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LGT Private BankingLead consultant data modeling and data management
Jan. 2023 - Jun. 2023EuropeMy client is an ultra-high net worth (UHNW) clients oriented private bank, strategically oriented towards sustainable investments. Consequently, they built a strategic data group, for which I provided senior knowledge in data modeling and data management. My role was to re-evaluate their Semantic Modeling strategy based on PoolParty, as SKOS based tool to do Models/Taxonomies. I identified VocBench, a native OWL2 based widely used open-source tool as alternative and created a roadmap how to leverage FIBO (Financial Industry Business Ontology) in the bank's semantic modeling strategy. Based on my findings, I defined a simplified version of the TDM approach I developed for Business Records Management and generalized it for Data Management and Data Governance. I modeled the methodology with a clear conceptual framework and derived an Eclipse Modeling Framework based prototype allowing to work based on example for the glossary, TDM, and data dictionary parts of such data catalogs. The methodology was used for one possible variant to implement new 2023 data regulation from the local regulator. With this approach, I contributed to the detailed evaluation and proof of concept project for two data catalog tool vendors: Collibra and Dataspot. I showed how my approach can be implemented in Collibra by basically reflecting my meta-model with the Collibra built in OO no-code framework, and how in Dataspot my approach can be implemented out of the box as three connected models: one for the glossary, one for the TDM, the central entry point of the catalog, and one for each data dictionary.
veriCEO
Oct. 2022Zurich, Switzerland · HybridOFFERING Having a catalog of your data assets and products is key for success in today's data driven economies. What was learned in the last 50 years in creating conceptual and semantic models of major industries, allowes capturing domain knowledge of the brightest experts in their areas. While serious data management, using a bleeding edge data product catalog is the precondition to apply countless new technologies to leverage this data, how can we trust our catalog? The answer is simple: by applying what we learned in conceptual and semantic modeling. veri - the data mangement company offers productized application of decades of learning as a basis to implement your data management strategy in a sustainable way, creating a competitive advantage. PRODUCT veri productized access to this knowledge in simple, easy to apply tools:
- a conceptual semantic model of both your data management methodology and data assets
- a well structured and scaling Excel sheet which makes the model operatable on a few thousand elements.
- a software product generated from our semantic model that directly implements the suitable data management approach for you, loaded with the same elements as the Excel sheet
- architectural blueprints how to map our approach to leading data and AI software platforms Unlike other data management vendors, we do not offer a software package representing the technological basis for the data catalog at the end of your data mangement journey, We provide small tools enabling this journey, lowering your risks during the journey.
veri.schoolDean
Oct. 2019Bangangté, West, Cameroon · Hybridveri.school - ÉSIA/AICS
École Supérieure d'Informatique de l'Afrique African Institute of Computer Science ÉSIAICS is a computer science university founded 2019 in Kinshasa, Democratic Republic of Congo with the name veri.school In July 2023 we made it location indeptendent, purely depending on our Ethereum / OpenZeppelin based implementation of its tokonomy, regulating the financial flows from sponsorst to students. At them moment, the concept is operated in Bangangté, West, Cameroon. It is based on lean and agile principles, and inspired by the kaospilot school. veri.school education focuses on semantics, modeling, and nocode frameworks. Initially ÉSIAICS offers Bachelor and Master studies and will extend to PhD programs once the Bachelor and Master are officially recognized by leading universities worldwide. It integrates current students and alumni in a holistic educational process. While educational activities are 100% online and the aim is to remote empower the students during their educational journey, veri.school focuses fully on young talents living in Africa. veri.school aims at climbing up the international university ranking based on the talent and achievements of their students, rather than the teaching and research activities of the university itself.
Credit SuisseProduct Owner Data for Business Records Management
Mar. 2019 - Dec. 2022In the preparation for a large program in the Records Management area in 2019, I was in charge of the high-level analysis and the financial summary, a management tool covering the evaluation of the RfP responses, both commercially and content wise.
