Solutions
One platform. Different kinds of work.
Handling requests, planning tasks, organising collaboration — that is part of everyday work in every industry. easydoo brings this work together on one platform instead of spreading it across isolated solutions, and is tailored to your industry and the way you work — from a single team to the whole organisation.
Our customers are at home in many different industries.
Industries
For every industry with administrative processes.
easydoo can be used across industries — wherever administrative processes are organised around dossiers, matters or cases: as a complement to existing specialist solutions, or on its own where a specialist solution would be too big. The industries below are meant as ideas for what easydoo can be used for. For some of them there are already solutions from practice that serve as a starting point and are adapted to your requirements.
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Fiduciary & tax advisory
Organise client dossiers and recurring work such as annual accounts, VAT and withholding tax. Deadlines, documents and recorded time stay with the mandate, and responsibilities are visible to the whole team.
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Consulting
Support mandates from the first enquiry to completion. Conversations, journal, documents, appointments and time recording sit in the same dossier — also for anyone who takes over.
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Law firms & notaries
Manage mandates with deadlines, correspondence and documents in one dossier. Who is responsible right now and what comes next is visible to the whole team — even during absences.
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Insurance & brokers
Handle claims and benefit cases from notification to closure. Investigations, documents and communication stay with the case, and return to work is supported step by step.
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Software & IT services
Connect development, support and customer care. Tickets, projects and releases run with tasks, documents and messages in one place — including handovers between teams.
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Industry & manufacturing
Support the entire process from lead to project, order processing and shipping — alongside your ERP and specialist solutions. Complaints and quality cases also run in a structured way, with documented causes, measures and owners.
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Construction, planning & building services
Organise projects, service orders and defect reports. Plans, appointments, client requests and responsibilities stay with the respective property.
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Real estate & condominiums
Manage properties, owners and tenants in one place. Damage reports, maintenance work and owners’ meetings run with documents, tasks and clear responsibilities.
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Healthcare & care
For hospitals, clinics, home care and care homes: maintain referrer relationships, handle requests from patients and relatives and follow up on quality reports. Medical records stay in the clinical system, easydoo organises the work around them.
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Social services & counselling
Keep client dossiers for social services, debt, victim or family counselling. Conversations, agreements and deadlines are documented, sensitive information is shared only with those who need it.
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Schools & education
For schools, universities and continuing education: school social work, student requests, admissions and appeals run transparently — with documents, deadlines and clear responsibilities.
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Public administration & utilities
For municipalities, cantons and utilities: handle applications, permits, citizen requests and maintenance work. Documents, deadlines and responsibilities stay with the case, decisions are followed up until completion.
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Churches & parishes
Organise pastoral care, baptisms, weddings and funerals as well as volunteer work and committee business. Confidential matters stay protected, appointments and tasks are coordinated.
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Associations & federations
Organise board work, meetings, members and events. Agendas, resolutions and follow-up tasks are preserved — even when office holders change.
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Non-profit, foundations & fundraising
Maintain relationships with donors, foundations and sponsors — or, as a foundation, review applications and accompany funded projects. Conversations, pledges and reports are documented, next steps are planned.
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Your industry is not listed?
This is just a selection. Tell us how your work runs today — we will gladly show you how easydoo fits.
Processes & use cases
Begin with the process that gets stuck today.
It often starts with a single process that is spread across emails, Excel and lists today — such as requests, contracts or invoice approvals. easydoo brings tasks, information and responsibilities together and makes the next steps visible. The processes below are just a few examples — any process can be mapped in easydoo.
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Referrer management
For hospitals and clinics: maintain relationships with GPs and specialists in a referrer dossier — with signals from the clinical system, enquiries, complaints and a personal news feed.
- Detect
- Dossier
- Contact
- Follow-up
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Ticket system
Requests and incidents as tickets — prioritised, assigned and with their full history.
- Receipt
- Prioritisation
- Processing
- Resolution
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Complaints
Every complaint with cause, response and resolution — instead of scattered emails.
- Receipt
- Clarification
- Resolution
- Feedback
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Customers & CRM
Contacts, conversations, quotes and next steps per customer — visible to everyone on the team.
- Contact
- Conversation
- Quote
- Order
- Account care
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Partners & competitors
Maintain partnerships and keep an eye on competitors — with agreements, contacts and observations in one place.
- Profile
- Assessment
- Collaboration
- Observation
- Review
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Marketing & advertising
Plan, approve, run and evaluate campaigns and advertising — with budget, deadlines and material in the same place.
- Planning
- Concept
- Approval
- Execution
- Evaluation
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Knowledge base
Instructions, templates and answers to frequent questions — maintained, findable and up to date.
- Capture
- Review
- Publish
- Update
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News feed
Internal news and announcements where the work happens — instead of in overflowing inboxes.
- Draft
- Approval
- Publication
- Reactions
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Projects
Tasks, dates, documents and responsibilities per project — with visible progress.
