Michael Haase
Consultant Profile
Michael Haase - michael@michaelhaaseconsulting.com - +49 351 4288 0909
Introduction
Dynamic entrepreneur and consultant with 15 years of experience in the Salesforce sectors—serving in advisory and leadership roles.
Certified Salesforce consultant and architect—with customer empathy, communication strength, and professional performance.
Available immediately full-time or part-time - digital remote working is preferred, with the option of holding individual appointments or workshops on-site.
Short Overview
- Name: Michael Haase
- Profession: Salesforce Solution Architect
- University Degree: Business Administration (Bachelor)
- Languages:
- German (native)
- English (fluent)
- Russian (fluent)
- Spanish (basic)
- Place of living: Panama
- Telefon: +507 62949481 / +49 351 4288 0909
- Whatsapp: +49 151 40173885
- Email: michael@michaelhaaseconsulting.com
- Website: www.michaelhaaseconsulting.com
- LinkedIn: Michael Haase
- Setup a Meeting: Calendly
Key Competencies
- 15 years of project experience as a technical consultant and solution architect
- Expert in the Salesforce Sales Cloud, Salesforce Service Cloud, and Field Service Lightning
- Leadership and persuasive skills
- Ability to work together cross-functionally
- Transparent and structured way of working
- Able to understand the customer’s business
- Able to look at problems from different perspectives
- Precise communicator
- Value-driven
- Sustainable, maintenance-oriented, and performance-optimized developments
- Mentor and coach
- Consultancy in German and English
Video Presentation
Brief Profile Description
- Projects in the Salesforce environment
- Project and sub-project management (agile)
- Conception of the solution architecture for Sales Cloud, Service Cloud, and Field Service Lightning
- Solution design and implementation of Partner Community
- In-depth understanding of authorization concepts in Salesforce
- Design and implementation of Enterprise Territory Management
- Knowledge of the Marketing Cloud and other marketing-related software (Cvent)
- Greenfield and brownfield implementations
- National and international rollouts
- Extraction, transformation, and migration of data
- Data analysis
- Automation with Flow Designer and Apex
- Implementation of DevOps processes with Copado and Github
- Solution testing
Certifications
- Salesforce Business Analyst
- Salesforce Platform App Builder
- Salesforce Force.com Developer
- Salesforce Sales Cloud Consultant
- Salesforce Advanced Administrator
- Copado DevOps Metadata Pipeline Fundamentals I
Further Education
- Various Trails modules and projects on Trailhead.com in the areas of Sales Cloud, Service Cloud, Field Service Lightning, APEX and Lightning Web Components, Reports and Dashboards, and others
- Coaching training at the Haufe Akademie
- Udemy courses: Python, machine learning, solution architecture, Javascript
Qualifications
Industry knowledge
| Industry | Years | Grade |
|---|---|---|
| Software and IT services | 15 | K |
| Manufacturing | 10 | A |
| Finance | 2 | M |
| Taxes | 2 | E |
| Communications | 1 | K |
| Handcraft | 1 | K |
| Real Estate | 1 | K |
| Banking and investment banking | 9 | M |
| Automotive | 2 | A |
| Project activities | ||
| Functional and technical solution design | 10 | M |
| IT conception | 10 | M |
| Business process and requirements analysis | 10 | M |
| Effort estimation | 7 | A |
| Project management / sub-project management | 10 | E |
| Application design and development | 10 | M |
| Modelling and implementation | 13 | M |
| Test management (technical and functional) | 10 | K |
| Documentation | 15 | M |
| Change and incident management | 8 | K |
| Application management | 10 | K |
| Release management | 4 | K |
| Project management methods | ||
| Agile project management (SCRUM) | 8 | K |
| Salesforce | ||
| Sales Cloud | 15 | M |
| Service Cloud | 7 | K |
| Field Service Lightning | 1 | K |
| Manufacturing Cloud | 1 | E |
| Flow Builder | 12 | M |
| APEX programming | 8 | K |
| Reports and dashboards | 15 | M |
| DevOps | ||
| Copado DevOps | 2 | K |
| Github | 2 | E |
| Continuous Integration / Continuous Delivery | 1 | K |
| Jira | 5 | K |
| ServiceNow | 10 | K |
Professional Experiences
- Michael Haase Consulting - Freelancer (2021 - current)
- Koenig & Bauer Ag - Salesforce Solution Architect (2015 - current)
- BCS Broker Credit Service - Salesforce Solution Architect (2013 - 2015)
- OAO Otkritie Bank - Head of Client Relationship Management (2010 - 2013)
- Investment banking/Proprietary Trading/Operations (1997 - 2010)
Project History
05/2015 - today Koenig & Bauer AG
- Project: Improvement of Field Service Lightning functionality
- Task(s): Sub-project management, technical and IT conception, realization, testing, QA, business process modeling
- Description: In the project at Koenig & Bauer, Michael Haase played a key role in the improvement of the Field Service Lightning functionality in the role of Solution Architect. His tasks included the complete overhaul of the time management process: time entry by field service technicians via the FSL Mobile App, review and approval of time entries by project engineers, service managers, and the back office, and data transfer to SAP. Michael developed a solution to automate time entries and approvals based on new work schedules and worked on the interface to SAP.
