Philipp Scholl - Process Manager – M365 Dynamics CE / CJI Marketing

Recommended expert

Lemgo, Germany

Experience

Feb 2025 - Present

1 year

Analysis, structuring, and optimization of all marketing processes within Microsoft Dynamics 365 Customer Engagement and Customer Insights
Conducting interdisciplinary workshops with marketing, sales, and IT to translate scenarios into customer journeys
Modeling process diagrams in BPMN with technical triggers and manual triggers
Technical implementation of journeys in Dynamics 365 Customer Insights for automated marketing actions
Ensuring measurability through lead generation and processing criteria
Creating comprehensive documentation in Confluence and decision templates for management

Nov 2024 - May 2025

7 months

Evaluating the technical capabilities of M365 Dynamics Customer Service
Organizing features into concise sections for technical colleagues
Setting up a test environment and preparing use cases
Prototyping phase to assess practical feasibility and identify challenges
Creating comprehensive documentation of all analysis results and tests
Regularly informing and involving key stakeholders in decisions
Preparing management presentations comparing Dynamics 365 Customer Service and Jira Service Management

Nov 2024 - Jan 2025

3 months

Analyzing and documenting insurer requirements after annual meetings
Specifying general requirements and specific requirements for external service providers
Creating functional concepts, reviewing them in interviews, and incorporating feedback
Creating BPMN processes, detailed Confluence documentation, and management presentations
Deriving epics and user stories, refining them with developers, and assigning tasks based on strengths
Coordinating handover to testing teams, planning and tracking bug fixes and test approvals

Jan 2024 - Nov 2024

11 months

Eliminating structural and documentation gaps at project start
Providing templates and standards for stakeholders and project team members
Transitioning the workflow to SCRUM
Conducting requirements analysis for different departments, documenting and prepping for the steering committee
Supporting the product owner with the technical implementation of business requirements
Developing and implementing a communication plan and conducting training sessions to increase acceptance
Developing and implementing a project controlling concept and creating management templates

Jun 2023 - Nov 2024

1 year 6 months

Gathering and documenting insurer requirements after annual meetings
Specifying general requirements and specific requirements for external service providers
Creating and reviewing functional concepts in interviews with product owner colleagues
Creating BPMN processes, documentation in Confluence, and management presentations
Deriving epics and user stories, refining them with developers, and assigning tasks based on strengths
Coordinating handover to testing teams, planning and tracking bug fixes and test approvals

Apr 2023 - Dec 2023

9 months

Requirements engineering based on stakeholder requirements and market studies
Designing and outlining new possible services as an MVP for vehicles
Presenting and securing approval for solutions from stakeholders and decision makers
Quality assurance processes in collaboration with product owners and staff departments
Focus on customer journey, customer value and data privacy/protection
Creating mock-ups, sagas, epics and stories with international development teams
Performance tracking through KPI definition and implementation in suitable tools
Supporting test case drafting, end-to-end test models, standard test apps and the company’s test strategy

Sep 2022 - Mar 2023

7 months

Supporting the real estate valuation tool project for integration into eight platforms of external financial service providers
Creating synergies between the bank and financial service providers for consistent property valuations
Introducing a new sales platform for 5,000 partners, including migration and training planning
Ensuring compliance by producing evidence and permission concepts
Holding service control board meetings with service providers and implementing SLA monitoring
Negotiating prices in response to ongoing inflation
Conducting outsourcing controls and preparing audit documents for third-party assets

Feb 2020 - Jul 2022

2 years 6 months

Running workshops to identify missing and improvable features
Creating the roadmap for the MVP, further versions and timeline
Leading steering committee meetings on development status, roadmap and sales topics
Continuously gathering customer feedback and prioritizing it into user stories in Jira
Optimizing existing BPMN processes for inside sales and consultants
Developing and implementing an open API for data integration and external claims
Developing and executing a sales plan for existing customers

Jul 2017 - Jul 2022

5 years 1 month

Selling and consulting on digital customer portals for large, medium and small clients for claims and contract management
Advising on insurance processes within the company
Initiating and leading several internal projects to secure the company’s future
Acting as translator between customers and the technical team, turning feedback into features
Actively marketing and networking for the IT product ecconnect
Creating presentation materials, promotional website and sales/rollout processes
Developing consultant software to support the consulting team
Conducting external and internal training sessions and providing technical support
Setting up an OTRS and Jira Service Management ticket system with knowledge base and self-service information
Providing technical leadership for additional consultant roles
Supporting large hospital groups, DAX corporations, dioceses and welfare associations
Responsible for data protection and order processing