Business challenges solved in practice

AI using financial data

Comparing AI using financial data

Business challenge

The organization needed to assess reliably which AI approach answered the same financial questions more effectively.

Solution

Microsoft Fabric with Copilot in Power BI and Snowflake Cortex work with the same dataset and questions.

Outcome for the company

Comparable results give the company a shared basis for selecting the solution architecture.

Gi Group Holding

Standardizing HR processes after acquisitions

Business challenge

After acquisitions, companies and divisions worked in different systems without consistent rules or efficient information exchange.

Solution

HR processes—from employee records and working time to leave, contracts, and requests—operate in one AMODIT environment.

Outcome for the company

The organization standardized information and working practices and develops subsequent processes on a shared foundation.

Polpharma

Digitizing employee documentation

Business challenge

Polpharma needed to move employee files and signatures into secure electronic handling.

Solution

The team received an initial version of eTeczka (electronic personnel files) in AMODIT, electronic signature support, and integration preparation.

Outcome for the company

The agreed milestones were reached, and the solution moved into testing and integration with the company's systems.

Grupa Żywiec

Electronic workflow for contracts, invoices, and internal documents

Business challenge

In a large organization, manual signatures and paper document workflows extended the work of many process participants.

Solution

Purchase contracts, invoices, schedules, and regulations follow electronic approval and signature paths in AMODIT.

Outcome for the company

Grupa Żywiec eliminated paper from these processes, shortened their duration, and made work easier for participants.

Adecco Poland

Electronic personnel files in a distributed organization

Business challenge

A distributed organization needed to provide secure access to a large number of employee files and maintain service continuity during absences.

Solution

Files, contracts, and HR and legal documents are maintained electronically in eTeczka personnel files on the AMODIT platform.

Outcome for the company

Teams use centralized data and take over absent employees' tasks without searching for documentation.

ResInvest Energy Chorzów

Document workflows connected to ERP

Business challenge

Replacing the core ERP required document workflows to be separated from older systems while preserving the flexibility for further change.

Solution

Correspondence, contracts, purchasing, warehouses, invoices, and HR processes operate in AMODIT connected to the ERP system.

Outcome for the company

The company develops workflows on one platform and adapts them to user needs and changes in external systems.

Currenda

Central correspondence and contract workflow

Business challenge

Different tools across departments dispersed documents and made efficient information exchange and archiving difficult.

Solution

Incoming and outgoing correspondence and client contracts share a workflow in AMODIT connected to e-Nadawca.

Outcome for the company

Return receipts reach the correct cases, while responses and correspondence history remain in a central archive.

Holcim

Electronic contract preparation and approval

Business challenge

Manual handling of paper contracts and dispersed archives created risks that an unsupported application no longer mitigated.

Solution

Sales and purchase contracts are prepared, reviewed, signed, and archived in AMODIT.

Outcome for the company

Users see the document, reviews, signatures, and history in one place, making approvals easier to control.

Mobica

eTeczka instead of transporting files between offices

Business challenge

Offices sent personnel files by courier to central HR services, blocking an efficient flow of documents.

Solution

Documents were digitized and assigned to electronic personnel files in AMODIT according to an agreed taxonomy.

Outcome for the company

The system organizes files and checks their completeness, so HR reduced manual work with paper files.

Polskie Centrum Badań i Certyfikacji

Electronic workflows connected to company systems

Business challenge

Invoices, correspondence, business trips, and contracts still circulated on paper despite the use of several business systems.

Solution

Correspondence, invoices, contracts, and business trips operate in AMODIT and exchange data with e-Nadawca and Symfonia.

Outcome for the company

Approvals, history, and the archive are available centrally, and approved invoices go directly to the accounting system.

Rhenus Warehousing Solutions Polska

Processes across multiple locations integrated with SAP

Business challenge

Manual document handling across multiple locations caused errors, consumed time, and made reporting difficult.

Solution

Contracts, requisitions, purchase orders, and invoices share paths in AMODIT with two-way data exchange with SAP.