Beside these main tasks, in 2019 I investigated the capability of Open Text Records Management and Cube Global RegTech products and validate whether the capabilities of the internal systems in those are can be mapped to the standard products.
I introduced Semantic Modeling and UML Modeling to capture and document existing knowledge, mainly on the business and compliance side and I helped selecting an implementation partner that is leading in AI and Semantics Modeling based data analysis.
After a break in 2020 I took over the role of the product owner in the data stream to define a target data model for the business records of all business groups of the bank.
For my team of top level data-scientists I introduced an Excel based modeling approach, based on the open source project [veri.data] The approach combines conceptual data modeling, standardized naming and data types (data-management), and ideas from semantic modeling such as equal level treatment of objects and classes.
AccentureSenior Principal
Aug. 2015 - Apr. 2016Zürich Area, SwitzerlandI worked in the innovation & thought leadership track of Accenture, covering the following areas:
- Business Architecture
- Open Standards and their Open Implementations (Open Source)
- Convergence of analytic data methods (e.g. semantic web) and constructive data methods (e.g. UML2, E/R) During my 9 months at Accenture,I developed and applied a systematic methodology to deliver Proof of Concepts (POC) to the client accounts, as a means to foster innovation. I was able to empower young, unassigned new-joiners in latest technologies such as DevOps, and we were able to deliver very successfully a POC to one of the largest diamond clients.
ISO - International Organization for StandardizationFounding Member Swiss Commission for Financial Standards Technology & Methodology
Mar. 2015SwitzerlandBased on my work for ISO 20022 WG 4/5 with David Frankel since 2009, on the initivative of Peter Lorenz and Thomas Rohr of UBS, Rainer Vogelgesang of SIX asked in March 2015 SKSF (now SASFS) to create the Swiss Commission for Financial Standards Technology & Methodology. In this long term engagement we try to make the complex technology and methodology behind modern standards accessible for Swiss banks and financial market participants.
UBSCDC (Client Data Confidentiality) WM & IB IT Program Coordinator
Nov. 2014 - May. 2015Zürich, SwitzerlandUBS drives client data confidentiality as one of their top priorities to better serve their clients. As a lead BA and IT coordinator I work for the program manager. My responsibilities are to consolidate on a program level the requirements that where managed project wise, until recently. Further I am responsible for the global change management process and for the dependencies and coordination with major programs such as WHITE, 1WMP, and the coordination with CTO and risk functions. The bank has created enabling components for all needed technical platforms, and the task is now to further promote and implement their usage, in order to achieve client data confidentiality conformance group wide. Due to the maturity of the program the focus is on optimizing and refining existing solutions, and to enhance coverage over various legal entities and application domains. The big challenge is to uncover under documented business functionality early, in order to avoid anything that could slow down the adoption of the program.
Julius BaerLead Business Analyst, Global Datamart for Analytical Reporting
Apr. 2013 - Oct. 2013Zurich, SwitzerlandA group of about 100 business experts created the tendency to order data in various historically grown, and uncoordinated ways.
Although the organization had no data warehouse infrastructure, in an attempt to overcome this situation, it was decided to build a datamart on top of SAP BO technology.
The vision of the project was, that people joining this fast growing organisation from major Swiss banks will recognise the common banking concepts like account holder, business relationship management, various direct and indirect service models, as well as detailed information about holdings and transactions.
In the absence of a business architecture, I had to provide a conceptual layer over the terminology, which was then used to create consistent, and easy to understand structures for the SAP BO business layer.
I developed an Excel based method to describe the SAP BO structures, and keep them in synch between the various releases of the data mart, as well as different variants for Asia, Swiss, and European booking centres.
To connect from the conceptual view to the physical layer, classical E/R modelling was used as a means of communication with the programmers.
The resulting solution allowed for the first time to:
• Compare analytical and MIS view on service models
• Connect usefully Position and Transaction Data
• Explain various asset classification systems in place In parallel I supported business management in setting up plans and structure for data management, introducing the concepts of data stewardship and data ownership.
