Jurek M.

Lecturer

Berlin, Germany

Experience

Oct 2022 - Present
3 years
Berlin, Germany

Lecturer

Hochschule für Wirtschaft und Recht Berlin (HWR)

  • Lecturer for the course 'Digitalization in Business' in the Dual Study program for insurance.
Aug 2022 - Present
3 years 2 months

Process Management Design and Optimization

Kreditbank

  • Built the entire process landscape and designed a holistic process management system.
  • Developed a company-wide guideline for process management and modeling conventions, considering the internal control system (ICS) and IT security and data privacy.
  • Designed and built the full process map for the bank, covering control, core, and support processes.
  • Analyzed and modeled processes using BPMN 2.0 with Signavio (part of the documented standard).
  • Led and participated in various meetings and workshops (e.g., status meetings and process workshops).
  • Documented processes in credit cards, loan application processing, and other areas.
  • Role: Project Manager and Business Analyst.
  • Technology: Signavio, Confluence, JIRA.
  • Methods: Process management, process analysis, process modeling (BPMN 2.0).
Dec 2021 - Jul 2022
8 months

Built an Automation Initiative (Center of Excellence)

E-Commerce

  • Strategic project management to set up a global automation department within the company.
  • Defined and developed project objectives using the OKR method.
  • Created and led communication workshops to build a communication strategy.
  • Ran process discovery workshops to identify and evaluate automation candidates, including business case analysis.
  • Developed a dynamic process backlog with prioritization logic for operational process management.
  • Led and joined various meetings (status meetings, operational meetings, planning, retro, daily).
  • Role: Strategic Project Manager.
  • Technology: Robotic Process Automation (RPA), Business Intelligence, MS PowerPlatform.
  • Methods: Strategy, agile project management (SCRUM), stakeholder analysis, change impact analysis.
Dec 2021 - May 2022
6 months

Process Automation Implementation

Various Companies (Real Estate, University, E-Commerce)

  • Analyzed and supported the implementation of identified process automation cases.
  • Assessed processes for automation potential.
  • Redesigned processes with business units (especially finance, HR), modeled in BPMN 2.0.
  • Created To-Be process concept in the process document (PDD) for handoff to development.
  • Coordinated with stakeholders and developers (status reports, risk tracking, etc.).
  • Role: Project Lead and Business Analyst.
  • Technology: Robotic Process Automation (RPA) - UiPath, iPaaS, MS PowerPlatform.
  • Methods: Business analysis, project management, process modeling with BPMN 2.0.
Oct 2021 - Dec 2021
3 months

Process Automation Strategy

E-Commerce Company

  • Held workshop series to identify automation potentials and build a process backlog.
  • Planned and ran workshops with the finance department.
  • Identified and evaluated automation candidates.
  • Calculated business cases and created a prioritized roadmap.
  • Role: Business Analyst.
  • Technology: Robotic Process Automation (RPA), Business Intelligence.
  • Methods: Business analysis, workshops.
Mar 2021 - Nov 2021
9 months
Germany

HR Planning Strategy for Digital Transformation

Infrastructure Group

  • Created a modeling tool to calculate nationwide staffing needs.
  • Coordinated subprojects and stakeholders.
  • Analyzed stakeholder requirements and drafted the model design.
  • Developed the Excel model (database setup, calculation logic, interactive dashboard).
  • Prepared project documents and presentations for senior management and steering committee.
  • Role: Project Manager and Business Analyst.
  • Technology: Business Intelligence, Data Analytics, Excel, PowerPoint.
  • Methods: Project management, business analysis, workshops.
Jan 2021 - Present
4 years 9 months

Consultant, Self-employed

Jurek Digitale Prozesse®

  • Advised clients on digital transformation with a focus on process optimization, digitization, and automation.
Oct 2020 - Dec 2020
3 months

Strategy for Risk and Reporting Process Optimization and Automation

International Global Bank

  • Strategically analyzed processes and reports across the risk area, focusing on credit risk to find efficiency and automation opportunities.
  • Led workshops and interviews with stakeholders.
  • Analyzed data for efficiency potentials and cost-benefit, built a backlog of candidates.
  • Calculated business cases and created an implementation roadmap.
  • Prepared project materials and presentations for senior management.
  • Role: Project Manager and Business Analyst.
  • Technology: Business Intelligence, Data Analytics, JIRA, Confluence.
  • Methods: Agile project management (SCRUM), process optimization, business analysis, workshops.
Jul 2020 - Sep 2020
3 months

Process Digitization Strategy

Insurance Company (Life Insurance)

