Process Automation Experts

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

Financial reporting as an MVP. Follow-up assignment.

• Reports on profit and loss, balance sheet and cash flow
• Budget and personnel metrics (FTE)
• Implementation as an MVP with a fixed scope

• Designed and developed a production-ready data platform based on Microsoft Fabric for an e-commerce company
• Built a scalable Medallion Architecture (Bronze, Silver, Gold) with Lakehouse and Delta Lake as the foundation for analytics and AI applications
• Developed a metadata-driven ETL platform with PySpark and a generic Incremental Loading Framework (SQL Server → Bronze → Silver → Gold)
• Developed reusable components for Microsoft Fabric Notebooks to standardize data integration, transformation, and validation
• Implemented automated data pipelines including monitoring, logging, error handling, and Delta MERGE strategies for stable production operations
• Built a business layer architecture for reporting, data warehousing, and reusable data products
• Integrated heterogeneous data sources via SQL Server, REST APIs, Amazon SP API, and Google Analytics 4
• Worked closely with business departments to analyze business requirements and translate them into scalable data architectures

Technologies: Microsoft Fabric, PySpark, Python, SQL Server, Delta Lake, Lakehouse, OneLake, Data Factory, Data Warehouse, REST APIs, Amazon SP-API, Google Analytics 4

Design and implementation of a “unified-commerce” platform for SMEs to sell and deliver multi-product bundles

Achievements: Designed and delivered a fully functional, CPQ-based “buy flow” process for configuring and selling multi-product bundles on time, and secured customer approval within the specified 90-day timeframe. Successfully tested the integration of various interface services for customer search, customer data enrichment, address validation, service qualification, phone number validation, credit checks, appointment selection and quote-to-order transition.

Responsibilities:

• Strategic goal delivery: Translating strategic customer goals into action and delivering them (e.g. release content, business value).
• Backlog management: Creating and refining backlog items (Initiatives, Epics, User Stories, Defects) in close coordination with the project team and client.
• Prioritization & releases: Owning Product Backlog prioritization and delivery of defined release goals.
• Deliverable tracking: Tracking work completed by suppliers and the client.
• Roadmap & release planning: Developing and delivering roadmaps and release plans together with the client.
• Scope ownership: Owning the contractually agreed scope of work.
• Claim management: Proactive claim and change management with the client.
• Team coordination: Managing and coordinating the development team.
• Leveraging synergies: Using synergies between client projects and product development.
• Proposal preparation: Preparing proposals (with supervision) and presenting them in person to clients and partners.

Skills: Developing, communicating and delivering product visions; Product Backlog Management; Stakeholder Management; Regular reporting to management and steering committees; Requirements analysis & engineering; Planning and documenting workshops; Functional leadership and coordination of (distributed) project teams and external service providers; Epic Management; User Story specifications; Creating use cases, supporting software testing and User Acceptance Testing (UAT); Release Management and sprint planning; TO-BE process design; Process optimization; Planning, designing and specifying interfaces to existing and new systems; Identifying, assessing and managing project risks; Proactive claim and change management; Facilitating sprint planning and reviews; Data migration; Scrum; Kanban; REST API; JSON; XML; BPMN; UML; Jira; Confluence

• Developed a market entry strategy for the claims division of an insurance services provider.
• Analyzed and optimized existing claims processes.
• Defined management metrics and KPIs to improve performance and efficiency.
• Advised management on market positioning and process digitalization.
• Led an IT team of 13 employees as part of an interim vacancy cover.
• Ensured stable IT operations and managed external IT service providers.
• Led regulatory projects, particularly the implementation of the DORA regulation.
• Prepared and supported an IT security audit.
• Change management and conflict moderation in a challenging transformation environment (FI migration).

• Advising on and selecting voice systems based on requirements, integration, data protection and cost
• Designing call guides, knowledge bases and handover to employees
• Test planning, call analysis and optimization of existing solutions

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

The consultancy is developing AI agents for managers for a client. The underlying logic is built in GPTs, while the client works with Microsoft.

In progress:

• Designing and implementing agents for people management and leadership development in Copilot Studio
• Transferring the GPT logic to the end client's Microsoft environment

Stabilization of a critical logistics outsourcing setup in the context of an SAP S/4HANA transformation. The focus was on restoring a reliable operational fact base between the client, logistics service provider, international supplier plants and the SAP/IT organization.

• Coordination between the client, global logistics service provider, international supplier plants, SAP/IT teams, Quality Management and the operational shop floor.
• Management, monitoring and operational correction of Inbound Deliveries; integration of Outbound Delivery processes.
• Analysis of interface, posting, batch and master data errors between SAP S/4HANA, logistics service provider, supplier plants and internal business functions.
• Significant reduction of critical inventory differences between the client and logistics service provider.
• Improved operational management capability in the logistics environment and creation of a common fact base.
• Reduction of recurring error patterns in the areas of Inbound Deliveries, inventory, interfaces, batch/posting logic and service provider processes.

• Development of scalable backend applications with C#/.NET and Java
• Design and implementation of distributed microservice architectures
• Development and integration of REST APIs for industrial applications
• Development of modern web applications with React, Angular, and TypeScript
• Implementation of MQTT-based communication solutions
• Integration of industrial protocols such as OPC UA and Modbus TCP
• Development of batch, process control, and HMI components
• Containerization and deployment of applications with Docker
• Conducting code reviews and supporting architecture decisions
• Close collaboration with Product Owners, QA, and interdisciplinary teams
• Analysis of business requirements and implementation of technical solutions
• Further development of existing software architectures with a focus on maintainability and performance

Technologies: C#, .NET, ASP.NET Core, Java, C++, React, Angular, TypeScript, Vue.JS, MQTT, OPC UA, Modbus TCP, Docker, GitLab, MariaDB, MySQL, Linux

• Goal/Motivation: PAYONE urgently needs a 360° view of its customers. PAYONE has not had an overarching master data strategy so far. It is not possible to identify customers across all relevant systems.

The organization should be enabled to identify customers across all relevant systems. Establishing the basis for master data management at PAYONE

• Challenge: Due to company acquisitions, the system landscape is very heterogeneous. The company is very dynamic and burdened with many system harmonization and integration projects, meaning resource shortages and changes in project priorities repeatedly make this an almost impossible task.

Due to BaFin findings, the project has a central task and role. The initial focus is on migrating all customers, including their AML/KYC data, from the master-data-leading backend systems to Salesforce. This is intended to resolve one of the largest findings and establish the relevant ODD/EDD processes.

In addition, customer data must be harmonized in Salesforce. Some customers were entered multiple times as a result of earlier migrations. The aim is for only one customer record to remain in Salesforce and for the relevant information from the backend systems to show which products the customer uses and in which processing systems they receive Payone services.

Project: ONE Customer

Budget: 1,5 Mio. €

Team: 10/30 employees (full-time/part-time); 4 vendors/providers

Integration: 8 (subsystems/interfaces)

Applications: Salesforce; SAP S4/HANA; in-house developments

Tools: MS Office; Jira, Confluence, Sharepoint

Methods: Hands-on; Agile (SAFe); Prince2

• Develop custom AI agents delivering 90%+ reduction in manual workload and significant efficiency gains
• Provide end-to-end AI strategy consulting: from digital assessment to implementation and change management
• Design and deliver tailored training programs and workshops on AI adoption, prompt engineering, and automation
• Support clients in implementing scalable AI solutions integrated with existing technology stacks
• Focus areas: AI strategy, automation, workflow optimization, and capability building