Process Optimisation in Switzerland
Workflow audit and digitalisation. CRM, ERP, automation, and tool integration for greater efficiency.
Process Optimisation Process Optimisation
Process Audit
Complete mapping of your current workflows to identify inefficiencies and bottlenecks.
CRM/ERP Integration
Setup and configuration of CRM (HubSpot, Salesforce) and ERP systems tailored to your business size.
Workflow Automation
Automated workflows (Zapier, Make, n8n) to eliminate repetitive tasks and reduce errors.
Document Digitalisation
Paperless transformation with intelligent OCR and secure cloud archiving (FADP compliant).
KPI Dashboards
Real-time dashboards to track your key performance indicators and make data-driven decisions.
Training & Support
Team training on new tools and change management guidance throughout the transition.
Concrete solutions for your business
Admin Automation
Eliminate manual data entry, automate invoice processing, and sync accounting tools with CRM.
CRM & Sales Pipeline
Structured CRM with lead tracking, automated follow-ups, and conversion reporting.
SME Digitalisation
Complete digital transformation: from paper to cloud, with team training and ongoing support.
A proven 6-step process
Why optimise your processes with us?
Pragmatic approach
No unnecessary theory. We identify quick wins and prioritise high-impact actions for fast results.
Security & Compliance
All solutions comply with Swiss FADP. Your data stays secure and under your control.
Human-first support
We train your teams and support them until full adoption of new tools and processes.
Cutting-edge technologies
Tolosa Designs vs. Other agencies
| Feature | Tolosa Designs | Others |
|---|---|---|
| Customised on-site audit | ✗ | |
| No-code/low-code approach | ✗ | |
| Legacy system integration | ~ | |
| Training & change management | ✗ | |
| Swiss FADP compliance | ✗ |
Process Optimisation Process Optimisation
Audit & Diagnosis
In-depth analysis of your existing processes and identification of optimisation opportunities.
Strategy & Roadmap
Prioritised action plan with measurable goals and implementation timeline.
Implementation
Progressive deployment of chosen solutions with testing and validation at each stage.
Monitoring & Iteration
Result measurement, continuous adjustments, and dedicated support to maximise ROI.
Frequently asked questions
Is process optimisation suitable for small businesses?
Absolutely. Our solutions adapt to all business sizes. SMEs often benefit the most from automation, with visible ROI within weeks.
How long does an optimisation project take?
An initial audit takes 1-2 weeks. Full implementation varies from 4 to 12 weeks depending on process complexity.
What tools do you recommend?
We are tool-agnostic. Depending on your needs: HubSpot, Salesforce, Zapier, Make, n8n, Notion, Google Workspace. We always choose the best fit for your context.
Process Optimisation — Switzerland
We support businesses in every canton with solutions tailored to the local market.
Vaud
Lausanne · 840 000Geneva
Genève · 510 000Zurich
Zürich · 1'580 000Bern
Bern · 1'050 000Basel-City
Basel · 200 000Ticino
Bellinzona · 355 000Valais
Sion · 350 000Lucerne
Luzern · 420 000Zug
Zug · 130 000Fribourg
Fribourg · 330 000Neuchâtel
Neuchâtel · 177 000St. Gallen
St. Gallen · 520 000Solothurn
Solothurn · 280 000Aargau
Aarau · 710 000Thurgau
Frauenfeld · 285 000Graubünden
Chur · 200 000Schwyz
Schwyz · 165 000Jura
Delémont · 73 000Schaffhausen
Schaffhausen · 83 000Appenzell AR
Herisau · 56 000Appenzell AI
Appenzell · 16 000Glarus
Glarus · 40 000Obwalden
Sarnen · 37 000Nidwalden
Stans · 43 000Uri
Altdorf · 36 000Basel-Land
Liestal · 295 000Ready to transform your digital presence?
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