Steffen Paul
Consulting
Experience
Consulting
International Trading House
- Consulting, coaching and support of the new IT manager as part of the internationalization
- Development of the IT and digitalization strategy
- Design of the consolidated target application architecture (Microsoft Dynamics, dc Commerce, Magic XPI)
Project Lead
German Financial Services Provider
- Technical project leadership for design and implementation of a Salesforce implementation project
- Matching requirements with the options for implementation in Salesforce
- Managing the delivery teams
Project Lead
International Real Estate Investment House
- Selection of a CRM platform to modernize and digitize business processes
- Platform selection (Microsoft Dynamics)
- Implementation planning
- Stakeholder management
Project Leadership Coaching
German Financial Services Provider
- Coaching the project lead of a CRM implementation project
- Requirements analysis and alignment with implementation planning on Salesforce (Financial Services Cloud, Experience Cloud, Marketing Cloud)
- Analysis of integration requirements and solution design
Architecture Consulting
International EaaS Company
- Design, selection and implementation of a cloud-based ERP/CRM platform for a new EaaS (Equipment as a Service) business
- Process and application landscape design
- Platform selection and implementation (IFS Cloud)
IT strategy consulting
German manufacturing company
- Developing an IT strategy based on the business strategy
- Defining operational and strategic principles
- Creating a strategic target enterprise application architecture (Enterprise Architecture)
Project audit
German manufacturing company
- Short audit of a Salesforce implementation project
- Reviewing project management, governance, and enterprise architecture
- Drafting a restructuring of IT/digitalization and project governance
Program management
International real estate investment firm
- Leading program and team for the design and implementation of a digitization platform (CRM, HR, etc.) based on standard software
- Selecting application platforms (Salesforce, Workday)
- Managing implementation, migration, and rollouts in 17 countries (partly agile/Scrum, partly waterfall)
Project management
International real estate investment firm
- Advising on implementing an enterprise-wide project portfolio management system to manage transformation projects
- Introducing agile methods (OKR/Scrum)
- System selection (Salesforce)
IT strategy consulting
International real estate investment firm
- Developing the digitization and IT strategy as part of company acquisitions and integration
- Aligning business and IT strategies
- Creating and implementing the new strategy for the entire company
Project Lead
International Beverage Manufacturer
- Consulting on the introduction of a Europe-wide project portfolio management system
- Managing the implementation partner for the ServiceNow rollout
Solution Architect
International Automotive Manufacturer
- Consulting on consolidating CRM and marketing systems into unified processes and a single platform
- Aligning requirements with Salesforce implementation capabilities
- Planning the implementation for handover to the implementation partner
IT Strategy Consultant
International Logistics Provider
- Advising on updating the IT strategy
- Introducing IT requirements management in relation to the IT project portfolio management system
Enterprise Architect
German Insurance Company
- Designing the application architecture for a new sales and commission system
- Creating current and future process (Level 0 to Level 2) and application landscape maps
IT Strategy Consultant
International Automotive Supplier
- Conducting an IT assessment for the US entities
- Performing a strengths and weaknesses analysis of the existing application landscape (ERP, CRM, etc.)
