Salesforce Experts in Germany

Advising various companies in the areas of controlling, finance and planning, transformation, business partnering, management reporting and AI-driven forecasting systems

• 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 featuring a unified data model as the company-wide single source of truth
• Consolidation of previously isolated reporting logic into a central semantic model – eliminating redundant files, manual data transfers, and inconsistent metrics between 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; enables 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 concrete recommendations for action
• AI solution architecture: Connecting Business Central and Power BI to LangDock via MCP (Model Context Protocol) for AI-supported data usage
• Creation 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 distribution 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

Independent advisory practice for strategy, organisational transformation, M&A / investor work and AI/data-enabled change.

• Short-term diagnostic and problem-solving mandates: rapid strategic and organisational assessments for leadership teams and Boards, translated into recommendations and transformation roadmaps.
• Organisational redesign and AI governance for an international group of approximately 1,500 employees: structure, mandates, decision rights and interfaces; AI-readiness and data-maturity assessment; vendor evaluation and selection; capability building.
• Design of a centralised Strategy Execution / Results Delivery Office for an industrial client: mandate, governance, portfolio steering, KPI logic, decision forums and implementation roadmap.
• Selected part-time mandate with SPARS GmbH (as a Business Development and Investments Director): developed M&A pipelines, assessed targets for strategic fit and synergy potential, led commercial due-diligence workstreams and investor / partner engagement.

• Supported monthly and annual closing activities
• Checked incoming invoices for formal and factual accuracy
• Posted incoming invoices
• Contact person for internal departments on accounting matters
• Created and maintained vendor master data
• Processed open items
• Took on additional accounting-related special tasks
• Managed the functional mailbox
• Performed payment runs

Training and knowledge transfer – Accounts Payable:

In addition to the tasks above, I was responsible for training and transferring knowledge to 8 employees of an external service provider in India who took over the accounts payable activities:

• Conducted structured training and practical guidance throughout the accounts payable process
• Trained employees in checking and posting incoming invoices, including formal and factual checks
• Taught vendor master data maintenance, open-item processing and payment runs
• Trained employees in using the functional mailbox and communicating effectively with internal departments
• Explained accounting procedures, controls and company-specific accounts payable requirements
• Conducted “Training on the Job” using practical posting cases and real business transactions
• Supported the team in independently carrying out accounts payable processes and resolving accounting questions
• Checked the quality and accuracy of work results and provided continuous feedback and coaching
• Supported the transfer of accounts payable processes to the external service provider and ensured structured knowledge transfer and an orderly handover
• Supported a smooth transition by documenting processes, clarifying responsibilities and ensuring consistent application of accounting requirements

Software: JDE, ELO, SAP Concur

• Industry: Insurance, Trade, IT
• Customers & Projects: Consulting and selling insurance and similar services
• Main tasks: Insurance consulting (health insurance, retirement planning, wealth building); commercial services, inside and field sales; sales data analysis and forecasting; customer consulting and support; opening a new sales headquarters for private and business customers; business development & innovation management; business use case development; process optimization; stakeholder management; team leadership and training; preparation and delivery of trainings;
• Technologies used: Microsoft Office 365, Microsoft Teams, Jira, Draw.IO, Camunda 8, Java (8, 17,21,25), Git, Spring Boot, Spring Batch, Spring Data REST, Spring Web, Spring Security, J-Unit, Playwright, Lombock, Vaadin, H2, PostgreSQL (16, 17 18), pgAdmin, Docker, LLMs, JasperSoft Studio, JasperReports

