Microsoft Power Automate Experts in Germany

The client operates a SaaS platform for managing rail and intermodal transport (Rail-Flow Transport Management Platform).

For two of its customers, it was looking for a 3-month project management replacement. Both customers offer rail and intermodal transport services. Implementation progress differs: one customer is already live and wanted its Phase 2 enhancements implemented; the other customer is implementing its MVP and entering an intensive testing phase.

As part of the assignment, project management was taken over, including management of the internal development team (offshore Turkey).

• Took over complete project management for 2 customer projects, including the roles of Product Owner and Co-Scrum Master
• Managed agile implementation teams consisting of business analysts, implementation consultants, developers (offshore) and QA staff
• Ensured compliance with and further development of project governance
• Planning and rollout management: creation and maintenance of project and rollout plans as well as coordination of role assignments with the client’s management
• Requirements and change management: management of contractual requirements, bugs and changes
• Customer and project communication: organization and moderation of status meetings and steering committees
• Identification of project risks, initiation of countermeasures and escalation
• Ensured correct and timely invoicing for project services together with Finance

Methods: Scheduling (forward- and backward-based), including milestone planning, structured interviews, multi-project management (in English)

Tools / Technologies: Jira, Confluence / Atlas, Claude (Skills, Artifacts), MS Outlook

• Built a scalable nearshore IT developer hub (Croatia, Czech Republic, Poland) as an independent company through a BOT model (Build – Operate – Transfer)
• Identified, selected, and managed full-service agencies; introduced management and control mechanisms, including KPIs, SLAs, and regular service reviews
• Prepared and reviewed data processing agreements and framework contracts in coordination with Legal & Compliance; integrated regulatory requirements (including KRITIS) into process design
• Advised on cloud vs. on-premise strategies, data storage, and authorization concepts; supported Procurement with tendering and service provider evaluations
• Managed change and process harmonization between internal teams and nearshore partners; reported to executive management, CFO, and CIO

Result: Scalable IT developer hub with an audit-ready governance model, reduced operating costs, and accelerated product development.

• Conclusion of partner agreements with OnePlan (portfolio management) and ForProject/EVMS (project controlling); ongoing qualification and implementation of both tools.
• Project management for the relaunch of [link] with a new focus on integrated PM/PPM toolchains.
• Development and implementation of approx. 60 PM standard methods (PMSP, CMSP, QMSP) according to ICB4 & PMBoK8 as a database application on MS Power Automate / M365 / MS Project, with a planned cloud launch in 2025.
• Deployment and cut-over standard process defined as Quality Gate QG07: go-live plan, cut-over plan, communication package, production launch, smoke test in production, hypercare team, incident and SLA management, confirmation of production stability and operational handover.
• Development of a classification and retrieval system (TOC) for ChatGPT projects to enable immediate cross-application object activation.

Tools: LinkedIn, Claude, ChatGPT, Gemini, Infinity, MS Copilot, OnePlan, EVMS/ForProject, Power Automate, SQL DB, O365, MS Project, MS Cloud, ICB4, PMBoK7, M365, Teams

• Marketing consulting for the EDL@Home and Commodity (electricity & gas) business areas
• Development of data-driven marketing and sales strategies
• Definition and expansion of key channels (Web, App, Portal, Social, Paid, Sales Partners)
• Target, annual and budget planning for the EDL@Home business area
• Definition of business requirements for marketing platforms
• KPI-based performance management
• Development of dashboards to measure success
• Performance reviews with management
• Management of external service providers
• Stakeholder management between Marketing, Sales, IT, Customer Service and Management

• Development of a production-ready Enterprise AI solution for the automated processing of invoices and business documents
• Integration of Azure AI Document Intelligence and LLM technologies into existing business processes
• Development of robust REST APIs for automated document processing and system integration
• Extraction, validation, and storage of structured invoice data in Azure SQL as a base for analytics and machine learning models
• Development of an AI-based recommendation engine with machine learning and deep learning to generate personalized product recommendations based on historical purchase data
• Implementation of logging, monitoring, error handling, and validation mechanisms for stable production use
• Collaboration with business teams to define business rules and integrate the solution into existing enterprise processes

Technologies: Python, Azure AI Document Intelligence, Azure OpenAI, Azure SQL Database, REST APIs, Machine Learning, Deep Learning, OCR, Pandas, JSON, Workflow Automation

• Integration of highly regulated countries such as China and South Korea into a company-wide M365 tenant.

