Joachim (B.) Auster
Project Manager HubSpot, Tracking + Analytics Expert
Experience
Project Manager HubSpot, Tracking + Analytics Expert
Schweizer Post CH
- Creating tracking concept for Google-Tag Manager, Google-Analytics including Data-Layer, Events, Trigger and Reporting
- Project team management (developers, designers, performance)
- Communication interface between stakeholders and digital departments
Digital Business Analyst
Bank
Project: Hardware to Software Token Migration for Bank Customers
- Market comparison of providers for Mobile Authentication
- Creation of as-is analysis based on customer and change management requirements for software token
- Detailed business analysis considering market software tokens meeting customer and change management requirements
- Comprehensive technical and functional documentation
- Implementation concept with Transmit Security
- Concept for transaction unification in 4 risk levels (PSD2)
- Matrix with use cases, UML charts and user flow charts for login variants, transaction signing variants, device binding variants
Tools: Transmit Security, Vasco/OneSpan, Digipass, WebID, Jira, Figma
Result: Goal was to reduce onboarding time from 2-3 days to 10-15 minutes. Project was terminated before completion due to bank's decision to discontinue private customer business in Germany
Excel Expert, Business Analyst
Solar Company
Project: Excel tool for invoice verification/controlling of solar plants
- Conception, development and implementation of Excel application for consolidated controlling of solar plants in Germany and Italy
- Development of billing processes and verification methods
- Creation of masks for input, master data and control board
- Validation of energy quantities, billing and cash flows with deviations
- Consideration of different tariffs and legal bases
- Creation of reports, individual per solar plant and as total report
Result: Reduction of monthly controlling effort for solar plant billing from 40h to 1h
Business Analyst
Bank
Project: Core Banking System Migration - Claims Department
- Creation of functional concept for replacing existing software (Bank 21, Abit Claims Management, Abit Dunning)
- Analysis, restructuring and completion of requirements
- Use case creation with UML charts
- Requirements creation for Claims department in Confluence
- Technical and methodical contact for software testing
- Creation of test case matrix
- Claims sub-project management representation
- Knowledge transfer to internal employees
Tools: Jira, Confluence
Result: Project was terminated as selected provider could not meet agreed expectations
Test Manager and Release Manager
Bank
Project: New Credit Card Launch
- Test management coordination and UAT communication between service provider and bank
- Management of comprehensive defect list for UAT and production
- Process and structural improvements in communication and documentation
- Implementation of status and defect calls
- Release coordination between service provider and bank
- Internal alignment with RFCs, CRs, issues and incidents
- Establishment of release documentation
- Process improvements in collections area
- Member of Joint Steering Group and Production Taskforce
Tools: Jira
Result: Project was terminated as selected payment processing provider could not meet agreed expectations
Digital Business Analyst
Online Broker Bank
Project: Website Relaunch with Investment Tool
- Requirements creation based on Jira content (EPICs, User Stories, Issues and Backlog)
- Bug testing on responsive devices
- Regression and user acceptance testing
- Operations manual creation
- Production deployment preparation
Tools: Jira
Result: New website successfully launched end of December
Business Analyst
Bank
Project: Digital Account Opening with Video Identification
- Creation of Business Requirements Description (BRD)
- Analysis and integration of existing bank systems and processes
- Integration of WebID Solutions video identification
- Process chain development with requirements
- Management of open points list
- Product matrix creation with deployment plan
- Test case matrix development and coordination
- Operations manual creation
- Production deployment preparation
- Single point of contact between departments, IT and service providers
Tools: WebID, HP ALM, MS Excel, MS Sharepoint, Confluence, Jira
Result: Successfully reduced onboarding time from 3 working days to 10-15 minutes with WebID video identification implementation
Business Analyst
Bank
Project: SLA Establishment, IT Governance & Compliance Management
- SLA establishment focusing on horizontal customer process view
- Roadmap development for SLA implementation
- Requirements creation and analysis of relevant processes
- Analysis of route measurement tools and evaluation tools
- Communication interface between governance area and application owners
- Tracking of governance, compliance topics and audit issues
- Application management coordination with PlanningIT tool
- Functional landscapes maintenance with enterprise and solution architects
Tools: Jira
Result: Project discontinued after 12 months due to department head change
Business Analyst
Bank
Project: French Financial Transaction Tax & Delta Correction
- Creation of functional concept for FFTT Phase I and IV
- Meetings with tax experts for product matrix creation
- Product matrix development for FFTT-relevant transactions
- Open points list management
- Test case matrix development
- FFTT publication analysis and filing
- Production implementation for FFTT reporting
- Communication interface between departments, IT, service providers and customers
- Italian Financial Transaction Tax (IFTT) publication analysis
- Test management for capital gains tax delta correction
- 2013 Annual Tax Act - preparation for UCITS IV and corporate actions
Result: First FFTT report to France successfully delivered within record time of 4 months
Business Analyst
Bank
Project: Capital Gains Tax - Annual Tax Certificate
- Test case matrix development
- Mapping between different revenue and transaction types
- Testing of annual tax certificates focusing on business customers
- Creation of work templates with corresponding revenue types
- Access database creation for certificate batch control
- Excel tools development for faster test case verification
- Open points list management
- Data analysis for selections
- Test procedure description creation
- Automated plausibility check development
- HP Quality Center ticket recording
- Department support during Dresdner Bank/Commerzbank merger
Result: Annual tax statements for capital gains tax successfully delivered in 2010 and 2011