FIVE Informatik AG: Process automation benefits small and medium-sized companies

Together with novaCapta, FIVE Informatik AG has created a powerful Power Platform-based solution for small and medium-sized companies that processes standardized process steps automatically.

Creation of a cost-effective process digitization solution for SMEs

Automatic recognition of a wide range of documents

Easy integration into customers' existing IT infrastructures 

Industry-specific focus (e.g. for insurance brokers)

Model-driven Power App with Power Automate workflows for process automation

Recognition and filing of documents through integration of Form Recognizer and SharePoint

Dataverse (database) for persistence of master data and dynamic data exchange with existing third-party systems (CRM / ERP / archive / portal)

Solution is scalable and can be deployed automatically (pipeline)

Great time savings and efficiency gains through process automation

Increased quality and traceability across all work steps

Fast and easy familiarization with the system, thanks to standardized processes

Flexible and fast expandability of the solution with low-code/no-code

FIVE Informatik AG is a software manufacturer with over 30 years of experience. With novaCapta, FIVE set out to implement its first solution based on the Microsoft Power platform. "We wanted to create a cost-effective solution for small to mid-sized companies that could be easily linked to existing CRM systems. Microsoft's low-code/no-code solution was the right fit for us, but also a new approach. We

already knew novaCapta from previous projects. It was therefore obvious for us to request their expertise for this project as well," Christian Lory, Product Manager of FIVE Informatik AG, explains the project start. With "ONE", an initial solution was created that can be quickly embedded into existing and industry-specific infrastructures.

Broker receive enormous amounts of documents and information on a daily basis, which they have to consolidate, process, document and respond to. With ONE Broker, processing becomes more efficient as processes are automated with the Power Platform solution.

The Model-driven Power App accesses existing CRM systems via interfaces and pulls customer and contract data into the Dataverse database. The administrative staff can view and process both pending and completed orders. The responses and decisions are traceable as process steps. Thanks to SharePoint integration, the processed and generated documents are directly available for review. The following processes illustrate the potential for relieving administrative burden, allowing the administrative staff to focus on core tasks.

Thanks to the selected Microsoft architecture and tools, the solution can be easily expanded at any time to include additional processes as well as document types. Onboarding and updates are fully automated in the existing Microsoft cloud environment, where the solution is also operated.

The time savings for the users are enormous. With integrated history and document storage, processes remain transparent and traceable at all times. ONE: A solution for industry-specific digitization in a complex environment of small companies.

To enable ONE to recognize and match all incoming documents, Azure Cognitive Service was used. Just a few sample documents were sufficient to train a wide range of input: from classic information documents to different invoices.

This enables the solution to recognize the documents, classify them into the correct workflow, and launch the process.

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