• Technical contact for integrating special requirements for the executive board and German subsidiaries that are subject to BaFin compliance requirements.

• Subproject management.

• Coordination of requirements within the overall architecture.

• Design of the use of DLP features from Microsoft Purview.

• Design of special access restrictions via Entra ID Conditional Access.

• Support in designing the provisioning of Teams teams and SharePoint sites with higher compliance requirements.

• Technical support for implementing information classification with sensitivity labels for SharePoint Online and Teams.

• Technical support for the subproject introducing CoPilot for M365.

• Skills: M365, Purview, DLP, Entra ID, Sensitivity Labels, CoPilot, Teams, SharePoint Online.

• Consulting across two integrated areas: Commercial Strategy (pricing, sales steering, marketing strategy, market expansion, margin management) and Operational Efficiency (process automation, AI integration, workflow design, last-mile automation).
• Development of custom SaaS solutions, explicitly tailored to the specific requirements and processes of each company.
• Delivery of AI training and change management workshops for managing directors and specialist departments, including AI competence training with a certificate of attendance under Art. 4 of the EU AI Act.

Scope: Embedded as FP&A Data & AI Architect within the Finance function of a major European refrigeration manufacturer, leading the transformation of manual, fragmented financial reporting into an automated, governance-driven intelligence platform. Driving the shift from Excel-based controlling to structured data architecture, Power BI analytics, and AI-assisted financial operations.

Financial Data Integrity & ERP Governance

• Initiated and led GL vs. subledger reconciliation investigations, identifying and resolving structural mismatches between General Ledger and subledger data that had gone undetected prior to engagement
• Conducted asset analysis to identify items missing from General Ledger postings, surfacing gaps in fixed asset tracking and period-end completeness
• Validated SAP reports, establishing baseline data quality standards for Finance team consumption
• Established systematic SAP data validation framework ensuring ongoing integrity between ERP postings and downstream reporting outputs

Finance Reporting Transformation

• Designed and implemented a structured Transformation Project approach for converting manual Finance reports into fully automated processes
• Created and owns the Data Reporting Audit Log; a centralized tracking system capturing report owners, stakeholders, data sources, manual effort estimates, and automation opportunity scores across the Finance function
• Mapped the full reporting landscape identifying quick-win automation targets and strategic Power BI migration candidates
• Actively reducing manual Excel and PowerPoint dependency across FP&A workflows; replacing point-in-time snapshots with live, governed data models

Power BI & Analytics Enablement

• Introduced and presented Power BI as the strategic reporting platform to Finance leadership, building internal buy-in for the BI transformation roadmap
• Designed initial Power BI architecture aligned with SAP, Salesforce and Oracle data structures and FP&A reporting requirements
• Established report ownership, governance documentation, and data lineage standards enabling sustainable self-service analytics across the Finance team

Transformation Infrastructure & Collaboration

• Configured and deployed Jira as the transformation project management hub, establishing structured sprint workflows, backlog management, and progress visibility for Finance IT initiatives
• Proposed and initiated a dedicated FP&A Communication & Transformation Hub, a structured cross-functional forum aligning Finance, IT, and business stakeholders around the reporting transformation roadmap
• Positioned the Finance function as an active driver of data governance and digital transformation within the broader organization

Outcomes

• GL/subledger reconciliation gaps identified and investigation framework established within first two weeks of engagement
• Data Reporting Audit Log deployed; first structured inventory of Finance reporting landscape in company history
• Power BI transformation roadmap presented and approved by Finance leadership
• Jira-based project governance live; Finance transformation now tracked with full sprint visibility

Technologies: SAP FI/CO · Power BI · DAX · SQL · Excel (advanced) · Power Query (M) · Power Automate · VBA · Jira · Microsoft 365 · SharePoint · Salesforce (Sales Data) · Oracle HCM · Python

