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Legacy IT/software systems: when and how to modernize them?

Legacy IT/software systems: when and how to modernize them?

Auteur n°16 – Martin

Swiss companies often rely on legacy IT applications and infrastructures dating back several decades. While these legacy systems are at the core of business operations, they also represent a serious obstacle in the age of digital transformation: security vulnerabilities, growing technical debt, lagging performance, and high maintenance costs. How can you tell when and how to modernize these critical tools? Here’s an overview of the challenges of legacy systems and strategies to modernize them effectively and sustainably.

Legacy systems: definition and current challenges

Critical but aging tools, posing risks in security, performance, and costs.

A legacy IT system refers to old software, applications, or infrastructure that remains in use within the organization, despite the availability of newer and more modern versions (or alternatives). These solutions have long proven their worth, supporting critical business processes. However, their outdated technology leads to the accumulation of technical debt (complexity and technological lag).

These legacy systems present the following challenges

  • Security and compliance: Old systems no longer receive updates, making them vulnerable to cyberattacks. Known but unpatched vulnerabilities expose sensitive data and may violate current security standards.
  • Performance and reliability: Over time, aging applications slow down and become unstable. Long response times, repeated outages, and bugs disrupt team workflows, lower productivity, and degrade the customer experience.
  • High maintenance costs: Keeping an obsolete tool running becomes increasingly expensive. Corrective maintenance consumes growing resources: developers spend time patching vulnerabilities and working around system limitations, and organizations must pay high fees to extend vendor support or find rare expertise. In the end, every franc invested in keeping an outdated technology alive is a franc not invested in innovation.
  • Reduced compatibility: In a constantly evolving digital environment, old software struggles to integrate with modern tools. A legacy ERP, for example, may be unable to exchange data with a modern e-commerce platform or cloud services, creating information silos and slowing the company’s digital transformation.
  • Barrier to agility and innovation: Finally, a legacy system limits organizational agility. Developing new features or deploying innovative solutions becomes slow, expensive, or even impossible. Meanwhile, more flexible competitors gain an advantage in the market.

In short, continuing to rely on an outdated application stack exposes the company to increasing risks while…

IT modernization: when does it become essential?

Frequent outages, blocked growth, and stifled innovation: symptoms you should not ignore.

No system lasts forever. But how can you tell when it’s time to modernize your outdated tools? Certain warning signs indicate that IT modernization of your application landscape is necessary:

  • Repeated failures: More frequent outages or serious incidents (shutdown of a critical application, data loss) are alarm bells. When the reliability of a legacy system becomes a risk to business continuity, it’s time to act promptly to avoid a catastrophic breakdown.
  • Unmet scalability needs: If your business is growing but the existing system can’t keep up, that’s another key indicator. For example, growth in the volume of users or data can overwhelm an aging application not designed to handle it. Similarly, if adding new features or integrating modern tools (mobility, cloud, analytics) is too complex or even impossible, this technological gap hinders your expansion.
  • Barrier to innovation and digital transformation: A legacy system often hampers a company’s digital strategy. If it’s an obstacle to launching new online services, automating processes, or leveraging data in real time, it blocks innovation. Your IT leadership spends more time working around legacy limitations than creating value—a clear sign that modernization is needed to unlock initiative.
  • End-of-life technology: Finally, the decision to modernize becomes inevitable when one of the critical components reaches its end of life. If the vendor announces the end of support for a key software or infrastructure, the status quo becomes too risky: continuing with an abandoned technology (no updates or support) is not viable.

In practice, if any of these signs are present, the question is no longer if you need to modernize, but when. Rather than waiting for the next crisis, it’s better to start modernization proactively: it’s always wiser to act a year too early than a day too late.

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How to modernize? Possible approaches and a real-life example

Full rebuild, encapsulation, progressive migration…: choosing the approach suited to your context.

There’s no universal recipe for modernizing a legacy IT system. The optimal strategy depends on your business context, the state of the existing system, and your objectives. Common approaches include:

  • Full rebuild: Rebuilding the system from scratch using modern technologies. This option provides a fresh solution without legacy constraints, but it’s long, costly, and risky. The transition must be carefully planned to avoid any disruption of operations during the switchover.
  • Encapsulation: Retaining the core of the legacy system while surrounding it with new layers (APIs, modern web interface, etc.) to reuse its functions in current use cases. This is often a transitional solution that brings short-term improvements (e.g., exposing data to a mobile application) without modifying the old code. However, this approach doesn’t eliminate the underlying technical debt: the old system remains in the background.
  • Progressive modernization: Renovating the system in successive stages rather than all at once. For example, gradually extracting certain critical modules from the monolith and rewriting them using a modern and modular architecture. The new coexists with the old, allowing the prioritization of components to be modernized and delivering improvements without interrupting service.

Real-life example: A Swiss logistics company turned to Edana to modernize its legacy operational system. Instead of opting for a risky global rebuild, a phased modernization approach was chosen. After an audit of the existing system, our experts isolated several critical areas (orders, inventory, invoicing) and rewrote them as independent microservices. These new modules, developed with modern technologies, were integrated with the remaining legacy system without interrupting operations. In less than a year, reliability significantly improved, maintenance costs decreased, and order processing became four times faster. Most importantly, this modernization opened up new opportunities: the company was able to launch a mobile application and connect partners.

Towards a modern, open, and sustainable software architecture

Open source, custom-built, scalability, and security: the pillars of a responsible modern IT system.

Modernization is not just about replacing an outdated system with a new one: it’s about rethinking the software architecture to meet the company’s future needs. Here are some guiding principles to prioritize for a modern and sustainable IT system:

  • Openness and open source: Avoid locking yourself into proprietary technologies. Prioritize open source solutions and open standards, which offer transparency, flexibility, and an active community. Open source also helps reduce costs (no licensing fees) and prevents dependency on a single vendor.
  • Hybrid custom-built: Aim for a balanced approach between existing components and custom developments. There’s no need to reinvent the wheel: leverage proven tools and frameworks for standard needs, and focus custom development efforts on what makes your business unique. This hybrid approach ensures an adapted, scalable solution without starting from scratch for every function.
  • Modularity and scalability: Favor a modular architecture (microservices) so each component can evolve independently. An IT system structured in loosely coupled modules facilitates scaling, regular updates, and the addition of new features. This results in a flexible software foundation, ready to absorb future changes.
  • Integrated security and compliance: With constantly evolving cyber threats and regulatory requirements, security must be a foundational element of any new architecture. Adopt cybersecurity best practices from the design stage (data encryption, access controls, proactive monitoring) and ensure your new solution complies with relevant standards and regulations.
  • Digital responsibility: Finally, think sustainably. Successful modernization fits within a framework of sustainable IT development. In practice, this means an energy-efficient infrastructure (optimized cloud, eco-designed code), extending the lifespan of solutions (facilitated maintenance, complete documentation), and ethical data governance. Adopting a responsible architecture helps reduce the environmental footprint of IT while enhancing societal value.

Transform your digital ecosystem into a future-ready asset

Modernizing legacy IT systems has become essential for driving digital transformation and ensuring long-term business resilience. Done effectively, it helps reduce technical debt, unlocks innovation, and drives value creation.

There’s no universal formula: each organization must identify the right approach for its unique context, leveraging key principles such as open architecture, tailored development, security, and sustainability. Expert guidance can be the key to navigating this complex transition smoothly.

Are your legacy systems hindering your strategy? Engage our team of Swiss experts: a flexible, open-source-driven, custom development approach will turn your IT/software infrastructure into a competitive edge for the future.

Discuss your challenges with an Edana expert.

PUBLISHED BY

Martin Moraz

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Martin is a senior enterprise architect. He designs robust and scalable technology architectures for your business software, SaaS products, mobile applications, websites, and digital ecosystems. With expertise in IT strategy and system integration, he ensures technical coherence aligned with your business goals.

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Digital Consultancy & Business (EN) Featured-Post-Transformation-EN

Opera, Protel, Amadeus, … : Choosing a PMS, Integration, and Customization

Opera, Protel, Amadeus, … : Choosing a PMS, Integration, and Customization

Auteur n°3 – Benjamin

Property Management Systems (PMS) are comprehensive software platforms that centralize all operations of an establishment (reservations, front desk, housekeeping, billing, etc.), serving as the technological backbone for the hospitality and related sectors. Today, 86% of hoteliers consider the PMS their most useful tool, highlighting its strategic role in optimizing efficiency and revenue.

In multi-site Swiss enterprises (hotel chains, clinic networks, co-living groups, etc.), a modernized PMS enables the standardization of customer experience and the deployment of innovations (enhanced UX, cloud/API integrations, automations). IT investments are on the rise: Swiss hotels plan to increase their digital budgets (4.2% of revenue allocated to software in 2023, up from previous years).

This article compares the main PMS solutions on the market (Oracle OPERA Cloud, Protel Air, Amadeus Cloud PMS, Mews, Apaleo, Cloudbeds, as well as RoomRaccoon, Clock PMS+, and HotelTime), examines the option of custom PMS development, details integration with ERP/CRM/BI systems, and explores the continuous evolution of PMS.

Comparison of Property Managment Systems Available on the Market

Oracle OPERA Cloud

Oracle OPERA Cloud is an industry standard for large international chains. This modular cloud suite manages the entire hotel operation (front-office, distribution, finance) while offering a unified customer view. Hoteliers praise its seamless integration with point-of-sale (POS) systems and task automation, as well as its real-time analytics capabilities. OPERA Cloud natively supports multi-property management and is designed for complex structures (global chains, multi-site hospital groups).

Use Case: A major Swiss chain adopted OPERA to standardize its reservation system and centralize financial management across all its hotels.

Limitations: Reporting customization can sometimes be rigid, there is a steep learning curve, and costs are high (in terms of both personnel and licenses).

Ideal Target: Large groups requiring a proven solution supported by global support.

Protel Air (Planet)

Protel Air (Planet) is a comprehensive European cloud PMS, known for its flexibility and rich ecosystem. This modular suite manages all hotel operations (reservations, billing, housekeeping, CRM) while offering advanced features, such as detailed reporting and integrated payment systems. Hoteliers especially appreciate its integration capabilities: Protel Air supports over 1,200 connections (via protel.io) to major sales channels and technology partners. The solution can be deployed in the cloud or on-premise, offering great flexibility to meet varied needs, from independent hotels to regional chains. Protel Air has been chosen by several hotel groups in Switzerland for its ability to adapt to local standards and integrate with existing systems.

Limitations: As a modular solution, it may require multiple partners to cover all needs, potential complexity in implementation, and the need to manage a broader ecosystem.

Ideal Target: Mid-size European hotels and hotel groups looking for a proven, flexible, and highly integrable solution.

Amadeus Cloud PMS

Amadeus Cloud PMS is an all-in-one cloud platform designed for independent hotels and small chains. It centralizes the key operations of the hotel (reservations, check-in/out, housekeeping) while offering native integration with Amadeus’ distribution channels (GDS, OTA). Hoteliers appreciate its ability to combine PMS, booking engine, and yield management tools, all integrated with Amadeus’ CRM and revenue management ecosystem. In Switzerland, although Amadeus Cloud PMS is less widespread than some local solutions, it attracts establishments looking to benefit from enhanced international visibility through the power of the Amadeus network.

Limitations: Primarily suited for small to medium-sized structures, with support and documentation sometimes seen as lacking in responsiveness and clarity.

Ideal Target: Independent hotels and medium-sized chains looking to centralize PMS, booking engine, and distribution in a single solution.

Mews

Mews is a cloud-native PMS designed to offer a modern and intuitive user experience. The platform supports billing, reservations, daily management, and offers a powerful booking engine. Hoteliers praise its quick setup, mobility (mobile app), and open API that facilitates integration with other tools. Mews is particularly valued in innovative segments: independent hotels, boutiques, co-living, and managed rentals. In Switzerland, for example, an urban co-living concept adopted Mews to manage both hotel and community aspects, including subscriptions and digital access.

Limitations: Less suitable for very large structures that require full internal control; the per-room pricing model can become costly at scale.

Ideal Target: Independent establishments, boutiques, and innovative concepts seeking a modern solution that is quick to deploy.

Apaleo

Apaleo is an open, modular cloud PMS that adopts an “API-first” approach. Designed for hotel chains and short-term rental properties (serviced apartments, co-living), it emphasizes customization. The core of the system is minimalistic: users complete the functionality with third-party applications (revenue management, CRM, home automation, etc.) via its open APIs. In Switzerland, some innovative groups have chosen it to build a custom “digital ecosystem,” promoting independence and scalability (supports 24 countries).

Limitations: Requires solid technical expertise and a potentially higher budget (development and integration maintenance).

Ideal Target: Large tech-savvy companies or real estate startups looking to deeply customize their system and integrate their own tools.

