Philipp Scholl
Product Owner / Business Analyst
Prozessmanager – M365 Dynamics CE / CJI Marketing
Ecclesia Holding GmbH
Industry: Insurance – Insurance Broker
As part of the rollout of Microsoft Dynamics 365 Customer Engagement and Customer Insights – Journeys, the marketing and sales department faced the challenge of completely rethinking existing processes.
The goal was to enable a consistent customer approach across the entire customer journey while aligning business requirements and technical constraints.
A key focus was how and when customers could be automatically addressed with relevant marketing content.
Responsible for analyzing, structuring, and optimizing all marketing processes as part of the Microsoft Dynamics 365 rollout.
Ran interdisciplinary workshops with marketing, sales, and IT on scenarios like event management, newsletter dispatch, and customer communication for contract renewals.
Developed process models based on use cases with technical triggers and manual launches.
Modeled the processes in BPMN and coordinated with all involved interfaces.
Technically mapped the customer journeys in Dynamics 365 Customer Insights for automated marketing actions.
Ensured measurability by generating and processing leads for the sales team.
Created comprehensive documentation in Confluence and decision templates for management.
Business Analyst – Versicherer-Schnittstellen
Ecclesia Holding GmbH
Industry: Insurance – Insurance Broker
Due to the growing importance of APIs and interfaces with insurers, capacity had to be expanded.
Analyzed and documented insurer requirements after annual meetings on digital cooperation with brokers.
Specified general requirements for generic interfaces and specific requirements for external service providers.
Prepared functional designs and reviewed them in technical interviews with fellow product owners.
Collected feedback and incorporated it into the designs.
Created BPMN processes, detailed Confluence documentation, and management presentations.
Derived epics and user stories from functional designs and assigned them during refinement based on developers’ strengths.
Handed over tickets to testing teams and coordinated bug-fix planning and test approvals.
Business Analyst – M365 Dynamics Customer Service
Ecclesia Holding GmbH
Industry: Insurance – Insurance Broker
The goal was to establish central input and output management and evaluate Dynamics 365 Customer Service versus Jira Service Management.
Conducted a detailed evaluation of the technical capabilities of the M365 Dynamics Customer Service system.
Organized the results into concise, easy-to-understand sections for technical colleagues.
Set up a test environment and prepared and executed initial use cases.
Produced comprehensive documentation of all analysis results, tests, and findings.
Regularly informed and involved key stakeholders in decision-making.
Prepared in-depth management presentations for leadership and stakeholders to showcase the benefits of Dynamics 365 Customer Service.
Business Analyst – M365 Dynamics CRM
Ecclesia Holding GmbH
Industry: Insurance – Insurance Broker
Supported the major overhaul of the system landscape and addressed gaps in project management and communication.
Provided templates and standards for stakeholders and project team members.
Introduced SCRUM methodology for efficient goal work.
Conducted requirements analysis across multiple departments and prepared it for a steering committee.
Supported the technical implementation of business requirements by the product owner.
Developed a communication plan, acted as a liaison, and held trainings to increase adoption.
Developed and implemented a project controlling concept and created management templates.
Product Owner – Versicherer-Schnittstellen
Ecclesia Holding GmbH
Industry: Insurance – Insurance Broker
Needed product owner capacity for API/interfaces due to increased focus and complexity.
Collected and documented requirements from annual meetings between brokers and insurers.
Created general and specific requirements for external service providers.
Developed functional designs and peer-reviewed them in technical interviews with other product owners.
Incorporated change requests and created BPMN processes, Confluence documentation, and management presentations.
Derived epics and stories from functional designs and distributed them in refinement.
Assigned and handed over tickets to testing teams and planned and approved bug-fix tests.
Technical Product Owner / Requirements Engineer – Entertainment Online Services
Automotive
Industry: Automotive
Supported a traditional German company after restructuring in the online services area.
Handled requirements engineering based on stakeholder needs and market studies.
Designed and drafted new services as MVPs for vehicles.
Presented, explained, and got solutions approved by stakeholders and decision makers.
Collaborated in quality processes and aligned with staff departments and stakeholders.
Focused on customer journey, customer value, and data privacy/protection.
Created mock-ups, sagas, epics, and stories together with international dev teams.
Defined KPIs and implemented them in appropriate tools for performance tracking.
Supported test case drafting, end-to-end test models, standard test apps, and test strategy.
IT-Asset und Outsourcing Owner – Ownership für Baufinanzierungstools und Partnerships
ING Deutschland GmbH
Industry: Banking
High workload in the IT asset regulation and compliance squad, needed a generalist and knowledge holder.
Asset Owner:
Guided a new real estate valuation tool integration into eight external financial service platforms.
Created synergies between the bank and financial service providers with standardized valuations.
Launched a new sales platform for 5,000 partners including technical topics, migration and training planning, and regulatory processes.
Ensured compliance by creating evidence, permission concepts, and follow-up on irregularities.
Outsourcing Owner:
Held service control boards with vendors.
Performed SLA checks and implemented SLA monitoring.
Negotiated prices in day-to-day operations due to ongoing inflation.
Conducted outsourcing audits, reviews, and prepared audit documents.
Business Analyst / Product Owner – Kundenportale für B2B-Endkunden
Ecclesia Holding GmbH
Industry: Insurance – Insurance Broker
Rewrote a SaaS solution for large, small, and medium customers to standardize and add flexibility.
Ran multiple workshops to identify missing or improvable features.
Defined theme areas by the product owner for use in appropriate functions.
Developed the first roadmap for the MVP and subsequent versions, including a timeline.
Led steering committee meetings on current development status, roadmap planning, and sales topics.
Continuously gathered customer feedback and integrated it into user stories in the Jira project.
Optimized existing BPMN processes for internal service and consultants.
Developed and collaborated in a small team on an open API solution for data integration and external claims reporting via app.
Developed and executed a sales plan for existing customers shortly before MVP completion.
(Lead)-Consultant – Vertrieb und Beratung im Bereich der digitalen Kundenportale für B2B-Endkunden
Ecclesia Holding GmbH
Industry: Insurance – Insurance Broker
Sold and advised on digital customer portals for large, medium, and small companies in claims and contract management.
Initiated and executed internal projects to future-proof the company.
Translated customer feedback into technical requirements.
Actively marketed, networked, and sold the IT product ecconnect.
Created presentation materials, promotional website, and sales/rollout process.
Developed consultant software to support consultants.
Conducted external and internal training and provided technical support.
Introduced an OTRS ticket system and later Jira Service Management with a knowledge base and self-service system.
Led new consultant positions and supported key clients like hospital groups, DAX corporations, dioceses, and welfare associations.
Sold the ecconnect SaaS solution and gathered feedback for feature enhancements.
Responsible for data protection and order processing in the customer area.
I have built my expertise as a product owner and business analyst in insurance, banking, and automotive industries. Guided by a hands-on approach, I streamlined processes, transformed customer journeys, and implemented efficient digital solutions. My work spans API integrations, BPMN modeling, stakeholder workshops, and agile project management using SCRUM approaches.
I am known for deriving clear user stories from detailed analysis and delivering impactful system improvements in Microsoft Dynamics 365 and other platforms. My background in process management and technical product ownership supports robust solution design, ensuring reliable, compliant, and valuable outcomes across diverse projects.
Bachelor of Science, Business Informatics · Process Management
Microsoft Dynamics 365 CRM Fundamentals
SCRUM Master & Product Owner Certification (Foundation)
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