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Data integration & BI · Swiss SMEs

Bring data together.Make clearer decisions.

We connect ERP, CRM and operational data in BI dashboards. See the metrics your team can act on, with traceable definitions and sources.

Discuss the projectView scope

30 minutes · free initial call

Delivered client project · Outlyr

Outlyr homepage with YouTube research, discovery and AI video ideas
YouTube data → outlier analysis → content strategy

The service

What makes a dashboard reliable

A focused dashboard with verified KPIs and automated refreshes.

  • Connect and model data sources consistently
  • Define revenue, margin or utilisation clearly
  • Design dashboards for each role and decision
  • Monitor refreshes, data gaps and access
Data sources and BI architecture
PostgreSQLERPCRMGA4Google AdsREST APIsData WarehouseRow-Level SecurityNext.jsPython
A fit when
Reports live in spreadsheets or metrics disagree across systems.
Result
A focused dashboard with verified KPIs and automated refreshes.
Starting point
Fixofferte nach Scoping

Two operational dashboards

Decisions from connected data

Outlyr brings YouTube channel data, outlier scores and AI content ideas together in a SaaS platform. Autowelt Rajper connects inventory, leads and sales metrics while clearly showing gaps in historical data.

View dashboard references

Customer evidence · Public product demo and approved reference information · Outlyr · Autowelt Rajper

Outlyr

YouTube data → outlier analysis → content strategy

  • More than 500 content creators reached
  • Niches, video data and outlier scores
  • AI video ideas and MCP integration
What this evidence demonstrates

Metrics require reliable dates and definitions. Missing historical sales data stays a documented gap.

Working together

How the project works

From a clear goal to a result you can verify.

  1. 01

    Decisions and KPI definitions

    We start with the questions management and teams need to answer. Each KPI receives a definition, formula, granularity and data owner.

  2. 02

    Sources and data quality

    We check IDs, timestamps, historical coverage and API limits. Missing fields are documented as gaps rather than silently estimated.

  3. 03

    Model and dashboard

    Data is standardised into a focused dashboard. Each role sees only the metrics and records it needs.

  4. 04

    Acceptance and operations

    Metrics are reconciled against source systems. Updates, monitoring, access and change procedures are included in handover.

Good to know

Frequently asked questions

How does SME data integration work?
Inventory sources, define management metrics, build API connections without replacing sources, then deliver automatically updated dashboards or reports. New tools such as SeaTable can also be introduced and connected.
Typical analytics use cases for Swiss SMEs?
ERP/CRM/web dashboards, lead scoring, market monitoring, demand and stock forecasts, churn models and weekly reports. Workflow automation is covered by ERP and API integration.
Which AI models and tools do you use?
Claude, OpenAI GPT-5 and Gemini as appropriate, orchestrated through MCP and Python or TypeScript. We assess quality, cost and privacy.
How do you protect sensitive data?
A gateway filters fields and tokenises sensitive values. API/business contracts exclude model training. Sensitive cases may use self-hosted Llama or Mistral on Swiss infrastructure, with processing agreements.
What does a typical AI integration cost?
Small workflows from CHF 3'000; projects with 3–4 sources, 2–3 dashboards and 1–2 AI components around CHF 10'000–30'000; data warehouses, multiple dashboards, AI and MCP from CHF 35'000. Hosting, model APIs and monitoring add operating costs. We provide an ROI estimate beforehand.
How secure is a dashboard on our domain?
The PWA runs on your subdomain behind zero-trust access with SSO and MFA. Options include Cloudflare Access or self-hosted Authelia in Switzerland/EU. Row-level permissions limit visible data and audit logs record access. Selection depends on residency and protection requirements.

Explore further

Machine dashboards for manufacturingReference: OutlyrReference: Autowelt RajperMarketing AttributionERP & API integration

Let’s discuss your process

A clear next step.

Direct contact with the senior team · no obligation

Discuss the projectinfo@everdigital.ch