More speed, less expenditure: Processes cleverly automated

Microsoft Bookings is a practical tool for processing inquiries and appointments digitally. The data is entered, the form is sent and the relevant content automatically appears on the recipient's screen. What is missing, however, is the option to transfer the information to the ERP system. This process is cumbersome and error-prone and is carried out manually - a task that costs the non-profit organization Remar a lot of time. The right solution: a workflow with the Microsoft Power Platform.

Remar is both a name and a goal, as Remar stands for the "rehabilitation of marginalized people". The Swiss organization has set itself the task of helping people who receive no social support, giving them a future and hope. To finance this, Remar offers services such as removals, cleaning, pick-up services and transportation, which can be requested via the website. Paulo Oliveira, CEO of Remar Switzerland, recalls: "There was a lot of manual work behind the coordination. I wanted our employees to stop having to make so many phone calls and free up their time. We use Business Central and are supported by Yaveon. The collaboration runs via our colleague from accounting and that's how we got talking about it."

We looked into how the data that Remar receives through the Microsoft Bookings app could be transferred directly to Microsoft Business Central, and that kicked off an extensive analysis. It quickly became clear that we needed an interface via Power Automate, to connect to Business Central.

Microsoft Power Automate is a tool from the low-code Microsoft Power Platform that helps you work more productively. To do this, it automates and optimizes business processes, just as Remar automates and optimizes the processing of inquiries via the website. The interface developed for the the project establishes an automatic connection between Microsoft Bookings and Business Central. Breaking the boundaries of the IT solution, and expanding its scope.

In practice, this means, as soon as a prospect signs up using the form on the Remar website, the Power Automate workflow is informed, and responds.  It then automatically transfers the data to the ERP system.

"The project was able to get off to a quick start, but the timeframe had shifted in the meantime, and there were initially some discrepancies in the transfer of data. However, together with our Yaveon consultant, we were able to solve these challenges," says Mr. Oliveira. The implementation was gradually completed, with close cooperation between Remar and Yaveon, until the interface was successfully installed and in use. "Our Yaveon consultant guided us very well through the project, explaining the processes and the functions of the product. He was able to ease any worries we might have had in advance. We were extremely happy."

Remar has now been using the interface for some time. The results are impressive because, as desired, the workload has been significantly reduced. "Since we've been using the interface, our employees have a lot more time," says Mr. Oliveira happily. "I would definitely choose the solution and Yaveon again."