PRODUCT PORTFOLIO

Digitalization, AI and compliance for Swiss SMEs

Choose exactly the digital solutions your business needs today. Each product works independently and can be connected with others when that creates concrete business value.
Digital solution portfolio for Swiss SMEs with AI, CRM, document management and compliance

No new all-in-one platform

Many digitalization projects start with a large software platform, long introduction projects and high investment.

KMU Digitalwerk follows a different approach: start with the solution that creates value now, keep existing systems where possible and integrate only when the connection helps the business.

Individual solutions. Connected when useful.

No platform pressure

You do not have to buy everything or replace your existing system landscape.

Start where the need is

Start with a website, CRM, document management, ERP integration, AI, mobile processes or compliance.

Expand without starting over

Additional solutions can be added later and connected to existing systems.

Digital customer contact and sales

Professional websites build trust, explain services and generate new inquiries. They can stand alone or connect directly with CRM, automation and AI.

CRM and customer management

A CRM gives visibility over prospects, customers, offers, activities and open tasks. Leads are processed structurally and website inquiries can be captured automatically.

KMU Digitalwerk remains vendor-independent and aligns CRM with a measurable customer process.

Document management

Document management makes contracts, invoices, offers, supplier documents, policies, quality records, HR files and audit evidence secure, structured and easy to find.

It can run independently or become a knowledge base for AI, compliance and internal workflows.

ERP and ERP integration

Existing ERP systems usually do not need to be replaced. We connect customer data, supplier data, items, orders, projects, invoices, stock, accounting, working time, cost centers and master data with new digital solutions.

The ERP remains the core system. Complementary solutions use existing data without unnecessary double entry.

Mobile information and control systems

Mobile solutions bring relevant information to employees in the field, production, warehouse or on site with customers: checklists, work orders, service jobs, quality controls, maintenance, logistics, photos, approvals and status updates.

AI with practical value

AI assistants answer questions, support employees and make company knowledge easier to use. They access only approved content and data sources.

AI-supported offers

Inquiries can be analyzed and turned into offer drafts. Final control always remains with the company.

Document analysis and knowledge search

AI can summarize contracts, policies, invoices, manuals and other documents, identify deadlines, risks, clauses and audit evidence.

Automation

Recurring steps can be automated: create a CRM lead, classify documents, create tasks, start approvals, prepare offers, take over ERP data, trigger reminders or update dashboards.

Automation is used only where it saves time, reduces errors or increases transparency.

Compliance as part of digitalization

Compliance should not be added afterwards. We connect requirements with real business processes, data and documents: ESG, AML, AI Governance, EU AI Act, privacy, information security, risks and audit evidence.

How solutions can work together

An inquiry arrives through the website, becomes a CRM lead, is analyzed by AI, prepares an offer, passes data to ERP, archives documents and updates management dashboards.

Each function can be used independently. Connections are created only when they are useful.

Start small

You do not have to implement everything at once.

Start with sales

Website, form, CRM, AI-supported offers and ERP integration.

Start with documents

Document management, AI search, contract analysis and compliance evidence.

Start with compliance

ESG, AML or AI Governance, data integration, documentation, dashboards and automation.

Start with operations

Mobile information systems, ERP connection, documentation and dashboards.

Benefits

  • invest only where value is created
  • keep existing systems
  • avoid unnecessary dependency
  • move forward in controlled steps
  • reduce manual work
  • improve decisions with structured data
  • embed compliance into operations
  • use AI with approved company knowledge

Our approach

  • Understand needs, systems, processes and goals.
  • Define the starting point with the highest short-term value.
  • Respect existing systems.
  • Implement a clear, tailored solution.
  • Review value after launch.
  • Expand only when clear additional value exists.

No mandatory software suite

KMU Digitalwerk is not a rigid software suite. We offer digital products, integrations and tailored implementations that solve concrete problems.

Request a first consultation

Discuss the right starting point

We review your digital starting point and show which next steps make sense for your SME.