Julius BaerLead Business Analyst, New Investment Approach
May. 2012 - Mar. 2013Zürich Area, SwitzerlandLeading the business analysis of the implementation of the new Julius Baer investment approach, a new innovative approach to invest in a more fine granular set of asset subclasses, in order to react faster to the market, and reduce losses in difficult environments. The new approach had to be pushed through the IT systems and business side Excel and Access based processes, in order to align investment implementation effectively with the new approach, which brought among others a higher frequency of central investment decisions by the bank's CIO. My task was to work with the business project leader to create a solution taking into consideration:
- available IT resources to adapt the Temenos AAA investment management system
- input from the strategic investment management business process reengineering project, pre-dating the new investment approach
- business side budget and time constraints due to parallel running initiatives to completely renovate the IT platform and to integrate a newly acquired bank. We used the same methodology as previously developed over the projects:
- structured Excel sheet to capture the business analysis and manage complexity
- business object and process models to agree on a common terminology and discuss issues system independent. In addition we developed a new way of smoothly migrate business groups from end user computing to managed application design. Instead of creating requirements and then develop an application, we evolutionarily improved the existing Access and Excel solutions, by separating the formatting aspects from the logical structures of the solutions. As a result, we were able to integrate the solutions of a number of business groups and to prepare the migration to an IT managed solutio. As a side effect, numerous business process improvement possibilities where detected, and if possible implemented.
Credit SuisseBusiness Architect, Lean Product and Process Harmonzation
May. 2011 - Apr. 2012Zürich Area, SwitzerlandSupporting a task force to build a business analysis group between the business stake holders on the demand side, and external vendors as well as internal IT and end user computing (Excel, Access, BO Universes) on the supply side. We are applying the methodology which evolved out of the experience in my consulting mandates at Swisslife, which was in the very same business domain, and the last two mandates at CS for Private Banking and Investment Banking. The new results shall be fed back into existing CS initiatives for business object modeling and business architecture, and be maintained by internal employees. The strategic focus of the organization has evolved from one complex off-shore product to a product family of products tailored to country specific compliance and tax rules. The established IT vendor has implemented the first few of these new products, but a consolidation of various market specific requirements from product management has neither be done by the vendor nor the product management.
In order to resolve the resulting deadlock I introduced with my team a lean product management approach, which after a number of iterations and proof of concept phases resulted in the following six tools: Definition of Templates: how we structure information Templates for Excel and PPT including formula management. Business Operating Model: how we reflect the business situation Definition of Carriers, Custodians, Distributors, Products, Pricings, Investments, Processes and all product variants. Business Analysis Planning Artifacts: how we plan Business Object Model (following CS BOM Initiative): what are the concepts we are dealing with, their connections Standardized GUI Building Blocks: how to represent the concepts in the system Specification of reports: get agreement on the data and layout
veri.dataInformation Architect
Jan. 2011 - Jun. 2015Zurich, Switzerlandhttps://gitlab.com/veri-data-open-source/veri.data/-/blob/main/README.md Veri.data´s goal is to provide out of the box Excel based data modeling & management approach that scales to most complex industrial scenarios, as well as ready to use example models within the health-care and finance sector.
Our vision is to empower startups to use a scaled-data modeling and management approach without having to build up a full scale data architecture. We also want to enable international coorperations and their large programs by doing control, conceptual and physical data modeling in a lean and Excel based approach.
In case you want to learn more about our approach please have a look at our wiki Mission
Our mission is to evolve and document the approach with an agile team consisting of talented students from leading universities. Currently a team of master students from University of Mannheim works actively on the project. The leader of the Software Technology chair Prof. Dr. Colin Atkinson whom supports the activities as well. In 2019 used and pushed forward an open source project started in 2011 to do an integrated health-care industry model, having unique properties with respect to GDPR law compliance and federation of data owned by different entities. The project is driven forward by a rotating team of master students of university of Mannheim, and now step by step as well with students from veri.school in Kinshasa. The delivery of this project is an open source Excel sheet with a simple reflection of standardized industry data models, covering both the physical and the conceptual levels.