  • Conducted strategic potential analysis for digitization and automation, identifying cost-saving opportunities in life insurance.
  • Interviewed relevant departments to document current processes, e.g., application, policy, and claims processes for retirement products.
  • Assessed digital and efficiency gains against cost-benefit.
  • Calculated business cases and created a roadmap for identified potentials.
  • Prepared project documents and presentations for the board.
  • Role: Lead (subproject lead and business analyst).
  • Technology: Robotic Process Automation (RPA), Artificial Intelligence (AI), chatbots, natural language processing, text analytics, digital application portal, voice biometrics, optical character recognition (OCR), online portal.
  • Methods: Project management, process optimization, business analysis, workshops.
Jun 2020 - Jun 2020
1 month

Workshop on Digitalization Strategy

Deutsche Development Bank

  • Developed a workshop series to show the bank specific digitalization approaches, especially for credit process optimization.
  • Performed business analysis on using digital technologies to improve efficiency.
  • Designed an initial workshop for the board and a roadmap for follow-up workshops.
  • Role: Business Analyst.
  • Technology: Cloud, new work and remote working, intelligent automation (RPA & AI), chatbots.
  • Methods: Business analysis, workshops.
Mar 2020 - Mar 2020
1 month

RPA Implementation Optimization

Robo Advisor

  • Assessed RPA setup, robot control, code review to find errors and propose solutions for stable runs.
  • Conducted stakeholder interviews.
  • Analyzed process bottlenecks.
  • Identified action areas to stabilize the RPA setup.
  • Created a roadmap for actions and presented results to the board.
  • Role: Project Lead.
  • Technology: Robotic Process Automation (RPA) – UiPath.
  • Methods: Project management, business analysis, process optimization.
Jan 2020 - Apr 2020
4 months

Digitalization Strategy for NLP & Text Analytics

Insurance Group

  • Developed a strategy including potential analysis for applying NLP and text analytics to boost efficiency and customer satisfaction.
  • Ran design and ideation workshops with departments (e.g., life, health, sales) to find NLP and text analytics use cases.
  • Tracked project status and reported to management.
  • Analyzed and evaluated use cases for feasibility and cost-benefit.
  • Created a roadmap for top use cases and set up required skills and technologies in the group.
  • Role: Project Manager and Business Analyst.
  • Technology: Natural Language Processing (NLP), text analytics, optical character recognition (OCR), artificial intelligence (AI), robotic process automation (RPA), Confluence.
  • Methods: Agile project management (SCRUM), process optimization, business analysis, workshops.
Oct 2019 - Oct 2019
1 month

RPA Training and Coaching

Various Clients (Automotive, IT Services)

  • Delivered training and coaching on RPA software (UiPath).
  • Advanced 3-day group trainings on RPA and UiPath in companies, including bot programming, coding standards and best practices, and UiPath Orchestrator integration.
  • One-on-one and group coaching for bot development.
  • Role: Trainer and Coach.
  • Technology: Robotic Process Automation (RPA) - UiPath.
  • Methods: Training, coaching.
Sep 2019 - Dec 2019
4 months

Process Documentation and ICS

Insurance Group

  • Documented processes across the group, including risks and controls according to the internal control system (ICS).
  • Led process workshops with process owners to record processes, controls, and risks under ICS, especially for life insurance and underwriting.
  • Modeled processes in BPMN 2.0 with ADONIS.
  • Tracked and reported status to the PMO of the overall project.
  • Role: Process Analyst.
  • Technology: ADONIS.
  • Methods: Workshops, process analysis, process modeling (BPMN 2.0).
Jul 2019 - Jul 2019
1 month

RPA Training and Coaching

Various Clients (Automotive, IT Services)

  • Delivered training and coaching on RPA software (UiPath).
  • Advanced 3-day group trainings on RPA and UiPath in companies, including bot programming, coding standards and best practices, and UiPath Orchestrator integration.
  • One-on-one and group coaching for bot development.
  • Role: Trainer and Coach.
  • Technology: Robotic Process Automation (RPA) - UiPath.
  • Methods: Training, coaching.
Dec 2018 - Jul 2019
8 months

Process Automation Implementation (RPA & AI)

Online Broker

  • Designed, implemented, and developed automated processes with OCR and AI components as part of an insourcing project (RPA).
  • Conducted process analyses with business units to identify and model processes in BPMN 2.0.
  • Developed and programmed robots with OCR and AI.
  • Coached the client on independent programming.
  • Managed testing and go-live, and documented robot code (PDD and SDD).
  • Tracked project status and budget, estimated efforts (PTs), led additional developers, and reported status and risks to project leadership.
  • Role: Subproject Lead.
  • Technology: Robotic Process Automation (RPA) - UiPath, Optical Character Recognition (OCR) - Abbyy, Artificial Intelligence (AI) - machine learning and computer vision, MS Access.
  • Methods: Coaching, business analysis, project management, test management, process modeling (BPMN 2.0).
Sep 2018 - Oct 2018
2 months

