Workflow & Process Automation
Processes that run by themselves — your systems talk to each other
We automate entire workflows end-to-end: from quote to order to invoice, onboarding or approvals. Instead of copying data from tool to tool, we connect your existing systems — CRM, ERP, accounting, email, spreadsheets — so processes run through without manual steps. Built for SMEs in Zurich and across Switzerland.
- Individual quoteafter the intro call
- 4-person team, ZürichStrategy and delivery
- 4 building blocks4 steps
Starting point
The problem: your tools don't work together
In many SMEs, processes run across five different tools that know nothing about each other. A request is captured in the CRM, retyped into the ERP, the invoice created separately in accounting, the status chased by email. Every handoff is manual work — copy-paste, media breaks, waiting times, typos. At Swiss labour costs that's expensive, and it slows you down: orders stall, information is out of date, no one reliably knows where things stand. Process automation closes these gaps between your systems so the workflow runs through on its own.
What we do
What we build
- 01
System integrations & APIs
We connect CRM, ERP, accounting, email and spreadsheets through stable interfaces — so data flows automatically between your tools instead of being copied by hand.
- 02
Workflow orchestration
Whole workflows like quote→order→invoice, onboarding or purchasing run as one continuous process — each step triggers the next automatically.
- 03
Document & approval flows
Documents are created, routed and approved — with clear rules on who signs off what and when. Where it helps, AI reads the content and pre-decides.
- 04
Monitoring & error handling
Every process is monitored. When something goes wrong, it escalates cleanly and a human decides — automation without blind spots.
How it runs
How we work
- 01
Process mapping
We map your workflow end-to-end and find the manual handoffs and media breaks that cost the most.
- 02
Connect systems
We integrate your existing tools via APIs and define how data and status flow between them.
- 03
Orchestrate & safeguard
We build the continuous workflow, define exceptions and set up human-in-the-loop for approvals and errors.
- 04
Measure & expand
We measure cycle time and manual work saved, then extend the automation to further processes.
What changes
What changes
- 01
No more copy-paste between systems — data flows automatically from tool to tool.
- 02
Shorter cycle times: orders, invoices and onboardings run through without waiting.
- 03
A reliable single source of truth — everyone sees where a case stands at any time.
- 04
Human in the loop — approvals and exceptions stay with your team, the rest runs by itself.
In practice
Questions
Frequently asked questions about Process Automation
What's the difference between process automation and AI automation?
Process automation connects your existing systems and orchestrates whole workflows end-to-end — so CRM, ERP and accounting work together without manual handoffs. AI automation comes in where unstructured content and decisions are involved: understanding documents, scoring leads, custom AI agents. In practice we combine both — the process provides the backbone, AI handles the spots where understanding is needed. See our AI automation page for more.
What does process automation cost and when does it pay off?
You usually start with a single, clearly scoped workflow rather than a big platform. The more manual handoffs and the higher the volume, the faster the automation pays off — at Swiss labour costs often within a few months. You get a transparent estimate of the effort and the time saved up front.
Is this compliant with Swiss data protection (revDSG)?
Yes, when it's built right. We rely on data minimisation, clear access rules, traceability of every handoff and — where needed — EU/Swiss-hosted or self-hosted systems, so your data never leaves a compliant boundary.
Where should we start?
The fastest payoff comes from the workflow with the most manual handoffs and the highest volume — typically quote→order→invoice, onboarding or recurring approvals. We start with one clearly scoped process, prove the impact measurably, then expand.
Next step
Which of your workflows is stuck on manual handoffs?
Tell us which tools you copy and wait between. We'll propose a concrete first sprint — measurable and with no commitment.
About the author
Tenzin Langdun
AI Expert & Marketing Lead at Hierarchy
Tenzin is an AI expert and marketing lead with an MSc in Artificial Intelligence from the University of Bath and over 10 years of marketing experience across strategy, paid acquisition, and SEO. He has held roles at leading organisations including KPMG, EY, Siemens, and Adnovum — with expertise in AI, cybersecurity, audit and consulting, and the insurance sector. Together with Martin Oswald, he co-authored an award-winning research paper on AI-based cancer detection, published in Nature and recognised with the National Siemens Excellence Award and the Lab Sciences Award.