Credit SuisseLead Business Analyst, Real Time Issued Customized Structured Products
Apr. 2010 - Apr. 2011Zürich Area, SwitzerlandLeading a small team on consolidating and structuring the business know-how on interactive real-time trading of structured products for a broad class of private banking clients. The task is to use Business Object Modelling and Process Modelling where appropriate and create an "easy to maintain" and "easy to access" basis for transferring the know how between the different teams, and to identify issues ahead of development or even testing time. We created a Business Glossary Model of basic banking concepts. This model connects the varying business terminology for different asset classes and business areas (structuring/products, trading, accounting, marketing) in a consistent way. Then, this know-how is applied to consolidate the existing specifications of bookings and messages created by the business analysis team, trying to find inconsistencies, and to connect the detail specification with the conceptual views. Based on this work, we created a Business Operating Model capturing all operation checks. This covers the owner of manual and automated checks, the business as usual (BAU) actives to repair problems found as well as the cleanup responsibilities and escalation plans for real failure scenarios. 20 different stakeholder groups from two geographic locations had to be aligned, and a detailed review with operational risk has been done. As a last part of the mandate, the gained business knowledge is applied to help the engineering teams (requirements, software, and test) to manage the huge amount of data fields in interfaces to various existing front and back office systems on the floor and in the bank, as well as input for reporting and risk management the mentioned stake holders. One of the major challenges of this project was that the business focus switched from a fine granular micro-hedging based approach which was applied to a small set of structural products only to a coarser approach allowing wider product variability.
Credit SuisseBusiness Analyst, Fine Grained Entitlements Management
Jul. 2009 - Apr. 2010Zürich Area, SwitzerlandWorking in a program that implements the "Need to Know" principle group wide, by creating a fine-grained entitlements management system. Applying business process modeling and business object modeling to produce consolidated input to a CMMI based requirements engineering process. During the project I created a model of all involved business concepts and their connections, both as basis for a program wide glossary and a Business Object Model serving as the programs contribution to the Credit-Suisse wide Enterprise Business Object Model initiative. The glossary and model was stepwise refined while writing the business goals for topics such as special processes for controling temporary access of developers to client data, a scaling deputy mechanism, and extension of the approval rule engine to cover all cross legal entity and cross border regulations by legal and compliance. The program was staffed with a team of about 50 people, and run already 8 years when I joined. The major challlange was to adapt terminology and language to a very broad range of different expertize and background, to extract the most important informations from hundreds of expert discussions, and then consolidate the results using the glossary and model. While most of the time the business object model was used to communicate between our group of business engineers (BE) and various business stakeholder in the bank, at the end the program agreed to use the glossary and model to align the work more systematically with the other teams for requirements-, software-, and test-engineering.
Swiss LifeSolution Architect, Private Placement Life Insurance
May. 2008 - Mar. 2009Zürich Area, SwitzerlandConvincing the business units about the necessity of architecture, supporting various projects in presenting their solutions to central security, architecture and funding boards, requirements engineering with business for RFPs to international vendors, vendor evaluation, stake holder management.
Project management for an internet application allowing business partners to sell and advice Private Placement Life Insurance products to high-net worth individuals. Iterative project management was applied to reduce project risks, XML Schema based data management was used to capture the commonalities and variabilities of countless application forms which are different and organically grown for business transactions (initial/additional contribution, full/partial surrender, change of investment strategy, e.t.c.), product families, and country/market specific product subtypes.
