See the model applied to a company.

Recommended roadmap

1. Phase 1

   Identity & communication

   • Domains and DNS
   • Email and shared mailboxes
   • Collaboration for a team of 1–5
   • Office and hybrid access setup

2. Phase 2

   Website & commercial presence

   • Company website and contact forms
   • Analytics and lead capture
   • B2B messaging and content structure

3. Phase 3

   CRM & operations

   • Lightweight contact management
   • Project and task management
   • Document management and templates

4. Phase 4

   Finance & administration

   • Invoicing with Swiss QR invoices
   • Document retention
   • Expense and approval workflows
   • GmbH / Sàrl statutory document structure

5. Phase 5

   Automation & reporting

   • Workflow automation where it creates value
   • Management reporting and dashboards
   • Knowledge base and search

6. Phase 6

   Scale

   • Deeper integrations
   • Security hygiene baseline
   • APIs, data platform and AI-assisted operations

Illustrative only. These outputs are not quotations, guaranteed timelines, or legal, tax, accounting or security-certification advice. Actual scope, timelines and costs depend on the real environment and a proper assessment.