- Technologies used: Salesforce Field Service Lightning, Salesforce Service Cloud, Salesforce Flow Builder, Mobile Flows, Approval Processes, Data Modelling, Field Service Lightning App, Lightning App Builder, APEX
- Project: Visit Report Interview Flow
- Task(s): Sub-project management, technical and IT design, implementation, testing, QA, business process modeling
- Description: In his role as Technical Consultant at Koenig & Bauer, Michael Haase supported the introduction of new internal compliance requirements. The aim was to avoid sensitive data in visit reports. He optimized the Salesforce data model and carried out the necessary data migrations.
- Technologies used: Salesforce Sales Cloud, Schema Builder, Excel Connector, Salesforce Inspector, Org Wide Defaults, Sharing Rules, Restriction Rules
- Project: Standard Quotes Integration with SAP CPI/CPQ for Service Departments
- Task(s): Creation of the functional specification and technical architecture, sub-project management, realization, testing, QA, business process modeling, interface planning, and partial implementation of SAP CPI
- Description: As a solution architect, Michael Haase implemented an end-to-end solution for creating and tracking service offers in Salesforce, while the operational processing takes place in SAP CPQ. His tasks included developing the interface to SAP, automating the creation of quotations and opportunities, and ensuring transparency throughout the entire after-sales process.
- Technologies used: Salesforce Sales Cloud, Salesforce Service Cloud, Schema Builder, Flow Builder, Figma Boards
- Project: Implementation Enterprise Territory Management
- Task(s): Implementation of Enterprise Territory Management as system optimization and preparation for forecasting
- Description: Michael Haase led the implementation of Enterprise Territory Management as Solution Architect. The aim was to control the visibility of accounts, cases, and opportunities and to minimize the number of existing account sharing rules (>300). The aim was also to prepare the ETM for forecasting the business lines. Together with the stakeholders of the business units, he defined the go-to-market model, implemented ETM for sales and service territories, and carried out a comprehensive restructuring of the role hierarchy. He also implemented a complex logic for assigning opportunities to territories with the help of the Flow Builder.
- Technologies used: Salesforce Sales Cloud, Enterprise Territory Management, Roll hierarchy, Sharing Rules, Flow Builder, Figma Boards, Google Diagrams
- Project: Implementation of DevOps processes and deployment pipeline with the help of Copado and GitHub
- Task(s): Installing Copado, configuring GitHub and integrating it with Copado, configuring the deployment pipeline, defining and implementing DevOps processes
- Description: As a technical consultant, Michael Haase supported the implementation of Copado to optimize the release management process. He integrated GitHub for version control to enable Continuous integration and delivery and used automation and orchestration features to reduce manual tasks and improve collaboration within the development team.
- Technologies used: Salesforce, Copado, Github, Google Diagrams
Professional Experiences
- Project: Approval process for sales discounts
- Task(s): Implementing an automated process for approving sales discounts in the Sales Cloud
- Description: Michael Haase designed and implemented an approval process for sales discounts in the Salesforce Sales Cloud. The process included multiple levels of approval based on the discount percentage and other criteria. He used the Flow Builder to create automated workflows, ensuring the approval process was efficient and error-free.
- Technologies used: Salesforce Sales Cloud, Flow Builder, Approval Processes, Schema Builder
- Project: Integration with External Systems
- Task(s): Integration of Salesforce with external systems using APIs
- Description: Michael Haase integrated Salesforce with several external systems, including the company’s ERP and marketing automation tools. He used Salesforce’s API capabilities to ensure seamless data flow between the systems, improving data accuracy and operational efficiency.
