Services
Every collaboration starts with a conversation. Which areas a business needs, and to what extent, is agreed individually. The areas can be booked on their own or combined.
Service areas
Process analysis and assessment
A review of your processes from incoming order to invoice: where things get stuck, what it costs and where digitalisation pays off most.
Often needed: Construction and finishing trades, developers, Manufacturing, metalworking, machinery and plant engineering, Technical sales and wholesale
It starts with a close look at everyday work: conversations with owners and staff, plus the tools, lists and software already in use.
The result is a clear picture of your processes and their weak points. Every possible measure is assessed for effort and benefit, so the order of steps is right.
Typical outcomes
- Overview of core processes and their bottlenecks
- Effort and benefit assessed for each measure
- Roadmap with priorities and next steps
Digital order and site management
Quotes, orders, schedules and site documentation fully digital, from the first measurement to handover.
Often needed: Construction and finishing trades, developers
This includes choosing and setting up suitable tools, templates for recurring processes and clear responsibilities.
The goal is that every piece of information is captured once and is then available everywhere, in the office and on site.
Typical outcomes
- Digital order and site documentation
- Defined processes for quotes, change orders and handover
- Less searching and no duplicate data entry
Costing, controlling and key figures
Costing, project controlling and dashboards that show where the business stands, using Excel, Power BI or existing software.
Often needed: Manufacturing, metalworking, machinery and plant engineering, Construction and finishing trades, developers
Spreadsheets that have grown over the years are merged into a reliable basis. Costing and post-calculation use the same data.
Key figures are prepared so that decisions rest on numbers rather than gut feeling.
Typical outcomes
- Transparent basis for costing
- Project controlling with planned versus actual comparison
- Dashboard with the most important key figures
Systematic sales
Setting up CRM, quotation process and pipeline so that no customer contact gets lost and sales become predictable.
Often needed: Technical sales and wholesale, Manufacturing, metalworking, machinery and plant engineering
The starting point is how sales actually work today. CRM, templates and reports are introduced to match.
The goal: the team is relieved rather than burdened, and management can see at any time where sales stand.
Typical outcomes
- CRM set up with clear rules
- Consistent process for quotes and follow-ups
- Visible pipeline and sales figures
Implementation and support
Selecting and introducing software, training your staff and support until the new processes are part of everyday work.
Often needed: Construction and finishing trades, developers, Manufacturing, metalworking, machinery and plant engineering, Technical sales and wholesale
Digitalisation only works once it is used. That is why it includes selection based on real requirements, training and someone to turn to in the early phase.
After a few weeks, the results are reviewed together to see whether the new processes deliver what was expected.
Typical outcomes
- Software selected for your actual requirements
- Trained staff
- New processes that are used in everyday work
Frequently asked questions
Which area fits your business?
A short conversation brings clarity.