• Product Analytics, Mobile App Tracking & Tracking Governance (B2C Mobility App) – agile project management (Scrum/Kanban)
• Product Ownership for Product Analytics and Mobile App Tracking of the EnBW mobility+ app; gathering, prioritizing, and translating business requirements into actionable concepts and Azure DevOps user stories with acceptance criteria.
• Derivation of tracking requirements when introducing new app features (including Resilient Map), definition of tracking parameters (screens, events, custom definitions), and ensuring privacy-compliant tracking (Firebase, GA4, Adjust) based on the tracking concept.
• Design and adaptation of dashboards and funnel reporting for campaigns (GA4 validation, onboarding and order flow analyses, conversion funnels, charging start flow) to identify drop-off points and optimization potential.
• Management of the technical raw data export (Adjust to BigQuery) and connection to the data warehouse/data lakehouse, including data mapping; collaboration with international development teams, Data Engineering, Marketing/Sales, and Product Management.
• Establishment of standardized tracking architecture, naming conventions, and governance; analysis and expansion of tracking (new features and “blind spots”), test design, handover to testers, and quality assurance and approval before releases; documentation in Conceptboard.

• New development and further development of the existing MS Dynamics CRM

IT systems: Microsoft Dynamics Customer Service, SharePoint, DevOps, SAP IS-U

• CRM implementation / further development
• Taking over from the previous service provider
• Business process analysis
• Agile project organization
• Business analysis / requirements engineering with AI support
• Use of AI in development
• Analysis of master data processes
• CRM customer data management
• Requirements documentation
• Stakeholder management
• Workshop moderation

• 1:1 sales coaching and strategic sparring on the development of the B2B sales strategy and commercial setup for the planned HR services venture
• Development of initial sales foundations, including target customer segmentation, value proposition, sales process, pricing approach and objection handling
• Support in translating the business concept into a scalable sales structure and preparing for future operational implementation

• 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

• Strategic and operational leadership of the technical service organization
• Improvement of all processes and workflows
• Development and introduction of a service management IT tool incl. AI database, customer app, and self-service portal

In-house consulting provider and driver of transformation within the group, multi-stakeholder environment and C-level.

Realignment and stabilization of a cross-functional transformation and scaling program within the group. Sharpening the target picture, priorities, and set of measures, as well as building reliable governance, planning, and steering structures. Structuring roles, responsibilities, and strategic initiatives while including AI and IT automation ideas.

• Designed program realignment and project portfolio management

• Developed strategy model and target picture for IT projects

• Structured portfolio, roadmap, and priorities

• Established governance and regular meetings

• Worked out operating model for flagship projects

• Assessed AI and automation ideas

• Clarified roles and responsibilities

• Implemented change measures

• Developed, moderated, and evaluated workshops

• Transformed 17 initiatives into a steering model

• Increased transparency and decision-making ability

• Strengthened commitment in steering

• Sharpened the operating model structurally

• Integrated three top-5 institutes

• Involved over 80% of stakeholders

• Governance

• Portfolio steering (PPM)

• Change management

• Artificial intelligence

• Workflow automation

• AI use case assessment

• Confluence

• Jira

• Stakeholder management

• Designed and moderated a NIS2 preparation workshop for RAS Reinhardt Maschinenbau GmbH and its IT service provider Catuno GmbH. Together with executive management and IT leadership, the current status was assessed, an initial GAP analysis was conducted and areas for action were prioritized based on ISO 27001.
• Developed an ISO-27001-based regulatory framework (ISMS) for NIS2 compliance, including a structured current/target GAP analysis, targeted improvement of the security maturity level and preparation of the organization for NIS2 audit readiness.

Full management of the recruiting ramp-up in the Semiconductor (semiconductor manufacturing) area, with end-to-end management of all recruiting activities. Operational and strategic recruiting & talent acquisition in the areas of Engineering, Back-Office & Manufacturing in the cleanroom. Filling key positions during a critical ramp-up phase. Recruiting technical professionals and specialists. Close coordination with hiring managers and HR business partners. Optimization of existing processes. Conducting and evaluating interviews together with the specialist department. Salary and contract negotiations.

• Managed the entire recruiting ramp-up in the Semiconductor area (end-to-end)
• Focus: Engineering and high-volume recruiting in production (semiconductors)
• Recruiting technical professionals for Engineering, Back-Office & Manufacturing in the cleanroom
• Stakeholder alignment with hiring managers and HR business partners
• Building new and optimizing existing processes

Tools: SAP SuccessFactors, MS-Office, MS-Teams