Peter Truss

IT Auditing – Budget: none, staff responsibility: none.

Audit of SAP S/4-Hana projects at various DAX corporations and medium-sized companies in Germany.

Audit according to IDW PS 330 "Financial statement audit using information technology."

Audit according to IDW PS 982 "Principles for proper auditing of the internal control system of internal and external reporting."

Audit according to IDW PS 850 "Project-based audit using information technology."

Audit according to IDW RS-FAIT-1 "Principles of proper accounting using information technology."

Sole responsibility for audits including audit reports.

Audit of multiple S/4-HANA projects.

Audit of project management.

Audit of complexity and project risks.

Audit of reporting and project documentation procedures.

Audit of appropriate reporting regulations.

Audit of suitable criteria for reporting obligations.

Audit of timing intervals for each project milestone.

Audit of information and communication channels.

Audit of documentation of project results.

Audit of decision-making processes and their documentation.

Audit of project phases:

Planning phase:

Audit of project goals against IT strategy.

Audit of an approved project plan.

Audit of the project plan for clear objectives.

Audit of roles and responsibilities of project participants.

Audit of all relevant project activities.

Audit of framework conditions such as project manual, project charter, and project organization.

Definition phase:

Audit of requirement specifications focusing on:

Audit of proper analysis of business processes and control system.

Audit of main functions, tasks, and controls.

Audit of requirements defined by the business units.

Audit of necessary controls, organizational safeguards, and coordination options.

Audit of procedural documentation for traceability of the accounting process.

Analysis phase:

Audit of the selection process for hardware and SAP under compliance, security, control, reporting, and documentation guidelines.

Implementation phase:

Audit of authorization concept.

Audit of internal control and reconciliation procedures.

Audit of reconciliation, approval, and adjustment of interfaces.

Audit of controls over business processes via sampling.

Test phase:

Audit of test planning, preparation, and execution based on project requirements.

Audit of test documentation.

Audit of test results.

Audit of test approval.

Data migration phase:

Audit of data structures and formats in old and new SAP systems for accuracy and completeness.

Audit of cut-over management and results, including documentation.

Audit of functional testing and documentation.

Go-live phase:

Audit of acceptance statement.

Audit of production go-live.

Audit of acceptance documentation.

CRM project management (SAP ERP 6.0) for maintenance with modules FI, CO, MM, PM – Budget: 150,000 EUR, staff responsibility: 10 employees.

Selection and evaluation of a CRM system and creation of RFI, RFQ & RFP.

Successful project delivery and IT budget savings of approx. 10%.

Development of 1 employee through know-how transfer and coaching.

IT project management for network glossary (SharePoint) – Budget: 50,000 EUR, staff responsibility: 5 employees.

Introduction of a SharePoint application for standard documentation and guidelines.

Implementation of an authorization concept for the network glossary on SharePoint.

IT budget savings of approx. 15% and development of 3 employees.

SAP project management of a feasibility study (ERP 6.0) for maintenance (PM) – Budget: 80,000 EUR, staff responsibility: 6 employees.

Analysis of a feasibility study for maintenance.

Project result: migration to ERP 6.0 and IT budget savings of approx. 15%.

Development of 3 employees through know-how transfer and coaching.

IT project management – Budget: 70,000 EUR, staff responsibility: 5 employees.

MS project management for the standardization of contract management.

Implementation of an authorization concept on MS document libraries.

Successful integration of all maintenance contracts on an MS platform.

IT process management – Budget: 50,000 EUR, staff responsibility: 8 employees.

Process management for data processing workflows.

Development and evaluation of best-practice process models.

Modification of the authorization concept.

IT budget savings of approx. 15%.

IT project management – Budget: 80,000 EUR, staff responsibility: 8 employees.

Introduction of a requirements management (AFM) for planning, construction, and operation of IT for electricity and gas distribution networks.

Setup, management, and leadership of an AFM in the SAP area, including steering committees up to board level.

Creating standard service requests (RFI, RFQ, RFP).

IT budget savings of approx. 10%.