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Cloudbeds

Cloudbeds is an all-in-one cloud solution combining PMS, channel manager, and booking engine. Its strength lies in the automatic aggregation of bookings from distribution channels (OTAs) and rate optimization through its yield management module. Hoteliers appreciate its intuitive visual calendar (drag-and-drop), automated billing, and automatic communication with clients. In Switzerland, many small hotels and inns use it to centralize management without the need for multiple software solutions.

Limitations: Customization options can be limited for complex workflows; support is primarily in English.

Ideal Target: Small hotels and inns looking for a quick-to-deploy, all-in-one, and easy-to-use solution.

RoomRaccoon

RoomRaccoon is an all-in-one PMS favored by small and medium establishments. It combines PMS, channel manager, booking engine, and payment solution into a single platform. Key features include rate and availability synchronization across all channels, dynamic pricing, and automation of billing and customer communications. In Switzerland, a small independent hotel in Geneva chose RoomRaccoon to boost its direct online sales.

Limitations: Some difficulties reported in generating analytical reports and customer support could be improved.

Ideal Target: Independent accommodations (B&Bs, small hotels) seeking an affordable, turnkey solution.

Clock PMS+

Clock PMS+ is a comprehensive cloud PMS praised for its extensive functionality and flexibility. It manages all operations (reservations, pricing, customer communication) and offers many automation options (automatic upsell, pre-check-in, express check-out, alerts, advanced reporting). Its modern and open platform, with numerous APIs, adapts to both traditional hotels and resorts and villas.

Limitations: Setup can be complex (initial configuration takes time) and slowdowns have been reported; some specific developments may be needed to cover all needs.

Ideal Target: Mid-to-large hotels looking for a rich, scalable, and highly customizable solution.

HotelTime

HotelTime is a multi-segment cloud PMS covering hotels, spas, and restaurants. It is accessible via browser, offering simplicity and flexibility, and supports multi-site structures with real-time consolidated reporting. Its strong automation and advanced integrations help reduce infrastructure costs and the need for staff. In Switzerland, a small hotel group selected it for its multilingual support and 7-day-a-week customer service.

Limitations: Less known than global leaders, and its integration ecosystem is more limited.

Ideal Target: Hotels and resorts of all sizes seeking a simple, multilingual solution that also covers additional services.

Custom PMS: Why and for Whom?

In certain cases, businesses may benefit from developing their own custom PMS instead of adopting a market solution.

Typical motivations include:

  • Specific business needs (e.g., simultaneous management of hotel, medical, and real estate activities)
  • Desire for differentiation (unique customer experience)
  • Local compliance requirements or high security standards
  • Aiming to optimize the total cost of ownership and free up from recurring license fees

Custom solutions offer full control: features, interfaces, and evolutions follow internal processes exactly. This allows for fine integration with existing systems (internal ERP, corporate website, client portal) and reduces dependency on third-party vendors. For example, a Swiss multi-sector cooperative developed an internal PMS tailored to its mixed business model of accommodations and health services, integrating its billing modules and appointment scheduling specific to the industry’s workflows right from the start.

The advantages of a custom solution are flexibility and independence: owning the code avoids high recurring license fees and allows for continuous system evolution based on ROI. While the initial cost is higher (consultants, development), the total cost of ownership (TCO) can be better in the long term if the product delivers a competitive advantage (customer experience, efficiency). Open-source solutions (e.g., ERP modules like Odoo adapted into a PMS) or hybrid approaches (combining cloud applications and internal development) are also options to control costs and enhance customization.

A custom project typically follows an agile and modular approach: choosing a scalable cloud architecture, incremental phases, and rapid prototyping to test key functions. It is suitable for medium to large enterprises or those with IT teams capable of maintaining the system.

In any case, success requires a thorough needs analysis, an open architecture (APIs), and continuous monitoring to avoid software obsolescence. At Edana, for example, we structure your projects to optimize investment and guarantee a quick return via iterative cycles.

Want a custom PMS? Let’s talk

Integrating the PMS into the Digital Ecosystem

Integrating the PMS into the broader IT infrastructure is crucial for maximizing ROI. A well-integrated PMS with ERP (financial management, HR), CRM (customer loyalty, marketing), BI (multi-site reporting), client portals, and even IoT building equipment facilitates continuous data exchange. As NetSuite reminds us, without integration, businesses suffer from data silos with duplicate entries, errors, and delays. On the other hand, a successful integration creates a single, real-time data source, streamlining operations and enriching analytics.

For example, linking the PMS to a CRM allows for the automatic sharing of customer preferences (profile management, stay history) to personalize offers. Similarly, PMS-POS synchronization (restaurants, shops) and PMS-BI integration centralize revenues and refine forecasts.

Modern connectors (REST APIs, iPaaS middleware) enable real-time data exchanges. Recent PMS solutions generally offer open APIs and webhooks, facilitating connections to third-party systems and providing more integration possibilities than iPaaS connectors like Zapier, which have technical limitations and a significant financial cost. This interoperability reduces manual data entry and errors, freeing up time for analysis and strategic actions. For instance, in reception, a room status change in the PMS can trigger an update to the housekeeping schedule, notify the CRM, and automatically log maintenance requests (from IoT sensors) as work tickets.

However, there are specific integration pitfalls to avoid:

  • Failing to plan the integration from the start: Before selecting a PMS, assess its ability to integrate with your ERP, CRM, BI, and other systems. Avoid “monolithic” or closed solutions that limit scalability and connectivity. Ensure the PMS offers open APIs, webhooks, and clear technical documentation.
  • Underestimating technical complexity: Integration goes beyond initial connection. It requires an analysis of data flows (frequency, volume, format) and real-time or deferred exchange scenarios. Error handling (reprocessing, alerts) and data consistency (unique key, synchronization) must be planned in advance.
  • Ignoring security of exchanges: Integration potentially exposes sensitive data (customer identity, payments, preferences) to third parties. Ensure that APIs and connectors use secure protocols (HTTPS, OAuth2, JWT, encryption), and that sensitive data complies with standards (e.g., GDPR, PCI DSS).
  • Neglecting access rights and data governance: Each integrated system should apply a clear access policy: who can read/write, which actions are authorized, and how changes are tracked. This guarantees confidentiality, integrity, and compliance.
  • Choosing an unsuitable hosting model: Opt for hosting or cloud solutions that align with sovereignty requirements and your integration needs. Choose data centers located in Europe and a provider offering efficient interconnection between your systems (for example, via a hybrid cloud or dedicated network).

Continuous Evolution and Customization

Deploying a PMS is not the final step: to remain competitive, businesses must continuously evolve it. Technological trends drive innovation in customer experience and operational efficiency. AI and machine learning are infiltrating PMS systems: demand forecasting, dynamic revenue management, 24/7 pre-check-in chatbots and assistance, everything is becoming automatable. For example, intelligent PMS solutions will soon enable bulk check-ins automatically before customers even arrive. Mobile and contactless technologies are advancing: check-in/check-out via smartphone, digital keys, automatic kiosks, or voice assistants in rooms streamline the customer journey.

The Internet of Things (IoT) and home automation are making stays more personalized (adjusting lighting or temperature remotely, anti-maintenance sensors) while also collecting data for predictive management. Immersive technologies (virtual reality for guided tours, augmented reality for signage) are also becoming a marketing tool. Finally, PMS systems are increasingly integrating advanced analytics modules: continuous analysis of customer data (CRM), sales, or reviews helps anticipate needs and offer contextual upselling (“We’ve reserved a spa session for you at a special rate,” etc.). Thus, the PMS evolves into a “smart platform,” central to delivering a differentiated experience. Failing to follow these developments means risking falling behind: as experts point out, predictive analytics and dynamic pricing based on data are now pillars of hotel competitiveness.

Make Your PMS a Growth Tool Aligned with Your Roadmap

A well-suited PMS offers a quick return on investment: it enhances the customer experience (loyalty, recommendations), optimizes resources (reducing manual tasks, better room allocation), and boosts revenue (improved yield, direct channels). Swiss decision-makers can choose a market solution—evaluating features, integrations, and licensing—or opt for custom development to meet unique needs. In either case, success relies on a clear strategy and collaboration with an expert integrator.

Edana supports Swiss businesses in this process: from needs analysis to implementation, we offer custom or hybrid PMS solutions (industry-specific + open source) designed to evolve. Our modular approach (cloud and microservices) ensures scalability and system resilience. We emphasize cybersecurity (GDPR/PCI compliance, secure hosting) and CSR (IT resource optimization, green hosting, digitization).

With our expertise, your PMS will become an agile, open, and secure platform capable of adapting to your company’s growth and meeting your customers’ future expectations.

Discuss your challenges with an Edana expert

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Bynder, Frontify, Pimcore, … : Choosing a DAM & Integrating it with Your IT System

Bynder, Frontify, Pimcore, … : Choosing a DAM & Integrating it with Your IT System

Auteur n°2 – Jonathan

In a context where the proliferation of digital content (images, videos, marketing documents…) complicates resource management, implementing a DAM (Digital Asset Management) solution becomes essential for companies. A DAM tool centralizes these resources, facilitates their search, multichannel distribution, and ensures consistency in communication materials, with a strong return on investment (time savings, duplication reduction, brand compliance).

Companies today are seeking flexible and scalable DAM platforms capable of integrating effectively with their existing IT ecosystem.

This article outlines the main DAM solutions available to Swiss and international companies, presenting for each the strengths/weaknesses, typical use cases, and some concrete examples. The final section discusses the choice of a custom DAM, particularly when data sovereignty, security, or CSR issues outweigh “ready-to-use” solutions.

Comparison of the Best Digital Asset Management (DAM) Solutions

In this section, we will review the nine most popular digital asset management platforms and solutions, providing readers with an overview of the market landscape.

Adobe Experience Manager (AEM) by Adobe

A robust and widespread enterprise DAM solution, but costly and with strong vendor lock-in.

Adobe Experience Manager Assets is a powerful DAM system integrated into the Adobe ecosystem (Marketing Cloud). This cloud (or on-premise) platform allows storing and managing millions of digital resources (images, videos, 3D, documents) with artificial intelligence (e.g., tag generation), customizable workflows, and publishing. AEM’s strengths are its functional richness (web publishing, collaborative editing, open APIs), stability for very large volumes, and global professional support. It naturally integrates with other Adobe products (CMS, Analytics, Creative Cloud) to offer a unified marketing experience.

Strengths: Proven “enterprise” solution, highly scalable and configurable, including advanced automation, rights governance, and media optimization functions (format, codecs, etc.). Ideal for groups already invested in Adobe and with established processes.

Weaknesses: High licensing costs, complex deployment and training, strong dependence on the Adobe ecosystem. Its architecture may seem oversized if you’re just looking for a simple DAM.

Recommended Use: Large companies or multinationals (banks, industry, media) requiring a DAM highly integrated into existing marketing and IT processes. For example, leading Swiss banks or pharmaceutical groups sometimes use AEM to distribute uniform content worldwide.

Bynder

Modern cloud DAM, intuitive interface, and strong collaboration but difficult to customize and integrate.

Bynder is a Dutch SaaS digital asset management platform (also known as Bynder Trinity). It emphasizes ergonomics, intelligent search (Adobe Sensei engine optional), and collaborative functions (comments, workflows). Bynder also offers brand portal and marketing workflow modules. The solution is entirely cloud-based, accessible via browser, with APIs to integrate into the IT system (CMS, CRM, e-commerce).

Strengths: User-friendly and modern interface, short learning curve. Fine-grained rights and sharing management (customizable client/partner portals). Numerous integrations (Adobe CC, Office, social networks), good metadata capabilities, and multilingual support. Recognized as a market leader (leader in Gartner’s 2025 Magic Quadrant for DAM).

Weaknesses: Exclusively SaaS (may raise data sovereignty concerns) and recurring license costs. Less suitable if the company already has a highly developed on-premise system. Some advanced features (e.g., advanced video management or large volumes) may require additional modules.

Recommended Use: Companies focused on digital marketing, with creative teams spread internationally. Well-suited for product or service companies needing quick and intuitive access to images and videos, without heavy technical constraints. Example: the global agricultural group Syngenta, based in Switzerland, uses Bynder to harmonize its brand strategy globally, ensuring consistent content distribution while measuring their reuse (BYND Trinity stores hundreds of thousands of assets with 73% content reuse).

Frontify

Centralized DAM and brand management, designed for consistency and collaboration.

Frontify is a Swiss SaaS solution dedicated to digital asset management (DAM) and brand governance. The platform emphasizes visual and editorial consistency through dynamic brand guidelines, centralized asset libraries, and collaborative tools. Frontify allows teams (internal and external) to work together in real-time, with precise tracking of rights and versions. The solution offers APIs and connectors to various ecosystems (CMS, CRM, e-commerce, Microsoft 365, Adobe CC).

Strengths: Clean and intuitive interface, ideal for aligning all stakeholders (marketing, design, IT, partners). Excellent features for managing guidelines and brand portals, offering quick access and strict control over visuals and documents. Easy cloud deployment, good integration with existing tools, multilingual support.

