Stephan Gindert
Project Associate
Experience
Project Associate
Atruvia AG
Design and rollout of the GENO Process Portal application
The client is developing the GENO Process Portal together with the BVR. The development considers the strategic direction of the new operating model and the requirements of other process suppliers. In the target state, the application helps banks increase transparency and manage processes and solutions. For service providers it creates a development and sales platform. Project size: team of 10.
- Design of the GENO Process Portal application
- Support in defining the functionality of the GENO Process Portal
- Support in the process integration of the application
Specialized application and process management tool: ADONIS NP. System environment: Agree21, JIRA, Confluence.
Team Lead
Retail and Commercial Bank
Interim manager for the organizational department team
Interim leadership of the team during a special audit by BaFin. In addition to leading and developing the team, the work focused on optimizing the documented governance based on audit findings, supporting the organization in implementing BAIT requirements, and preparing for DORA requirements. Project size: team of 8.
- Responsible for fostering team spirit
- Responsible for setting goals and coordinating tasks within the team
- Support for the new team lead during the handover
- Optimization of policies and processes for documented governance
- Support in building the information network
- Assistance with various MaRisk and BAIT questions
Specialized application and process management tool: Signavio. System environment: Agree21, JIRA.
Project Manager
Investment and Asset Management Firm
Optimization of documented governance
The group will adopt a modern, process-oriented documented governance. During implementation, the existing directives are analyzed and evaluated to create and roll out an efficient document and process architecture with stakeholders. Project size: team of about 5.
- Analysis of the existing document structure
- Analysis of current processes
- Aligning target architecture
- Creating key documents and processes
- Training staff
Specialized application and process management tool: BIC Cloud.
Project Associate
Special Institute for Real Estate Finance
Integration of ESG goals into the ICS
The institute aims to integrate ESG goals into the existing ICS. First, existing ICS categories are analyzed and harmonized with ESG goals in coordination with stakeholders. Project size: team of about 5.
- Analysis of existing processes
- Conducting ICS assessments
- Support in designing the ICS
- Identifying conflicts between strategies, policies and processes
- Conducting process management training
Specialized application and process management tool: BIC Process Design.
Project Associate
Rewe Group
EAM development and rollout
Support in designing and rolling out the EAM application for process management in the context of the SAP S4/Hana migration. Project size: team of about 100.
- Support in analyzing existing processes
- Support in customizing the EAM application
- Communication and coordination with all stakeholders in the development process
Specialized application and EAM: Hexagon. System environment: JIRA, Confluence, SAP MM, SAP CRM.
Managing Director
Anchortree UG
Sustainable projects
Anchortree aims to make a positive impact on SDG 17 through its business activities. We focus on (13) Climate Action, (8) Decent Work and Economic Growth, and (15) Life on Land. Team size: 1-5.
- Developing and refining strategies
- Onboarding employees
- Product development from SDG 17 into a sustainability strategy
- Organizing tree planting events, workshops and team events
Specialized applications and system environment: ADONIS NP, Signavio, iGrafx.
Project Associate
Online Bank
Optimization and digitization of the lead-to-cash process
Together with the client, we analyzed the existing lead-to-cash process and designed a new process based on defined KPIs (mainly automation, customer experience). Project size: core team of 5.
- Support in evaluating the existing process
- Support in assessing potential automation elements
- Support in designing the target process
- Support in ensuring compliance with the 3 LoD
Specialized application and process management tool: SAP Signavio. System environment: JIRA, Confluence.
Project Associate
iGrafx LLC
Enhancement of the BPM tool
Support in enhancing the BPMN tool, especially implementing the finance industry’s requirements. Project size: team of 10.
- Support in analyzing the current market environment
- Support in implementing established market requirements
- Support in mapping finance industry requirements
Project Associate
Retail and Commercial Bank
Optimization and digitization of payment processes
Together with the client, we compared BaFin’s new GwG interpretation and application guidelines with existing payment processes. Then the requirements were integrated into the processes and gradually automated. Project size: team of 20.
- Support in evaluating the interim process
- Support in assessing BCM relevance
- Conducting gap analyses for redundancies and conflicts
- Support in optimizing the current process
- Support in automating the current process
Specialized application and process management tool: Adonis NP. System environment: JIRA/Confluence, SAP FI.
Subproject Lead
Stock Exchange Operator
Converting documented governance into a process-oriented directive system
The group will adopt a modern, process-oriented documented governance. As part of implementation, current processes are mapped and the directives are converted into a process-oriented SfO. This includes creating/updating/separating instructive and non-instructive content, approving and publishing processes, considering regulatory requirements (including MaRisk), capturing and maintaining optimization potentials, and handing over to process owners. Project size: team of 7.