UBSSoftware Architect, Capability Modeling and Meta Modeling Infrastructure
Dec. 2007 - Aug. 2009Zürich Area, SwitzerlandRequirements specification and demonstration for Business Capability Modeling. Supporting the Enterprise Architecture group in the exact definition of requirements to the methodology and later tool support. Application of EMF, OCL, GMF, and graph layout tools to validate and demonstrate the requirements for the methodology and the tooling. Results are presented at Eclipse Banking Day 09.12. in NYC (see http://www.eclipse.org/org/press-release/20081022_bankingdaynyc.php) In follow up work with the Software Development Live Cycle (SDLC) boards Montage helped facilitate the SDLC tool landscape strategy (see SDLC White Paper, Software Development Life Cycle Tool Landscape by R. Blust, 31.8.2009) and contributed mostly conceptual to the proof of concept of replacing the UBS data-type repository DynaRep with CDO/EMF based technology. During the whole project, Montages has helped setting up the UBS cooperation with various Eclipse Modeling Framework component leads and contributed to identify important issues in the field.
UBSSoftware Architect, Data Management
Sep. 2007 - Nov. 2007Zürich Area, SwitzerlandStrategy and planning review for the UBS Data Management Initiative. Both the way how the architectural group executes initiatives as well as the content of the specific Data Management initiatives and its setup have been analyzed using Voyant Group's Model Driven Solutioning approach.
UBSProject Manager, Model Driven Change Management in Credit Risk
Jul. 2007 - Apr. 2008Zürich Area, SwitzerlandLeading a project how modeling can be used to improve documentation and change management in DWHs leading to Model Driven Change Management (MDCM). In contrast to other approaches, MDCM focuses on the busines decisions and the derived requirements, rather than implementation details. MDCM has been developed initially for the Risk & Compliance Datawarehouse of UBS Switzerland and is now applied for the Credit Risk Datawarehouse of 17 international UBS locations. We leverage the existing tool Powerdesigner to model not only various viewpoints on data (business people, implementation, local views, transaction and analyis system's view) but as well the various business decissions and their connections to business rules, data mappings, and interface definitions.
JareeProject Manager and Business Modeler
Jul. 2007 - Mar. 2008Jaree is a start-up in the area of marketing performance management, a special area of business performance management. My role is to help Jaree to maintain and further evolve very detailed Business Models and a very structured Business Architecture, covering both Jarees and it's clients processes, and to advice Jaree how these models can be leveraged to implement its business plans, both in terms of creating partnerships, as well as serving client needs. I personally managed with Michael Guttman the execution of a project consisting of three phases:
1 Strategy and planning review of Jarees software and business plans
2 Modeling of Jaree's business domain and Jaree's software products,
following the Voyant Group's "Model Driven Solutioning" approach.
3 Developing a persistence layer for the developed data models, and an Eclipse Birt integration with the data Various subsequent phases where then delivered by my employees Marc Moser, Maxi Zattera, and Radu Babota.
UBSBusiness Analyst, Risk and Compliance DWH
Oct. 2006 - Jun. 2007Zürich Area, SwitzerlandBusiness analysis and data modeling in the anti money laundering and fraud detection area. Automation of meta-data management with Powerdesigner tool from Sybase. Leverage of MDA to generate/synchronize requirements, business processes, object models, logical, and physical data models,data mappings and last but not least generation of documentation and natural language specifications.
Credit Suisse Asset ManagementProject Manager, Client Specific Investment Restrictions Automation
Jan. 2006 - Jun. 2006External project leader in the business unit Asset Management. Introduced a new model based prototyping approach to support the business in finding the right business rules for client specific restrictions in fully automated portfolio management (straight through processing). Challenged the way of thought in various business areas and applied MDA technologies to generate Eclipse RCP based prototypes from legacy extracted business object models and new designs in UML.
Credit Suisse Asset ManagementSoftware Engineer, New Portfolio Management System
Oct. 2004 - Dec. 2005Senior java developer and architect in the IT department.
Applied UML and MDA technologies to the existing Java development process. Worked in the enterprise document management and portfolio management areas.
Used EMF to reengineer the Business Object Model (BOM) from the existing code, and reused the extracted BOM in an ILOG JRules prototype for asset rebalancing and allocation rules.