Weaknesses: Less suitable for complex DAM needs (large volumes, advanced video processing). Dependence on the cloud (SaaS hosting), potentially high cost depending on chosen options. May require initial effort to formalize and structure the brand strategy.

Recommended Use: Companies concerned with brand consistency and governance, with creative and marketing teams often dispersed. Frontify is favored by international brands like Lufthansa or Dyson to maintain a harmonized visual identity across multiple channels and media.

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Censhare

Modular omnichannel platform (DAM + PIM + CMS): flexible but complex and costly.

Censhare is a European solution (originating from Germany) that combines DAM, product information management (PIM), and content management (CMS) in a unified platform. One of its strengths is modularity: each company configures its “package” with the necessary components (e.g., DAM only, or DAM + PIM). Censhare can operate in the cloud or in hybrid mode. It is recognized for its scalability and multilingual capabilities, suitable for multi-brand or multichannel environments.

Strengths: Strong integration of marketing data: digital assets, product data, and web content are linked. Very comprehensive production workflows (creation, validation, localization). Advanced versioning and multilingual management. Censhare has proven itself in retail and publishing.

Weaknesses: Technical complexity (installation, configuration) and high overall cost. User interfaces less modern than purely DAM solutions. May be perceived as “rigid” if only the DAM component is applied without the PIM component.

Recommended Use: Suitable for medium and large companies with highly integrated asset and product data management needs (e.g., retail, agri-food industry, automotive). Ideal when wanting to manage the production of catalogs, brochures, websites, and flyers from a single content base. In Switzerland, Migros (a leading retail cooperative) chose Censhare to simplify and unify its marketing processes: according to feedback, Migros manages over 6 million digital contents and reduced hosting costs by 70% and costs by 15% thanks to this solution. (“We were able to significantly reduce the production costs of advertising materials…”).

Picturepark (Fotoware Alto)

Flexible headless DAM/PIM platform acquired by FotoWare Alto, expensive to implement and operate.

Picturepark is a Swiss publisher (now integrated into FotoWare Alto) offering an API-first content management solution. The platform, now renamed Fotoware Alto, emphasizes flexibility and continuous updates. It integrates both classic DAM functions (storage, metadata, search, sharing) and PIM (product sheet management). Designed for enterprises, it offers image optimization modules, omnichannel distribution, and connectors to major services (Cloud, social networks, Adobe CC, MS Office…).

Strengths: “Swiss made” origin: possible hosting in European data centers and high security and compliance standards (GDPR, etc.). Scalable architecture (microservices) and modern UI. Extensible ecosystem (apps, plugins) to meet different use cases. Good customer support and advanced versioning.

Weaknesses: Expensive commercial solution, sometimes oversized for simple needs. The richness of features may require support (configuration, training).

Recommended Use: Medium to large companies in the luxury, manufacturing, or Swiss watchmaking industries, or any sector needing a centralized DAM-PIM. For example, a major Swiss watchmaker could use it to orchestrate its product visuals across catalogs, websites, and social media, while adhering to its own CSR criteria (image traceability, green computing workflow).

CELUM

DAM focused on brand management and e-commerce, centered on taxonomy and collaboration but somewhat heavy and restrictive.

CELUM is an Austrian DAM platform specialized in brand and product content management. It synchronizes digital resources between creation (agencies), publication (websites, marketplaces), and sales (e-commerce, points of sale) while ensuring graphic charter consistency. CELUM offers integrated PIM/Commerce features: each asset can be linked to product information and validation workflows.

Strengths: Excellent organization of content based on advanced taxonomies. Collaboration and quick publication tools (marketing, commerce). Good support for rich formats (video, AR/VR, 3D) and optimized delivery across various channels. Recognized platform in Central Europe.

Weaknesses: Requires significant investment in training and integration. Few “turnkey” deployments, often requiring custom development. The SaaS model restricts total data control.

Recommended Use: Industry or retail players in Switzerland managing numerous products and needing multichannel communication (e.g., a major pharmaceutical company or a car retailer). CELUM is relevant when there is a need to closely link product catalogs and media resources. Recently, the city of Bern (a Swiss government organization) adopted CELUM DAM to replace an old system, benefiting from its integration with other existing tools.

OpenText Media Management

Comprehensive and scalable enterprise DAM platform but aging.

OpenText Media Management (sometimes called “OpenText Media Suite”) is part of the OpenText suite, a specialist in enterprise content management (ECM). This solution targets very large organizations (banks, insurance companies, government) that require a DAM integrated with their document management system (DMS). It offers extensive capabilities: secure media library, global workflows, multichannel distribution, and analytical tools. Recently, it has integrated AI through the OpenText Experience Aviator suite.

Strengths: Highly scalable and robust for very large volumes. Cloud or hybrid on-premise options available. Advanced security (granular rights management, traceability, archiving). As a federating platform, OpenText’s advantage lies in native integration with other modules (content, archives, collaboration).

Weaknesses: Slightly outdated and complex interface. Long implementation time and significant costs. Difficult to adapt for purely marketing use without a dedicated IT team.

Recommended Use: Large companies and institutions in Switzerland requiring DAM coupled with strong governance and security requirements (banking, insurance, healthcare). OpenText is often chosen in contexts where OpenText ECM is already in use or where sovereign hosting is required. For example, a bank may use it to centralize its marketing documents while associating them with its internal DMS, ensuring high regulatory compliance.

ResourceSpace (open source)

Simple and cost-effective open-source DAM with less advanced editing features.

ResourceSpace is a free (open source) DAM solution that stands out for its ease of use and zero licensing cost. Managed by a non-profit organization certified B-Corp, it allows for significant savings compared to proprietary vendors. The platform covers basic needs: uploading images/videos, categorizing by metadata, role-based access rights, and batch editing.

Strengths: Free software (open-source license) and a strong user community (schools, associations, NGOs). Extensible via plugins, with good documentation. Customizable according to client needs and without “lock-in” on the vendor. Ideal for those wanting full control over their data.

Weaknesses: Less refined interface than a commercial solution, less advanced automation. No official support included (outside of service contracts). Requires an internal IT team or provider to host and adapt it. Features such as video editing or multi-resolution delivery are more basic.

Recommended Use: Public organizations, research centers, museums, or SMEs in Switzerland seeking a functional DAM at a lower cost. For example, a cantonal university or a Swiss NGO could adopt it to manage their image and digital document libraries without investing in a heavy license. Open source is particularly suitable when transparency, easy IT system integration (REST APIs, connectors), and sustainability (no risk of vendor abandonment) are valued.

Pimcore (open source)

Unified PIM/DAM/CDP/CMS platform offering data sovereignty, customization, and extended integration with the IT system but requiring a qualified IT provider.

Pimcore is a highly versatile German open-source solution. Its Digital Asset Management is part of a suite combining PIM (product information management), MDM (master data management), CMS, and commerce. Pimcore’s DAM centralizes all assets in a single repository, ensuring high performance and scalability for large volumes. The key advantage is that media, products, and web content coexist, providing a global view of information and avoiding silos.

Strengths: Highly flexible and extensible (based on Symfony/PHP). Enables advanced workflow automation, automatic image optimization (various formats), and metadata management. High scalability (integration with storage servers). No licensing cost; the open-source community is active.

Weaknesses: Requires development skills (installation, customization). Necessitates going through an IT provider to manage and adapt it to needs. “Official” support only includes documentation and community (no commercial hotline).

Recommended Use: Companies needing strong DAM-PIM integration or a highly customized solution. For example, an industrial manufacturer or a multichannel Swiss retailer could leverage Pimcore to create customized digital value chains (ERP integration, advanced metadata management, complex business rules). Thanks to Pimcore, it is possible to fully automate the asset lifecycle, from the creation workflow to distribution, across all touchpoints.

Building Your Custom DAM: When Is It Relevant?

In certain contexts, developing a custom or highly personalized DAM can be advantageous. For example, if your IT system is already highly structured around internal processes, you can integrate the DAM directly into your architecture without “imposing” a new workflow.

Similarly, for security or data sovereignty requirements (e.g., processing sensitive data or the need to host everything locally), an internal development (or co-development with an integrator) provides complete control.

From a technical perspective, a custom approach allows the use of modern technologies (microservices, containers, AI) while limiting the overhead of standard software packages. It also aligns with a CSR approach: by favoring open-source and internal optimization, resource overconsumption associated with licenses can sometimes be avoided, and local skills are promoted. Finally, not relying on a vendor means the tool can evolve without being constrained by an imposed roadmap. Generally, this approach often helps reduce technical debt and brings the flexibility and agility necessary for a company’s stable growth.

It is recommended to consider a custom DAM when the company’s needs are specific (complex workflows, large volumes not covered by market solutions, close interactions with ERP or IAM), or when the return on investment justifies customization. In this case, a partner like Edana (digital solutions integrator and engineer) can design a custom DAM combining open-source technologies, cloud-native architecture, and security best practices—without imposing a rigid process, while ensuring compliance (nLPD, GDPR, internal standards) and traceability.

Discuss your needs with an Edana expert

Successfully Integrating a DAM into Your Information System (IS)

The value of a DAM does not lie solely in its ability to centralize and manage your digital assets; it is especially realized in its seamless integration with your Information System (IS). A successful integration allows for workflow automation, ensures data consistency, and avoids re-entry or silos.

The Challenges and Risks of Poor DAM Integration into Your IT Ecosystem

After comparing the main DAM solutions on the market, it is essential to understand why integrating the DAM into your IT ecosystem (CRM, ERP, e-commerce, PIM, etc.) cannot be overlooked.

A poorly designed or absent integration can lead to:

  • Information Silos: If the DAM is not connected to other parts of your IS, your teams risk working on divergent or outdated versions of digital content, causing errors and inconsistencies.
  • Productivity Losses: The lack of automation forces employees to perform repetitive tasks (re-entry, manual transfers) and slows down business workflows.
  • Security and Compliance Risks: In certain sectors (banking, healthcare, regulated industries), a faulty integration can expose the company to data leaks or non-compliance with legal requirements (GDPR, nLPD).
  • Underexploited ROI: An isolated DAM does not deliver its full value; its strength lies in the smoothness and efficiency of the workflows it optimizes across the IS.
  • Increasing Complexity: The larger the organization grows, the more the absence of interoperability creates bottlenecks, hidden costs, and frustrations for end users.

Therefore, properly integrating the DAM into your information system is not merely a “bonus,”

Properly integrating the DAM into your information system is therefore not just a “bonus,” but a strategic lever to avoid the pitfalls of a fragmented IS and to ensure consistency, security, and performance of your digital operations.

What Are the Keys to a Successful DAM Integration?

Check Available Connectors and APIs

Choose a DAM that offers standard APIs (REST, GraphQL) and connectors to your main tools (CRM, ERP, e-commerce, CMS). This will prevent the need to develop complex integrations internally. If you want quick and easy integration and do not have non-standard needs, solutions compatible with ready-to-use connectors will be sufficient.

Ensure Interoperability with Existing Systems

Make sure your DAM can easily integrate with your existing software (Microsoft 365, Salesforce, SAP, Adobe Creative Cloud, etc.). Be cautious of closed solutions that require costly or fragile adaptations.

Follow Governance and Security Policies

Integrate the DAM while respecting your internal data security and confidentiality policies. Consider inheriting access rights (SSO, LDAP), data encryption, and exchange traceability.

Automate Workflows to Improve Efficiency

Identify key business processes that can be automated (automatic content updates on the site, product sheet generation, compliant archiving…). Test the integrations on real cases before a full-scale deployment.

Opt for a Flexible and Scalable Solution

If you anticipate specific needs or a rapid evolution of your IS, favor an open-source DAM solution (like Pimcore or Directus) or one with a modular and extensible architecture. This will facilitate custom developments and future evolutions.

Plan a Pilot and Clear Technical Documentation

Before a full-scale deployment, conduct a pilot phase on a limited scope. Document the flows, mapping rules, and potential exceptions to avoid pitfalls during the global rollout.

Do Not Underestimate Change Management

Inform and train users on the new workflows. Provide support and training materials to ensure adoption and minimize errors.

A successful integration of a DAM into your IS is a strategic step that maximizes the value of your DAM investment while ensuring fluidity and security in your digital operations. Get support from experts.

Let’s Implement/Build the DAM You Need

For every Swiss company, choosing a DAM tool must balance features, budget, and specific constraints (IS integration, security, CSR). This comparison provides an overview of the most common options, from “turnkey” solutions to custom-built approaches.

At Edana, with our cross-disciplinary expertise in integrating and customizing existing solutions as well as designing fully tailored systems, we often recommend an open-source and flexible approach. It ensures adaptability and independence while precisely addressing business and technical challenges — though each context is unique.

Whatever your DAM project, we can support you from audit to full platform implementation — contact us to discuss your needs.

