Salesforce Experts in Germany

• 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

• 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

• 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.

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

The Base Services of DB InfraGO form a central data hub between the company’s IT systems. Common Data Services are developed that distribute data from source systems to a variety of downstream systems (via JMS) and make them available (via REST API). The existing service landscape based on TIBCO is being migrated to DB InfraGO’s cloud-native platform.

• Architecture design and implementation for performance-optimized bulk data processing of several million datasets at specific times during the day
• Technical specification and documentation of business requirements
• Integration of various subsystems (including SAP and Salesforce) through the reimplementation of more than 40 microservices based on Spring Boot
• Migration of TIBCO Based microservices from the Enterprise Integration Platform to the Cloud Native Platform using Spring-Boot
• Establishment of a deployment pipeline using GitLab CI/CD, Artifactory, and automated deployment to a Kubernetes environment with the help of ArgoCD
• Definition and implementation of automated unit, integration, and regression tests

Team Size: 9

Technologies/Tools: Java, Spring Boot, ActiveMQ(JMS), JUnit, Tibco Business Works, Gitlab (CI/CD), Kubernetes (Amazon AWS), ArgoCD, postgreSQL, Oracle, Postman, Hoppscotch, openAPI, Sonarqube

• End-to-end analysis and optimization of existing processes in campaign management, contract management and district heating construction/construction coordination
• Development of automated contract management and transformation scenarios, including software selection and integration
• Analysis of ERP, chat, RCS messaging, consent management and tracking
• Preparation of recommendations, decision proposals and presentations for the executive board
• Use of AI for process optimization
• Tools: Apple Office, Microsoft 365, Teams, Claude, ChatGPT

• Stabilization of Customer Service, logistics and order processing during a transformation phase
• Management of the international warehouse relocation from Switzerland to Germany
• Optimization of processes and reduction of manual work steps in day-to-day operations
• Coordination of international stakeholders to ensure the timely implementation of strategic projects

• Goal: Development and optimization of loyalty and CRM measures for a leading e-commerce platform
• Solution: Identification of promising users, increase in engagement, and long-term retention to drive revenue growth
• Definition of local CRM direct communication for specific segments
• Translation of research insights into actionable recommendations
• Planning and implementation of CRM campaigns in close collaboration with marketing and product teams
• Identification of optimization potential in direct communication
• Collaboration with external agencies on creative solutions, prototyping, and UAT
• Measurement and reporting of key KPIs

• Objective/Motivation: PAYONE urgently needs a 360° view of its customers. So far, PAYONE has had no company-wide master data strategy. It is not possible to identify customers across all relevant systems.

The organization is to 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 highly dynamic and burdened with many system harmonization and integration projects, meaning that resource bottlenecks and changes in project priorities repeatedly create an almost impossible task.

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

In addition, customer data must be harmonized in Salesforce. Previous migrations resulted in duplicate customer records in some cases. The aim is therefore to maintain only one customer in Salesforce and, using the relevant information from the backend systems, also be able to identify which products the customer uses and in which processing systems the customer obtains PAYONE services.

Project: ONE Customer

Budget: €1.5 million

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

AI telephone assistant platform

Claude Code, Google AI Studio, Python, LLM / Voice-AI, PostgreSQL

• Conception and hands-on development of an AI-supported telephone assistant platform (voice AI / LLM) – from idea and architecture to MVP/product.
• Built agentic workflows and full automations with Claude Code and Google AI Studio.
• Also delivered AI-supported work in client engagements: used Claude Code for governance documentation, requirement drafts, and automations.