- Support in tool selection
- Design of SfO principles
- Conducting gap analyses for redundancies and conflicts
- Design and integration of the target role concept
- Ensuring 3 LoD compliance
- Design and creation of job descriptions
- Design and integration of risks and controls in Aeneis
- Support in tool administration
- Converting work instructions into Aeneis via process mapping workshops
Specialized application and process management tool: AENEIS. System environment: Monday automation tool.
Project Associate
DZ Bank
Design and implementation of the video identification application
The client uses a jointly developed application to efficiently link the external service provider for video identification with the CRM. The application was designed, developed, tested and launched with the client. Project size: team of 6.
- Design of the video identification application
- Support in the process integration of the application
- Design and coordination of user acceptance testing
Specialized application: Video Identification. System environment: JIRA, Confluence.
Project Lead
Sparkasse SoestWerl
Design and conversion of the PPS_neo directive system
The client uses process management as a strategic tool to visualize and manage workflows. As part of designing and implementing content, method and specialized knowledge of the internal control system and attribute mapping was shared. Project size: team of 3.
- Design of content mapping and ICS integration
- Converting work instructions into processes in PPS_neo
- Ensuring 3 LoD compliance
- Conducting training
Specialized application and system environment: PPS_neo.
Project Lead
Mittelbrandenburgische Sparkasse - MBS
Support for the “ABI 2020 Implementation” project
As digitization increases, MBS prepared early to stay future-proof in a changing market. The project aimed to build a target authorization concept and full transparency over required and recommended roles in all processes. Project size: team of 2.
- Project control and communication
- Ensuring 3 LoD compliance
Specialized application and system environment: ibo Prometheus.
Project Lead
GLS Bank
Process management training
The client uses process management as a strategic tool to visualize and manage workflows. During the training, participants learned methods to convert work instructions into processes using ADONIS NP. Project size: team of 2.
- Design of BPMN 2.0 training concept
- Delivery of the training
- Training follow-up
Specialized application: ADONIS NP.
Project Lead
Public Transport Authority (BVG)
Process management training
The client uses process management to visualize and manage workflows. During Signavio training, participants learned documentation methods. Project size: team of 2.
- Design of BPMN 2.0 training concept
- Delivery of the training
- Training follow-up
Specialized application: SAP Signavio.
Project Lead
Public Transport Authority (BVG)
Training on switching modeling languages
The client uses process management to visualize and manage workflows. The process manager was supported in teaching participants in Signavio how to switch languages. The second focus was on differences between EPC and BPMN 2.0. Project size: team of 2.
- Design of BPMN 2.0 training concept
- Delivery of the training
- Training follow-up
Specialized application: SAP Signavio.
Project Lead
BAG Hamm
Converting documented governance into a process-oriented directive system
The bank will adopt a modern, process-oriented documented governance. As part of implementation, current processes are mapped and directives are moved into the new SfO. This includes creating/updating/separating instructive and non-instructive content, approving and publishing processes, considering regulatory requirements (including MaRisk), capturing and maintaining optimization potentials, and handing over to owners. Project size: team of 5.
- Support in tool selection
- Drafting and aligning principle documents
- Drafting and agreeing modeling conventions
- Developing and aligning a process map for the entire bank
- Conducting gap analyses for redundancies and conflicts
- Developing an ICS concept
- Ensuring 3 LoD compliance
- Training employees
- Facilitating process mapping workshops
- Facilitating workshops to convert directives into the new governance
Specialized application and process management tool: ADONIS NP. System environment: Agree21.
Project Lead
Mittelbrandenburgische Sparkasse / Weberbank
Implementation of the ICS concept
As digitization increases, MBS prepared early to stay future-proof in a changing market. The project aimed to collect and publish risks and controls for all processes and achieve full transparency over required and recommended adjustments. Project size: team of 2.
- Project control and communication
- Ensuring 3 LoD compliance
Specialized application and process management tool: ibo Prometheus.
Project Associate
TeamBank AG
Training for the organizational department staff
As part of the organizational realignment, TeamBank wanted to train the department staff not only in process management but also methodically. Participants learned to apply facilitation skills to the reorganized department’s needs. Project size: team of 3.
- Clarifying individual requirements with TeamBank
- Delivering the training
- Training follow-up
Team Member
Landeskreditbank Baden-Württemberg – Förderbank
OHB check and process mapping for a process-oriented OHB implementation
The bank plans to adopt a future-proof, process-oriented documented governance. The project aimed to identify action and optimization needs, create full transparency over required and recommended changes, and develop a detailed realignment proposal. As part of implementation, current processes are mapped and directives are moved into the new OHB. This includes creating/updating/separating instructive and non-instructive content, approving and publishing processes, considering regulatory requirements (including MaRisk), capturing and maintaining optimization potentials, and handing over to owners. Project size: team of 5.