• Designed and implemented comprehensive business processes, leading cross-functional teams to increase customer satisfaction and reduce costs
• Provided training and ensured benefits realization through end-to-end workflow development
• Contributed to the “Generate Insights from Hidden Knowledge” initiative by developing and deploying AI-driven workflow automation solutions using Large Language Models (LLMs) and low-code/no-code platforms
• Designed multi-agentic workflows integrating OpenAI, LangChain, Haystack, and n8n to automate document review, data extraction, and knowledge summarization processes
• Led the orchestration of AI and automation frameworks to enhance medical and business review processes, ensuring compliance, explainability, and transparency
• Collaborated cross-functionally to translate complex business requirements into AI-enabled automation prototypes aligned with enterprise compliance and data privacy standards
• Applied Power Automate, UiPath, Nintex, and ServiceNow to deliver rapid, scalable, and secure automation solutions within validated operational environments
• Leveraged Lean Six Sigma, Agile/SAFe, and ITIL principles to structure AI development pipelines ensuring measurable impact, auditability, and sustainable governance
• Managed cross-departmental collaboration to standardize workflows, reducing errors and enhancing task management. Established governance frameworks to ensure the sustainability of automation solutions

• Independent training in travel expense accounting (Egencia, Perk, AirPlus)
• Interface management between travel expense tools
• Onboarding and offboarding of employees and vendors
• Advising teams on posting incoming and outgoing invoices
• Documentation and process improvement

• Administration and further development of the M365 environment including Teams, Exchange Online, Intune and SharePoint Online
• Development of dashboards for performance monitoring using Microsoft Power BI
• Implementation of user requirements and processes with low-code/no-code technologies (Power Apps, Power Automate)
• Use of Jira and Azure DevOps to plan and implement user stories in an agile project context
• Participation in daily stand-ups, sprint planning, sprint reviews and retrospectives as technical point of contact
• Planning and implementation of security policies using Azure Conditional Access and multi-factor authentication
• Configuration and deployment of clients and applications via MECM (SCCM) and Baramundi

• Advising companies on building, migrating and optimising BI and reporting landscapes (Power BI, SQL, Python, ETL)

• 5 client engagements in real estate and finance since 05/2025: taking over and stabilising existing reporting, automating recurring standard and management reports, building cash-flow models

• Proposal and feasibility assessments for BI and reporting projects

• Using AI-assisted development (Claude Code) to accelerate automation, tooling and web/app development

• Custom ERP system

• Problem: A client's core processes ran on scattered, siloed Excel files with no central data storage – error-prone, hard to scale and impossible to analyse end-to-end.

• Approach: Captured the business processes and requirements, modelled the data and developed iteratively together with the business team.

• Implementation: Built a tailored, web-based ERP system with a central database, role-based modules and automated reporting – delivered using AI-assisted development in Claude Code.

• Timesheet app

• Starting point: Time tracking based on an overgrown, macro-heavy Excel template – maintenance-intensive, single-user and error-prone.

• Implementation: Migrated all functionality and VBA macros into a standalone web app with central data storage, multi-user support and automated reporting.

• Cash-flow modelling

• Starting point: The existing cash-flow model covered standing investments only; project developments were missing from steering.

• Implementation: Built and extended the CF model to include project-development cash flows.

• Optimisation: Reviewed and optimised existing CF models and expanded the KPI outputs for reporting and steering.

• IT consulting
• Power Platform & Databricks
• AI software development (custom software)
• Commercial responsibility for the company

Technologies: n8n, Notion, OpenAI API, Claude, MS AI Foundry, MS CoPilot Studio, MS CoPilot, LLM, Node.js, Vercel, LangGraph, PostgreSQL, pgEdge, pgvector, Docker, LangChain, Ollama, Open WebUI

• Continuous evaluation and prioritization of internal automation needs
• ~20 AI agents in active use: research, content pipelines, document processing
• 5 n8n workflows for automated data and process control
• Architecture built on the same principles as in customer projects: state management, event-driven orchestration, API integration
• Ongoing operation and further development