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PUBLISHED BY

Jonathan Massa

As a specialist in digital consulting, strategy and execution, Jonathan advises organizations on strategic and operational issues related to value creation and digitalization programs focusing on innovation and organic growth. Furthermore, he advises our clients on software engineering and digital development issues to enable them to mobilize the right solutions for their goals.

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Digital Eco-Design: Planning a Sustainable Software Project

Digital Eco-Design: Planning a Sustainable Software Project

Auteur n°4 – Mariami

As a key pillar of sustainable IT, digital eco-design (or sustainable software design) involves integrating environmental considerations from the initial conception phase of a software product to reduce its ecological footprint (energy, materials, etc.). In a context where digital technologies already account for approximately 3–4% of global greenhouse gas emissions, this approach has become essential. Planning for digital sobriety as early as the specifications phase maximizes project efficiency while controlling indirect costs (such as energy and maintenance). These savings can then be reinvested into innovation and business features.

Why integrate eco-design from the planning stage of a software project

Environmental impact is determined from the very first lines of the specifications.

Many environmental impacts are locked in during the design phase. The French Chamber of Commerce and Industry (CCI) emphasizes that “it is important to integrate this approach very early, as many impacts are decided from the design phase.” For example, the amount of data collected or the complexity of a feature will directly influence energy consumption during usage. It is therefore crucial to define environmental indicators early on (such as kWh consumed, kgCO₂ emitted, data volume, etc.) and to set ambitious targets. Concretely, integrating eco-design into planning means specifying how to calculate these indicators and setting related goals.

In Switzerland, the national Digital Strategy recommends extending the lifespan of digital solutions from the design stage—see the official report from the Swiss Confederation. For instance, in a project involving a cantonal administration portal, the team could measure the energy impact of new features on servers or opt for a low-impact local hosting solution (a Swiss data center powered by renewable energy).

Reducing energy costs also translates into a better ROI: lighter code lowers server consumption and, therefore, operating expenses. According to the RGESN, applying these principles from the start can reduce the software’s footprint by a factor of three.

Additionally, the approach enhances user experience (faster journeys) and brand image (competitive edge). Ultimately, starting with eco-design during the planning phase leads to long-term gains in operational efficiency.

Sustainable Technologies and Architectures: Levers for a Reduced Impact

The right technical decisions provide a solid and lasting foundation.

Efficiency stems from thoughtful technical and architectural choices. This means favoring optimized code, lightweight frameworks, and high-performance databases to minimize resource consumption. For instance, reducing network calls, compressing images, and caching static content can significantly lower server load. The architecture must also be modular and scalable: using containers or serverless services allows automatic adjustment of capacity based on actual needs, thereby avoiding infrastructure oversizing. By incorporating these practices from the design phase, a durable and long-lasting project foundation is established.

Green Hosting Providers and Data Centers

Choose providers committed to sustainability—those powered by renewable energy sources (hydroelectric, solar, wind) and certified by recognized environmental standards (ISO 14001, Green IT, etc.). In Switzerland, Infomaniak exemplifies this commitment with a data center that reuses 100% of its electricity to heat up to 6,000 homes. Additionally, it employs external air cooling without active air conditioning, dramatically reducing energy consumption related to temperature regulation. This kind of infrastructure proves that technological innovation and environmental responsibility can coexist harmoniously.

Scalable and Adaptive Architectures

Scalable infrastructures like microservices, containers (Docker, Kubernetes), or modular cloud platforms (AWS, GCP, Infomaniak Public Cloud based on OpenStack) allow computing and storage power to be dynamically adjusted according to usage peaks. This prevents overprovisioning, which is both costly and energy-intensive. Serverless computing (such as AWS Lambda) is another effective path: resources are consumed only when the code is actively executed. This enables higher energy efficiency and more precise resource allocation aligned with real usage.

Optimized Code and Resource Usage

A high-performance site or application relies on lightweight, readable, and well-structured code. Regular analysis using tools like EcoIndex, Lighthouse, or WebPageTest—combined with server log audits and network request monitoring—helps identify unnecessary resources. Compressing images (using WebP, AVIF), minifying CSS/JS scripts, and leveraging local or system fonts significantly reduce page weight. Practices like lazy loading, code splitting, and optimizing the critical rendering path also enhance the platform’s environmental footprint.

Open Source and Sustainable Software Solutions

Well-maintained open-source software (CMSs, frameworks, libraries) helps avoid the rapid renewal cycles enforced by proprietary vendors. Their open documentation encourages broader understanding and collaboration, extending the lifespan of solutions and facilitating ecological audits. For example, choosing PostgreSQL over closed systems, or CMSs like Strapi, Ghost, or WordPress in headless mode, offers better control over performance and sustainability. Moreover, the open-source community plays a key role in vulnerability detection, sharing best practices, and continuously improving efficiency.

Edana’s Eco-Responsible Architectural Approach

At Edana, we favor proven and modular technology stacks. Our architectures are designed with scalability and digital sobriety in mind, often integrating lightweight frameworks such as SvelteKit or Next.js and modern JavaScript runtimes like Node.js or Deno. These choices allow for progressive loading, better memory management, and superior energy efficiency.

We frequently host our projects on Infomaniak due to its alignment with our RSE (CSR) values—its ethical cloud is perfectly in line with our principles. We also work with platforms like Vercel or Cloudflare Pages, optimized for static and distributed applications.

Our databases are selected for their robustness and efficiency: PostgreSQL for complex projects, SQLite or Redis for microservices. Our entire stack is designed to minimize heavy dependencies and maximize component reusability. As a result, every project remains adaptable, durable, and resource-efficient—without compromising on performance, security, or maintainability.

More broadly, we avoid bloated, poorly optimized platforms with a high carbon footprint. These solutions often come with expensive, inflexible licenses and lock businesses into complex infrastructures that are hard to evolve and misaligned with sustainable and agile approaches.

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Project Governance and Collaboration: Aligning Stakeholders Around CSR Goals

Eco-design also relies on a collaborative, measurable, and well-aligned project approach.

Eco-design is, above all, a matter of organization. All project stakeholders—management, Product Owner, developers, end users, and the CSR team—must share the same environmental impact goals. To achieve this:

  • Draft an eco-design charter at the project’s outset. This document can define concrete commitments by the team (e.g., minimizing API calls, optimizing front-end assets, reducing technical debt, etc.).
  • Integrate environmental impact indicators into steering committees (e.g., CPU/memory usage, page weight, estimated emissions per user). These metrics should be tracked just like business KPIs.
  • Add a “sobriety review” at each key step: sprint reviews, releases, or functional arbitrations. Systematically ask: “Does this feature justify its environmental cost?”

In Switzerland, the Canton of Geneva joined the “Responsible Digital” label as early as 2021, formalizing its commitment to digital sobriety. This green governance includes regular reviews: every development decision is analyzed through the lens of its “carbon cost.” For instance, an overly resource-intensive feature might be:

  • postponed,
  • simplified,
  • or offset by optimizing another component.

💡 Tip for IT project managers: use a cost/benefit/impact matrix to prioritize features.

At Edana, we recommend treating eco-design as a flexible framework, adaptable to your context, organizational maturity, and project constraints. This may include:

  • Integrating eco-score criteria into the product backlog,
  • Raising developer awareness through workshops or “eco-challenges” (e.g., building a page under 200 KB),
  • Using evaluation tools like EcoIndex, GreenFrame, or Scaphandre in CI/CD pipelines,
  • Including energy performance in the acceptance criteria.

By embedding environmental responsibility into governance and collaboration practices, you enable your teams to make informed and impactful choices—without slowing down your delivery cycles.

Measure, Optimize, Iterate: Eco-Design Is a Continuous Process

Designing with sobriety also means learning to correct and improve.

Once software is in production, the eco-design journey doesn’t end—it evolves. The first step is to measure real-world impact using operational KPIs (such as server electricity consumption, CO₂ emissions from usage cycles, response time, etc.). Monitoring tools (log analysis, automated load testing, EcoIndex, etc.) help continuously gather this data. For example, it’s possible to generate detailed monthly reports on energy usage by each feature. These metrics often reveal new opportunities for savings: underused pages or unnecessary components can be removed.

Then comes iteration: each new release incorporates lessons learned from the previous one. Features are adjusted, and resource use is continuously optimized. For instance, if a CPU-intensive module is rarely used, it may be deactivated. The goal is to steadily reduce the service’s footprint over its lifecycle. According to consulting firm Synapsys, a 30–50% reduction in digital footprint over three years is achievable by conducting quarterly reviews and producing annual sustainability reports.

Several Swiss examples highlight this continuous approach. The Romandy-based startup Canopé creates carbon reports for IT infrastructures, showing that on average, 80% of the total footprint comes from hardware manufacturing and end-of-life processing. Knowing this encourages organizations to extend equipment lifespans and recycle devices. Meanwhile, initiatives such as Geneva’s “Digital Cleanup Day” regularly promote the deletion of obsolete data and applications.

Eco-Design: A Driver of Innovation and Differentiation for Digital Projects

Eco-conscious software design is a competitive advantage.

Eco-design encourages organizations to rethink digital solutions for greater simplicity and robustness. For example, streamlining the user journey (fewer pages and requests) not only lightens server load but also improves responsiveness.

From a business perspective, numerous studies confirm that CSR (Corporate Social Responsibility) commitments enhance brand reputation, attract top talent, and ease access to funding. By treating environmental performance as a key metric, companies can fully leverage this differentiating factor.

Since every project is unique, there’s no one-size-fits-all formula. The most impactful results come from aligning technical best practices, business goals, and an RSE (CSR) vision to build responsible and durable software solutions.

At Edana, we support our clients with this tailored approach. Thanks to our agile, open source, and security-focused mindset, every application we build benefits from a sustainable design aligned with its specific challenges. The ability to blend digital innovation with social and environmental responsibility is a powerful differentiator in today’s market.

Launch a Sustainable Digital Project: Talk to Our Experts

At Edana, we are a team of software engineers, enterprise architects, and digital transformation specialists who believe that eco-design is more than just an environmental concern—it’s a powerful lever to build digital solutions that are sustainable, high-performing, and aligned with today’s real-world needs.

By integrating the principles of digital sobriety from the project’s earliest stages, we design tools that are lighter, more efficient, and environmentally responsible—while also enhancing user experience and optimizing the technical and human resources involved.

Whether you’re developing a new business application, redesigning an e-commerce platform, or modernizing an existing information system, we seamlessly integrate your CSR criteria to deliver innovation, performance, and positive impact.

Get in touch—every project starts with a simple, informal conversation with one of our digital experts.

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PUBLISHED BY

Mariami Minadze

Mariami is an expert in digital strategy and project management. She audits the digital presences of companies and organizations of all sizes and in all sectors, and orchestrates strategies and plans that generate value for our customers. Highlighting and piloting solutions tailored to your objectives for measurable results and maximum ROI is her specialty.

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CAPEX vs OPEX in Digital Projects: What’s at Stake for Swiss Companies?

CAPEX vs OPEX in Digital Projects: What’s at Stake for Swiss Companies?

Auteur n°3 – Benjamin

Business leaders in Switzerland are faced with a major strategic decision when managing IT projects as part of their organisation’s digital transformation: should they prioritise CAPEX or OPEX? In other words, is it better to acquire and develop digital assets (servers, software, infrastructure) through capital expenditures, or to consume IT services via recurring operational expenses?

This structural choice directly impacts financial performance, technological flexibility, company valuation, and even digital sovereignty. In this article, we clarify these concepts and their implications, illustrating them with real-life Swiss business cases and sharing software architecture best practices to help optimise your digital investments.

CAPEX vs OPEX: Key Definitions and Differences

What is CAPEX (Capital Expenditures)?

CAPEX refers to capital expenditures made to acquire or improve long-term assets.

In IT, this includes, for instance, the purchase of servers and hardware, the development of custom software, or the construction of an internal data centre. These expenses are capitalised on the balance sheet and amortised over the life of the asset, meaning the cost is spread over several years. The company becomes the owner of the asset, with all the associated advantages: full control, tailored customisation, and potential long-term value of its technology estate.

However, CAPEX involves a substantial upfront financial commitment, which can significantly impact cash flow. It also requires foresight, as technology assets may become less relevant over time due to evolving business needs and rapid innovation. It is therefore crucial to plan CAPEX carefully, taking into account the asset lifecycle, future upgrades, and the infrastructure’s capacity to evolve over time.

What is OPEX (Operating Expenditures)?

OPEX refers to the ongoing operational expenses required for day-to-day functioning.

In IT projects, this includes subscription-based services, pay-as-you-go cloud resources, monthly software licences, outsourced maintenance, and more. OPEX is recorded as an operating expense in the current year’s income statement. Unlike CAPEX, it does not require a large upfront investment: costs are spread out over time, making IT spending more predictable and easier to track month by month.

This model provides welcome flexibility: services can be scaled up or down as needed, with no long-term financial commitment. For example, rather than purchasing servers, a company may opt to use cloud services billed based on consumption.

