FOR SME LEADERS / M365FOR SME LEADERS / MICROSOFT 365
NO MORE
COPYING,
SEARCHING,
ASKING AROUND.
Focus on what truly only you can do.
Using your existing Microsoft 365 tools, I make quoting and case tracking transparent and automate them. Where useful, AI helps process the information.I make your quoting and case-tracking processes transparent and automate them using the Microsoft 365 tools you already have. Where useful, AI helps process the information.
01 / AN EVERYDAY CASE
AN EMAIL. A SPREADSHEET. ANOTHER PHONE CALL.
The customer writes. You copy the details into Excel. A colleague checks things by phone. The deadline goes somewhere else. To see where the case stands, you gather everything again.The customer writes. Someone copies the details into a spreadsheet. A colleague checks things by phone. The deadline goes into another document. To find out where the case stands, you have to gather everything again.
OUTLOOK
The email arrivesThe customer’s email arrives
EXCEL
Copying and record-keeping
PHONE
Checking the detailsChecking with a colleague
YOU
You piece the case together again
YOU HAVE THE INFORMATION, BUT THE PROCESS ISN’T CONNECTED YET.
02 / WHERE THE TIME GOES
SOUND FAMILIAR?
01
No reply to the quote.
Preparation, writing, finding the background, copying details and keeping records took just as much work as a successful quote. We can reduce that effort.Preparing it, writing it, finding the background, copying the details and keeping records took just as much work as a quote that became an order. We can reduce that effort.
02
You have to chase everything yourself.
Did we send it? Did they reply? Who has it? Tracking commitments falls to you.Did we send it? Did they reply? Who’s handling it? Tracking commitments and deadlines falls to you too.
03
Everything is somewhere.
An email in Outlook, a detail in Excel, the latest update with a colleague. Even one answer takes searching.An email in Outlook, a detail in Excel, the latest update with your colleague. Even one answer means searching in several places.
03 / THE REALISATION
THERE’S MORE IN MICROSOFT 365.
Microsoft 365 was a good choice. Make use of the know-how you’re already paying for!
04 / THE TURNING POINT
STOP MOVING INFORMATION YOURSELF.
Let the system move the case forward. You lead the business.
05 / HOW THE SYSTEM CAN WORK
AN EMAIL ARRIVES. IT BECOMES A TRACKABLE CASE.
Connected Microsoft tools can also help you track cases.Your existing Microsoft tools can work together. The process supports real case handling instead of creating another separate register.
- 01
OUTLOOK
The enquiry arrivesThe enquiry arrives
- 02
INTERPRETATION
The system identifies the case and tasksRelated case and tasks
- 03
LISTS / SHAREPOINT
Status, owner and deadline
- 04
NOTIFICATION
What needs a decision or response
We check uncertain AI suggestions. You record phone-call details against the case.We check uncertain AI suggestions. You record the essential details of phone calls and in-person conversations against the case.
EXAMPLE / IN PRACTICE
What a trackable case can look like.
Emails, documents and tasks belong to the same case. AI handles the related administration and moves the process forward. You can see where the work stands and what happens next.
- 1
The history in one place
Emails, documents and tasks linked to one case.
- 2
A visible status
See where the case stands and what is needed to move forward.
- 3
A clear next step
Both the task and its owner are clear.
- 4
AI that gets the task done
It sends emails, organizes documents, assigns tasks and moves the process forward — following the agreed rules and approvals.
Spend less time gathering the background and handling manual administration when preparing a quote — including those quotes that never turn into orders.
An anonymized illustration of a demonstration solution built on Microsoft 365.
06 / WORKING TOGETHER
WE START WITH WHAT YOU’VE HAD ENOUGH OF.
01
We choose the recurring task.We choose the most frustrating recurring task.
We look at what takes up time in daily work.We look at how you do it now and why it takes too much time.
02
I plan what to make transparent and automate.I plan how to make the process transparent and automate it.
We define the first result, implementation and any licence or AI costs.We clarify the first result, implementation and costs — including any additional licences and AI usage fees.
03
I build it, and we try it.I build it, and we try it in everyday work.
We use real cases to check how it works and what to improve.We check real cases to see what works better and what is worth improving.
PRICING
What should you budget?
- Smaller, clearly defined developments
- From €399
- Indicative price for a larger, one-week development round
- €1,111–€1,999
Net prices, plus VAT.
Fee only for a delivered result. No result, no fee.
What could a larger development round like this deliver?
For example, a shared quote tracker within your existing Microsoft 365:
- Details and attachments from quote requests received by email come together in one place.
- A clear interface shows you who is responsible, the status and the next action.
- The system reminds you when a follow-up is needed.
When preparing a quote, you can find the details and previous exchanges together. Less searching and copying for every quote — including those that never become an order.
We agree on the exact scope, a verifiable result and a fixed fee before the work begins. Any additional licence and AI costs are discussed in advance.
How the Problem Sprint works and details of the fee ↗07 / WHO YOU’LL WORK WITH
I’M ANDRÁS KOLOSZÁR.
I’ve worked in operations improvement and digitalisation for over 12 years. At the Deutsche Telekom group, I was responsible for digital products and a development team, mainly using M365. Now I build working solutions for smaller businesses.
My previous work ↗
08 / CONTACT
LET’S TALK.
Email or call me. Let’s see which task you no longer need to do yourself.