Your guide
through
digitalisation.

Mail, applications and legacy records land in the e-file in a structured way — not in the in-tray.

1. Digital mailroomLetters and emails are recognised, assigned to the right department and forwarded with a file reference.
2. Application processingDetails from applications are read out and automatically checked for completeness.
3. Retro-digitisationArchive holdings are captured, given metadata and stored for the long term with a checksum.

Customer mail and grid applications go straight into the right systems.

1. Customer correspondenceChange-of-address notices, meter readings and complaints are recognised and assigned to the right customer account.
2. Grid connectionApplications with plans and supporting documents are read out, checked and assigned to the matching case.
3. Contract archiveSupply, easement and maintenance contracts are filed searchably with terms and deadlines.

Applications, reports and circulars — captured once, found any time.

1. Membership applicationsDetails from applications and change notices are read out and transferred to member management.
2. Funding and reporting proceduresForms and supporting documents are checked for completeness and assigned to the right case.
3. Knowledge archiveCirculars, minutes and statements are tagged and filed searchably.

The scan becomes a product: enriched data instead of mere image files.

1. Document analysisScanned holdings are classified, read out and delivered with meaningful file names.
2. Handover to clientsDocuments and data go to the client via data room, handover spreadsheet or interface.
3. Platform under your own brandThe IDP platform runs under your own branding — with the same process at every location.

Receipts arrive in every form — they are booked in one.

1. Receipt captureInvoices, receipts and bank statements are recognised; date, amount, tax and supplier are read out.
2. Client intakeDocuments sent by upload, email or on paper are sorted to the right client.
3. DATEV transferThe extracted data goes to DATEV or financial accounting in a structured format.

From delivery notes to inspection instructions — paper no longer slows things down.

1. Incoming invoicesInvoices are read out, matched against purchase order and delivery note and routed for approval.
2. Delivery notesLine items and quantities are captured and assigned to the matching order in the ERP.
3. Inspection and QA documentsInspection instructions and reports are read out, tables included, and passed on in a structured format.

Searchable files and contracts — with data protection as a basic requirement.

1. Contract filingContracts are recognised; parties, terms and deadlines are read out and monitored.
2. File digitisationPaper files are captured and assigned to the right matter file.
3. Data roomDocuments for audits and transactions are provided in a structured, access-protected way.

Tenant requests arrive through every channel — they are managed in one process.

1. Manage tenant requestsEmails, letters and forms are classified, routed to the responsible clerk and tracked with status and deadline until answered.
2. Damage reportsReports including photos are assigned to the residential unit and passed on as a job to caretakers or tradespeople.
3. Digital twinFor large estates, a digital replica of buildings, areas and installations is created — defects are located there and tradespeople coordinated precisely.