Centralized Member Management and Course Administration
Angestellte Schweiz digitalized their member management and course organization with Microsoft Dynamics 365 and the Power Platform. All core processes were unified in a central environment.
Dental Association of Canton Zurich
SSO Zürich
Verbände & Non-Profit
8 months
6 developers, 2 UI/UX designers, 1 product owner
SSO Zurich managed over 150,000 members through outdated mainframe systems. Member data was fragmented, self-service options were completely missing, and customer inquiries led to high processing times. The existing system was not scalable and hindered modern customer service.
Development of a modern member platform with self-service portal, automated document processing, and integrated CRM. Implementation of an API-first architecture for seamless integration with existing systems. Gradual migration of legacy data with zero-downtime strategy.
First on-site workshops at Theia, internal data modeling.
On-site requirements workshops and tech refinements on the solution architecture.
Contract finalized, backlog setup in Azure DevOps.
Daily stand-ups with the dev team: role concept including Ärztefon, Bexio integration, Mailchimp connection, invoicing and dunning.
Acceptance of requirement areas F07 to F10.
Acceptance on site at Theia.
Steering committee including apéro at Theia.
Follow-up releases, Ärztefon interface, Corris connection, release planning.
"From Efficiency to Impact" workshop with the SSO board.
Significant relief through automated processes
Transparent emergency service organization
Cloud architecture for flexibility
"Before the introduction, we had to manage countless Excel lists and emails — today everything runs centrally and automatically. This not only saves time but also makes our work much easier for members and the team. The new solution is a real quantum leap for our organization."
Noah Bonito
SSO Zürich
Angestellte Schweiz digitalized their member management and course organization with Microsoft Dynamics 365 and the Power Platform. All core processes were unified in a central environment.
Modern, web-based platform replaces outdated MyTime system with user-friendly interfaces and BSV reporting.
The Stiftung Zürcher Kinder- und Jugendheime (ZKJ) received an integrated Microsoft platform combining a Canvas App, Dynamics 365 Customer Service and a Power Page. Business processes, cases and external communication are now centralised and auditable.