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Your AI can't answer the question that matters most.

How is the business actually doing?
Not because the AI is bad. Because your data is scattered across twelve spreadsheets, three tools, and someone's head.

THE DIAGNOSIS

Your data isn't where you think it is

  • Twelve Excel files "everyone knows about"

  • Three tools that don't talk to each other

  • One CRM that two people actually use

  • An accounting system only your accountant understands 

  • The rest lives in your head, your sales lead's head, and one spreadsheet nobody's allowed to touch

That's not a failure. It's how most 50-to-200-person companies run in 2026.

But it means when you ask something simple - which customers went quiet this year? which products are losing us money? are we going to hit the quarter? - the answer takes a week, three meetings, and four follow-up emails.

By the time you get the answer, the question's moved on.

That's the reason your new AI tools feel like expensive autocomplete.

WHY AI ALONE WON'T FIX IT

65% of Swiss SMEs have AI in their strategy.

But only 13% have a measurable result from it. The difference is the foundation underneath.

The AI is not the problem. It just has nothing reliable to read.

  • Companies buy ChatGPT, Copilot, a Breeze add-on - and expect everything to change. A few months later nobody's using them.
  • Here's why. An AI agent needs something to work with. When your customers live in one system, projects in another, finances in a third, and Excel is the glue holding it together, there's nothing for the AI to actually read.
  • It'll write your emails. It'll summarise your meetings. But ask it how the business is doing and it goes quiet - because no one ever showed it what the business is.
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WHAT IT LOOKS LIKE WHEN IT WORKS

Chat with your Data™. Ask a real question. Get a real answer.

Once everything runs on one connected foundation - customers, projects, suppliers,  sales and marketing — you can ask in plain language and get an answer in seconds.

Which customers in our core region haven't ordered in 12 months and spend over CHF 25,000?
 
Show me every project more than 10% over budget, by project manager.
 
Which suppliers’ lead times have increased since January?
 
What's our best-margin product line this quarter, and who's selling it?
 
Not a chatbot.

Your business, finally talking back.

We do not sell another chatbot. We assess and improve the systems, processes and data underneath it, so CRM, automation and AI can actually work.

After more than eleven years improving CRM, data and digital processes across Switzerland and the Nordics, HubSpot is usually where we land for the foundation - but only if it fits. Sometimes it's Salesforce, Dynamics, or something else entirely.

WHERE THIS FITS

Two moments where we're worth the call

The modernization moment
You've outgrown your tools. Growth has stalled on the operations side, and you know something has to change - you're just not sure where to start. We start with the Audit.   
The succession moment
The next generation is taking over. The best time to fix the operational backbone is before new leadership inherits a decade of workarounds living in one person's head.  
HOW WE WORK

Digitalization in three steps

We typically help Swiss SMEs with 50 to 200 employees through digitalization — from spreadsheet chaos to a system that can answer questions.

Understand We map your tools and data, interview your team, deliver a written roadmap. Quick wins. A phased 6–12 month plan. No commitment beyond the audit.  
Build

Migrate tool sprawl to a unified backbone - usually HubSpot. Redesign core processes. Structure data properly. Train the team.

 
Grow

The foundation runs. AI agents layer in progressively. Marketing activates on top. Long-term value compounds.