- Developing new IT governance processes
Project Manager
International beverage manufacturer
- Project and team leadership for implementing the restructuring of application development (Salesforce and mobile)
- Design of the new organization and processes
- Coaching the Scrum Masters
Project Manager
International beverage manufacturer
- Concept and implementation of a digitization platform based on Salesforce
- Creation of the business and technical domain model and the architecture for a new B2B2C platform
- Management of internal and external stakeholders
Project Manager
International logistics service provider
- Concept and design of an IT project portfolio management system
- Functional and process design and prototype design
- Software selection (Sciforma)
Project Manager
International beverage manufacturer
- Redesign and implementation of a loyalty CRM application based on Salesforce
- High-level design for integrating application components (Salesforce, mobile apps, backend systems)
- Introduction of agile methods (Scrum)
Project Manager
International beverage manufacturer
- Design of a new IT governance and enterprise architecture management model
- Requirements analysis based on COBIT processes
- Design of an Architecture Review Board and a Project Portfolio Management Board
- Implementation plan
IT strategy consulting
International logistics corporation
- Auditing and revising the IT strategy
- Content and technical consulting
- Organizational support for completing the IT strategy
Project audit
Financial services provider/insurance broker
- Auditing an implementation project
- Reviewing compliance with predefined project management and testing methods
- Analyzing budget development
- Preparing a project report for the board
Program management
Financial services provider/insurance broker
- Overall program coordination for the development and migration of a new advisory and CRM application
- Design of the overall application architecture
- Introduction and support of agile methods (Scrum)
- Advising and supporting the CFO and CIO
Project management
Financial services provider/insurance broker
- Design of a consolidated IT environment
- Design of business processes for consulting and sales
- High-level design of the IT architecture
- Creation of implementation scenarios with business cases
Executive management
Publicly listed venture capital firm
- Advising and then taking sole responsibility for executive management
- Restructuring and turnaround of the operational business
- Setting up professional investment management and controlling
- Implementing a reporting system
- Operational support for portfolio companies in Germany, the Czech Republic, and Ukraine
Project Management
Asset Management
- Project and team management for selecting and implementing a CRM system (Microsoft Dynamics)
Program Management
International Financial Services Provider
- Selection, implementation and migration of a new CRM system (SAP CRM)
Program Management
International Financial Services Provider
- Development of a new IT strategy
- Design of a new IT architecture
Division Management
Finnish Sanitary Equipment Manufacturer
- Management of the Group SAP Competence Center
Project Management
Software Manufacturer
- Selection of a new ERP system (Baan)
Project Lead
International Logistics Group
- Developing corporate controlling guidelines
- Separating management reporting from legal reporting
Project Manager, Coach, and Consultant
Various
- Creation of a multi-client capability for a securities settlement system and migration of one client
- Implementation of online brokerage for the bank of a German financial services provider
- Execution of a strategic customer value analysis for an international technology corporation
- Consulting for a German regional bank on the introduction of online brokerage
- Project management for clinical application tests of image processing software for an international medical technology corporation
- Development and implementation of a monthly reporting system for German and French subsidiaries of an international technology corporation
- Development of a controlling and cost accounting concept for a German industrial company
- Project management and test management during the implementation of a shared services center for the German, Austrian, and Swiss branches of an international chemical corporation
- Development of an IT strategy for integrating the ERP systems of the German subsidiary of a Finnish paper manufacturer
Industries Experience
See where this freelancer has spent most of their professional time. Longer bars indicate deeper hands-on experience, while shorter ones reflect targeted or project-based work.
Experienced in Banking and Finance (21 years), Manufacturing (13.5 years), Information Technology (11 years), Chemical (10.5 years), Healthcare (10.5 years), and Insurance (4 years).
Business Areas Experience
The graph below provides a cumulative view of the freelancer's experience across multiple business areas, calculated from completed and active engagements. It highlights the areas where the freelancer has most frequently contributed to planning, execution, and delivery of business outcomes.
Experienced in Information Technology (30 years), Project Management (26.5 years), Strategy (17 years), Finance (12.5 years), Operations (12.5 years), and Business Intelligence (10.5 years).
Skills
Consulting / Interim Management: Digitalization, It Strategy, Business-it Alignment, Transformation / Agile Management / Okr, Okr Master, Advanced Scrum Master, Project Portfolio Management, Program And Project Management, Development And Training Of A Unified Project Management Methodology As A Member Of The Global Project Management Initiative Of Arthur Andersen Consulting, Enterprise Architecture Management, Selection, Implementation, Migration Of Crm/erp Systems, Advising And Coaching Top Executives On It Strategy, Business Requirements And It Delivery, Stakeholder Management, Itil Foundation
Applications: Various Crm And Erp Systems And Platforms, Including Ifs, Salesforce, Microsoft Dynamics, Sap, Odoo, And Other Business Intelligence Systems
Other: Development And Training As Instructor Within The Training Division Of An International Consulting Firm In The Usa, Volunteer Work As A Karate Coach
Languages
Education
University of Ulm
Diploma in Business Mathematics · Business Mathematics · Ulm, Germany
Certifications & licenses
IFS
OKR Master
Salesforce
ITIL Foundation
Microsoft Dynamics
Scrum Master Advanced
B Trainer License
DOSB
C Trainer License
DKV
Self-Defense Instructor
DKV
Profile
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