Outcome for the company

Accounting data flows between the systems, cases close after posting, and paper plays a smaller role in daily work.

Sportano

Flexible purchase invoice workflow for e-commerce

Business challenge

The existing tool was too complex and failed to keep pace with the needs of a rapidly growing e-commerce business.

Solution

The purchase invoice workflow was moved to AMODIT and adapted to the company's work and independent development.

Outcome for the company

More people handle documents efficiently, while the organization has greater control over approvals and data access.

Weco–Travel

Controlled contract workflow in a growing company

Business challenge

As the company grew, informal arrangements and dispersed documentation increased the risk of errors and procedures being bypassed.

Solution

Contracts follow tailored preparation, verification, and approval stages in AMODIT.

Outcome for the company

Employees check the status and history of each contract and prepare summaries without searching through dispersed files.

Warszawska Kolej Dojazdowa

Electronic document workflow in a transportation organization

Business challenge

Paper files circulated among employees, documents were lost, and multistage cases were difficult to control.

Solution

Correspondence, contracts, leave, business trips, requisitions, and invoices operate electronically in AMODIT connected to Symfonia.

Outcome for the company

Documents are stored centrally, and users can see their status without passing around paper files.

DPD Polska

Integrating dispersed data and reporting

Business challenge

Analysts lost time working with dispersed data and needed IT support to prepare information.

Solution

Data was integrated and made available to business users in an analytical solution based on Tableau.

Outcome for the company

Analyses are prepared faster, and the IT team spends less time on their day-to-day support.

JLL

Data models and Alteryx adoption support

Business challenge

Users needed the skills to build data models independently and use Alteryx.

Solution

The team received data modeling training and support in incorporating Alteryx into daily work.

Outcome for the company

The program was completed on schedule and without client reservations.

Narodowe Centrum Badań i Rozwoju

Training in analytical report creation

Business challenge

Users needed practical preparation to create analytical reports independently.

Solution

Employees received training focused on preparing and developing reports.

Outcome for the company

The training was completed according to schedule, and the collaboration had no delays.

Global pharmaceutical company

Standardizing the reporting process

Business challenge

Operational data was available in Snowflake, but reports lacked a consistent method for preparation, distribution, and access control.

Solution

Reporting operates within a consistent Power BI architecture with shared KPIs, role-based access, and self-service capabilities.

Outcome for the company

Users work with shared indicator logic and receive structured access to the relevant analyses.

International client

Migrating data preparation from Alteryx to Microsoft Fabric

Business challenge

A separate data preparation platform made environment consolidation difficult and increased the company's dependence on Alteryx.

Solution

Flow logic was reviewed, migrated to Microsoft Fabric, and covered by quality controls and result validation.

Outcome for the company

The architecture is simpler, more closely integrated with Power BI, and less dependent on the previous platform.

6 implementations of this type

Financial and management reporting

Business challenge

Dispersed reports and spreadsheets made it difficult for management and finance teams to obtain a shared view of performance.

Solution

Financial and management indicators are presented in Power BI or Tableau reports instead of separate statements.

Outcome for the company

Decision-makers analyze costs, revenue, margins, and other results in shared views.

14 implementations of this type

Developing sales and operational dashboards

Business challenge

Existing reports did not answer current sales and operations questions or contained insufficient calculations.

Solution

Power BI and Tableau dashboards received new sources, perspectives, calculations, and visualizations tailored to team workflows.

Outcome for the company

Users work with reports that address current sales, manufacturing, and operational needs.

4 implementations of this type

Data integration and ETL processes for reporting

Business challenge

Data for analysis was dispersed among systems, files, interfaces, and external sources.

Solution

Connectors and ETL flows combine sources, control data, and feed prepared databases and reporting views.

Outcome for the company

Operational reporting uses structured data feeds that connect business data with BI platforms.

7 implementations of this type

Maintaining, auditing, and developing BI environments

Business challenge

BI platforms required continuous monitoring, updates, incident response, and a clear recovery plan.

