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Project references (extract)

Project: Process Optimization and Automation

Goal:

To make existing processes more transparent, efficient, and standardized, and to reduce manual tasks through digital workflows.

Systems/Tools

Microsoft 365, Power Platform (Power Automate, Power Apps, Dataverse), Co-Pilot, SAP Business Objects

Industry

Globally operating corporation in the banking sector - financial services

Scope

As part of a project with a globally operating banking group, the focus was on optimizing and automating operational business processes. Particular emphasis was placed on processes in customer service and on the introduction and further development of a document management system based on Microsoft SharePoint.

  • Analysis of existing operational business processes and identification of optimization potentials
  • Recording, structuring and coordinating technical requirements with the involved departments
  • Design of digital workflows for the standardisation and automation of recurring tasks
  • Support in the implementation of a document management system based on Microsoft SharePoint
  • Establishment of structured process and status logics for document and approval processes
  • Implementation and further development of automations with Microsoft Power Automate
  • Use of Microsoft Lists and SharePoint for the structured management of process data and document information
  • Development of approval, review and processing processes with clear responsibilities and traceable process steps
  • Coordination between departments, IT and other stakeholders
  • Accompaniment of tests, error analyses and optimisations during implementation

Various projects for german SME's

Goal:

Business processes optimization, design of IT infrastructure, increasing efficinecy


Systems/Tools

various

Scope

Consulting, project mangement, trainings


  • Consulting, configuration, execution and training coordination for ERP system Odoo
  • Office 365 (SharePoint, MS Teams, OneDrive, Exchange)
  • Microsoft Power Platform (Power Apps, Power Automation, Power BI, Dynamics 365)
  • Design, creation and launch of websites and web shops based on WordPress, WooCommerce, Elementor Pro and Figma and CANVA
  • VPS-configuration and administration (Linux), DNS/Domain management, SSL-certificates


Project: RADAR

Goal:

Proof of Concept (PoC) and implementation of price management and information management software 

Systems/Tools

Radar Base, Dashboard, Live; JIRA, MS-Teams, Sharepoint

Scope

approx. 30 project members; budget: approx. 1 Mio. Euro

  • Project management and coordination for selection of the vendor, conception and implementation
  • Professional and technical contract design, preparation of SLAs, NDAs and other relevant content in collaboration with internal and external lawyers of both parties
  • Preparation and execution of kick-off, workshops for pricing strategy, coordintion of the teams for pricing and risk calculation models, planning and design of reports with cross-departmental participants and external providers
  • Budget calculation and responsibility
  • Coordination and execution of meetings of the project committees​
  • Reporting on project status to internal and external stakeholders

Project: Implementation Ressources-Management System / Parking spots management

Goal:

Proof of Concept (PoC) and implementation of Parking spots mangement solution


Systems/Tools

vysoft PSM; Sharepoint; JIRA, MS-Teams

Scope

approx. 10 project members; budget: approx. 60 TEUR

  • Project management and coordination for tendering, selection, conception and implementation
  • Involvement and coordination with the works council​
  • Requirements analysis for internal and external stakeholders
  • Coordination in the contract design and approval process
  • Concept development for access rights/roles​
  • Connection to the company-wide access system (Legic card)
  • Concept development for use for approx. 800 employees
  • Coordination for the creation of training content based on MS-LMS, implementation of super-user training
  • Coordination and execution of meetings of the project committees​
  • Reporting on the project status to internal and external stakeholders


Project: Start-Up in Fashion Business

Goal:

Rebranding, Proof of Concept (PoC) for deployment of ERP-system and implementation, launch of Web-Shop, Establishment and expansion of production management and effective supply chain management


Systems/Tools

various, u.a. YETIFORCE, Zoho, Bitrix24, SugarCRM

Scope

Company-wide rollout; budget: approx. 60 TEUR


  • Co-Founder, Project management and implementation for the selection and implementation of an ERP system
  • Development of a concept and configuration of identity & access management (IAM)
  • Customizing of the ERP system for business processes
  • Web shop creation and launch based on WordPress, WooCommerce and Elementor Pro
  • Creation of a company-wide wiki for business processes, procedures and training
  • Development and expansion of multi-channel sales and communication possibilities, online and offline shop, Instagram/FB/META / Telegram / WA
  • Development and expansion of production and manufacturing abroad
  • Development and expansion of the supply chain for raw materials
  • Preparation and execution of company-wide rebranding including marketing strategy


Project: Implementation of quality management system ISO 9001:2015

Goal:

Implementation of QMS in postal und customer service center


Systems/Tools

ISO 9001/2015; JIRA, MS-Teams, Sharepoint

Scope

approx. 45 project memebers

  • Project management and coordination for planning, preparation and implementation
  • Recording and optimizing processes in the PDCA cycle
  • Introduction of internal QM circle committee
  • Coordination and support of (re-)certification process
  • Preparation and execution of internal audits
  • Coordination and support of external audits (TÜV RheinLand)
  • Reporting on the project status to internal and external stakeholders


Project: Telematics for car insurance business

Goal:

Proof of Concept (PoC) for deployment of telematics in car insurance business


Systems/Tools

Vodafone; Zoho; JIRA

Scope

approx. 30 core project members of 8 insurance companies, over 300 project members; budget: appprox. 150 TEUR


  • Project management and coordination for tendering, selection and implementation
  • Involvement and coordination with the works council​
  • Coordination in the contract design process,
  • data protection provisions for the testers, NDAs, SLAs with all participating insurance companies and external service providers
  • Concept development for access rights/roles​
  • Preparation, planning, training and implementation of tests using OBD dongle and app
  • Defect management/bug tracking (recording, analysis and handover to 3rd-level support)
  • Coordination and execution of meetings of the project committees​
  • Evaluation, coordination of the results and preparation of the decisionmaking basis
  • Reporting on the project status to internal and external stakeholders


Project: M&A car insurance

Goal:

Consolidation of business processes after M&A, Go-Live


Systems/Tools

various

Scope

Consulting in subproject


  • Recording and analysis of the processes relevant to the sector
  • Preparation and documentation of the processes for tariffs and compliance (BaFin, GDV)