Back-Office Automation: Automate Repetitive Tasks — Your Team Focuses on What Matters
What is back-office automation?
Digitize and accelerate administrative processes
Back-office automation refers to the digitization and automation of internal business processes that run in the background of a company: data entry and transfers, report generation, internal notifications, new customer onboarding, invoice preparation, forms, and structured communication processes.
Now also accessible and affordable for SMEs
For SMEs in Switzerland, back-office automation is no longer a technology exclusively for large corporations – today, with modern no-code and low-code platforms, it is also accessible and affordable for owner-managed businesses. Helda Solutions first analyzes which processes cause the greatest time expenditure and have the greatest optimization potential.
The Focus: fast, measurable benefits
Helda Solutions implements targeted solutions where the investment yields the fastest measurable benefit — not according to a template, but according to a structured process analysis of your specific workflows. The result is automation that provides immediate, noticeable relief and scales in the long term.
Typical processes that are worth automating
Invoicing, onboarding, reporting, and more
In almost every SME, there's a handful of processes that are handled manually daily or weekly and can be almost entirely automated: data transfer between CRM, email system, calendar, and accounting; internal notifications and alerting; report generation from multiple data sources; form and onboarding processes for new customers, employees, or suppliers.
Data synchronization without manual transfer
Information transferred manually from one system to the next is prone to errors, time-consuming, and can be fully automated. Helda Solutions sets up interfaces between your systems so that data is synchronized automatically and error-free — without your team having to intervene.
ROI Analysis: What's worth doing first?
For each SME, Helda Solutions evaluates which of these processes offer the greatest ROI for automation – meaning where the ratio of implementation effort to long-term time savings is best. This ensures that the automations bringing immediate and noticeable relief are implemented first.
Tools and Systems We Work With
HighLevel as the Central Platform
HighLevel is the primary platform on which Helda Solutions builds CRM, marketing automation, and back-office processes for SMEs. As an all-in-one system, HighLevel reduces the number of tools needed and creates a unified data foundation for all relevant business processes — from lead capture to invoice preparation.
Make for complex workflow automations
Make (formerly Integromat) is our preferred tool for complex, multi-stage workflow automations between different systems. It connects virtually any app and is significantly more powerful than simple solutions — ideal for SMEs that use multiple specialized tools and want to seamlessly connect them.
Proven Platforms for Swiss SMEs
The choice of tools always depends on your existing system landscape: Helda Solutions does not recommend what is technically most interesting, but what works best with what you already use — and what your team can operate themselves after implementation.
From analysis to the live system
Process Analysis: Which tasks occur how frequently?
A back-office automation initiative at Helda Solutions always begins with a structured process analysis: Which tasks occur how often? Where does the greatest manual effort arise? Which errors are repeated? Based on this, a clear action plan is created that prioritizes automations according to their impact and implementation effort.
Structured introduction with measurable results
Implementation will be gradual: First, automations with the greatest immediate relief effect, then the more complex workflows. Each implemented automation will be documented so that your team understands it, can adapt it if necessary, and does not remain dependent on an external service provider.
Ongoing optimization — not a one-time project
After the introduction, Helda Solutions supports ongoing operations: If processes change, automations are adapted. If new optimization potentials arise, they are systematically addressed. The result is not a one-time project, but a continuously optimized digital operating system.
Analyze back office automation — Book a free consultation
30 Min. | Non-binding | Free