Digital forms built in minutes, for internal and external use. Every submission then takes a defined path, with assignment, follow-up and an overview of every open case.
A hailstorm, a reorganisation, a new regulation, and suddenly a form is needed. The PDF takes an hour. Then 60 submissions come back by email, someone starts a spreadsheet, someone else chases, one case gets worked twice and two are left because the responsible person was on holiday. After four weeks nobody knows which case is in which state, and the analysis of how many incidents of which type were reported gets built by hand.
Capturing the data is not the work. Handling it afterwards is. These five points carry it.
Work it out with your own numbers. An event that triggers 60 reports costs roughly ten minutes per case in pure administration when handled manually: log it, assign it, chase it, keep the status current. That is ten hours before a single claim has been worked. More expensive than those hours, though, are the two or three cases that are left behind. Whether that means an angry customer, a missed notification deadline with your insurer, or a repeat of the same damage is something you know better than we do, and those cases are exactly why a workflow behind the form pays for itself.
This is meant for Swiss businesses and organisations with roughly five to fifty employees where more reports come in regularly than one person can keep in their head: property and real estate management, construction and trades, fiduciary and insurance offices, technical services, associations and cooperatives. Typically a few dozen reports per event, two to four people handling them, and a deadline set from outside.
It gives the most to those who work the same type of case again and again and look after it with several people. That is where it pays off to have the path defined once instead of agreed anew every time: whoever goes on holiday takes no case with them, and when the next wave arrives the form is already there.
Take the one that generates the most traffic in your organisation and put the existing PDF or Word sheet next to it: the fields on it are your field list. Added to that is what is written down nowhere today but sits in a colleague's head: who may file the report, which steps follow, who is responsible for which step, and after how many days without a response a reminder goes out. Then you publish the form, internally for employees or externally for partners and customers.
After that, little follows. You build the second and third form yourself, because the procedure is clear once the first one is done, and you build them when the next case calls for them. The only thing you have to bring along is what is still open: cases on the old route you finish there, and the spreadsheet that has carried the overview so far runs out with the last of those cases.
Talk, report, inform — without anyone keeping three programs open.
Inbox, appointments, documents, notes: the working day, not the toolbox.
From the first contact to the signed contract, in one unbroken chain.
What carries the business: orders, stock, assets, projects, tickets.
What the company knows stays findable — even when someone leaves.
Eighteen modules, one surface, one login. Not a patchwork of tools that know nothing about each other.
We build a form live, file a case, let the workflow run, and show you the case overview with the bottleneck in it. No contract, no preparation.