- Technologies used: Salesforce Sales Cloud, Salesforce Service Cloud, APIs, Integration Tools, Schema Builder
- Project: Application for sales planning
- Task(s): Creation of an application to generate plan opportunities (outside the standard opportunity object) based on machine configurations of the external system ‘SPM’ (product configurator), project management, creation of solution architecture, development, QA, testing, data migration
- Description: Michael Haase developed an application for sales planning as a solution architect. In addition to recording the requirements of the business unit, he developed the technical architecture and implemented it by introducing a suitable data model and mapping large parts of the planning process through automation and user queries. By planning and implementing a suitable visibility concept, he also ensured that only responsible employees had access to data and functionality. Another part of the project was the creation of data snapshots at certain points in the sales process to be able to make comparisons between the plan and the actual result at a later date. To this end, he developed reports and dashboards and made them available to the relevant user groups via corresponding visibility rules.**
- Technologies used: Salesforce Sales Cloud, Schema Builder (data model), Flow Builder, Organization Wide Defaults, Sharing Rules, Lightning Record Pages, Reports, Dashboards, Google Diagrams
- Project: Implementation Marketing Cloud
- Task(s): Requirements analysis, creation of solution design, development, QA, testing, data migration
- Description: In his role as Solution Architect, Michael Haase implemented an application to automatically generate opportunities based on information about the customer’s installed machine base. He recorded the requirements of the stakeholders and developed the technical solution design, which he then implemented. This enabled the sales manager to identify and generate new opportunities based on machine models, age, and specific features of the installed base and assign them to the responsible sales employees in the sales regions.
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Technologies used: Salesforce Sales Cloud, Schema Builder (data model), Flow Builder, Salesforce Inspektor, Reports, Dashboards, Sharing Rules
- Project: Implementation of the customer journey in the demo center
- Task(s): Requirements analysis, solution design, development, configuration, QA, testing, Creation of merge templates
- Description: As a solution architect, Michael Haase optimized the customer journey in the demo center. He carried out the requirements analysis and created the technical solution design to be able to conveniently record specific information from print demos in Salesforce and then provide the customer with a brochure containing all the details of the demo. In this context, he implemented the additional software ‘Conga Composer’ and configured important functions of the software, which were then available to the demo center to conveniently merge and output documents with data from Salesforce.
- Technologies used: Salesforce Sales Cloud, Schema Builder (data model), Conga Composer, Microsoft Word
- Project: Automated service notifications and generation of service opportunities
- Task(s): Project management, requirements gathering, solution design, development, testing
- Description: As a solution architect, Michael Haase developed various functionalities to send notifications to project engineers based on predefined sheet counter readings (counter readings that require a service interval) in order to proactively offer maintenance services to customers. At the same time, service opportunities are created and assigned to regional service managers in Koenig & Bauer agencies so that they can process the opportunities further. As part of this project, Michael Haase was responsible for recording the requirements, creating the architecture of the solution, and implementing it successfully. – Technologies used: Schema Builder (data model), Process Builder, Flow Builder, Campaigns, Email, Google Diagrams
- Project: Implementation of a partner community for external agencies to conduct customer satisfaction surveys
- Task(s): Project management, requirements gathering, solution design, development, business intelligence with reports and dashboards, stakeholder management
- Description: As Solution Architect, Michael Haase set up a partner community to enable external agencies (telephone agents) to conduct customer satisfaction surveys on behalf of Koenig & Bauer and store the results in Salesforce. He managed the project, analyzed the requirements, and created the solution design. In addition to the Partner Portal functionality, the ‘Clicktools’ software (now SAP Callidus Cloud) was also used for the implementation, which Mr Haase integrated with Salesforce via an interface. In Clicktools, Mr. Haase created telephone scripts that guided the telephone agent through the customer inquiry and in which the customer’s answers could be noted immediately. This data was then transferred to Salesforce via the interface. Mr Haase also created reports and dashboards to provide the service and sales directors with a visual and transparent evaluation.
