Microsoft Power Automate Experts in Germany

• 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

• Analysis of the existing reporting platform including processes and governance topics with stakeholders from sales and marketing.

• Detailed analysis and evaluation of client-defined requirements for existing reporting and new dashboards.

• Supporting stakeholders in managing sales processes and early detection of KPI trends.

• Use of Microsoft Power BI as central analysis and reporting platform.

• Developing a proposal for the necessary evolution of processes and the Power BI platform.

• Gathering current business processes and defining company-wide KPIs in coordination with stakeholders.

• Analysis and inventory of the client's Power BI platform.

• Analysis of processes and data governance.

• Recording and documenting current business processes.

• Developing recommendations for process and reporting platform improvements.

• Designing and implementing dashboards in Power BI.

• Defining company-wide KPIs and aligning them with stakeholders.

• Microsoft Power BI.

• Data analytics.

• KPI definition and reporting.

• Dashboard design and data visualization.

• Stakeholder management and requirements management.

• Developed & maintained customer analytical reporting solutions to identify revenue trends, performance drivers, risks & optimization opportunities to ensure data driven decision making across Sales, Finance, Product, Data Engineering & Controlling.
• Defined & analyzed customer trends & performance metrics to identify root causes behind variances, anomalies & emerging risks across business domains to deliver actionable recommendations.
• Developed & owned analytical data models & reporting layers to ensure scalability, performance & analytical robustness to support executive & operational reporting across business domains.
• Planned, tracked & executed projects by ensuring adherence to timelines, data accuracy, consistency, deliverables, reliability & data quality standards through rigorous validation & reconciliation processes.
• Raised the analytical maturity by formalizing analytical workflows, documenting data processes & standard operating procedures (SOPs) & conducting training sessions to drive adoption of self-service analytics & embed a data driven culture across operational and business teams.
• Took ownership of the end-to-end lifecycle roadmap from requirement gathering, collection, transformation, developing robust business logics to data storytelling & stakeholder delivery.
• Converted complexity into structured clarity by translating requirements & business processes into analytical recommendations to ensure alignment between non-technical & technical stakeholders.
• Conducted advanced SQL based analysis of complex business datasets to uncover trends, correlations & performance improvement opportunities.
• Drove process automation & efficiency improvements by leveraging Python, SQL optimization & AI assisted tools to reduce processing time & increase reliability across analytical & operational workflows.
• Standardized KPI definitions & reporting logic to ensure consistency & trust across reporting solutions.
• Developed process monitoring dashboards & analyses to identify inefficiencies, bottlenecks & compliance deviations across end-to-end business processes to derive actionable recommendations for process improvement & automation.

• Built and maintained Power BI dashboards (DAX, Power Query, data modeling) tracking KPIs across 15+ global manufacturing sites — primary reporting tool for EU leadership decision-making.
• Developed a multi-screen Power Apps application (configurator-style tool) with SharePoint-based workflow integration for the sales team — designed jointly with business stakeholders and IT.
• Built and maintained automated Power Automate workflows connecting to SQL databases; independently identified and deployed an LLM-driven automation use case that eliminated 90% of manual reporting effort — self-pitched to leadership and taken end-to-end into production.
• Built a Python-based data pipeline (SQL) extracting, modeling, and validating data across 10+ EU plants — establishing reliable data models and KPIs for cross-site reporting.

• Thesis Title: Designing a Semantic Layer for Enterprise Analytics and AI Integration.
• Designed a semantic layer architecture for enterprise analytics that improved dataset discovery, relationship mapping, and governed access to reporting data.
• Built schema discovery and SQL generation workflows across 400+ data products, translating complex data structures into consumable analytics assets.
• Implemented role-based access control, Row-Level Security, and query validation to ensure data quality, governed access, and reliable use of enterprise reporting datasets.