However, OPEX also has its drawbacks. Over several years, ongoing payments may exceed the cost of a one-time investment. Moreover, relying on external vendors for critical services creates a dependency that can limit the company’s control over its infrastructure. If the provider experiences operational issues or changes its terms, this can have direct consequences on the client company’s operations.

In summary, CAPEX comes with ownership and upfront effort, while OPEX offers flexibility and smoother cost distribution — each approach has its pros and cons, and it is essential to understand them fully.

Impact on Financial Performance and Company Valuation

The CAPEX vs OPEX decision has a significant impact on a company’s financial statements and on how investors or shareholders perceive its health and value. From an accounting and financial perspective, the treatments differ substantially.

CAPEX expenditures are capitalised, recorded as assets on the balance sheet, and amortised over several fiscal years. This increases the company’s assets and potentially its equity, improving certain financial ratios (such as debt or solvency ratios). On the other hand, if the investment is debt-financed, long-term liabilities also increase.

OPEX expenditures, by contrast, are fully recorded as expenses in the income statement for the current year. They reduce net profit and operating margin in the short term but provide immediate tax relief by lowering the taxable income for that year.

From a cash flow perspective, CAPEX requires a concentrated upfront outlay, whereas OPEX spreads the cost over time, resulting in more predictable cash flows from one period to the next. A company needing to preserve liquidity may lean towards OPEX to avoid a large disbursement, while a cash-rich company may opt for CAPEX to reduce future expenses.

In terms of company valuation, the CAPEX/OPEX structure can influence how long-term value is perceived. CAPEX is often associated with growth investments: analysts assess it to estimate ROI potential and future expansion. For example, a tech scale-up heavily investing in CAPEX to develop proprietary software creates valuable intangible assets (IP, exclusive technology) that can significantly boost valuation in the event of an acquisition or IPO.

Conversely, a highly asset-light company relying heavily on outsourced OPEX functions may show a lean balance sheet and little debt, which can appeal to investors looking for flexibility and variable cost structures. However, excessive reliance on OPEX may also be viewed as a risk (service contracts to renew, lower margins). There’s no universally superior model — it depends on cost structure and industry context.

That said, in challenging economic conditions (e.g., tighter credit access), companies often reduce CAPEX and turn to OPEX-based solutions to minimise funding needs. In contrast, in a growth cycle, they are more inclined to invest in CAPEX to prepare for future scale.

In short, the company’s financial profile (profitability targets, cash constraints, debt strategy) and market expectations (asset-based vs recurring revenue-based valuation) should both be considered when choosing between CAPEX and OPEX.

Technological Flexibility and IT Project Agility

Beyond financial aspects, the CAPEX vs OPEX orientation directly affects a company’s technological flexibility and its ability to execute digital projects with agility.

With a CAPEX model, the organisation owns its infrastructure and software, allowing full control and custom configuration aligned to its specific needs. However, this control often comes at the cost of reduced adaptability: major upgrades may require new investments, and the company can become locked into past technology choices (legacy systems). In contrast, an OPEX approach — typically involving cloud or SaaS solutions — provides much greater elasticity by design. Cloud services allow real-time adjustment of allocated resources (compute power, storage, users), and costs are incurred only for what is actually used. This avoids unused overcapacity and waste, while ensuring immediate availability of additional resources during peak activity.

Moreover, service-based solutions include frequent update cycles — often invisible to the client — meaning the company continuously benefits from the latest features without having to plan complex migration projects every few years. In this sense, OPEX delivers operational agility that is invaluable in fast-changing digital environments.

This technical agility translates into the ability to quickly experiment or seize new digital opportunities. For example, rolling out a new analytics tool or mobile app for a pilot project is easier under an OPEX model (monthly subscription, quick setup) than under a CAPEX model, which would require upfront infrastructure deployment. As one expert puts it, “on-demand cloud services bring inherent benefits in eliminating waste, providing elasticity and, perhaps most importantly, enabling agility.” The pay-as-you-go model allows businesses to test, scale, and switch services as needed, giving them the responsiveness to act on market trends. This flexibility is central to digital transformation and continuous innovation.

However, the agility advantage of OPEX must be weighed against the technological dependency it creates. Choosing a SaaS solution or public cloud means ceding a level of control to a third-party provider: the company becomes subject to their release cycles, roadmap decisions, pricing policies, and even business strategy shifts. In contrast, a CAPEX model — especially one built on open-source technologies and custom development — allows full strategic independence. The code is owned, fully customisable, and free from external licensing or roadmap constraints. This level of control is especially important for Swiss companies seeking to build sovereign, sustainable digital assets tailored to their business needs and regulatory landscape.

For example, several Swiss banks have historically favoured custom-built proprietary systems, ensuring compliance, deep integration with their core IT, and exceptional stability. This CAPEX choice delivered long-term robustness, even if it sometimes limited short-term agility. In truth, it wasn’t the CAPEX model that hindered innovation, but often a lack of modularity or forward-looking architecture. Today, with modern design approaches (API-first, microservices, open-source stacks), it’s entirely possible to build modular, evolutive CAPEX solutions that offer both independence and adaptability.

In practice, the most successful companies combine both models wisely: they invest in a robust, custom or open-source software foundation to secure strategic control over core functions, and complement it with cloud or SaaS services to speed up the deployment of non-differentiating or experimental features. This hybrid architecture brings together agility, sovereignty, and budget efficiency.

Digital Sovereignty, Compliance, and Model-Related Risks

In Switzerland, digital sovereignty and regulatory compliance are key strategic considerations in the CAPEX vs OPEX decision — especially when sensitive data is involved.

Choosing a CAPEX model often means keeping data “in-house,” on servers that are physically or legally owned by the organisation (or at the very least, by a trusted local provider). This is frequently driven by confidentiality and regulatory requirements: certain types of data (such as in healthcare or finance) may legally be prohibited from leaving Swiss territory or must remain under Swiss jurisdiction. By investing in its own infrastructure or a local private cloud, a company ensures that its information is hosted in Switzerland, governed by Swiss law, and protected from foreign interference.

In contrast, relying on OPEX solutions from global providers (e.g., American hyperscalers like AWS, Microsoft Azure, or Google Cloud) can raise concerns around data protection and exposure to foreign laws (such as the US PATRIOT Act, Cloud Act, etc.). This is one reason why the Swiss Confederation is actively working on a sovereign cloud project: the Swiss Government Cloud, with an investment budget of CHF 320 million, aims to create a reliable, secure, and sovereign national cloud infrastructure to complement existing public cloud services. This public investment — which we will explore further in the next section — is motivated by the desire to reduce dependency on foreign providers and maintain control over government data. “It’s an investment in the future that strengthens sovereignty,” the Finance Minister stated when presenting the project. The Swiss Parliament has explicitly required that this sovereign cloud prioritise open standards, open-source software, and vendors headquartered in Switzerland, to maximise the country’s technological autonomy. This case illustrates how a major CAPEX-driven initiative (building one’s own infrastructure) can be justified by sovereignty concerns.

From a risk standpoint, each model carries its own pitfalls. A poorly scoped CAPEX investment can result in underused or outdated assets that weigh down the balance sheet (both financially and technically). Moreover, internalising services requires having the right in-house expertise to operate and secure them over time — which can be challenging in the absence of sufficient IT talent, creating operational risks. On the other hand, a fully OPEX-based model exposes the company to supplier dependency: if the provider sharply increases pricing, changes its service offering, or suffers a major outage, the client organisation may be directly impacted with no fallback.

It is therefore essential — particularly for Swiss mid-sized and large organisations handling critical data (banks, insurers, hospitals, public institutions) — to carefully assess the legal and operational risks tied to cloud services and outsourcing. Often, hybrid solutions or contractual safeguards are implemented to mitigate these risks (e.g., selecting clouds with data centres located in Switzerland, encrypting data, including reversibility clauses to repatriate data internally if needed, etc.).

In summary, digital sovereignty is now a decisive factor that can push companies toward greater CAPEX (to maintain local control), or toward carefully selected OPEX options (Swiss providers, private cloud) that guarantee an appropriate level of trust. Each organisation must weigh the sensitivity of its data and systems: which workloads can be hosted in a public external cloud, and which must remain secured within a tightly controlled perimeter?

In the next section of this article, we’ll look at concrete examples of CAPEX, OPEX, and hybrid strategies in Switzerland, as well as best practices to help you adopt an optimal structure for your digital projects.

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Real-World Examples of CAPEX, OPEX, and Hybrid Strategies in Switzerland

To ground these concepts in reality, let’s examine several Swiss use cases that illustrate different approaches — CAPEX, OPEX, or hybrid — along with their respective advantages and limitations.

Swiss Government Cloud: A CAPEX Investment in Public Sovereignty

A flagship example of a full-CAPEX strategy is the Swiss Government Cloud (SGC) — the sovereign cloud initiative launched by the Swiss Confederation. Faced with the sovereignty concerns discussed earlier, the Swiss government has opted to invest heavily in building a national cloud infrastructure dedicated to public administration. The Federal Office of Information Technology (FOITT) will lead this programme from 2025 to 2032, with the goal of establishing a hybrid multi-cloud platform serving federal needs while also being available to cantonal and municipal administrations.

The approach is clearly CAPEX-driven: the project involves creating a long-term infrastructure asset (data centres, software platforms) owned by the state. The expected benefits include greater independence from global cloud giants, local jurisdiction over sensitive government data, and a cost-price shared service offering for the entire public sector.

This choice enables full end-to-end architectural control: for example, emphasis is placed on using open technologies and Swiss-based vendors to avoid vendor lock-in. The limitations, however, lie in cost and complexity: mobilising hundreds of millions in funding and highly specialised talent over several years carries risks of budget overruns or partial obsolescence by the time the platform is fully operational — especially as the public cloud market continues to evolve rapidly.

Additionally, despite its ambition, the sovereign cloud will not offer the full spectrum of services available from hyperscalers — it is designed as a complement for critical workloads rather than a complete replacement of public cloud solutions. In short, this case reflects a deliberately CAPEX-oriented strategy driven by sovereignty and long-term vision, while also highlighting the significant governance challenges it entails.

UBS and Microsoft Azure: An OPEX Bet on Cloud Agility in Banking

Some Swiss companies favour an OPEX approach to boost their technological agility. UBS, one of the world’s largest private banks, adopted a “cloud-first” strategy as early as 2018 in partnership with Microsoft. By 2022, after migrating one-third of its applications to Azure, UBS announced plans to raise that figure to 50% by 2027 — including critical workloads. The goal: to accelerate the rollout of digital banking services, reduce fixed infrastructure costs, and lower the bank’s carbon footprint through more energy-efficient data centres.

According to UBS, the public cloud has helped halve certain production deployment cycles and enabled the faster launch of digital MVPs thanks to on-demand infrastructure. The integration of carbon impact tracking modules, co-developed with Microsoft, further illustrates how the OPEX model supports ESG commitments.

That said, such externalisation raises crucial issues for a systemically important bank: FINMA compliance, data residency (using Swiss or European cloud regions), continuous security audits, and robust reversibility clauses. UBS had to negotiate a strict contractual framework ensuring data confidentiality, resilience, and governance.

This case illustrates a broader trend: even traditionally CAPEX-heavy sectors like banking are now embracing cloud-based OPEX models for strategic projects — provided the associated risks are tightly managed.

The Hybrid Model: Combining CAPEX and OPEX for the Best of Both Worlds

Between the two extremes, most Swiss companies adopt a hybrid model that blends targeted CAPEX investments with smart OPEX usage.

According to a recent study, 56% of Swiss businesses using cloud services have also kept local servers — clear evidence that more than half are adopting a hybrid approach that combines cloud and on-premise infrastructure. This combination allows them to leverage the advantages of both models while compensating for their respective limitations. In practice, organisations typically allocate CAPEX to components they want to fully control or amortise over time, and OPEX to resources or applications where flexibility and scalability are key.

A typical example: a Swiss industrial company might keep its critical production management system running on dedicated servers (CAPEX) to ensure confidentiality and uptime, while using SaaS tools for support functions such as HR or CRM (OPEX). Similarly, a Swiss hospital may host its patient database on secure, in-house machines (CAPEX) to comply with data protection laws, while relying on cloud services for non-sensitive data analytics or logistics management (OPEX). This hybrid approach provides peace of mind for mission-critical systems, and agility for less sensitive workloads.

Cost optimisation is also a strong driver: savvy companies often invest in CAPEX for their baseline needs (steady and predictable workload levels) and use cloud-based OPEX solutions to handle peak loads or temporary projects. This strategy avoids overprovisioning: they own only what’s needed to cover the core, and scale flexibly through the cloud as demand spikes. In other words, CAPEX supports the “run”, and OPEX handles the “change” or the exceptional.

