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
Summary
Senior Business Analyst und Projektmanager mit mehr als 15 Jahren Erfahrung in der Finanzdienstleistungsbranche. Spezialisiert auf Anforderungsanalyse, Digitalisierung von Geschäftsprozessen und die Umsetzung regulatorischer Vorgaben. Joachim Auster begleitet Projekte von der ersten Konzeptphase bis zur erfolgreichen Betriebseinführung und gewährleistet dabei eine nahtlose Umsetzung.
Languages
Education
FH Schmalkalden
Finanzfachwirt · Germany
IHK Frankfurt/Main
Datenverarbeitungskaufmann · Germany
Certifications & licenses
Product Owner
Scrum
Scrum Master
Scrum
Certified Tester CTFL
ISTQB
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