Digital Kit

The objective of this category is to enable the use of your company’s data to improve the decision-making process.

Features and Services

This solution includes a number of configuration hours for defining the specific characteristics of your sales processes, as well as for data loading. These hours are allocated, for each business segment defined in Article 7.2, as follows:

• Segment I (10 to fewer than 50 employees): 70 configuration hours
• Segment II (3 to fewer than 10 employees): 40 configuration hours
• Segment III (0 to fewer than 3 employees): 30 configuration hours
• Segments IV (50 to fewer than 100 employees) and V (100 to fewer than 250 employees): 90 configuration hours

This process is essential for the subsequent implementation and deployment of the digitalization solution, which will provide at least the following functionalities and services:

• Data integration with other databases: You will have access to other databases and the ability to perform comparisons with the available data.
• Data storage: If you belong to segments I, II, or III, you will have a minimum of 1 GB of storage per user. For segments IV and V, the minimum storage capacity will be 5 GB per user.
• Creation of structured and visual data dashboards: You will benefit from customized dashboards with relevant data and various visualization formats.
• Data export: You will be able to export data as images or Excel documents, ensuring synergy and compatibility with other software you commonly use.

Execution phases and associated percentages

• Phase one: 70%
• Phase two: 30%

Maximum amount of aid

Number of Employees	Maximum Aid	Included Users
0 < X < 3	€1,500	1 user
3 ≤ X < 10	€2,000	1 user
10 ≤ X < 50	€4,000	3 users
50 ≤ X < 100	€7,000	10 users
100 ≤ X < 250	€8,000	15 users

Note: In Segment IV, companies with fewer than 50 employees may still qualify as medium-sized businesses if they exceed €10 million in annual turnover and balance sheet total, as stated in Article 7.2.d).

The main objective of this category is to provide training in artificial intelligence specialized in Business Intelligence and analytics. This will enable you to enhance your business decision-making process.

This solution includes a number of hours dedicated to configuration, aimed at defining the specific characteristics of the sales processes as well as data loading. These hours are allocated by company segment as follows:

• Segment IV: 80 configuration hours
• Segment V: 90 configuration hours

This solution also includes AI training in the field of BI and analytics, lasting 20 hours over two months for both segments.

Features and Services

• Data integration with other databases: The solution will allow access to other databases and comparisons with the presented data.
• Data storage: A minimum of 1 GB of storage per user must be provided.
• Creation of structured and visual data dashboards: The solution will enable the creation of customized, relevant dashboards and multiple forms of visualization.
• Data export: Export to images or Excel documents, fostering compatibility and synergy with commonly used programs.
• Training in generative AI fundamentals within BI and analytics, which includes:
  • Basic fundamentals: Introduction to current regulations and ethical and security-related risks.
  • Specific training on: data integration with other databases; data storage; creation of structured and visual dashboards; data export; and use cases with leading AI technologies.
  • Duration: 20 total training hours over two months for each defined user according to the segment.
  • Human instructor: Training will be delivered by a human instructor, either in-person or online.
  • Completion certificate: Participants will receive a certificate accrediting the AI skills acquired.

Execution phases and associated percentages

• Phase one: 70%
• Phase two: 30%

Maximum aid amount

Number of Employees	Maximum Aid	Included Users	AI Training Requirement
50* ≤ X < 100	€8,000	10 users	Minimum 3 users trained
100 ≤ X < 250	€9,000	15 users	Minimum 5 users trained

Note: Segment IV includes companies with fewer than 50 employees that qualify as medium-sized enterprises due to exceeding €10 million in annual turnover and total balance sheet, as defined in Article 7.2.d).

The main objective of this category is to digitalize and/or automate your business processes related to operational or production aspects.

