Case Study: WinOn365 helps a Swiss Treatment Center automate invoicing with Plumsail Documents

Automating medical center operations with Power Platform and Plumsail Documents by WinOn365

The customer, WinOn365, faced a challenge for their client, a Swiss treatment center, where manual cost tracking in Excel led to frequent errors, data loss, and a slow, painstaking invoicing process that required significant manual copy-pasting and calculations.

WinOn365 implemented a solution using Microsoft Power Platform integrated with Plumsail Documents to automate the workflow. The vendor, Plumsail, provided the document generation tool that instantly creates customized PDF invoices from templates, eliminating Excel chaos and repetitive manual work. This resulted in a scalable, error-free system that saved time and improved data accuracy, freeing staff to focus on patient care.

WinOn365

Natali Glodeanu

Power Platform Expert