Interim Manager: The picture showed a golden ceiling.
MANAGER PROFILE
Senior expert for complex IT projects and CRM systems

Senior expert for complex IT projects and CRM systems

  • Digitalization: Dynamics CRM, Dynamics Marketing, .Net software development
  • Business analysis and digitization of business processes
  • IT security and compliance in the financial sector

"I am a senior expert for complex IT projects and CRM systems"

Qualifications

Microsoft Dynamics CRM: Installation and Configuration, Customization and Configuration - CRM Application - Managing Microsoft Dynamics Implementations - Microsoft Certified Professional - Microsoft Certified Dynamics Specialist - ITIL Foundation Certificate - Telecommunications Technician - Languages: German, English, French

Stations

Pax Insurance - Zurich Insurance - UBS - Julius Baer - LGT Bank - VZ Vermögenszentrum - RE Power - Roche - Givaudan

More about the interim manager

The interim manager is an expert in complex interdisciplinary software projects in the finance and insurance industry. The focus of his work is the planning and implementation of large transformation projects with MS Dynamics CRM, MS Dynamics Marketing and Microsoft.Net software development. In more than 20 successful mandates - including for UBS, Zurich Insurance and Julius Baer - the interim manager has acquired an above-average knowledge of the specific processes and requirements in the financial sector. As a successful entrepreneur, he also offers his clients a deep understanding of business processes, particularly in sales and marketing. As a business analyst and solution architect, he also stands for innovative digitalization solutions.

In his most recent mandate (2021 to the end of 2023) for a Swiss life insurance company, the interim manager led the introduction of Microsoft Dynamics as a digital sales and marketing tool, among other things. As project manager for Wirtschaftsförderung Basel, he was responsible for replacing the existing CRM system; among other things, he introduced Dynamics Marketing and Event Management. Prior to this, he worked on several mandates as a business analyst and solution architect for major Swiss banks, insurance companies and an investment consultancy.

More than 30 years of experience as an entrepreneur and CRM consultant

The Swiss national has been working successfully as an entrepreneur and interim manager since 1991. In addition to numerous mandates in the finance and insurance industry, he has successfully built up a consulting firm for CRM projects and founded a start-up in the field of sports data telemetry, for which he was awarded the .Net Innovation Award "Start-up of the Year 2010".

On the professional side, clients benefit from his extensive expertise in the field of Microsoft business solutions with numerous certifications, including Microsoft Dynamics CRM Customization and Configuration, Microsoft Dynamics CRM Application and Managing Microsoft Dynamics Implementations as well as Microsoft Certified Professional. He also has a resilient network of IT specialists and IT service providers, which he is happy to put to the benefit of his clients.

Another particular strength of the interim manager is that he knows how to manage cross-departmental collaboration in complex IT projects very well. With his communication skills, he reaches IT teams just as well as management and translates requirements in both directions. In this way, he makes a significant contribution to managing large projects efficiently and achieving positive results that pay off for companies and employees alike.

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Created by Charly Kahle
Last updated on 30.11.2025

Articles
by this manager

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CRM system and lead management for a life insurance company

A Swiss life insurance company was planning to digitize its marketing and wanted to introduce a customer relationship management (CRM) system for this purpose...

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