More speed, less effort: processes smartly automated

Microsoft Bookings is a handy tool for handling requests and appointments digitally. Data is entered, the form is submitted, and the information automatically appears on the recipient’s screen. What’s missing, however, is a way to transfer the data into the ERP system. This process had to be handled manually – time-consuming and error-prone, and a major drain on the nonprofit organization REMAR.

The solution: a workflow built with the Microsoft Power Platform.

The name REMAR says it all: short for Rehabilitation of marginalized people, the Swiss organization is committed to supporting individuals who receive little or no help from society – offering them hope and a future. To fund its mission, REMAR provides services such as moving, cleaning, pick-up, and transport, 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 spend less time on the phone and to ease the pressure on them. We already use Business Central, with Yaveon as our partner. The topic came up through our colleague in accounting, and that’s how we got talking about a solution.”

The key question: how can the data arriving via Bookings be transferred directly into Business Central? After several analysis discussions, it quickly became clear: the right solution was a custom interface, created easily with Power Automate and connected to Business Central.

Microsoft Power Automate is part of the low-code Microsoft Power Platform and helps companies boost productivity by automating and optimizing business processes. At REMAR, this meant automating the handling of website requests. The interface built for the project creates an automatic connection between Bookings and Business Central – extending the scope of the ERP solution and breaking through its limits.

In practice, this means: as soon as a prospective customer submits the form on the REMAR website, the Power Automate workflow is triggered. The data is then automatically transferred to the ERP system.

"The project was able to start quickly, but timelines shifted, and at first, there were some issues with transferring data. Together with our Yaveon consultant, however, we resolved these challenges. Step by step, the implementation was carried out in close collaboration until the interface was up and running,” explains Oliveira. “Our Yaveon consultant guided us very well through the project, explained the processes and product functions clearly, and managed to address every concern before it even arose. We were really very satisfied.”

REMAR has now been working with the interface for some time. The results speak for themselves: as intended, the workload has dropped significantly. “Since we started using the interface, our employees have so much more time,” says Oliveira with satisfaction. “I would definitely choose the solution – and Yaveon – again.”