Nexus: partner workflows and collaboration
Nexus structures how you work with partners - replacing email-based collaboration with a secure, traceable workflow layer across documents, cases, and systems.
It gives internal teams, partners, and clients a shared workspace to exchange documents, manage access, and coordinate actions with full visibility and control.
Core capabilities:- Case-centric views linking status, documents, actions, and counterparties
- Secure file exchange with role-based access control
- Full traceability of partner activity, document flows, and access history
- Structured requests for missing documents, clarifications, and questionnaires
- Optional partner self-service (user and role management)
- Integration-ready (SSO/IAM and APIs)
Nexus in use
The examples below show production use and proof-of-concept work.
The savings figures below use simple operating assumptions and include a 50% realism factor.
Pricing is indicative and is confirmed after a brief initial workshop.
Partner collaboration portal (insurance)
What's the problem:
What Nexus does:
What's the impact:
Typical engagement:
Proven in practice:
- Sharing case information and documents with brokers and intermediaries is often handled manually via email.
- Limited access control and no reliable audit trail.
- Repeated clarification loops and delays, with poor visibility across interactions.
- Difficulty scaling communication during peak periods.
What Nexus does:
- Nexus provides a secure, case-centric collaboration layer for working with external partners.
- It enables structured document exchange, clarification workflows, and granular access control, while maintaining full traceability of who accessed what and when.
- The platform supports partner self-service for roles and permissions, configurable branding, and integration with internal systems via SSO and APIs.
What's the impact:
- Estimated efficiency savings of about CHF 45k per year (assumes 18,000 interactions per year, 5 minutes saved per interaction, and CHF 60 per hour).
- Reduced back-and-forth communication.
- Faster and more structured partner interactions.
- Full transparency and auditability.
- Scalable collaboration during peak periods.
Typical engagement:
- PoC: ~2 weeks
- Tailored portal: ~1-2 months
- Integration (SSO, APIs): ~1-2 months
- Deeper system integration: depends on target systems
- Pricing: starting from CHF 0 (setup), ~CHF 20k/year
- Next step: share a sample partner workflow. We'll assess fit and estimate potential impact.
Proven in practice:
- Reduced manual coordination and email dependency.
- Improved transparency across partner interactions.
- Reliable operation during high-volume periods.
Document, partner, and CRM platform
What's the problem:
What Nexus does:
What's the impact:
Typical engagement:
Proven in practice:
- Service reports, technical manuals, and partner interactions are often managed across folders, systems, and email.
- Slow access to critical documents in the field.
- Limited visibility on partners, contacts, and ongoing work.
- Poor control over access and responsibilities, with fragmented collaboration between internal teams and external partners.
What Nexus does:
- Nexus structures how you work with partners across documents, access, and workflows.
- Documents are organized by product, site, or asset, with granular permissions for internal teams and external partners.
- It tracks partner accounts, contact persons, and tasks, while enabling secure document exchange and structured collaboration.
- QR codes provide direct access to relevant folders or files, helping field teams and partners reach the right information instantly.
What's the impact:
- Estimated efficiency savings of about CHF 20k per year (assumes 12,000 updates per year, 4 minutes saved per update, and CHF 50 per hour).
- Faster access to documents for field teams and partners.
- Clear visibility on partners, contacts, and ongoing activities.
- Secure and structured collaboration across organizations.
- Improved traceability of document access and updates.
Typical engagement:
- Setup (structure, permissions, partner and CRM data): ~2 weeks
- Tailored workflows and extensions: ~1-2 months
- Integration (SSO, APIs, authentication): ~1-2 months
- Deeper system integration: depends on target systems
- Pricing: starting from CHF 0 (setup), ~CHF 20k/year
- Next step: share a description of your partner exchange and collaboration processes. We'll assess fit and estimate potential impact.
Proven in practice:
- Centralized management of documents, partners, and tasks.
- Faster document retrieval in field operations.
- Reduced email-based coordination.
- Reliable collaboration across internal teams and external partners.