Microsoft Power BI Expert in Switzerland

Swiss University of Applied Sciences institute (HEdA/AAQ accredited); ranked #5 globally for Executive MBA (CEO Magazine 2025)

• Led the research function and chaired the Research Advisory Board.
• Editor of the Journal of Applied Business Research.
• Member of the Thesis and Dissertation Committee.
• Contributed to the AAQ and ACBSP accreditation processes.

Engaged by one of Switzerland’s largest insurance groups for spanish SAP rollout following the acquisition of Caser (Spain), for ongoing support and S/4HANA transformation initiatives covering all Market Units (CH, ES, DE, AT, FR, IT).

Key areas: FI-AP, FI-AR, Payments, Bank Accounting, Cash Management, S/4HANA transformation, eInvoicing, eReporting, Business Partner

• SAP Rollout: Led end-to-end FI-AP, FI-AR, Payments, and Bank Reconciliation rollout for acquired Caser entities in Spain (Dec 2020 – Mar 2022), including full Spanish localisation.
• Integration with FSCD: Redesigned bank statement incoming payments integration in FSCD from custom to SAP standard solution, significantly increasing straight-through processing rates.
• Payments: Retired legacy custom payment trees; implemented SAP standard CGI payment trees and executed migration from ISO 20022 v2009 to v2019.
• Implemented a 1 GL account per House Bank (HBKID) concept with multiple Bank Account IDs (HKTID), reducing the total number of bank GL accounts by over 90%.
• Spanish localization: Configured and deployed Mod 180, 190, 347, 349 and SII Reporting for Spain mainland and Canary Islands using SAP eDocument (DRC) and SAP BTP Webservice, processing 2 million invoices annually, Spanish Direct & Indirect Method Cash Flow Statements (Insurance & Non-Insurance) fully reconciled
• Migration: Used SAP AIF to migrate AR/AP master data, open items, SEPA mandates, and complete GL documents for multiple company code merges (hundreds of thousands of records); leveraged Power BI/Power Query for data transformation.
• Bank Reconciliation: Achieved 60%+ automatic bank reconciliation across MU ES, CH, and DE using CSB43, MT940, and CAMT.053/054 formats, including custom improvements (tax-number-based customer/vendor matching, fuzzy search), and co-implemented the bank statement interface cockpit in SAP AIF. Integrated MX Camt from Swift Finplus and made transition from ISO20022 v2009 to v2019
• Worked on S/4HANA convergence and wrote concept work for SAP Cash Management & Treasury and eInvoicing/eReporting transformation.
• Currently leading the design for Business Partner Migration using SAP DRF and SAP AIF for Helvetia Baloise Integration Project and Harmonization of all BP interfaces.
• Currently leading Requirements Engineering for eInvoicing & eReporting for Italy, France and Spain, modelling Flows in SAP Signavio.

• Developed Power BI semantic models, DAX and RLS, improving reporting performance and security.
• Designed Fabric Lakehouse with Medallion Architecture (Bronze/Silver/Gold), accelerating data processing and improving maintainability and scalability.
• Built Fabric Data Factory pipelines and PySpark transformations, reducing processing time by 40%.
• Delivered automated Power BI KPI dashboards, accelerating reporting and decision-making.
• Supported SAP BO 4.3 → 2025 migration across 2,000+ Webl reports and 34 universes, reducing testing effort by 35% and improving migration quality and reliability.
• Optimized UNX universes, reducing query execution time by 40%.
• Optimized SAP BO reporting solutions, improving reliability and reducing manual effort.

Environment: Power BI, Microsoft Fabric (Lakehouse, Warehouse, Pipelines, PySpark), Tabular Editor, DAX Studio, SAP BI (BO 4.3/2025, Webl, UNX Universes), 360Suite, InfoBurst, GitHub, JIRA.

• APX Vision partners with organizations to design, pilot, and continually refine adaptive operating models that unlock measurable growth, resilience, and engagement through continuous, real-world implementation.

• Adaptive systems consulting: Implementing the Adaptive Organization & Management System 6.0™ through customized diagnostics, pilots, and actionable frameworks.

• Executive and team coaching: Supporting leadership growth and culture renewal with people-centered, evidence-driven approaches.

• Lean, Six Sigma, and operational excellence: Enabling practical, sustainable improvements across business functions.

• Innovation partnerships, pilot mandates, and co-creation opportunities to advance System 6.0™.

• Strategic consulting and coaching collaborations for sustainable transformation.

ODCUS makes sure AI works alongside people in the day-to-day operations of Swiss SMEs while keeping their data secure: vendor-independent, pragmatic and without hidden agendas. We make a company's knowledge useful to AI, automate workflows and protect what matters.

I transform IT from a cost factor into a competitive advantage. As the founder of ODCUS, I advise Swiss SMEs and mid-sized companies—independently, with a focus on results and without hidden agendas.

