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Process automation

Process automation in Lucerne

Typing up invoices, transferring data from one system to another, building the same report every month: work like this can be automated. In our projects, this has already resulted in 85% less manual work and 30 hours saved per week.

85%
Less manual work in invoice processing
30h
Time saved per week in the ordering process
90%
Shorter lead time for onboarding
95%
Fewer errors in material orders
Typical processes

Processes that are almost always worth automating

A process is suitable for automation if it occurs frequently, follows clear rules and requires a lot of manual work today. These are the ones we come across most often in SMEs.

Invoice processing

Incoming invoices are read via OCR, and the data is automatically extracted, checked and posted to the ERP. Only exceptions still land on your desk.

Onboarding & HR workflows

Contract, e-signature, system access, checklists and notifications run as one continuous workflow instead of a pile of paper.

Ordering & procurement

Stock levels are monitored automatically, orders are triggered when stock falls below the minimum quantity and sent directly to the supplier.

Reporting & analysis

Figures from several systems are automatically consolidated and sent out as a report – daily, weekly or on demand.

Data synchronisation between systems

Customer data, items or appointments stay in sync across your shop, CRM and accounting – without anyone entering data twice.

Custom workflows

Everything that doesn’t fit a standard pattern: we build the workflow with n8n and – where necessary – with our own extensions.

Is your process among them? We’ll calculate free of charge how much time automation would save you.

Have your process assessed
Approach

Start small, deliver fast

Large automation programmes often fail because too much is supposed to change at once. We take a different approach: we look for the one process with the greatest leverage and automate only that one first.

You then see the benefit in concrete figures after just a few weeks – and decide on that basis whether and where to go next.

We will also tell you when automation doesn’t pay off. A process that occurs twice a year shouldn’t be automated.

  1. Initial consultation

    A free conversation: where is time being lost today? We give you an honest assessment of effort and benefit.

  2. Process analysis

    We look at the workflow in detail – including the exceptions that aren’t in the manual.

  3. Concept & quote

    A concrete proposed solution with effort, schedule and expected savings.

  4. Implementation

    Development in short cycles, with a test run in parallel operation before switching over.

  5. Training & operation

    Introduction for your team, monitoring of the automation and adjustments when things change.

In practice

A real-world project

Trading company, Lucerne

Over 500 supplier invoices per month – processed automatically

A Swiss trading company used to enter over 500 supplier invoices by hand every month. Thanks to OCR recognition, automatic data extraction and integration with the ERP system, the invoices are now processed and posted automatically. Only what falls outside the norm is still checked manually.

85%
Less manual work
40h
Time saved per month
FAQ

Frequently asked questions about process automation

Your question isn’t listed? We’ll answer it personally – usually on the same day.

Ask a question +41 79 786 06 46
How much does process automation cost for my company?

The costs depend on complexity and scope. We offer a free initial consultation to analyse your requirements and prepare a tailored quote. Typically, the time saved pays back the investment within a few months.

Which processes are worth automating first?

Rule of thumb: processes that occur frequently, follow clear rules and require a lot of manual work today. In practice, these are often invoice processing, data transfer between systems, recurring reports and onboarding workflows.

How long does an automation project take?

A clearly defined process is often live within two to six weeks. We deliberately start with a single process so that you can see the benefit before larger budgets are committed.

What is the difference between process optimisation and process automation?

Process optimisation analyses and improves existing workflows to make them more efficient. Process automation goes one step further and replaces manual tasks with automated systems. We often combine both approaches, because automating a bad process only speeds up bad results.

What size of company is process automation suitable for?

For companies of any size – from sole proprietorships to large corporations. SMEs benefit in particular, because they have to achieve a lot with limited resources. We adapt the scope to your size.

What happens if a process changes later on?

Automations are not set in stone. We document them so that adjustments are possible and, if you wish, provide ongoing support. After an introduction, you can often make smaller changes yourself.

Which process costs you the most time?

Tell us about the workflow that annoys you most. In a free initial consultation, we’ll tell you whether automation is worthwhile.

Free initial consultation Or call us directly: +41 79 786 06 46
  • Free & no obligation
  • Reply usually within one business day
  • 30 minutes, honest assessment
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