Data typed three times.
Customer data travels by copy-paste from email to the DMS to your accounting tool. Every system has its own state, none are reliably aligned.
Intake · Copy-Paste · DriftTools are there.
Connections are missing.
You already own your systems, whether Microsoft 365, industry software, a DMS or DATEV, and anyone can use AI today. What is missing is the connection between them. We close the gaps between your tools, build the automation, operate it and stand behind it, so handoffs, documents and follow-ups run on their own instead of depending on one person. Not a project left on your team's desk: self-hosted in EU/Germany, GDPR-compliant, DPA per Art. 28, no vendor lock-in.
Or start with the Workflow Check · fixed price € 1,250 · 1 week · creditable →
§ 014 to 6 weeks until the first process runs in production.
§ 02We build it and keep operating it, with monitoring and ownership.
§ 03No vendor lock-in. The code and documentation are yours.
Fig. 01 · Integration Map
§ IThree Patterns
Your tools work.
The spaces between them don't.
Across the organisations we have analysed, the same three friction points show up everywhere, regardless of size, stack, or sector.
Follow-ups rely on individuals.
Whether documents get requested, deadlines tracked, or customers informed depends on one person remembering. Holiday equals standstill.
Memory-Reliance · Ops-RiskNobody sees the full status.
Which case is waiting on what? What's missing, what's overdue? Without a cross-system picture, idle time and clarification ping-pong emerge.
Status-Blindness · Mail-Ping-Pong§ IIMethod
No big project.
A clean cut through the bottleneck.
Teams don't need a transformation show. They need one resilient live process, and the confidence that it won't hinge on the consultant.
Analysis
We find where manual work lives between your systems and which process has the highest leverage, not via a discovery call, but through a focused workflow check.
- Process walk with assistants
- System map & break points
- Bottleneck prioritisation
Integration
We build the connection: data flows automatically, handoffs run rule-based, status is visible everywhere. Productive after 4-6 weeks, not 6 months.
- M365 Graph, APIs and your systems
- Owner, status, escalation
- Test on real data
Live operation
The workflow runs on your stack. Self-hosted, GDPR-compliant, fully documented, handover-ready for assistants, back office, or a different vendor.
- Runbook & monitoring
- Team training
- Monthly review, optional
§ IIIKey numbers
Numbers from live integrations.
4-6weeksUntil first
workflow live
workflow live
20Businesses in
our benchmark
our benchmark
365Days a year
operated & monitored
operated & monitored
0Vendor lock-in.
Documented & handover-ready.
Documented & handover-ready.
§ IVVoices
What clients say about the operative side.
Erstreaktion deutlich schneller.
Intake automation clearly accelerated our first response. Status is transparent now, noticeably fewer enquiries slip through.
Partner·Employment law firm · Europe
Three clear status stages instead of mail ping-pong.
Monthly planning, AI copy and publishing in one workflow, including approval. Social is now predictable without starting from zero each week.
Partner·Business law firm · EU
A visible state for assistants and partners.
We finally know which enquiries are open and who owns them. The support team saves real time because status queries disappear.
Office Manager·IP boutique · International
Checklists and documents without Excel.
Client onboarding is now automatic: checklists, document requests, deadline setting. We used to manage this in tables.
Managing director·Tax advisory · Europe
§ V · Next step
Describe the one bottleneck
that costs you the most.
We usually respond within 24 hours with a concrete assessment or a precise follow-up question. No sales funnel, no mandatory discovery call.