Professional Experience Stephan Tobler

Year of Birth





Senior Principal
BI Strategy & Scoping

Founder & President BI Vision GmbH






Fluet in spoken and written


Fluet in spoken and written



Areas of Special Expertise

Methods /


Strategy and Scoping for BI environments
Business Process Design
Agile Project Methods (SCRUM)
Evaluation of appropriate technologies for customer?s specific needs
Business and technical requirements management
Business Intelligence Competency Center - Organizational Setup
Information Evolution Assessment - Methodology
End-to-End Business Intelligence Platform - Reference Architecture
Integrated requirements, configuration and test management
Data Governance and Enterprise Information Management (EIM)
Enterprise Risk Management


Banking, Insurance, Credit Card Issuers, Telecommunications, Public Services, Supply Chain Management, Manufacturing

Management Experience

Managing Director
Management and coaching of complex international projects


High communication skills at all levels of an organization.
More than 25 years of experience in data warehousing, business intelligence and advanced analytics.
Strong competence in methodologies to form the vision and strategy as well as design the functional solution architecture.



Project Experience (Excerpt)

since November 2018

Credit Card Processor and Issuer, Switzerland

  • Business requirements analysis for various digitization projects
  • Support the implementation processes from a business perspective

2015 – 2018

Credit and Leasing, Switzerland

  • Business requirements analysis for the development of a new MIS and ad-hoc analytical platform with involvement of the management board, sales, finance, marketing, operations and risk management
  • Project support throughout the entire development phase
  • Test management and functional quality assurance
  • User acceptance testing

2014 – 2018

Automotive / Manufacturing, Germany

  • Project management support for a new quality and production analytics solution
  • Coaching of project team (project management, IT and analysts)
  • Alignment of project goals to business expectations
  • Test strategy and design as well as test scenario definition
  • Support the customer in selecting the right 3rd party supplier
  • Define and establish governance processes and roles
  • Define and implement quality assurance processes
  • Support advanced analytical use cases

2016 – 2017

Credit Card Issuer, Switzerland

  • Support program to introduce new card products
  • Impact analysis on existing DWH and BI environment
  • Project management focused on DWH/BI changes


Banking, Switzerland

  • Support the migration of a SAS reporting platform from zOS/DB2 to Linux/Exadata

2015 - 2016

Credit Card Issuer, Switzerland

  • Operationalization of the existing DWH and analytics platform
  • Analysis of the existing application architecture
  • Elaborate on migration concepts and scenarios
  • Project management

2015 - 2016

Banking, Switzerland

  • Develop architecture scenarios for the future BI landscape
  • Define governance processes and roles in the BI context

2014 – 2015

Payment Services, Switzerland

  • Analysis of the functional and technical impacts related to the complete migration of the processing, CRM and reporting environment


Public Transport, Switzerland

  • Strategy and roadmap for the extension of an existing MIS
  • Define governance processes including change management, user support, quality assurance and testing


Credit and Leasing, Switzerland

  • Vision, strategy and functional solution design for the replacement of an existing MIS
  • Alignment of solution design to regulatory requirements
  • Define key governance processes
  • Evaluate project and application risks
  • Agree on implementation plan with all stakeholders

2013 – 2014

Insurance (Life, P&C, Health), Switzerland

  • Strategy for the future analytical BI platform
  • Design governance processes and roles
  • Develop the roadmap to harmonize analytical and standard BI reporting environments
  • Support the BI Competence Center related to their deliverables with alignment to the overall strategic BI architecture

2012 – 2013

Credit Card Issuer, Switzerland

  • Conception of the Analytical Workbench for multi-channel marketing campaigns
  • Assessment of the functional requirements with business representatives and the marketing analytics team
  • Design the functional architecture, including data mining model management, automation and optimization of marketing campaigns

2012 – 2013

Credit Card Issuer, Switzerland

  • Assessment of the data warehouse and analytical platform related to PCI/DSS compliance
  • Propose high-level solution approach

2011 – 2014

Credit Card Issuer, Switzerland

  • Design of the integration concept of the new customer loyalty program into the analytical DWH platform

2011 – 2014

Automotive / Manufacturing, Germany

  • Support proof of concept for quality life cycle analysis
  • Help create the vision for long-term improvement of quality across all production processes.
  • Assess business and technical requirements and define the long-term BI strategy

2011 - 2012

Automotive Supply Chain & Demand Management, Germany

  • Strategy and Scoping for enterprise-wide SCM BI platform.
  • Information Architecture and Data Governance & Quality profiling
  • Definition of requirements and test management


Insurance (Life, P&C, Health), SE Asia Region, Hong Kong

  • Business Strategy and Scoping for regional Data Warehouse.
  • Strategy for Business Intelligence Competency Center.
  • Support for RFI/RFP process to select the appropriate solution technology and system integrator
  • Information Architecture and Data Governance & Quality profiling
  • Definition of requirements and test management.

2009 - 2011

Manufacturing, Switzerland

  • Project Management, high-level and detail-level design for the new consolidation and management reporting environment with SAP BFC


Insurance (P&C), Birmingham, UK

  • Project BI Programme; Implementation and enhancements of the en-to-end SAS Insurance Intelligence Solution

2008 – 2009

Telecommunications, Switzerland

  • Project Analytical Backbone (Campaign Management, Customer Segmentation, Customer Scoring, Customer Affinity, Churn Prevention)

2006 – 2008

Telecommunications, Switzerland

  • Project New BI (new architecture for replacement of the existing data warehouse)

2004 – 2008

Banking, Switzerland

  • Conception and development of Web-based, bank-wide reporting (SAS Web application for individual reporting)
  • Development of risk reporting with SAS
  • SAS architecture engineering on zOS and Windows server

2002 – 2006

Credit Card Issuer, Switzerland

  • Conception and development of data management layers in the analytical CRM environment with SAS

1999 – 2007


Banking, Switzerland

  • Business Requirements Engineering Credit Risk solution
  • Business Requirements Engineering Basel II
  • Business & IT Requirements for integrated metadata management
  • Processes und policies for testing & quality assurance

1998 – 2001

Banking, Switzerland

  • Conception, development and rollout of the SAS-based Corporate Credit Portfolio Management Data Warehouse


Car Manufacturer, South Korea

  • Design and implementation of a Changed Data Capture (Incremental Update) solution from zOS/DB2 to UNIX/Informix

1996 – 1997

Telecommunications, Switzerland

  • Conception and development of the data delivery environment with SAS, including changed data capture, for the private customer DWH, based on zOS/DB2 and AIX/Oracle

1996 – 1998

Government, Statistical Office, Switzerland

  • Development of the data acquisition layer for the Swiss educational statistics
  • SAS Engineering and user support and training