Microsoft 365 & Copilot Adoption
Main mandate Bank Vontobel since 2022 · Microsoft-certified (Service Adoption Specialist) · M365 practice since the first rollout in 2015
Curriculum Vitae · As of 2026
Fabrizio Marra
Turning M365 licences into real output.
Microsoft 365 & Copilot Consultant · Founder worksmart365 GmbH
I connect three worlds that usually stay separate: Enterprise IT (mandate Bank Vontobel), empowering people (training, e-learning, adoption) and own products (Co-Founder Geldfuchs). What I recommend, I've built, trained or lived myself.
📍 Lucerne, Switzerland
💼 Interested in exciting mandates & projects
10+
Years of M365 experience
6
Years via worksmart365 GmbH
20+
Projects supervised
∞
Versatile interests
Career
Milestones & Stations
From banking studies through enterprise IT to own products – a common thread: using technology and money so that more time remains for what matters.
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Since 2026 · Product
Geldfuchs – Co-Founder & Developer
Financial analysis and planning app for Switzerland · geldfuchs.ch
Together with my co-founder, I am building the best personal finance app in Switzerland – from birth to estate. Your finances finally understandable.
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- In-house tax engine: all 26 Swiss cantons mapped exactly, verified against official sources
- Receipt scanner with AI text recognition, camt import (Swiss banking standard), pension analysis
- Tech stack: React, TypeScript, Supabase, PostgreSQL with Row Level Security, Edge Functions
- Security audit, data protection to Swiss standards – Privacy by Design
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Since 2026 · Product
worksmart365 Academy – Developer Corporate Learning
E-learning formats for Microsoft 365 & Copilot
Scalable on-demand learning formats for Microsoft 365, Copilot and modern working methods – for DACH companies that want to empower their employees.
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Since 2025 · Brand
livesmart365 – Founder of the umbrella brand
The synthesis of smart work and wise money management · livesmart365.ch
Those who have their work under control (worksmart) and put their money to work (investsmart) gain freedom for a self-determined life (livesmart). Brand architecture, positioning and content from one source.
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Since 2022 · Main Mandate
Bank Vontobel – Microsoft 365 & Copilot Adoption
Mandate via worksmart365 GmbH · Zurich · vontobel.com
I support Vontobel's M365 project team in the digital transformation – with a focus on sustainably empowering employees, change management and developing everyday collaboration.
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- Consulting for various business units and teams on adopting new ways of working with MS Teams, SharePoint & Co
- Training across all hierarchical levels – from interns to the executive board
- Design and production of scalable on-demand learning formats and learning paths
- Building and maintaining an internal M365 champions community
- Copilot rollout: developing, testing and integrating use cases into daily work
- Supporting change and communication teams, testing and feedback loops with project teams
- Tailored user guides and video formats for everyday work
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Since May 2021 · Publication
investsmart365 – Author & Publisher
Independent financial education for Switzerland · investsmart365.ch
Financial education for the people of Switzerland – free, ad-free and without sales intentions. From ETFs and pillar 3a to taxes and estates.
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Since March 2020 · Founded
worksmart365 GmbH – Founder & Owner
Consulting, Training & Adoption for Microsoft 365 and Copilot · Lucerne · worksmart365.ch
I support Swiss organisations – from SMEs to large enterprises – in successfully implementing Microsoft 365 and sustainably embedding modern, efficient working practices.
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- M365 expert with focus on organisational development and user adoption
- Simplifying work organisation, improving processes, taking digital collaboration to the next level
- Registered in the Swiss commercial register: UID CHE-409.854.789
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May 2015 – Dec. 2020 · 5 years 8 months Employment
Brand Leadership Circle – From Intern to IT Manager
Corporate group for brand-oriented management · Steinhausen ZG · brandleadership.ch
In five and a half years from intern to IT Manager: I led the entire group's IT to the cloud – introduced Office 365 company-wide and built a cloud-first, mobile-first infrastructure.
