Date: 20.11.2025 (2025-11-20)
Erika Tumino (20.11.2025) • https://www.linkedin.com/in/erika-tumino-a9a17521/ • IT Application Manager
Questions: • Are they automating today? If yes, which tools (Excel macros, Zapier, RPA, ERP features)? • If yes: who does it? Which tools? What works? What does not work? • • If no, why not (cost, complexity, lack of time, no clear ROI)? • d • Notes: • Zuständig für SharePoint, Teams, OneDrive, CRM, ERM (Widas oder Sidas) • Von Vorgänger she took over PowerAutomate processes • Most of them Sharepoint und • Trigger Sharepoint then send email oder erstellen von Tasks • OfficeAtWork: • Automation: Kundendaten automatisch in Templates • They also have an API with make.com aber deaktviert - zwischen zwei CRMs • make.com: they killed one CRM -> additional costs • Finance: nothing with PowerAutomate • • Created PowerArch • Who do they do automations? • • Challenges building a process: • You need technical know how • E.g. loops • She has programming background -> she can do step by step process -> it is difficult for non technical people to understand that logic • Exceptions of data; authentication etc. • What do they do in finance & accounting? • There is no PowerAutomate automations • They use SAP - it is very complex • SAP should soon get a low code automation app soon • Integration is very difficult -> high security policy • She does not know in detail • She does not have any insights -> she sends the invoices and suppliers to an email • Processes to be automated: • Process with Asana • Only RestAPI - no connectors • That is very complicated with only API • PowerAutomate blocked more loops -> 8 levels of loops • Update of portfolio automatically • Flow between DB ESA and OfficeAtWork • search.ch -> they built API for templates • Rest are business processes in MSFT environment • E.g. new employee -> Sharepoint triggers key for employee -> Antrag • Also Visitenkarten • Documentation is a big problem -> she writes down everything -> automatic documentation by Ai would be nice • Security is important -> no problem make.com; PowerAutomate is more of a problem -> they have a separate environment for processes across the company due to access rights etc. • Best processes / most valuable? • • More processes to automate: • • Other automations from other people / departments: • • How does he see legacy software in the energy sector? • • Pitch: finance / accounting and purchasing automation / optimisation! • • Day-to-day reality: What are the most admin-heavy processes in his finance role (invoices, reconciliations, reporting, payroll, compliance, audits)? • • Legacy systems: does he deal with them (accounting tools, banking interfaces, HRIS, ERP)? How painful are integrations? • • Successes & frustrations: if he had a “magic wand,” what would he automate first? • • Ask if he can introduce you to 3 peers in similar roles (finance leads in other startups). •