What drives me: Too many companies invest in technology without knowing its business value. That is where we come in: we always advise on IT in the context of the business and its success.

My focus areas:

• Cybersecurity – Pragmatic protection that fits the business
• Compliance – NIS2, ISO 27001, EU AI Act without excessive bureaucracy
• IT costs – Create transparency, eliminate waste
• AI – From pilot project to measurable value creation

• 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.

Ativa is the management company of Sammelstiftung Vita (Zurich Insurance’s occupational pension fund) and is responsible for around CHF 22 billion in assets.

• Created interactive Power BI dashboards and reporting solutions for senior management
• Implemented an underwriting tool based on Power BI (DAX)
• Built a cloud-based MS Azure SQL database and documented it
• Underwrote pension risks, including making decisions on acceptance, rejection and terms

• Intelligent Document Processing Engine with OCR & Computer Vision: Architected the end-to-end AI pipeline at the core of the SQPS GenAI document-processing product, which turns scanned paper and PDF batches into organised, searchable documents, combining image pre-processing, OCR and layout analysis for mixed-quality scans. Technologies: Python, OpenCV, Tesseract / PaddleOCR, PyTorch, FastAPI
• Automatic Document Splitting & Classification: Developed models that detect where one document ends and the next begins inside a single multi-document scan, and classify each one by type (invoices, contracts, letters, reports) to enable fully automated filing. Technologies: Python, PyTorch, scikit-learn, Hugging Face Transformers
• Information Extraction & Intelligent File Naming with LLMs: Implemented an LLM-based GenAI extraction system that reads dates, names and reference numbers from unstructured documents and uses them to generate consistent, rule-based file names, with configurable naming conventions per organisation. Technologies: Python, LangChain, OpenAI, SentenceTransformers, SQL

• Cover the role of Global Process Owner of the Business Intelligence area and contribute to designing the Data Strategy
• Responsible for the global BI platform based on SAP BW4/HANA, SAP Analytics Cloud, Datasphere, Analysis for Office and Power BI
• Collaborate with the FICO team due to acquired skills in this area
• Work closely with the business worldwide to build dashboards, data models and reports to provide useful insights
• Coordinate international analytics teams as project manager and report project progress to the Board
• Participated in the two-year S/4 implementation project with SAP Schweiz, coordinating the SAP implementation team in Portugal and ensuring go-live with all dashboards and reports working and data matched S/4
• Managed BI projects in Sales, Finance, Global KPIs, Manufacturing and Purchasing as project manager; developed and coded when necessary
• Led the migration of reports from BusinessObjects and Lumira to Analysis for Office and BW4/HANA
• Developed Spend Analytics data models and dashboards to analyze purchasing across 30+ entities, achieving 8% savings on purchasing volume and increased group profitability
• Defined data strategy for the group
• Created the global Business Intelligence site on Viva Engage, published stories and built the BI website containing links to training, BI directive list of reports and dashboards
• Created success stories as business use cases, published on Viva Engage
• Led the Business Intelligence function globally, coordinating BI development teams in Switzerland and abroad
• Personally developed data models, reports and dashboards
• Involved in privacy and security topics to guarantee correct compliance of data management
• Coded using different programming languages
• Managed more than 15 BI projects over 5 years using agile methodology, delivered on time, on budget and on quality
• Wrote the BI directive on correct usage of BI tools in the company

• 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%

• SME for operational processes, contract negotiation and product design for the implementation of a SaaS contact center solution & carrier services
• Definition of several operational processes, organizational setup, ITSM application integrations, creation of contract schedules and advising contract negotiation
• Scrum Master with agile tooling (processes & automation)
• Commercial manager to create business cases and closing the sales process
• Increasing impact, trusted relationship, and key team member within a short time

• Leading procurement transformation activities as part of a strategic carve-out program at a global life sciences company
• Responsibility for business separation, IT and operational technology contract management, supplier migration, and Day-1 readiness
• Close collaboration with Legal, IT, HR, PMO, Finance, and business functions to manage contractual risks, ensure business continuity, and successfully deliver the transformation.

• 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

• Support with the introduction and implementation of the Qualtrics XM platform in the consulting and service environment for customers, e.g. in the banking sector, focusing on data quality, parameterization, technical coordination, and implementation support

• Technical validation of configurations, feedback flows, and reporting setups

• Review and assurance of data quality (mapping, mandatory fields, regulatory-relevant fields)

• Performance of UAT, functional tests, and data checks in collaboration with the department and IT

• Coordination with stakeholders from consulting, service, compliance, IT, and product management

• Clarification of technical requirements with the business side and derivation of adaptation requirements in the platform

• Creation of documentation, test protocols, and quality-related artifacts

• Support in the preparation of internal approvals and rollouts

• Successful technical acceptance of the new feedback and reporting functionalities

• Increase in data quality in the relevant fields (e.g., feedback classification, assignment to the consulting process)

• Stable implementation of the platform in the consulting environment with clear handover to IT and specialist departments