With xRm away from the Excel solution

With xRm away from the Excel solution to more effective and efficient collaboration.

The Social Services of the City of Zurich provide basic social services. The city itself is divided into five social regions, each with a social center. The Social Services employ a total of 867 people, 205 of whom are social workers and 125 of whom work in the field (as of Sept. 2012). In 2011, around 18'000 people received social assistance. Management by Excel is still widely used in many companies today. If several employees have to the same Excel spreadsheets with data, these solutions quickly reach their limits. Now is the time to replace the Excel solution with a professional application.

Initial Situation

In order to be able to clarify suspected cases of misuse of benefits, the City of Zurich deploys various teams that work according to a clearly defined process. The corresponding data was mainly recorded in Excel. Both the recording and the evaluation of the data reached its limits with this solution due to the lack of automatic mechanisms. In addition, monitoring the implementation of the defined measures also proved to be very time-consuming.


Together with isolutions, the Social Services of the City of Zurich have replaced the Excel solution with a professional and user-friendly application based on Microsoft Dynamics CRM / xRM.

All employees who process cases with suspected misuse of benefits access the application in their specific roles and can easily record all necessary data.

Icon Teamwork
efficient collaboration
Icon Data
user-friendly data acquisition


  • The xRM solution is integrated with Outlook and the operation is intuitive and based on Outlook.
  • Since the xRM solution is integrated with Outlook, it is very easy to use. The workflow for processing the suspicious cases is supported by automatically generated e-mails. In this way, the various teams can work together more effectively and efficiently and concentrate on their essential tasks.

Sandra Müller

User | Sozialdepartement Stadt Zürich

«Data security has been significantly increased thanks to the new solution.»

More Success Stories

Mehrere Kühe auf einer grünen Weide


Efficient Customer Service and Process Optimization thanks to digital CRM Solution

Zwei Schweizer Seilbahnen fahren den Berg hinauf

Seilbahnen Schweiz

Better accident prevention thanks to new accident database

Bell Food Group

Bell Food Group

The training portal successfully supported the introduction of Microsoft 365

Mann schaut auf das Handy mit der offenen Well Gesundheits-App


The Modern Workplace as an Enabler for Innovation in the Healthcare Industry

Labor Diabetes Center Berne

Diabetes Center Berne

More flexibility in diabetes research thanks to Azure and Workplace as a Service

Junge Studenten sitzend im Schulzimmer am Laptop


Digital and modern Exam Management: Automation, Flexibility and increased Efficiency

LOWA Wanderung


Modern workplace without internal IT specialists

SalutaCoach Applikation


Thanks to new application to reduction of numerous additional efforts

Expertsuisse Header


Support and Project Manager for successful Evaluation Process

Swissgrid Headquarter


New Contact Center Solution for a Modern Workplace with more Scalability and Flexibility

Lusee isolutions Story


Thanks to interactive Conversations increased Sales Opportunities

Fachhochschule Nordwestschweiz Migration Microsoft Teams

Fachhoschule Nordwestschweiz

Lower Licenses Costs with Microsoft Teams Telephony

V-ZUG - Story


International Business driven by Introduction of Microsoft D365

BOBST Life Program


Employee Experience 2.0 - Leading Innovation BOBST Life Program for 5'000 Employees

Securitas Group Microsoft 365


With the Introduction of M365 to the Company Culture Booster

Migros Collaboration Platform


Digital Identity, M365 Toolkit and better enterprise-wide Communications

Rotpunkt Apotheken - Story

Rotpunkt Apotheken

Increased Efficiency and fewer Excel Lists thanks to Microsoft D365

BFU IT Framework


New Web Application leads to 80% higher Data Quality

AMAG Gebäude von aussen in Zug


Future Workplace with M365 Suite rolled out to 6'500 Employees

Innosuisse IT Plattform Azure Cloud


Efficiency Increase of the Innovation Promotion Process thanks to individual Solution «Innolink»

KIBAG Digitaler Arbeitsplatz


Successful Introduction of the digital Workplace thanks to User Adoption for 1'200 Employees

Gartenmann Engineering WaaS

Gartenmann Engineering

From successful Cloud Transformation to secure and reliable Operation



Increased Security in Operations thanks to Migration to the Cloud and M365

Swisstransplant - Story


Digitization of Processes for improved Planning and as an Innovation Driver

SIX Group Digital Workplace

SIX Group

Despite strong Regulations with Flex-Client to modern Workplace and Innovation Drive

SBB User Adoption


Change Management leads to mutual Understanding and increased Productivity among 25'000 Employees

Möbel Pfister

Möbel Pfister

Improved evaluation of customer data and optimization of personnel planning

CYBERA Plattform Zur Bekämpfung Und Prävention Von Cyberkriminalität


Combat Cyber Risks with secure and privacy-compliant Web Application on Azure

SBB Microsoft 365 Roll-out


Over 30'000 Users migrated to new digital Workplace and saved Costs in the Process

Menschen in einer Sitzung am Glastisch, das alle spiegelt


More efficient Work from anywhere and predictable IT Costs thanks to Cloud Migration