Real problems. Real solutions. Real results.

The Challenge

A Swiss care provider processed every supplier invoice on paper. Each one was stamped, physically walked between department heads for sign-off, and filed away in binders. Approvals stalled silently whenever a manager was on leave, nobody could say where a given invoice was without searching the building, and proving a complete approval history at audit time meant pulling folders by hand.

Our Approach

We built a fully digital accounts payable workflow on SharePoint Online and Power Automate. AI Builder OCR captures invoice data on arrival, so nothing is retyped. From there, each invoice moves through a three-stage approval chain with deputy routing — when an approver is unavailable, the invoice automatically continues to their deputy instead of waiting. Documents are archived to SharePoint with automatic 10-year retention applied at filing.

The Outcome

Supplier invoices are now handled end to end without paper. Every invoice carries a complete, timestamped audit trail from capture through final approval, retention is enforced by the system rather than by filing discipline, and no approval stalls silently — deputy routing keeps invoices moving even when approvers are away.

The Challenge

Sales inquiries arrived through two disconnected channels — a lead intake form on the client's website and a shared email inbox — with no consistent way to tell a genuine product or pricing inquiry from spam and noise. Every lead had to be read, judged, and manually forwarded to the right key account manager, which meant delays, inconsistent routing, and no clear record of who owned a lead or why it was assigned to them.

Our Approach

We built an automated pipeline that pulls leads from both the website form and the email inbox into a single flow. An AI processing step scores and filters each lead, screening out junk submissions and spam before anything reaches a person. Genuine leads are routed to the appropriate KAM or salesperson based on the inquiry, who can then accept or reject it directly. Accepted leads are automatically set with that person as the lead owner in D365. Rejected leads route instead to the Sales Ops team, who either discard them or reassign to a different owner.

The Outcome

Every inbound lead — form or email — now reaches the right person automatically, with junk filtered out before it ever creates work. Ownership in D365 is set the moment a lead is accepted, giving sales a clean, auditable record of who owns what and why, while Sales Ops handles the exceptions instead of the entire inbound stream.