Features and Services

This solution includes a number of hours dedicated to configuration, aimed at defining the specific characteristics of your business processes and data loading. These hours are assigned according to the company segments defined in Article 7.2 as follows:

• Segment I (10 to fewer than 50 employees): 60 configuration hours
• Segment II (3 to fewer than 10 employees): 20 configuration hours
• Segment III (0 to fewer than 3 employees): 15 configuration hours
• Segments IV (50 to fewer than 100 employees) and V (100 to fewer than 250 employees): 80 configuration hours

This step is essential for the subsequent implementation and deployment of the digital solution, which must provide at least the following features and services:

Digitalization and/or automation of business processes and workflows

You will benefit from the digitalization and/or automation of comprehensive (horizontal and vertical) processes, including:

• Accounting/Finance: accounts receivable/payable, asset management, financial closing and reporting, etc.
• Invoicing: automation of invoicing processes with the generation of quotes, delivery notes, and invoices, in accordance with Article 29.2.j) of Law 58/2003 (General Tax Law) and its implementing regulations, as well as any applicable legislation.
• Projects: budget control, cost management, forecasting, resource optimization, etc.
• Inventory: forecasting, stock levels, shipping, distribution, returns, and cancellations.
• Purchasing and Payments: supplier and purchase order management.
• Human Resources: HR management, payroll, etc.
• Logistics: fleet and route management, among others.

A horizontal solution supports or encompasses several processes in the value chain, while a vertical solution supports a single process within the SME’s value chain.

Other Key Features

• Integration with various platforms: The solution will include APIs or Web Services for integration with other tools.
• Updatable: Access to version updates of the solution.
• Scalable: The solution must adapt if your business grows or undergoes structural changes.
• Compliance: The solution must ensure compliance with all applicable regulations, particularly those related to billing and accounting, inventory, purchasing, and payment processes. Specifically, it must allow for submission to the Tax Agency and ensure integrity, preservation, accessibility, readability, traceability, and immutability of records, in accordance with Royal Decree 1619/2012 and any other applicable regulations.

Individual Modules

You may incorporate individual modules, defined as modules that support a single subprocess of the SME’s value chain on top of an existing process management solution.

• These modules must not be used for enhancing or expanding functionalities of the existing solution, or for updating or upgrading the current software.
• Any newly added module must comply with all the requirements of the “Process Management” category.
• Individual modules must be offered at market price.

Execution phases and associated percentages

• Phase 1: 70%
• Phase 2: 30%

Maximum amount of aid

Number of Employees	Maximum Aid	Included Users
0 < X < 3	€2,000	1 user
3 ≤ X < 10	€3,000	3 users
10 ≤ X < 50	€6,000	10 users
50 ≤ X < 100	€15,000	20 users
100 ≤ X < 250	€18,000	25 users

Note: Segment IV includes companies with fewer than 50 employees that qualify as medium-sized enterprises by exceeding €10 million in annual turnover and total balance sheet, as established in Article 7.2.d).

The main objective of this category is to digitalize and/or automate business processes related to the operational or productive aspects of beneficiary companies through specialized training in artificial intelligence (AI) focused on process management.

This solution includes a number of configuration hours for defining the specific characteristics of the commercialization processes, as well as for data loading. These hours are determined, for each company segment, as follows:

• Segment IV: 80 configuration hours
• Segment V: 80 configuration hours

This solution also includes AI training in the field of process management, lasting 20 hours over two months for both segments.

Features and Services

• Process and workflow automation: the solution must allow the digitalization and/or automation of comprehensive (horizontal or vertical) processes, as well as other internal process management functionalities.
• Integration with various platforms: the solution must provide APIs or Web Services for integration with other tools.
• Updatable: the solution must be updatable with new versions.
• Scalable: the solution must be able to adapt to potential growth or changes in the SME’s business structure.
• Training in generative AI fundamentals for process management: training to prepare employees on the functionalities described above, which will include:
  • Basic fundamentals: an approach to current regulations and the ethical and security risks involved.
  • Specific training in: automation and optimization of workflows (accounting and finance, invoicing, projects, inventory, purchasing and payments, human resources, logistics, and others), financial management, data interpretation, and continuous learning.
  • Duration: training will last a total of 20 hours over two months for each user defined by segment.
  • Human instructor: whether in-person or online, training will be delivered by a human instructor available to users.
  • Completion certificate: a certificate of AI skills acquired will be awarded upon completing the training.

Execution phases and associated percentages

• Phase one: 70%
• Phase two: 30%

Maximum amount of aid

• 50* ≤ X < 100 employees: €16,000 (includes 20 users and a minimum of 3 of them trained in associated AI)
• 100 ≤ X < 250 employees: €19,000 (includes 25 users and a minimum of 5 of them trained in associated AI)

Note: Segment IV includes companies with fewer than 50 employees that qualify as medium-sized enterprises by exceeding €10 million in annual turnover and total balance sheet, as established in Article 7.2.d).