Power Automate Workflow improves Claims and Compensation Processing
As the industry‘s competence center, HotellerieSuisse has represented the interests of Switzerland‘s lodging establishments since 1882. Its more than 3’000 members are committed to a quality-oriented, forward-looking and sustainable lodging industry. As the umbrella organization of 13 regional business associations, HotellerieSuisse is present in all parts of the country and language regions and employs around 100 people.
Initial Situation
The members of HotellerieSuisse are heavily burdened by the Corona crisis. As a sign of support, HotellerieSuisse is paying financial compensation to around 2’000 members who continue to train apprentices during the crisis. The application for compensation should be as simple and efficient as possible. For this reason, HotellerieSuisse opted for a digital overall process – from recording to payment.
Solution
Microsoft Dynamics 365 Sales and a hotel database developed in-house served as the data basis for the process. The members can enter the necessary data via Microsoft Forms (number of learners, account details). Via Power Automate Workflow, this data is compared with the database and supplemented with further information. This results in a credit document that is automatically sent to the applicant, who can check it for correctness and approve it. After successful confirmation, all details are transferred directly to the ERP system, thus automating bookings and payments.
Benefits
- Thanks to the new intranet, employees can be informed quickly, transparently and comprehensively.
- Important management announcements can be published in a timely manner.
- The self-service approach means that the HR department receives fewer inquiries and can therefore focus on other tasks.
- Access to important documents and forms is now available to all employees and is facilitated by the powerful SharePoint search function.
- Replacing the «bulletin board» not only saves work, but also enables the timely publication of information.