risk management > providers from switzerland

DokPro – Your App for Efficient and Professional Documentation

With DokPro, you can create high-quality reports in no time using your smartphone or tablet. Choose from pre-designed templates, add photos via the camera (e.g., construction defects or whiteboards), and send the completed documents as PDFs directly from the app. The dictation feature eliminates manual typing, while the option to include your logo ensures a professional presentation.

Highlights:

- Offline documentation: Work seamlessly without an internet connection.

- Templates: Use predefined themes for structured reports.

- Revision security: Reports include unique document numbers and versioned changes in line with DIN standards.

- Fast delivery: Send reports directly to recipients from the app.

- Tailored solutions for every industry:

- DokPro Construction: Designed for the construction sector. Digitally capture site reports, records, and receipts instantly, reducing errors and saving valuable time.

- DokPro Business: Simplify business processes with clear, standardized reports that capture decisions and tasks promptly.

DokPro – Streamline your workflow and boost quality.

Data loss prevention (DLP) with a high degree of automation. Based on the basic products from Symantec, McAfee, Forcepoint, Microsoft and / or Proofpoint. The e3 DLP solution is up to 10 times cheaper to operate. This saving can remain so or be invested in a higher level of protection.

DIGITAL ONBOARDING:

Automate efficiently any process – From bank account opening to complex contract structures of legal entities with large data amounts and extensive cross-departmental workflows or approval processes.

IdentON and VidentON are our solutions for digital client onboarding. Quick and effective identity verification including automized background checks [e.g. KYC, credit, and address checks].

TOP CUSTOMER BENEFITS:

01 | Reliable fraud prevention

02 | Maximize conversion rates

03 | High data security

IMS PREMIUM is the ideal technology platform on which to develop a comprehensive business process. IMS PREMIUM is web based, modular and contains in a complete form following modules: Processes, Organisation, Document Management, Key Performance Indicators, Improvement (CIP), Risk, Projects. The software is offering unique setting possibilities, matching company and user specifications.

PRIMADOCA – Your Key to Efficient Business and Project Management

PRIMADOCA is a comprehensive collaboration platform that consolidates all project-related data into a single system. With features such as stakeholder management, personnel management, time tracking, CRM, and document management (DMS), PRIMADOCA provides everything you need for the execution and control of parallel processes. The system is enhanced by modules for task and risk management, streamlining your business workflows.

Projects are centrally recorded, working hours are directly reported back, and documents and tasks are linked to their respective projects. Automated controls, reports, and dashboards ensure greater transparency in management. At the same time, PRIMADOCA reduces IT complexity by integrating the functions of multiple systems into one structured solution.

Experience a platform that simplifies collaboration across your team and optimizes your business processes. PRIMADOCA – one solution for all your needs.

Safely - the easy-to-use occupational safety software. In no time at all, you can ensure occupational safety and health protection in the workplace. With our cloud-based application, you and your employees benefit from all the advantages of a digital tools.

Functions:

- Guideline/ document management

- Risk assessment by means of digital questionnaires

- Control management

- Defect reports

- Inspections

- Incidents

- Training

- Maintenance and repair

- Quick reports

Quality and document management software:

- QM product for ISO 9001 certification

- Document management and document control

- QMS available for the whole organisation using the browser

- Full-text search on your complete documentation (processes, Word, PDF etc.)

- process landscapes, flowcharts and BPMN processes

- Many integrated document types (Word, HTML, Link etc.)

- Edit Word documents directly and extend them with drag & drop links

Quality and document management software for Spitex organizations:

- Use our template process and document structure

- Link documents and processes using drag & drop

- Access to your information over the Internet (also using tablets)

- Full-text search on the complete documentation (word/pdf/process)

- Create content with integrated Microsoft Word

- Print documents with own header / footer

A Real Estate Portfolio Management System enables the real estate actors to eliminate manual processes, leverage better insights through analytics data, and improve returns by focusing on long-term strategies. Don’t rely on antiquated software systems, spreadsheets and manual processes to manage your assets.

With STREETS improve your assets visibility, refine data-driven strategic decisions and decreased your portfolio risks.

- Create insightful report

- Hack your growth

- Develop your portfolio

- Gain control of your data

- Improve data integrity

Time tracking made easy – with TimeControl!

Track your working hours conveniently via smartphone, tablet, or PC. With this intuitive app, you can create projects including project data and logos, and report your hours by project and cost element. A standout feature: automated time tracking. Thanks to GPS tracking or local WLAN, your working hours are automatically recorded upon arrival, departure, or leaving the workplace – all you need to do is define your work location.

TimeControl stands out with:

- Automated time tracking: Working hours are directly allocated to projects and cost elements.

- Ease of use: Save time and costs with the intuitive user interface.

- Flexibility: Utilizes GPS, WLAN, and works on Android, iOS, and Windows.

- Internationality: Available in five languages.

- Integration: Synchronizes with PSE Cloud, PRIMADOCA, and other ERP systems via XML, PDF, or REST API.

PSE Solutions uses TimeControl daily – practical, efficient, and always optimized for your needs.

XENTIS (On-Premise):

The integrated and modular, front-to-back investment management system for the administration of investments. XENTIS supports the complete management of investments, including alternative investments and automates all common business processes, e.g. asset and portfolio management, investment compliance, individual customer reporting, etc.

Managed Solutions (ISAE-3202 certified)

Xcloud (Saas):

In the "Basic IT Operation" service, Profidata Managed Solutions (PDM) takes over the entire IT infrastructure of Profidata applications with the Xcloud solution and operates them for its customers.

Application Management as a Service:

In addition to the basic operation, Profidata Managed Solutions offers an Application Management Service, which provides application support for XENTIS.

Business Process as a Service:

Apart from the technical possibilities, Profidata also offers the option of outsourcing business tasks that are not defined as core business by the customer to Profidata with the Business Process Service.