Solution

Maintenance of Tableau Server, Alteryx Server, and Power BI includes SLAs, audits, documentation, updates, and emergency procedures.

Outcome for the company

Teams have a structured approach to requests and changes and ongoing support for maintaining and developing reporting.

5 implementations of this type

BI platform implementations and migrations

Business challenge

Companies needed to launch a reporting platform, connect existing installations, or securely migrate reports and permissions.

Solution

After an audit, environments were installed or consolidated together with data sources, access permissions, and team preparation.

Outcome for the company

Users work in a live environment with migrated reports, appropriate permissions, and ready data sources.

Financial-sector company

One place for tasks from multiple systems

Business challenge

Employees had to search for their tasks across many applications, fragmenting their daily work.

Solution

Tasks from source systems are brought into one shared service view.

Outcome for the company

Approximately 8,000 users use one place to manage work from different systems.

Public institution

A system supporting the entire legislative cycle

Business challenge

Creating legislation required coordination and approvals across multiple organizational units.

Solution

A custom system guides the document through subsequent stages—from creation to signature.

Outcome for the company

The entire cycle is handled in one place that generates XML, DOCX, and PDF documents.

Logistics company

Integrating ERP with warehouse robots

Business challenge

Warehouse orders could not control robots efficiently without a connection to the ERP system.

Solution

The ERP exchanges data with Mobile Industrial Robots that perform warehouse tasks.

Outcome for the company

Orders move between the system and the robots without dividing operations between two independent environments.

E-commerce company

Two-way integration between ERP and sales channels

Business challenge

Sales across several channels required consistent, two-way data exchange with the ERP system.

Solution

The ERP was connected to BaseLinker, SellIntegro, and custom e-commerce applications.

Outcome for the company

Sales data flows in both directions, so the channels and central system operate as a connected environment.

Company using Comarch ERP Optima

HRM application integrated with Comarch ERP Optima

Business challenge

Soft HR processes lacked a tool that worked with the payroll and HR system in use.

Solution

An HRM application handles these processes and exchanges data with Comarch ERP Optima.

Outcome for the company

The team manages HR processes in an application connected to ERP system data.

Mateus

Integrating eHurtownia with Comarch ERP XL at Mateus

Business challenge

Mateus's B2B platform needed up-to-date commercial data from ERP, automatic order registration, and information on order progress.

Solution

The integration sends products, descriptions, prices, inventory, counterparties, and commercial terms to eHurtownia. Orders return to ERP XL, while an event queue sends subsequent fulfillment statuses to the platform.

Outcome for the company

The Mateus team reduced manual data reentry, and the platform receives information about order acceptance, start of fulfillment, shipping, and delivery completion.

Mateus

KSeF purchase invoice workflow at Mateus

Business challenge

Mateus accounting staff manually downloaded, classified, and transferred purchase invoice data for further processing.

Solution

Comarch BPM retrieves the invoice into the ACD point, identifies the counterparty using the Polish tax identification number (NIP), and, based on rules in the ERP XL master data, routes a cost document for description and approval or a merchandise document for handling in ERP.

Outcome for the company

The Mateus team reduced manual downloading, classification, and transfer of invoice data and controls the status of each document.

Example implementation

Secure infrastructure for a client's business system

Business challenge

The client provides a business system to its users. It needs infrastructure that operates without interruption, protects data, and meets security audit requirements.

Solution

We designed and maintain an environment in a European Microsoft Azure region, supporting GDPR compliance. The database runs in high-availability mode across zones, while backups are geo-replicated. The environment also includes file versioning, data encryption, a web application firewall (WAF), and continuous monitoring. We manage the infrastructure under an ISO/IEC 27001-compliant security management system.

Outcome for the company

The client uses the system through a browser and does not need to maintain its own servers. Our maintenance team provides updates, backups, and scaling. The environment undergoes penetration testing and backup recovery testing every year.