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Digitization & Automation

Automation & AI for SMEs

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Starting point

Many of your processes work – but they cost time, nerves and money every day.

In many companies, orders, quotes, forms, communication or customer cases still run manually. It has grown over the years, it somehow works – but it eats up resources.

Every day you struggle with:

  • Rising cost pressure & staff shortages
  • Manual, repetitive tasks
  • Error-prone processes, media breaks, and tools which do not interconnect
  • A customer experience that suffers – and in 2026 that is a real competitive disadvantage
  • No clear view of day-to-day operations – in management or in administration

Everything takes longer, burdens employees and keeps you from your core business.

Or the business does not run without you.

Services

What we can solve for you.

We analyze the AS-IS state and implement digital business processes.
That brings first relief – and lays the foundation for further automation.

01

The foundation: digital data management

Everything in one place – clean, current, connected.

You may be working with (two to twelve) Excel files.

Perhaps you use industry-specific standard software or run isolated solutions.

Or perhaps many documents still sit on paper in binders.

Together, we create a solid (data) foundation.
So that in 2026 you can take the next steps for your business at all.

  • Customer relationships (CRM)
  • HR
  • Real estate & assets
  • Quotes
  • Project management
  • Service orders
  • Products
  • Invoices
  • Sales & acquisition
  • Accounting & finance
  • Customer service & support
Tools
  • Airtable
  • make.com
  • Zapier
02

Data capture & forms

Digital forms instead of paper. Structured data instead of chaos.

  • Forms for structured data capture
  • Legible entries, no manual capture errors
  • Data integrated in real time – ready for further processing without detours

Your benefit: No more typing and reading errors, and data that is processed right away.

Tools
  • Jotform
  • Airtable
  • Fillout
  • Google Forms
03

Contracts & documents

Processing on autopilot.

Contract out → digital signature → data distributed → communication automated → filed neatly.

Ideal for:
Registrations, memberships, contract signings, payment-related documents, internal approvals and authorizations.

Your benefit: From signing to filing without paper and without chasing.

Tools
  • Jotform
  • DocuSign
  • make.com
  • Zapier
04

Automation & integration

Connecting systems and automating end to end.

  • Connecting multiple systems with no-code & low-code applications
  • Cross-system process automation – including AI integration
  • Automated data transfers, emails, approvals, reports

Your benefit: Less copy-and-paste between systems, more time for your core business.

Tools
  • make.com
  • Zapier
05

Bots & agents

Answer, explain, route, query data – fully automatic.

Virtual assistants complement your daily operations:

  • LLM-powered, knowledge-based chatbots interactively serve your website visitors
  • Voicebots support your customer service naturally, 24/7 – as phone assistant, AI-powered answering machine or in first-level support

Your benefit: Inquiries are answered around the clock, your team handles the complex cases.

Tools
  • 24bot by Answerly
  • fonio
  • Retell.ai
06

Communication

Transactional emails, reminders, confirmations of receipt – all automated.

Your benefit: Customers stay informed without anyone having to follow up manually.

Tools
  • Brevo
  • Jotform
  • make.com
  • Zapier

Use cases

What this looks like in practice.

Concrete examples of how your processes can run digitally within a few weeks.

  • Digital phone assistant for trades, medical practices, car dealerships, hotels

    Always reachable, no more missed calls, automated processes.

  • Virtual customer service & reception

    Take calls, clarify questions, transfer, book appointments. All on autopilot and 24/7.

  • Chatbots for visitor support on your website

    Answer frequent questions automatically, capture & route inquiries, trigger actions automatically – around the clock.

  • Customer & order management for trades & service providers

    Quote, invoice and communication – digital end to end.

  • Automated contracts & customer onboarding

    From form to approval – fully automatic.

  • Digital solutions for public institutions

    Forms, approvals, communication – all digital.

Benefits

What's in it for you?

Your benefits and what changes for you.

  • Efficiency up

    Fewer manual steps, fewer follow-up questions, less duplicate work.

  • Costs down

    Automated processes instead of expensive staff hours.

  • Higher quality

    Fewer errors, clear responsibility, predictable quality of results.

  • Better customer experiences

    Be faster, digital, service-oriented – just as customers expect.

  • More transparency in daily business

    Inquiries, orders, customer concerns – everything traceable.

In short:

Customers who come back to you.

References

Project examples

  • Application & contract

    From paper to digital: digitizing application & contract processes

    Complete digitization of an application and contract process including a signature workflow in child care.

  • Public administration

    Automating a membership process in public administration

    Fewer manual steps, shorter lead times and better traceability.

Technologies

What do we build it with?

Proven tools and technologies.
Secure, privacy-conscious and scalable.

  • Data management & forms

    • Airtable
    • Microsoft365
    • Google Workspace
    • Jotform
    • HubSpot
    • Zoho One
    • Pipedrive

  • AI, bots & voice

    • Claude
    • GPT / OpenAI
    • Answerly
    • tawk.to
    • fonio
    • Retell.ai
    • ElevenLabs

  • Automation

    • make.com
    • Zapier
    • HubSpot Automation
    • Pipedrive Workflows

  • Communication

    • Brevo
    • Mailjet
    • Twilio

Security & compliance

  • Privacy-conscious design and implementation
  • Hosting within the EU or Germany (depending on the provider)
  • Data minimization and no unnecessary data storage
  • Transparent access rights
  • On request: EU/GDPR-compliant data processing
  • On request: data protection impact assessment (DPIA)
    with your data protection officer

How do we start?

Get more out of your business.

Our offers

  • Digital Check

    Where can you save time?

    You tell us what costs you time day to day, where employees keep doing the same things or where things regularly get stuck. We look at it together and show you where digitization and automation can make sense.

    Ideal for trades, service providers and small businesses that need a compass.

    What you take away:

    • First concrete starting points
    • Assessment of effort & benefit
    • Your individual digitization roadmap with concrete measures
    Request a digital check

  • 30-Day
    Digital Optimization Sprint

    Together we prioritize the most important levers, take one productive automation live and develop a 100-day plan for scaling.

    Result: noticeable relief, first cost savings and a clear roadmap.

    Ideal for service providers and businesses that are ready to start now.

    What you get:

    • 30-minute intro call
    • 4 hours of audit sessions
    • Analysis, measures & prioritization
    • Prototype with room to expand
    • 100-day plan for further implementation
    Request the optimization sprint

  • Your custom solution

    Do you have an idea how to free yourself or your employees from daily routine tasks and are looking for a partner to implement it?

    Talk to us.
    Together we develop the right process and build it with digital solutions.

    Ask now