LBD-Beratungsgesellschaft mbH

1:26

«Vertec also maps individual requirements and supports all our processes.»

Andreas Gnilka, former Managing Partner, LBD-Beratungsgesellschaft mbH

Field of activity: Consulting for the energy industry Mac-
User
IT operation externally

Challenges

• Employee Resource Availability
• Fast and easy billing of freelancers
• Figures and data should be presented all in one system
• Record services quickly and easily
• Framework contracts

Benefits

• Quick and easy overview of available resources, breakdown by skills for new jobs is possible at the push of a button
• Freelancers can enter their delivered services directly in the system for an ideal overview of their invoicing. LBD was able to streamline their invoicing process significantly
• Data can be accessed live for project controlling and numerous evaluations can be created
• Use of Mac OS as well as smartphones, Vertec is given the necessary acceptance in the company

Vertec Services & CRM incl. all apps,
Budget & Phases, Purchases, Resource Planning

50-100 Vertec User

Since 1988, the LBD has been advising the energy industry. Highly experienced, knowledge-driven and forward-looking: capacity markets, renewable and decentralised energy generation and capacities, energy transition products, energy efficiency, electromobility, smart metering. CO2 avoidance: climate protection: energy transition. It advises on the new market design that this new energy system needs and on the entrepreneurial potential it offers – in the markets of the energy industry and along the entire value chain.

LBD was looking for a business software that maps all core processes. This includes the planning of employee resources for an availability overview, an easy and simple way to bill freelancers, numerous internal evaluations within the software and the clear presentation of their framework contracts.

Due to digitalization and the growing market, LBD was looking for software to map its internal processes more efficiently. Since it has a lean internal infrastructure, the company relies on an external IT operation. Business software in the cloud was a fixed setting during the evaluation. Another special feature is the use of Apple devices with iOS and Mac OSX within the company. Vertec convinced, at this point, as entering of services for Mac users is easily possible via the Web App and/or for mobile use via the Phone App.

Availability of resources clearly displayed

LBD wanted to support the planning of all resources with corresponding additional functions. In Vertec, these individual requirements could be created by customizing the software.

Now, LBD can immediately see how many working hours employees have already been scheduled for or how many hours have been accounted for each individual employee. This resource overview within Vertec is used to plan the next few months in the organization. The competencies and skills of each employee are essential for this, and are also used to select resources at project level. Through individual adjustments, LBD was able to create its own employee scheduling according to its individual ideas without having to implement third-party systems. Vacation planning is also possible with Vertec’s resource planning.

With Vertec, LBD has the following KPIs all at a glance:

• Budgeted number of working hours
• Sum of accumulated working hours of the current month
• Total costs accrued to date in the form of services
• Budget for the forthcoming months

With the availability of employee resources, vacation times taken into account, the company can now react and reschedule faster in the event of bottlenecks.

Easy and fast billing of freelancers

LBD relies on a new model for freelancer billing – the credit procedure. By service entry of the individual freelancers directly in Vertec, credit notes are created based on these services and paid out to the freelancers. This is checked by an approval procedure of the project leader. Freelancers can only view their own active projects, thanks to individual user rights.

Various evaluation options with time dependencies in the software

Before the software-assisted entering of services was established, LBD evaluations were performed via Excel lists. With the implementation of Vertec, this changed, and the evaluations are now shown easily and comprehensively within the software. In addition, various reconciliations to the results are also eliminated, so that LBD saves a lot of time. The implementation of contribution margin accounting at employee and project level enables even better controlling of commercial activities. Digitized data enables LBD to show evaluations directly in Vertec within seconds without the need for third-party software.

Clear presentation of framework contracts

LBD has agreed framework agreements with its customers and managed them manually beforehand. With Vertec, the company can now manage these directly in the software and map the corresponding relationships between customers and projects. Framework agreements may include duration, individual agreements, rate levels and other parameters, among other things, and may be evaluated globally for all framework agreements.