Swiss-engineered  ·  Integration-first  ·  Your data stays on your network
Services
Xectec Services

The platform is where it starts. Xectec makes it work for you.

Xectec's services team connects, implements and architects the systems that make EWS intelligent — from DMS and business applications through to AI design and context engineering.

Our approach

Your environment first.

Every engagement starts with your systems, your data and your way of working — and ends with a platform that runs. We connect EWS to what you already have, design the structure that makes it intelligent, and stay with you as your needs evolve.

Connect everything

We implement and integrate the systems EWS runs on — DMS, CRM, ERP, business applications — without replacing what you have.

Design for intelligence

We architect the AI layer and design the context that makes it accurate, relevant and governed for your specific environment.

Support for the long term

From go-live through to continuous enhancement — the same team throughout.

What we do

Six services. One implementation partner.

01

Business Central API Development

Connecting EWS to Microsoft Dynamics 365 Business Central

We design and build the API integrations that connect EWS to Business Central — enabling financial data, entity records, transactions and operational data to flow between your ERP and workspace without manual export or re-keying.

  • Custom API endpoints and bi-directional data sync
  • Real-time data feeds into EWS dashboards
  • Automated workflow triggers from Business Central events
  • Secure, permission-governed data access
BusinessCentralERP · FinanceAPIGatewaySecure · Real-timeEWSWorkspaceDashboard · SearchFinancial dataEntity recordsTransactionsWorkflowsBi-directional sync
02

DMS Implementation

Implementing and configuring your document management system

We implement, configure and optimise document management systems — with deep expertise in Laserfiche and Microsoft 365, and experience across other enterprise DMS platforms.

  • Laserfiche — full implementation, workflow, metadata and taxonomy design
  • Microsoft 365 — SharePoint architecture, OneDrive, governance
  • Search optimisation and Teams integration
  • User training and ongoing support
LaserficheWorkflow configMetadata & taxonomyScanning & captureTraining & supportorMicrosoft 365SharePoint architectureOneDrive configGovernance policiesSearch & Teams
03

AI Architect

Designing the AI architecture that makes EWS intelligent for your firm

We design the end-to-end AI architecture underpinning your EWS deployment — from model selection and configuration to data pipelines, retrieval layers and governance frameworks. Every decision is made with your security, compliance and data residency requirements in mind.

  • AI model selection and configuration
  • Retrieval-augmented generation (RAG) architecture
  • Data pipeline and vector store strategy
  • Governance, audit and on-premise deployment design
DATA SOURCESDocuments · Emails · Databases · DMSRETRIEVAL LAYEREmbedding · Vector store · RAG pipeline · RankingAI MODEL LAYERModel selection · Configuration · Prompt architectureGOVERNANCE & SECURITYAudit trails · Access control · Data residency · Compliance
04

Context Engineering

Designing the context that makes AI answers accurate and relevant

AI is only as useful as the context it works from. We design the prompts, knowledge structures and retrieval logic that ensure EWS returns answers grounded in your data, your terminology and your business domain — not generic responses from a general-purpose model.

  • Prompt architecture and template design
  • Knowledge space structure and organisation
  • Domain-specific terminology and entity mapping
  • Document chunking, indexing and ranking strategy
User question"Which clients have outstanding KYC documents?"PromptArchitectureKnowledgeStructureRetrievalLogicAI MODELContextually groundedCited answer — grounded in your data"3 clients — KYC documents missing, last reviewed 42 days ago."
05

Salesforce Implementation

Connecting EWS to Salesforce CRM

We implement and configure Salesforce as part of your EWS environment — ensuring client records, relationship history and activity data flow between Salesforce and EWS without duplication or manual intervention.

  • Salesforce configuration and customisation
  • EWS–Salesforce data integration and client record sync
  • Activity and communication logging
  • Custom object mapping and user training
SalesforceCRMClients · PipelineActivities · HistorypushpullDataSyncEWSClient 360Unified viewClient recordsRelationshipActivitiesDocuments
06

Migration Services

Moving your content — safely, completely, without disruption

When migration is necessary — documents, data, applications or cloud infrastructure — we plan and execute it with full continuity. Nothing is lost, nothing is left behind, and your teams keep working throughout.

  • Document migration
  • Data migration
  • Cloud migration
  • Application migration
LegacySystemDocuments · DataApps · CloudMigrationPlan · ExecuteNew Env.Complete✓ Nothing lostZero disruptionDocumentsDataCloudApplicationsTeams keep working throughout — zero disruption
How it works

From discovery to ongoing support.

01

Discover

We map your current environment — systems, data, workflows and pain points — and identify where EWS creates the most immediate value.

02

Design

We design the integration architecture, AI layer, information structure and rollout plan tailored to your firm's specific environment.

03

Implement

We build, configure and connect — API development, DMS, Salesforce integration, AI architecture — and train your team.

04

Support

We stay with you — application support, continuous enhancement and escalation as your environment evolves.

Why us

Built for your environment. Designed for long-term success.

Built-in platform knowledge

Because we built EWS, our services team knows exactly how to configure, connect and optimise it for your environment — no learning curve, no third-party guesswork.

Regulated industry experience

Our team has implemented across family offices, wealth management, legal and professional services — compliance, governance and data-sensitivity are familiar territory.

One team throughout

The same team that implements EWS supports it. You don't get handed to a different function after go-live — continuity is built into how we engage.

Ready to see EWS in your environment?

Tell us about your current technology stack and the outcomes you're looking for. We'll design an approach that starts with one high-value integration and scales from there.