Best practices observed in this hybrid approach include a strong emphasis on interoperability: internal systems and external services must coexist seamlessly. This requires well-designed architectures (see next section) and clear governance. One common pitfall is turning hybrid into the sum of both models’ drawbacks — for example, by duplicating costs through redundant resources (overprovisioning on-premise while also paying for unnecessary cloud capacity), or by allowing technical complexity to spiral. However, with proper management, many Swiss companies find that a hybrid CAPEX/OPEX strategy is the most efficient and resilient approach to support long-term digital transformation.

Software Architecture Best Practices to Optimise Investment

Whether favouring CAPEX, OPEX, or a mix of both, how systems are architected plays a crucial role in the success of the chosen model.

A modern software architecture can enable an optimal investment structure by reducing reliance on any one irreversible choice. Here are several expert-recommended best practices:

API-First Approach and Open Architectures

Designing applications and services with APIs (Application Programming Interfaces) from the outset provides great flexibility.

It enables seamless integration between internal components and external services. For example, a business application developed in-house can consume cloud-based microservices via standard APIs — or vice versa, a SaaS solution can be swapped for another if the APIs are compatible. API-first avoids vendor lock-in and makes it easier to switch providers — invaluable when relying on OPEX services.

Additionally, by standardising interfaces, companies can transparently combine CAPEX and OPEX modules within their IT systems. Interoperability is key: it preserves strategic agility and keeps options open — whether to internalise a service if OPEX costs spiral, or to outsource if reducing CAPEX becomes a priority. The Swiss Confederation has taken this to heart, advocating for open standards in its sovereign cloud initiative — a recommendation relevant to all organisations.

Leveraging Open-Source Software

Open source is a powerful ally for maintaining control over your digital strategy while optimising costs.

By choosing proven open-source solutions (operating systems, databases, middleware, etc.), a company can reduce licensing costs (OPEX) and avoid dependence on a single vendor. Of course, “free” open source is a myth: CAPEX is still required to build internal expertise or bring in service providers to install, customise, and maintain the software. But this builds in-house knowledge capital and opens the door to collaboration with open-source communities for continuous improvement.

Moreover, open-source software provides transparency, especially in terms of security and compliance — the source code can be audited and strengthened if needed. Many Swiss organisations already combine open source and digital sovereignty: for instance, FOITT prioritises open source in the Swiss Government Cloud, and some Swiss banks self-host sensitive data in open-source databases to avoid foreign vendor lock-in. In this sense, open source is a CAPEX investment (integration time) that reduces recurring OPEX (licenses, royalties) and ensures long-term independence.

Modular Architecture and Microservices

A modular architecture breaks systems down into independent (or loosely coupled) components — ideally implemented as microservices in modern software ecosystems.

Each module serves a distinct function and communicates with others via standard interfaces. This modularity offers several benefits in optimising CAPEX and OPEX. First, it allows for per-component investment decisions: a company may choose to internally develop (CAPEX) a core module that delivers a unique competitive advantage, while using a SaaS solution (OPEX) for a generic module like payroll or email.

If modules are well-isolated, having one in OPEX doesn’t compromise the performance of those built in CAPEX, and vice versa. Second, modularity supports future evolution: if one module becomes obsolete or too expensive, it can be replaced without reengineering the entire system. For example, in a modular e-commerce architecture, you could swap payment providers (OPEX) without touching the product catalogue (CAPEX) or the rest of the platform.

This flexibility protects past investments and avoids the domino effect. “Design for change” becomes the guiding principle: companies anticipate that some components may migrate from cloud to on-prem or vice versa, depending on future needs. On an operational level, technologies like containerisation (Docker, Kubernetes) support this portability — the same container can run on internal VMs or public cloud environments, giving businesses the freedom to move workloads based on cost or compliance.

By adopting a modular, scalable, and resilient architecture, companies can continuously fine-tune their CAPEX/OPEX mix instead of being locked into a fixed structure.

In conclusion, these architectural best practices — API-first, openness, open source, modularity — are designed to minimise the constraints of any given investment model. They serve as a hedge against lock-in: even if today your infrastructure is predominantly OPEX-based in the cloud, you retain the ability to bring certain components back in-house as CAPEX tomorrow (or to switch providers) without rebuilding everything. Conversely, if you’ve heavily invested in CAPEX, an open modular architecture makes it easy to integrate new cloud services when it makes sense — extending the lifecycle and value of your assets.

These are agile architectural principles aligned with financial strategy, ensuring your digital infrastructure continues to serve evolving business needs over time.

Conclusion: Discuss Your Situation with a Digital Ecosystem Expert

The CAPEX vs OPEX dilemma goes far beyond accounting — it’s a true strategic lever for Swiss companies seeking performance, flexibility, and digital sovereignty. As we’ve seen, this decision affects a company’s financial structure, capacity for innovation, long-term valuation, and level of technological dependency. There is no one-size-fits-all answer: each organisation must define its own balance based on business realities, budgetary constraints, and digital ambitions.

In practice, hybrid approaches — combining long-term investments with on-demand services — are emerging as sustainable, agile solutions. But only if they’re carefully architected. Indeed, it’s the software architecture — modular, open, and scalable — that makes it possible to implement a CAPEX/OPEX strategy aligned with business goals.

At Edana, we design custom digital ecosystems that embed these principles from the ground up. By guiding executives and IT leaders through the technical and financial trade-offs, we help build solutions that are robust, scalable, and cost-effective.

Let’s discuss the best structure for your next digital project — and turn your IT investments into a sustainable driver of business performance.

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Budget Estimation and Management Guide for Digital Projects (T&M, Fixed Price, Hybrid)

Budget Estimation and Management Guide for Digital Projects (T&M, Fixed Price, Hybrid)

Auteur n°3 – Benjamin

In digital project management, budget estimation aims to determine the projected costs of a project, while budget control involves monitoring actual spending to ensure it remains aligned with initial forecasts. For decision-makers and technology leaders, clearly understanding the differences between pricing models such as Time and Materials (T&M), Fixed Price (lump sum), and Fixed Budget with Flexible Scope is essential for managing financial risks and ensuring the success of digital initiatives.

The Different Pricing Models

The choice of pricing model directly impacts the cost, flexibility, and success of your project: choose it carefully to avoid budget overruns, bottlenecks, and degraded quality.

Time and Materials Model (T&M)

The Time and Materials (T&M) model, also known as a time-based or hourly pricing contract, bills the client for the actual hours worked and the materials or resources used. It offers optimal flexibility for projects with frequently evolving requirements. However, its main drawback is the difficulty in accurately forecasting total costs, which can lead to significant budget overruns if management is not rigorous. It is the preferred billing method for agile providers, although agility and T&M are not necessarily linked.

Sometimes, it is more reassuring for a client to know the final fixed price the project will cost. Hence the following model, which provides financial peace of mind but also comes with its own set of challenges.

Fixed Price Model (Lump Sum)

The fixed price model (lump sum or fixed-price contract) guarantees the client a predefined cost for the entire project. This model is particularly suitable when specifications are clearly established from the start, thereby reducing the financial risks associated with unforeseen issues. Its main advantage lies in the budget predictability it offers, while its lack of flexibility can become problematic if changes are needed mid-project.

Often used in waterfall project management, where a highly detailed specification document is typically provided at the project’s inception, this pricing model remains dependent on the provider’s ability to correctly estimate the scope of work and resources required. One common issue, in the case of a poor estimate, is the provider reducing quality to mitigate financial losses, having to make trade-offs as a result.

As with the T&M model, strong trust is essential between the client and the service provider.

Fixed Budget with Flexible Scope Model (Hybrid)

The fixed budget with flexible scope model is particularly suited to ambitious yet functionally uncertain digital projects. It involves defining a maximum budget upfront while leaving room for flexibility regarding the features delivered, based on business priorities and constraints encountered along the way. This model is ideal for organizations needing financial visibility without sacrificing agility.

In practice, this means features are continuously prioritized based on their added value, and those that do not fit within the budget can be postponed to a later phase or dropped if they become irrelevant. This is often referred to as a “sliding scope” or “negotiable scope” in agile frameworks like Lean or Scrum.

For example, in a project with a 200,000 CHF budget, it can be agreed that this amount will not be exceeded. The project team will work in short cycles (sprints) to deliver the highest-value elements first, adapting to user feedback and real-world conditions. Once the budget is used up, the project is concluded — with no financial surprises.

This model relies on a strong trust-based relationship, total transparency on progress, and regular client involvement in prioritization. It is often used in long-term partnerships or when the provider is seen as a strategic partner rather than just a supplier.

In the remainder of this article, we’ll explore the importance of accurate budget estimation for the success of a digital project, effective estimation techniques, how to manage and control a budget, and finally, some additional approaches to optimize your IT project budgets over the long term.

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The Strategic Importance of Accurate Budget Estimation

A rigorous estimation is crucial to securing your project and encouraging stakeholder engagement.

In a digital project — whether it involves software development, an e-commerce redesign, a business application, or any other IT project — budget estimation is much more than a simple upfront costing exercise. It is a strategic tool that informs technological choices, structures trade-offs, aligns stakeholders, and secures project execution in terms of both time and budget.

Why is accurate estimation so critical?

A poor or inadequate estimate can lead to:

  • Major budget overruns
  • Delivery delays due to underestimated workloads
  • Deterioration of final quality, impacting user experience
  • Loss of trust between stakeholders and the project team

Conversely, a well-constructed estimate allows:

  • Trust to be established between clients, business teams, and technical teams
  • Priorities to be phased according to available resources
  • ROI to be tracked closely at each milestone

Estimation Methods We Use

1. Analogous Estimation

This relies on analyzing similar past projects. For example, if a similar e-commerce project required 80 days of backend development, this reference can be used as a starting point.

Advantage: Quick to produce
Limitation: Less reliable if the context differs significantly

2. Parametric Estimation

This uses statistical models based on measurable parameters. For example, the cost of a module may be estimated based on the number of interfaces to connect or the number of simultaneous users. It requires historical data and a solid internal indicator database.

Advantage: Ideal for projects with many quantifiable factors

3. Bottom-Up Estimation

Each task is broken down, estimated individually, and aggregated into a total budget. This is the most precise method for complex projects, but also the most time-consuming.

Advantage: High level of granularity
Limitation: Requires deep understanding of the scope from the start

4. Participatory Estimation (Planning Poker)

In agile development, we use collaborative methods like Planning Poker, widely adopted in Scrum and cross-functional teams.

Each team member — developers, UX designers, QA, project manager — independently evaluates the complexity of a task using a scale (often Fibonacci: 1, 2, 3, 5, 8, 13, etc.). These estimates are made simultaneously to avoid influence bias. In case of significant discrepancies, a discussion follows to identify divergence points and reach a more reliable consensus.

Advantage: Strengthens team engagement and builds a shared understanding of risks and uncertainties

Don’t Freeze the Estimate: The Role of Forecasting

A good estimate isn’t fixed at project kickoff — it evolves. That’s why we include regular forecasting in our tracking methodology. At each milestone (typically monthly or quarterly), we reassess the gaps between forecast and actuals, adjust future workloads, and share this visibility with clients.

Real-Life Case: Swiss Watchmaking E-Commerce Project

In a complex e-commerce project for a retail client, we combined:

  • A parametric estimate based on similar past projects
  • A bottom-up estimate for critical modules (e.g., product customization, ERP integration)
  • Quarterly forecasting to adjust resources in real-time

This approach helped us stay within the initial budget envelope without sacrificing quality, while absorbing technical surprises specific to the luxury sector.

Key Takeaways on Financial Estimation for IT Projects

A reliable budget estimate isn’t based on a single formula. It is multidimensional, evolving, and collaborative.

It requires:

  • Relevant historical data and benchmarks
  • Estimation tools adapted to context
  • Project team involvement, including frontline insights
  • Continuous tracking that anticipates rather than reacts to gaps

This is the combination we implement at Edana to secure our clients’ most ambitious projects.

Budget Control and Monitoring: Plan, Track, Adjust

A rigorous tracking system helps detect budget discrepancies early and act accordingly.

In any digital project, budget control is a strategic lever. It’s not just about avoiding overruns: it’s about anticipating issues, optimizing resources, and ensuring profitability.

Why is it crucial?

A project that exceeds its budget without early detection can quickly become unprofitable or jeopardize other ongoing projects. On the other hand, a rigorous tracking approach allows adjustments before it’s too late and provides transparency to stakeholders.

Key Benefits of Good Budget Tracking:

  • Faster, better-informed decisions
  • Reduced financial risk
  • Improved project profitability
  • Strengthened trust between business, finance, and IT teams

Budget Control in Practice

This involves regularly comparing actual spending with initial forecasts. This approach allows:

  • Early detection of gaps
  • Understanding of their causes (delays, cost overruns, poor estimates, etc.)
  • Rapid corrective action (resource reallocation, scope reduction, renegotiation, etc.)

Our Approach

At Edana, we recommend weekly or monthly tracking depending on the project’s scale. For this, we use tools like Jira (task and workload management) and Confluence (shared documentation and reporting). These tools provide a clear, collaborative, real-time view.

