AI & automation
Data is entered twice, enquiries sit waiting, knowledge is locked in heads and folders. We connect your systems, automate clearly defined processes and use AI where text, documents or knowledge need processing: with checks wherever a person should decide, and with data in Switzerland where required.
Challenges
Typical situations from daily work and how we approach them.
How we solve it
An automated process takes the data from a form, an email or the CRM and creates it in the other systems. Errors and duplicates are detected and reported instead of passing silently.
More on this in our blogHow we solve it
An AI assistant reads new emails, recognises the request, gathers the information it needs and prepares a draft reply. Nothing is sent until your team has checked it.
More on this in our blogHow we solve it
We run AI in a protected environment, with data in Switzerland where available. Your inputs are not used to train the models, and access runs through your company accounts.
More on this in our blogHow we solve it
We test every solution before it goes live with real examples from your work, measure how often it gets things right and agree what may run automatically and what needs approval. Every step is logged.
Offerings
Each offering can be booked on its own or combined with others. We agree the exact scope together.
One process across several systems, traceable and with clear exceptions.
Holidays, expenses or purchases: requests run digitally, and their status is visible at any time.
CRM, accounting, web shop and line-of-business applications exchange data instead of someone retyping it.
Excel lists and paper forms become applications for the office and on the move.
AI right inside the programs your team already uses: drafting text, summarising meetings, finding information.
Classify incoming enquiries, gather information and prepare replies.
Capture information from receipts, orders or contracts reliably and pass it on.
Answers from your manuals, templates and policies, with sources to check.
An assistant on your website answers frequent questions from approved content and passes the rest to your team.
Clear rules for using AI in the company, and a team that knows them.
Your own AI solutions in your environment, with data in Switzerland where available, protected access and monitored costs.
Key figures from different systems in a report that updates itself.
An example project
An enquiry arrives by web form or email. The contact is recorded in the CRM automatically, AI summarises the request and a quote is prepared as a draft. Once you approve it, it goes out, with a reminder if no answer arrives.
That depends on your environment. If you work with Microsoft 365, we often use the automation and AI already included in it. For many different systems or special requirements, we use other proven tools. What matters is that your team can use the solution and carry it forward.
More on this in our blogWe choose AI services so that your inputs are not used to train models, and we check the terms for each use case.
AI makes mistakes. That is why we test with real examples, check results against rules and let a person decide anything uncertain. Only what has proved reliable in testing runs automatically.
We clarify the task, examples from your daily work, the systems involved, how confidential the data is and who checks the results.
Our approachFurther reading
How AI and automation help Swiss fiduciary, accounting and tax firms today, where they fall short, and how to start safely with review and data protection.
Read moreClient data does not belong in public chat tools. How SMEs can use Azure OpenAI in Microsoft Foundry and control where their prompts are processed.
Read moreBefore buying Copilot licences for everyone, sort out permissions, sharing links, sensitivity labels and a pilot group. A practical guide for Swiss SMEs.
Read more