With xRm away from the Excel solution

More effective and efficient collaboration thanks to xRM

The social services of the city of Zurich ensure basic social services. The city itself is divided into five social regions, each with a social centre. The Social Services employ a total of 867 staff, including 205 social workers and 125 administrative staff (as of September 2012). In 2011, around 18,000 people received social assistance. Management by Excel is still widely used in many companies today. However, if several employees have to feed the same Excel spreadsheet with data, these solutions quickly reach their limits. Now, at the latest, is the time to replace the Excel solution with a professional application.

Stadt Zürich Sozialdepartement


efficient teamwork
user-friendly data collection

Initial situation

In order to be able to clear up suspected cases of abusive benefits, the City of Zurich employs various teams that work according to a clearly defined process. The relevant data was mainly recorded in Excel. Both the collection and the evaluation of the data reached their limits with this solution due to the lack of automation. In addition, monitoring the implementation of the defined measures 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.

"Thanks to the new solution, data security has been significantly increased."

Sandra Müller, User, Social Services City of Zurich

Benefits of the solution

  • The xRM solution is integrated in Outlook and the operation is intuitive and similar to Outlook.
  • Since the xRM solution is integrated in Outlook, operation is very simple. The workflow for processing suspect 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.

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