Tip: Automate your tracking reports with dynamic dashboards. This saves project managers time and lets decision-makers focus on analysis and action.

Concrete Example

For a Swiss industrial SME, we implemented an agile monitoring method combining budget dashboards, weekly control points, and adjustment scenarios. The result: 30% fewer overruns and better visibility for top management, who could lead with confidence.

Optimize Your Budget with a Tailored Open Source Approach

A tailored and strategic tech stack maximizes ROI while minimizing hidden costs.

Using open-source technologies significantly reduces licensing and maintenance costs while avoiding vendor lock-in. This approach ensures greater flexibility and long-term control over your digital project.

Opting for a custom or semi-custom solution also brings significant budget management advantages compared to off-the-shelf software. The latter, often less suited to your company’s specific needs, can generate high technical debt and unexpected mid-term costs.

At Edana, our architectural vision prioritizes scalability, security, and environmental responsibility. For example, for a Swiss service company, we replaced a proprietary solution with a tailored open-source architecture, halving annual maintenance costs while improving operational efficiency. And this is far from an isolated case.

Take Control of Your Budget: Let’s Talk

Effective estimation and budget control are major strategic levers in the success of your digital projects. Whether your preference is for T&M pricing, a lump-sum contract, or a flexible hybrid model, adopting a proactive and thoughtful approach is essential to protect your business from financial risks.

At Edana, as a strategic digital partner for mid-sized and large companies, we turn budget challenges into opportunities to enhance competitiveness and secure long-term digital investments.

Want to estimate the cost of a web, IT, or software project? Contact us to speak with one of our experts.

Discuss about your challenges with an Edana expert

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AI Agents with MCP: Transformative Enterprise AI Within Reach

AI Agents with MCP: Transformative Enterprise AI Within Reach

Auteur n°2 – Jonathan

Model Context Protocol (MCP) is an open standard designed to connect any AI agent to your data and tools in real time, making it more effective and relevant. Launched in November 2024 by Anthropic—the company behind the Claude AI service—MCP defines a common language to guide the AI to the right sources and actions, whether it’s an in-house model (custom AI hosted on-premises) or a third-party API such as ChatGPT or Claude. This enables the AI to interact with multiple systems and deliver much broader capabilities. For decision-makers and technology leaders, MCP means rapid deployment of intelligent (or AI assistant) agents that are contextually relevant and secure, without sacrificing business agility or increasing technical debt.

MCP: A Contextual Protocol for Ecosystem-Connected AI

The MCP protocol stands apart from classic approaches by standardizing exchanges between AI and enterprise systems, providing instant, secure access to business data and automated triggers within your IT landscape.

MCP acts as a universal translator: it turns an AI agent’s request into calls to databases, CRMs, ERPs, document repositories, or any other part of your IT stack, then returns structured context to the model. Where every new integration once required bespoke code, MCP lets you build one connector that works with all compliant tools. This openness accelerates evolution of your system while minimizing maintenance costs.

By choosing a widely adopted open-source standard like MCP, you avoid vendor lock-in and retain full control over your connectors and models. Plus, the MCP community continuously enriches adapters—whether for enterprise AI platforms or open-source frameworks—ensuring sustainable interoperability. Today, this standard has become essential for anyone integrating AI into their business processes and value chain.

High-Performance, Scalable, Customizable, and Secure AI Agents

MCP enables you to build intelligent agents that draw on real-time data from your key systems and orchestrate complex processes, while delivering modularity, scalability, and security.

Here are some examples of what MCP can bring to organizations that integrate it effectively:

  • Performance & Relevance
    MCP-powered agents can query your CRM, document management system, or application logs to generate context-aware responses, greatly increasing the business relevance of model outputs.
  • Scalability
    The standard protocol makes it easy to scale (adding new sources, handling increased traffic) without a full redesign—offering flexibility and true scalability.
  • Customization
    Each agent can be configured to access only the required business data and actions, optimize its tone and governance rules, and comply with regulatory requirements. This boosts flexibility and contextualization of your model.
  • Security
    MCP includes built-in authentication and auditing mechanisms under your control. No black-box data flows—every exchange is logged and access-restricted according to defined permissions. In Switzerland, and particularly in AI contexts, this level of security is crucial.

Enterprise Use Cases for MCP

From customer support to cybersecurity, and from administrative processes to IT operations, MCP powers AI agents that precisely address your business challenges.

  1. Customer Support
    Deploy a virtual assistant that consults the CRM and knowledge base in real time. Contextualized replies can cut first-level ticket volume by up to 30 %.
  2. HR/IT Automation
    An “Onboarding” agent can automatically create user accounts, send welcome emails, and update the ERP based on an HR form—freeing IT from repetitive tasks.
  3. Proactive Industrial Maintenance
    An MCP agent monitors critical machine metrics (or servers) via SCADA, IoT, or supervision systems, predicts failures through trend analysis, and auto-generates preventive maintenance orders in a CMMS—reducing unplanned downtime by 20 %–40 % and extending equipment life.
  4. Cybersecurity
    An automated watcher correlates SIEM alerts and event logs, notifies analysts, and suggests actionable remediation plans—improving average response times by 40 %.
  5. Business Intelligence
    A conversational tool can query your data warehouse and reporting systems to deliver on-demand dashboards and ad-hoc analyses without mobilizing data analysts.

These five examples are generic; the possibilities are endless and depend on each company’s challenges and resources. While standalone AI could automate certain time-consuming tasks, MCP supercharges automation by enabling AI to understand context, personalize its work, and interact precisely with its environment—making it far more effective in handling parts of your value chain. MCP will therefore play a key role in task automation and optimization in Switzerland and internationally in the coming months and years.

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How MCP Works (For Technical Readers)

MCP relies on exchanging JSON messages between the AI agent and business connectors, orchestrated by a lightweight broker:

  1. Initial Request
    The user or application sends a question or trigger to the AI agent.
  2. Context Analysis
    The agent, equipped with an appropriate prompt, wraps the request in an MCP envelope (with metadata about the user, application, permissions).
  3. Broker & Connectors
    The MCP broker reads the envelope, identifies required connectors (CRM, ERP, document store, etc.), and issues REST or gRPC API calls per a simple, extensible specification.
  4. Data Retrieval & Aggregation
    Connectors return structured fragments (JSON, XML, protobuf), which the broker assembles into a single, rich context.
  5. AI Model Invocation
    The AI agent receives the full request and context, then queries the model (hosted locally, in your private cloud, or via an API such as OpenAI) to generate the response or next actions.
  6. Execution & Feedback
    For action steps (ticket creation, email dispatch, etc.), the broker relays commands to target systems and can return an execution log for auditing.

This workflow is completely vendor-agnostic: you can host an open-source speech-to-text model in-house for call center interactions, or use the OpenAI API for NLP, depending on business context and cost or time constraints.

Challenges & Best Practices for Successful MCP Deployment

To guide technical and business teams through concrete implementation of the protocol while anticipating key pitfalls, we recommend following these steps:

1. Define Your Functional Scope

  • Map priority use cases (customer support, maintenance, BI…)
  • Identify target systems (CRM, ERP, SCADA…) and access constraints (authentication, throughput, latency)

2. Governance & Security

  • Establish fine-grained access policies: which agents can query which data, under what conditions
  • Implement continuous MCP call auditing (centralized logs, anomaly alerts)

3. Technical Pilot & Rapid Prototyping

  • Start with a PoC on a simple case (e.g., CRM-connected FAQ assistant)
  • Measure end-to-end latency and functional enrichment delivered by MCP

4. Industrialization & Scaling

  • Deploy a resilient MCP broker (high availability, load balancing)
  • Version and test business adapters (unit/integration tests)

5. Continuous Monitoring & Optimization

  • Dashboards tracking:
    • Number of MCP calls per day
    • Average response time
    • Error or integration-failure rate
  • Collect user feedback (internal NPS) to refine and prioritize new connectors

Edana’s Approach: Flexible Solutions

Edana combines the best of open source, third-party APIs, existing tool integration, and custom development to address each business context.

We naturally favor open standards and open-source building blocks to limit costs, avoid vendor lock-in, and optimize total cost of ownership. However, when time-to-market, budget, or complexity constraints demand it, we integrate proven solutions: hosting an open-source speech-to-text model for call centers, leveraging the OpenAI API for rapid NLP understanding, or coupling with a third-party computer-vision service… With MCP, these elements mesh seamlessly into your ecosystem without adding technical debt.

Our methodology applies a variety of technology approaches tailored to maximize ROI and ensure robustness and longevity of your solutions.

As ecosystem architects, we prioritize security, scalability, and sustainability across all your AI agent platforms. We factor in your CSR commitments and corporate strategy to deliver responsible, high-performance AI aligned with your values and specific business needs—accelerating your digital transformation without compromising on quality or data control.

Ready to automate your business processes without sacrificing quality—in fact, improving it? Not sure where to start? Our experts are here to discuss your challenges and guide you end-to-end.

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PUBLISHED BY

Jonathan Massa

As a specialist in digital consulting, strategy and execution, Jonathan advises organizations on strategic and operational issues related to value creation and digitalization programs focusing on innovation and organic growth. Furthermore, he advises our clients on software engineering and digital development issues to enable them to mobilize the right solutions for their goals.

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Integrating ESG Principles for a Sustainable Digital Transformation

Integrating ESG Principles for a Sustainable Digital Transformation

Auteur n°3 – Benjamin

ESG (Environmental, Social, and Governance) principles are an essential framework for evaluating and steering the sustainability of your information system. In a context of digital transformation, decision‑makers and technology leaders must balance operational performance and CSR to reduce their digital footprint while maximizing business value.

Understanding ESG Principles in Digital

ESG criteria provide a framework to measure and steer the sustainability of your digital activities.

ESG principles highlight three core dimensions: environmental concerns (emissions, resource consumption), social factors (working conditions, societal impact), and governance (transparency, ethics). Often confused with CSR—which takes a broader, cultural and strategic approach—ESG delivers precise, comparable metrics. For decision‑makers, this distinction is crucial: ESG focuses on specific indicators, while CSR encompasses a wider societal responsibility.

Applied to digital, this approach examines everything from data center energy consumption to interface accessibility and data protection. It helps identify optimization levers—from selecting eco‑designed servers to adopting lightweight frameworks. By combining these indicators, technology leaders can demonstrate the ROI of an eco‑responsible strategy both internally and to stakeholders.

However, there is no one‑size‑fits‑all solution for building an ESG roadmap: each context is unique. ESG maturity depends on industry, company size, and geographic location. Before launching any development, map your usage patterns, suppliers, and stakeholders to define a bespoke, scalable trajectory aligned with your business objectives.

Deploying a CSR Strategy at the Heart of Digital Transformation

Embedding CSR from the design phase ensures responsible, value‑driven digital initiatives.

CSR is more than a label or an annual report: it must be woven into every phase of your digital roadmap. From the requirements stage, integrate digital sobriety criteria: limit data volumes, favor proven technologies, and optimize algorithms. This discipline reduces operational costs, limits technical debt, and strengthens team buy‑in.

Our team supported a Swiss SME in e‑commerce by overhauling its application architecture. By replacing a heavy proprietary solution with a mix of open source and custom‑built modules, we cut server consumption by 30% and improved platform maintainability. This approach promotes scalability and eases the future integration of sustainable features (environmental monitoring, responsible multilingual access).

Success also hinges on effective project management. Rely on an agile, collaborative methodology—using tools like Jira and Confluence—to ensure transparency, traceability, and to prioritize high‑value strategic aspects. By steering sprints with ESG indicators, you can adjust priorities in real time and document ESG gains for executive stakeholders.

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Benefits of Open Source and Custom Development for Sustainability

Open source and custom‑built solutions limit vendor lock‑in and optimize total cost of ownership.

Leveraging proven open source components allows you to share R&D efforts and benefit from community updates, reducing vendor dependency. When combined with custom development, this approach offers maximum flexibility to integrate CSR features—such as carbon‑tracking dashboards or eco‑design workflows.

Unlike off‑the‑shelf solutions that are often patched to fit needs, custom development eliminates unused features, reducing technical debt and resource consumption. Hosting and maintenance costs are optimized, and your company retains full control over its source code.

As ecosystem architects, we favor a blend of open source modules and from‑scratch developments. This model industrializes CSR best practices and enables your information system to evolve without massive code rewrites, ensuring security, resilience, and adaptability to future ESG requirements.

Governance and Scalable Architecture for Responsible IT

Agile governance and a modular architecture ensure the longevity of your ESG initiatives.

To embed sustainability into your IT, establish dedicated governance with clearly defined roles and responsibilities. Technology leaders must work closely with executive management and CSR functions to continuously refine the digital roadmap. Regular reviews combining ESG and business KPIs enable informed decision‑making.