Eyekon AGChief Technology Officer
Apr. 2003 - Sep. 2004I took over CTO responsibility for Eykon, a leading Swiss Internet Agency, mid 2003 for 1.5 years. I was responsible for research and development, project management for intranet and internet applications, as well as design and development of Eyekons flagship, the Python / Zope based web application composition and content management tool "Zoo", see www.eyekon.ch Design of a class model based on the folder hierarchy of Zope, introduction of standard inheritance, overriding, and garbage collection based on the non-standard OO mechanisms of Zope Folders, documentation and use of the framework for a large Intranet solution for the Swiss Red Cross. Further the developed framework is used for the web presence of www.globetrotter.com which wins a “Best of Swiss Web” award for the solution based on my framework.
MINICKSoftware Architect
Jul. 2001 - Jul. 2003Worked as external consultant in different projects. Documented and partially reengineered Minicks Domain Specific Language for mobile commerce, using our Montages technology and tools. Wrote a J2EE/JBoss based core engine for virtual chat rooms which dynamically optimizes the way how people are grouped together and which simulates a natural social system.
AugurionSoftware Architect and Project Manager
Oct. 2000 - Jul. 2003Cofounded Augurion AG and Augurion Holding AG as a company which translates business ideas in financial services (automated stock reports, technical analysis patterns, real time alerts) by means of domain specific langage technologies. Led the development team while Augurion delivered to Credit Suisse Private Banking an automated fund of fund reporting solution based on three domain specific languages, one for defining financial indicators, one for the structure of the financial products, and one to define the actual text templates; part of these languages was developed with the Montages tool. As well helped keeping up the production of these reports for one year and up to 50 different products.
ETH ZürichResearch Assistant
Oct. 1997 - Jun. 2001Research assistent for the institute of theoretical computer science and the institute of computer engineering. Organized several international conferences, co-initiated with Prof. Thiele the ETH Project "Montages" which was funded over three years with two positions. Managed collaboration with GMD First Berlin and Universita di L'Aquila. An industrial collaboration with UBS focusing on DSLs in DWHs, in connection with UBS's cutting edge CUBIX technology was executed.
veri.mcore - MontagesFounder and CEO
Mar. 1997 - Jul. 2015Zurich, Switzerlandveri.mcore is a freely available, open source tool to
- analyse your business problems both in diagrams and tables
- design and implement solutions using a tabular interface, similar to a business rule editor
- build, deploy, and operate your business in a tailored generated solution looking like a simple excel sheet, but behaving like a full scaled business software. For business users we assist to installation for free, please contact me directly. For updated infos, see as well www.montages.com New builds planned regularly, check it out. Here are the links:
- Main Open Source project developing MCore: https://gitlab.com/m-core/mcore
- Home page with all other links: http://www.montages.com/mcore.html Montages AG was founded 1997 as an ETH spin-off being a pioneer in Domain Specific Languages (DSLs) design and implementation frameworks. Focusing on lean and reuse aspects in methodology and tooling, the Montages Lean Analysis approach was created and is actively used for business analysis int the financial industry. Montages Lean Analysis provides your needed productivity gains in business analysis tasks. Our methodology leverages the proven business practice to work based on example. We provide a lean, open tool set based on Microsoft Excel and Open Source Eclipse Modeling technology. During over 14 years, we recruited graduates from Finance oriented fields, as well as traditional banking apprenticeship with grown excellence in Banking. These talents were trained in our methodology and work as practical analysts for our clients. I was coaching our Lean Montages analysts and responsible to coordinate the different streams from strategy over methodology and tooling to talent sourcing and project acquisition. The consulting practice has been winded down in 2015, but the business modeling tooling veri.mcore is going forward strongly in a non-commercial setup. We continue working with academic.
UBS Wealth ManagementGraduate Trainee
Mar. 1993 - Jul. 1993Responsible for developing and implementing IT-solutions for the Commercial Banking Sector; participating in the FKAP-project, the aim of which was to provide workstations for corporate account managers.
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