Which AI guide helps with your task?
Choose a template, comparison or calculation for your next decision. Completed examples also show how to approach a specific task.
Three common tasks: go straight to a relevant guide
Choose a starting point here or browse all guides in the five topic groups. Software, websites and industry tasks are also covered below.
What may our team use AI for?
The policy provides seven rules to complete. The data protection worksheet helps assess a specific task against its data, service, settings and contracts.
Which tool fits, and is it worth the cost?
Test Copilot, ChatGPT and Claude with the same customer enquiry and an expected answer. Then calculate Copilot’s licence, rollout and rework costs.
Are we finding information or transferring data?
For questions about company documents, the guide follows the path to an answer with sources. For duplicate data entry, use a completed field mapping between CRM and ERP.
Rules, data and responsibility
Complete an AI policy, decide which data a task may use, clarify EU relevance or discuss colleagues’ use of personal AI tools.
AI policy for Swiss SMEs: template and rollout
Copy the seven policy clauses, fill in your decisions and check with your team whether the policy is clear enough to use in everyday work.
ChatGPT, Claude and Copilot: data protection for Swiss SMEs
Which data may your team process with AI? Assess the specific service, account, features and purpose of use.
EU AI Act for Swiss businesses: scope and AI literacy
Start with the specific AI application: do you offer a system in the EU, who uses it and where are its outputs used? This determines the next questions about roles, obligations and training.
Shadow AI at work: bring personal tool use into clear rules
When colleagues use their own AI tools, start with the work they need to do. Agree a usable route with clear rules and support.
Tools and everyday work
Test AI tools on the same task, calculate total costs and use templates for prompts, meeting minutes, emails and quotes.
Microsoft Copilot vs ChatGPT vs Claude: an SME comparison
Start with the tool that fits your existing accounts and workflow. This comparison helps you shortlist candidates and provides an identical test with an expected answer.
Is Microsoft 365 Copilot worth it? ROI and total cost for SMEs
A licence fee is easy to convert into working minutes. Whether adoption pays off depends on the complete calculation, including setup, training and review.
Prompt engineering at work: templates for checkable results
A clear brief makes results easier to assess. It does not replace reliable inputs or professional review.
Use AI for meeting minutes, emails and quotations
Turn notes into minutes, reply to a customer email or prepare a quotation: give AI a clear task and get a draft you can review.
Workflows and company knowledge
Choose a suitable AI use case, distinguish chat assistants from agents, understand answers drawn from company documents or map fields between ERP and CRM.
AI agents and workflows for SMEs: automate suitable tasks
An agent can be useful when the next step depends on information found along the way. A delivery enquiry shows when chat assistance or a fixed workflow is enough.
RAG for company knowledge: AI search with sources and access rules
How does a question about internal documents become an answer with sources? One example follows the information through retrieval, access controls and the language model.
Connect ERP and CRM: remove duplicate entry and broken handoffs
Where does your team retype CRM data into the ERP? Describe one handoff using actual fields, then decide whether an existing feature, an import or an interface is enough.
AI use cases for Swiss SMEs: prioritise ten practical ideas
What pays off depends on your tasks, data and resources. These examples help you choose; they are not a universal profitability ranking.
Software, websites and discoverability
Choose software using a requirements test, check a website against a visitor’s task or revise a page for search and AI answers.
Custom software or standard software: an SME decision guide
Buy, extend or commission a custom application? The choice depends on which option demonstrably supports your essential workflows and remains manageable throughout its use.
GEO and SEO in Switzerland: content for search and AI answers
Improve one specific page: answer a customer question directly, support your claims and check whether the page earns source links and relevant enquiries.
Improve a B2B website: content, loading speed and qualified enquiries
Review your existing website from the first impression to an enquiry reaching your team. A completed visitor test shows how to prioritise changes and check whether each obstacle has been removed.
Applications in Swiss industries
Compare completed examples of construction action lists, requests for missing fiduciary documents and changes to internal healthcare instructions.
AI in construction and property: reports, quotations and tenant enquiries
Turn site meeting notes into a reviewable action list and a tenant enquiry into a draft reply. Start with the right documents and keep missing details visible.
AI for fiduciary, finance and insurance work: tasks and boundaries
Match documents, find internal instructions or organise a claim file: choose a preparation step whose output a responsible specialist can check.
AI in healthcare and life sciences: administrative tasks
Compare internal instructions and explain changes to your team: a practical way to trial a specific knowledge task with AI.
Questions about AI and digitalisation
Answers about seminars, data protection, business cases, software and tools.
Illustrative examples and possible workflows
Six practical examples show how AI and digital solutions can make everyday tasks easier.
What is your business working on?
Let’s discuss the task you want to solve and a useful next step.
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