Technically, a micro‑services or modular API architecture facilitates integrating new eco‑responsible modules without disrupting existing systems. Each component can be updated independently, reducing regression risks and deployment costs. This granularity also accelerates compliance with regulations such as Europe’s CSRD directive.

Finally, software eco‑design must become a cross‑disciplinary reflex: from database modeling to web or mobile frontends (Next.js, React Native…), every architectural choice should be validated based on environmental and social impact. This level of rigor guarantees responsible digital solutions that create value and drive competitiveness.

Passez à l’action et optimisez à la fois votre compétitivité et votre performance ESG

By integrating ESG principles into your digital transformation, you’re not just complying with standards—you’re building a sustainable competitive advantage. From defining environmental and social criteria to adopting a modular open source architecture, every technical decision fuels your CSR objectives and strengthens resilience. Clear governance paired with custom development helps you control costs and impacts while staying ahead of regulatory changes. Interested? Let’s discuss your challenges with an Edana expert.

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Business Intelligence: Comparison of Power BI, Tableau, Superset, Metabase

Business Intelligence: Comparison of Power BI, Tableau, Superset, Metabase

Auteur n°2 – Jonathan

Well known to decision‑makers and technology leaders, business intelligence (BI) encompasses a set of tools and methods to turn your data into strategic insights. Each solution has its own strengths and limitations depending on your business context. This guide compares Power BI, Tableau, Superset, and Metabase to help you choose the option best suited to your digital transformation strategy.

Power BI: strengths and limitations

Power BI delivers tight integration with the Microsoft ecosystem and a fast ramp‑up for teams.

Power BI, developed by Microsoft, appeals with its familiar interface and native Office 365 integration. For IT directors already using Azure or a Windows environment, deployment is swift and licensing costs are often more predictable than with competing products. Connecting to data sources (SQL Server, SharePoint, Excel) takes just a few clicks, and the wealth of preconfigured visuals simplifies the creation of interactive dashboards. From an ROI perspective, business adoption tends to be faster thanks to the familiar user experience and automatic report updates.

However, Power BI can create significant vendor lock‑in for organizations pursuing a multi‑cloud or hybrid strategy. Licensing models tied to Office 365 or Azure can cause budgets to balloon if you exceed certain user or data volume thresholds. Technically, advanced customization (complex DAX scripts, custom visual extensions) demands specialized skills that few teams possess in‑house, and even with deep Power BI expertise, important limits remain. For example, data refreshes are capped at eight times per day on the Pro plan (and tightly controlled on Premium), which can hinder near‑real‑time use cases—whereas Superset or Metabase let you configure continuous update pipelines at no extra cost. Another constraint: interface customization (themes, workflows, embedding in internal portals) is confined to Microsoft’s frameworks, while an open‑source solution gives you full code access to tailor the user experience to your exact needs.

To balance scalability and security, Edana often adopts a “custom‑built” hybrid approach: use Power BI for rapid exploration, while developing open‑source connectors to reduce dependence on proprietary APIs. This hybrid architecture methodology ensures flexibility to evolve your BI tools over time, while leveraging Microsoft’s strengths.

Tableau: key advantages and use cases

Tableau stands out for its advanced visualizations and active community, ideal for deep analytics.

Tableau is renowned for its powerful visualization engine and drag‑and‑drop interface. IT directors value the ability to craft sophisticated charts without a developer, and real‑time data updates streamline operational decision‑making. The built‑in Data Prep tool makes it easy to clean and transform sources, while Tableau Server provides enterprise‑grade governance and security.

On the ROI front, Tableau licenses may appear more expensive upfront than an open‑source tool, but rapid deployment and strong business‑user buy‑in often justify the initial investment. Conversely, scaling Tableau Server requires a robust infrastructure and significant DevOps support to ensure performance and availability: adding nodes to a cluster incurs additional Core licenses and manual server configuration, while embedding dashboards for external users demands paid View or Explorer licenses. Technically, the Hyper engine can exhaust memory and slow response times without fine‑tuned partitioning, and the extensions API is sandboxed in JavaScript, limiting the integration of complex visuals—constraints that Superset or Metabase do not share, as they offer native auto‑scaling and direct code access for unlimited interface customization.

A semi‑custom model can work well with Tableau. For instance, we supported a major industrial client in deploying Tableau (which some decision‑makers were already comfortable with) in a multi‑cloud environment, defining a mixed architecture based on Kubernetes and microservices. This hybrid model—combining standard components and bespoke development—reduced technical debt and ensured scalability in line with the client’s CSR goals (server resource optimization, carbon footprint reduction).

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Superset and Metabase: flexibility and controlled costs

Open‑source solutions Superset and Metabase cut costs and avoid vendor lock‑in through full customization.

Apache Superset and Metabase are increasingly popular open‑source BI platforms for cost‑conscious IT directors seeking technological independence. Superset, backed by the Apache Foundation, offers a broad range of visualizations and an integrated SQL editor for advanced users. Metabase, by contrast, shines with its ease of use and rapid onboarding—perfect for mid‑sized companies or teams starting out in data analytics.

The major advantage of these tools lies in their high scalability, flexibility, and zero licensing fees. With solid software development skills, you can build a high‑quality, low‑maintenance BI system. For example, our team recently assisted a Swiss retail company with implementing Metabase on an Infomaniak‑hosted infrastructure in Switzerland. Our bespoke approach involved creating custom connectors to their PostgreSQL and ElasticSearch databases and automating deployment via Terraform scripts. This flexibility delivered a strategic dashboard in under two weeks and saved the client 60 % on licensing costs compared to proprietary solutions—laying a solid foundation for ongoing digital‑infrastructure cost optimization.

In terms of security and scalability, Superset and Metabase integrate with your authentication systems (LDAP, OAuth2) and run behind a reverse proxy. We recommend a modular architecture using Docker containers and a Kubernetes orchestrator to ensure resilience and seamless updates. This strategy aligns perfectly with our ecosystem‑architect vision, built around sustainability and operational performance.

Choosing the right BI solution for your context

Selecting the ideal tool depends on your business drivers, data maturity, and budget.

The decision starts with a clear assessment of your context and priorities. If you already operate in a Microsoft ecosystem and need rapid adoption, Power BI may be the right fit. For advanced analytics needs, Tableau remains a benchmark thanks to its active community and certified training programs. If your goal is a fully customizable tool that adapts perfectly to present and future requirements—or to minimize costs and avoid vendor lock‑in—Superset and Metabase offer unmatched flexibility, at the price of investing in internal skills or external support.

Key evaluation criteria include data volume, refresh frequency, visualization complexity, governance, and security requirements. Also consider technical debt: deploying a “tacked‑on” solution can incur hidden long‑term costs, underscoring the value of a semi‑custom build.

Finally, involve your business stakeholders and IT provider from day one to define KPIs and priority use cases. A rapid proof of concept (PoC) also validates your tool choice before full‑scale rollout. This agile methodology, combined in Edana’s case with our expertise in TypeScript, Node.js, and React, ensures smooth integration of your BI tools with existing systems and effective change management.

In summary

With this comparison of Power BI, Tableau, Superset, and Metabase, you have the insights to align your BI strategy with your business goals. Each solution brings unique advantages: native integration for Power BI, advanced visualization for Tableau, and open‑source flexibility for Superset and Metabase. Your choice will hinge on your data maturity, budget, and tolerance for vendor lock‑in. As a rule, drive your digital transformation with a modular, custom‑built architecture that delivers performance, sustainability, and advanced personalization for optimal results.

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PUBLISHED BY

Jonathan Massa

As a specialist in digital consulting, strategy and execution, Jonathan advises organizations on strategic and operational issues related to value creation and digitalization programs focusing on innovation and organic growth. Furthermore, he advises our clients on software engineering and digital development issues to enable them to mobilize the right solutions for their goals.

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Automating Business Processes and Optimizing Operational Costs for Swiss Enterprises

Automating Business Processes and Optimizing Operational Costs for Swiss Enterprises

Auteur n°3 – Benjamin

Business Process Automation (BPA) has become a priority for many Swiss companies, seeking to streamline their operations, reduce costs, and increase overall efficiency. According to a recent study by consulting firm Deloitte, 69% of Chief Information Officers consider automation a major concern. In this article, we explore why and how business process automation can be particularly beneficial for companies in Switzerland, focusing on solutions tailored to their specific needs.

Understanding Business Process Automation (BPA)

Business Process Automation aims to robotize repetitive tasks, traditionally time-consuming, within a company’s operational processes. Its goal is to accomplish these tasks more quickly and without errors through technology. This approach provides significant relief to employees by relieving them of tedious tasks while improving the overall efficiency of the company.

Definition of Key Acronyms

  • DPA (Digital Process Automation): Refers to digitalized process automation.
  • BPA (Business Process Automation): Corresponds to automation of business processes.
  • BPM (Business Process Management): Represents the management of business processes.
  • RPA (Robotic Process Automation): Means robotic automation of processes.

Correlation between BPA and BPM

Business Process Management (BPM) is a strategic approach involving analysis, modeling, and optimization of processes. It is not software itself but guides the development of effective solutions.

In contrast, Business Process Automation (BPA) is operational and involves the use of applications designed to meet specific business needs. BPA encompasses all automations resulting from the BPM approach, thus ensuring practical and sustainable solutions.

Relationship between BPA and RPA

Robotic Process Automation (RPA) is a subset of BPA, focusing on the use of software robots, computer bots, and artificial intelligence to automate specific actions. In Switzerland, this could mean automated data export between CRM and ERP software, thus improving operational fluidity or implementing any IT system that automates certain information processing.

It is crucial to note that artificial intelligence is not always necessary in the context of RPA. Simpler solutions can bring significant improvements in operational efficiency.

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Advantages of Business Process Automation for Swiss Companies

1. Operational Optimization

By integrating automation to handle repetitive tasks, Swiss companies can bring significant optimization to their daily operations. This results in a substantial reduction in human errors, a notable acceleration of processing times, and an overall improvement in operational efficiency. By relieving employees of these tedious tasks, automation frees up valuable time that can be reallocated to higher value-added activities. Furthermore, implementing these solutions helps create a smoother and more responsive work environment, thus fostering better productivity within digitized companies and organizations.

2. Reduction of Operational Costs

By reducing dependence on human resources for manual tasks, Swiss companies can not only achieve substantial savings in operational costs but also unlock considerable financial potential. This approach promotes more efficient budget management while providing financial leeway for companies and organizations, thereby strengthening their resilience and ability to invest in key areas for long-term growth.

3. Regulatory Compliance

Business Process Automation in Switzerland goes beyond operational efficiency; it also represents an essential bulwark against the risks of non-compliance with strict Swiss regulations. It thus reduces legal risks and enhances the reputation of companies. Customized applications offer an agile solution, ensuring quick adaptation to regulatory changes and transparent traceability to meet compliance requirements.

4. Adaptability to Local Needs

Business Process Automation (BPA) solutions offer targeted adaptation to Swiss market requirements, thus enhancing their local relevance. This customization provides essential agility to quickly respond to market changes. By personalizing automated processes, Swiss companies remain competitive in a dynamic business environment.

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Examples of Automation for Swiss Companies

Automating Financial Processes

By adopting automation of financial processes, Swiss companies can establish invoice management, payment, and financial reporting that transcends conventional standards. This approach goes beyond mere optimization, offering enhanced financial transparency and a higher level of regulatory compliance. This operational transformation thus goes to the heart of efficiency, accuracy, and financial governance, positioning companies to thrive.

Automated Human Resources Management

By opting for automation of human resources-related processes, companies can streamline crucial aspects such as leave management, performance evaluations, and payroll management. Moreover, it can establish a more agile and employee-centered organizational culture. This transformation goes beyond operational efficiency; it creates an environment where talent management becomes a strategic lever for growth and innovation. Thus, this evolution in human resources management offers Swiss companies a substantial competitive advantage in a dynamic and ever-changing labor market.

Customer Service Automation

By embracing customer service automation, companies can not only increase operational efficiency by automating ticket management, responses to common queries, and collection of customer feedback but also transform the overall customer experience. This transformation goes beyond reducing response times; it fosters deeper connectivity with customers, enhances customer satisfaction, and builds a reputation for service excellence. This evolution becomes a central element of differentiation strategy, positioning companies as customer satisfaction-focused leaders in an increasingly demanding Swiss commercial landscape.

Examples of Business Automations Developed by Our Teams for Our Clients

Designing custom software solutions to automate our clients’ processes is our specialty. Our multidisciplinary teams conceive, design, deploy, and maintain tailor-made business solutions that bring maximum value to our clients.

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Creating custom software to digitalize operations

Investing in custom software creation is essential for Swiss companies looking to maximize the benefits of business process automation. Opting for a customized solution addresses the specific needs and unique challenges of each company.

First and foremost, this approach ensures a perfect fit with the company’s specific requirements. The inherent flexibility of custom solutions also allows for quick adaptation to changes in the Swiss market. Additionally, customization promotes an optimal user experience, increasing employee adoption of the new automated processes.

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