- Planning
- Execution
- Coordination
- Completion
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Development process
Requirements, concepts, tests and approvals for each development project — from the first concept to release.
- Requirement
- Concept
- Implementation
- Test
- Release
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Product management
Manage products across their entire life cycle — with customer feedback, prioritisation, roadmap and launch.
- Input
- Prioritisation
- Roadmap
- Launch
- Evolution
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Contract management
Contracts with terms, notice periods and owners — reminded in time instead of missed.
- Capture
- Review
- Signature
- Deadlines
- Renewal
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Procurement
From need to quotes and approval to the order — decided in a traceable way.
- Need
- Quotes
- Approval
- Order
- Receipt of goods
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Accounts payable control
Check incoming invoices, approve them and release them for payment.
- Receipt
- Review
- Approval
- Payment release
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Applications & grants
Review submitted applications, decide in committee and track payouts.
- Application
- Review
- Decision
- Payout
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Onboarding & offboarding
Everything that needs doing when people join or leave — from access to equipment, without a task being forgotten.
- Preparation
- First day
- Induction
- Exit
- Completion
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Employee objectives
Agree objectives with employees, track them during the year and assess them in the review.
- Agreement
- Progress
- Assessment
- New objectives
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Improvement suggestions
Collect ideas from the team, assess and implement them — with feedback to the person who submitted them.
- Idea
- Assessment
- Decision
- Implementation
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ISO certification
Requirements, evidence, internal audits and measures for certification and recertification in one place.
- Requirements
- Evidence
- Internal audit
- Measures
- Certification
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Quality management
Record deviations, assign measures and check their effectiveness.
- Report
- Analysis
- Measure
- Effectiveness
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Data protection requests
Answer access requests on time — with clear responsibility and a complete record.
- Receipt
- Review
- Response
- Documentation
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Data breach
Assess data security breaches quickly, report them on time and document them completely.
- Report
- Assessment
- Notification
- Measures
- Documentation
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Information security incident
Record, contain and analyse security incidents — and learn from them.
- Capture
- Containment
- Analysis
- Remediation
- Review
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Hydrants & water supply
Hydrants recorded on the map, maintenance planned for the water warden, defects straight onto the repair board.
- Map
- Maintenance plan
- Inspection
- Repair
- Record
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Vehicles & equipment
Inspections, service intervals and repairs per vehicle or device — with a complete history.
- Inventory
- Interval
- Service
- History
Your process is not listed?
This is only a selection — any process can be mapped in easydoo. Briefly describe how the process runs today and where it gets stuck. We will show you what it can look like in easydoo.
Another building block
Comprehensive meeting management
Collect agenda items, run the meeting, take minutes and delegate tasks straight from the meeting — all in the same context, with no gap between minutes and to-dos.
- Collect agenda items
- Run the meeting
- Take minutes
- Delegate tasks
Everyday work
More time for what matters.
Admin work, searching and chasing information take time that your core work needs. Three examples you may recognise.
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Non-profit & fundraising
Admin work raises no donations.
Focus on fundraising and be the hero there. easydoo keeps conversations, pledges and next steps together in one dossier, so you don’t have to piece them together.
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Consulting
Searching is not consulting.
Every minute spent hunting for information and documents is missing from the conversation with your clients. In easydoo, everything about a mandate sits in the same dossier.
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All industries
Meetings that don’t start with searching.
Agenda items, documents and open decisions are prepared before the meeting starts. Follow-up tasks then continue with clear responsibilities.
Customer voices
Voices from practice.
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I already recommend easydoo — not just to friends in the social sector, but in general. With easydoo, almost anything is possible. In our first conversation, we were able to show Andi (Andreas Schwengeler) the difficulties we had with our previous program. This led to a needs analysis, after which we were presented with concrete solution proposals. We discussed these together and then implemented them exactly to our wishes. Andi and Raffaella made almost all of our wishes possible. From the first vision through to launch, we received fast, expert advice and support. Training our staff also went smoothly. And whenever we have questions or need support today, they are quickly reachable and help without complications.
Start small
Start small. Grow as the benefit grows.
You do not have to roll out easydoo across the whole company at once. Start with one concrete problem, one process or one team. Gather experience and extend easydoo step by step.
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One person
Organise your own work — from day one.
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One team
Manage tasks, responsibility and dates together.
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One department
Map processes, keep handovers and deadlines under control.
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The organisation
End-to-end work organisation across departments.
Not just a standard demo.
Your processes are the starting point.
We get to know your workflows and challenges. Then we show you concretely what your processes can look like in easydoo. A short conversation is all it takes to get started — free of charge and without obligation.
- 01
First conversation
We want to understand how your processes run today, what challenges exist and which systems you use.
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Preparation
Based on your processes, we prepare concrete examples that show how easydoo can support you.
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Second conversation
We show you what your processes can look like in easydoo and discuss the possibilities together.