Market Study on Voice Biometrics, Chatbots, and Voicebots

Direct Bank

  • Created an international market study and analysis on chatbots, voicebots, and voice biometrics.
  • Researched global use of voice biometrics and chatbots in financial institutions.
  • Developed user personas to identify target groups for technologies.
  • Analyzed data and prepared a presentation for the board.
  • Role: Business Analyst.
  • Technology: Voice biometrics, chatbots, voicebots, digital assistants.
  • Methods: Business analysis.
May 2018 - Aug 2018
4 months

GDPR Implementation

Real Estate and Pfandbrief Bank

  • Implemented GDPR requirements at a credit bank.
  • Documented procedure directories.
  • Created a data flow diagram.
  • Analyzed and updated processes.
  • Ran workshops with business and IT.
  • Role: Business Analyst.
  • Technology: BIC Process Design, MS Visio.
  • Methods: Process analysis, business analysis, workshops.
Apr 2018 - Dec 2020
2 years 9 months

Senior Consultant

Deloitte Consulting

  • Advised banks and insurance companies on digital transformation of business and operating models from strategy to implementation.
Aug 2017 - Mar 2018
8 months

Project Staff

Deutsche Kreditbank AG

  • Project member for implementing a company-wide process management tool (Signavio) to adopt the documented standard (SfO).
  • Replaced the old system and modeled processes in BPMN 2.0 considering ICS.
  • Ensured process diagram quality.
  • Built a knowledge database (corporate wiki) and product catalog.
  • Configured the new SfO portal in Signavio.
  • Technology: Signavio, Confluence.
  • Methods: Process modeling (BPMN 2.0).
Feb 2017 - Jun 2017
5 months

Intern (Project)

Deloitte Consulting

  • Supported a finance consulting project to migrate international and German accounting standards (HGB and IFRS) in SAP BA/AFI for a Landesbank client.
  • Designed test case matrix and ran test cases for SAP-AFI function testing.
  • Documented test cases in HP ALM.
  • Created an Excel VBA tool for mass data reconciliation between SAP AFI and SAP NewGL.
  • Prepared and ran client workshops to present results.
  • Role: Project Staff.
  • Technology: HP ALM, Excel VBA, SAP Bank Analyzer, SAP AFI.
  • Methods: Test management, workshops.
Nov 2013 - Mar 2014
5 months

Data Migration in Post Merger Integration (PMI)

International Bank Group

  • Migrated private bank customer data in an integration project (PMI).
  • Reviewed investment advisory and asset management contracts.
  • Coordinated interfaces, maintained databases, and communicated with stakeholders.
  • Role: Project Staff.
  • Technology: MS Access.
  • Methods: Project management.
Jun 2012 - Sep 2016
4 years 4 months

Various Departments and Projects

Deutsche Bank AG

  • Worked in complaint management, branch operations, and as project staff on various projects.
Jun 2012 - Dec 2012
7 months
Germany

Regulatory Requirement Implementation (WpHG)

International Bank Group

  • Managed and coordinated projects to implement regulatory requirements in securities (WpHG, AnsFuG).
  • Organized and coordinated cross-departmental projects.
  • Planned training concepts for over 800 staff across Germany.
  • Prepared steering committee materials and other project documents like plans, process and project documentation.
  • Role: Project Staff.
  • Technology: MS Excel, MS PowerPoint.
  • Methods: PMO project management.
Aug 2010 - Jun 2012
1 year 11 months
Berlin, Germany

Bank Clerk Apprenticeship

Berliner Bank, branch of Deutsche Bank PGK AG

  • Comprehensive training in payments, loans, investments, and retirement planning.

Summary

My consulting focus is on digital transformation with an emphasis on process digitization in banks and insurance companies. I specialize in managing, optimizing, and automating processes.

Languages

German
Native
English
Advanced

Education

Oct 2014 - Jun 2018

Hochschule für Wirtschaft und Recht Berlin

Bachelor of Arts, Banking and Finance · Business Administration · Berlin, Germany

Aug 2010 - Jun 2012

Berliner Bank, branch of Deutsche Bank PGK AG

Bank Clerk · Berlin, Germany

Certifications & licenses

ITIL 4 Classic and Agile

Lean Six Sigma – Yellow Belt

Scrum Master (PSM I)

UiPath Business Analyst

Need a freelancer? Find your match in seconds.
Try FRATCH GPT
More actions