OBT relies on primedocs: After successful in-house implementation, OBT now also offers this innovative solution to its customers as a certified reseller and implementation partner. Companies, municipalities, and cities benefit from smart, CI/CD-compliant document creation directly in Microsoft 365.
From personal experience to partner
The OBT Group initially introduced primedocs for its own organization in order to accelerate, standardize, and unify processes related to document creation. The positive experiences led to the next decision: OBT became a certified partner and now offers primedocs independently to its customers - from consulting and implementation to support.
What OBT customers can expect now
With primedocs, OBT customers receive a powerful add-in that significantly speeds up the creation and editing of documents in Microsoft Word, PowerPoint, Outlook, and Excel and minimizes sources of error with standardized templates. At the same time, the corporate design is automatically and consistently implemented in all documents.
The most important advantages at a glance:
- More productive and cost-effective: Automated document creation speeds up workflows and reduces costs
- Corporate design guaranteed: Every document automatically appears in the correct layout - without tedious manual formatting
- Legally compliant and consistent: Reviewed and approved text modules ensure clear, consistent communication
- Perfectly integrated: primedocs works seamlessly in Microsoft 365 and can interact flexibly with third-party applications such as CMI or Abacus
- Secure & under control: Local document creation in the user environment - full confidentiality and control
- AI-ready: If Microsoft 365 Copilot is already in use, users can generate content directly in a primedocs template using Copilot and have it automatically inserted in the corporate design
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Relevance for OBT customer segments
OBT serves customers from a wide range of sectors, from the public sector to trust and real estate companies to SMEs. These organizations in particular benefit from primedocs:
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Customer segment
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How primedocs supports
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Public Administrations
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- Consistent Communication: Standardized documents and information letters in the correct layout – without manual formatting
- CMI-Integration: Automatic transfer of data from business management systems
- Legal Certainty and Transparency: Centrally verified text modules and automated workflows reduce errors and ensure transparency
- Microsoft-Compatible: Seamless integration with Microsoft 365 and existing Office applications
- Authority-Compliant Outlook Signatures: With primedocs, all emails automatically include correct, authority-compliant signatures. Information campaigns can also be centrally managed, for example, for citizen communication
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Trust & Real Estate
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- Professional Brand Presence: Consistent appearance across proposals, contracts, and reports
- Compliance and Legal Certainty: Centrally verified and approved text modules, along with the integration of digital signatures, support compliance with relevant legal requirements
- Efficiency in Daily Business: Less coordination, faster creation, more time for client consulting
- Data Sovereignty: Document generation takes place securely in the local work environment
- Targeted Outlook Footer Campaigns: primedocs guarantees consistent Outlook signatures in every email and enables targeted campaigns, e.g., for new services or properties
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SMEs & Industry
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- Consistent Brand Presence: Offers, project reports, and presentations are automatically created in corporate design
- Productivity: Faster processes from creation to approval
- Centrally Managed Email Signatures and Campaigns
- Scalability: Consistent appearance even for distributed teams or locations
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A strong signal to the market
The fact that OBT - one of Switzerland’s leading corporate groups in IT, fiduciary services, and consulting - relies on primedocs is a clear sign of trust and demonstrates:
- primedocs significantly increases efficiency, thereby reducing internal costs
- primedocs meets the highest standards of quality and security
- primedocs delivers measurable added value in digital transformation
Together, OBT and primedocs enable customers to experience a modern, integrated, and efficient work environment in Microsoft 365 - with tangible benefits in time, cost, and quality.
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