Consulting firm
«Thanks to the integrated document management, all relevant data is immediately available.»
Dr. Daniel Gubler, Co-CEO, AFC AG
Field of activity: Consulting in the fields of fire protection, energy, comfort, environment, clean room, industrial ventilation and engineering Head
office: Zurich
Branch office: Basel
Challenges
Benefits
Vertec Services & CRM incl. all apps,
Budget & Phases, Business Intelligence, Purchases, Resource Planning
«We always receive very competent advice from Vertec. The solution-oriented approach corresponds exactly with our expectations.»
Whether ventilation, inhalation devices or ConceptCar – airflow must be optimized everywhere. AFC AG is committed to this: The company, headquartered in Zurich and with branches in Bern, Basel and Sachseln, supports customers from problem analysis to concept implementation. In order to secure the expanding consulting business, it needed quick and efficient service recording.
Service recording alone is not a guarantee of the future: All processes need to be optimized! So they were looking for a solution that also covers project management, invoicing, address management, customer relationship management, creation of offers and correspondence, and which is at the same time compatible with various accounting systems. In addition, project planning and project evaluation must be simple – and the software should guarantee a rapid entering of productivity and profitability.
“Vertec meets our needs perfectly – at an ideal price tag!”, states Daniel Gubler, CO-CEO, having evaluated various business software. In particular, Gubler was convinced by the favorable and customization options: “Our business is represented in an absolutely authentic way.” The creation of sample projects also proved to be ideal: When a new project is opened, the corresponding template is used. This ensures uniform structures throughout the entire project administration.
«All data is clearly structured – redundancies are a thing of the past.»
Sorting all the projects for evaluation purposes as you please? Yes, this is possible thanks to systematic project management – either according to the business areas Fire Protection, Energy/Comfort/Environment, Clean Room/Industrial Ventilation and Engineering or according to the simulation method applied.
The Vertec support really makes the software future-proof: Vertec is used, if required, to check the actual and target state of the system and to calibrate it. Gubler: “Vertec always gives us very competent advice. The solution-oriented approach exactly corresponds with our expectations.”