to Worldline's internal platform as part of the outsourcing contract

• Definition of the MIGR strategy

• Mobilization of the community (300+ experts at client & Worldline)

• Creation of the MIGR runbook (100+ workshops)

• Close collaboration with upstream project streams: BUILD & TEST, as well as with the operating units

• Set up of the governance framework, capacity management & reporting

• 100% of SEPA DD, CT & CC transaction traffic migrated (7 months)

• ~80 migrations carried out with a success rate of 70% ("first-time right")

• Set up technical & manual production monitoring

• Established a "fast-track" incident management process in the MIGR & hypercare phases

• Set up 20+ exception handling processes

• Conducted trainings

• Implemented SLAs & billing

• Conceptualizing, planning, and managing the project to introduce agile project structures
• Business analysis: construction site safety documents
• Requirements management
• Owning, structuring, and prioritizing the product backlog
• Leading Scrum meetings
• Planning and overseeing integration and migration cycles
• Owning the business test management
• Planning change management
• Using Azure DevOps, Figma, Planview, Draw.io, internal systems, MS Office suite, PowerPoint

• Consulting in the area of Project Management and Product Development
• Intercultural & Organizational Change Management
• Due Diligence Services with focus on strategic insights
• Establishing Problem-Solution-Fit for digital omnichannel marketing strategies incorporating product information management processes, including third party vendor service assessment to enter into RfQ
• Led a change management initiative to establish digital content delivery management readiness, improving technical documentation processes, customer experience and realizing significant cost savings by transitioning from printed to digital content delivery.

• Responsible for tool-based project and portfolio management in the group
• Designing, enhancing and operating Jira- and Confluence-based workflows
• Translating management and business requirements into reliable tool concepts
• Integrating Jira into existing tool landscapes (e.g. Planview, ServiceNow, SAP BW)
• Establishing governance, reporting and KPI structures
• Rolling out new workflows including training & key user models
• Using AI features to support planning & analysis

• Establishing active KPI measurement
• Designing and continuously optimizing LPM processes for budget planning and controlling based on the SAFe framework
• Building and refining a dashboard to provide transparency into an ART's total costs
• Training PMs and ARTs
• Preparing all resource and budget planning
• Generating cost reports and forecasts and identifying action needs
• Establishing strategic portfolio management

• Set up and manage complex project and rollout structures (SAP, cloud, portfolio) for large public sector programs
• Provide professional leadership to interdisciplinary teams (up to 30 people)
• Coaching and advising project and program managers
• Facilitation of national and international workshops and committees
• Set up and manage backlog, risk, and dependency management; meeting and agenda structures
• Lead cross-functional teams and facilitate steering formats
• Coordinate individual transformation projects across multiple broadcasters
• Use various project and portfolio management tools (ServiceNow, Planview, Cplace, Clarity, Jira, Confluence)
• Develop rollout scenarios; manage pilot and full-scale go-live
• Responsible for change and communication concept, as well as organizational training (train-the-trainer, key-user network)
• Central control and harmonization of rollout activities across five broadcasters; standardization of project management methods, risk management, and integration management

• Led global test data setup and execution for FT, SIT, and UAT across SAP S/4HANA (FICO, MM, SD) using SAP Solution Manager (Test Suite), JIRA, Confluence, and Azure DevOps
• Coordinated end-to-end testing across international teams (EU, SA, US, China, India), ensuring alignment with SAP testing standards and stakeholder expectations
• Translated business requirements into testable user stories and tasks, ensuring full coverage and traceability using SAP Test Management tools
• Managed project documentation and ensured compliance with SAP quality and audit standards
• Applied Agile methodologies leveraging Scrum and Kanban boards and integrating SAP testing into Agile sprints
• Delivered training and workshops on SAP testing processes and tools to foster cross-functional collaboration and transparency
• Oversaw SIT, UAT, and production rollout activities for SAP modules and adjusted test plans based on milestone reviews and stakeholder feedback
• Defined and implemented SAP test management strategies for CI/CD pipelines, integrating with automation tools like Tricentis Tosca and SAP CBTA
• Created real-time dashboards and reports using SAP Solution Manager, ALM, and JIRA to monitor test execution and support continuous feedback
• Demonstrated leadership in SAP test planning, execution, and team coordination to ensure timely, high-quality deliverables across global rollout projects

• Standards research "Product-/project-related for speed-controlled pumps".
• Support of internal development departments on standards issues nationally and internationally.
• Creation and maintenance of internal standards and test plans.
• Generation of technical requirements from normative specifications.
• Collaboration with authorities.
• Coordination with associations and organizations/authorities (VDE, UL, notified body EMC test).