Digitization and document management expert relies on the bs one product family

Wieland Business Solutions and baliosoft collaborate to develop industry solution for trustees

“The industry solution bs one: tax was created through a chance encounter with a mutual client of Wieland Business Solutions GmbH and baliosoft. With this solution, trust companies can not only optimize their internal processes but also enhance collaboration with their clients in a sustainable way. Centrally available task planning, documents, and information create more transparency and significantly accelerate processes in accounting, VAT, and taxes. Digitalization expert Dario Wieland, however, is not only focusing on this industry for future collaboration with the experienced Microsoft partner baliosoft. It is believed that all companies working on a project basis will benefit from the automation potential of the bs one product family, which is also affordable for SMEs.

We are a digitalization partner for SMEs and always look for the solution that best addresses our clients’ challenges. When it comes to optimizing information-based processes in project-oriented companies, the bs one product family with its modular components has often proven to be the right solution in our view.

Dario Wieland, CEO

Wieland Business Solutions Mensch auf Berg mit Symbolen

Wieland Business Solutions GmbH, Landquart/CH
Wieland Business Solutions GmbH advises and supports clients in their digital transformation. The digitalization partner specializes in modern document and information management solutions and helps SMEs digitalize their processes.

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Wieland Business Solutions GmbH and baliosoft cooperate

The core problems

Need for optimization in project and document management as a basis for digitization in SMEs
Costs of individual solutions often prohibitive for SMEs
Specific solution required for trust companies

The benefits

Significant improvement in project-based internal collaboration
Collaboration with external customers easily possible
Customizable standard solutions reduce implementation costs
Cost-effective solution especially for SMEs

The implementation

Building a partnership with baliosoft
Implementation of a configurable standard solution bs one: tax
Introduction to Swiss trust companies

bs one modules used

bs one: tax

bs one: workplace

bs one: uplift

“Win, win, win” for Wieland Business Solutions GmbH, baliosoft and the end customers

Dario Wieland has been working as a digitalization consultant in the fiduciary environment for many years. The company has already developed process optimization solutions for customers. Not only for larger SMEs, but also for smaller SMEs and fiduciaries with fewer than 10 employees. Since 80% of SMEs have fewer than 10 employees, individual development is therefore uneconomical. What is needed are modern tools that enable effective document management in conjunction with centralized task and deadline management, but are also cost-effective.

“It was a chance encounter with a mutual client, a trust company in Switzerland, that led to baliosoft and Wieland Business Solutions GmbH developing this industry solution together. Based on Microsoft SharePoint, bs one: tax is now available as a solution that is also affordable for small trust companies,” says Dario Wieland.

bs one tax — the standard solution for trustees and tax consultants

With the help of bs one: tax, distributed information can be centralized internally and processes in the trust company can be standardized. Since information and tasks are centrally available in one place, each employee knows what they need to do and when, administrative effort decreases, and the transparency of work processes increases.

Knowledge management is also simplified, as all legal requirements and statutory as well as technical changes can be made easily accessible to employees.

The central platform also makes it possible to digitize and automate the exchange of documents with customers and thus offers great potential for increasing efficiency.

As a service provider for their clients, trust companies must review and process a large number of documents in a timely manner. However, the clients who provide the documents sometimes lack the expertise to know which documents are actually required. This leads to missing documents for the preparation of annual financial statements or tax returns, which then need to be requested again via email or phone. This not only creates unnecessary administrative work but can also take a lot of time. The platform with workspaces for individual clients significantly simplifies collaboration.

The solution is set to be implemented in spring 2025 at the Swiss trust company across four locations. Since digital transformation does not have a set end date but rather continuously optimizes processes in iterations, Wieland Business Solutions GmbH follows a step-by-step approach, as they do in all projects, and supports the client with the necessary change management.

The kickoff for further projects has already taken place

At the beginning of 2025, Wieland Business Solutions GmbH plans to launch another project – this time in the construction sector. In the construction industry, project, document, and task management are key issues that, especially in smaller companies, still show significant deficiencies.

Microsoft plays a central role in IT in that sector, as in almost all companies, especially when it comes to email, office software, and increasingly communication via MS Teams. However, the benefits that Microsoft technology offers companies for optimizing their processes are rarely realized, due to the lack of apps that can be implemented in a ‘plug & play’ manner.

Dario Wieland is convinced that bs one fills a gap, which will significantly drive forward digitalization in SMEs.

Digiti­zation and document management expert relies on the bs one product family

Wieland Business Solutions and baliosoft collab­orate to develop industry solution for trustees