- Drafting a process map
- Reviewing and evaluating the existing governance
- Identifying improvement potentials
- Conducting gap analyses for redundancies and conflicts
- Creating a project plan for implementation
- Facilitating process mapping workshops
- Facilitating workshops to convert directives into the new OHB
Specialized application: SAP Signavio.
Project Associate
VW Bank
OHB check
The bank plans to adopt a future-proof, process-oriented documented governance. The project aimed to identify action and optimization needs, create full transparency over required and recommended changes, and develop a detailed realignment proposal. Project size: team of 5.
- Drafting a process map
- Reviewing and evaluating the existing governance
- Identifying improvement potentials
- Conducting gap analyses for redundancies and conflicts
- Creating a project plan for implementation
Project Lead
Deutsche Kreditbank AG
Support in creating IT policies
The bank wants to review and adapt its IT policies to external audit findings, regulatory requirements, and the parent company’s standards. Project size: team of 3.
- Analyzing stakeholder requirements
- Designing the target framework
- Conducting gap analyses for redundancies and conflicts
- Drafting and aligning IT policies
Specialized application: SAP Signavio.
Subproject Lead
Debeka Bausparkasse
Process mapping for a process-oriented OHB implementation
The bank will adopt a modern, process-oriented documented governance. As part of implementation, current processes are mapped and directives are moved into the new OHB. This includes creating/updating/separating instructive and non-instructive content, approving and publishing processes, considering regulatory requirements (including MaRisk), capturing and maintaining optimization potentials, and handing over to owners. Project size: team of 4.
- Facilitating process mapping workshops
- Coordinating overall process mapping
- Refining the concept based on new requirements
Specialized application and process management tool: ADONIS NP.
Project Associate
Deutsche Kreditbank AG
Training for process owners
As part of the process management implementation, process owners received not only software training but also methodical skills to manage their processes. Project size: team of 3.
- Delivering the training
- Training follow-up
Specialized application: SAP Signavio.
Project Associate
Stadtsparkasse Remscheid
OHB check
The bank plans to adopt a future-proof, process-oriented documented governance. The project aimed to identify action and optimization needs, create full transparency over required and recommended changes, and develop a detailed realignment proposal. Project size: team of 3.
- Drafting a process map
- Reviewing and evaluating the existing governance
- Identifying improvement potentials
- Creating a project plan for implementation
Project Lead/Subproject Lead/PMO/Lean Management Expert
Commerzbank AG
Operational excellence expert
The bank is rolling out an operational excellence initiative group-wide. The goal is to align internal processes with stakeholder needs, including:
Expanding lending in wealth management Bavaria
Optimizing sales processes for retail and business clients
Realigning international client sales Project size: team of 5.
Project control using Six Sigma and Lean Management
Guiding leaders and staff through change processes, aiming to establish a culture of error tolerance in teams
Specialized applications and system environment: SAP FI, SAP CRM, ADONIS NP.
Summary
Focus areas:
- Change projects
- Organizational projects
- Strategic projects
- Reorganization or sales optimization
- Process architecture, analysis, management and optimization
Process know-how
- Many years of experience in various roles and functions for operational excellence for retail and business clients including wealth management
- Many years of experience in various roles and functions in end-to-end sales for retail and business clients, especially in lending
Process management in banks
- Design including tool selection of process-oriented documented governance
- Facilitation of process mapping workshops
- Credit process optimization for consumer lending
Financial market regulation
- Risk-based application of MaRisk requirements
- Design of the internal control system (ICS)
- Risks and controls in processes
Management consulting
- Head of Sales
- Many years of leadership experience as a management consultant focusing on training and development of the consulting team
Retail/Trade
- Software development in the context of S4/Hana migration
- Process optimization
Process management in various industries, including:
- Public transport
- Job-shop manufacturing
Methodology
- Process management (BPMN 2.0, EPC, UML)
- Analysis and optimization of business processes with LEAN Six Sigma
- Design and implementation of business and IT strategies
- Design and implementation of process architectures
- Project management methods
Standard software
- Specialized applications for lending and payments
- Project management application
- Process management/mining tools including iGrafx, Signavio, Adonis NP, BIC Cloud, ARIS, IBO, pps_neo, Celonis
- MS Office, MS Project, MS SharePoint, JIRA, Confluence, SAP
Languages
Certifications & licenses
Bank Clerk (IHK)
IHK
Certified Product Owner
Certified Scrum Master
IREB
Prince 2
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