Process automation

• Staff move data by hand between systems and spreadsheets.
• Recurring reports are assembled from scratch every month.
• Two systems are only connected by printouts or file shares.

• Recording the routines with handling time, frequency and sources of error.
• Automation of recurring reports with Python or .NET.
• Connection of the systems involved through REST APIs or database access.
• Implementation in the Microsoft Power Platform when business teams should adapt it themselves.
• Automation of administrative tasks with PowerShell.
• Logging and notification so that failed runs are visible.

1. 01

   Assessment

   We follow the routine once from end to end and write down every step.

2. 02

   Prioritisation

   We rate the cases by effort and effect and select the first candidates.

3. 03

   Implementation

   We automate case by case and initially run the old and new processing in parallel.

4. 04

   Handover

   We document operation and error handling and train the responsible people.

• Process map of the recorded routines
• Prioritised list of automation cases with estimated effort
• Automations as scripts or services in the repository
• Operating instructions covering logging and error handling

• Fixed-price project

  Defined scope, agreed deliverables and a fixed price. Suitable when requirements and interfaces are documented.

• Time and materials

  Billing by hours worked. Suitable when scope is refined during the work or priorities change.

• Operations and maintenance retainer

  An agreed monthly hour budget for maintenance, updates and small extensions to existing applications.

Matching offering: Automation pilot · CHF 9'800.-

• Legacy modernisation
• Custom software and interfaces
• Cloud and Microsoft 365
• Data and reporting
• All services at a glance