Show the three stages
- IT Manager (10/2017 – 12/2020): Modernising IT infrastructure based on Office 365 towards Cloud First / Mobile First – for a flexible, location-independent and customer-centric way of working. Continuous improvement of the IT experience across the entire employee journey.
- IT Project Manager (11/2015 – 09/2017): Company-wide rollout of Office 365, introduction of Filewave for centralised management of all Apple devices, coordination of internal IT support.
- IT Projects Intern (05/2015 – 10/2015): Assisting the COO on IT projects and building the internal IT team.
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Feb. – Nov. 2014 · 10 months On the Road
South America – «the best gap in my CV»
Argentina · Chile · Bolivia · Peru · Ecuador · Colombia
Ten months, six countries, one backpack – from Ushuaia to Bogotá. Planning, budgeting and improvisation in four languages. The best school of life.
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July 2012 – Feb. 2014 · 1 year 8 months Research
Hochschule Luzern – Research Associate
KTI pilot project «ISO 26000 for Swiss SMEs» · Lucerne
Development of a practical guide and web-based tools enabling Swiss SMEs to implement corporate social responsibility according to ISO 26000 systematically – including building the online presence.
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Ongoing · to date Further Education
Continuous Learning
Via books, YouTube videos, learning by doing, AI – because the field changes faster than any curriculum.
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2010 – 2013 Studies
BSc Business Administration, Finance & Banking
Hochschule Luzern – Wirtschaft
Focus areas: Financial Investments, Financial Markets, Corporate Finance, Financial Accounting. Bachelor thesis «ISO 26000 – Implementation guide for Swiss SMEs», grade 5.5. Honoured by HSLU for a business plan for a student pub (team leader, grade 5.5).
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2012 Further Education
Diploma of Advanced Studies in Evaluation
Interview techniques and qualitative data analysis – the craft to properly capture user needs rather than guessing.
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2008 – 2011 · Alongside studies Student Employment
Working student – three jobs alongside studies
ewl energie wasser luzern · HEINEKEN Switzerland · Loas GmbH
Mechanical work for ewl (implementing the city of Lucerne's lighting concept «Plan Lumière»), event promotion for Heineken (open-air festivals, LUGA, Zuger Herbstmesse) and a commercial internship at Loas GmbH. Learnt early: getting things done, organising, working with people.
Skills
A Hands-On Doer
Strategic in thinking, pragmatic in execution.
Training & Corporate Learning
Training across all hierarchical levels at Vontobel · own worksmart365 Academy · scalable on-demand learning formats in production
Change Management & Communication
Supporting change and communication teams at Vontobel · LinkedIn recommendation from an HR client
Product Development & Software
geldfuchs.ch live – including tax engine for all 26 cantons, receipt scanner and camt import. Self-conceived, built and operated.
Personal Finance Switzerland
investsmart365.ch · Geldfuchs · Finance & Banking studies at HSLU
AI in Daily Work
Copilot rollout support at enterprise level · e-learnings on Copilot & prompting · this website and its products are AI-assisted
Certificates
Credentials
- Microsoft Service Adoption Specialist (CLD277x)
- Enabling Teamwork with Microsoft Teams (CLD267x)
- BSc Business Administration, Finance & Banking
- Matura (Swiss matriculation), Economics & Law
Languages
Communication
- GermanNative
- EnglishFluent
- ItalianGood
- SpanishGood
«He has a great ability to understand client needs and empower clients themselves, creating a lasting effect.»
«Our questions were answered immediately and precisely, allowing us to now use the system to its full potential. Highly recommended!»
«He took the time to understand our M365 situation and identified the key points. The concrete recommendations were implemented without any fuss.»
Next Mandate
What I'm Looking For
Organisations that want to work more efficiently – with M365, AI and sustainable adoption. Calculate your efficiency potential now →
Next Step
Does my profile fit your mandate?
Write to me – I usually respond within 24 hours. LinkedIn is ideal for a quick exchange, email for anything concrete.