- Technologies used: Salesforce Sales Cloud, Salesforce Partner Community, Clicktools, Low Code Integration, Visio, Reports, Dashboards
- Project: Partner Community for Ink Vendors
- Task(s): Project management, requirements gathering, solution design, development, QA, testing, data migration
- Description: As a solution architect, Michael Haase implemented a partner community for color suppliers of Koenig & Bauer AG. As part of the project, Mr Haase took over the project management, carried out the requirements analysis, and created the solution design. A special challenge was to display to the ink suppliers only those machines of a customer that are currently under construction and correspond to special parameters for which the inks of an ink supplier are eligible. The standard object ‘Asset’, which would normally be considered, could not be used due to this requirement. Mr Haase succeeded in developing a solution design that met the requirements and data security. This made it possible to give color suppliers access only to relevant machine data and production schedules so that they could deliver colors on time for machine handover.
- Technologies used: Salesforce Sales Cloud, Salesforce Partner Community, Schema Builder (data model), Sharing Rules, Flow Designer, Process Builder
- Project: Creation of a solution to fulfill the requirements of the GDPR (General Data Protection Regulation)
- Task(s): Project management, requirements gathering, solution design, development, QA, testing, data migration
- Description: In the role of solution architect, Michael Haase developed a solution to fulfill the GDPR requirements. In close cooperation with the compliance department and the sales directors, he fully captured the requirements and developed a solution design that continues to ensure the comfortable work of the sales and service employees, but also created sufficient data transparency to meet the requirements of the GDPR. Mr Haase implemented the solution design and conducted employee training.
- Technologies used: Salesforce Sales Cloud, Schema Builder (data model), Flow Builder, Process Builder, Salesforce Inspector, Google Diagrams
- Project: Approval process for the sale of special machine functions/parameters and technology partnerships
- Task(s): Project management, requirements gathering, solution design, development, QA, testing, data migration
- Description: In his role as Solution Architect, Michael Haase designed an approval process for the sale of special machine functions/parameters and the agreement of technology partnerships. He captured the business process requirements from sales and quality assurance, developed the solution design, and implemented it using various Salesforce technologies. Thanks to the solution created by Michael Haase, we were able to gain significantly more transparency about customer requirements and increase sales success and customer satisfaction.
- *Technologies used:** Salesforce Sales Cloud, Approval Processes, Email automation, Reports, Dashboards
- Project: Synchronization of quotes between external product configurator ‘SPM’ and Salesforce
- Task(s): Project management, requirements gathering, solution design, development, QA, testing, data migration
- Description: As Solution Architect, Michael Haase implemented the connection between Salesforce and the Koenig & Bauer product configurator ‘SPM’ via the middleware ‘Cache’. He recorded the sales department’s requirements for the business process and data flow and developed the architecture for the required solution. He established an end-to-end solution for user interaction with Salesforce and SPM and reliable data exchange between Salesforce and SPM via the ‘Cache’ middleware. This made the opportunity pipeline of the ‘Sheetfed’ business unit much more transparent through the data enrichment achieved and increased sales success, as relevant sales information became more readily available.
- Technologies used: Salesforce Sales Cloud, Schema Builder (data model), Flow Builder, APEX, Middleware ‘Cache’, Visio
03/2013 - 04/2015 BCS Broker Credit Service
- Project: Salesforce Implementation
- Task(s): Implementation of Salesforce for the sales and service departments
- Description: As a Salesforce Solution Architect, Michael Haase led the implementation of Salesforce for the sales and service departments at BCS Broker Credit Service. He was responsible for the end-to-end project, from gathering requirements to designing the solution, implementing it, and providing user training.
- Technologies used: Salesforce Sales Cloud, Salesforce Service Cloud, Data Migration Tools, Schema Builder, Flow Builder
09/2010 - 02/2013 OAO Otkritie Bank
- Project: Salesforce Sales Cloud Implementation
- Task(s): Implementation of a CRM system for managing client relationships
- Description: Michael Haase led the implementation of a CRM system at OAO Otkritie Bank. His responsibilities included requirement gathering, solution design, implementation, and user training. The CRM system improved the bank’s ability to manage client relationships and streamline operations.
- Technologies used: Salesforce Sales Cloud, Data Migration Tools, Schema Builder, Flow Builder
- Project: Business Process Optimization
- Task(s): Optimization of business processes using Salesforce
- Description: Michael Haase optimized various business processes at OAO Otkritie Bank using Salesforce. He designed and implemented workflows and automation to improve efficiency and reduce manual tasks.
- Technologies used: Salesforce Sales Cloud, Flow Builder, Schema Builder